Remote Investment Analyst - AI Trainer ($50-$60/hour)
Remote job
We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model.
In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning.
Benefits:
● This is a full-time or part-time REMOTE position
● You'll be able to choose which projects you want to work on
● You can work on your own schedule
● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work
Responsibilities:
● Give AI chatbots diverse and complex problems and evaluate their outputs
● Evaluate the quality produced by AI models for correctness and performance
Qualifications:
● Fluency in English (native or bilingual level)
● Detail-oriented
● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
● A current, in progress, or completed Masters and/or PhD is is preferred but not required
Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.
W2 only :: Data & Financial Analyst || Richardson, TX (Hybrid Onsite)
Remote job
Role :: Data & Financial Analyst
Duration :: Long Term Contract
Mandatory Requirements:
• Detailed resume
• Domain Experience: Telecom
• Industry Experience: Finance domain
• Strong leadership skills
• 5-8 years of experience
• Proactive and dynamic, able to understand required reports, run them, and present findings to the Verizon leadership team
Role Overview:
This position is a combination of Data Analyst and Financial Analyst. Strong skills in Excel, Tableau, and Smartsheet are key, with solid experience in both financial and operational reporting.
Responsibilities:
• Develop and maintain data infrastructure
• Gather data from multiple sources, maintain datasets, and ensure data integrity (Proficiency in nSAP/1ERP is advantageous)
• Perform data analysis and management reporting
• Identify, analyze, and interpret trends using advanced Excel/Tableau/Smartsheet features
• Conduct financial and operational performance analysis
• Produce reports for performance tracking, budgeting, planning, and forecasting
• Create impactful data visualizations using Excel, Tableau, and/or Smartsheet
• Collaborate with stakeholders and present findings clearly
• Support process improvements and streamline reporting workflows
Please confirm once you start sourcing and share profiles at the earliest.
Client Advisor, San Diego (Part-Time)
Remote job
This iconic Australian brand has stayed true to its original vision: sophisticated femininity, a passion for detail and a love of colour and print. Sisters Nicky and Simone ZIMMERMANN founded their namesake brand in Sydney in 1991.
Early in its evolution, ZIMMERMANN took the bold step of fusing fashion with swimwear and presented it to the world. It immediately found its following with the fashion elite, creating a new point of reference in flattering, feminine and stylish swimwear. While the swimsuit thrust ZIMMERMANN on to the international stage, it has been its optimistic, feminine and consistently desirable collections across its ready-to-wear and resort that have propelled it to greater global appeal.
While based at home in Sydney, ZIMMERMANN present their ready-to-wear collections each season at Paris Fashion Week. Working with the highly acclaimed designer and long-time collaborator, Don McQualter, ZIMMERMANN maintains a number of stand-alone stores across Australia, UK & Europe, China, The US, and the Middle East.
Position Purpose
As a Part-Time Client Advisor (2 days) with Zimmermann, you will be a passionate brand ambassador, creating lasting memories for our clients. You will demonstrate exceptional client service, brand and product knowledge and relationship building skills to achieve the expectations of Zimmermann's global vision. Working within a dynamic and collaborative team culture, you will align yourself with Zimmermann's core values of integrity, creativity and passion.
Role Responsibilities
· Achieving sales targets and store KPI's whilst upholding Zimmermann's brand standards including store and visual presentation, stock and inventory
· To ensure that an exemplary standard of client service is provided to Zimmermann's clientele in line with the brand's global vision.
· Acquire and grow the Zimmermann client database through engaging and maintaining professional client relationships.
· Ensure that a consistently high standard of visual presentation is achieved and reflective of the brand directives.
· Have a thorough understanding of company policy and procedure relating to store operations, stock and loss prevention.
· Engaging in team training and development initiatives including product and brand knowledge, sustainability, diversity and Work Health Safety.
About You
· Capability and drive to reach KPIs and Sales Targets
· Demonstrates professionalism, optimism and team orientated approach.
· Exceptional communication and interpersonal skills
· Previous sales experience in luxury designer fashion
· A passionate brand ambassador who embodies the Zimmermann values
· Ability to cultivate Zimmermann's brand loyalty though positive client interactions.
· Detailed orientated
· Excellent organisational skills and problem-solving ability
· A passion for exceeding customer expectations
· Ability to build ongoing rapport with clientele
· Ability to work independently and as part of a team
Why join our team?
· Bespoke career development plans and access to strong mentors and industry leaders.
· Opportunity to grow within an Australian luxury fashion brand with opportunities to work globally.
· Competitive package, seasonal uniforming and team member discount
· Be part of a responsible fashion house with a focus in leading in sustainability
Compensation
Zimmermann utilizes the advertised salary and hourly range as a benchmark to offer candidates competitive compensation in the market. This approach also allows for flexibility to account for differing levels of experience and to reward both performance and tenure.
Although the published salary range is a genuine estimate of the intended hourly pay for the role, Zimmermann maintains the discretion to offer compensation outside the specified range of $18 to $20.
In addition to hourly pay, Client Advisors are also eligible for commission on all sales.
At Zimmermann, we believe in rewarding excellence. Our Client Advisor commission structure is designed to motivate and recognize your contributions to both personal and store sales performance. You'll earn a competitive commission on all personal sales for the month, providing you with the opportunity to significantly enhance your earnings based on your success.
Diversity Statement
Zimmermann is an equal opportunity employer and considers all applicants for employment on the basis of their individual capabilities and qualifications ensuring a strong corporate commitment to diversity and inclusion. If you have any support or access requirements, we encourage you to advise us at time of application to assist you through the recruitment process
Infor Finance ERP Analyst - 245267
Remote job
Infor Finance ERP Analyst
100% Remote
Unable to provide sponsorship now or in the future
Our client is a leading healthcare organization looking to bring on an Infor Finance ERP Analyst onto their team. This individual will work alongside the ERP team to manage & configure the Finance module of their Infor ERP system.
Responsibilities:
Perform daily configuration, monitoring, maintenance, and troubleshooting for the Infor Finance module.
Deliver technical support to end users by resolving system-related issues and ensuring a positive user experience.
Configure ERP modules to meet business needs and align with established workflows.
Collaborate with IT teams and external vendors to customize ERP features and integrate third-party applications.
Partner with departments such as Finance, HR, and Inventory to analyze processes and identify opportunities to improve efficiency through ERP solutions.
Propose and implement enhancements to optimize system performance and streamline business operations.
Conduct user training sessions and develop comprehensive manuals and guides for ERP usage.
Maintain detailed documentation of system updates, configurations, and procedures for future reference.
Coordinate, test, and validate ERP upgrades to minimize operational disruption; assist in evaluating and selecting new ERP tools or solutions when needed.
Requirements:
Associate's Degree required, Bachelor's Degree preferred.
3+ years of experience configuring the Infor Finance module.
Experience in troubleshooting and solving technical issues related to ERP systems.
Strong communication skills.
Corporate FP&A Financial Analyst - (B2)
Remote job
**Who We Are** Applied Materials is a global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. We design, build and service cutting-edge equipment that helps our customers manufacture display and semiconductor chips - the brains of devices we use every day. As the foundation of the global electronics industry, Applied enables the exciting technologies that literally connect our world - like AI and IoT. If you want to push the boundaries of materials science and engineering to create next generation technology, join us to deliver material innovation that changes the world.
**What We Offer**
Salary:
$8,300.00 - $114,000.00
Location:
Santa Clara,CA
You'll benefit from a supportive work culture that encourages you to learn, develop, and grow your career as you take on challenges and drive innovative solutions for our customers. We empower our team to push the boundaries of what is possible-while learning every day in a supportive leading global company. Visit our Careers website to learn more.
At Applied Materials, we care about the health and wellbeing of our employees. We're committed to providing programs and support that encourage personal and professional growth and care for you at work, at home, or wherever you may go. Learn more about our benefits (********************************** .
