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16 results for Investment Operations Analyst in Minneapolis, MN

Investment Trading Analyst

Minneapolis, MN
onsite
Permanent / Full Time
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.
2026-03-27T00:00:00Z

Financial Analyst

Newport, MN
onsite
Permanent / Full Time
70000 - 85000 USD / Yearly
We are looking for a detail-oriented Financial Analyst to join our team in Newport, Minnesota. In this role, you will leverage your expertise to analyze financial data and provide insights that drive strategic decisions within our sales and marketing departments. This position offers the opportunity to collaborate with cross-functional teams and contribute to the company’s growth through informed financial planning and reporting. Responsibilities: • Analyze sales and marketing data to identify performance trends and provide actionable insights. • Build and maintain financial models to support strategic planning and decision-making processes. • Create and deliver reports on critical metrics such as customer acquisition costs and sales pipeline efficiency. • Collaborate with sales and marketing teams to assess campaign effectiveness and recommend optimal budget allocations. • Track expenses and variances, ensuring alignment with financial goals while identifying opportunities for cost savings. • Assist in the development of annual budgets and quarterly forecasts for sales and marketing departments. • Conduct pricing and margin analyses to support decision-making, including customer profitability and segmentation. • Manage and evaluate royalty rates, profitability of licensed products, and costing data to enhance financial outcomes. • Present financial findings and recommendations to senior leadership in a clear and actionable format. • Perform ad hoc financial analyses to support business strategies, pricing decisions, and organizational assessments.
2026-04-10T00:00:00Z

Investment Manager

Minneapolis, MN
onsite
Temporary / Contract
59.375 - 68.75 USD / Hourly
This role offers the chance to work in a dynamic environment focused on hedge fund and private equity transactions in the energy transition sector. The Senior Associate will collaborate with the commercial team, managing the full lifecycle of energy transition investments. Responsibilities cover operational management, transaction oversight, deal structuring, and coordination with internal and external stakeholders.Key Responsibilities:<ul><li>Oversee day-to-day operations for energy transition transactions</li><li>Evaluate complex situations and propose solutions</li><li>Interpret and manage legal documents related to transactions</li><li>Update financial models and perform cash flow valuations</li><li>Manage and monitor financing agreements, construction draws, fundings, and distributions</li><li>Set up and administer new and ongoing deal structures</li><li>Complete due diligence and audit requests</li><li>Track and report on transaction status</li><li>Respond to inquiries from internal and external parties</li><li>Partner with commercial teams and external project stakeholders</li><li>Review collateral and project milestones</li><li>Identify and communicate potential transaction issues</li></ul>Qualifications: Required:<ul><li>Bachelor’s degree in accounting, business, finance, or related field</li><li>Minimum 3 years of accounting or finance experience</li><li>Advanced Excel skills, including modeling and analysis</li><li>Understanding of lending instruments, legal documents, and structures</li><li>Strong work ethic and attention to accuracy</li><li>Ability to manage multiple assignments independently</li><li>Excellent verbal and written communication</li><li>Analytical and problem-solving skills</li><li>Collaborative mindset and ability to partner with commercial teams</li><li>Willingness to travel</li></ul>Preferred:<ul><li>Certified Public Accountant</li><li>Experience with renewable energy investments or asset management</li><li>Background in alternative investment fund management or financial services</li><li>Public accounting experience</li><li>Strong initiative and communication skills across multiple groups</li><li>Experience with audits and due diligence</li></ul>
2026-04-15T00:00:00Z

Financial Analyst/Manager

Saint Paul, MN
onsite
Permanent / Full Time
100000 - 120000 USD / Yearly
We are looking for a highly skilled Financial Analyst/Manager to lead workforce analytics and financial planning efforts. This role is pivotal in driving informed decision-making through strategic labor forecasting, process optimization, and data-driven insights. The ideal candidate will have a passion for enhancing operational efficiency and aligning financial strategies with broader organizational goals. Responsibilities: • Develop and maintain detailed financial models to support labor planning, forecasting, and workforce optimization. • Collaborate with cross-functional teams to identify opportunities for operational improvements and implement data-driven strategies. • Lead initiatives to automate financial reporting processes, ensuring accuracy and scalability. • Analyze workforce management metrics to provide actionable insights for enhancing efficiency and resource allocation. • Drive continuous improvement in financial processes, focusing on standardization and scalability. • Partner with leadership to align workforce strategies with organizational objectives and financial performance. • Design and deliver Power BI dashboards to improve visibility into key performance metrics. • Provide expertise in change management to support the adoption of new processes and tools. • Mentor and guide less experienced team members, fostering growth and knowledge sharing. • Identify and implement business process improvements that enhance overall financial operations.
2026-04-15T00:00:00Z

