636 results for Data Reporting Analyst jobs

Financial Analyst - Entry Level

Atlanta, GA
onsite
Contract / Temporary to Hire
39 - 45 USD / Hourly
Robert Half is hiring a Financial Analyst to join our Full-Time Engagement Professional team, supporting organizations during critical financial and operational initiatives. As a full-time employee of Robert Half, you’ll receive consistent pay, full benefits, overtime eligibility, and bonuses, even between assignments. This role is ideal for analysts who enjoy diving into new challenges, improving processes, and delivering insights when companies need them most. Engagement Examples Forecasting and reforecasting initiativesFinancial modeling for growth or restructuringM&A due diligence and integration supportDashboard and reporting developmentCost analysis and margin improvement projectsTemporary support during staffing shortages or peak demandWhat You’ll DoDevelop and maintain detailed financial models and forecastsAnalyze P&L performance and key business driversPrepare executive-level financial reporting and dashboardsPartner with stakeholders to support strategic decision-makingIdentify trends, risks, and opportunities through data analysisImprove reporting processes and financial visibilitySupport ad-hoc analysis and special projects What We’re Looking For 3+ years of Financial Analyst, FP&A, or related experienceAdvanced Excel skills; experience with BI tools a plusExperience in fast-paced or project-based environmentsStrong business acumen and communication skillsAbility to work independently with minimal supervisionThis position offers a challenging, dynamic career path for Financial Analysts who want meaningful project work with long-term stability.
2026-03-13T00:00:00Z

Financial Analyst - Entry Level

Walnut Creek, CA
onsite
Temporary
23 - 28 USD / Hourly
We are looking for an entry-level Financial Analyst to join our team on a contract basis in Walnut Creek, California. This role will provide essential support during the busy tax season, focusing on financial documentation and tax preparation tasks. Ideal for professionals seeking seasonal work, this position requires strong organizational skills and attention to detail. Responsibilities: • Organize and review client tax documents, ensuring all necessary information is included.• Calculate itemized deductions such as medical expenses, Medicare premiums, and assisted living costs.• Prepare and assemble complete tax packets for final review and filing.• Ensure consistency by referencing prior year tax returns and identifying recurring items.• Analyze and organize key tax forms, including W-2s, 1099s, K-1s, and brokerage statements.• Track income sources, capital gains, and pass-through income accurately.• Utilize established checklists to maintain compliance and completeness.• Maintain detailed records and documentation for all client files.• Navigate Excel spreadsheets effectively, including the use of Pivot Tables.• Use company software to manage files and streamline processing.
2026-03-19T00:00:00Z

Financial Analyst - Entry Level

Menlo Park, CA
onsite
Temporary
33.25 - 38.5 USD / Hourly
We are looking for a success-driven and detail-oriented Financial Analyst to join our team in Menlo Park, California. This contract position offers an excellent opportunity to contribute to financial planning, performance analysis, and strategic decision-making in a dynamic environment. Ideal candidates will have a strong analytical mindset and a keen interest in the financial services sector, particularly brokerage and fintech. Responsibilities: • Assist in developing and maintaining financial models to support forecasting and budgeting processes. • Analyze operating costs, revenue streams, and key performance indicators to identify trends and insights. • Collaborate with cross-functional teams to support business planning and the financial aspects of product development. • Prepare and deliver financial reports and presentations tailored for senior leadership review. • Contribute to process improvements and tool enhancements for financial reporting workflows. • Communicate effectively with both finance and non-finance stakeholders to ensure alignment on financial objectives. • Utilize collaboration tools such as Slack and Google Workspace for efficient team communication and data sharing. • Support the financial evaluation of new product launches and strategic initiatives. • Monitor market trends and industry developments to inform financial strategies.
2026-03-25T00:00:00Z