**Key Responsibilities**
Support for consolidation and reporting related to financial close, QBR, AOP/Commit, SR, Earnings release
Performs required activities and analysis to complete close, flash or commit with oversight on recurring tasks
Support management in completing ad hoc reports and providing basic explanations on standard analysis
Supports the development of top-level models for use in varies cycles or business activity in support of strategic discussions
Supports reporting requirements for internal / external use
**Functional Knowledge**
+ Demonstrates expanded conceptual knowledge in own discipline and broadens capabilities
+ Basic understanding of capex and depreciation
+ Familiarity with financial statements
+ Detail-oriented
**Business Expertise**
+ Understands key business drivers; uses this understanding to accomplish own work
**Problem Solving**
+ Solves problems in straightforward situations; analyzes possible solutions using technical experience and judgment and precedents
**Impact**
+ Impacts quality of own work and the work of others on the team; works within guidelines and policies
**Interpersonal Skills**
+ Explains complex information to others in straightforward situations
**Education:** Bachelor's Degree
**Experience:** 2 - 4 Years
**Additional Information**
**Time Type:**
Full time
**Employee Type:**
Assignee / Regular
**Travel:**
No
**Relocation Eligible:**
No
The salary offered to a selected candidate will be based on multiple factors including location, hire grade, job-related knowledge, skills, experience, and with consideration of internal equity of our current team members. In addition to a comprehensive benefits package, candidates may be eligible for other forms of compensation such as participation in a bonus and a stock award program, as applicable.
For all sales roles, the posted salary range is the Target Total Cash (TTC) range for the role, which is the sum of base salary and target bonus amount at 100% goal achievement.
Applied Materials is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, national origin, citizenship, ancestry, religion, creed, sex, sexual orientation, gender identity, age, disability, veteran or military status, or any other basis prohibited by law.
In addition, Applied endeavors to make our careers site (**************************************************** accessible to all users. If you would like to contact us regarding accessibility of our website or need assistance completing the application process, please contact us via e-mail at Accommodations_****************, or by calling our HR Direct Help Line at ************, option 1, and following the prompts to speak to an HR Advisor. This contact is for accommodation requests only and cannot be used to inquire about the status of applications.
Conversion Analyst - Digital Banking
Remote job
UFS empowers community banks and our people to thrive - together. We are a growing company of passionate, talented and driven individuals who care deeply for one another and our customers. As part of a diverse and skilled Customer Support and Conversion team, you will be tasked with leading Digital Banking conversions for our UFS community of banks. Additionally, you will answer conversion related questions via phone and e-mail about the Digital Banking applications and functions, issue resolution and provide training as necessary. This position works under the leadership of the Senior Director of Customer Support and in collaboration with other teammates across the company.
Knowledge and Skills
A qualified individual will possess the following:
Ability to learn and understand Fiserv Premier and Fiserv ancillary software, specifically Digital Banking applications
Ability to learn and understand technical aspects of application installation and support
Ability to work in a team-oriented, collaborative environment
Excellent verbal and written communication skills
Ability to work without direct supervision
Ability to work effectively with deadline demands
Strong analytical, creative problem-solving and troubleshooting abilities
Enjoy working with computers and a variety of computer software applications
Ability to manage and prioritize multiple tasks and projects with accuracy and attention to detail
Value being empowered to take ownership and accountability for assigned responsibilities
Desire to continually improve and contribute to our Purpose of Empowering Community Banks and our People to Thrive - Together
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Essential Duties and Responsibilities
We thrive in a dynamic and changing environment, which means our roles have a combination of routine, project-based and strategic activities. Following is a list of some of the initial responsibilities for this role. This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities.
Participates in bank conversion / merger / acquisition teams, delivering successful projects that produce high customer satisfaction scores
Provides support to UFS customers for questions, issues, incidents, problems related to Digital Banking Products and Applications
Conducts customer training on Digital Banking Applications as needed
Answer, evaluate and prioritize service requests received via phone, voicemail, email, etc. specifically related to Digital Banking products and services
Accurately assess our customer's requests using targeted and detailed questions to fully comprehend the need, leading to a satisfactory resolution
Log and track all requests using the UFS customer management tracking system, including documenting all actions taken to resolve requests
Document resolutions in a central location for knowledge sharing internally and with customers
Manage service request queue to ensure that customer communication is timely and meets established SLA's
Analyze and evaluate service requests to identify trends and make recommendations
Works with third party vendors on behalf of UFS and our customers
May assist with implementation of new software releases as needed
Assists with major projects and strategic initiatives as assigned
Participate in training programs to continuously improve product knowledge and service skills
Other duties as assigned
Education and/or Experience
Bachelor's degree required or High School Diploma or general education degree (GED) with work experience equivalent
Five (5) years prior experience in bank/financial industry desired
Five (5) years prior experience in direct client support desired
Prior experience with Fiserv Premier Deposit software desired
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or touch objects, tools, or controls. The employee frequently is required to talk or hear. The employee is occasionally required to stand; walk; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds, usually waist high, up to 50 feet away. Specific vision abilities required by this job include close vision and the ability to adjust focus.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Typical office environment
Ability to work remotely with occasional travel to Grafton, WI headquarters
Travel required - 25% to 40% dependent upon current conversion projects
Who is UFS?
UFS is the community bank technology outfitter that inspires confidence for community banks, by providing purpose-built solutions that make technology work for them, instead of the other way around.
Founded in 1991, our purpose is to Empower Community Banks and Our People to Thrive - Together. We live that Purpose by always putting people first in our decisions and actions.
Our engaged culture is strongly influenced by the passion our team members bring while serving Community Banks and their communities. We believe in encouraging confidence in each other and delivering solutions that make our customers confident with us. To that end we seek out problem solvers, creative thinkers and engaged individuals that thrive in a fast-paced yet supportive environment.
We believe engaged employees lead to loyal customers, which in turn drives results for our business. We are caring, intense, and approachable, and have a lot of fun along the way.
Benefits
Health, Dental & Vision Insurance; eligible Day 1 of Employment
401k Match of 100% up to 6% of your Salary
Paid Holidays
Vacation & Sick Time
Volunteer Time Off
Opportunities for Advancement
Gym Membership Reimbursement Program
Wellness Program to lower your Monthly Premium
Child Fundraiser Donation Program
Matching Gifts Program
Employer Paid Premium for Life Insurance
Short/Long-Term Disability Coverage
Flexible Spending Healthcare Accounts
Employee Referral Benefits
Fun Employee Events - Lunch & Learns, Celebrations, Summer Events
Robust Leadership Development Program
Employee Assistance Program
Auto-ApplySenior Investment Analyst - Alternative Investments
Remote job
This opportunity is with ERAC, Employers Reassurance Corporation a corporate holding of GE Aerospace. We are a reinsurance company supporting the long-term care insurance. The Senior Investment Analyst will join a collaborative investment team responsible for managing over $45 billion of insurance company balance sheets, with a focus on the company's portfolio of alternative investments with ERAC. This role offers the opportunity to gain broad exposure across a variety of asset classes, structures, and investment strategies. The Senior Analyst will play a critical role in supporting the evaluation, execution, and monitoring of alternative investments, contributing to the team's overall success.
**Job Description**
**Roles and Responsibilities**
+ Conduct due diligence, financial analysis, and modeling for new alternative investments in funds and co-investments, with a strong focus on private credit strategies.
+ Assist in preparing investment recommendations and presentations for internal committees.
+ Monitor existing investments, including reviewing reports, updating valuations, and tracking performance metrics.
+ Support manager relationships across multiple asset classes and participate in meetings, advisory boards, and diligence sessions.
+ Contribute to portfolio construction analysis, commitment pacing, and performance evaluation.
+ Assist with cash flow forecasting and reporting for the alternatives portfolio.
+ Research industry trends and help identify top managers and emerging strategies across the alternatives landscape.
**Required Qualifications**
+ Bachelor's degree in finance, Economics, Accounting or related field.
+ 4-6 years of experience in investment analysis, ideally focused on private credit.
+ Strong analytical and quantitative skills, including proficiency in Excel and financial modeling.
+ Excellent written and verbal communication skills.
+ Ability to manage multiple priorities and work collaboratively in a team environment.
**Desired Characteristics**
+ CFA or CAIA progress preferred.