Financial Analyst/Manager

Minneapolis, MN
onsite
Permanent / Full Time
123200 - 164100 USD / Yearly
Our client is looking for a Finance Manager ready to take the next step and lead all the budgeting/forecasting for a multi-billion dollar company. Bachelor's in Accounting or Finance and 8+ years experience required along with supervisory experience. If you are interested, please reach out confidentially on LinkedIn @Jennifer Exsted.
2026-03-27T00:00:00Z

Financial Analyst/Manager

Eagan, MN
onsite
Permanent / Full Time
96500 - 150000 USD / Yearly
Our client is looking for a Finance Manager with strong analytics, budgeting/forecasting and supervisory experience. Experience with SaaS a strong plus. Bachelors in Accounting or Finance and 5+ years experience required. If you are interested, please reach out confidentially on LinkedIn @JenniferExsted.
2026-04-03T00:00:00Z

Info Security Analyst

Minneapolis, MN
remote
Temporary / Contract
40 - 50 USD / Hourly
We are looking for an experienced Information Security Analyst to join our team. In this contract position, you will play a pivotal role in ensuring the organization's security policies and controls align with industry regulations and best practices. This role is ideal for someone who thrives in a financial services environment and has a solid background in information security governance, risk management, and regulatory compliance. Responsibilities:• Develop and implement security policies and controls to protect organizational data and assets.• Ensure compliance with financial regulations and industry standards by leveraging the ServiceNow Integrated Risk Management platform.• Conduct regular audits to assess and strengthen the organization's security posture.• Support internal security awareness initiatives and training programs to enhance employee understanding of security protocols.• Collaborate with cross-functional teams to align security measures with business objectives.• Respond to audit requests and provide detailed documentation for regulatory reviews.• Monitor and evaluate risk management practices to address vulnerabilities proactively.• Maintain governance frameworks to ensure consistent application of security standards.• Analyze security metrics and reports to identify potential areas for improvement.• Provide hands-on expertise in the ServiceNow platform to optimize risk management processes.
2026-03-28T00:00:00Z

Sr. Financial Analyst

Minneapolis, MN
onsite
Permanent / Full Time
95000 - 105000 USD / Yearly
We are looking for a highly skilled and detail-oriented Senior Financial Analyst to join our team in Minneapolis, Minnesota. In this role, you will play a pivotal part in preparing detailed financial analyses, supporting reporting initiatives, and delivering actionable insights to guide decision-making. This position offers the opportunity to collaborate across various departments and contribute to the firm’s overall financial operations. Responsibilities: • Develop comprehensive financial reports and analyses using accounting systems, report-writing tools, and Microsoft Excel. • Assist with preparing monthly, quarterly, and annual management reports, financial statement reviews, and ad-hoc analyses. • Collaborate with internal teams to complete high-priority external surveys and deliver accurate data. • Partner with the FP&A leadership team to understand priorities and provide guidance to entry level analysts. • Lead and manage ad hoc projects from inception to completion, ensuring timely and successful delivery. • Gain a deep understanding of the firm’s financial systems and operations to act as a subject matter expert. • Leverage tools such as Excel, Power Query, and Tableau to generate accurate and actionable financial insights. • Perform additional tasks as assigned to support the team’s objectives.
2026-04-14T00:00:00Z

Sr. Financial Analyst

Eagan, MN
remote
Temporary / Contract
47.5 - 55 USD / Hourly
We are looking for an experienced Sr. Financial Analyst to join our team on a long-term contract basis. This role offers an exciting opportunity to work in a dynamic environment, supporting critical financial processes and collaborating with cross-functional teams. If you have a strong background in financial systems, data analysis, and business problem-solving, we encourage you to apply. Responsibilities:• Lead revenue and expense forecasting efforts to ensure accurate and actionable financial insights.• Conduct detailed ad hoc analyses and provide swift responses to business inquiries.• Investigate and resolve revenue flow discrepancies, ensuring contracts and revenue are accurately reflected.• Trace deal-to-billing-to-revenue activities across platforms like ConnectWise and NetSuite.• Extract, merge, and analyze complex datasets to uncover trends and support decision-making.• Support margin analysis and deliver comprehensive reporting to stakeholders.• Develop and implement processes to proactively address recurring issues.• Collaborate closely with sales, sales operations, accounting, and IT teams to align on financial objectives.• Enhance reporting systems and infrastructure to streamline finance operations.
2026-04-15T00:00:00Z

