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334 results for Aiml Analyst jobs

Entry Level Analyst

Concord, CA
onsite
Temporary
25 - 30 USD / Hourly
We are seeking a detail-oriented Junior Accounting Analyst to join our clients growing team on a temp-to-hire basis. This role is ideal for someone early in their accounting career who is eager to gain hands-on experience, develop analytical skills, and grow within a collaborative environment. This position offers the opportunity to transition into a permanent role based on performance and business needs. Key Responsibilities <ul><li>Assist with daily accounting operations, including accounts payable and accounts receivable</li><li>Support month-end and year-end close processes</li><li>Prepare and analyze journal entries and account reconciliations</li><li>Review financial data for accuracy and identify discrepancies</li><li>Assist in maintaining general ledger integrity</li><li>Compile financial reports and support ad hoc analysis</li><li>Collaborate with cross-functional teams to gather financial information</li><li>Help improve processes and support internal controls</li></ul>
2026-04-15T00:00:00Z

Marketing Analyst

Newport News, VA
onsite
Contract / Temporary to Hire
28.5 - 33 USD / Hourly
We are looking for a skilled Marketing Analyst to join our team in Newport News, Virginia. This Contract to permanent opportunity is ideal for someone passionate about analyzing market trends and contributing to the development of impactful strategies. The successful candidate will play a key role in supporting marketing initiatives and preparing proposals for government contracts. Responsibilities: • Conduct detailed research on market trends, competitor strategies, and industry innovations to support marketing plans. • Analyze and interpret data from diverse sources, such as government databases, market reports, and industry publications. • Collaborate with the marketing and proposal teams to integrate research findings into strategic deliverables. • Assist in the development and review of government proposals, ensuring compliance with solicitation requirements. • Monitor government procurement portals for updates and new opportunities. • Maintain organized and accurate records of research materials and proposal-related documentation. • Support the creation and execution of marketing campaigns by providing actionable insights. • Ensure all deliverables align with organizational goals and industry standards.
2026-04-08T00:00:00Z

Financial Data Analyst

Dallas, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for a detail-oriented Financial Data Analyst to join our team in Dallas, Texas. In this role, you will leverage your analytical expertise to assess managed care contracts, monitor financial performance, and identify opportunities for operational growth. This position offers the chance to work with large healthcare datasets and contribute to strategic decision-making within the pharmaceutical industry. Responsibilities:• Evaluate and model managed care contracts to ensure both reimbursement accuracy and profitability.• Develop and maintain financial models to forecast revenue and operational expenses effectively.• Analyze patient data, claims, and provider utilization to uncover cost-saving opportunities and growth potential.• Monitor monthly contract performance, generate performance reports, and compare KPIs against established financial targets.• Utilize Power BI and other business intelligence tools to manage and analyze complex healthcare datasets.• Create and maintain dashboards, run ad-hoc queries, and produce financial reports on payer performance and claims trends.• Assess payer contract terms to support negotiations, model actual versus expected revenue, and identify reimbursement optimization opportunities.• Serve as the subject matter expert on payer data for internal teams and external stakeholders, including PBMs and health plans.• Perform additional duties as required to support financial and operational objectives. If interested, please send your resume to [email protected]
2026-04-17T00:00:00Z

Financial Reporting Analyst

Columbia, SC
onsite
Permanent
80000 - 90000 USD / Yearly
We are looking for a skilled Financial Reporting Analyst to join our client's team in Columbia, South Carolina. As a key contributor to their financial operations, you will provide detailed reports and analyses that support strategic decision-making and help achieve organizational goals. This role requires a blend of analytical expertise, financial modeling skills, and the ability to interpret complex data to drive business insights. This is a highly visible role that interacts frequently with senior finance leaders and the C-Suite. Responsibilities:• Prepare, review, and interpret financial statements and create detailed financial models to support various projects.• Perform due diligence and deliver comprehensive market research and competitive analyses.• Execute special projects such as impairment analyses, financial forecasting, and general ledger reconciliations.• Develop and present customized reports, including audited financial reviews and discounted cash flow analyses.• Provide expertise on accounting issues for departments without dedicated accounting staff.• Collaborate with senior management to identify financial objectives and implement solutions.• Ensure compliance with accounting standards and practices while maintaining accuracy in all financial reporting.• Utilize advanced tools and software to streamline financial processes and enhance reporting efficiency.
2026-04-17T00:00:00Z

