<p>We are seeking detail-oriented Financial Data Analysts to support data ownership, validation, and quality initiatives across financial datasets. This role requires strong attention to detail, the ability to follow precise written instructions, and consistency in executing structured workflows. The ideal candidate is comfortable working with large volumes of financial information while maintaining high accuracy standards in a fast-paced environment.</p><p><br></p><p>Key Responsibilities</p><ul><li>Assume ownership of assigned financial data sets and ensure ongoing accuracy and completeness</li><li>Review, validate, and maintain structured financial data according to defined methodologies and guidelines</li><li>Execute detailed, instruction-driven workflows with a high degree of precision</li><li>Perform quality checks, identify inconsistencies, and escalate data issues as needed</li><li>Document findings and updates clearly to support internal processes and auditability</li><li>Collaborate with team members to meet daily and weekly production target</li></ul>
<p>We are seeking a detail-oriented and knowledgeable <strong>Financial Data Analyst</strong> to support artificial intelligence (AI) annotation initiatives across a range of projects, including research document analysis, document search optimization, and others. The ideal candidate will have a solid understanding of financial markets and strong accounting expertise, ideally with experience in auditing. </p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Review and annotate financial documents and research materials to support AI training and model development.</li><li>Apply financial knowledge to ensure accuracy and consistency in data labeling.</li><li>Collaborate with cross-functional teams to meet project deadlines and quality standards.</li><li>Adapt quickly to shifting priorities and support different projects, including Supply Chain, as needed.</li><li>Follow established guidelines and maintain high attention to detail.</li></ul><p><br></p><p><br></p>
<p>Robert Half is seeking a meticulous Data Analyst to join a team based in Philadelphia, Pennsylvania, within the financial services sector. This Contract to permanent Data Analyst position involves ensuring the accuracy and completeness of financial data, with a focus on quality control and validation processes. The successful Data Analyst candidate will play a pivotal role in maintaining data integrity and supporting operational efficiency. Put your talents to the test and get your career going in the right direction by clicking the apply button today. If you have any questions, please contact Robert Half at 215-568-4580 and mention job reference #03720-0013367720</p><p><br></p><p>As a Data Analyst Your Responsibilities will include but are not limited to:</p><p>• Conduct thorough quality control checks to ensure data accuracy across multiple systems.</p><p><br></p><p>• Verify account details and validate information within Salesforce and internal databases.</p><p><br></p><p>• Identify and resolve inconsistencies, missing records, or errors in financial data.</p><p><br></p><p>• Collaborate with finance and operations teams to enhance reporting accuracy and reliability.</p><p><br></p><p>• Document findings and contribute to ongoing process improvement initiatives.</p><p><br></p><p>• Utilize fraud analytics tools to detect potential discrepancies or fraudulent activities.</p><p><br></p><p>• Analyze data to uncover trends related to suspected fraud and other anomalies.</p><p><br></p><p>• Support anti-fraud investigations by providing detailed data insights and reports.</p><p><br></p><p>• Ensure compliance with data management standards and organizational policies.</p>
<p>We are looking for an entry-level Financial Analyst in Roseville, Minnesota, <strong>(on site)</strong> to join a team on a contract with the potential for a contract to permanent position. In this role, you will analyze financial data, interpret market trends, and contribute to accurate reporting to support decision-making processes. The ideal candidate will have a strong interest in financial markets and a keen eye for detail. </p><p><br></p><p>Responsibilities:</p><p>• Analyze financial data to identify trends and insights that inform business strategies.</p><p>• Prepare comprehensive financial reports, ensuring accuracy and clarity.</p><p>• Monitor and interpret financial market developments to provide actionable recommendations.</p><p>• Utilize tools such as Bloomberg Terminal to conduct in-depth market analysis.</p><p>• Collaborate with teams to support forecasting and budgeting processes.</p><p>• Assist in the evaluation of investment opportunities and risks.</p><p>• Contribute to the improvement of financial reporting systems and processes.</p><p>• Research and present findings on industry-specific financial trends.</p><p>• Support senior analysts in preparing presentations and data visualizations for stakeholders.</p>
