Purchase Order Financial Analyst in United States New York City –Free Word Template Download with AI
PO Number: PO-2025-NYC-FA-00472
Financial Analyst Professional Services Procurement
United States New York City
| Purchase Order Details | |
|---|---|
| Date of Issue: | June 12, 2025 |
| Required Delivery Date: | July 1, 2025 |
| Payment Terms: | Net 30 Days from Invoice Date |
| Currency: | United States Dollars (USD) |
| Shipping/Service Location: | United States New York City, NY 10007 |
Company Name: Meridian Capital Advisory Group, LLC
Address: 350 Fifth Avenue, Suite 4200, United States New York City, NY 10118
Authorized Representative: Jonathan R. Whitfield, Chief Financial Officer
Contact Email: [email protected]
Phone: (212) 555-0187
Tax ID / EIN: 84-2917365
2. Supplier / Service Provider (Seller)Company Name: Apex Financial Talent Solutions, Inc.
Address: 88 Wall Street, Floor 15, United States New York City, NY 10005
Authorized Representative: Diane M. Castellano, Director of Executive Placement
Contact Email: [email protected]
Phone: (212) 555-0342
Tax ID / EIN: 91-4482736
3. Line Items – Financial Analyst Services| Item # | Description of Services | Quantity | Unit Price (USD) | Extended Price (USD) |
|---|---|---|---|---|
| 001 | Senior Financial Analyst – Full-Time Placement. The Financial Analyst shall perform comprehensive financial modeling, variance analysis, budget forecasting, and investment portfolio evaluation for Meridian Capital Advisory Group. The Financial Analyst must hold a minimum of five (5) years of progressive experience in corporate finance within the United States New York City metropolitan area and possess a CFA charter or equivalent credential. | 1 Position | $185,000.00 | $185,000.00 |
| 002 | Financial Analyst Onboarding and Integration Package. Includes structured onboarding program, access to proprietary financial data systems, compliance training specific to United States New York City regulatory requirements (including NYDFS and SEC guidelines), and a 90-day performance evaluation framework for the Financial Analyst. | 1 Package | $12,500.00 | $12,500.00 |
| 003 | Financial Analyst Professional Development and Continuing Education. Annual allocation for the Financial Analyst to attend industry conferences, obtain advanced certifications, and participate in specialized training programs relevant to financial analysis in the United States New York City market. | 1 Annual | $8,200.00 | $8,200.00 |
| 004 | Financial Analyst Performance Monitoring and Reporting Services. Quarterly performance assessments, KPI tracking, and detailed reporting on the Financial Analyst's contributions to portfolio management, risk assessment, and strategic financial planning for the duration of the engagement. | 4 Quarters | $4,750.00 | $19,000.00 |
| 005 | Compliance and Regulatory Advisory for Financial Analyst Role. Ongoing legal and regulatory compliance support ensuring the Financial Analyst's activities adhere to all applicable federal, state, and local laws governing financial services in United States New York City, including but not limited to NYSE listing standards and FINRA regulations. | 12 Months | $6,800.00 | $6,800.00 |
| SUBTOTAL | $231,500.00 | |||
| Applicable Taxes and Fees (NYC Business Tax: 3.5%) | $8,102.50 | |||
| TOTAL PURCHASE ORDER AMOUNT | $239,602.50 | |||
4.1 Scope of Engagement: This Purchase Order authorizes the procurement of a qualified Financial Analyst professional and associated services as described in Section 3. The Financial Analyst shall report directly to the Chief Financial Officer of Meridian Capital Advisory Group, LLC, and shall perform all duties in accordance with the professional standards expected in the United States New York City financial services industry.
4.2 Performance Standards: The Financial Analyst shall demonstrate proficiency in financial statement analysis, discounted cash flow modeling, ratio analysis, and investment valuation. All deliverables produced by the Financial Analyst must meet the quality benchmarks established by the purchasing party and comply with Generally Accepted Accounting Principles (GAAP) as enforced in the United States.
4.3 Confidentiality: The Financial Analyst and the service provider shall maintain strict confidentiality regarding all proprietary financial data, client information, and strategic business plans of Meridian Capital Advisory Group. This obligation shall survive the termination of this Purchase Order for a period of no less than five (5) years.
4.4 Regulatory Compliance: All services rendered under this Purchase Order shall comply with the financial regulations of the United States New York City jurisdiction, including the New York State Department of Financial Services (NYDFS), the Securities and Exchange Commission (SEC), and the Financial Industry Regulatory Authority (FINRA). The Financial Analyst must maintain all required registrations and licenses to practice in the United States New York City area.
4.5 Payment Schedule: Payment shall be made in accordance with the Net 30 terms specified above. Invoices shall be submitted to the accounts payable department of Meridian Capital Advisory Group, LLC, located in United States New York City. Late payments shall accrue interest at a rate of 1.5% per month.
4.6 Termination: Either party may terminate this Purchase Order with thirty (30) days written notice. In the event of termination, the Financial Analyst shall complete all outstanding deliverables and return all company property and confidential materials within fifteen (15) business days.
4.7 Governing Law: This Purchase Order shall be governed by and construed in accordance with the laws of the State of New York, United States. Any disputes arising from this Purchase Order shall be resolved through binding arbitration in United States New York City in accordance with the rules of the American Arbitration Association.
5. Acceptance and AuthorizationBy signing below, both parties acknowledge and agree to the terms, conditions, and line items specified in this Purchase Order for the procurement of Financial Analyst services in United States New York City. This document constitutes a binding agreement between the parties as of the date of the last signature.
For Meridian Capital Advisory Group, LLC (Buyer):
Jonathan R. Whitfield, CFO
Date: ______________________
For Apex Financial Talent Solutions, Inc. (Seller):
Diane M. Castellano, Director
Date: ______________________
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