Financial Planning and Analysis

• Teach finance courses to undergraduate and graduate students
• Facilitate student learning in accordance with DeVry University requirements
• Develop course syllabi and lesson plans
• Organize, prepare, revise, and update course materials
• Use online technologies and course-related software, including websites, email, and online discussions
• Model effective oral and written communication
• Publish course objectives, assignment and examination dates, and evaluation weightings
• Ensure exams align with course terminal objectives
• Prepare and grade exams consistently and fairly
• Provide timely feedback to students
• Integrate responsible AI technologies into classroom teaching and learning
• Recognize, evaluate, and address appropriate and inappropriate student use of AI tools
• Complete other duties as assigned

Visiting Professor of Finance

• Build financial plans with brokerage products, including stocks, bonds, mutual funds, annuities, banking, and money management solutions
• Recommend banking and investment strategies aligned with client financial goals and needs
• Triage client requests and refer them to appropriate internal service providers based on needs and asset thresholds
• Mitigate and control risk in daily activities
• Identify and engage potential new clients through referrals or financial center clientele
• Provide comprehensive advice and customized financial solutions
• Meet with clients to review financial and investment goals and recommend products
• Complete required licenses and trainings

Financial Solutions Advisor

• Own Product investment envelope, including OpEx and headcount budgets across Engineering, Product, and Design
• Ensure investments align with company strategy, efficient spend, and margin targets
• Drive workforce planning by building bottoms-up headcount models by function and level
• Partner with Engineering leaders to sequence hiring against roadmap needs, compliance requirements, and operational scale
• Develop forecasting models for cloud hosting, AI/compute, internal tooling, SaaS applications, and enterprise systems
• Identify optimization opportunities across product infrastructure and corporate technology
• Evaluate build-versus-buy decisions, capitalizable versus expensed R&D, and vendor investments
• Provide ROI-based recommendations and assess long-term cost structure impact
• Lead monthly budget-versus-actuals reviews for EPD
• Automate reporting, improve accrual accuracy, and surface actionable insights

Senior Finance Manager, Product & Engineering

• Provide comprehensive advice and customized solutions to clients to help achieve financial goals
• Triage client leads and make referrals to business partners based on client needs and asset thresholds
• Meet with clients to review financial and investment goals and recommend products
• Build financial plans using brokerage products such as stocks, bonds, mutual funds, annuities, banking, and money-managed solutions
• Recommend banking and investment strategies aligned with client goals and needs
• Mitigate and control risk in daily activities
• Identify and engage potential new clients through referrals or financial center clientele
• Complete required licenses and trainings
• Manage residential mortgage loan originations subject to SAFE Act requirements

• Lead discovery, demos, pilots, trainings, onboarding, and custom builds alongside Account Executives and Customer Success Managers
• Engage with buyout funds, sector specialists, and serial acquirers throughout the pre-sales process and beyond
• Lead live pilots on investment opportunities
• Guide sponsors on AI capabilities
• Build screening, underwriting, diligence, and investment committee workflows in firms' templates and formats
• Review CIMs and management presentations
• Analyze QoE reports and data packs
• Interrogate banker and operating models
• Perform LBO and returns analysis and comps analysis
• Conduct add-on screening
• Prepare investment committee materials
• Support portfolio monitoring, add-on pipeline tracking, and valuation
• Bring deal-team feedback into product development and help shape Harvey's product roadmap
• Build the buyout playbook, including demo library, workflow templates, and use cases
• Travel approximately 2–3+ times per month for significant business needs, typically 1–3 days per trip

Forward Deployed Finance Engineer, Buyout

• Lead discovery, demos, pilots, trainings, onboarding, and custom builds alongside Account Executives and Customer Success Managers
• Translate real investment work into Harvey solutions across the customer lifecycle
• Build the real estate playbook, including demo library, workflow templates, and use cases
• Run live pilots and lead the real estate practice as the team grows
• Engage with real estate private equity platforms, real estate debt funds, insurer and asset-manager real estate arms, and developer-investors throughout the pre-sales process and beyond
• Guide investors through AI capabilities
• Build screening, underwriting, and investment committee workflows in customers' templates and formats
• Review OMs and broker packages
• Normalize rent rolls and T-12s
• Abstract leases and estoppels
• Build ARGUS and acquisition models
• Review appraisal, property condition, and environmental reports
• Analyze sale and rent comparables
• Review loan documents and term sheets
• Prepare investment committee materials
• Support post-close asset management reporting, loan compliance, and valuation
• Bring acquisitions-team feedback into product development and help shape Harvey's product roadmap
• Travel approximately 2–3+ times per month for significant business needs, typically 1–3 days per trip

