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7 principal financial analyst deals and customer insights jobs found

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BU
Full time
 
Director, Principal Relationship Manager, Commercial (Emerging Middle Market)
BMO US Rolling Meadows, IL, USA
BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. The Emerging Middle Market segmentation targets Ten Million to Fifty Million USDin company revenues. The ideal candidate will have a strong COI (Center of Influences) network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank. Facilitates growth for the Bank through business development and management of key client...

Mar 15, 2026
BU
Director, ESOP Advisory & Buy-Side M&A
BMO US Chicago, IL, USA
The BMO Corporate Advisory team (BCA) provides advisory services and related analytics for a broad range of strategic transactions and corporate finance topics to commercial clients and prospects of the bank. BCA works in close partnership with BMO's commercial banking team to bring a truly strategic approach to its banking relationships, supporting companies throughout their lifecycle. BCA's services broadly support (i) corporate growth options, including buy-side M&A as well as organic growth; (ii) ownership transition, including both partial and full liquidity options, and (iii) a wide range of general corporate finance topics. The team has a broad and diverse skillset, and is comprised of former investment banking, management consulting, corporate development, private equity and commercial banking professionals. Within BCA, the team has extensive experience and expertise surrounding ESOPs, supporting these companies across all stages (New ESOP Formations, Early-Stage...

Mar 07, 2026
BU
Director, ESOP Advisory & Buy-Side M&A
BMO US Minneapolis, MN, USA
The BMO Corporate Advisory team (BCA) provides advisory services and related analytics for a broad range of strategic transactions and corporate finance topics to commercial clients and prospects of the bank. BCA works in close partnership with BMO's commercial banking team to bring a truly strategic approach to its banking relationships, supporting companies throughout their lifecycle. BCA's services broadly support (i) corporate growth options, including buy-side M&A as well as organic growth; (ii) ownership transition, including both partial and full liquidity options, and (iii) a wide range of general corporate finance topics. The team has a broad and diverse skillset, and is comprised of former investment banking, management consulting, corporate development, private equity and commercial banking professionals. Within BCA, the team has extensive experience and expertise surrounding ESOPs, supporting these companies across all stages (New ESOP Formations, Early-Stage...

Mar 06, 2026
UU
Principal Merger & Acquisition Integration
UKG (Ultimate Kronos Group) Lowell, MA, USA
Job description Company and benefits Job ID PRINC017411 Employment Type Regular Work Style remote Location Lowell,MA,United States, Weston,FL,United States, United States Travel Up to 25% Role Principal Merger & Acquisition Integration Why UKG: At UKG, the work you do matters. The code you ship, the decisions you make, and the care you show a customer all add up to real impact. Today, tens of millions of workers start and end their days with our workforce operating platform. Helping people get paid, grow in their careers, and shape the future of their industries. That’s what we do. We never stop learning. We never stop challenging the norm. We push for better, and we celebrate the wins along the way. Here, you’ll get flexibility that’s real, benefits you can count on, and a team that succeeds together. Because at UKG, your work matters—and so do you. About the Role: As a Lead or Principal...

Feb 23, 2026
SAP
Full time
 
Associate - Accounting and Internal Controls
SAP Pittsburgh, PA, USA
We help the world run better At SAP, we keep it simple: you bring your best to us, and we'll bring out the best in you. We're builders touching over 20 industries and 80% of global commerce, and we need your unique talents to help shape what's next. The work is challenging – but it matters. You'll find a place where you can be yourself, prioritize your wellbeing, and truly belong. What's in it for you? Constant learning, skill growth, great benefits, and a team that wants you to grow and succeed. PURPOSE AND OBJECTIVES The Associate – Accounting and Internal Controls will be a key member of the Local Chief Accountant Organization. This role is primarily focused on supporting Sarbanes-Oxley (SOX) compliance testing and various ad-hoc accounting projects, with a special emphasis on assisting with the integration of newly acquired entities into the SAP control framework. The Associate will also assist in the orchestration of the different parties involved in the...

Feb 20, 2026
TB
Full time
 
Financial Advisor Manager
TD Bank New York, NY, USA
Work Location: New York, New York, United States of America Hours 40 Pay Details $124,280 - $186,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line Of Business TD Wealth Job Description The Financial Advisor Manager (FAM) is responsible for the direct management of a team of Financial Advisors....

Feb 19, 2026
Vertiv Co.
Full time
 
Sales Pricing Analytics Specialist - Power
Vertiv Co. Westerville, OH, USA
Position Summary JOB DESCRIPTION We are seeking a proactive and experienced Sales Pricing Analytics Specialist - Power to support Americas Power Management Business Unit that is focused on critical data center infrastructure. This role will be instrumental in delivering financial insights that drive operational efficiency, support pricing, costing and strategic initiatives, and improve commercial finance performance in a fast-paced, high-impact environment. Ideal candidates will have 4-8 years of experience in financial analysis—preferably in a business unit setting—and a strong interest in supporting mission-critical systems like UPS, Energy Storage, Power distribution units, and DC Power solutions used in modern data centers. This position will be in Westerville, OH location and will report to Sr. Director, Americas Power Management. Responsibilities Partner with operations, supply chain, and engineering teams to track project-level cost performance and margin...

Feb 18, 2026
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