We are looking for an Insurance Analyst to join a respected wealth management firm in Albany, New York. In this role, you will play a pivotal part in evaluating insurance portfolios for high-net-worth clients, ensuring their coverage aligns with their needs and mitigates risks effectively. This position offers an excellent opportunity for professionals with 1–3 years of analytical experience to thrive in a collaborative and non-sales environment.<br><br>Responsibilities:<br>• Conduct in-depth analyses of insurance policies across various categories, including Home, Auto, Umbrella, Life, and Long-Term Care.<br>• Identify gaps, redundancies, and inefficiencies within client coverage to optimize risk management strategies.<br>• Collaborate with insurance brokers and carriers to obtain competitive quotes and evaluate policy terms.<br>• Translate complex insurance terminology into clear and concise reports and summaries for client presentations.<br>• Assist in annual policy reviews, ensuring timely updates and renewals.<br>• Maintain accurate and organized records of insurance policies and related documentation.<br>• Prepare visual reports and charts to effectively communicate findings to clients and advisors.<br>• Partner with Senior Advisors to develop tailored recommendations for clients based on their unique needs.<br>• Stay informed about industry trends and changes in insurance regulations to ensure compliance and best practices.
We are looking for a detail-oriented Operations Analyst to join our team in Albany, New York. In this role, you will play a key part in supporting manufacturing operations by analyzing data, identifying trends, and assisting with planning and procurement processes. This position is ideal for someone with a strong analytical mindset and a passion for improving operational efficiency in a manufacturing environment.<br><br>Responsibilities:<br>• Gather, review, and organize data related to manufacturing, inventory, and production processes to support decision-making.<br>• Analyze productivity, cost, inventory, and delivery data to identify trends, challenges, and opportunities for improvement.<br>• Create and maintain reports and dashboards to provide insights to the Manufacturing Operations leadership team.<br>• Monitor capacity, labor utilization, and production output to ensure alignment with operational goals.<br>• Collaborate with production planning teams to review demand forecasts, capacity plans, and production schedules.<br>• Identify potential production bottlenecks, material shortages, or capacity constraints and communicate findings to relevant teams.<br>• Work closely with procurement, inventory, and supply chain teams to ensure the seamless execution of production plans.<br>• Assist in tracking material availability and supplier performance, highlighting risks or shortages early.<br>• Contribute to efforts aimed at reducing inventory discrepancies and improving material flow within manufacturing processes.<br>• Participate in cross-functional meetings to enhance communication and coordination between manufacturing and supply chain teams.
We are looking for a detail-oriented Purchasing Analyst to support inventory planning and procurement activities for a retail operation in West Coxsackie, New York. This role focuses on evaluating purchasing data, monitoring demand patterns, and coordinating orders to help maintain product availability across assigned vendors and brands. The ideal candidate will use strong analytical judgment to improve inventory performance, support supplier coordination, and provide accurate reporting that informs business decisions.<br><br>Responsibilities:<br>• Analyze demand trends, sales patterns, and vendor needs to determine appropriate purchasing activity for assigned products.<br>• Review order requests and prepare purchase orders with a high level of accuracy while ensuring supporting records are complete and up to date.<br>• Monitor forecasts and identify unusual changes, then partner with business stakeholders to refine planning assumptions and ordering decisions.<br>• Evaluate stock positions across warehouse locations and adjust replenishment strategies to reduce shortages, excess inventory, and unnecessary transfers.<br>• Track open orders, confirm delivery timing, and work with carriers and suppliers to address delays, discrepancies, or other fulfillment issues.<br>• Maintain item, cost, and purchasing data to ensure reliable information is available for ordering, reporting, and operational analysis.<br>• Build and use Excel-based reports and data queries to assess purchasing performance, inventory efficiency, and historical cost trends.<br>• Coordinate communication with sales teams, suppliers, carriers, and management to resolve exceptions, support claims activity, and keep inventory flowing effectively.<br>• Provide cross-functional backup support for related planning and replenishment responsibilities as business needs require.
<p>A wealth management / financial planning firm in the Albany area is seeking a Financial Planning Analyst due to growth. Responsibilities include: preparing reports, projections and recommendations for financial planning; retirement planning; taxes; estate flowcharts; some investment management duties; working directly with clients; various other duties typical of a financial planner. </p><p><br></p><p><br></p>