Location: Remote; preference for Western US
Reports to: Director of Investments
Salary: $68k-$80k
Position Type: FTE
Travel: Approximately 10-20%; tailored to project responsibilities
About Blue Forest
Blue Forest is a conservation finance non-profit whose mission is to accelerate the pace and scale of ecological restoration. Since 2018, Blue Forest has managed investor capital through its flagship financial product, the Forest Resilience Bond (FRB), which deploys private capital to finance forest restoration projects on private and public lands to reduce the risk of catastrophic wildfires. More recently, Blue Forest has also established Blue Forest Asset Management (BFAM), an investment management platform connecting investors to compelling, mission-aligned opportunities in a broader set of asset classes beyond FRB projects, such as private equity and private credit investments.
Blue Forest is an interdisciplinary team of scientists, engineers, foresters, finance and communications professionals. We are harnessing financial innovation and building partnerships with investors, non-profits, private companies, and the public sector to design sustainable solutions to systemic climate resilience challenges faced by vulnerable communities and ecosystems. As we grow and develop new financial solutions to pressing environmental problems, we are committed to promoting social equity and amplifying historically excluded voices in the burgeoning field of conservation finance.
Position Summary
The Investment Analyst/Associate performs financial analysis, market research and reporting on investment opportunities to support Blue Forest Asset Management’s investment activities. This role requires attention to detail, excellent analytical skills, and the ability to work independently on multiple projects simultaneously. Workstreams include research, financial modeling, and qualitative and quantitative analytical support across various areas such as private markets investments, portfolio and asset management, and impact and investor reporting. The primary goals of this position at Blue Forest include: (1) evaluate investment opportunities for BFAM and growth opportunities for Blue Forest broadly, and (2) contribute to a reputation of collaboration, diligence, and top-notch analysis on the fast-growing Investment team at Blue Forest.
Responsibilities & Duties
Investment Due Diligence and Financial Modeling (60%)
Perform detailed financial analysis of investment opportunities, including building and populating accurate and effective financial models in Microsoft Excel
Screen potential investments and write clear, concise memos to convey findings to internal audiences, including the Executive Team and Investment Committee
Support Investment team members in all aspects of due diligence, including market research, reviewing third-party consultant reports, legal document review, and financial due diligence broadly
Coordinate Blue Forest’s impact strategy for its investment, including impact quantification efforts
Ongoing Investment Management (30%)
Coordinate ongoing payments flows, such as loan drawdowns, interest payments, etc. (including with third-party service providers as relevant)
Monitor covenants and other operational elements of deals
Build and maintain financial models as inputs into the Blue Forest portfolio management function
Contribute to investor reports and other Blue Forest collateral
Financial Systems and Processes (10%)
Continuously improve BFAM Investment team policies, procedures, and playbooks
Execute key portions of business processes, including budgeting, fund portfolio management, and ongoing investment management
Create and maintain systems, trackers, and processes for the Finance and Investment teams
Explore new conservation finance products and opportunities, expanding the financial opportunity set for ecosystem restoration
Additional Information
Blue Forest is a remote company with staff distributed in some geographies where we can focus our impact and located across all four continental US time zones. This job is remote; however, due to travel around the Western United States for due diligence, there is a preference for a candidate based in the Western US. The Investment Analyst/Associate will be expected to be online during their respective standard working hours.
Qualifications
Blue Forest will prioritize the following qualifications in the hiring process; however, we only expect candidates to fulfill some criteria and encourage all interested candidates to apply.
2+ years of investments and/or financial analysis experience, with experience in some or all of the following areas required:
Private equity, private credit, structured finance, or project finance;
Forest products, bioenergy/biofuels, or other forestry- and natural-resource adjacent sectors
Robust financial modeling and Excel skills are a must!
Experience with investment transactions, including sourcing, due diligence, modeling, and closing
Willingness and ability to travel throughout California and the Western US, including in rural and hard-to-reach areas
Clear written and verbal communication
Exposure to fixed-income investments and/or forestry and climate finance is a plus
Demonstrated interest in and commitment to environmental conservation and climate resilience
BENEFITS
100% employer-paid health, dental, and vision coverage; subsidized coverage for dependents
Access to a 401k retirement plan with a 4% employer match
Starting 3 weeks paid vacation and 17 paid holidays; paid sick leave and volunteer time
3 months of paid family leave
Employer-paid life and long-term disability insurance
Access to Dependent Care FSA
Public Lands Exploration stipend (reimbursements for visits to National Forests, county parks, etc.)
Monthly Home Office stipend or co-working space provided
Travel and partial dependant care costs provided for business travel
Additional stipends for health & wellness; home internet and cell service; and professional development
COVID VACCINE REQUIREMENT
All Blue Forest staff are required to be “fully vaccinated” against COVID-19, as the Centers for Disease Control and Prevention defines that term. Proof of full vaccination shall be a condition of employment and must be provided prior to starting work, except where prohibited by law. Blue Forest is an Equal Opportunity Employer, and the company will engage in the interactive process regarding reasonable accommodations for candidates who cannot be vaccinated due to a disability/medical condition; a sincerely held religious belief, practice or observance; or a claimed exemption under applicable state law.
HOW TO APPLY
To apply to this position, submit a resume on recruitee . People from historically underrepresented populations and candidates with non-traditional career paths are especially encouraged to apply. Applications will be accepted on a rolling basis, and those submitted by March 15th, 2024 , will be prioritized.
If participating in the interview process would require you to incur additional expenses to participate, such as childcare, please let us know, and we are happy to reimburse for reasonable expenses incurred up to $30/hour for twice the length of each interview in which you participate. There will be space to request this reimbursement upon offer of an interview.
Blue Forest provides equal employment and opportunities for advancement, compensation, training, and growth according to individual merit, without regard to race, color, religion, sex (including pregnancy), national origin, sexual orientation, gender identity, marital status, age, genetic information, disability, veteran status, or any other characteristic protected under applicable Federal, state, or local law. Applicants must have authorization to work in the United States.
Feb 27, 2024
Full time
Location: Remote; preference for Western US
Reports to: Director of Investments
Salary: $68k-$80k
Position Type: FTE
Travel: Approximately 10-20%; tailored to project responsibilities
About Blue Forest
Blue Forest is a conservation finance non-profit whose mission is to accelerate the pace and scale of ecological restoration. Since 2018, Blue Forest has managed investor capital through its flagship financial product, the Forest Resilience Bond (FRB), which deploys private capital to finance forest restoration projects on private and public lands to reduce the risk of catastrophic wildfires. More recently, Blue Forest has also established Blue Forest Asset Management (BFAM), an investment management platform connecting investors to compelling, mission-aligned opportunities in a broader set of asset classes beyond FRB projects, such as private equity and private credit investments.
Blue Forest is an interdisciplinary team of scientists, engineers, foresters, finance and communications professionals. We are harnessing financial innovation and building partnerships with investors, non-profits, private companies, and the public sector to design sustainable solutions to systemic climate resilience challenges faced by vulnerable communities and ecosystems. As we grow and develop new financial solutions to pressing environmental problems, we are committed to promoting social equity and amplifying historically excluded voices in the burgeoning field of conservation finance.
Position Summary
The Investment Analyst/Associate performs financial analysis, market research and reporting on investment opportunities to support Blue Forest Asset Management’s investment activities. This role requires attention to detail, excellent analytical skills, and the ability to work independently on multiple projects simultaneously. Workstreams include research, financial modeling, and qualitative and quantitative analytical support across various areas such as private markets investments, portfolio and asset management, and impact and investor reporting. The primary goals of this position at Blue Forest include: (1) evaluate investment opportunities for BFAM and growth opportunities for Blue Forest broadly, and (2) contribute to a reputation of collaboration, diligence, and top-notch analysis on the fast-growing Investment team at Blue Forest.
