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Finance research

154 research jobs found

HR
May 01, 2026  
Lead Tax Research Analyst
Our Company: We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block! What you'll do...: As a Lead Tax Research Analyst with The Tax Institute (TTI), you will conduct independent, in-depth research and analysis on complex federal and state tax matters. In this role, you will work independently and collaborate closely with other research team members to proactively identify and resolve tax-related issues, ensuring full compliance with established research standards. You will deliver well-reasoned, thoroughly evaluated responses to technical tax inquiries from field management and tax...
H&R Block MO
IE
May 01, 2026  
Senior Director, Index Research & Development
Overview: Job Purpose We are seeking an exceptional Senior Director of Index Research & Development to lead our Index Research & Development team in designing, developing, and implementing next-generation index methodologies. This strategic leadership role will drive innovation in index construction, backtesting new ideas and approaches to provide solutions to evolving investor needs. While the core role is the development of new indices and approaches to index construction, a critical part of the role is to also deliver thought leadership to our clients and put ICE Data Indices at the forefront of innovation in index design. This Index R&D role is not confined to any specific asset segment boundaries. Suitable candidates are expected to be deeply knowledgeable of fixed income securities and analytics, but also familiar with equities and commodity futures, swaps, etc., and all associated quantitative methods for analyzing risk and return of these market segments....
Intercontinental Exchange Holdings, Inc. New York, NY Full time
MC
May 04, 2026  
Senior Tax Accounting Associate
Do you want to be part of a team that offers work/life balance while being invested in your success? If so, join our team today! At Mercadien, work/life balance is important to us, which is why we’ve implemented a hybrid work from home policy to keep our team happy, healthy & working to their full potential. The Mercadien Group has an immediate opening for a Senior Accounting Associate to become part of our Tax team. PI12b95c45a548-37641-40438148 Job Requirements Responsibilities Prepares complex returns for a variety of entities Review simple returns for a variety of entities; estimated tax for individuals and corporations Responds to moderately difficult IRS and State Tax notices Monitors work flow of returns to ensure budget guidelines are met Performs and documents research of moderately difficult tax issues using all of the research tools available Able to prepare and review C Corporation, S Corporation, Partnership, Qualified Plans, International...
Mercadien Consulting LLC Hamilton Township, NJ
MC
May 04, 2026  
Staff Level Tax Associate
Are you looking to build a robust career in accounting with a focus on tax? Join our dynamic Tax Team as a Staff Level Tax Associate! In this role, you will gain valuable experience and understanding of accounting processes through hands-on work. We are seeking a highly organized individual who can multitask, prioritize, and manage time effectively.  Your responsibilities will include preparing basic tax returns, conducting research, and developing critical thinking skills to generate potential solutions to present to your supervisor.  PI9060d975aa3d-37641-40438060 Job Requirements Responsibilities Prepares simple returns for a variety of entities and estimated tax for individuals and corporations Manages work flow by meeting budget guidelines for return preparation  Understands and uses Firm's process software and related products  Understands standards of conduct guiding tax preparer behavior (AICPA Statements, Circular 230 and Firm Standards)  Recognizes basic...
Mercadien Consulting LLC Hamilton Township, NJ
FR
May 04, 2026  
Chief Financial Officer
Description: At First Resource Bank, we believe that strong financial leadership is about more than numbers—it’s about vision, partnership, and building a workplace where people genuinely love what they do. As a proud “Best Place to Work” and a thriving $800 million asset community bank headquartered in Exton, PA, we are excited to welcome a dynamic and forward-thinking Chief Financial Officer (CFO) to our executive team. Reporting to the President & CEO, the CFO is a key member of the executive management team and a trusted advisor to the Board of Directors. This role provides overall leadership for enterprise financial strategy, financial risk oversight, and financial communications with regulators, shareholders, and the investment community. The CFO leads the Accounting and Finance function through clear priorities, strong governance, and disciplined execution, while playing an active role in shaping and executing the Bank’s strategic plan. This is more than a...