<p>Model Development & Maintenance</p><p> • Develop and maintain actuarial models and data-driven processes using Python, R, and SQL to support insurance pricing, reserving, and risk management.</p><p> • Implement and enhance month-end processes, rate change calculations, and ad-hoc analyses with a focus on completeness, accuracy, and consistency to ensure data is of the highest quality.</p><p> • Work with the Actuarial and Financial Planning and Analysis (FP& A) teams to automate and improve model performance using Python-based scripting and automation.</p><p> • Ensure accuracy, consistency, and efficiency of actuarial models and methodologies.</p><p> Traditional Actuarial Tasks</p><p> • Support reserving analysis to estimate unpaid claim liabilities primarily in partnership with internal and external actuaries.</p><p> • Develop and maintain loss development triangles and incurred but not reported (IBNR) calculations both based on financial and operational data (e.g., claims closing ratios).</p><p> • Support the development and validation of actuarial assumptions for pricing, reserving, and forecasting.</p><p> • Develop and regularly report on rate change calculations including bifurcation of exposure changes from pure rate by line of business.</p><p> Financial Modeling & Risk Assessment</p><p> • Conduct stress testing and scenario analysis to assess financial impacts.</p><p> • Develop, update, and maintain models for predictive analytics, profitability analysis, and business planning.</p><p> • Assist in forecasting financial performance and evaluating risk exposure.</p><p> </p><p> </p>
<p>We are seeking a detail-oriented and analytical Financial Analyst with proven experience utilizing Oracle financial systems. In this role, you will be responsible for data analysis, budgeting, forecasting, and preparing financial reports to support management decision-making. This position is ideal for a finance professional who enjoys leveraging technology to drive process improvements and deliver actionable insights.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><ul><li>Analyze financial data and trends to provide actionable insights and recommendations</li><li>Develop, maintain, and improve budgeting and forecasting models</li><li>Prepare monthly, quarterly, and annual financial reports</li><li>Partner with department leaders to develop and monitor budgets</li><li>Conduct variance analysis and investigate discrepancies</li><li>Utilize Oracle ERP and financial modules for data extraction, reporting, and process automation</li><li>Assist with month-end and year-end close activities, ensuring accuracy and compliance</li><li>Identify process improvement opportunities and help implement best practices</li></ul><p><br></p>
<p>We have partnered with a financial institution on their search for a talented Senior Financial Analyst with proven Microsoft Power BI expertise. This role will consist of assisting with financial planning and analysis, manipulating financial data, finance partnering, in depth analyst on budgets, forecasting, maintaining data visualization tools, compiling costs, presenting data calculations, analyze and report on P& L, prepare balance sheets, manipulate data, perform financial modeling, and build lasting relationships with internal leadership and the corporate management teams. This Senior Financial Analysis must have the ability to provide transparency on allocated cost and develop effective tools for reporting and controlling while implementing strategic initiatives and execution.</p><p> </p><p>How you will make an impact</p><p>· Analysis of financial and operations processes</p><p>· Prepare financial analysis on cost drivers</p><p>· Analyze and track KPIs</p><p>· Create financial dashboards</p><p>· Identify potential financial risks</p><p>· Budgeting & Forecasting</p><p>· Financial Reconciliation </p><p>· Process Improvement Initiatives </p><p>· Reviewing/Creating complex financial models</p>
<p>The Financial Analyst is responsible for providing detailed financial reporting, analysis, and forecasting to support business decision-making and strategy. This position plays a vital role in budgeting, variance analysis, and performance management, and collaborates closely with cross-functional teams to provide data-driven insights. Based in Atlanta, this role supports both day-to-day operations and long-term financial planning.</p><p>Key Responsibilities:</p><ul><li>Analyze financial data and trends to provide actionable recommendations to management.</li><li>Assist with the preparation of budgets, forecasts, and long-term financial models.</li><li>Prepare monthly, quarterly, and annual reports, including variance analysis against budgets.</li><li>Support business case development and ROI analysis for new initiatives and investments.</li><li>Present financial findings and insights to stakeholders through reports, presentations, and dashboards.</li><li>Collaborate with accounting, operations, and business units to gather data and align on financial objectives.</li><li>Ensure accuracy and integrity of all financial data and assist with the month-end close process.</li><li>Participate in process improvement initiatives to enhance financial analysis and reporting efficiencies.</li><li>Maintain up-to-date documentation and support audit and compliance activities.</li></ul><p><br></p>