Responsibilities & Duties
Investment Due Diligence and Financial Modeling (60%)
Perform detailed financial analysis of investment opportunities, including building and populating accurate and effective financial models in Microsoft Excel
Screen potential investments and write clear, concise memos to convey findings to internal audiences, including the Executive Team and Investment Committee
Support Investment team members in all aspects of due diligence, including market research, reviewing third-party consultant reports, legal document review, and financial due diligence broadly
Coordinate Blue Forest’s impact strategy for its investment, including impact quantification efforts
Ongoing Investment Management (30%)
Coordinate ongoing payments flows, such as loan drawdowns, interest payments, etc. (including with third-party service providers as relevant)
Monitor covenants and other operational elements of deals
Build and maintain financial models as inputs into the Blue Forest portfolio management function
Contribute to investor reports and other Blue Forest collateral
Financial Systems and Processes (10%)
Continuously improve BFAM Investment team policies, procedures, and playbooks
Execute key portions of business processes, including budgeting, fund portfolio management, and ongoing investment management
Create and maintain systems, trackers, and processes for the Finance and Investment teams
Explore new conservation finance products and opportunities, expanding the financial opportunity set for ecosystem restoration
Additional Information
Blue Forest is a remote company with staff distributed in some geographies where we can focus our impact and located across all four continental US time zones. This job is remote; however, due to travel around the Western United States for due diligence, there is a preference for a candidate based in the Western US. The Investment Analyst/Associate will be expected to be online during their respective standard working hours.
Qualifications
Blue Forest will prioritize the following qualifications in the hiring process; however, we only expect candidates to fulfill some criteria and encourage all interested candidates to apply.
2+ years of investments and/or financial analysis experience, with experience in some or all of the following areas required:
Private equity, private credit, structured finance, or project finance;
Forest products, bioenergy/biofuels, or other forestry- and natural-resource adjacent sectors
Robust financial modeling and Excel skills are a must!
Experience with investment transactions, including sourcing, due diligence, modeling, and closing
Willingness and ability to travel throughout California and the Western US, including in rural and hard-to-reach areas
Clear written and verbal communication
Exposure to fixed-income investments and/or forestry and climate finance is a plus
Demonstrated interest in and commitment to environmental conservation and climate resilience
BENEFITS
100% employer-paid health, dental, and vision coverage; subsidized coverage for dependents
Access to a 401k retirement plan with a 4% employer match
Starting 3 weeks paid vacation and 17 paid holidays; paid sick leave and volunteer time
3 months of paid family leave
Employer-paid life and long-term disability insurance
Access to Dependent Care FSA
Public Lands Exploration stipend (reimbursements for visits to National Forests, county parks, etc.)
Monthly Home Office stipend or co-working space provided
Travel and partial dependant care costs provided for business travel
Additional stipends for health & wellness; home internet and cell service; and professional development
COVID VACCINE REQUIREMENT
All Blue Forest staff are required to be “fully vaccinated” against COVID-19, as the Centers for Disease Control and Prevention defines that term. Proof of full vaccination shall be a condition of employment and must be provided prior to starting work, except where prohibited by law. Blue Forest is an Equal Opportunity Employer, and the company will engage in the interactive process regarding reasonable accommodations for candidates who cannot be vaccinated due to a disability/medical condition; a sincerely held religious belief, practice or observance; or a claimed exemption under applicable state law.
HOW TO APPLY
To apply to this position, submit a resume on recruitee . People from historically underrepresented populations and candidates with non-traditional career paths are especially encouraged to apply. Applications will be accepted on a rolling basis, and those submitted by March 15th, 2024 , will be prioritized.
If participating in the interview process would require you to incur additional expenses to participate, such as childcare, please let us know, and we are happy to reimburse for reasonable expenses incurred up to $30/hour for twice the length of each interview in which you participate. There will be space to request this reimbursement upon offer of an interview.
Blue Forest provides equal employment and opportunities for advancement, compensation, training, and growth according to individual merit, without regard to race, color, religion, sex (including pregnancy), national origin, sexual orientation, gender identity, marital status, age, genetic information, disability, veteran status, or any other characteristic protected under applicable Federal, state, or local law. Applicants must have authorization to work in the United States.
Federal Reserve Board
Washington, District of Columbia
DESCRIPTION/RESPONSIBILITIES: Note: This requisition is not an actual job vacancy, but serves to establish a pipeline of interested individuals for Financial Institution & Policy Analyst (FIPA) openings in the Division of Reserve Bank Operations and Payment Systems (RBOPS). Candidates may be contacted at any time through Q3 2022 with more details about specific team vacancies. Financial Institution and Policy Analysts (FIPAs) may play many roles related to their jobs. They are responsible for a combination of the following roles/areas of responsibility: Data Analysis • Supports in producing charts, graphs, and other visuals to help analyze data • Helps identify relevant issues and trends and draw conclusions through analysis of quantitative and qualitative data • Helps identify data that can be used to analyze policy
Examination and Supervision • Participate in and/or lead examinations and reviews • Support and implement supervision and/or oversight policies and programs Policy • Helps to interpret and/or implement policy, regulation, and/or guidance • Participate in drafting policy recommendations supported by logical reasoning and sound analysis
Policy • Helps to interpret and/or implement policy, regulation, and/or guidance • Participate in drafting policy recommendations supported by logical reasoning and sound analysis
Risk Management • Helps to identify and analyze emerging risks in financial institutions and markets • Apply appropriate risk management frameworks and policies to support oversight of financial institutions Data Analysis • Supports in producing charts, graphs, and other visuals to help analyze data • Helps identify relevant issues and trends and draw conclusions through analysis of quantitative and qualitative data • Helps identify data that can be used to analyze policy Financial Analysis • Supports in performing analysis of financial data and information in support of Division/Section's area of responsibility • Clearly present analyses of financial/regulatory data • Helps identify relevant issues and trends and draw conclusions through analysis of financial data
Financial Analysis • Supports in performing analysis of financial data and information in support of Division/Section's area of responsibility • Clearly present analyses of financial/regulatory data • Helps identify relevant issues and trends and draw conclusions through analysis of financial data
FIPAs identify options, assess trade-offs, measure outcomes, and develop consensus related to novel and complex projects involving Federal Reserve Banks’ policies, operations, compliance, and information management; systemically important financial market infrastructures (FMIs); payment, clearance, and settlement (PCS) activities; and the broader financial and payment systems. They regularly collaborate with staff from the Federal Reserve System, other domestic and international authorities, and international standard-setting bodies. Projects include those that ultimately lead to decisions by the Board; Board Committees, notably the Committee on Federal Reserve Bank Affairs (BAC) and the Payments System Policy Advisory Committee (PSPAC); and senior Division and Reserve Banks’ management.
REQUIRED SKILLS: • Degree in finance, accounting, business administration, public policy, economics, or another related field and minimum years of related experience, as outlined by grade below, is required. • FR-24: Bachelor's + 2 years, or a master’s + 1 year. • FR-25: Bachelor's + 3 years, or a master's + 2 years.
Must be able to perform basic or developmental level work in activities involving these competencies, and must be capable of demonstrating them after receiving specific instructions and guidance • Data Collection & Analysis: The ability to collect and analyze quantitative and qualitative data • Financial Analysis: The ability to conduct financial analyses to identify patterns, trends, or themes in financial or operational data • Risk Management: The ability to utilize risk management principles to evaluate and mitigate potential risks • Reviews and Examinations: The ability to participate in or lead reviews and/or examinations of Reserve Banks or other financial institutions. • Knowledge of Financial Markets and Institutions: The ability to apply an understanding of how financial markets and institutions are impacted by changes in regulations and policy and vise-versa. • Knowledge of Relevant Policy: The ability to interpret, apply, and recommend changes as needed to policies specific to areas of responsibility. • Knowledge of Relevant Law and Regulation: The ability to interpret and apply law and regulations related to areas of responsibility; evaluate the impact of changes in law and/or regulations.
Prior experience in one of the following areas is a plus: Financial Market Infrastructure or bank supervision, policy or analysis; capital markets or trading; financial risk management including stress testing, value-at-risk modeling, derivative pricing, counterparty credit risk management; or operational risk management.
Note 1. Writing sample may be requested. 2. Roles are not eligible for full-time remote work and will require on-site presence in Washington, D.C. via a hybrid schedule.