+ Prior experience within an insurance company environment is highly desirable.
+ High integrity and professional ethics.
+ Strong organizational and presentation skills.
+ Ability to work independently and build effective relationships with internal and external stakeholders.
The base pay range for this position is $ 105,000.00 - 139,400.00 - 174,700.00 USD. The specific pay offered may be influenced by a variety of factors, including the candidate's experience, education, and skill set. This position is also eligible for an annual discretionary bonus based on a percentage of your base salary/ commission based on the plan. This posting is expected to close on December 30, 2025 Healthcare benefits include medical, dental, vision, and prescription drug coverage; access to a Health Coach, a 24/7 nurse-based resource; and access to the Employee Assistance Program, providing 24/7 confidential assessment, counseling and referral services. Retirement benefits include the GE Retirement Savings Plan, a tax-advantaged 401(k) savings opportunity with company matching contributions and company retirement contributions, as well as access to Fidelity resources and planning consultants. Other benefits include tuition assistance, adoption assistance, paid parental leave, disability insurance, life insurance, and paid time-off for vacation or illness.
General Electric Company, Ropcor, Inc., their successors, and in some cases their affiliates, each sponsor certain employee benefit plans or programs ( _i.e_ ., is a "Sponsor"). Each Sponsor reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion. No individual has a vested right to any benefit under a Sponsor's welfare benefit plan or program. This document does not create a contract of employment with any individual.
**Additional Information**
GE Aerospace offers a great work environment, professional development, challenging careers, and competitive compensation. GE Aerospace is an Equal Opportunity Employer (****************************************************************************************** . Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE Aerospace will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable).
**Relocation Assistance Provided:** No
\#LI-Remote - This is a remote position
GE Aerospace is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
FP&A, Corporate and Strategic Finance
Remote job
The Finance team at Asana tracks and seeks to understand the factors driving our growth and success. We help our entire organization achieve our operational and financial goals while embodying our company values. We ensure our objectives are feasible and work closely with all teams to ensure they have the resources they need to achieve our ambitious mission enabling all teams to work together effortlessly.
We are looking for an outstanding corporate finance manager to join our FP&A team in our mission to help humanity thrive by enabling the world's teams to work together effortlessly. In this role, you will have the opportunity to strategically assess our growth drivers and partner with our Go-To-Market teams to drive impact.
As a finance professional who has experience at PLG and SLG-led companies, you will solve hard problems independently, have deep experience in financial analysis, and have strong executive presence to communicate with senior leadership. The ideal candidate will be curious, detail-oriented, and collaborative, with excellent analytical and communication skills.
This role is based in our San Francisco office with an office-centric hybrid schedule. The standard in-office days are Monday, Tuesday, and Thursday. Most Asanas have the option to work from home on Wednesdays. Working from home on Fridays depends on the type of work you do and the teams with which you partner. If you're interviewing for this role, your recruiter will share more about the in-office requirements.
What you'll achieve
Analytically solve problems with the ability to gather and summarize large amounts of data to lead efficient executive decision-making; Lead the end-to-end recommendation process
Nurture deep, trusted partnerships with Sales, Marketing, Product, Engineering, Accounting, IT, Business Operations, and their respective technical teams
Support strategic short and long-term business decisions through ROI-focused financial modeling and analysis across different segments of the business
Build, maintain, and own our revenue forecast model, helping connect the dots between net bookings forecast to our RPO, billings, deferred revenue, and GAAP revenue forecasts
Propose and implement solutions to drive key financial metrics in partnership with the GTM organization
Guide process improvement, standardization, simplification, install proper controls, and reporting enhancements
About you
7+ years of applicable experience in FP&A, corporate, or strategic finance at PLG and SLG-led tech companies
Bachelor's degree in finance, accounting, economics or a related quantitative field
Strong understanding of corporate finance concepts and accounting principles
Advanced knowledge of MS Excel/Google Sheets
Prior experience with financial and data analytics tools including Anaplan and Databricks
Ability to cultivate effective relationships and work cross-functionally with strong planning, process management, communication, and organizational skills
Excellent business judgment and intellectual curiosity; proven ability to turn data into actionable insights and recommendations
Track record of presenting complex financial analyses clearly and concisely to senior management
Calm in the face of uncertainty and comfortable working in a dynamic environment, you bring a proactive ownership and action-oriented approach
At Asana, we're committed to building teams that include a variety of backgrounds, perspectives, and skills, as this is critical to helping us achieve our mission. If you're interested in this role and don't meet every listed requirement, we still encourage you to apply.
What we'll offer
Our comprehensive compensation package plays a big part in how we recognize you for the impact you have on our path to achieving our mission. We believe that compensation should be reflective of the value you create relative to the market value of your role. To ensure pay is fair and not impacted by biases, we're committed to looking at market value which is why we check ourselves and conduct a yearly pay equity audit.
For this role, the estimated base salary range is between $164,000- $186,000. The actual base salary will vary based on various factors, including market and individual qualifications objectively assessed during the interview process. The listed range above is a guideline, and the base salary range for this role may be modified.
In addition to base salary, your compensation package may include additional components such as equity, sales incentive pay (for most sales roles), and benefits. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role.
We strive to provide equitable and competitive benefits packages that support our employees worldwide and include:
Mental health, wellness & fitness benefits
Career coaching & support
Inclusive family building benefits
Long-term savings or retirement plans
In-office culinary options to cater to your dietary preferences
These are just some of the benefits we offer, and benefits may vary based on role, country, and local regulations. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role.
#LI-Hybrid
About us
Asana is a leading platform for human + AI collaboration. Millions of teams around the world rely on Asana to achieve their most important goals, faster. Asana has been named to Fortune's Best Workplaces for 7+ years and recognized by Fast Company, Forbes, and Gartner for excellence in workplace culture and innovation. We offer an exceptional office-centric culture while adopting the best elements of hybrid models to ensure that every one of our global team members can work together effortlessly. With 13+ offices all over the world, we are always looking for individuals who care about building technology that drives positive change in the world and a culture where everyone feels that they belong.
Join Asana's Talent Network to stay up to date on job opportunities and life at Asana.
Auto-ApplySenior Investor Relations Analyst
Remote job
Lambda, The Superintelligence Cloud, is a leader in AI cloud infrastructure serving tens of thousands of customers. Our customers range from AI researchers to enterprises and hyperscalers. Lambda's mission is to make compute as ubiquitous as electricity and give everyone the power of superintelligence. One person, one GPU.
If you'd like to build the world's best AI cloud, join us.
*Note: This position requires presence in our San Francisco location 4 days per week; Lambda's designated work from home day is currently Tuesday.
What You'll Do:
Support the quarterly earnings process, including logistics, financial analyses, and preparation of earnings materials
Collaborate with Finance and cross-functional teams to analyze financial performance and key business developments for use in investor communications
Perform financial, strategic, and competitive analyses, including peer benchmarking and ad hoc projects that support strategic and financial initiatives
Review and analyze equity research, consensus estimates, and investor/analyst sentiment to assess valuation drivers and market perception
Assist with the creation and ongoing maintenance of investor relations materials, including updates to the Investor Relations website
Assist with the planning and execution of investor relations events, including non-deal roadshows and investor conferences
Monitor peers and competitors' earnings disclosures and equity research publications to inform internal messaging and market positioning
Summarize and distribute key takeaways from investor interactions, equity research, and market developments to senior management
You
Have 2-5 years of experience in equity research, investment banking, buy-side investing, or strategic finance
Demonstrate mature financial and analytical skills with the ability to interpret complex information and financial concepts
Possess strong business acumen with an understanding of technology and software business models, and a capacity to quickly learn about our industry, products, competitors, and key audiences
Proficient in Excel and Google Suite; experience with financial research tools is a plus
Bring a detail-oriented mindset coupled with the ability to think strategically and see the broader picture
Thrive in fast-paced, high-growth environments with a proactive, flexible, and collaborative mindset
Bring excellent verbal and written communication skills, with the ability to work effectively across teams and functions
Hold a BS or BA in Business, Economics, or a related field, or equivalent relevant work experience
Bring a passion for capital markets, paired with a strong interest in understanding emerging trends and developments in the technology industry
Nice to Have:
Experience with AI, SaaS, or consumption-based business models
Comfort handling ambiguity and working with minimal supervision
Experience working with pre-IPO companies
Familiarity with capital structure dynamics and the ability to evaluate debt instruments such as bonds and bank facilities
Salary Range Information
The annual salary range for this position has been set based on market data and other factors. However, a salary higher or lower than this range may be appropriate for a candidate whose qualifications differ meaningfully from those listed in the job description.