Sr. Financial Analyst

Saint Paul, MN
onsite
Permanent / Full Time
80000 - 110000 USD / Yearly
Robert Half is partnering with an east metro organization in search of an Sr. FP&A Analyst.Our client is an established professional services organization that supports complex, project-based work across multiple business units. With decades of operational experience, the company focuses on delivering high-quality solutions while maintaining strong standards around safety, innovation, and operational excellence. The organization offers a collaborative environment where employees work closely with project teams and leadership to drive financial visibility, operational efficiency, and strategic decision-making. Our client offers a competitive base salary, full benefits, as well as a 401k w/ match. Position OverviewThe Sr. FP&A Analyst will manage the financial lifecycle of projects—from setup and budgeting through reporting and closeout. This role partners closely with project managers, operations teams, and finance leadership to ensure financial accuracy, provide insights for decision-making, and improve reporting processes.Candidates coming from engineering, construction, manufacturing, or other project-based professional services environments are especially well suited for this role. Key ResponsibilitiesFinancial Planning & Analysis<ul><li>Manage the financial lifecycle of projects within the company’s ERP system, including project setup, budgeting, tracking, and closeout.</li><li>Align project financial structures with contract terms, revenue recognition requirements, and project budgets.</li><li>Develop and maintain project budgets, forecasts, and financial models.</li><li>Track project costs, commitments, and expenditures against approved budgets.</li><li>Perform variance analysis and identify financial risks or opportunities.</li><li>Support long-term planning and project expenditure forecasting.</li><li>Conduct Work in Progress (WIP) analysis and reporting.</li></ul>Project Reporting<ul><li>Prepare financial reports for project stakeholders, including cost reports, progress billing, and KPI dashboards.</li><li>Ensure accurate accruals and cost allocations according to company policies.</li><li>Partner with project managers to interpret financial results and support project decisions.</li><li>Serve as a financial liaison between project teams, operations, and finance leadership.</li><li>Provide financial guidance and support to project managers and operational teams.</li><li>Participate in project review meetings, providing insight into budgets, forecasts, and financial risk.</li></ul>Risk Management & Analysis<ul><li>Identify potential financial risks in project execution and recommend mitigation strategies.</li><li>Monitor the financial impact of changes in project scope, schedule, or resources.</li><li>Support scenario modeling and cost-benefit analysis for strategic planning.</li></ul>Systems & Process Improvement<ul><li>Maintain project financial data within ERP and project management systems.</li><li>Develop and enhance dashboards, reporting templates, and automated reporting tools.</li><li>Identify system or process improvements that improve reporting accuracy and operational efficiency.</li><li>Generate ad hoc financial and operational reports as needed.</li></ul>
2026-04-17T00:00:00Z

Business Analyst

Bayport, MN
onsite
Temporary to Hire
50 - 60 USD / Hourly
We are looking for a dedicated Business Analyst to join our team in Bayport, Minnesota. This contract position with potential for permanent employment offers an excellent opportunity to work within the manufacturing industry, leveraging your expertise to drive impactful business solutions. The ideal candidate will thrive in an Agile environment and bring a strong understanding of Salesforce to the role. Responsibilities: • Collaborate with business partners to understand their needs and translate them into actionable solutions. • Gather, analyze, and document business requirements, ensuring clarity for the development team. • Work closely with cross-functional teams to identify opportunities for improvement and implement innovative solutions. • Facilitate Agile processes, including sprint planning and backlog refinement, to support efficient project execution. • Utilize Salesforce expertise to optimize workflows and enhance system functionality. • Communicate effectively with stakeholders at all levels to ensure alignment and transparency. • Solve complex problems creatively, delivering solutions that meet both business and technical requirements. • Adapt to changing priorities and iterate on features to meet evolving business needs. • Provide detailed analysis and recommendations to support decision-making processes. • Ensure deliverables meet quality standards and align with organizational objectives.
2026-04-22T00:00:00Z