Mergers & Acquisitions Analyst

Miami, FL
onsite
Permanent
90000 - 95000 USD / Yearly
We are working with a company located in Miami that is searching for a M&A Analyst to add to their team. Our client is in the telecommunications industry, with a heavy focus in Latin America and the Caribbean. This role is hybrid. They tend to do 3 to 4 days in office and 1 to 2 days remote.This role is meant for someone exceptional in Excel. You will be preparing analysis and presentations for the Board, investment committee, and internal leadership teams. You will also be involved with a variety of strategic projects for their clients.This position will pay $90k with a 10% bonus. They also have a healthy LTI bonus, along with excellent benefits, 401k and unlimited PTO. Bachelors degree is required, CFA is preferred.
2026-03-19T00:00:00Z

Mergers & Acquisitions Analyst

Germantown, TN
onsite
Permanent
135000 - 145000 USD / Yearly
We are looking for a skilled Mergers & Acquisitions Analyst to join a thriving private equity firm based in Germantown, Tennessee. This position offers a unique opportunity to contribute to impactful buy-side M&A transactions while advancing your career with an industry leader. The ideal candidate will bring exceptional analytical abilities, strong communication skills, and a proven track record in executing complex financial strategies. Responsibilities: • Lead comprehensive analysis for buy-side mergers and acquisitions, ensuring alignment with strategic goals. • Conduct detailed financial modeling and valuation assessments to support investment decisions. • Collaborate with cross-functional teams to evaluate acquisition opportunities and manage due diligence processes. • Prepare and present insightful reports and recommendations to senior leadership. • Monitor market trends, competitor activities, and industry developments to identify potential opportunities. • Utilize tools such as Bloomberg Terminal, Capital IQ, and ERP systems to streamline acquisition processes. • Manage budgets, cash flow analysis, and capital management for ongoing transactions. • Support integration strategies post-acquisition to ensure smooth transitions and operational success. • Travel occasionally to meet with stakeholders and assess target companies. • Contribute to the enhancement of internal CRM systems to improve transaction tracking.
2026-04-01T00:00:00Z

Mergers & Acquisitions Analyst

Miami, FL
onsite
Permanent
125000 - 125000 USD / Yearly
We are working with a company in the telecommunications industry that is searching for a Manager of Strategy and M&A. This role is meant for someone who in exceptional with modeling and very comfortable presenting to executives why they did the modeling that they did. In this role you will have exposure to all the senior executives. Our client focuses on Latin America and the Caribbean. You will be working M&A projects for their clients base in those areas. You will be modeling and forecasting acquisition plans. Liaison with the external advisors, we well as lead different M&A processes assigned by the Director. This role is hybrid. 3 to 4 days on site, 1 to 2 remote, depending on projects. Their corporate offices are located close to the Miami International Airport. This role will pay a salary of $125k, plus a 15% bonus. They also have a healthy LTI bonus, great benefits, and unlimited PTO. CFA or MBA is preferred, along with at least 3 years of M&A leadership experience. Client is taking preference on Miami based candidates as relocation is not being offered at this time.
2026-04-14T00:00:00Z

Lead Business Analyst

Richmond, VA
onsite
Temporary
55 - 60 USD / Hourly
OverviewWe are seeking an experienced Lead Business Analyst to support a high-impact engagement with our client. This is a strategic, people-focused role designed to elevate the quality, consistency, and effectiveness of business analysis practices across the organization.The ideal candidate is a strong analytical leader who thrives in collaborative environments, leads through influence, and is passionate about mentoring teams and driving clarity across complex initiatives.Key Responsibilities1. Standards & Requirements Excellence<ul><li>Establish and promote consistent business analysis methodologies, templates, and documentation standards</li></ul>2. Team Support & Cross-Functional Alignment<ul><li>Foster collaboration across business units, IT teams, and vendor partners</li></ul>3. Communication & Stakeholder Influence<ul><li>Translate business needs into structured, actionable requirements</li></ul>4. Leadership & Team Development<ul><li>Lead and mentor a team of 8–10 Business Analysts</li></ul>
2026-04-16T00:00:00Z

