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  • Technology Account Lead, Financial Services

    Guidehouse 3.7company rating

    McLean, VA jobs

    Job Family: Technology Consulting Travel Required: Up to 25% Clearance Required: Ability to Obtain Public Trust Guidehouse is seeking a highly motivated and talented leader to be part of a team delivering large scale Information Technology (IT) transformation projects for Financial Services public sector, focusing on the IRS and Treasury account. We are looking for an experienced professional who has a deep understanding of the IRS AND Treasury technology ecosystem, strong project management experience, significant technical writing skills, IT and digital transformation knowledge, and a passion for problem-solving, business development and service delivery. Our Technology Financial Services team members help our clients improve business value through optimizing the efficiency and effectiveness of their IT capabilities. This high performing group plays a critical role in multi-disciplinary teams. We enable our clients to understand, plan for, and realize strategic opportunities presented by information technology through a collection of capabilities such as Enterprise IT Management, Mission Enablement, IT Transformation, and IT organization optimization. On this team, you will focus on the “business” aspects of IT transformation, including but not limited to strategy, organizational change management; project, program, and portfolio management; communications and training; process mapping; and governance. In this role at Guidehouse, you will play a crucial role in steering the strategic direction and operational efficiency of technology services within the financial sector, IRS and Treasury account. This includes: Proactively designing and presenting client solutions relevant to the current goals and priorities of IRS and Treasury Proactively leading the practice by driving the development of new business in the market, and providing technical advice across disciplines Joining an existing team applying deep industry expertise in the following service areas: Cloud, System Modernization, Low code / no code platforms, Data management, Operational strategy and effectiveness, and Managed Services Building strong networks within the firm to spot and capitalize on opportunities to get involved in projects that others are leading across several different business units and sectors Identifying and discussing key issues with our clients to identify potential opportunities Shaping and delivering various projects that exceed the expectations of our clients and our own assignment quality criteria Managing and delivering large projects by developing the project team, assessing engagement risks throughout, driving conclusions, and reviewing / challenging the output produced by the team Managing engagement financials Helping to grow and develop our team through hands on training and coaching What You Will Need: Minimum of 10 years of designing, implementing, and supporting complex business processes in multiple technology environments, preferably for the IRS and/or Treasury Minimum of 10 years designing, building, testing, and deploying the technical components required for successful technology solutions preferably for IRS and Treasury Minimum of 10 years of business process re-engineering experience in support of multiple technology solutions preferably for the IRS and Treasury Minimum of 10 years of designing, implementing, and supporting the modernization of legacy systems across multiple technology environments within a public sector agency or division preferably for the IRS and Treasury Minimum of 7 years of experience leading teams to generate a vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, coach staff, and encourage improvement and innovation Minimum of 7 years of experience leading the full sales cycle related to technology services and related consulting services including opportunity identification/qualification, relationship development, opportunity shaping and leading development of solicitation (RFP) response High energy, persuasive, and someone who leads by example Ability to thrive in a fast-paced challenging environment Proven leader who can work directly with client senior management and lead Guidehouse colleagues Manages the planning, organizing and delivery of tasks and projects, overseeing independent analyses and ensuring the quality of client deliverables Aptitude for networking and sales Excellent verbal and written communication skills Creative problem-solving ability and a collaborative, consultancy mindset Relationship-oriented with the ability to thrive in an organization where team-building and authentic relationships are vital Demonstrated the ability to identify and address client needs; develop and sustain deep client relationships using networking, negotiation, and persuasion skills to identify and sell potential new service opportunities; preparing and presenting complex written and verbal materials including product demonstrations and technical whitepapers Demonstrated the ability to define project resource requirements, project workflow, budgets, billing, and collection Experience as a team leader to generate a vision, establish direction, motivate members, create an atmosphere of trust, leverage diverse views, coach staff, and encourage improvement and innovation. Research problems and issues while developing and offering effective solutions for clients and developing strategy Participates in various phases of business development opportunities and engagements, from pre-sale and initial scoping through final delivery and signoff Writes, communicates, facilitates, and presents cogently to and for all levels of industry audiences including clients and internal staff and management Per contractual requirements, US Citizenship is a requirement for this role What Would Be Nice To Have: MBA desired Demonstrates knowledge with a proven record of success directing efforts in leading teams and managing engagements with functional knowledge of financial services and technology solutions for IRS and Treasury engagements. ·Demonstrates proven intimate knowledge and success with leading teams to generate a vision, establish direction and motivate team members, as well as create an atmosphere of trust, leverage diverse views, coach staff, to encourage improvement and innovation Demonstrates proven intimate knowledge of the common issues facing Guidehouse's clients of all Industries and Sectors, including clients in the Federal and State and Local governments Consults, designs, implements, and contributions to industry applications for financial institutions Assists clients in the implementation and support of technical solutions and improving business processes Understands various application-based solutions in one or more specific modules, as well as the common industry issues facing clients Designs, builds, tests, and deploys technical solutions across various applications Assists with technical efforts that involve the development, design, implementation, and support of business processes The annual salary range for this position is $270,000.00-$450,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs. What We Offer: Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace. Benefits include: Medical, Rx, Dental & Vision Insurance Personal and Family Sick Time & Company Paid Holidays Position may be eligible for a discretionary variable incentive bonus Parental Leave and Adoption Assistance 401(k) Retirement Plan Basic Life & Supplemental Life Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts Short-Term & Long-Term Disability Student Loan PayDown Tuition Reimbursement, Personal Development & Learning Opportunities Skills Development & Certifications Employee Referral Program Corporate Sponsored Events & Community Outreach Emergency Back-Up Childcare Program Mobility Stipend About Guidehouse Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation. Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco. If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at ************** or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation. All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or ************************. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process. If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact *************************. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties. Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.
    $113k-145k yearly est. Auto-Apply 23h ago
  • Corporate and Transactional Analyst (CPA)