Jan 31, 2023
Full time
DESCRIPTION/RESPONSIBILITIES: Note: This requisition is not an actual job vacancy, but serves to establish a pipeline of interested individuals for Financial Institution & Policy Analyst (FIPA) openings in the Division of Reserve Bank Operations and Payment Systems (RBOPS). Candidates may be contacted at any time through Q3 2022 with more details about specific team vacancies. Financial Institution and Policy Analysts (FIPAs) may play many roles related to their jobs. They are responsible for a combination of the following roles/areas of responsibility: Data Analysis • Supports in producing charts, graphs, and other visuals to help analyze data • Helps identify relevant issues and trends and draw conclusions through analysis of quantitative and qualitative data • Helps identify data that can be used to analyze policy
Examination and Supervision • Participate in and/or lead examinations and reviews • Support and implement supervision and/or oversight policies and programs Policy • Helps to interpret and/or implement policy, regulation, and/or guidance • Participate in drafting policy recommendations supported by logical reasoning and sound analysis
Policy • Helps to interpret and/or implement policy, regulation, and/or guidance • Participate in drafting policy recommendations supported by logical reasoning and sound analysis
Risk Management • Helps to identify and analyze emerging risks in financial institutions and markets • Apply appropriate risk management frameworks and policies to support oversight of financial institutions Data Analysis • Supports in producing charts, graphs, and other visuals to help analyze data • Helps identify relevant issues and trends and draw conclusions through analysis of quantitative and qualitative data • Helps identify data that can be used to analyze policy Financial Analysis • Supports in performing analysis of financial data and information in support of Division/Section's area of responsibility • Clearly present analyses of financial/regulatory data • Helps identify relevant issues and trends and draw conclusions through analysis of financial data
Financial Analysis • Supports in performing analysis of financial data and information in support of Division/Section's area of responsibility • Clearly present analyses of financial/regulatory data • Helps identify relevant issues and trends and draw conclusions through analysis of financial data
FIPAs identify options, assess trade-offs, measure outcomes, and develop consensus related to novel and complex projects involving Federal Reserve Banks’ policies, operations, compliance, and information management; systemically important financial market infrastructures (FMIs); payment, clearance, and settlement (PCS) activities; and the broader financial and payment systems. They regularly collaborate with staff from the Federal Reserve System, other domestic and international authorities, and international standard-setting bodies. Projects include those that ultimately lead to decisions by the Board; Board Committees, notably the Committee on Federal Reserve Bank Affairs (BAC) and the Payments System Policy Advisory Committee (PSPAC); and senior Division and Reserve Banks’ management.
REQUIRED SKILLS: • Degree in finance, accounting, business administration, public policy, economics, or another related field and minimum years of related experience, as outlined by grade below, is required. • FR-24: Bachelor's + 2 years, or a master’s + 1 year. • FR-25: Bachelor's + 3 years, or a master's + 2 years.
Must be able to perform basic or developmental level work in activities involving these competencies, and must be capable of demonstrating them after receiving specific instructions and guidance • Data Collection & Analysis: The ability to collect and analyze quantitative and qualitative data • Financial Analysis: The ability to conduct financial analyses to identify patterns, trends, or themes in financial or operational data • Risk Management: The ability to utilize risk management principles to evaluate and mitigate potential risks • Reviews and Examinations: The ability to participate in or lead reviews and/or examinations of Reserve Banks or other financial institutions. • Knowledge of Financial Markets and Institutions: The ability to apply an understanding of how financial markets and institutions are impacted by changes in regulations and policy and vise-versa. • Knowledge of Relevant Policy: The ability to interpret, apply, and recommend changes as needed to policies specific to areas of responsibility. • Knowledge of Relevant Law and Regulation: The ability to interpret and apply law and regulations related to areas of responsibility; evaluate the impact of changes in law and/or regulations.
Prior experience in one of the following areas is a plus: Financial Market Infrastructure or bank supervision, policy or analysis; capital markets or trading; financial risk management including stress testing, value-at-risk modeling, derivative pricing, counterparty credit risk management; or operational risk management.
Note 1. Writing sample may be requested. 2. Roles are not eligible for full-time remote work and will require on-site presence in Washington, D.C. via a hybrid schedule.
Federal Reserve Board
Washington, District of Columbia
DESCRIPTION/RESPONSIBILITIES: Senior Financial Institution and Policy Analysts work under regular guidance to design and conduct in-depth analyses on quantitative and qualitative data. Serve as the primary contributor and may lead projects and teams and often represent the Section or Division on projects and task forces. Prepare and deliver communications including presentations and recommendations to others in the Section/Division and/or to external stakeholders.
The Policy Development team in the Division of Supervision & Regulation is responsible for developing and implementing policies relating to financial institution supervision and regulation, consistent with statutory requirements and Board priorities and in collaboration with key internal and external stakeholders. Examples of the team’s work include rulemakings, guidance, rule interpretations, and briefing materials for governors and other senior officials involving matters such as capital, liquidity, resolution, and other areas of the bank regulatory framework.
In this role, the incumbent should expect to: • Conduct qualitative and quantitative analysis in support of policy development • Interpret regulations and guidance relating to banking organizations of various sizes • Draft or contribute to written policy materials and communications materials on regulatory and supervisory policy matters • Engage, coordinate, and collaborate with stakeholders within the Federal Reserve, with other U.S. financial regulatory agencies, and with international counterparts REQUIRED SKILLS: FR-26: • Bachelor’s degree in finance, accounting, business administration, public policy, economics, or another related field and a minimum of 4 years of related experience
OR • Master’s degree in a related field and a minimum of 3 years of related experience
FR- 26: • Bachelor's Degree in finance, accounting, business administration, public policy, economics, or another related field and a minimum of 5 years of related experience
OR • Master's degree in a related field and a minimum of 4 years of related experience
Senior Financial Institution and Policy Analysts must be able to immediately contribute to the success of work requiring the following competencies and be able to serve as an advisor to provide insight in their application: • Data Collection & Analysis: The ability to collect and analyze quantitative and qualitative data • Financial Analysis: The ability to conduct financial analyses to identify patterns, trends, or themes in financial or operational data • Risk Management: The ability to utilize risk management principles to evaluate and mitigate potential risks • Knowledge of Financial Markets and Institutions: The ability to apply an understanding of how financial markets and institutions are impacted by changes in regulations and policy and vise-versa • Knowledge of Relevant Policy: The ability to interpret, apply and recommend changes as needed to policies specific to areas of responsibility • Knowledge of Relevant Law and Regulation: The ability to interpret and apply law and regulations related to areas of responsibility; evaluate the impact of changes in law and/or regulations
The ideal candidate will have a proven record of: • Ability to conduct analysis and writing in support of policy development and to understand and interpret regulations and guidance for banking organizations of various sizes • Strong critical thinking, problem-solving, and analytical skills. • Strong written and oral communication skills. • Ability to learn, digest, and engage in new topics. Candidate feels comfortable working in unfamiliar territory and delving into new topics, issues, and challenges. • Intellectual curiosity and interest in financial institution regulatory and policy issues. • Flexibility to manage competing priorities efficiently and to complete tasks under tight deadlines. • Ability to distill complex information and identify appropriate options or solutions for decision makers. • Ability to incorporate feedback effectively and efficiently. • Strong attention to detail, thoroughness, organization, timeliness, sound judgment, resourcefulness, and creativity.
Additional qualifications for grade FR-27 only: • Ability to manage and successfully complete multiple and/or complex projects simultaneously, keeping management and senior leadership apprised of developments and areas of disagreement. • Ability to provide day-to-day guidance to junior staff and facilitate their learning and development. • Exhibit leadership, make appropriate decisions, and can work across stakeholders to accomplish key project objectives or outcomes.
Experience or knowledge in finance, capital markets, or banking is desirable. Advanced degree in business, law, public policy, or related fields is desirable.
Notes: • Travel required: 5-10%. • The interview process may include a writing exercise. • This position will require an on-site presence in Washington, DC.