<p>Robert Half is working with a growing healthcare organization to hire a skilled Financial Analyst to join their team in Plano, Texas. In this role, you will use your analytical expertise to interpret financial data and provide actionable insights that drive operational and strategic decisions. Your contributions will play a key role in optimizing provider performance, enhancing operational efficiency, and supporting business growth in a dynamic healthcare environment.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and deliver comprehensive monthly financial reports for multiple service lines, ensuring accuracy and clarity.</p><p>• Create effective presentations and dashboards for leadership using PowerPoint.</p><p>• Evaluate financial metrics and key performance indicators, including revenue trends, patient volumes, and provider productivity.</p><p>• Identify and analyze variances, trends, and opportunities for improvement across service lines.</p><p>• Utilize advanced Excel functions, such as pivot tables and VLOOKUPs, to manage and analyze complex datasets.</p><p>• Extract, clean, and reconcile data from various internal systems and databases.</p><p>• Develop and maintain forecasting models to support budgeting and operational planning.</p><p>• Collaborate with cross-functional teams, including operations and clinical leadership, to address strategic business questions.</p><p>• Conduct ad hoc analyses to uncover insights and support decision-making.</p><p>• Investigate data inconsistencies and proactively present findings to leadership.</p>
<p>We are looking for a skilled Finance Specialist to join our team in Stockton, California. This is a Contract to permanent position that offers an excellent opportunity to showcase your expertise in financial processes and analysis. The ideal candidate will have a strong background in accounting and general ledger management, coupled with an analytical mindset to support financial operations.</p><p><br></p><p>Responsibilities:</p><p>• Examine accounts payable entries to ensure accuracy and proper posting.</p><p>• Verify and post cash receipts and accounts receivable transactions.</p><p>• Conduct thorough cash reconciliations to maintain financial accuracy.</p><p>• Regularly review general ledger accounts to identify and correct discrepancies.</p><p>• Reclassify general ledger entries as necessary to ensure accurate reporting.</p><p>• Utilize financial modeling techniques to support decision-making processes.</p><p>• Perform detailed account analysis to provide insights into financial trends.</p><p>• Collaborate with team members to improve financial workflows and reporting.</p><p>• Prepare and present financial data to stakeholders as needed.</p><p>• Support the finance team with ad hoc reporting and analysis tasks.</p>
<p>We are looking for a Senior Financial Analyst to join our team in Emeryville, California. In this role, you will play a vital part in analyzing financial data, creating detailed models, and providing actionable insights to support decision-making. The ideal candidate will bring expertise in financial analysis and modeling, coupled with a strong ability to interpret complex data and drive strategic recommendations.</p><p><br></p><p>Responsibilities:</p><ul><li>Maintain and improve driver-based expense planning models; integrate into operating practices across Sales, Operations, Marketing, Finance, and Accounting.</li><li>Collaborate with business leaders to translate operational activities into financial forecasts and actionable insights.</li><li>Develop, monitor, and update annual budgets and forecasts throughout planning cycles.</li><li>Analyze and communicate cost variances during monthly reporting and support expense close processes (accruals, reclasses).</li><li>Prepare recurring financial reports using advanced modeling and analytics; maintain Workday Adaptive for efficiency.</li><li>Collect and present financial data for board reporting.</li><li>Advise cost center owners on expense coding for invoices, Concur, and journal entries.</li><li>Drive best practices and process improvements to enhance accuracy and productivity.</li><li>Build strong cross-functional relationships and handle ad hoc tasks as needed.</li></ul><p><br></p>
We are looking for a skilled Financial Analyst to join our team in Coppell, Texas. In this role, you will leverage your expertise in financial systems and data analysis to support strategic decision-making and optimize processes across the organization. This position will require a strong understanding of Oracle Financials and Fusion Cloud applications, as well as the ability to collaborate with cross-functional teams to drive efficiency and innovation.<br><br>Responsibilities:<br>• Utilize Oracle Financials and Fusion Cloud systems to troubleshoot issues, configure updates, and test enhancements.<br>• Analyze financial data to identify trends, variances, and opportunities for process improvements.<br>• Develop and execute test cases to ensure system changes align with business requirements.<br>• Collaborate with stakeholders across departments, including Accounting, Finance, Supply Chain, IT, and Human Capital, to implement scalable financial solutions.<br>• Act as a liaison between the accounting and IT teams to align system functionality with business needs.<br>• Support audit and compliance processes by providing accurate documentation and analysis.<br>• Apply accounting principles to improve financial systems and provide strategic recommendations.<br>• Conduct variance analysis and financial modeling to support organizational goals.<br>• Utilize tools such as Tableau and OTBI for data visualization and reporting.<br>• Manage multiple tasks independently in a dynamic and fast-paced environment.