First Resource Bank Exton, PA
OU Health
May 04, 2026  
IT Business Analyst
Position Title: IT Business Analyst Department: IT Support Services Job Description: The IT Business Analyst serves as a strategic partner to clinical, operational, research, and administrative leaders, ensuring technology solutions align with organizational goals and deliver measurable value. The role leads discovery and analysis for cross‑domain initiatives, translating complex business needs into clear, actionable, and testable requirements while ensuring alignment with enterprise architecture and regulatory standards. By driving strong requirements traceability, facilitating structured decision‑making, and supporting robust testing practices, the IT Business Analyst reduces rework and improves solution quality. Additionally, the role strengthens organizational capability by promoting analysis standards, mentoring others, and contributing to governance processes that ensure the organization selects the right work, implements solutions effectively, and achieves...
OU Health Oklahoma City, OK Full time
TB
May 03, 2026  
Mortgage Loan Processor; BR 23
About Texana Bank, N.A. Texana Bank first opened its doors in 1914 in Linden, Texas. In the past century, banks in our region have come and gone, but Texana is different. At Texana, we believe in growing for the right reasons — to better serve you. Texana now boasts four full service branches throughout East Texas, in addition to two branches in Arkansas. We also have several mortgage offices to serve you. We’ re bringing honesty back to banking. Our staff has the tools and knowledge to help you achieve your goals faster. At Texana, we call you by name, and we’ re personally invested in your success. We’ re not going anywhere. JOB SUMMARY: Responsible for performing initial appraisal of potential borrowers by thoroughly examining their applications; assessing the credit standings of applicants through background research; and interviewing applicants to evaluate their eligibility for loan or mortgage. ESSENTIAL FUNCTIONS: Identify customer needs, explore all...
Texana Bank, N.A. Chandler, AZ
CP
May 02, 2026  
Investment Associate
Cedar Pine is a private investment firm specializing in strategic, long-term assets. Headquartered near Chicago, Cedar Pine’s team strives to create value by applying and building on decades of unique expertise as operators and investors in healthcare, finance, and other industries. Cedar Pine is not an investment adviser and does not accept outside capital. Overview Cedar Pine seeks an Investment Associate for its private company Investments Team. Investment Associates are key to the team by conducting diligence, analyzing companies & industries, and creating presentations to share key insights with the rest of the team. Cedar Pine’s investment platform focuses on direct investments in privately held, high-growth businesses and invests at multiple points during a company’s lifecycle, including growth financings and late-stage buyouts. The platform has a dual focus on the healthcare and defense industries, with flexibility to selectively invest in other verticals....
Cedar Pine, LLC Northbrook, IL
DC
May 02, 2026  
Jr. Buyer
About Us: Headquartered in Dallas, Texas, Divcon delivers fully integrated automation solutions nationwide that optimize performance, energy efficiency, and reliability across HVAC, lighting, power monitoring, and mission-critical systems. Leveraging advanced technologies - including Allen-Bradley PLCs, Ignition SCADA, and Delta DDC systems - we combine deep technical expertise with field-tested execution to deliver precise, scalable, and high-performance solutions. About the role: The Junior Buyer supports day-to-day purchasing and procurement activities for our mission‑critical controls and building automation subcontractor operations. This role assists in sourcing materials, equipment, parts, and services in a timely and cost‑effective manner while ensuring accuracy in purchasing records and systems. Working closely with the Procurement Manager, Senior Purchasing Agent, project managers, field teams, warehouse, engineering, and accounting, the...
Divcon Controls Irving, TX
Uo
May 02, 2026  
Finance Operations Manager
Overview: Founded in 1965, UC Irvine is a member of the prestigious Association of American Universities and is ranked among the nation’s top 10 public universities by U.S. News & World Report. The campus has produced five Nobel laureates and is known for its academic achievement, premier research, innovation and anteater mascot. Led by Chancellor Howard Gillman, UC Irvine has more than 36,000 students and offers 224 degree programs. It’s located in one of the world’s safest and most economically vibrant communities and is Orange County’s second-largest employer, contributing $7 billion annually to the local economy and $8 billion statewide. To learn more about UC Irvine, visit www.uci.edu . In 1965, the University of California, Irvine was founded with a mission to catalyze the community and enhance lives through rigorous academics, cutting-edge research, and dedicated public service. A top public university, UC Irvine has become internationally recognized for improving...