Financial Analyst - Entry Level

Jersey City, NJ
onsite
Temporary
22 - 24 USD / Hourly
We are looking for a motivated and detail-oriented Financial Analyst to join our team in Jersey City, New Jersey. This position is ideal for someone eager to develop their skills in financial reporting, data analysis, and market research. As a long-term contract role, it offers the opportunity to collaborate with internal teams, contribute to critical projects, and grow professionally in a dynamic environment. Responsibilities:• Ensure the accurate and timely maintenance of system data for reporting purposes.• Assist with pricing updates, validate sales data, and monitor overall performance metrics.• Coordinate with various internal teams to streamline processes and ensure operational efficiency.• Provide administrative support and handle ad-hoc tasks as needed.• Contribute to the development of financial models and data visualizations.• Analyze financial trends and market data to support decision-making.• Prepare presentations and reports to effectively communicate analytical findings.
2026-03-25T00:00:00Z

Data Engineering Manager

Columbus, OH
remote
Permanent
110000 - 120000 USD / Yearly
We are looking for an experienced Data Engineering Manager to lead the strategic development and management of our enterprise data warehouse in Columbus, Ohio. This position combines technical expertise with leadership responsibilities to ensure data assets are efficiently structured, integrated, and utilized for operational processes, analytics, compliance, and external partnerships. The ideal candidate will drive innovation while maintaining robust data architecture standards to support the organization's long-term goals. Responsibilities: • Oversee the design, implementation, and optimization of the enterprise data warehouse and associated reporting systems. • Ensure seamless data integration between source systems, analytics platforms, and reporting tools to maintain accuracy and reliability. • Collaborate with various teams to align data structures and solutions with organizational objectives. • Provide strategic direction for data architecture and recommend scalable solutions aligned with industry best practices. • Develop and enforce standards for enterprise reporting, key performance indicators, and consistent data definitions. • Promote uniformity in business rules and metric calculations across departments to ensure credible and authoritative data outputs. • Review and validate data workflows, transformations, and reports to ensure completeness and accuracy. • Identify and implement system improvements to enhance the functionality and efficiency of data platforms. • Address and resolve issues related to data integrity or reporting disruptions, ensuring minimal downtime. • Mentor team members and provide technical guidance to build a highly skilled and capable team.
2026-03-03T00:00:00Z

Data Engineering Manager

San Antonio, TX
remote
Permanent
95000 - 115000 USD / Yearly
Additional Skills: Deep hands-on expertise with dbt (Cloud or Core), including model development, testing, macros, packages, documentation, scheduling, and performance optimization. Strong command of dbt project structure, materializations (including incremental models and snapshots), and integration with BI-owned metric certification and semantic layers. Ability to evaluate when to leverage community dbt packages versus building custom solutions. Expert-level SQL for complex analytical transformations and performance optimization. Strong data modeling skills across dimensional (Kimball), Data Vault, and domain-oriented patterns, including temporal modeling, SCDs, and surrogate keys. Proven judgment in balancing normalization vs. denormalization for performance, flexibility, and downstream analytics use cases. Experience designing and implementing automated data quality testing and validation frameworks. Familiarity with data quality tooling (e.g., Great Expectations) and core data quality dimensions across analytics workflows. Familiarity with modern analytics stacks and how analytics engineering integrates with cloud data platforms, ingestion tools, dbt, and BI systems. Working knowledge of DataOps practices such as version control, CI/CD, and automated testing. Knowledge of K–12 education data domains and metrics, including enrollment, attendance, assessments, staffing, and multi-state reporting requirements. Familiarity with education data privacy (FERPA), academic calendars, and operational rhythms. Proven ability to lead technical teams, facilitate requirements and design discussions, and manage competing stakeholder priorities. Strong communication and change management skills, translating technical capabilities into clear business value. Required experience: Bachelor’s degree in Computer Science, Information Systems, Data Science, Statistics, Mathematics, or a related field, or equivalent practical experience. 7+ years of experience in analytics engineering, data engineering, data analytics, or closely related technical roles. 3+ years of experience in technical leadership or people management, leading analytics, data, or BI teams. Demonstrated hands-on experience with dbt (2+ years) building and maintaining production data models and transformations. Strong data modeling expertise, with a proven track record designing dimensional models, analytics data marts, or business-facing data products. Expert-level SQL skills, including complex analytical queries and performance optimization Experience partnering with non-technical stakeholders to gather requirements and translate them into effective technical solutions. Preferred Education and Experience: Master’s degree in Data Science, Statistics, Computer Science, or a related analytical field. dbt Analytics Engineering certification or equivalent demonstrated expertise Hands-on experience with Snowflake or comparable cloud data warehouse platforms. Experience working with K–12 education data, student information systems, or education analytics. Experience building data solutions for multi-state or geographically distributed organizations. Exposure to data governance practices, including business glossaries and data quality frameworks Familiarity with modern data stack tools (e.g., ingestion, orchestration, BI, and data quality platforms). Experience leading analytics teams using Agile or iterative delivery methodologies.
2026-03-16T00:00:00Z