Financial Investment Analyst/Manager

Minneapolis, MN
onsite
Permanent
110000 - 140000 USD / Yearly
Are you a CPA with public accounting experience and a desire to work in the Investment Management industry? We are looking for a dedicated Financial Investment Analyst/Manager to join our client's team in the Twin Cities, Minnesota. This role is ideal for someone with a CPA, strong analytical background and keen attention to detail who is eager to support investment advisory firms by providing in-depth financial analysis and insights. As part of our organization, you will play a key role in simplifying complex alternative investments for clients, enabling them to make confident and informed decisions. Responsibilities:• Conduct comprehensive financial due diligence reviews of alternative investments and their programs.• Analyze financial statements, financial models, and industry research to assess financial performance and risks.• Evaluate the financial health, historical performance, and operational controls of investment firms.• Compare program performance to market conditions and industry peers to provide actionable insights.• Identify and prioritize potential risks associated with complex investment structures.• Prepare detailed technical reports and deliver recommendations to clients both in written form and through presentations.• Represent the company at client meetings to share expertise and build relationships.• Collaborate with internal teams to manage multiple projects effectively and efficiently.• Stay informed about developments in capital markets and alternative investment trends to enhance analysis. If you are looking for an excellent growth opportunity and transitions from public accounting into an investment management firm then contact Douglas Rickart on LinkedIn, call Doug at 612-249-0330 or apply to the link provided.
2026-04-10T00:00:00Z

Financial Planning Analyst

Albany, NY
onsite
Permanent
80000 - 110000 USD / Yearly
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.
2026-03-23T00:00:00Z

Analyst

Mount Kisco, NY
onsite
Permanent
150000 - 200000 USD / Yearly
We are looking for an experienced Client Service Advisor to join our team. This role focuses on providing strategic guidance to clients in areas such as estate planning, tax strategies, and investment analysis. The ideal candidate will have strong expertise in financial advising and a proven ability to deliver personalized solutions to meet client needs. Candidate needs to hold CFP designation. Qualified CFP candidates can email resume directly to joe.ciavardini@roberthalf Responsibilities:• Advise clients on estate planning strategies to protect and manage their assets effectively.• Develop tailored tax planning solutions to optimize financial outcomes for clients.• Conduct detailed investment analyses to identify opportunities and mitigate risks.• Build and maintain strong client relationships by providing exceptional service and clear communication.• Collaborate with clients to create comprehensive financial plans that align with their long-term goals.• Monitor market trends and equity investments to provide informed recommendations.• Prepare detailed reports and presentations to communicate financial insights and strategies.• Ensure compliance with financial regulations and industry standards in all advisory services.• Utilize advanced financial tools and software to enhance analysis and decision-making processes
2026-04-10T00:00:00Z

Analyst

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. Responsibilities: • Conduct in-depth analyses of insurance policies across various categories, including Home, Auto, Umbrella, Life, and Long-Term Care. • Identify gaps, redundancies, and inefficiencies within client coverage to optimize risk management strategies. • Collaborate with insurance brokers and carriers to obtain competitive quotes and evaluate policy terms. • Translate complex insurance terminology into clear and concise reports and summaries for client presentations. • Assist in annual policy reviews, ensuring timely updates and renewals. • Maintain accurate and organized records of insurance policies and related documentation. • Prepare visual reports and charts to effectively communicate findings to clients and advisors. • Partner with Senior Advisors to develop tailored recommendations for clients based on their unique needs. • Stay informed about industry trends and changes in insurance regulations to ensure compliance and best practices.
2026-03-25T00:00:00Z