University of California, Irvine Irvine, CA
Civista Bank
May 02, 2026  
Senior Mortgage Lender
Description: Position Purpose: The Senior Mortgage Lender originates first mortgage loans, promotes the Bank and its lending services to the real estate community referral partners, and helps to identify and serve the community’s financial needs. Demonstrates Civista Bank’s mission to improve the financial lives of our employees and shareholders to make a difference in the communities that we serve.  Key Accountabilities, Responsibilities, and Expectations: Travel to solicit first mortgage and home equity loans through referral partners such as realtor, builders, financial planner, insurance agents and attorneys, as well as through community activities and organizations. Meet with customers and prospective customers at various locations. Complete each loan application and all pre-processing functions to include but not limited to obtaining all necessary documentation from prospective clients as determined by bank policy and underwriting guidelines. Inform...
Civista Bank Akron, OH
Civista Bank
May 02, 2026  
Private Banking
Description: Position Purpose: Responsible for management and growth of long-term profitable relationships with high-net worth individuals ($1Million in investable assets and above), medical professionals and emerging affluent clientele using high touch banking, financial planning, credit and other financial solutions. Key Accountabilities, Responsibilities and Expectations: Understand the needs of wealthy clients and cater to those requirements. Depending on the market place – Dedicate a percentage of time to existing clients, providing a superior client service experience and specifically addressing the comprehensive holistic needs of each individual client with banking options, wealth strategies, and lending solutions. Open, close and service client deposit accounts; Coordinate and follow through on client requests for products and services (i.e., open/close accounts, check orders, credit drawdowns/pay downs, credit card requests, etc.), take consumer loan...
Civista Bank Sandusky, OH
CO
May 01, 2026  
Banking Relationship Specialist
$22.00 - $27.00 hourly
Description:   About us: ConnectOne Bank proves that putting people first is a better way to do business. At ConnectOne, we’re builders — of businesses, communities, and equity. Most importantly, we’re building opportunities. Our mission is to ensure our employees feel empowered to make important decisions, reach their potential and truly make an impact. ConnectOne is a growth organization by design; it is part of our DNA and we take pride in seeing our employees grow with us. Founded in 2005 by an entrepreneur, we have grown into a high-performing commercial bank, inspiring a new model for our industry’s future. By embracing technology and all the ways it can help us become a world-class service organization, we support small business owners by fueling their mission.  People First is the blueprint for our culture. It is at the foundation of everything we do and the decisions we make. At ConnectOne, you have the opportunity to be a part of a dynamic culture and team....
ConnectOne Bank Ridgewood, NJ
LT
May 01, 2026  
Senior AI Program Manager
Position Title: Senior AI Program Manager Role Purpose LevelTen Energy’s mission is to accelerate the energy transition by facilitating frictionless transactions. As the leading provider of renewable transaction infrastructure, we deliver the cloud-based software, centralized supply, automated analytics, and transaction expertise required to power the renewable energy economy. The LevelTen Platform is the world’s largest online hub for renewable energy buyers, sellers, advisors, asset owners and financiers, and delivers the online tools and expertise they need to buy, sell and finance assets quickly. Join us on a mission that matters. Are you obsessed with the potential of Artificial Intelligence? Do you love helping others discover how technology can make their work lives easier, faster, and more creative? LevelTen Energy is looking for a dynamic and highly organized AI Program Manager to serve as our internal AI evangelist. In this role, you will be the driving...
LevelTen Energy Seattle, WA
Partners 1st Federal Credit Union
May 01, 2026  
Bilingual Teller
Description: Partners 1st Federal Credit Union will provide U with a competitive salary, paid vacation and holidays, generous 401(k) retirement plan with company matches, weekly pay, and a professional and fun office working environment. Are U willing to provide our members with your enthusiasm for service, integrity to become their trusted financial partner, create and support quality teamwork among staff and able to apply your knowledge, skills and experience with member service and problem solving to accomplish important and meaningful work. This position is for U if you are a positive, multi-tasker that is sales driven and are able to work at our Dupont Rd. location, Fort Wayne, IN, part-time, 23 hrs/wk, with a rotating schedule of: (Week A) Mon: Off, Tues: 11:00am-6:15pm, Wed: Off, Thurs: 10:45am-6:15pm, Fri: 12:30pm-6:15pm, & Sat: 8:45am-12:15pm (Week B) Mon: Off, Tues: 9:45am-6:15pm, Wed: Off, Thurs: 9:00am-6:15pm, Fri: 12:00pm-6:15pm, & Sat: off...