About Lambda
Founded in 2012, with 500+ employees, and growing fast
Our investors notably include TWG Global, US Innovative Technology Fund (USIT), Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, Gradient Ventures, Mercato Partners, SVB, 1517, and Crescent Cove
We have research papers accepted at top machine learning and graphics conferences, including NeurIPS, ICCV, SIGGRAPH, and TOG
Our values are publicly available: *************************
We offer generous cash & equity compensation
Health, dental, and vision coverage for you and your dependents
Wellness and commuter stipends for select roles
401k Plan with 2% company match (USA employees)
Flexible paid time off plan that we all actually use
A Final Note:
You do not need to match all of the listed expectations to apply for this position. We are committed to building a team with a variety of backgrounds, experiences, and skills.
Equal Opportunity Employer
Lambda is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.
Auto-ApplyHealth & Welfare Benefits Financial Analyst
Remote job
We invite you to review our current business services professionals openings to learn about the opportunities available across the firm.
About Us
Skadden, Arps, Slate, Meagher & Flom LLP (Skadden) has forged a reputation as one of the most prestigious law firms in the world. By relying on innovation, intellect, teamwork and tenacity, our lawyers deliver the highest quality advice and novel solutions to our clients' legal issues. We are recognized as a global powerhouse for complex transactions, litigation/controversy issues, and regulatory matters, as well as for the open, collaborative relationships we build with clients. Our attorneys, who reflect diverse backgrounds and perspectives, collaborate seamlessly across 50-plus practices and 21 offices in the world's major financial centers.
The Opportunity
We are seeking a Health & Welfare Benefits Financial Analyst to join our Firm. Within this position, you will be responsible for supporting the Firm's health & welfare benefit plans/programs by collecting and maintaining financial data and preparing and reviewing data analytics to assist in the financial management of these benefit plans and programs. This position will be based in our New York office and has a hybrid in-office/remote working schedule. Please note that the Firm will not sponsor applicants for work visas for this position.
Support the financial planning and development of benefit plans including but not limited to medical, dental, vision, life, and disability.
Participates in the financial tasks associated with the benefit programs planning including the development of rate setting, forecasting, and the impact to the P&L and balance sheet.
Updates budget spreadsheets and maintains all related financial accounting and reconciliation data including collecting data from both internal and external resources, maintaining census information, premium and claim spreadsheets and other related reports.
Analyzes monthly claims tracking reports for self-insured plans including paid claims and all fixed costs associated with the plans.
Develops self-insured medical plan trend reports utilizing databases provided by the insurance carriers.
Develops and maintains budgetary spreadsheets and maintains all related financial accounting and reconciliation data including but not limited to: collecting all relevant data from both internal and external resources, maintaining and updating all related annual/monthly carrier premium claim spreadsheets and related census data, departmental budget spreadsheets, and all other related reports.
Reviews and reconciles carrier invoices and facilitates payment of invoices.
Analyzes trends and assists in the development of recommendations of plan design and contributions by identifying savings opportunities to control costs.
Conducts auditing functions to ensure data accuracy and integrity
Support day-to-day project management by coordinating the scheduling of meetings with carriers and brokers and maintaining records and notes, tracking take-aways items from meetings and responsible to follow-up with stakeholders for associated items. Assist with the review of materials provided.
Work with brokers and consultants to support the management of third-party vendor relationships to ensure efficient and effective management and administration of all benefit plans.
Supports the annual renewal processes for all health and welfare benefit plans and programs including but not limited to: guiding the renewal timelines, analyzing proposals and negotiating pricing and applicable contract terms, and developing associated budget and financial analysis spreadsheets to be presented to senior leadership.
Assist in reviewing benchmark data to identify industry and competitor trends. Supports research of best practices using market surveys, networking, and other sources of industry information, to recommend competitive and cost effective benefit packages.
Anticipates and meets partner and employee needs in a timely and professional manner.
Performs other duties as assigned.
Qualifications
Knowledge of Firm operation, policies and procedures
Pays attention to detail and data accuracy
Works well independently, takes initiative and works well with limited supervision
Strong written communication skills including strong grammar and proofreading ability
Ability to synthesize, interpret and summarize information in a clear, concise manner
Must be highly organized with ability to work well under pressure and manage multiple high-priorities in a fast-paced environment; flexible and adaptable
Strong computer skills; high proficiency in MS Word and expert level MS Excel skill set, HR systems, Database systems
Strong skills in data mining, manipulation, and analysis
Knowledge of laws and regulations impacting employee benefits
Knowledge of payroll and accounting functions, as they relate to the interaction with benefits
Proficient in mathematical and accounting principles, general ledger, budgeting and budget variance analysis
Keeps matters confidential
Strong customer service and interpersonal skills
Is a team player; deals courteously/effectively with others
Flexibility to adjust hours to meet operating needs
Education and Experience
Bachelor's degree
Minimum of three (3) years of related experience
Self-insured health plan financials experience required.
Workday experience preferred
Culture & Life at Skadden
What makes Skadden special is our people and the culture, community and spirit of collaboration we have created. We believe in teamwork and inspiring each other to be our best in an atmosphere that promotes professionalism and excellence in all that we do. We know that inclusion and drawing on the strength of a wide spectrum of talent only make us better and is vital to the firm's success. Our goal is for everyone at the firm to enjoy a challenging career with opportunities for development and growth and to support the well-being of our attorneys and business services professionals.
Benefits
The overall well-being of our team is important to us. We offer generous benefits to help you achieve wellness in all areas of your life.
Competitive salaries and year-end discretionary bonuses.
Comprehensive health care (medical, dental, vision), savings plan/401(k) and voluntary benefits.
Generous paid time off.
Paid leave options, including parental.
In-classroom, remote, and on-demand learning and professional development opportunities.
Robust well-being classes and programs.
Opportunities to give back and make an impact in local communities.
For further details, please visit: *******************************************************
The starting base salary for this position is expected to be within the range listed under Salary Details. Actual salary will be determined based on skills, experience (to the extent relevant) and other-job related factors, consistent with applicable law.
Salary Details
$95,000 - $105,000
EEO Statement
Skadden is an Equal Opportunity Employer. It does not discriminate against applicants or employees based on any legally impermissible factor including, but not limited to, race, color, religion, creed, sex, national origin, ancestry, age, alienage or citizenship status, marital or familial status, domestic partnership status, caregiver status, sexual orientation, gender, gender identity or expression, change of sex or transgender status, genetic information, medical condition, pregnancy, childbirth or related medical conditions, sexual and reproductive health decisions, disability, any protected military or veteran status, or status as a victim of domestic or dating violence, sexual assault or offense, or stalking.
Applicants who require an accommodation during the application process should contact Lara Bell at **************.
Skadden Equal Employment Opportunity Policy
Skadden Equal Employment Opportunity Policy
Applicants Have Rights Under Federal Employment Law
Applicants Have Rights Under Federal Employment Law
In accordance with the Transparency in Coverage Rule,
click here to review machine-readable files made available by UnitedHealthcare:
Transparency in Coverage
Auto-ApplySenior Investment Analyst
Remote job
Intro description:
Legalist is an institutional alternative asset management firm. Founded in 2016 and incubated at Y Combinator, the firm uses data-driven technology to invest in credit assets at scale. We are always looking for talented people to join our team.
We are looking for a Senior Investment Analyst on our Government Receivables strategy. In this role, you'll be a senior member of the strategy's underwriting team, working with colleagues to originate, diligence, and monitor revolving and term loans backed by government contacts, tax credits, and other government receivables collateral. See more about the strategy here.
