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3 results for Financial Data Analyst in Louisville, KY

Financial Analyst/Manager

Louisville, KY
onsite
Permanent / Full Time
120000 - 170000 USD / Yearly
We are looking for an experienced Financial Analyst/Manager to help guide investment decisions and strengthen portfolio performance in Louisville, Kentucky. This role supports a broad range of asset classes and combines hands-on portfolio oversight with strategic analysis, forecasting, and risk awareness. This role is responsible for developing and managing investment strategies, conducting cash flow analysis, optimizing asset allocation, supporting tax-efficient portfolio decisions, and overseeing broker relationships. The ideal candidate brings strong knowledge of capital markets, budgeting, and financial modeling, along with the ability to evaluate opportunities and translate complex data into sound recommendations. Key Responsibilities<ul><li>Develop, implement, and manage corporate investment strategies aligned with financial goals and risk tolerance. </li><li>Analyze cash flow trends, liquidity needs, and forecasting data to support short- and long-term investment decisions. </li><li>Manage portfolio construction and asset allocation across approved investment vehicles and asset classes. </li><li>Monitor market conditions, economic trends, and portfolio performance to recommend investment adjustments. </li><li>Partner with finance, treasury, accounting, and tax teams to support tax-efficient investment planning and compliance. </li><li>Build and maintain strong relationships with brokers, custodians, financial institutions, and external advisors. </li><li>Evaluate investment risk, diversification, and benchmark performance to ensure alignment with company objectives. </li><li>Prepare portfolio reports, investment updates, and strategic recommendations for senior leadership. </li><li>Support financial planning initiatives by balancing capital preservation, return objectives, and liquidity requirements. </li><li>Ensure adherence to internal investment policies, regulatory requirements, and governance standards. </li></ul>
2026-06-01T00:00:00Z

Conflicts Analyst

Louisville, KY
onsite
Permanent / Full Time
60000 - 80000 USD / Yearly
We are looking for a detail-oriented Conflicts Analyst to support legal operations in Louisville, Kentucky. This role focuses on reviewing potential conflicts, organizing matter-related information, and helping legal teams maintain accurate records throughout litigation activities. The ideal candidate is comfortable working with case management systems and can contribute to discovery and trial preparation in a fast-paced environment. Responsibilities: • Review new matters and parties to identify potential conflicts of interest and escalate issues for further analysis when needed. • Maintain accurate case and client information within case management software to support organized legal operations. • Assist attorneys and legal staff with discovery coordination, including tracking documents and deadlines. • Support civil litigation workflows by preparing matter summaries, updating records, and monitoring case activity. • Contribute to trial preparation by organizing files, exhibits, and supporting materials for attorney review. • Conduct database searches and compile relevant background information related to parties, matters, and prior engagements. • Help ensure documentation is complete, consistent, and accessible for ongoing litigation and compliance needs.
2026-05-22T00:00:00Z

Investment Accountant

Louisville, KY
onsite
Permanent / Full Time
65000 - 75000 USD / Yearly
We are looking for an Investment Accountant to support core accounting operations and provide accurate financial oversight for investment-related activity in Louisville, Kentucky. This position plays an important role in maintaining reliable records, preparing timely reports, and helping leadership make informed financial decisions. The ideal candidate brings strong general accounting knowledge, attention to detail, and the ability to work across routine transactions, portfolio accounting, and period-end close activities. Responsibilities: • Process incoming and outgoing payments while maintaining accurate records for both payables and receivables. • Maintain the general ledger by reviewing entries, resolving discrepancies, and completing monthly account reconciliations. • Contribute to month-end and year-end close by preparing supporting schedules and ensuring financial data is complete and accurate. • Produce financial reporting and assist with planning activities related to budgeting and forecasting. • Review financial results, track spending patterns, and identify notable variances or unusual activity. • Support investment portfolio accounting by monitoring holdings activity, tracking performance information, and coordinating with external advisors and financial institutions. • Prepare investment summaries and other reporting materials for organizational leadership and Board review. • Record and reconcile investment transactions, including income activity, realized and unrealized gains or losses, and related account balances. • Assist with audit preparation, financial examinations, and the maintenance of effective internal controls and compliance practices. • Analyze, allocate, and reconcile member premium activity for guaranty funds and process annual assessments for guaranty associations.
2026-06-11T00:00:00Z