    James Bates Brannan Groover LLP 4.3company rating

    Atlanta, GA jobs

    James Bates Brannan Groover LLP, a leading law firm with offices in Atlanta, Macon, and Athens, Georgia, is seeking an experienced CPA to join the Corporate and Transactional group as an analyst in our Atlanta office. Our firm believes in the importance of our people. We strive to provide the best experience for our employees and clients by living out our core values: Servant Leadership, Pursuit of Excellence, Integrity, and Respect for Others. Our Corporate and Transactional Group represents founder-led and family-owned businesses across a wide variety of complex corporate matters with a focus on sell-side mergers and acquisitions. Our Corporate and Transactional Group has negotiated successful exits for our clients against the largest and most sophisticated strategic and financial buyers in the country. We have closed transactions having over $2 billion enterprise value in recent years. This position would be based in our Atlanta office, and you would work directly with the attorneys in that office. This opportunity allows the CPA to work on complex and interesting transactions in a boutique environment. You would have direct contact with clients in a wide array of industries (e.g., industrial, mechanical, manufacturing, construction, logistics, professional services, etc.) as they engage in what is likely the most significant financial decision of their lives. This CPA would be a direct member of the Corporate and Transactional Group and work alongside its attorneys. Having practiced together the majority of their legal careers, the attorneys in our Corporate and Transactional Group are a tight-knit group, and we are looking for another valued member to join. The person who previously held this position moved to another industry. This CPA analyst would also assist in estate and gift planning analysis to work in conjunction with the other CPA analysts who work at the firm. These services would include review of gift tax returns and some assistance in reviewing and drafting wills, trusts and other estate planning documents. Qualifications Active CPA license required 5-10 years of experience in public accounting, corporate finance, and transactional tax Solid understanding of financial statements and financial accounting principles Comprehensive knowledge of corporate tax (primarily S corporations) and partnership tax concepts Excellent analytical and organizational skills with strong attention to detail Ability to manage multiple projects and deadlines in a fast-paced, team-oriented environment Key Responsibilities Perform tax and financial analysis for business transactions, mergers, and acquisitions Assist attorneys with structuring and modeling transactions for tax efficiency and compliance Review and interpret financial statements, tax returns, and related documentation Conduct due diligence and prepare financial summaries for client and internal use Research tax laws and corporate compliance issues relevant to ongoing matters Develop creative and strategic plans to address purchase price adjustment provisions, such as working capital adjustments Analyze and plan for potential tax recapture issues associated with asset dispositions, depreciation, and deferred exchanges Creative problem solving to identify innovative, practical solutions that support client goals and transaction success Collaborate with attorneys to develop and implement strategic business and tax solutions Work closely with clients' accountants on due diligence and transaction-related tax implications
    $75k-90k yearly est. 23h ago
  • Financial Analyst