IT Finance Analyst

Charlotte, NC
onsite
Temporary
38 - 44 USD / Hourly
We are looking for a skilled Finance Analyst to join our team on a contract basis in Charlotte, North Carolina. This role focuses on providing detailed financial insights and managing project-related costs within the transportation equipment manufacturing industry. The ideal candidate will excel in financial modeling and data analysis, utilizing advanced tools to support strategic decision-making. Responsibilities:• Analyze financial data to assess project costs and spending variables.• Develop and maintain advanced financial models to support business objectives.• Conduct variance analysis to identify discrepancies and recommend corrective actions.• Perform ad hoc financial analyses to address specific business questions.• Utilize data mining techniques to extract meaningful insights from large datasets.• Collaborate with cross-functional teams to align financial strategies with organizational goals.• Ensure accurate reporting and forecasting to support project planning.• Monitor and evaluate key financial metrics to improve operational efficiency.• Provide detailed financial reports and presentations to stakeholders.• Support decision-making processes by delivering actionable financial recommendations.
2026-03-18T00:00:00Z

IS Analyst

Oakland Park, FL
onsite
Temporary
0 - 0 USD / Yearly
We are seeking a skilled IS Analyst with a dense understanding of SQL, hands-on experience integrating APIs, and solid proficiency in Laravel. The ideal candidate will bring expertise in API/PHP development and familiarity with modern technical stacks including React, MySQL, and PostgreSQL. This position is executive-facing and requires exceptional communication skills to collaborate effectively with key stakeholders in a rapidly changing environment.Key Responsibilities:<ul><li>Develop, maintain, and optimize SQL queries for data extraction, reporting, and integrations.</li><li>Implement and manage API integrations, ensuring robust connectivity and seamless data flow between platforms.</li><li>Design, build, and maintain PHP application code within the Laravel framework.</li><li>Collaborate with cross-functional teams to scope, design, and ship new features and solutions.</li><li>Troubleshoot, debug, and document issues and solutions while adhering to best practices in application security and performance.</li><li>Liaise with executive and non-technical stakeholders, translating business requirements into effective technical solutions.</li><li>Remain current with emerging technologies, tools, and trends relevant to the role, with an emphasis on continuous learning and adaptability.</li></ul>
2026-03-13T00:00:00Z

IS Analyst

Miami, FL
onsite
Temporary
0 - 0 USD / Yearly
We are seeking a driven SQL Developer with experience in Laravel to join its technology modernization team. Key Responsibilities:<ul><li>Develop, optimize, and maintain SQL queries and databases (MySQL/PostgreSQL)</li><li>Conduct portal optimization and data cleansing</li><li>Integrate APIs and contribute to API development, primarily using Laravel and PHP</li><li>Collaborate with React developers and cross-functional teams</li><li>Participate in regular communications with executive stakeholders</li><li>Ensure solutions meet high standards of security, performance, and scalability</li><li>Adapt to changing requirements in a fast-paced environment</li></ul>
2026-03-25T00:00:00Z