<p><strong>Job Title</strong>: Data & Financial Operations Analyst </p><p><strong>Location</strong>: Santa Fe Springs </p><p><strong>About Our Client:</strong> Join a nationwide leader in the distribution industry where innovation, precision, and performance drive everything we do. We’re looking for a data-savvy powerhouse who thrives at the intersection of sales analytics, financial operations, and business intelligence — someone who doesn’t just crunch numbers but transforms them into compelling stories that guide strategic decisions. </p><p><br></p><p><strong>What You’ll Do: </strong></p><ul><li>Master the Numbers: Own weekly sales projection models in Excel, ensuring leadership has accurate, real-time insights to forecast growth. </li><li>Build Powerful Dashboards: Design dynamic, visually impactful dashboards (Excel, Power BI, or Tableau) that give decision-makers instant clarity on performance trends. </li><li>Deliver High-Impact Reports: Create and present monthly performance and trend reports by extracting, cleansing, and analyzing data from large databases. </li><li>Dig Deep: Use data mining techniques to identify sales opportunities, operational efficiencies, and revenue gaps. </li><li>Ensure Financial Precision: Review credit card statements and GL-coded entries for accuracy, compliance, and cost control. </li><li>Protect Profitability: Audit billing systems and pricing terms to confirm alignment with contracts and margin expectations. </li><li>Elevate Insights: Partner with sales, finance, and operations teams to translate raw data into actionable business strategies.</li></ul>
We are looking for an experienced Senior Financial Analyst to join our team in San Jose, California. In this long-term contract position, you will play a critical role in driving financial performance while supporting strategic initiatives for the organization. This role requires a strong analytical mindset and a deep understanding of financial processes within the credit union industry.<br><br>Responsibilities:<br>• Conduct detailed financial analysis to evaluate organizational performance and identify areas for improvement.<br>• Develop complex financial models to support strategic decision-making processes.<br>• Perform variance analysis to compare actual financial results against forecasts and budgets.<br>• Generate ad hoc financial reports and analyses to address specific business needs and questions.<br>• Utilize data mining techniques to extract and interpret relevant financial information.<br>• Collaborate with the Asset/Liability Committee to provide insights and recommendations.<br>• Prepare comprehensive financial reports and presentations for senior management.<br>• Ensure the accuracy and timeliness of financial data to support planning and forecasting activities.<br>• Monitor market trends and economic factors impacting the credit union industry.<br>• Assist in implementing best practices for financial operations and analysis.