    Motion Recruitment 4.5company rating

    New Brunswick, NJ jobs

    We are currently looking for a seasoned Financial Analyst to join a large organization in New Brunswick, NJ. Candidates must be local and must be willing to go onsite. This is an initial 12-month contract with the potential to extend, eligible for full benefits. To succeed in this role, the candidate will have to possess strong technical, analytical and customer-oriented skills. The Analyst will be part of Global Reporting Integration and Run Support team and will be supporting the management reporting solution across all sectors. Key responsibilities will be providing support for the existing reporting solutions incl. ensuring data integrity of published data as well as recommending and/or implementing additional reporting requirements on AFO/Alteryx/Tableau/SAP Analytics Cloud. The role also includes communication and business partnering with numerous business stakeholders spread across the globe, as well as regional CoEs and IT support. Key Responsibilities: Development and Support of PHARM and MedTech SigniFi on Reporting Platforms (SAP AFP and SAC) User support and issue resolution in close co-operation with the global reporting support team. Support the business during monthly and quarterly close process relating to reporting Assist in managing Legacy reporting on Tableau for Medtech. Participation in creating documentation of Operational and Enhancement Processes. Understand financial impact of reconciling and ensuring data integrity and working with systems teams to repair any data or reporting issues. Perform as an expert in understanding ERP data feeds utilized within the reporting solution; understand the lowest levels of data available to facilitate related investigations and recommend appropriate action. Contribute continuously to the improvement of overall data quality. Maintain and improve a strong internal control environment. Business partner with stakeholders to resolve reporting defects. Support Commercial analysts on how to utilize the reporting solutions to develop expert local knowledge. Understand data flows, financial reports and report calculations Act as the intermediary between system and business to ensure voices are heard, actively provide feedback to related teams and resolve issues, as necessary. Partnering with IT and other support groups in CFIN, Datahub, Master Data, Internal / Governance Reporting Teams, etc. to resolve reporting issues. Participate in knowledge transfer sessions for new reports, sector deployments, etc. as they go live in production. Qualifications: Qualified or studying Finance / Accounting or BI. Systems qualifications preferred, SAP (AFO and SAC), BW, Tableau Analytical, problem solving, willingness to learn, attention to details and initiative to follow through on directives. Sensitivity knowledge of global partners/cultures/norms is critical for this role and required. Good communication skills, operate with a degree of independence and able to collaborate in a highly matrixed environment. Strong technical / analytical skills with a complex financial accounting and systems environment. Ability to deal with ambiguity. Proactive, High energy, positive / can-do attitude and self-motivated is a must.
    $56k-89k yearly est. 1d ago
  • Financial Analyst

    RemX | The Workforce Experts 4.5company rating

    Knoxville, TN jobs

    RemX Recruiting Firm is pleased to represent a well-established, premier employer in Knoxville for its hire of an experienced FINANCIAL ANALYST (Senior level) to its FP&A team. The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership. Responsibilities Analyze current and past financial data and performance to make recommendations on profit enhancement Consistently analyze financial information based on both routine and ad-hoc reports Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators Communicate financial insights suggesting business issues to management Qualifications Bachelor's degree in Accounting, Finance or business related 3 years' MINIMUM financial analysis experience OR related Advanced knowledge of Excel Strong communication skills (oral & written) As a top employer in Knoxville, this company offers excellent career growth and the chance to act as a true business partner to various business units within the company. This person "has a seat at the table" in key meetings and will participate in budgeting, forecasting, product development discussions, etc. This person will monitor the financial performance and become a subject matter expert for those business units. HIGH COLLABORATION and PARTICIPATION in meetings is expected. Taking initiative, adding value & building relationships are key aspects to the role. If you are ready to take your financial analyst career to the next level with a profitable, growing company who hires the best of the best, apply today to learn more! BEST BENEFITS, COMPENSATION & CULTURE!
    $51k-67k yearly est. 23h ago
  • Senior Financial Planning Analyst