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.
2026-03-19T00:00:00Z

Financial Technical Operations Analyst

Coppell, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for a detail-oriented Financial Technical Operations Analyst to join our team in Dallas, Texas. In this role, you will serve as a key financial partner, offering strategic insight and operational support to enhance business performance. You will collaborate across departments to ensure financial accuracy, streamline processes, and contribute to the effective management of resources. Responsibilities:• Act as the primary finance advisor to operations management, bridging communication between business teams and corporate finance.• Offer strategic financial guidance to leadership while supporting decision-making processes.• Partner with teams to manage inventory effectively, identify cost-saving opportunities, and improve operational workflows.• Lead the development of annual budgets and monthly forecasts by analyzing costs, accounts, and labor efficiency metrics.• Create and maintain detailed financial reports by product line and profit center, including allocations and variance analysis.• Coordinate physical inventory counts and reconciliations, investigating and resolving any discrepancies.• Ensure adherence to internal controls and company policies, preparing accurate documentation for audit purposes.• Collaborate with cross-functional teams to deliver budgeting, forecasting, and ad hoc financial reports.• Work closely with external auditors to provide necessary documentation during audits.• Prepare and distribute monthly profit and loss statements to executive and local management.
2026-02-23T00:00:00Z

Inventory Analyst

Exton, PA
onsite
Permanent
80000 - 90000 USD / Yearly
We have partnered with a financial service company on their search for an Investment Analyst with proven experience extracting and manipulating financial data. This role will consist of analyzing financial data, evaluating investment opportunities, and providing revenue generating insights to support investment decision-making. In addition to conducting comprehensive financial analysis of companies, industries, and markets you will also, perform extensive research, assist with financial modeling, complete risk assessments to help maximize investment returns, and collaborate with portfolio managers, research teams, and other stakeholders to contribute to investment strategies. Major Responsibilities· Provide financial analysis, forecasting and reporting · Develop strategic initiatives· Budgeting & Forecasting· Variance Analysis· Generate periodic asset allocation reports· Maintain knowledge of regulations and policies· Integrate financial data· Prepare financial reports with key metrics· Establish financial trends and make recommendations· Resolve data discrepancies· Ensure compliance with relevant financial regulations
2026-03-10T00:00:00Z

Inventory Analyst

Lexington, SC
onsite
Permanent
65000 - 75000 USD / Yearly
Our client is looking for an experienced Inventory Analyst. The ideal candidate will play a crucial role in ensuring accurate inventory management and supporting operational efficiency. This position requires strong analytical skills, familiarity with inventory processes, and the ability to work collaboratively across multiple branches. Responsibilities:• Conduct detailed inventory analysis to identify trends and discrepancies.• Manage annual inventory reviews and adjustments.• Utilize Epicor software to streamline inventory tracking and reporting.• Research inventory issues and develop solutions to improve accuracy.• Collaborate with branch locations to ensure proper inventory practices are followed.• Monitor asset inventory and maintain updated records.• Interface with relevant departments to optimize inventory workflows.• Provide actionable insights and recommendations based on inventory data.• Assist in implementing inventory-related improvements to enhance efficiency
2026-03-25T00:00:00Z

Investment Trading Analyst

Minneapolis, MN
onsite
Permanent
70000 - 80000 USD / Yearly
We are in the search for an Investment Trading Analyst to join our team in Minneapolis, Minnesota. The role primarily involves supporting the acquisition of various forms of investments, assisting in trading desk operations, and interacting with multiple business units within the financial services industry. Responsibilities:• Accurately maintain data used in investment trading decisions, ensuring its availability from the initiation to the settlement of trades.• Conduct portfolio analysis using data analysis tools, Microsoft Excel, MySQL, and SQL.• Engage directly with trade partners to resolve data-related inquiries.• Oversee portfolio reporting infrastructure and ensure its accuracy and efficiency.• Establish yourself as the go-to expert for all reporting and data analysis related to portfolio acquisitions.• Assist in research projects as per the requests of portfolio managers.• Monitor the outcomes of investment strategies and make necessary adjustments.• Collaborate with technology/data teams to ensure the accuracy of information and analysis.• Regularly analyze portfolio return/risk.• Handle all processes related to trade commencement to settlement. Minimum Qualifications:<ul><li>Bachelor's degree in finance, economics or mathematics (a minor in data science or computer science ideal)</li><li>1+ Years relevant work experience in Financial Services.</li><li>Strong multitasking and prioritizing skills</li><li>Excellent communicative abilities</li><li>Comfortable working in a fast-paced environment</li><li>High analytical skills</li><li>Intermediate to advance Microsoft Excel skills and understanding of Data Base management tools</li><li>A proactive attitude to developing new ideas and refining existing processes</li></ul>Preferred Qualifications:<ul><li>Experience in credit and real estate</li><li>Familiarity with business intelligence tools such as Tableau and CAS</li><li>Progress towards investment-related certifications like CFA</li></ul>Opportunity awaits a skilled professional who can bring their expertise to our dynamic trading environment. If you feel your profile is a good match, we'd love to hear from you.To apply for this opportunity, please message Douglas Rickart on LinkedIn, Call Doug at 612-249-0330 or submit your resume/application through our career site.
2026-02-19T00:00:00Z