Essential Duties & Responsibilities<br>• Collect and record historical financial data<br>• Manage databases of financial records<br>• Create and update financial analysis reports and models<br>• Collect financial data from internal and external sources<br>• Set and track key performance indicators (KPIs) and objectives<br>• Collaborate with accounting and operations teams<br>• Use predictive, driver-based, and multi-scenario planning for forecasts<br>• Maintain an orderly financial records library and data store<br>• Ensure timely and accurate financial reporting<br>• Foster a culture of ethics, integrity, and good governance<br>• Provide technical support to department heads<br>• Assist with budgets, forecasts, and financial modeling<br>• Prepare variance analyses, risk/opportunity assessments, and ad hoc reports<br>• Identify and research variances in forecasts, budgets, and prior-year expenses<br>• Participate in corporate projects impacting the organization<br>Required Knowledge, Skills, & Abilities<br>• Strong knowledge of accounting, financial, and operational principles<br>• Excellent interpersonal and communication skills<br>• High commitment to quality, ethics, and compliance<br>• Ability to navigate ambiguous situations<br>• Superior attention to detail with the ability to manage multiple priorities and meet deadlines.<br>• Proficiency in Excel and PowerPoint<br>• Advanced skills in system, database, and data analysis<br>• Effective leadership and teamwork abilities<br>• Capability to analyze financial data and prepare reports<br>Education & Experience<br>• Bachelor’s degree in accounting, finance, or business administration preferred<br>• 2+ years of experience in accounting or financial analysis preferred<br>• Strategic planning and implementation experience is a plus<br>• Strong background in systems, databases, and information technology<br><br>Join our team to help shape and drive our financial strategy while ensuring our company's financial health and growth.<br><br>Are you a numbers whiz with a knack for turning data into actionable insights? We're looking for a dynamic Financial Planner and Analyst to join our team! Reporting directly to the Chief Financial Officer, you'll be at the heart of our financial strategy, helping to shape the future of our company. If you love diving into data, collaborating with a passionate team, and making a real impact, this job is for you!
<p>Growing, manufacturer, located outside of the Philadelphia Suburbs, seeks a FP& A Analyst with strong cost control expertise. The FP& A Analyst will develop financial models through process analysis, conduct financial data mining, identify trends & risks, forecast revenues and expenditures, and provide guidance on future budgeting. This candidate will also assist with financial adjustments, evaluate investment opportunities, analyze variances, assist with KPI tracking, create and implement financial strategic planning, and coordinate annual pricing analysis. The ideal FP& A Analyst should be able to own process integrations, assess quality and integrity of data for reporting, and work independently.</p><p><br></p><p>Major Responsibilities</p><p>· Manage the annual budget and strategic planning process</p><p>· Prepare cost projections</p><p>· Conduct thorough research of historical financial data</p><p>· Analyze profitability analysis by product and customer</p><p>· Oversee inventory transactions while monitoring COGS</p><p>· Lead efforts to business unit profitability</p><p>· Assist with financial input on financials and investments</p><p>· Develop and gain deep business understanding of financial drivers</p><p>· Monitor performance indicators for profit and loss</p>
We are looking for a skilled Financial Analyst to join our team on a contract basis in Lewisville, Texas. In this role, you will play a key part in analyzing financial data, creating detailed models, and providing insights to guide decision-making processes. If you have a strong background in financial analysis and enjoy working in a dynamic non-profit environment, we encourage you to apply.<br><br>Responsibilities:<br>• Conduct detailed financial analyses to identify trends, variances, and opportunities for improvement.<br>• Build and maintain financial models to support strategic planning and forecasting.<br>• Perform ad hoc analyses to address specific financial questions or challenges.<br>• Evaluate and report on financial performance metrics to aid in decision-making.<br>• Collaborate with cross-functional teams to gather data and ensure accurate reporting.<br>• Utilize data mining techniques to extract and analyze key financial insights.<br>• Prepare comprehensive reports and presentations to communicate findings to stakeholders.<br>• Support budgeting and forecasting processes with detailed financial analysis.<br>• Monitor and analyze variances between actuals and forecasts, providing actionable recommendations.<br>• Ensure compliance with financial policies and procedures while maintaining data integrity.