    Stevendouglas 4.1company rating

    Hollywood, FL jobs

    We're partnering with a growing, asset-intensive company seeking a Senior FP&A Analyst to drive financial planning, reporting, and strategic analysis. This role will collaborate across departments and play a key part in shaping long-term financial strategy. What You'll Do Build and maintain driver-based financial models for forecasting and strategic planning Lead key parts of the annual budget, forecasts, and scenario analysis Deliver actionable insights on performance, profitability, and growth opportunities Partner with senior leaders to support decision-making and capital allocation Create executive-level reports, dashboards, and presentations Streamline FP&A processes through automation and standardized reporting What We're Looking For 3-5 years of experience in FP&A or related finance roles Bachelor's degree in Finance, Accounting, or Economics Advanced Excel and modeling skills; experience with BI tools (Power BI, Tableau, etc.) Strong analytical, communication, and business partnering skills Experience supporting strategic planning or M&A is a plus
    $64k-93k yearly est. 3d ago
  • Financial Analyst

    LHH 4.3company rating

    Richmond, VA jobs

    We are recruiting for a financial analyst to work for one of our best clients in Richmond,VA. The company has been in business for decades and has a beautiful faclity with an incredible view of Richmond. This role allows a talented analyst to provide data to support critical decisions. This is the perfect role for an analyst with a command of multiple tools. Responsibilities: Provide ad hoc models and financial analyses Create analysis to communicate complex topics effectively and efficiently to various internal parties, including executives Support partners and other deparments with pricing analysis Requirements: BS Degree in finance or accounting 5+ years experience in FP&A Advanced skills with Microsoft Excel and Microsoft PowerPoint Proficiency with PowerBI. Experience with 3E, Advanced Financial Solutions, and SQL or Python a plus Our client offers a hybrid working arrangement. LHH is highly regarded as an industry leader. LHH specializes in the career placement of top-notch accounting and finance professionals. When you work with our team, you will be greeted by a team of experienced financial professionals and tenured, executive recruiters. As accountants and CPA's from the industry we serve, we worked within the accounting and finance industries first, found the careers that make us happy, and now enjoy doing the same for other professionals. Equal Opportunity Employer/Veterans/Disabled To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit ********************************************** The Company will consider qualified applicants with arrest and conviction records.
    $48k-71k yearly est. 3d ago
  • Finance Analyst - Government Pricing & Medicaid

    Ztek Consulting 4.3company rating

    Bridgewater, NJ jobs

    Join our finance team as a Senior Analyst, Government Pricing & Medicaid. This new position will play a key role in ensuring pricing accuracy and regulatory compliance across critical federal and state healthcare programs. Key Responsibilities: Perform manual government price calculations, analysis, and timely submissions for all mandated products Collaborate on Medicaid invoice processing and payment submissions Resolve data discrepancies and provide supporting documentation to government agencies, including CMS, HRSA, and the VA Ensure full compliance with federal and state reporting regulations
    $57k-90k yearly est. 2d ago
  • Trade Analyst