Sep 16, 2022
Full time
DESCRIPTION/RESPONSIBILITIES: Senior Financial Institution and Policy Analysts work under regular guidance to design and conduct in-depth analyses on quantitative and qualitative data. Serve as the primary contributor and may lead projects and teams and often represent the Section or Division on projects and task forces. Prepare and deliver communications including presentations and recommendations to others in the Section/Division and/or to external stakeholders.
The Policy Development team in the Division of Supervision & Regulation is responsible for developing and implementing policies relating to financial institution supervision and regulation, consistent with statutory requirements and Board priorities and in collaboration with key internal and external stakeholders. Examples of the team’s work include rulemakings, guidance, rule interpretations, and briefing materials for governors and other senior officials involving matters such as capital, liquidity, resolution, and other areas of the bank regulatory framework.
In this role, the incumbent should expect to: • Conduct qualitative and quantitative analysis in support of policy development • Interpret regulations and guidance relating to banking organizations of various sizes • Draft or contribute to written policy materials and communications materials on regulatory and supervisory policy matters • Engage, coordinate, and collaborate with stakeholders within the Federal Reserve, with other U.S. financial regulatory agencies, and with international counterparts REQUIRED SKILLS: FR-26: • Bachelor’s degree in finance, accounting, business administration, public policy, economics, or another related field and a minimum of 4 years of related experience
OR • Master’s degree in a related field and a minimum of 3 years of related experience
FR- 26: • Bachelor's Degree in finance, accounting, business administration, public policy, economics, or another related field and a minimum of 5 years of related experience
OR • Master's degree in a related field and a minimum of 4 years of related experience
Senior Financial Institution and Policy Analysts must be able to immediately contribute to the success of work requiring the following competencies and be able to serve as an advisor to provide insight in their application: • Data Collection & Analysis: The ability to collect and analyze quantitative and qualitative data • Financial Analysis: The ability to conduct financial analyses to identify patterns, trends, or themes in financial or operational data • Risk Management: The ability to utilize risk management principles to evaluate and mitigate potential risks • Knowledge of Financial Markets and Institutions: The ability to apply an understanding of how financial markets and institutions are impacted by changes in regulations and policy and vise-versa • Knowledge of Relevant Policy: The ability to interpret, apply and recommend changes as needed to policies specific to areas of responsibility • Knowledge of Relevant Law and Regulation: The ability to interpret and apply law and regulations related to areas of responsibility; evaluate the impact of changes in law and/or regulations
The ideal candidate will have a proven record of: • Ability to conduct analysis and writing in support of policy development and to understand and interpret regulations and guidance for banking organizations of various sizes • Strong critical thinking, problem-solving, and analytical skills. • Strong written and oral communication skills. • Ability to learn, digest, and engage in new topics. Candidate feels comfortable working in unfamiliar territory and delving into new topics, issues, and challenges. • Intellectual curiosity and interest in financial institution regulatory and policy issues. • Flexibility to manage competing priorities efficiently and to complete tasks under tight deadlines. • Ability to distill complex information and identify appropriate options or solutions for decision makers. • Ability to incorporate feedback effectively and efficiently. • Strong attention to detail, thoroughness, organization, timeliness, sound judgment, resourcefulness, and creativity.
Additional qualifications for grade FR-27 only: • Ability to manage and successfully complete multiple and/or complex projects simultaneously, keeping management and senior leadership apprised of developments and areas of disagreement. • Ability to provide day-to-day guidance to junior staff and facilitate their learning and development. • Exhibit leadership, make appropriate decisions, and can work across stakeholders to accomplish key project objectives or outcomes.
Experience or knowledge in finance, capital markets, or banking is desirable. Advanced degree in business, law, public policy, or related fields is desirable.
Notes: • Travel required: 5-10%. • The interview process may include a writing exercise. • This position will require an on-site presence in Washington, DC.
Federal Reserve Board
Washington, District of Columbia
DESCRIPTION/RESPONSIBILITIES: Financial Institution and Policy Analysts work under regular supervision to conduct in-depth analyses on quantitative and qualitative data. Perform assigned project tasks while developing domain expertise and may lead well-defined tasks within a project. Share information and ideas regarding projects and work primarily for their Project Team, Section, or Division. Prepare and deliver communications including presentations and recommendations to others in the Section/Division and/or to external stakeholders.
Financial Institution and Policy Analysts perform the following responsibilities under regular supervision: • Perform quantitative and/or qualitative analyses in support of FRB mission, Division goals, and Section objectives • Assist senior staff by providing support, information or analysis • Prepare and deliver clear, accurate and concise communication orally and in writing • Share information and ideas regarding projects and work for Section/Project Teams/Division or external stakeholders • Perform assigned project tasks and lead well-defined tasks within a project • Support Section or Division in areas of expertise • Begin to develop areas of expertise
The LISCC supervision program is the Federal Reserve’s supervisory program for the nation’s largest and most systemic financial institutions. Its primary objective is to maintain safe and competitive U.S. and global banking systems. LISCC comprises of national programs staffed by individuals from multiple Reserve Banks and the Board, including Capital, Liquidity, Monitoring and Analysis Program (MAP), Governance and Controls (G&C), and Recovery and Resolution Program (RRP).
Description of LISCC Capital section: The LISCC Capital Section has an available position focusing on Capital-related examinations and support for policy and informational Board engagement with capital-related matters for large and complex firms. The capital program supports all facets of the national Capital Program. The program plans, facilitates, and directs the successful execution of the Capital Program's supervisory agenda through active forward planning and by providing a centralized logistics function. The LISCC Capital Section also develops and maintains a continuous understanding of supervisory issues pertinent to capital at large and complex firms to facilitate Board decisions and provide timely and effective information products to senior management and the broader Capital Program.
Principal Duties and Responsibilities: • Collaborate closely with other stakeholders to identify and develop supervisory and policy responses to risks that may arise. Examples of other stakeholders include dedicated supervisory teams (DST), horizontal evaluation teams (HET) and Board policy and legal. • Develop presentations and recommended messages for the Capital Steering Committee, as well as present any key divergent views to the senior stakeholders for final review and approval. • Coordinate and collaborate with LISCC program counterparts, including the Resolution and Recovery Program (RRP), the Liquidity Program, the Monitoring and Analysis Program (MAP) and the Governance and Controls Program (G&C), by participating in firm specific and horizontal examinations across various teams. • Serve as a subject matter expert on Capital topics.
REQUIRED SKILLS: FR-24: • Bachelor’s degree in finance, accounting, business administration, public policy, economics, or another related field and a minimum of 2 years of related experience
OR • Master’s degree in a related field and a minimum of 1 year of related experience
FR- 25: • Bachelor's Degree in finance, accounting, business administration, public policy, economics, or another related field and a minimum of 3 years of related experience
OR • Master's degree in a related field and a minimum of 2 years of related experience.
Must be able to perform basic or developmental level work in activities involving these competencies after receiving specific instructions and guidance: • Data Collection & Analysis: The ability to collect and analyze quantitative and qualitative data • Financial Analysis: The ability to conduct financial analyses to identify patterns, trends, or themes in financial or operational data • Risk Management: The ability to utilize risk management principles to evaluate and mitigate potential risks • Reviews and Examinations: The ability to participate in or lead reviews and/or examinations of Reserve Banks or other financial institutions • Knowledge of Financial Markets and Institutions: The ability to apply an understanding of how financial markets and institutions are impacted by changes in regulations and policy and vise-versa. • Knowledge of Relevant Policy: The ability to interpret, apply, and recommend changes as needed to policies specific to areas of responsibility • Knowledge of Relevant Law and Regulation: The ability to interpret and apply law and regulations related to areas of responsibility; evaluate the impact of changes in law and/or regulations • Knowledge of Various Financial Topics: basic knowledge of capital, liquidity, derivatives, and trading activities and/or in operational issues related to collateral management, payments clearing and settlement (PCS), and management information systems (MIS).
The successful candidate will have a proven record of: • Strong analytical skills • Strong written and verbal communication skills • Strong oral presentation skills • Strong teamwork and collaboration skills • Ability to communicate highly complex issues and supervisory concerns to a broad audience • Some experience or interest in learning how to analyze, interpret and present data. • Intellectual curiosity and mastery of complex topics
Note : The interview process will include a writing exercise. This position will require an on-site presence in Washington, DC- relocation assistance is available.