Target candidates have a background in law, consulting/advisory, or credit analysis, and we're especially interested in speaking with candidates with prior government receivables exposure. If you have the experience and interest in working at a technology powered investment firm, we highly encourage you to apply.
Core responsibilities:
Perform due diligence on prospective credit investments and prepare written investment recommendations to senior team members
Assist origination team in identifying and closing target counterparties (across industries and asset types)
Prepare financial models and related analysis to support investment recommendations and track ongoing investments
Assist colleagues across the strategy and company-wide in areas such as origination, underwriting, structuring, portfolio management, operations, technology and marketing.
Qualifications:
Bachelor's degree in a relevant field; advanced degrees encouraged
5+ years' relevant experience in law, finance/credit, or advisory/consulting
Proficiency in financial statement analysis, financial modeling, and/or asset and enterprise valuation
Strong written/oral communication, equally comfortable with expert and non-technical colleagues
Excellent organizational skills and high attention to detail
Ability to work seamlessly across functions and teams, while also being comfortable with solo projects for extended periods
Ability to thrive in a fast paced, growth focused environment
Nice to Have:
First hand exposure (as an attorney, analyst, or banker/consultant) with government contractors or receivables
Prior extended experience at a hybrid or remote-first organization
Auto-ApplySenior Investor Relations Analyst
Remote job
Lambda, The Superintelligence Cloud, is a leader in AI cloud infrastructure serving tens of thousands of customers. Our customers range from AI researchers to enterprises and hyperscalers. Lambda's mission is to make compute as ubiquitous as electricity and give everyone the power of superintelligence. One person, one GPU.
If you'd like to build the world's best AI cloud, join us.
* Note: This position requires presence in our San Francisco location 4 days per week; Lambda's designated work from home day is currently Tuesday.
What You'll Do:
* Support the quarterly earnings process, including logistics, financial analyses, and preparation of earnings materials
* Collaborate with Finance and cross-functional teams to analyze financial performance and key business developments for use in investor communications
* Perform financial, strategic, and competitive analyses, including peer benchmarking and ad hoc projects that support strategic and financial initiatives
* Review and analyze equity research, consensus estimates, and investor/analyst sentiment to assess valuation drivers and market perception
* Assist with the creation and ongoing maintenance of investor relations materials, including updates to the Investor Relations website
* Assist with the planning and execution of investor relations events, including non-deal roadshows and investor conferences
* Monitor peers and competitors' earnings disclosures and equity research publications to inform internal messaging and market positioning
* Summarize and distribute key takeaways from investor interactions, equity research, and market developments to senior management
You
* Have 2-5 years of experience in equity research, investment banking, buy-side investing, or strategic finance
* Demonstrate mature financial and analytical skills with the ability to interpret complex information and financial concepts
* Possess strong business acumen with an understanding of technology and software business models, and a capacity to quickly learn about our industry, products, competitors, and key audiences
* Proficient in Excel and Google Suite; experience with financial research tools is a plus
* Bring a detail-oriented mindset coupled with the ability to think strategically and see the broader picture
* Thrive in fast-paced, high-growth environments with a proactive, flexible, and collaborative mindset
* Bring excellent verbal and written communication skills, with the ability to work effectively across teams and functions
* Hold a BS or BA in Business, Economics, or a related field, or equivalent relevant work experience
* Bring a passion for capital markets, paired with a strong interest in understanding emerging trends and developments in the technology industry
Nice to Have:
* Experience with AI, SaaS, or consumption-based business models
* Comfort handling ambiguity and working with minimal supervision
* Experience working with pre-IPO companies
* Familiarity with capital structure dynamics and the ability to evaluate debt instruments such as bonds and bank facilities
Salary Range Information
The annual salary range for this position has been set based on market data and other factors. However, a salary higher or lower than this range may be appropriate for a candidate whose qualifications differ meaningfully from those listed in the job description.
About Lambda
* Founded in 2012, with 500+ employees, and growing fast
* Our investors notably include TWG Global, US Innovative Technology Fund (USIT), Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, Gradient Ventures, Mercato Partners, SVB, 1517, and Crescent Cove
* We have research papers accepted at top machine learning and graphics conferences, including NeurIPS, ICCV, SIGGRAPH, and TOG
* Our values are publicly available: *************************
* We offer generous cash & equity compensation
* Health, dental, and vision coverage for you and your dependents
* Wellness and commuter stipends for select roles
* 401k Plan with 2% company match (USA employees)
* Flexible paid time off plan that we all actually use
A Final Note:
You do not need to match all of the listed expectations to apply for this position. We are committed to building a team with a variety of backgrounds, experiences, and skills.
Equal Opportunity Employer
Lambda is an Equal Opportunity employer. Applicants are considered without regard to race, color, religion, creed, national origin, age, sex, gender, marital status, sexual orientation and identity, genetic information, veteran status, citizenship, or any other factors prohibited by local, state, or federal law.
2026 Investment Banking Analyst | Infrastructure Experience Required
Remote job
The Analyst Program is a 2-3-year program offering unique learning opportunities. Our program is designed to provide you with a diverse set of transferable skills to use throughout your career. Qualified candidates must be able to begin full time work in our New York office in July 2026 and have experience working on deals within the infrastructure sector.
Investment Banking Analysts gain exposure to the firm's businesses and expanded knowledge of the investment banking industry, as they develop key analytical, communication, marketing and sales skills. Analysts are responsible for preparing financial models and running various analyses to examine the effects of contemplated client alternatives. In addition, analysts assist preparing marketing documents, including pitch materials, board presentations, and management presentations, which explain industry trends, discuss client options, and recommend strategies to meet client goals. Analysts are also responsible for financial and industry due diligence, writing portions of confidential memoranda, and performing other analytical work to support senior bankers in their relationship management responsibilities.
DC Advisory Analysts work closely with managing directors and other senior level bankers and are expected to play a critical role on transaction teams. Analysts interact with senior executives of client companies through selective participation in client meetings.
Compensation & Benefits:
Base Salary: $110,000 + annual discretionary bonus
Medical / Dental / Vision Insurance
Long Term Disability, Short Term Disability, Life Insurance
Pet Insurance
Health Savings Account
Retirement Plans (401K)
Pre-Tax Commuter Benefits
Working Arrangement
Please note this position will operate in a hybrid capacity with four days on-site in our New York, NY office (Monday - Thursday) with the option to work from home on Fridays
Digital Banking Analyst
Remote job
As a Digital Banking Analyst, you'll play a key role in ensuring the smooth operation and continuous improvement of our online and mobile banking platforms. Working under the direction of the Digital Banking Director, you'll support the delivery of innovative digital solutions that enhance the customer experience across all banking channels. From troubleshooting and testing new features to collaborating with internal teams and vendors, you'll help drive reliability, compliance, and innovation in our digital banking environment. This is a hands-on role where your expertise will directly impact how customers interact with the bank every day.
What You'll Do
Ensure daily functionality and reliability of digital banking systems.
Act as the primary liaison with key vendors to resolve issues impacting availability, processing, or customer experience.
Troubleshoot and research reported defects, coordinating fixes and enhancements.
Participate in testing and sign-off for defect resolutions, new features, release upgrades, and customer data migrations.
Collaborate with internal teams (Community Banking, Call Center, IT, Treasury Management) to support customer needs and projects.
Communicate system impacts or updates to stakeholders and customers.
Support merger planning and execution for digital banking products.
Ensure compliance with all applicable laws, regulations, and internal policies.
What We're Looking For
• Experience:
2+ years of relevant experience in financial services, preferably in digital banking or related technology.
Demonstrated customer service orientation and ability to support end users.
Experience with digital banking products such as bill pay, remote deposit capture, funds transfers, personal financial management tools, and payment solutions.
• Education:
High school diploma required.
Bachelor's degree in Business, Finance, IT, or related field preferred.
• Required Skills:
Strong problem-solving and troubleshooting abilities.
Working knowledge of core banking systems and digital banking interfaces.
Understanding of compliance issues related to electronic banking.
Excellent communication and interpersonal skills.
Ability to manage multiple priorities and meet deadlines.