    Russell Tobin 4.1company rating

    Dallas, TX jobs

    Russell Tobin & Associates is currently seeking a Trade Marketing Analyst , 6+ Months Contract role for one of our Fortune 500 clients, for Dallas, TX (HYBRID). Apply today for immediate consideration. Trade Marketing Analyst Location: Dallas, TX (HYBRID) Contract Duration: 6+ months Temp to Hire Pay rate: $34.00-38.00/hr on w2 Job Summary: Key Responsibilities: This temporary role supports transversal trade marketing initiatives with a specialized focus on finance and logistics. The Associate Manager will manage a complex, dual-market CAPEX and OPEX budget (United States and Canada) and coordinate vendor operations and a transition to a new vendor. The role is also instrumental in supporting a digital transformation initiative, helping move from Excel-based tracking to a centralized program management platform in collaboration with IT. This role ensures business continuity during a transition in full-time staffing. Oversee daily management of the trade marketing budget, including CAPEX and OPEX tracking across U.S. and Canada Partner with internal Finance, Procurement, IT, and Marketing teams to support program execution Coordinate with multiple vendors during an RFP process; help streamline operational workflows Assist in the development and documentation of requirements for a digital project management tool Monitor key logistics and vendor deliverables to ensure alignment with marketing timelines and budgets Specific skills/experience: Bachelor's degree in Marketing, Economics, Data Analytics, Management Science, Engineering Management, Industrial Engineering, Mathematics, or Finance. 4+ years of experience in an analytics position. Demonstrated ability to develop and maintain professional relationships with key business partners positively impacting business growth Highly skilled in communicating and presenting results to executives. Intellectual curiosity to proactively explore data, solve problems, challenge existing way of doing things, formulate new hypotheses, and to rigorously analyze them. Proficiency in Microsoft Excel and the full Microsoft Suite Proficiency in data manipulation and visualization tools, with experience in either Tableau, SQL, Business Objects or similar BI tool Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.
    $34-38 hourly 1d ago
  • Construction Cost Analyst

    Footbridge 4.4company rating

    Salisbury, MA jobs

    Title: Construction Cost Analyst Pay: $55,000 - $85,000 Duration: Permanent Join a reputable and growing civil construction team as a key contributor in cost control, production analysis, and financial performance. In this role, you will partner closely with Estimating, Project Management, and Accounting to turn field data into insights that drive smarter bids, stronger project execution, and better financial outcomes. What You'll Do Analyze weekly production data and monthly cost-to-complete reports, delivering clear summaries to leadership. Collaborate with Estimating on project turnover and provide production trends that strengthen bid strategy. Support Project Management in maintaining accurate, consistent cost controls across all active work. Serve as a bridge between field crews, Estimating, and Accounting to ensure smooth flow of cost and production data. Contribute to process improvements and help enhance company-wide cost reporting systems. Assist with administration and optimization of Vista, HCSS, and Procore platforms. What You Bring Strong Excel skills (advanced preferred). Sharp attention to detail and a knack for spotting inconsistencies. Experience with Vista Viewpoint, HCSS, and/or Procore is a plus. Excellent communication and collaboration skills. Bachelor's degree in Accounting, Finance, Engineering, Business, Construction Management, or related field. FootBridge is an equal opportunity employer committed to an inclusive environment where everyone is valued and respected. We make employment decisions based on qualifications and business needs, without discrimination on any basis, and we welcome candidates from diverse backgrounds to apply.
    $55k-85k yearly 3d ago
  • Quantitative analyst- no visas please- 2-5 years exp