<p>We are looking for a Senior Financial Analyst Consultant to join our team on a long-term engagement. This onsite role is located in Southfield, Michigan, and offers an exciting opportunity to contribute to financial planning, analysis, and reporting within a dynamic industry. The ideal candidate will have strong expertise in financial modeling, variance analysis, and advanced systems experience, particularly with OneStream.</p><p><br></p><p>The day-to-day responsibilities include: </p><p><br></p><p>• Lead annual financial planning and monthly or quarterly forecasting processes, ensuring accurate revenue and expense projections.</p><p>• Develop and maintain complex financial models to identify trends, variances, and opportunities for improvement.</p><p>• Prepare comprehensive management reporting packages, including dashboards and operational updates, to support decision-making.</p><p>• Utilize deep expertise in OneStream to create and manage reporting solutions, going beyond basic data pulling to deliver actionable insights.</p><p>• Build centralized reporting systems and distribute timely, accurate reports to stakeholders.</p><p>• Perform data reconciliation processes to verify the accuracy of financial information.</p><p>• Conduct ad hoc financial analyses and address queries during budgeting and forecasting cycles.</p><p>• Drive automation and implement process improvements across financial planning and analysis functions.</p><p>• Support stakeholders with detailed financial insights and recommendations to enhance operational performance.</p>
<p>We are looking for a skilled Financial Analyst to join our team in North Dallas, Texas. This role involves analyzing complex financial data to support decision-making, forecasting, and budgeting processes. The ideal candidate will bring expertise in financial modeling and data visualization tools to drive insights and improve efficiency.</p><p><br></p><p>Responsibilities:</p><p>• Conduct detailed financial analysis to identify trends, variances, and opportunities for cost improvement.</p><p>• Develop and maintain financial models to support forecasting and annual budgeting processes.</p><p>• Prepare and present ad hoc financial reports to assist management in strategic decision-making.</p><p>• Perform variance analysis to evaluate financial performance against expectations.</p><p>• Utilize data mining techniques to extract actionable insights from large datasets.</p><p>• Collaborate with cross-functional teams to provide financial support and guidance.</p><p>• Implement and leverage business intelligence tools such as Tableau, Power BI, and Alteryx to streamline reporting.</p><p>• Ensure accuracy and compliance in all financial reports and processes.</p><p>• Support continuous improvement initiatives within the financial planning and analysis function.</p>
<p><strong>Overview:</strong></p><p>We are seeking an experienced Financial Analyst with 3 or more years of hands-on experience to join our team. This role is ideal for a results-driven professional with a strong background in financial modeling, forecasting, data analysis, and reporting. The successful candidate will support strategic decision-making through high-quality financial analysis and deliver actionable insights to cross-functional teams.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Prepare, analyze, and interpret financial data to support budgeting, forecasting, and strategic planning activities.</li><li>Develop and maintain complex financial models to project business performance and evaluate potential scenarios.</li><li>Conduct variance analysis on financial results and provide clear explanations and recommendations to management.</li><li>Collaborate with department leads to gather data, build forecasts, and identify opportunities for cost reduction and growth.</li><li>Assist with the preparation of monthly, quarterly, and annual management reports, including dashboard and executive presentations.</li><li>Support the evaluation of business opportunities, investments, and ad hoc projects by performing financial due diligence and analysis.</li><li>Ensure accuracy and integrity of financial reporting and compliance with internal policies and procedures.</li><li>Keep up to date with industry trends, market data, and best practices in financial analysis.</li></ul><p><br></p>
We are looking for an experienced Financial Analyst to join our team on a contract basis in Menlo Park, California. This position focuses on providing detailed financial analysis and modeling to support organizational objectives. The ideal candidate will excel in managing large datasets, delivering strategic insights, and adapting to a dynamic work environment.<br><br>Responsibilities:<br>• Conduct detailed financial analysis and modeling to support decision-making processes.<br>• Perform variance analysis to identify trends and discrepancies in financial data.<br>• Utilize data mining techniques to extract and interpret meaningful insights from large datasets.<br>• Develop ad hoc financial reports and analyses to address specific business needs.<br>• Collaborate with cross-functional teams to provide actionable financial recommendations.<br>• Ensure data accuracy and integrity in all financial reporting activities.<br>• Analyze financial performance metrics to drive efficiency and growth.<br>• Assist in budgeting and forecasting processes to align with organizational goals.<br>• Present findings and recommendations to stakeholders in a clear and concise manner.