• Preferred Skills:
Experience with vendor management and system testing.
Familiarity with voice-activated response systems and emerging digital banking technologies.
Strong organizational skills with attention to detail.
Ability to adapt quickly in a fast-changing environment.
Work Environment
Standard office setting with flexibility to work evenings and weekends as needed.
Travel
Up to 10% travel required.
Conditions of Employment:
Must be able to pass a criminal background & credit check
This is a full-time, non-remote position
FLSA Status:
Non-Exempt
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Auto-ApplySenior Analyst, Investment Product Management
Remote job
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial.
Job Overview:
The Senior Analyst, Investment Product Management plays a critical role in supporting the operational and strategic needs of our investment platform. This position is responsible for managing relationships with asset managers, resolving operational challenges, and driving the successful onboarding of new Separately Managed Account (SMA) strategies.
Responsibilities:
SMA Strategy Onboarding- Manage the end-to-end onboarding process for SMAs and similar strategies, ensuring timely execution and clear, concise communication with all stakeholders.
Relationship Management- Build and maintain strong, trusted relationships across departments to ensure alignment and transparency. Act as a liaison between internal teams and external partners to explain strategy availability, manage the pipeline of onboarding requests, and provide updates on progress.
Collaboration- Collaborate with LPL Research, Product Risk Management, Operations, Legal, and Compliance to review and approve strategies requiring additional oversight.
Product Management Operations- Own the day-to-day management of SMA investment products, including strategy onboarding, issue resolution, management reporting, and oversight of the SMA mailbox.
Project Leadership- Lead and drive key initiatives and projects from inception through execution, ensuring alignment with business priorities and timely delivery.
Industry Insight- Leverage and continuously expand industry knowledge to deliver competitive and innovative investment solutions.
Continuous Improvement- Capture and analyze feedback from advisors and internal stakeholders to identify opportunities for process improvement
What are we looking for?
We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements
3+ years of experience in the financial services industry
Knowledgeable in the investment advisory product landscape, specifically SMAs
Well-versed in a broad range of investment vehicles, including equities, mutual funds, ETFs, and fixed income
Effective communicator with polished presentation skills
Core Competencies
Proven experience managing SMA onboarding processes and investment product operations. Strong understanding of investment products, particularly managed accounts and advisory platforms
Excellent communication and interpersonal skills, with the ability to clearly articulate complex information to diverse audiences
Foster a collaborative environment by actively engaging with cross-functional teams to solve problems and deliver results.
Demonstrated ability to lead cross-functional initiatives and drive results in a fast-paced environment
High attention to detail and commitment to delivering accurate, compliant, and timely solutions
Strong organizational and project management skills
Preferences
Bachelor's degree in Business, Finance, Economics, or a related field
Series 7, Series 66
Experience with process improvement, documentation, and issue resolution
Due Diligence and product risk experience
Proficiency in Microsoft Excel, PowerPoint, Lists, and other relevant tools; experience with investment platforms, Morningstar, or CRM systems is a plus
Pay Range:
$78,375-$130,625/year
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit ************
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work: Our size is just right for you to make a real impact. Learn more here!
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************.
EAC1.22.25
Auto-ApplyInsights Analyst, Corporate
Remote job
About Us:
YipitData is the leading market research and analytics firm for the disruptive economy, and most recently raised $475M from The Carlyle Group at a valuation of over $1B. Every day, our proprietary technology analyzes billions of alternative data points to uncover actionable insights across sectors like software, AI, cloud, e-commerce, ridesharing, and payments.
Our data and research teams transform raw data into strategic intelligence, delivering accurate, timely, and deeply contextualized analysis that our customers-ranging from the world's top investment funds to Fortune 500 companies-depend on to drive high-stakes decisions. From sourcing and licensing novel datasets to rigorous analysis and expert narrative framing, our teams ensure clients get not just data, but clarity and confidence.
We operate globally with offices in the US (NYC, Austin, Miami, Mountain View), APAC (Hong Kong, Shanghai, Beijing, Guangzhou, Singapore), and India. Our award-winning, people-centric culture-recognized by
Inc.
as a Best Workplace for three consecutive years-emphasizes transparency, ownership, and continuous mastery.
What It's Like to Work at YipitData:
YipitData isn't a place for coasting-it's a launchpad for ambitious, impact-driven professionals.
From day one, you'll take the lead on meaningful work, accelerate your growth, and gain exposure that shapes careers.
Why Top Talent Chooses YipitData:
Ownership That Matters: You'll lead high-impact projects with real business outcomes
Rapid Growth: We compress years of learning into months
Merit Over Titles: Trust and responsibility are earned through execution, not tenure
Velocity with Purpose: We move fast, support each other, and aim high-always with purpose and intention
If your ambition is matched by your work ethic-and you're hungry for a place where growth, impact, and ownership are the norm-YipitData might be the opportunity you've been waiting for.
About The Role:
YipitData's Corporate team collaborates directly with organizations like Summer Fridays, FanDuel, Uber, and Harbor Freight to help them make sense of the vast amounts of external data available. We source, clean, organize, and contextualize data to support our clients in answering their key business questions. We are expanding our Insights team within the Corporate practice by welcoming an Insights Associate to develop and deliver data-driven insights for prospective clients.
This is a fantastic opportunity for someone with 3-5+ years of experience who wants to enhance their data analysis skills, gain exposure to executives, have a meaningful impact on the businesses we support, and get in on the ground floor of a rapidly growing team at YipitData. Insights Analysts will collaborate closely with Marketing, Sales, and Data Product teams to create and communicate data-driven insights, leveraging a variety of data sources to inform prospective client decision-making.
You could be a good fit if you are comfortable with understanding, manipulating, visualizing, and articulating data to tell compelling business stories with immediately actionable recommendations.
This is a remote-friendly opportunity that can sit in NYC (where our headquarters is located), or anywhere in the US.
As an Insights Analyst, you'll gain experience in:
Product & Service Delivery: Data and product delivery for corporate accounts. Responsible for quality assuring data products, engaging with clients on technical/product oriented questions, and fulfilling ad hoc solution requests. Our team collaborates closely with our central data team to refine and improve our data when issues are identified with the data or when ad-hoc prompts the need for new data features.
Customer Engagement & Impact: At the end of the day, all our efforts aim to provide actionable insights with a measurable positive impact on our customer's business. Solutions team members consult with the client to uncover business opportunities and provide actionable insights that guide decision-making. Driving towards and documenting impact stories ensures stickiness and ROI.
Product Innovation: Developing dynamic and scalable products to onboard and launch new clients and contribute to the enhancement, expansion and design of our core products for brands and retailers. We encourage experimentation and, through the evolution of new analytic techniques to serve customer business needs you'll help grow customer value.
You Are Likely To Succeed If You Have:
3-5+ years of experience in business analytics or consulting
Experience working for or collaborating with brand manufacturers and/or retailers, with a strong understanding of their business needs
A passion for data-driven storytelling
A passion for data analysis; SQL and/or Python experience is preferred, but not necessary; must have a willingness to learn
Ability to work collaboratively in an innovative, entrepreneurial, and dynamic environment
What We Offer:
Our compensation package includes comprehensive benefits and perks, equity, and a competitive salary:
We care about your personal life, and we mean it. We offer flexible work hours, unlimited vacation, a generous 401K match, parental leave, team events, a wellness and work-from-home budget, learning reimbursement, and more!
Your growth at YipitData is determined by the impact that you make, not by tenure, unnecessary facetime, or office politics. Everyone at YipitData is empowered to self-improve and master their skills in an environment focused on ownership, respect, and trust.
The annual base salary for this position is anticipated to be $125K. The final offer may be determined by a number of factors, including, but not limited to, the applicant's experience, knowledge, skills, and abilities, as well as internal team benchmarks. The compensation package also includes equity.
Please note that for this position, we are not able to consider candidates who currently or in the future will require visa sponsorship.
This role may be performed fully remotely within the United States. Please note that our US headquarters are located in NYC. We also have office hubs in Austin, Miami, and Mountain View. If the remote work is performed outside of these offices, income may be subject to New York State tax withholding.