    Yoh, A Day & Zimmermann Company 4.7company rating

    Austin, TX jobs

    Please contact Renu Goel ************ ***************** No visa candidates please for this role. USC/GC only Client wont offer relocation Must have Quantitative analysis exp Performs complex (journey-level) fundamental investment research and analysis work. Work involves sourcing, validating, and reconciling investment data from fund managers, custodians, and internal / external systems. Ensure integrity and accuracy of investment data feeds. Other duties include structuring data sets to support analytics, modelling, and reporting efforts. Works under general supervision with moderate latitude for the use of initiative and independent judgment. The Risk Management team is responsible for analyzing and mitigating multiple types of risks across all asset classes, working closely with the investment team. The team is responsible for developing tools, metrics, and processes to understand, monitor and manage the risks in traditional and alternative investment strategies. ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES LIST DUTIES AND RESPONSIBILITIES: APPROX. % OF TIME Actively monitors and controls the portfolio's overall and relative risk by assessing how different factors impact performance, using various risk reports such as asset class exposures, tracking error, Value at Risk (VaR), stress tests, scenario analysis, and liquidity metrics. Provide risk management oversight through quantitative assessment of market exposures through quantitative assessment of market exposures Maintain standardized internal risk reporting 20% Manages and monitors the portfolio information system and associated data, risk system, risk data and information providers. Design and build automated programs for data aggregation, data cleansing, and data transformation as a feed into any risk system as well as for enhanced analytics and formatting for Investment Team Maintain and assist in the design of existing and new module/system implementations of information databases and investment-related systems and software Identifies and interprets patterns and trends, assesses data quality and eliminates irrelevant data. Supports the development of improvements in analytic techniques and capabilities. May include structuring of new data, automating data feeds, monitoring data quality, and reconciling multiple data sources. Automates, audits, and reconciles collections of data provided from various sources, including consulting or coordinating with fund managers, custodians, consultants, internal systems, and third-party contractors. Use and provide quality control on existing and new module/system implementations of information databases and investment-related systems and software 40% Participate in group discussions regarding potential impacts on portfolios. Participate in due diligence of investment managers Assists with developing and maintaining models to give portfolio managers a better understanding of the range and distribution of potential outcomes of investment decisions in different market conditions. Designs, tracks and presents analytics that can be applied and measured consistently across multiple asset classes and investment types. 10% Produces and owns regular reports on portfolio performance, asset allocation, and exposures. Automates and enhances the production of quarterly board books and presentations to executive staff and Board committees. Assists in regular reporting with data acquisition, reconciliation, and normalization. Contributes to the production of regular reports and presentations to executive staff and Board committees. 30% MINIMUM QUALIFICATION REQUIREMENTS Education: Graduation from an accredited college or university with a bachelor's degree in quantitative discipline (Business Administration, Engineering, Math, Statistics, Econometrics, Finance, Economics, or Computer Science) Preferred Education: Master's degree or PhD in quantitative discipline (Business Administration, Engineering, Math, Statistics, Econometrics, Finance, Economics, or Computer Science) Experience: 0-2 years of full-time work experience performing quantitative data analysis or analyzing investment data. General knowledge of risk management principles and practices. Well-versed in analytical and financial applications (e.g. Bloomberg, FactSet, Python, Matlab, VBA, and / or other programming languages (e.g., C++, Gauss, Stata, R, C++, SAS…etc.) Intermediate to Advanced Excel / Power BI skills. Preferred Experience: Experience using risk systems (MSCI HedgePlatform / RiskManager, MSCI Barra, Aladdin, TruView, etc.). Experience in investment data analytics tools / platforms (Backstop, LPAnalyst, Axioma, MSCI Burgiss, eFront, Venn, etc.) Experience using performance systems (Clearwater, Solovis, State Street system, etc.). Knowledge of index families and benchmarking (MSCI, Bloomberg, S&P Global, HFR Database and IndexScope, Barclays Live, Cambridge, Preqin, etc.). LICENSES / CERTIFICATIONS Preferred LICENSES / CERTIFICATIONS: Certification in or working towards certification in one or more of the following: Chartered Financial Analyst (CFA) Chartered Alternative Investments Analyst (CAIA) Financial Risk Manager (FRM) Certificate in Investment Performance Measurement (CIPM) Performs complex (journey-level) fundamental investment research and analysis work. Work involves sourcing, validating, and reconciling investment data from fund managers, custodians, and internal / external systems. Ensure integrity and accuracy of investment data feeds. Other duties include structuring data sets to support analytics, modelling, and reporting efforts. Works under general supervision with moderate latitude for the use of initiative and independent judgment. The Risk Management team is responsible for analyzing and mitigating multiple types of risks across all asset classes, working closely with the investment team. The team is responsible for developing tools, metrics, and processes to understand, monitor and manage the risks in traditional and alternative investment strategies. Estimated Min Rate: $77000.00 Estimated Max Rate: $110000.00 What's In It for You? We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh's network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh's extensive talent community that will provide you with access to Yoh's vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include: Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week) Health Savings Account (HSA) (for employees working 20+ hours per week) Life & Disability Insurance (for employees working 20+ hours per week) MetLife Voluntary Benefits Employee Assistance Program (EAP) 401K Retirement Savings Plan Direct Deposit & weekly epayroll Referral Bonus Programs Certification and training opportunities Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply. Yoh, a Day & Zimmermann company, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Visit ************************************************ to contact us if you are an individual with a disability and require accommodation in the application process. For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh's hiring clients' preferences. To learn more about Yoh's privacy practices, please see our Candidate Privacy Notice: **********************************
    $77k-110k yearly 4d ago
  • Contract Analyst