Analyst

Chicago, IL
onsite
Permanent
75000 - 95000 USD / Yearly
The salary range for this position is $75,000-$95,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected] We are offering an opportunity for an Analyst based in Chicago, Illinois. The role involves the preparation and review of master lease and loan agreements, facilitating communications between various parties, and resolving documentation issues promptly. This position requires strong analytical, verbal, and written communication skills and the ability to communicate effectively with associates and clients. Job Responsibilities:• Review and prepare loan and lease documents, ensuring their accuracy and timeliness• Act as the primary point of contact between Documentation Manager, Regional Sales Manager/Sales Associate, Customers, Internal Groups, and Vendors for transaction status updates and problem resolution.• Establish and nurture strong relationships with Sales Associates and Customers, addressing their inquiries and concerns efficiently.• Coordinate with suppliers regarding invoice-funding status, purchase order and account reconciliation.• Manage pending files meticulously, including documentation, UCC’s, insurance and follow-ups for UCC, titles, and other documents.• Validate the economics of transactions, tailored to the specifications and requirements of each transaction.• Handle the processing and booking of lease and loan transactions on the lease & loan servicing system for funding.• Assemble loan and lease packages, verifying calculations, rates, signatures, and dates on each document, preparing document checklists, obtaining subordination agreements, and filing UCC financing statements.• Confirm that all documents are complete and ready prior to funding.• Undertake additional projects as assigned by the Manager.
2026-03-27T00:00:00Z

Analyst

Oklahoma City, OK
onsite
Permanent
60000 - 650000 USD / Yearly
Our client, a well‑established commercial real estate organization, is seeking an Accountant to join their growing team. This is an excellent opportunity for someone early in their career who is eager to deepen their understanding of commercial real estate accounting and gain hands‑on operational experience in both accounting and finance. Responsibilities<ul><li>Assist with the preparation and analysis of monthly P&L statements and balance sheets</li><li>Support budgeting and forecasting processes for properties and operating entities</li><li>Perform operational accounting duties, including:</li><li>Journal entries</li><li>Account reconciliations</li><li>Variance analysis</li><li>Work closely with operations and property management teams to ensure accurate financial reporting</li><li>Leverage advanced Excel skills to analyze data and streamline reporting</li><li>Assist with ad hoc financial analysis and special projects as needed</li></ul>
2026-04-16T00:00:00Z

Analyst

Chicago, IL
onsite
Permanent
75000 - 95000 USD / Yearly
The salary range for this position is $75,000-$95,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected] Let’s get you into a job where you’re not under compensated for your hard work. How about one where the company values your time? A high-end firm that was just rated one of the top places to work in Chicago just created a new Financial planning and analysis position. Which may seem pretty standard…until you get to the best part: The perks. 1) The pay rates are above what their top competitors pay their employees2) They have higher bonus structures3) There’s work from home flexibility and prioritization for employee work/life balance.4) The position is a fast-track career growth opportunity (as the company is expanding rapidly thru acquisitions)5) And more… ROLE OVERVIEW<ul><li>Assist in building a best-in-class FP&A and Reporting process by developing, standardizing, maintaining and driving continuous improvement of all financial tools and planning processes</li><li>Develop deep understanding of the underlying operations and drivers for the budgets. Assist in the annual budgeting process including guidelines, systems and tools, change tracking and review and approval</li><li>Collaborate with the team regarding system enhancements, and maintenance of Adaptive Insights/Workday, the company's budgeting & forecasting tool</li><li>Maintain executive leadership reporting</li><li>Support Management Accounting team for reporting needs</li><li>Track financial results that will deliver insight and recommendations to our executive leadership for strategic and operational planning decisions</li><li>Contribute to the consolidation and analysis of management reporting results, monthly forecasts, and quarterly updates for senior leadership</li><li>Collaborate internally with other departments to strategize, troubleshoot issues, and support any needs they may have.</li></ul>
2026-03-27T00:00:00Z