Marketing Analyst

New York, NY
onsite
Temporary
76 - 88 USD / Hourly
We are looking for a skilled Marketing Analyst to join our team in New York, New York. In this long-term contract position, you will play a pivotal role in shaping data-driven marketing strategies and delivering actionable insights across a diverse brand portfolio. The ideal candidate will thrive in a collaborative environment, working closely with cross-functional teams to optimize media investments and measurement frameworks. Responsibilities: • Lead the development and execution of a comprehensive learning and measurement strategy for various brands. • Design and implement robust in-market test plans, including media mix, channel effectiveness, creative impact, and audience segmentation. • Analyze complex test data and translate findings into strategic recommendations for senior stakeholders. • Act as a liaison between media investment, data science, and strategy teams to ensure smooth execution of testing initiatives. • Collaborate with econometrics-focused teams to validate and enhance marketing mix modeling insights. • Oversee multiple test-and-learn initiatives simultaneously, managing timelines, deliverables, and reporting outcomes. • Provide guidance on transitioning to advanced measurement frameworks, moving beyond traditional attribution models.
2026-03-13T00:00:00Z

Marketing Analyst

Grapevine, TX
remote
Temporary
50 - 55 USD / Hourly
Digital Marketing Analyst - Contract, 40 hours a week through End Of Year in Dallas!• What Is This Person Going to Be Doing Every Day:• Analyze digital marketing performance data (Google Hotel Ads, paid media, DerbySoft pulls)• Build automated and templated reporting workflows in Excel, Power Automate, and PowerPoint• Manage Salesforce pipeline reporting tied to marketing performance• Introduce AI tools and automation to reduce manual work and increase insight generation
2026-03-17T00:00:00Z

Marketing Analyst

Austin, TX
onsite
Temporary
35 - 42 USD / Hourly
Marketing AnalystOnsite | Austin, TX | Contract-to-Hire Robert Half is partnering with a local client to hire a Marketing Analyst to support the growth of their customer loyalty program. As a Marketing Analyst, you'll be responsible for supporting, optimizing, and evolving the organization's marketing and customer engagement technology stack. This role owns the day-to-day support, configuration, and enhancement. Responsibilities: <ul><li>Serve as the primary owner for marketing technology integrations, ensuring platform stability, scalability, and alignment with business needs.</li><li>Provide day-to-day operational support, including issue triage and resolution, in partnership with the service desk, vendors, and business users.</li><li>Own application administration, configuration, upgrades, patches, and release coordination for marketing systems.</li><li>Support the design, implementation, and optimization of marketing technology initiatives, including CRM, loyalty, and campaign enablement solutions.</li><li>Collaborate with cross-functional teams to ensure accurate customer data flows, analytics, and reporting.</li><li>Lead and coordinate Quality Assurance activities, including test planning, execution, defect management, and validation across platforms, integrations, and campaigns.</li><li>Gather, document, and translate business and marketing requirements into functional and technical specifications, assessing level of effort, risks, and dependencies.</li></ul>
2026-03-16T00:00:00Z