    Peyton Resource Group 3.5company rating

    San Antonio, TX jobs

    Background in P&C - auto/fire (auto preferred) Data analytics - payment processing. Requirements: Data Analytics Contractual background - negotiating contracts, writing contracts using templates, SLAs P&C background (specifically auto) Payment processing Microsoft Suite
    $42k-64k yearly est. 1d ago
  • Senior Financial Analyst

    Connect Search, LLC 4.1company rating

    Port Saint Lucie, FL jobs

    ***LOCAL CANDIDATES ONLY*** Lead Financial Analyst - RCM FP&A Compensation: $100,000-$110,000 base salary Work Environment: Collaborative, analytical, fast-paced healthcare finance team Overview Our client, a growing healthcare organization is seeking a Lead Financial Analyst - RCM FP&A to provide strategic financial and analytical support to Revenue Cycle Management (RCM) and Order-to-Cash functions, including Customer Service and Referral Management. This role will partner closely with senior leadership to drive financial insight, improve collectability, and optimize revenue performance through deep data analytics. This is a highly visible role for an analytically strong finance professional who enjoys working with large data sets, influencing stakeholders, and translating complex data into actionable business insights. Key Responsibilities Revenue Cycle Management & Analytics (80%) Serve as a finance partner to RCM and Order-to-Cash leadership, providing data-driven insights Analyze large, complex data sets using tools such as Power BI, Power Query, and Excel Develop and report on KPIs related to AR aging, collection rates, denials, audits, bad debt, and payer adjustments Prepare monthly collectability, write-off, denial, and audit reporting Build financial models to forecast and measure the impact of initiatives aimed at improving payments and reducing denials Identify trends, risks, and opportunities and clearly communicate findings to leadership Support SG&A management and efficiency initiatives within the Order-to-Cash function Complete ad-hoc analyses and special projects as requested Financial Planning & Analysis (20%) Support the annual budgeting, monthly forecasting, and close processes Improve monthly OPEX and headcount reporting for the Order-to-Cash organization Assist with ongoing FP&A initiatives and cross-functional projects Qualifications 8+ years of finance experience, including 3+ years in FP&A, Revenue Cycle, reimbursement, or cost analysis within a healthcare environment Bachelor's degree in Finance, Accounting, or related field; MBA and/or CPA preferred Advanced proficiency in Microsoft Excel and Power BI required Strong experience manipulating large data sets across multiple systems Exceptional analytical, financial modeling, and problem-solving skills Ability to partner effectively with senior leadership and communicate complex financial concepts clearly Strong organizational skills with the ability to manage multiple priorities and deadlines Experience with Brightree is a plus Why This Role High-impact, highly visible role supporting core revenue performance Opportunity to influence decision-making and drive measurable financial improvements Hybrid schedule with consistent in-office collaboration Competitive compensation and exposure to senior leadership
    $100k-110k yearly 2d ago
  • Financial Analyst