Sep 16, 2022
Full time
DESCRIPTION/RESPONSIBILITIES: Financial Institution and Policy Analysts work under regular supervision to conduct in-depth analyses on quantitative and qualitative data. Perform assigned project tasks while developing domain expertise and may lead well-defined tasks within a project. Share information and ideas regarding projects and work primarily for their Project Team, Section, or Division. Prepare and deliver communications including presentations and recommendations to others in the Section/Division and/or to external stakeholders.
Financial Institution and Policy Analysts perform the following responsibilities under regular supervision: • Perform quantitative and/or qualitative analyses in support of FRB mission, Division goals, and Section objectives • Assist senior staff by providing support, information or analysis • Prepare and deliver clear, accurate and concise communication orally and in writing • Share information and ideas regarding projects and work for Section/Project Teams/Division or external stakeholders • Perform assigned project tasks and lead well-defined tasks within a project • Support Section or Division in areas of expertise • Begin to develop areas of expertise
The LISCC supervision program is the Federal Reserve’s supervisory program for the nation’s largest and most systemic financial institutions. Its primary objective is to maintain safe and competitive U.S. and global banking systems. LISCC comprises of national programs staffed by individuals from multiple Reserve Banks and the Board, including Capital, Liquidity, Monitoring and Analysis Program (MAP), Governance and Controls (G&C), and Recovery and Resolution Program (RRP).
Description of LISCC Capital section: The LISCC Capital Section has an available position focusing on Capital-related examinations and support for policy and informational Board engagement with capital-related matters for large and complex firms. The capital program supports all facets of the national Capital Program. The program plans, facilitates, and directs the successful execution of the Capital Program's supervisory agenda through active forward planning and by providing a centralized logistics function. The LISCC Capital Section also develops and maintains a continuous understanding of supervisory issues pertinent to capital at large and complex firms to facilitate Board decisions and provide timely and effective information products to senior management and the broader Capital Program.
Principal Duties and Responsibilities: • Collaborate closely with other stakeholders to identify and develop supervisory and policy responses to risks that may arise. Examples of other stakeholders include dedicated supervisory teams (DST), horizontal evaluation teams (HET) and Board policy and legal. • Develop presentations and recommended messages for the Capital Steering Committee, as well as present any key divergent views to the senior stakeholders for final review and approval. • Coordinate and collaborate with LISCC program counterparts, including the Resolution and Recovery Program (RRP), the Liquidity Program, the Monitoring and Analysis Program (MAP) and the Governance and Controls Program (G&C), by participating in firm specific and horizontal examinations across various teams. • Serve as a subject matter expert on Capital topics.
REQUIRED SKILLS: FR-24: • Bachelor’s degree in finance, accounting, business administration, public policy, economics, or another related field and a minimum of 2 years of related experience
OR • Master’s degree in a related field and a minimum of 1 year of related experience
FR- 25: • Bachelor's Degree in finance, accounting, business administration, public policy, economics, or another related field and a minimum of 3 years of related experience
OR • Master's degree in a related field and a minimum of 2 years of related experience.
Must be able to perform basic or developmental level work in activities involving these competencies after receiving specific instructions and guidance: • Data Collection & Analysis: The ability to collect and analyze quantitative and qualitative data • Financial Analysis: The ability to conduct financial analyses to identify patterns, trends, or themes in financial or operational data • Risk Management: The ability to utilize risk management principles to evaluate and mitigate potential risks • Reviews and Examinations: The ability to participate in or lead reviews and/or examinations of Reserve Banks or other financial institutions • Knowledge of Financial Markets and Institutions: The ability to apply an understanding of how financial markets and institutions are impacted by changes in regulations and policy and vise-versa. • Knowledge of Relevant Policy: The ability to interpret, apply, and recommend changes as needed to policies specific to areas of responsibility • Knowledge of Relevant Law and Regulation: The ability to interpret and apply law and regulations related to areas of responsibility; evaluate the impact of changes in law and/or regulations • Knowledge of Various Financial Topics: basic knowledge of capital, liquidity, derivatives, and trading activities and/or in operational issues related to collateral management, payments clearing and settlement (PCS), and management information systems (MIS).
The successful candidate will have a proven record of: • Strong analytical skills • Strong written and verbal communication skills • Strong oral presentation skills • Strong teamwork and collaboration skills • Ability to communicate highly complex issues and supervisory concerns to a broad audience • Some experience or interest in learning how to analyze, interpret and present data. • Intellectual curiosity and mastery of complex topics
Note : The interview process will include a writing exercise. This position will require an on-site presence in Washington, DC- relocation assistance is available.
Federal Reserve Board
Washington, District of Columbia
DESCRIPTION/RESPONSIBILITIES: Senior Financial Institution and Policy Analysts work under limited guidance to design and conduct in-depth analyses on quantitative and qualitative data. Serve as the project or team leader for Section, Division, Board, or system initiatives. May also serve as Board liaison or representative in consulting/collaborating with domestic agencies, international authorities, and/or standard-setting bodies. Prepare and deliver communications including presentations and recommendations to others in the Section/Division and/or to external stakeholders. Act as recognized domain experts within the Division. Some travel is required. Senior Financial Institution and Policy Analysts perform the following responsibilities with limited guidance: • Lead and perform quantitative and/or qualitative analyses in support of FRB mission, Division goals, and Section objectives • Prepare and deliver clear, accurate and concise communication orally and in writing • Serve as Board liaisons or representatives in consulting/collaborating with domestic agencies/international authorities/standard-setting bodies • Serve as project or team leaders for Section, Division, Board, or system initiatives • Provide guidance and mentorship to new or junior staff • Contribute to and advise on discussions and analyses across the Board • Act as the recognized domain expert within Division Senior Financial Institution and Policy Analysts at the Federal Reserve Board may play many roles related to their jobs. They are responsible for a combination of the following roles: Data Analysis • Lead production of charts, graphs, and other visuals to help analyze data • Identify relevant issues and trends and draw conclusions through analysis of quantitative and qualitative data • Identify data that can be used to analyze policy Examination and Supervision • Lead examinations and reviews • Implement supervision and/or oversight policies and/or programs Financial Analysis • Lead analyses of financial, regulatory, and compliance data and information in support of Division/Section's area of responsibility • Clearly present analyses of financial, regulatory, and compliance data • Identify relevant issues and trends and draw conclusions through analysis of financial, regulatory, and compliance data Policy • Interpret and/or implement policy, regulation, and/or guidance • Draft and review policy recommendations supported by logical reasoning and sound analysis Risk Management • Identify and analyze emerging risks in financial institutions and markets, and/or for consumers and communities • Apply appropriate risk management frameworks and policies to support oversight of financial institutions REQUIRED SKILLS: Position Qualifications : A bachelor’s degree in finance, accounting, business administration, public policy, economics, or another related field and a minimum of 5 years of related experience, or a master’s degree in a related field and 4 years of related experience (FR-27) or 6 years of related experience, or a master's degree in a related field and 5 years of realted experience (FR-28). Must be able to immediately contribute to the success of work requiring the following competencies, and be able to serve as advisors to provide insight in their application: • Data Collection & Analysis: The ability to collect and analyze quantitative and qualitative data • Financial Analysis: The ability to conduct financial analyses to identify patterns, trends, or themes in financial or operational data • Risk Management: The ability to utilize risk management principles to evaluate and mitigate potential risks • Reviews and Examinations: The ability to participate in or lead reviews and/or examinations of Reserve Banks or other financial institutions • Knowledge of Financial Markets and Institutions: The ability to apply an understanding of how financial markets and institutions are impacted by changes in regulations and policy and vise-versa • Knowledge of Relevant Policy: The ability changes as needed to policies specific to areas of responsibility • Knowledge of Relevant Law and Regulation: The ability to interpret and apply law and regulations related to areas of responsibility; evaluate the impact of changes in law and/or regulations Remarks : The Climate Analyst will join the Climate Policy team to lead and coordinate complex analytical projects to understand and assess the potential implications of climate risks for supervised institutions. In this role, the Climate Analyst will develop innovative methods for mapping and measuring bank exposures to physical and transition risks, and play a leading role in analyzing transmission channels of climate risks to the banking sector, developing measurement methodologies and resolving data gaps and challenges. About the Team The Climate Policy team supports the Supervision Climate Committee (SCC) in building the Federal Reserve’s capacity to understand the potential implications of climate change for financial institutions. The SCC is responsible for analyzing the impact of climate change on banking institutions, identifying appropriate policy responses and developing a supervisory program to ensure banking institutions appropriately incorporate the financial risks of climate change into their risk management frameworks. The Climate Policy team works closely with the SCC Chair to