We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity employer.
Auto-ApplyLead Corporate Strategy Analyst
Remote job
Who We Are
Great Minds is a high-growth, mission-driven organization founded by educators in 2007. As a for-profit, Public Benefit Corporation, we believe all students deserve access to meaningful, challenging content-and all teachers deserve tools that are intuitive, effective, and built for the realities of today's classrooms.
We develop high-quality, knowledge-rich math, science and ELA curricula grounded in research and designed in collaboration with educators. Our materials reflect real classroom needs and are built to drive lasting student outcomes.
We are committed to usability, coherence, and practical implementation-supporting teachers not just through curriculum, but with professional learning, purposeful technology, and responsive service that enable strong adoption and impact.
What We Build
Our products-Eureka Math and Eureka Math², Wit & Wisdom, PhD Science, Geodes, and the newly launched Arts & Letters ELA-are trusted by thousands of schools and districts nationwide.
Eureka Math is the most widely used math curriculum in the U.S., and is focused on balancing conceptual understanding, procedural fluency, and application.
Wit & Wisdom and Arts & Letters ELA™ anchor our reading strategy with content-rich, grade-level instruction that integrates literature, history, and the arts, grounded in the science of reading. Geodes complements our reading suite with decodable texts that pair phonics with meaningful content to support early literacy.
PhD Science is a hands-on K-5 Science program that sparks curiosity as students build enduring knowledge of how the scientific world works.
These programs reflect a shared belief in high expectations, joyful rigor, and deep respect for educators and students.
Where We're Headed
Great Minds is entering a new stage of growth and product maturity. We are focused on building more connected, customer-informed experiences across the full educator journey-from curriculum to professional learning to platform and support.
Our long-term vision is to become a true partner in impact-not just delivering curriculum, but supporting educators in achieving outcomes at scale.
Job Purpose
Reporting to the Corporate Strategy leadership team, the Lead Corporate Strategy Analyst will play a critical supporting role in advancing Great Minds' long-term strategic initiatives. This role is responsible for conducting market and competitive research, analyzing internal performance data, and generating insights that support strategic decision-making. The Analyst will work closely with cross-functional teams and senior leaders to contribute to strategic planning efforts, partnership evaluation, and data-driven business cases.
This is an ideal role for an early-career professional with strong analytical skills, intellectual curiosity, and a desire to grow in a strategic function within a mission-driven organization.
Responsibilities
Conduct research and analysis on market trends, competitors, and industry dynamics to inform strategic priorities
Support the development of long-term strategic plans and annual operating plans through financial modeling, data analysis, and internal KPI tracking
Assist in identifying and evaluating potential partnerships, M&A targets, new market opportunities, and strategic initiatives
Build dashboards, reports, and presentations to communicate insights to leadership in a clear and compelling way
Collaborate with cross-functional teams to gather data and support implementation of strategic projects
Contribute to the preparation of board materials, strategy documents, and internal communications
Assist in modeling scenarios and business cases that inform investment or strategic decisions
Help track and monitor progress against strategic goals and report on key outcomes
Job requirements
Requirements
3+ years of experience in corporate strategy, management consulting, investment banking, or a similar analytical role
Strong analytical and quantitative skills, with proficiency in Excel, constructing financial models, and data visualization tools (e.g., Tableau, Power BI)
Excellent research and synthesis skills, with the ability to draw insights from complex data and translate them into clear narratives
Strong written and verbal communication and presentation skills; able to build professional-quality slide decks and internal memos
Collaborative mindset and ability to work effectively across teams in a fast-paced environment
High attention to detail, organization, and follow-through
Intellectual curiosity and a desire to learn and grow within a strategic function
Preferred
Experience in the K-12 education sector, edtech, or mission-driven organizations
Familiarity with business case development, financial modeling, or strategic planning processes
Interest in public education and a belief in the power of high-quality curriculum
Required Education
Bachelor's Degree
Status
Full-time
Location
Remote position; must be based in Boston Metropolitan Area
The expected base salary range for this position is $94,000-$107,000, however the offered salary may be higher or lower than the above range dependent on numerous factors including, but not limited to location, work experience, skills and internal equity considerations. The base salary is not inclusive of benefits or other incentives.
A cover letter and resume are required to be considered for this position.
New employees will be required to successfully complete a background check.
Any communication to applicants relating to the Great Minds hiring process will only come from email addresses with the domains greatminds.org or greatminds.recruitee.com. If in the course of the application or hiring process with Great Minds you are contacted through another domain, are requested to provide banking or other sensitive information, or you note any other suspicious activity, please contact ***********************
Great Minds is an equal opportunity employer. We will extend equal opportunity to all individuals without regard to race, religion, color, sex (including pregnancy, sexual orientation, and gender identity), national origin, disability, age, genetic information, or any other status protected under applicable federal, state, or local laws. Our policy reflects and affirms the organization's commitment to the principles of fair employment and the elimination of all discriminatory practices.
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Analyst, Corporate Derivatives
Remote job
Who We Are Derivative Path empowers institutions across the capital markets with innovative, AI-driven technology and expert advisory solutions. Our award-winning cloud platform supports banks, credit unions, private equity firms, hedge funds, asset managers, and insurance companies in managing interest rate, FX, and commodity risks, optimizing hedging strategies, and streamlining cross-border payments. With a client base spanning over 250 financial institutions and leading private equity firms, we deliver scalable solutions that enhance risk management and drive operational performance. Through strategic partnerships with Goldman Sachs, Wells Fargo, FNBO, Q2, and Jack Henry, we provide best-in-class capabilities to help clients achieve their financial objectives in an ever-evolving market.
With a team of seasoned professionals comprised of decades of industry experience, Derivative Path offers a flexible, hybrid work environment to its 100+ employees with the ability to work remotely and from one of four offices in San Francisco, New York, Chicago, and Manila. The Company is dedicated to building a diverse environment and has an unwavering commitment to creating a sense of belonging for all employees.
The Opportunity
We are looking for a talented undergraduate to join our Risk Solutions group based out of DP's New York office. In this role, you will be an integral part of providing risk solutions services, transaction execution services, and general client coverage support to private equity, corporate, and other non-bank end user clients of Derivative Path. You will also provide input and generate ideas for new and enhanced functionality within our technology platform, DerivativeEDGE
,
that will be beneficial to DP and its clients. The ideal candidate will feel at ease working in a lean environment where their contribution is critical and valued. This is a difference making role with a high level of responsibility, input, and visibility to high profile clients of DP.
What You'll Do
Assist in all aspects of client coverage including risk identification and analysis, hedge strategy generation, pricing and analytics, trade execution, ongoing hedge portfolio maintenance and reporting needs, etc.
Assist in interactions with clients to discuss the risks at play, potential hedging solutions, hedge outcomes, etc.
Assist in interactions with hedge banks and other relationship partners of clients to drive transaction processes
Prepare client marketing materials, market updates, educational materials, etc.
Lead internal and pre-trade / post-trade processes such as client onboarding, documentation, confirmations, valuations, etc.
Provide ad-hoc support to senior members of the Risk Solutions group and other team members across the firm
Qualifications
Currently completing or recently completed an undergraduate degree, with expected graduation by June 2025. Strong academic performance (GPA of 3.25 or higher preferred).
You communicate with clarity and confidence, whether it's through presentations, writing, or everyday collaboration.
You're comfortable with Microsoft Office tools (PowerPoint, Excel, Word) and eager to keep building on those skills.
You bring a sharp eye for detail and a problem-solving mindset, staying focused even when juggling multiple deadlines.
You're self-driven and adaptable, excited to use technology and fresh ideas to make processes more efficient and impactful.
You pick up new concepts quickly and enjoy having a mix of responsibilities in a fast-moving, dynamic environment.
You thrive in a team setting, bringing an entrepreneurial spirit and genuine excitement to contribute to the success of a growing business.
