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4 results for Budget Analyst in Albany, NY
- Albany, NY
- onsite
- Permanent
- 80000 - 110000 USD / Yearly
- <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>
- 2026-03-23T00:00:00Z
- Albany, NY
- onsite
- Permanent
- 65000 - 85000 USD / Yearly
- 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.
- 2026-03-25T00:00:00Z
- Albany, NY
- onsite
- Permanent
- 65000 - 90000 USD / Yearly
- 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.
- 2026-03-10T00:00:00Z
- Loudonville, NY
- remote
- Permanent
- 80000 - 140000 USD / Yearly
- <p>Boutique tax services company is seeking a Tax Analyst / Manager to join its growing team. Responsibilities include: provide preparation and review services for high net worth clients; tax return quality assessment services; consulting services to other tax prep businesses; teaching best practices on tax compliance, research, content development and training; and other special projects as assigned. This is a remote work opportunity.</p><p><br></p>
- 2026-02-27T00:00:00Z