Financial Crimes Analyst II

Newark, DE
onsite
Temporary
38 - 44 USD / Hourly
We are looking for a skilled Financial Crimes Analyst II for a client of ours. In this long-term contract role, you will play a pivotal part in ensuring the organization’s compliance with financial crime regulations, including AML, BSA, and the Patriot Act. Your expertise will support internal controls testing, risk assessments, and policy development to mitigate potential compliance gaps and risks. Responsibilities:• Conduct periodic testing of internal controls related to the organization’s risk assessment program, ensuring compliance with regulatory standards.• Monitor, analyze, and escalate issues related to AML, BSA, OFAC, and the Patriot Act components of the compliance program.• Collaborate with business units to develop risk self-assessment programs and enhance overall compliance processes.• Evaluate compliance risks and recommend updates to policies, procedures, and processes to strengthen internal controls.• Assist in creating and revising policies and procedures across the organization to align with financial crime regulations.• Act as a liaison with internal departments and external stakeholders to address compliance concerns and ensure consistent communication.• Maintain detailed logs of audit follow-ups and open compliance issues, ensuring timely resolutions and accurate tracking.• Participate in organization-wide projects to implement best practices and improve operational efficiency.• Provide technical expertise and guidance to resolve complex compliance issues and support customer service excellence.
2026-03-20T00:00:00Z

AR Billing Analyst

Westbrook, ME
onsite
Permanent
0 - 0 USD / Yearly
Robert Half has partnered with a growing financial organization in Westbrook to locate an AR Billing Analyst for a full-time position with benefits. The ideal Accounts Receivable / Billing Analyst position will have the following skills and experience: <ul><li>AR experience</li><li>B2B Billing - Invoicing</li><li>Associates Degree or equivalent experience</li><li>Audit documentation skills</li><li>Advanced Excel and any ERP/GL software skills</li><li>Communication and collaborations skills</li></ul> Employer offers generous benefits including:Health, Dental, Vision, Paid Vacation, Holidays, 401k with match, and more. Must live in Maine For consideration, please apply online with resume.Jennifer ThompsonRobert Half Finance & Accounting - Permanent Placement
2026-03-24T00:00:00Z

Financial Analyst III

New York, NY
onsite
Temporary
55 - 57 USD / Hourly
We are looking for a highly skilled Financial Analyst III to join our team in New York, NY This is a long-term contract position offering the opportunity to contribute to a dynamic and rapidly expanding business. In this role, you will collaborate with cross-functional teams to analyze, optimize, and support strategic initiatives that drive operational efficiency and customer satisfaction. If you thrive in a fast-paced environment and have a passion for financial analysis and decision-making, we encourage you to apply. Responsibilities:• Develop and maintain comprehensive financial models to support strategic decision-making and business performance analysis.• Collaborate with cross-functional teams to provide financial insights and recommendations for new projects and initiatives.• Monitor and report on key financial metrics, identifying trends and opportunities for improvement.• Support labor planning and pricing strategies to optimize costs and enhance customer quality.• Simplify and improve financial tools and processes to increase efficiency across teams.• Provide guidance to stakeholders on financial trade-offs and business priorities in complex and ambiguous scenarios.• Conduct ad hoc financial analysis to address specific business challenges and opportunities.• Partner with leadership to evaluate and prioritize projects, ensuring alignment with organizational goals.• Influence senior leaders through data-driven insights and actionable recommendations.• Identify and address operational defects proactively, driving process improvements
2026-04-17T00:00:00Z

Financial Analyst III

Bellevue, WA
onsite
Temporary
50 - 55 USD / Hourly
We are looking for a skilled Financial Analyst III to join our team in Bellevue, WA. This long-term contract position requires a detail-oriented individual with strong analytical abilities and a passion for improving financial processes. The role will involve collaborating with internal teams and business partners to provide insightful financial analysis and support strategic decision-making. Responsibilities:• Develop and maintain financial models to support forecasting and budgeting processes.• Analyze variances in financial data and provide actionable insights to improve performance.• Prepare detailed expense and metric reports to monitor organizational efficiency.• Collaborate with business partners to ensure alignment with financial objectives and strategies.• Perform ad hoc financial analysis to address specific business needs and challenges.• Utilize SQL to create and manage queries for data extraction and reporting purposes.• Drive process improvement initiatives to enhance financial workflows and reporting accuracy.• Support call center operations by analyzing financial data and providing recommendations to optimize costs.• Communicate findings effectively with management and stakeholders to support informed decision-making.• Monitor and improve customer satisfaction metrics through financial analysis and reporting.
2026-04-08T00:00:00Z