Forward Deployed Finance Engineer, Real Estate

• Lead discovery, demos, pilots, trainings, onboarding, and custom builds alongside Account Executives and Customer Success Managers
• Translate private credit investment work into Harvey solutions across the customer lifecycle
• Build the private credit playbook, including demo library, workflow templates, and use cases
• Run live pilots on credit opportunities
• Lead the private credit practice as the team grows
• Engage with direct lenders, opportunistic and specialty finance managers, BDC managers, and insurer credit arms throughout pre-sales and post-sales
• Guide lenders through AI capabilities
• Build screening, underwriting, and credit committee workflows in firms’ templates and formats
• Perform lender presentation and CIM review, QoE read-throughs, data pack analysis, cash flow and leverage modeling, sizing and structuring, covenant and credit agreement review, credit memo drafting, and comps
• Conduct compliance certificate review, covenant tracking, amendment and waiver analysis, and quarterly portfolio reporting
• Bring credit-team feedback into product development and help shape Harvey’s product roadmap
• Travel approximately 2–3+ times per month for significant business needs, typically 1–3 days at a time

Forward Deployed Finance Engineer, Private Credit

• Support the media buying process for Hyundai, Kia, and Genesis video media plans
• Work with agency strategy teams and network partners to ensure plans deliver against campaign goals
• Manage day-to-day buying activities and negotiate with multimedia partners
• Enter buys into systems and ensure timely execution
• Analyze proposals and manage partner buy negotiations
• Monitor network buys, set schedule deadlines, and resolve billing discrepancies
• Train Associates on buy negotiation and maintenance of media schedules in Prisma and MediaOcean
• Develop knowledge of client goals, guidelines, and strategies
• Evaluate media opportunities and make recommendations
• Perform basic buying functions under manager direction
• Provide administrative and systems support to buying teams
• Apply department tools and research to planning and stewardship of buys
• Set up and maintain required reports
• Deliver and present post-buy reports to Hyundai, Kia, and Genesis clients with manager support

National Video Investment Specialist

• Conduct specialized and highly complex financial analysis supporting pharmacy finance functions
• Provide senior management with analysis for operational, financial, and strategic decisions
• Analyze financial data using Workday, TPMS/Financial Advantage, Epic, Sage, and other pharmacy systems
• Review accounting policies and procedures for efficiency, accuracy, and GAAP compliance
• Produce pharmacy financial dashboards and review requisitions for financial accuracy and budget alignment
• Support over $100M in pharmacy purchase orders and invoice submissions, including accounting treatment and cost forecasting
• Research income statements and perform decision-support analysis
• Review financial data and resolve discrepancies
• Prepare reports, graphs, charts, conclusions, recommendations, and materials for external auditors
• Assist with cash-handling oversight and general-ledger reconciliation
• Investigate financial-data issues, evaluate variances, and communicate findings to leadership
• Assist with developing and modifying pharmacy finance policies and procedures
• Coordinate with University service departments, pharmacy managers, and directors on reporting, purchasing activities, fluctuations, and variances
• Provide guidance and training to pharmacy staff
• Monitor financial-management trends and adapt planning, control, and analytical processes
• Lead or coordinate assigned financial special projects, including timelines and activity plans
• Perform other duties as assigned

Financial Analyst II – Pharmacy Finance

• Own and execute a strategic project addressing a key business challenge
• Collaborate cross-functionally with teams across the organization
• Conduct market research, data analysis, and modeling to support decision-making
• Present findings and recommendations to senior leadership
• Engage in networking, mentorship, and professional development opportunities

Financial Planning and Analysis jobs in New York

Visiting Professor of Finance

Financial Solutions Advisor

Senior Finance Manager, Product & Engineering

Financial Solutions Advisor

Forward Deployed Finance Engineer, Buyout

Forward Deployed Finance Engineer, Real Estate

Forward Deployed Finance Engineer, Private Credit

National Video Investment Specialist

Financial Analyst II – Pharmacy Finance

MBA Summer Intern – Finance/Strategy