We are looking for a Senior Financial Analyst to join our team in Chapel Hill, North Carolina. This role is ideal for a detail-oriented individual with strong analytical capabilities who can provide valuable insights to support decision-making and drive financial performance. The successful candidate will play a key role in analyzing financial data, creating models, and delivering actionable recommendations.<br><br>Responsibilities:<br>• Conduct comprehensive financial analyses to evaluate business performance and identify trends.<br>• Develop and maintain financial models to support strategic planning and forecasting.<br>• Perform variance analyses to compare actual results against budgets and forecasts, providing detailed explanations.<br>• Deliver ad hoc financial analyses to address specific business questions or challenges.<br>• Utilize data mining techniques to extract, interpret, and visualize financial data.<br>• Collaborate with cross-functional teams to provide financial insights and recommendations.<br>• Prepare detailed reports and presentations for senior management to aid in decision-making.<br>• Ensure accuracy and consistency in financial data and reporting processes.<br>• Monitor key performance indicators and identify areas for improvement.<br>• Support the implementation of financial strategies to enhance organizational efficiency.
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Accurately maintain data used in investment trading decisions, ensuring its availability from the initiation to the settlement of trades.</p><p>• Conduct portfolio analysis using data analysis tools, Microsoft Excel, MySQL, and SQL.</p><p>• Engage directly with trade partners to resolve data-related inquiries.</p><p>• Oversee portfolio reporting infrastructure and ensure its accuracy and efficiency.</p><p>• Establish yourself as the go-to expert for all reporting and data analysis related to portfolio acquisitions.</p><p>• Assist in research projects as per the requests of portfolio managers.</p><p>• Monitor the outcomes of investment strategies and make necessary adjustments.</p><p>• Collaborate with technology/data teams to ensure the accuracy of information and analysis.</p><p>• Regularly analyze portfolio return/risk.</p><p>• Handle all processes related to trade commencement to settlement.</p><p><br></p><p>Minimum Qualifications:</p><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><p>Preferred Qualifications:</p><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><p>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.</p><p>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. </p>
We are looking for a Senior Financial Analyst to join a dynamic and growing finance team in Southfield, Michigan. This role offers high visibility within the organization and the opportunity to collaborate with experienced professionals on budgeting, forecasting, financial modeling, and reporting. If you are passionate about advancing your career in financial analysis and contributing to meaningful projects, we encourage you to apply.<br><br>Responsibilities:<br>• Develop and maintain comprehensive budgets and forecasts to support organizational goals.<br>• Conduct detailed financial analysis, including variance analysis, to evaluate performance against key metrics.<br>• Prepare internal financial reports and ensure accuracy in data presentation.<br>• Collaborate with team members to consolidate subsidiary financial statements into unified reports.<br>• Design and implement financial models to support strategic planning and decision-making.<br>• Utilize advanced Excel and data mining techniques to analyze complex datasets.<br>• Provide ad hoc financial analysis to support various departments and leadership.<br>• Identify areas for process improvement and recommend solutions to enhance efficiency.<br>• Communicate findings and insights effectively to stakeholders and executive leadership.<br>• Stay updated on industry trends and apply best practices to financial analysis processes.
<p>We are looking for a detail-oriented Financial Analyst to join our team in Dallas, Texas. In this role, you will play a vital part in supporting financial planning and analysis activities, helping the organization understand its performance and make informed decisions. This position offers the opportunity to contribute to forecasting, liquidity management, and strategic decision-making while collaborating with various internal stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Collect and analyze financial data across forecasting, reporting, treasury, and revenue cycle management to provide insights into business performance.</p><p>• Develop and maintain financial models to predict revenue, expenses, headcount, and other critical metrics, ensuring accurate projections.</p><p>• Monitor daily cash flow activities, including deposits and disbursements, to create both short- and long-term liquidity forecasts.</p><p>• Collaborate with department leaders to assess capital needs and incorporate macroeconomic factors into cash flow predictions.</p><p>• Prepare weekly variance reports to explain deviations from forecasts, aiding in setting expectations for senior leadership and stakeholders.</p><p>• Provide analytical support for strategic decisions, including M& A due diligence and market trend analysis.</p><p>• Identify and report financial process discrepancies to ensure compliance with internal standards.</p><p>• Partner with senior leadership to improve financial transparency and support organizational goals.</p><p><br></p><p>If interested, please send your resume to [email protected]</p>