Partners 1st Federal Credit Union Fort Wayne, IN
Uo
May 01, 2026  
Associate Director, Scholarships
Overview: Founded in 1965, UC Irvine is a member of the prestigious Association of American Universities and is ranked among the nation’s top 10 public universities by U.S. News & World Report. The campus has produced five Nobel laureates and is known for its academic achievement, premier research, innovation and anteater mascot. Led by Chancellor Howard Gillman, UC Irvine has more than 36,000 students and offers 224 degree programs. It’s located in one of the world’s safest and most economically vibrant communities and is Orange County’s second-largest employer, contributing $7 billion annually to the local economy and $8 billion statewide. To learn more about UC Irvine, visit www.uci.edu .   The Division of Enrollment Management is a key campus thought partner that provides collaborative leadership in university-wide efforts, utilizing systematic, innovative, and synergistic approaches to leverage a data-informed enrollment strategy to improve market distinctiveness,...
University of California, Irvine Irvine, CA
HR
May 01, 2026  
Associate Tax Strategist
Our Company: We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block! What you'll do...: Applies principles of accounting to analyze financial information and prepare financial reports and prepares corporate entity and partnership returns. Prepares business income tax returns and statements for audits. Prepares, submits and manages tax statements and returns for businesses and clients. Provides advice on financial and tax matters and should have an in-depth knowledge of the regulations, laws and acts that govern the process. Day to day, you'll... Prepare tax statements, financial...
H&R Block Waupaca, WI
HR
May 01, 2026  
Corporate Counsel
Our Company: We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block! What you'll do...: At H&R Block, your contributions will go far beyond any job description. When you join our team,   you’ll   add to the momentum of a forward-thinking company—one that defined an industry and is now leading its transformation.        This position   provides   legal advice to H&R Block, Inc.   and   its subsidiaries on a variety of complex legal issues , including business operations and complex transactions in support of strategic imperatives....
H&R Block Kansas City, MO
4Front Credit Union
May 01, 2026  
MEMBER RELATIONSHIP SPECIALIST (Holland, MI Branch)
$19.80 - $24.76 hourly
Description:   This position is not eligible for immigration sponsorship. This role is not eligible for remote work. POSITION TITLE : Member Relationship Specialist DEPARTMENT : Operations CLASSIFICATION : Non-Exempt WAGE GRADE : 7 WAGE RANGE: $19.80 - $24.76 APPROVED BY : CEO POSITION REPORTS TO : Branch Manager POSITIONS SUPERVISED : None POSITION PURPOSE The Member Relationship Specialist is the first point of contact, problem resolution and responsible for creating a “wowing” first impression to existing and prospective members. Responsible for account openings, changes and closings, lending applications and support, and research and resolution of complex problems. Applies working knowledge to educate existing and prospective members on products and services to meet their current and future financial needs. Ensures members are promptly and professionally served. ESSENTIAL FUNCTIONS AND BASIC DUTIES Assumes responsibility for...
4Front Credit Union Holland, MI
4Front Credit Union
May 01, 2026  
MEMBER RELATIONSHIP SPECIALIST (West Front St Branch)
$19.80 - $24.76 hourly
This position is not eligible for immigration sponsorship. This role is not eligible for remote work. POSITION TITLE : Member Relationship Specialist DEPARTMENT : Operations CLASSIFICATION : Non-Exempt WAGE GRADE : 7 WAGE RANGE: $19.80 - $24.76 APPROVED BY : CEO POSITION REPORTS TO : Branch Manager POSITIONS SUPERVISED : None POSITION PURPOSE The Member Relationship Specialist is the first point of contact, problem resolution and responsible for creating a “wowing” first impression to existing and prospective members. Responsible for account openings, changes and closings, lending applications and support, and research and resolution of complex problems. Applies working knowledge to educate existing and prospective members on products and services to meet their current and future financial needs. Ensures members are promptly and professionally served. ESSENTIAL FUNCTIONS AND BASIC DUTIES Assumes responsibility for ensuring and...
4Front Credit Union Traverse City, MI
 
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