implement the Committee’s objectives and workplan, as directed by the Board of Governors. Specific responsibilities: • Lead in-depth quantitative and qualitative analyses to support policy development and staff recommendations related to supervision and regulation of climate-related financial risks. • Analyze and prepare written memoranda or research on climate-related issues supported by logical reasoning and sound analysis. • Actively monitor market, regulatory and legislative developments via publicly-available resources and self-directed research. • Actively seek opportunities to collaborate with Supervision and Regulation colleagues, different Divisions within the Board of Governors, and subject matter experts throughout the Federal Reserve System in evaluating the financial risks of climate change. • Represent the Board of Governors on international work groups assessing the implications of climate-related risks on the financial sector. • Create strong internal and external networks; explicitly seek to understand and support the objectives of colleagues, incorporate effective reflection of policy views in new policy and recommendations. Desired skillsets: • Strong quantitative skills, including programming and data science. Experience in developing financial and econometric models as well as relevant models, empirical methods and data used to assess the financial risks of climate change is preferred. • Ability to distill complex information, identify appropriate options or solutions, evaluate potential implications of a given approach, and communicate technical issues to a non-technical audience. • Knowledge of climate-related risks, potential implications of climate change for the macroeconomy or financial sector, or approaches to identifying, measuring, monitoring and managing the financial risks of climate change. • Previous experience with financial risk modeling, risk measurement and management, including supervisory standards for effective stress testing, model risk management or capital management is preferred. • Ability to collaborate, develop rapport and credibility with a variety of stakeholders at the Board, other U.S. financial regulatory agencies and foreign central banks/supervisory authorities. • Experience working in or with central banks, regulatory or supervisory authorities or financial institutions is a plus. • Demonstrated ability to lead complex analytical projects and synthesize results to inform policy decisions. • Demonstrated ability to balance multiple priorities and meet tight deadlines within a fast-paced environment. • Relevant knowledge regarding finance, financial institutions, bank regulation, and economic trends. Candidates may be asked to complete an analytical exercise as part of the interview process. This is a hybrid role based in DC with an on-site expectation based on a cadence to be defined. Full vaccination is required as a condition of employment, unless a legally required exception applies.
Mar 21, 2022
Full time
DESCRIPTION/RESPONSIBILITIES: Senior Financial Institution and Policy Analysts work under limited guidance to design and conduct in-depth analyses on quantitative and qualitative data. Serve as the project or team leader for Section, Division, Board, or system initiatives. May also serve as Board liaison or representative in consulting/collaborating with domestic agencies, international authorities, and/or standard-setting bodies. Prepare and deliver communications including presentations and recommendations to others in the Section/Division and/or to external stakeholders. Act as recognized domain experts within the Division. Some travel is required. Senior Financial Institution and Policy Analysts perform the following responsibilities with limited guidance: • Lead and perform quantitative and/or qualitative analyses in support of FRB mission, Division goals, and Section objectives • Prepare and deliver clear, accurate and concise communication orally and in writing • Serve as Board liaisons or representatives in consulting/collaborating with domestic agencies/international authorities/standard-setting bodies • Serve as project or team leaders for Section, Division, Board, or system initiatives • Provide guidance and mentorship to new or junior staff • Contribute to and advise on discussions and analyses across the Board • Act as the recognized domain expert within Division Senior Financial Institution and Policy Analysts at the Federal Reserve Board may play many roles related to their jobs. They are responsible for a combination of the following roles: Data Analysis • Lead production of charts, graphs, and other visuals to help analyze data • Identify relevant issues and trends and draw conclusions through analysis of quantitative and qualitative data • Identify data that can be used to analyze policy Examination and Supervision • Lead examinations and reviews • Implement supervision and/or oversight policies and/or programs Financial Analysis • Lead analyses of financial, regulatory, and compliance data and information in support of Division/Section's area of responsibility • Clearly present analyses of financial, regulatory, and compliance data • Identify relevant issues and trends and draw conclusions through analysis of financial, regulatory, and compliance data Policy • Interpret and/or implement policy, regulation, and/or guidance • Draft and review policy recommendations supported by logical reasoning and sound analysis Risk Management • Identify and analyze emerging risks in financial institutions and markets, and/or for consumers and communities • Apply appropriate risk management frameworks and policies to support oversight of financial institutions REQUIRED SKILLS: Position Qualifications : A bachelor’s degree in finance, accounting, business administration, public policy, economics, or another related field and a minimum of 5 years of related experience, or a master’s degree in a related field and 4 years of related experience (FR-27) or 6 years of related experience, or a master's degree in a related field and 5 years of realted experience (FR-28). Must be able to immediately contribute to the success of work requiring the following competencies, and be able to serve as advisors to provide insight in their application: • Data Collection & Analysis: The ability to collect and analyze quantitative and qualitative data • Financial Analysis: The ability to conduct financial analyses to identify patterns, trends, or themes in financial or operational data • Risk Management: The ability to utilize risk management principles to evaluate and mitigate potential risks • Reviews and Examinations: The ability to participate in or lead reviews and/or examinations of Reserve Banks or other financial institutions • Knowledge of Financial Markets and Institutions: The ability to apply an understanding of how financial markets and institutions are impacted by changes in regulations and policy and vise-versa • Knowledge of Relevant Policy: The ability changes as needed to policies specific to areas of responsibility • Knowledge of Relevant Law and Regulation: The ability to interpret and apply law and regulations related to areas of responsibility; evaluate the impact of changes in law and/or regulations Remarks : The Climate Analyst will join the Climate Policy team to lead and coordinate complex analytical projects to understand and assess the potential implications of climate risks for supervised institutions. In this role, the Climate Analyst will develop innovative methods for mapping and measuring bank exposures to physical and transition risks, and play a leading role in analyzing transmission channels of climate risks to the banking sector, developing measurement methodologies and resolving data gaps and challenges. About the Team The Climate Policy team supports the Supervision Climate Committee (SCC) in building the Federal Reserve’s capacity to understand the potential implications of climate change for financial institutions. The SCC is responsible for analyzing the impact of climate change on banking institutions, identifying appropriate policy responses and developing a supervisory program to ensure banking institutions appropriately incorporate the financial risks of climate change into their risk management frameworks. The Climate Policy team works closely with the SCC Chair to implement the Committee’s objectives and workplan, as directed by the Board of Governors. Specific responsibilities: • Lead in-depth quantitative and qualitative analyses to support policy development and staff recommendations related to supervision and regulation of climate-related financial risks. • Analyze and prepare written memoranda or research on climate-related issues supported by logical reasoning and sound analysis. • Actively monitor market, regulatory and legislative developments via publicly-available resources and self-directed research. • Actively seek opportunities to collaborate with Supervision and Regulation colleagues, different Divisions within the Board of Governors, and subject matter experts throughout the Federal Reserve System in evaluating the financial risks of climate change. • Represent the Board of Governors on international work groups assessing the implications of climate-related risks on the financial sector. • Create strong internal and external networks; explicitly seek to understand and support the objectives of colleagues, incorporate effective reflection of policy views in new policy and recommendations. Desired skillsets: • Strong quantitative skills, including programming and data science. Experience in developing financial and econometric models as well as relevant models, empirical methods and data used to assess the financial risks of climate change is preferred. • Ability to distill complex information, identify appropriate options or solutions, evaluate potential implications of a given approach, and communicate technical issues to a non-technical audience. • Knowledge of climate-related risks, potential implications of climate change for the macroeconomy or financial sector, or approaches to identifying, measuring, monitoring and managing the financial risks of climate change. • Previous experience with financial risk modeling, risk measurement and management, including supervisory standards for effective stress testing, model risk management or capital management is preferred. • Ability to collaborate, develop rapport and credibility with a variety of stakeholders at the Board, other U.S. financial regulatory agencies and foreign central banks/supervisory authorities. • Experience working in or with central banks, regulatory or supervisory authorities or financial institutions is a plus. • Demonstrated ability to lead complex analytical projects and synthesize results to inform policy decisions. • Demonstrated ability to balance multiple priorities and meet tight deadlines within a fast-paced environment. • Relevant knowledge regarding finance, financial institutions, bank regulation, and economic trends. Candidates may be asked to complete an analytical exercise as part of the interview process. This is a hybrid role based in DC with an on-site expectation based on a cadence to be defined. Full vaccination is required as a condition of employment, unless a legally required exception applies.