Lending Operations Specialist 2

Edina, MN
onsite
Temporary / Contract
26 - 35 USD / Hourly
Our client is seeking a dedicated Lending Operations Specialist to join their team, focusing on the administration and processing of commercial, consumer, and SMB loans. This position emphasizes post-approval loan activities including booking, participations, and payoff processing, using key banking software tools. Working within a tight-knit team, you will play a critical role in maintaining operational continuity. <ul><li>Oversee and execute administrative tasks associated with loan documentation and booking for commercial, consumer, and SMB loans</li><li>Ensure loan participations are properly documented, coded, and processed according to internal policies.</li><li>Accurately input new loan data into core banking systems such as Fiserv, LaserPro</li><li>Manage processing and payoffs for approved loans, coordinating with team members and providing secondary support when leadership is unavailable.</li><li>Maintain high standards of accuracy, compliance, and timeliness in documentation and workflow.</li><li>Collaborate effectively within a small team to ensure seamless operations, providing guidance or support as needed during interim periods.</li><li>Assist in onboarding and updating loan accounts post-approval; no responsibilities related to loan origination or underwriting.</li><li>Identify and escalate operational risks or discrepancies and support process improvement initiatives within the lending operations function.</li></ul>
2026-04-14T00:00:00Z

Rebate Analyst

Eden Prairie, MN
remote
Temporary / Contract
21 - 22 USD / Hourly
We are looking for a Rebate Analyst to join our team on a contract basis. This role focuses on rebate disbursement and payment operations, ensuring accuracy and timeliness for an assigned client portfolio. As part of a collaborative environment, you’ll engage with cross-functional teams to resolve issues, analyze variances, and drive process improvements. This is a long-term contract position offering stability and growth within the health insurance industry. Responsibilities:• Manage end-to-end rebate disbursement processes for assigned client portfolios, ensuring compliance with contract terms.• Interpret and apply client contracts to payment disbursement operations.• Execute rebate payments through designated systems, meeting accuracy and timeliness standards.• Conduct root cause analysis and identify process inefficiencies to recommend and implement improvements.• Collaborate with Quality Control, Analytics, Billing, Legal, and Client Management teams to resolve issues and ensure smooth operations.• Respond to internal and external inquiries by conducting independent research and providing clear communication.• Perform variance analysis to identify discrepancies and address them effectively.• Support ad hoc initiatives and financial reporting tasks as needed.• Act as a subject matter expert on rebate terms and disbursement processes.• Utilize advanced Excel skills and SQL to analyze data and optimize operation
2026-04-20T00:00:00Z

Accounts Payable Analyst

Bayport, MN
onsite
Permanent / Full Time
85000 - 105000 USD / Yearly
We are looking for a skilled IT Accountant/Manager/Director to join our team in Bayport, Minnesota. In this role, you will oversee the management and optimization of financial applications, ensuring seamless integration and functionality. This position requires a blend of technical expertise and strong leadership skills to drive process improvements and maintain robust internal controls. Responsibilities: • Oversee master data management and ensure accurate configuration of financial applications. • Design and implement new application processes and enhance existing systems to meet organizational needs. • Monitor and analyze financial transactions, controls, and exception processes to ensure compliance and efficiency. • Prepare and manage data for mass uploads during new implementations or ongoing updates. • Plan and coordinate application release processes, including resource allocation and project timelines. • Interpret release notes, collaborate with cross-functional teams, and document testing approaches and use cases. • Provide updates to governance committees and secure necessary approvals for system implementations. • Lead the review and resolution of discrepancies in purchase orders, invoices, and data integration failures. • Develop and enforce policies that strengthen internal controls and align with organizational goals. • Support project planning and execution for application integrations and enhancements.
2026-04-09T00:00:00Z

Senior Business Analyst

Inver Grove Heights, MN
onsite
Temporary / Contract
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.
2026-04-24T00:00:00Z

Finance Manager

Hopkins, MN
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
We are looking for a dynamic Finance Manager. This role involves leading financial strategy and performance initiatives, ensuring accurate reporting, and delivering actionable insights to drive organizational success. The ideal candidate will have a strong analytical mindset and the ability to collaborate across departments to achieve business goals. This opportunity comes with medical, dental/vision, 401k, PTO, and much more. If interested or you would like to have a private conversation about this opportunity, please reach out on LinkedIn @ Jordan Docken
2026-04-02T00:00:00Z