Investment Accounting Advisory Specialist

Bellevue, WA
remote
Permanent
135000 - 165000 USD / Yearly
We are looking for a knowledgeable Investment Accounting Advisory Specialist to join our team in Bellevue, Washington. In this role, you will provide expert advice and guidance on complex accounting matters related to diverse investment portfolios, ensuring compliance with regulatory and accounting standards. This position offers the opportunity to collaborate with cross-functional teams and contribute to strategic decision-making within the financial services sector. Responsibilities:• Conduct in-depth research to offer practical accounting guidance for various asset types, including traditional investments, private equity, derivatives, and alternative assets.• Advise senior leadership on the accounting implications of new investments and evolving regulatory guidance.• Collaborate on the implementation of new accounting standards, providing transaction advisory support.• Act as a key resource for internal teams by translating complex accounting principles into actionable strategies that align with organizational objectives.• Evaluate regulatory and accounting changes to ensure investment accounting policies are updated and effectively applied.• Analyze and review consolidation processes for new limited partnership investments.• Prepare and present detailed technical documentation and memos regarding accounting treatments and transactions.• Lead special projects, such as adopting new accounting standards and enhancing reporting practices within investment accounting. The salary range for this position is $135,000 to $165,000. Benefits:M/D/VLife and AD&D insuranceSTD/LTD401k with match3 weeks PTO + 7 flex days10 paid holidays5 days sick leave
2026-04-03T00:00:00Z

Lead Financial Analyst

Wood Dale, IL
onsite
Permanent
120000 - 130000 USD / Yearly
The salary range for this position is $120,000-$130,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected] Feeling stuck or straight up bored at your current job? Let’s fix that. A high-End Investment firm is seeking a Lead Financial Analyst. Perks include including above market pay-rates, top-tier health benefits, plenty of work from home flexibility, and other unique perks that their top competitors can’t to provide. This is a highly visible role provides information and conducts analysis on total company financial performance, outlook, and plan. You will analyze business unit performance and coordinate interactions with business unit finance leaders to optimize our financial processes and results. ESSENTIAL DUTIES AND RESPONSIBILITIES:<ul><li>Analyze business unit performance on a monthly and quarterly basis focusing on critical business drivers</li><li>Support monthly forecasting and annual budgeting efforts, setting timelines and coordinating with team members to define deliverables</li><li>Establish a relationship with Group VPs of Finance, business unit controllers and corporate staff</li><li>Lead month and quarter end close processes, tracking and communicating financial results to senior leadership</li><li>Maintain financial reporting systems and tools, partnering with IT to suggest and implement system enhancements</li><li>Develop various financial models such as debt offerings, financial projections and rating agencies</li><li>Assess applicability and lead adoption of improvements and enhancements on existing processes (e.g. Robotic Process Automation)</li><li>Monitor and assess the Company's internal control environment. Provide recommendations for enhancements and best practices</li><li>Special projects as assigned or directed such as acquisition analysis, Board presentations, etc.</li></ul>
2026-03-25T00:00:00Z

MS Excel Mid Level Data Analyst

Tampa, FL
onsite
Permanent
50000 - 65000 USD / Yearly
We are looking for a detail-oriented Data Analyst with expertise in Microsoft Excel to join our team in Tampa, Florida. In this role, you will work with raw data, transforming it into meaningful insights and actionable reports to support organizational initiatives. The ideal candidate thrives in analyzing complex datasets and has a strong understanding of data integrity, visualization, and reporting standards. Responsibilities: • Organize, analyze, and interpret raw data using advanced Excel functionalities, including formulas, macros, and pivot tables. • Consolidate and integrate data from multiple sources to build cohesive reports and dashboards. • Create and deliver detailed presentations and reports tailored to various stakeholders, including executives and board members. • Ensure data accuracy and consistency through regular audits and quality checks. • Collaborate with team members to enhance data collection processes and implement best practices. • Develop and maintain centralized data repositories for streamlined reporting. • Identify trends and patterns in data to provide actionable insights for organizational improvement. • Train staff on data management tools and techniques to promote consistent and efficient data handling. • Monitor performance indicators to detect discrepancies and recommend corrective actions. • Implement protocols to guarantee data security and compliance with organizational standards.
2026-04-09T00:00:00Z