Equal Opportunity Employer: Minority/Female/Disability/Veteran
Waste Management (WM), a Fortune 250 company, is the leading provider of comprehensive waste and environmental services in North America. We are strongly committed to a foundation of operating excellence, professionalism, and financial strength. WM serves nearly 25 million customers in residential, commercial, industrial, and municipal markets throughout North America through a network of collection operations, transfer stations, landfills, recycling facilities and waste-based energy production projects.
Waste Management has an exciting career opportunity for an Area Director of Finance / Business Partner II within the New England market area. The market area is comprised of MA, Upstate NY, RI, NH & ME. This is a high-level financial position with visibility to corporate. The positions reports directly to the VP Business Partner of Operations with a dotted line the Area Vice President of New England. This is a hybrid role, but can have an office in Foxborough, MA. Travel will vary, but can be up to 50% within the market area
I. Job Summary
The Area Director of Finance and Business Partner is the leader of the finance organization for the Area and the business partner to the Area Vice President and his/her leadership team. This role is a key member of the Area’s leadership team, providing financial reporting, forecasting, budgeting, profitability analysis, M&A valuation, and integration planning, capital investment support, market planning and accounting, for the Area. The role also partners with sales, pricing, public sector, and operations team members in influencing short-term and long-term Area strategy and making key people decisions. The New England Area at WM generates about $900 million in annual revenue and is an integrated business providing collection, disposal, recycling, and other services across the region.
Working with the Area Vice President and the area leadership team, this role assists in creating and directing the Area’s business strategy and ensures that resources are allocated effectively to execute upon the strategy. The Area Director of Finance has a deep understanding of WM’s strategic priorities, its tools, resources, and operating practices and uses these skills along with sound financial and business acumen to ensure that the Area’s strategy is well aligned with broader organization priorities.
The Area Director of Finance also provides functional leadership for all Area finance and accounting employees. Leadership, professional development, coaching and building high-functioning teams are key elements of the role. Given that WM is a decentralized organization, the Area Director of Finance must drive the priorities of both the Area and of the WM Finance organization. In its capacity as a leader of the WM Finance function, the Area Director of Finance is actively engaged in supporting and advancing the strategic priorities of the Finance team. This requires strategic engagement with corporate finance functions including: Corporate FP&A, Treasury, Accounting, Investor Relations, Tax, Internal Audit & Controls, Finance Technology & Process Automation, Shared Services and Supply Chain.
II. Essential Duties and Responsibilities include the following. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Other minor duties may be assigned.
• Continuously build an intimate knowledge of the business – its customers, profit drivers, operational capabilities (including organic growth drivers, innovation opportunities, supply chain dynamics, etc.) – and how competitive and market dynamics drive strategy and operating results.
• Actively partner with the AVP and the Area Leadership team in setting and executing their strategies and operating plans by providing timely financial information and business performance evaluation as well as insightful and focused analysis. Sees around corners, anticipates trends and finds new opportunities for differentiated performance.
• With the AVP and their team, actively engage in the overall strategy development, including actionable business strategies with clear accountability, financial strategy and overall portfolio management enabled by corporate business development.
• Build and communicate logical annual operating and long-range plans consistent with near-term requirements and long-term strategic requirements. Assure forecast accuracy and accountable action plans to deliver planned results and to mitigate risk.
• Develop and execute a compelling and logical strategy for the Area and the Finance function that is aligned with WM’s broader Finance function’s priorities as well as enterprise strategy. Ensures achievement of business plans/financials.
• Establish a strong “tone at the top” related to WM’s commitments and values. Ensure that a strong framework for financial controls and business ethics is reinforced when carrying out all responsibilities.
• Provide energizing functional leadership with a focus on attracting, retaining, and developing top talent. Build and lead a value-add and focused finance team that is integrally involved with the day-to-day plans and operations of the business. Select and develop diverse, world-class talent for the Area.
• Continuously improve the function, looking for process standardization and automation opportunities, culling unnecessary work to free team members’ time for higher-value work and encouraging the delivery of business insights over report creation.
• Inspire teamwork across the Area, including the finance function and other business groups to maximize the WM opportunity and talent development. Ensure that the team has the required technical skills and abilities to produce accurate, complete, and timely financial statements.
• Be an engaged and respected member of WM’s Area and Corporate Finance leadership teams. Build relationships and partner to ensure effective team operations, transparency of reporting and decision-making and continuous high quality, strategic dialogue.
Desired experience and leadership traits:
• A clear, strategic thinker capable of simplifying strategy into business objectives/actions and drives them with clear metrics and accountability.
• Has capacity to sift through complex information and communicates messages clearly and concisely.
• Energizes team through inclusiveness and connection with people … flexible in approach to motivate and retain. Builds a connection with the team through personal involvement and trust … engages people to want to perform. Can coach and communicate in simple impactful terms.
• Knows how to create and lead a financial agenda for a large organization. Strong financial/technical expertise and analytical acumen. Demonstrated leadership through different business cycles. Understands financial and operational linkages and knows how to manage and control costs.
• Ability to combine analytical reasoning, creativity and judgment. A results-oriented, prudent risk-taker that ensures economic value is paramount in decision making.
• Quick learner, comfortable with steep learning curves and able to handle simultaneous complex matters. Deals effectively with both strategic and tactical operational issues. Loves the best ideas, not his/her own ideas.
• Self-motivated, high energy, resourceful and confident (yet, humble) with positive can-do attitude. High level of commitment to the job and delivering outstanding work.
• Challenges the status quo and drives positive change using a data driven and fact-based approach to decision making.
• Puts the need of the WM enterprise and business ahead of him/herself. Operates in a transparent manner with no hidden agenda. Owns misses and learns from failures and adversity.
III. Supervisory Responsibilities
• Direct supervision of 6 full-time managers, including:
• Indirect supervision of 19+ full-time employees.
IV. Qualifications
The requirements listed below are representative of the qualifications necessary to perform the job.
A. Education and Experience
• Minimum of 15 years of applicable financial management experience in progressively responsible assignments preferably in public companies
• Experience reporting to a senior line executive responsible for the profit and loss of a business unit preferred.
• Has interacted with senior management teams, preparing management-level presentations and actively participating in the presentation of results and strategic priorities and financial plans.
• Experience negotiating with external parties including customers and suppliers, as well as with business partners and internal executive stakeholders.
• Undergraduate degree required, an advanced degree (e.g. MBA, CPA) and/or Fortune 500 finance training program is desirable.
B. Certificates, Licenses, Registrations or Other Requirements
Preferred: Certified Public Accountant, or equivalent
C. Other Knowledge, Skills or Abilities Required
Microsoft Office Suite and GAAP requirements
V. Work Environment
Listed below are key points regarding environmental demands and work environment of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
• Required to use motor coordination with finger dexterity (such as keyboarding, machine operation, etc.) most of the work day;
• Required to exert physical effort in handling objects less than 30 pounds rarely;
• Required to be exposed to physical occupational risks (such as cuts, burns, exposure to toxic chemicals, etc.) rarely;
• Required to be exposed to physical environment which involves dirt, odors, noise, weather extremes or similar elements rarely;
• Normal setting for this job is: hybrid, office setting, but travel will be required throughout the Area.