Nice To Have
Experience with Bloomberg or other derivatives pricing systems
Prior internship experience with a bulge bracket bank or private equity firm
Location
NYC, 5 days in office
Benefits
Base salary, equity, and annual bonus as part of the compensation package
40 hours of sick leave
18 days of PTO
Paid parental leave
401K contribution at 3%
Competitive health benefits including HSA & FSA options, life insurance, and short-term disability
The expected
salary for this position is $80,000 - $90,000 and is eligible for a discretionary bonus and equity. We will consider your skills, experience, and location when determining your pay.
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Derivative Path is an equal opportunity employer and does not discriminate based on any of the following: race, religious creed, color, age, sex, sexual orientation, gender identity, gender expression or gender characteristic, national origin, religion, marital status, medical condition, physical or mental disability, military service or veteran status, pregnancy, childbirth and related medical conditions, or any other classification protected by federal, state, and local laws and ordinances. Derivative Path offers a comprehensive benefits package, including health, dental, vision, retirement plan contribution, and a generous paid time off policy.
Auto-ApplyFinancial Analyst - Corporate Forecast (Hybrid)
Remote job
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Financial Analyst - Corporate Forecast? Globe Life is looking for a Financial Analyst - Corporate Forecast to join the team!
In this role, you will be responsible for developing and maintaining complex financial models based on assessment and understanding of key drivers and assumptions. You will generate financial reports, presentations, monthly and quarterly reviews, and related analysis for executive management, Globe Life's Board of Directors, and other stakeholders.
Additionally, you will evaluate the financial impact of key strategic initiatives and serve as the finance lead for projects. This includes developing financial business cases, maintaining financial oversight, advising operations, and supporting the development of appropriate KPIs, baseline projections, progress tracking, and reporting to drive accountability.
This is a hybrid position located in McKinney, Texas.
What You Will Do:
* Work closely with Accounting, Actuarial, Tax, and Investments to model and consolidate the Annual Operating Summary and quarterly revisions for earnings guidance.
* Develop and maintain complex financial models that support the annual operating plan, forecast, reporting, and analysis for corporate earnings guidance.
* Coordinate variance analysis, financial assessment, and trend analysis of the business in support of long-term forecast.
* Identify, design, and implement enhancements to existing forecasting and reporting processes and systems.
* Support the development of corporate strategic business analysis and insights for executive talking points.
* Develop capital planning models, reports, and templates.
* Partner with business operations to develop the financial business case supporting capital investments and allocation of resources, and measure the impact using IRR, NPV, and ROI.
* Support the development and implementation of the processes, templates, and governance around financial business case development, KPIs, executive reporting, and progress tracking.
* Build out and maintain financial models to assess the financial impact of investments/initiatives under various scenarios, and assist business units in analyzing and quantifying the risks and opportunities.
* Maintain financial oversight and provide recommendations on financial issues to the relevant business unit(s).
* Develop and maintain a comprehensive understanding of the corporate strategic initiatives, priorities, and key business issues.
* Serve as an active member of project/initiative teams - capturing financial assumptions and offering a financial perspective to project issues/challenges to drive outcomes.
* Collaborates with other finance team members to ensure the annual operating plan and strategic projections accurately reflect the status of large-scale enterprise initiatives.
* Identify and recommend process improvements that significantly reduce workloads and reporting redundancies.
* Develop the financial business cases for presentation to senior leadership.
* Maintain reporting/tracking of key metrics for strategic initiatives to drive accountability for expected outcomes/results.
* Mentor and train other members of the Corporate Financial Planning & Analysis team.
* Ad hoc analysis and special projects involving systemic improvements, expense deep dives, and implementation of corporate policies and other projects to support key strategic initiatives.
What You Can Bring:
* Bachelor's degree in Finance, Accounting, or Economics with progressive technical and operational business experience.
* 2+ years of relevant work experience in a public company, working in corporate finance, preferably within the insurance or financial services industry.
* Holding or actively working towards a CPA, CFA, or MBA is a plus.
* Demonstrated knowledge of corporate financial planning, reporting, and analysis.
* Proven analytical skills and financial modeling experience with the ability to collect, organize, analyze, and disseminate information with attention to detail and accuracy.
* Proven experience in building complex financial models that forecast a company's income statement, balance sheet, and cash flow.
* Proven ability to manage multiple tasks and projects simultaneously, to prioritize and meet deadlines.
* Balances data and information, making decisions based on both a sense of what is correct and logical.
* Ability to clearly communicate compelling messages to senior leaders and partners.
* Strong interpersonal skills and the ability to easily build effective relationships with senior management to become a trusted advisor/partner of the business.
* Demonstrates strong initiative with the ability to work independently, identify issues, and succinctly present solutions.
* Balances a high sense of urgency with presenting detailed and accurate financial information.
* Takes initiative and is not satisfied with the status quo.
* Leads and actively participates in team meetings and is involved in developing individual and team project plans.
* Demonstrates a willingness to persist when faced with obstacles or adversity.
* Willingness to accommodate the rigor of the annual and quarterly reporting cycle.
* Expert-level Microsoft Excel with an aptitude in financial modeling, planning systems, and reporting for analysis.
* Experience with corporate performance management software solutions Anaplan is a plus.
* Experience with data visualization software (Power BI or Tableau) is a plus.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work designated hours based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including company-matched 401 (k) and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: 7677 Henneman Way, McKinney, Texas
Financial Analyst
Remote job
This position makes a high level of impact on a rapidly growing organization and has proven technical skills in financial planning and analysis, strong accounting background, and the ability to work cross-functionally in a dynamic and fast paced environment.
GREENSTATE CULTURE:
At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life.
Salary range for this position is $90,593.36 - $105,914.12 with a progressive benefit package.
This is a fully remote opportunity.
Essential Duties and Responsibilities
ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Assists in the preparation of the annual budgeting process, including the preparation of detailed financial forecasts and variance analysis. Monitors budget-to-actual performance and identify significant variances. Performs profitability modeling to analyze the risk adjusted return of differing products, lending channels, departments, and branches. Compiles and analyzes profitability reporting and summarizes results for stakeholders across the organization. Helps support the funds transfer pricing and credit risk analysis that is included within the profitability modeling. Creates and maintains procedures and documentation supporting the budgeting and profitability modeling process. Collaborates with departments to gather input and ensure data accuracy Maintains and improves financial models, tools and databases to support analysis. Prepares financial reports and analyzes key performance metrics to identify trends and variances. Supports monthly, quarterly, and annual financial reporting processes. Serves as financial liaison, providing guidance on metrics and interpretation of financial reports. Provides insights into profitability, cost management and operational efficiencies. Collaborates with Finance and Accounting to deliver financial reports and key metrics to Company Leadership and Board of Directors on a regular basis using Power BI platform. Prepares peer analysis reporting. Conducts special analyses and projects to support strategic initiatives.
Job Requirements/Expectations
Bachelor's degree in finance, accounting, economics, or related field. Progress towards CPA, CFA or other relevant certifications a plus. Minimum three years of progressive experience in financial planning and analysis, preferably within the financial services or credit union industry. Hands on experience developing annual operating budgets. Must be able to manage multiple assignments with changing deadlines in a high-pressure environment. Ability to coordinate and prioritize assignments and organize work efficiently for timely completion. Experience with financial modeling, planning, forecasting, and analysis skills; solid foundation in finance and GAAP accounting. Experience with Empyrean Solution or other financial institution budgeting and profitability software (ProfitStars, Axiom/Syntellis, etc.) a plus. Ability to draw important insights from analysis; understand and communicate the "story behind the numbers". Strong analytical and problem-solving skills. Proficiency in Microsoft Office, including Excel and Word. Power BI and SQL experience a plus. Ability, availability, and willingness to work flexible hours to accomplish workload. During periods of peak demand, job will require a non-traditional workweek with extra hours including evening and/or weekend duties. Interpersonal skills to diplomatically deal with employees of all levels, and to represent the credit union in a positive way during member contact. Ability to prioritize assignments and organize work efficiently, to handle large volumes of detail. Ability to deal tactfully and efficiently with members and co-workers on a professional level. Must be bondable.
Reporting Relationship
This position reports to the Finance Manager.
Supervisory Responsibilities
This position is not responsible for the supervision of others.
Equal Opportunity Employment Statement
GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. #LI #ID
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