Reporting Analyst

Chicago, IL
onsite
Permanent
100000 - 115000 USD / Yearly
The salary range for this position is $100,000 - $115,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]. The Portfolio Data & Analytics team is responsible for ongoing portfolio company performance monitoring and analysis, FP&A and complex financial modeling, valuing the investment positions in each of the firm’s portfolio companies, and content creation and analysis supporting investor relations. The Reporting Assurance Analyst will play a critical role in ensuring the accuracy and integrity of all external investor communications, including LP emails, press releases, and quarterly investor presentations. This process entails building out supporting documentation that is easily traceable and orderly. While the primary focus will be on compliance and documentation for investor communications, the role will also support the broader functions of the Portfolio Data & Analytics team. Key Responsibilities: • Help prepare various presentations and supporting analyses for the firm’s most critical investor meetings, including the annual meeting, semi-annual advisory board meetings and investor conference calls• Ensure all external communications are accurate and compliant with regulatory standards• Develop and maintain detailed supporting documentation and tie-out work for investor communications• Collaborate with investment teams and senior leadership to verify data and content accuracy• Assist the Investor Relations team with fundraising and diligence requests from LPs and prospective LPs• Support the broader Portfolio Data & Analytics team ensure accuracy on various quarterly and ad hoc outputsOther responsibilities and opportunities: • Continually evaluate possible new technology solutions and propose process revisions to assist in data aggregation as the firm continues to expand portfolio investments in both number and complexity
2026-04-07T00:00:00Z

Reporting Analyst

Austin, TX
onsite
Permanent
100000 - 130000 USD / Yearly
We are looking for a detail-oriented Reporting Analyst to join our team in Austin, Texas. In this role, you will be responsible for managing investor reporting processes, conducting in-depth financial analyses, and maintaining compliance standards for external documentation. This position offers an opportunity to collaborate with multiple departments and contribute to high-quality deliverables in a fast-paced environment. Responsibilities: • Prepare and review data for investor presentations, website updates, and property tour books in collaboration with cross-functional teams. • Coordinate with various departments to ensure timely completion and delivery of investor information requests. • Conduct comprehensive financial and real estate analyses on asset and fund-level performance using proprietary technologies. • Ensure all externally distributed materials comply with regulatory standards by working closely with the Chief Compliance Officer. • Generate customized reports based on management requests to support organizational needs.
2026-03-25T00:00:00Z

Financial Sales Analyst

Hatfield, PA
onsite
Permanent
75000 - 90000 USD / Yearly
Our client is looking for a detail-oriented Financial Sales Analyst to join their team in the Lansdale, Pennsylvania area. This role focuses on delivering insightful financial analysis and reporting to support strategic sales initiatives in a dynamic, commodity-driven market. The ideal candidate will excel at leveraging data to enhance decision-making, optimize pricing strategies, and improve overall financial performance. Responsibilities:• Analyze weekly sales profit and loss statements to identify key variances and determine underlying causes.• Lead budgeting and quarterly forecasting efforts, collaborating with stakeholders to ensure alignment with strategic goals.• Partner with the Retail Sales VP and cross-functional teams on critical business initiatives.• Provide support for pricing strategies, including broker commission reporting and margin analysis.• Monitor commodity market trends, particularly in pork, to evaluate potential impacts on sales.• Derive actionable insights from internal and external data to inform trade and promotional planning.• Manage promotional accruals and maintain accurate customer and product hierarchies.• Utilize advanced business intelligence tools to create dashboards and enhance reporting processes.• Conduct data mining and analysis to uncover opportunities for improving financial performance.
2026-04-17T00:00:00Z

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