Benefits At Waste Management, each eligible employee receives a competitive total compensation package including Medical, Dental, Vision, Life Insurance and Short Term Disability. As well as a Stock Purchase Plan, Company match on 401K, and more! Our employees also receive Paid Vacation, Holidays, and Personal Days. Please note that benefits may vary by site.
If this sounds like the opportunity that you have been looking for, please click "Apply.”
Oct 11, 2021
Full time
Equal Opportunity Employer: Minority/Female/Disability/Veteran
Waste Management (WM), a Fortune 250 company, is the leading provider of comprehensive waste and environmental services in North America. We are strongly committed to a foundation of operating excellence, professionalism, and financial strength. WM serves nearly 25 million customers in residential, commercial, industrial, and municipal markets throughout North America through a network of collection operations, transfer stations, landfills, recycling facilities and waste-based energy production projects.
Waste Management has an exciting career opportunity for an Area Director of Finance / Business Partner II within the New England market area. The market area is comprised of MA, Upstate NY, RI, NH & ME. This is a high-level financial position with visibility to corporate. The positions reports directly to the VP Business Partner of Operations with a dotted line the Area Vice President of New England. This is a hybrid role, but can have an office in Foxborough, MA. Travel will vary, but can be up to 50% within the market area
I. Job Summary
The Area Director of Finance and Business Partner is the leader of the finance organization for the Area and the business partner to the Area Vice President and his/her leadership team. This role is a key member of the Area’s leadership team, providing financial reporting, forecasting, budgeting, profitability analysis, M&A valuation, and integration planning, capital investment support, market planning and accounting, for the Area. The role also partners with sales, pricing, public sector, and operations team members in influencing short-term and long-term Area strategy and making key people decisions. The New England Area at WM generates about $900 million in annual revenue and is an integrated business providing collection, disposal, recycling, and other services across the region.
Working with the Area Vice President and the area leadership team, this role assists in creating and directing the Area’s business strategy and ensures that resources are allocated effectively to execute upon the strategy. The Area Director of Finance has a deep understanding of WM’s strategic priorities, its tools, resources, and operating practices and uses these skills along with sound financial and business acumen to ensure that the Area’s strategy is well aligned with broader organization priorities.
The Area Director of Finance also provides functional leadership for all Area finance and accounting employees. Leadership, professional development, coaching and building high-functioning teams are key elements of the role. Given that WM is a decentralized organization, the Area Director of Finance must drive the priorities of both the Area and of the WM Finance organization. In its capacity as a leader of the WM Finance function, the Area Director of Finance is actively engaged in supporting and advancing the strategic priorities of the Finance team. This requires strategic engagement with corporate finance functions including: Corporate FP&A, Treasury, Accounting, Investor Relations, Tax, Internal Audit & Controls, Finance Technology & Process Automation, Shared Services and Supply Chain.
II. Essential Duties and Responsibilities include the following. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Other minor duties may be assigned.
• Continuously build an intimate knowledge of the business – its customers, profit drivers, operational capabilities (including organic growth drivers, innovation opportunities, supply chain dynamics, etc.) – and how competitive and market dynamics drive strategy and operating results.
• Actively partner with the AVP and the Area Leadership team in setting and executing their strategies and operating plans by providing timely financial information and business performance evaluation as well as insightful and focused analysis. Sees around corners, anticipates trends and finds new opportunities for differentiated performance.
• With the AVP and their team, actively engage in the overall strategy development, including actionable business strategies with clear accountability, financial strategy and overall portfolio management enabled by corporate business development.
• Build and communicate logical annual operating and long-range plans consistent with near-term requirements and long-term strategic requirements. Assure forecast accuracy and accountable action plans to deliver planned results and to mitigate risk.
• Develop and execute a compelling and logical strategy for the Area and the Finance function that is aligned with WM’s broader Finance function’s priorities as well as enterprise strategy. Ensures achievement of business plans/financials.
• Establish a strong “tone at the top” related to WM’s commitments and values. Ensure that a strong framework for financial controls and business ethics is reinforced when carrying out all responsibilities.
• Provide energizing functional leadership with a focus on attracting, retaining, and developing top talent. Build and lead a value-add and focused finance team that is integrally involved with the day-to-day plans and operations of the business. Select and develop diverse, world-class talent for the Area.
• Continuously improve the function, looking for process standardization and automation opportunities, culling unnecessary work to free team members’ time for higher-value work and encouraging the delivery of business insights over report creation.
• Inspire teamwork across the Area, including the finance function and other business groups to maximize the WM opportunity and talent development. Ensure that the team has the required technical skills and abilities to produce accurate, complete, and timely financial statements.
• Be an engaged and respected member of WM’s Area and Corporate Finance leadership teams. Build relationships and partner to ensure effective team operations, transparency of reporting and decision-making and continuous high quality, strategic dialogue.
Desired experience and leadership traits:
• A clear, strategic thinker capable of simplifying strategy into business objectives/actions and drives them with clear metrics and accountability.
• Has capacity to sift through complex information and communicates messages clearly and concisely.
• Energizes team through inclusiveness and connection with people … flexible in approach to motivate and retain. Builds a connection with the team through personal involvement and trust … engages people to want to perform. Can coach and communicate in simple impactful terms.
• Knows how to create and lead a financial agenda for a large organization. Strong financial/technical expertise and analytical acumen. Demonstrated leadership through different business cycles. Understands financial and operational linkages and knows how to manage and control costs.
• Ability to combine analytical reasoning, creativity and judgment. A results-oriented, prudent risk-taker that ensures economic value is paramount in decision making.
• Quick learner, comfortable with steep learning curves and able to handle simultaneous complex matters. Deals effectively with both strategic and tactical operational issues. Loves the best ideas, not his/her own ideas.
• Self-motivated, high energy, resourceful and confident (yet, humble) with positive can-do attitude. High level of commitment to the job and delivering outstanding work.
• Challenges the status quo and drives positive change using a data driven and fact-based approach to decision making.
• Puts the need of the WM enterprise and business ahead of him/herself. Operates in a transparent manner with no hidden agenda. Owns misses and learns from failures and adversity.
III. Supervisory Responsibilities
• Direct supervision of 6 full-time managers, including:
• Indirect supervision of 19+ full-time employees.
IV. Qualifications
The requirements listed below are representative of the qualifications necessary to perform the job.
A. Education and Experience
• Minimum of 15 years of applicable financial management experience in progressively responsible assignments preferably in public companies
• Experience reporting to a senior line executive responsible for the profit and loss of a business unit preferred.
• Has interacted with senior management teams, preparing management-level presentations and actively participating in the presentation of results and strategic priorities and financial plans.
• Experience negotiating with external parties including customers and suppliers, as well as with business partners and internal executive stakeholders.
• Undergraduate degree required, an advanced degree (e.g. MBA, CPA) and/or Fortune 500 finance training program is desirable.
B. Certificates, Licenses, Registrations or Other Requirements
Preferred: Certified Public Accountant, or equivalent
C. Other Knowledge, Skills or Abilities Required
Microsoft Office Suite and GAAP requirements
V. Work Environment
Listed below are key points regarding environmental demands and work environment of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
• Required to use motor coordination with finger dexterity (such as keyboarding, machine operation, etc.) most of the work day;
• Required to exert physical effort in handling objects less than 30 pounds rarely;
• Required to be exposed to physical occupational risks (such as cuts, burns, exposure to toxic chemicals, etc.) rarely;
• Required to be exposed to physical environment which involves dirt, odors, noise, weather extremes or similar elements rarely;
• Normal setting for this job is: hybrid, office setting, but travel will be required throughout the Area.
Benefits At Waste Management, each eligible employee receives a competitive total compensation package including Medical, Dental, Vision, Life Insurance and Short Term Disability. As well as a Stock Purchase Plan, Company match on 401K, and more! Our employees also receive Paid Vacation, Holidays, and Personal Days. Please note that benefits may vary by site.
If this sounds like the opportunity that you have been looking for, please click "Apply.”