Senior Business Analyst

Inver Grove Heights, MN
onsite
Temporary
50 - 56 USD / Hourly
We are looking for an experienced Senior Business Analyst to join our team. The ideal candidate will have a strong background in IT business analysis, a proactive approach to problem-solving, and the ability to effectively collaborate with cross-functional teams. This role requires expertise in transportation modules, integration testing, and user training while ensuring alignment with global business templates. Responsibilities:• Analyze business requirements and translate them into effective process or technology solutions within the transportation module.• Collaborate with stakeholders to develop business cases for new functionalities, including comprehensive cost-benefit and risk-impact analyses.• Manage and prioritize ticket backlogs, working towards resolving issues promptly within the transportation module.• Gather requirements and perform integration analysis for modules such as PP and SD.• Create and execute test plans, develop test cases, and conduct functional and user acceptance testing.• Assist in enhancing moderately complex information systems and ensure appropriate error management functionality.• Provide training to new users on supported applications as needed.• Promote and enforce workplace safety standards by identifying and addressing hazards.• Participate in Scrum activities, including backlog grooming and supporting unit and integration testing.• Take ownership of testing phases for projects, ensuring accuracy and completeness.
2026-03-11T00:00:00Z

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
2026-03-06T00:00:00Z

Analyst

Palm Beach Gardens, FL
onsite
Permanent
70000 - 90000 USD / Yearly
We are looking for a detail-oriented Analyst in Palm Beach Gardens, Florida. The position is ideal for individuals who excel in analyzing data, managing documentation, and collaborating with diverse teams in a fast-paced environment. Responsibilities:• Analyze and manage databases.• Review and evaluate various documents to extract and compile cohesive data for decision-making.• Prepare detailed documentation and reports.• Execute tasks with a proactive approach to improve operational efficiency.• Handle multiple assignments simultaneously while maintaining accuracy and attention to detail. Please call Julie Kirvin 561-232-2142 or connect on Linked IN.
2026-03-17T00:00:00Z

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.
2026-03-11T00:00:00Z

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>
2026-03-11T00:00:00Z

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

Cash Operations & Investor Reporting Analyst

San Antonio, TX
onsite
Permanent
60000 - 75000 USD / Yearly
We are looking for a skilled Reporting Analyst to join our dynamic team in San Antonio, Texas. This role is integral to maintaining the accuracy and efficiency of our loan servicing operations, cash management processes, and investor reporting functions. The ideal candidate will bring expertise in financial modeling, reconciliation, and analytical problem-solving to ensure seamless operations and compliance across multiple systems. Responsibilities:• Reconcile daily loan servicing transactions, including payments, payoffs, and adjustments, with cash receipts to ensure accuracy.• Process borrower payments and updates related to interest, escrow, and adjustments within the servicing system.• Investigate and resolve discrepancies in cash reconciliation processes promptly.• Prepare and review monthly investor remittance reports, ensuring data accuracy and compliance.• Conduct financial modeling to calculate interest charges and disbursements for warehouse lending operations.• Analyze loan sale trade terms and reconcile them with system data and third-party servicer records.• Perform quality control checks on servicing records across internal and external systems to maintain data integrity.• Update internal systems with escrow balance changes and insurance-related transactions executed by third-party providers.• Develop and implement internal controls to enhance the accuracy of cash flow reporting and loan accounts
2026-03-02T00:00:00Z

Power BI Analyst

Chesapeake, VA
onsite
Temporary
39 - 50 USD / Hourly
We are looking for an experienced Power BI Analyst to join our team. This is a long-term contract position with opportunities to collaborate closely with finance and data teams in a dynamic retail environment. Responsibilities:• Develop and maintain advanced Power BI dashboards, incorporating semantic models, security roles, drill-down hierarchies, and user-friendly navigation.• Publish reports to Power BI Service, manage workspaces, refresh schedules, and optimize gateways for seamless data delivery.• Apply best practices in data visualization to create executive-ready reports and storytelling solutions.• Collaborate with FP&A and data engineering teams to design effective data schemas and reporting structures.• Partner with finance leaders to identify key performance indicators and translate business needs into analytical frameworks.• Support ad hoc reporting requests and continuously enhance reporting solutions based on evolving business needs.• Implement governance and security protocols, including data certification workflows and workspace access controls.• Manage deployment pipelines, monitor report usage, and ensure compliance with corporate data governance policies.• Ensure data accuracy, consistency, and lineage across all published datasets.
2026-03-13T00:00:00Z

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