    Russell Tobin 4.1company rating

    Dallas, TX jobs

    FRESH GRADS Majors in highly Preferred : Business Administration , Finance, Accounting , Economics or Business Management. Job Duration : 6-12 Months Pay rate : $23/hr (Summary of Division) Commodities Operations is a fast-paced, cross-functional division that supports all commodity products (oil, gas, power, metals, etc.) and all market types (physical, financial, cleared). The team designs the processes, controls, and risk-management frameworks that ensure smooth trade execution, new product launches, market entry, and end-to-end operational flow across the firm. Your Impact (Role Purpose Summary) This role requires a strong communicator who can manage operational risk for both physical and derivative commodity transactions. You will work closely with Sales & Trading and multiple internal teams to address issues quickly, mitigate risk, and adapt to a constantly changing workload. The position demands multitasking, attention to detail, and the ability to coordinate across several functions simultaneously. Our Impact (Team Function Summary) The Sales and Trading Services team supports the full commodities business by managing operational risk, ensuring accurate trade lifecycle processing, and partnering with Sales, Trading, Technology, Product Control, Compliance, Legal, and other key groups. The focus is on maintaining controls, resolving issues, and supporting day-to-day trading activity. How You Will Fulfill Your Potential (Responsibilities Summary) Monitor and investigate reporting breaks, process failures, and booking discrepancies. Work with Sales, Trading, and Technology to resolve technical or trade-related issues. Re-engineer processes to reduce risk and improve efficiency. Participate in technology upgrades and regulatory change projects. Continually refine workflows to improve quality, reduce errors, and meet operational targets. Skills - Basic Qualifications Summary Bachelor's degree and 0-3 years of experience, ideally in financial operations. Strong technical aptitude, Microsoft proficiency, and high attention to detail. Skills - Preferred Qualifications Summary Experience in Middle Office, Settlements, Documentation, Commodities, or Trade Support. Strong communication, relationship-building, and problem-solving abilities. Ability to handle pressure, multitask, and anticipate issues proactively. Analytical thinking, organizational skills, project management exposure, and a service-oriented mindset.
    $23 hourly 4d ago
  • Financial Relationship Consultant

    The Intersect Group 4.2company rating

    Southlake, TX jobs

    The Intersect Group is seeking a contract Personal Banker/Teller to work for our direct client and help manage the day-to-day operations of their customer-centric bank branch in the Trinity Groves area. It is a blended Teller + Personal Banker role + Customer Service / outbound calling role for business development Duration - 6 month contract with possible conversion Location: Southlake 76092 (near S Carroll Avenue and E Southlake Blvd) Schedule: Onsite M-F, 8 AM - 5 PM Interview Process: Typically 2 rounds of virtual interviews Qualifications: Minimum of 3 years of customer service/sales experience, with 2+ years' experience in a banking center--including customer service, relationship management and cash handling Experienced in both Teller duties and work in the platform opening new accounts as a Personal/Retail/Relationship Banker Knowledgeable regarding banking products and services including deposits credit cards, CDs, personal/business loans, and ideally other financial services Comfortable with outbound customer calls and has a Sales mindset ; aims to hit new account/credit card goals (may not do much of this as contractor, but would be required for long-term position) Preferred: Bilingual in Spanish preferred; not 100% required Salesforce CRM experience preferred Other skill: Ability to multitask and problem solve in a fast-paced environment to accomplish many tasks efficiently and timely Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements Proven customer service skills Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word) Excellent communication skills, both verbal and written, with the ability to speak concisely Must be team-oriented Ability to be influential and establish positive working relationships across the organization with various stakeholders Knowledge of legal entity documentation preferred Strong attention to detail and accuracy Strong phone communication skills Responsibilities: Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank Proactive customer outreach that is aligned to our high touch / engagement model Proactive phone calls to both existing and prospective customers Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects. Handle all banking transactions, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to deposits, withdrawals, wire transfers, etc. Open accounts for new walk-in; coordinate legal account documentation to ensure compliance with all relevant banking regulations. Assist in community awareness events to increase bank outreach and foster new business opportunities. Assist management with various operational duties and responsibilities. Abide by Bank policies, procedures, and regulatory compliance guidelines. May be asked to provide Saturday Banking Support
    $75k-106k yearly est. 3d ago
  • Yardi Financial Systems Analyst

    Motion Recruitment 4.5company rating

    Dallas, TX jobs

    Direct-Hire Seeking a Financial Systems Analyst with experience with Yardi financial software and a strong accounting background for a direct hire opportunity with our healthcare industry client based in Dallas, TX. The Yardi Financial Systems Analyst will serve as the primary technical point of contact for Yardi financial software across the company. Provide troubleshooting, support, training and recommendations related to Yardi financial modules. What you will be doing: Collaborate with business users to identify, understand, and solve challenges related to the Yardi financial system Ensure software usage and business process efficiency and effectiveness throughout the organization Participate in the testing and implementation of periodic system upgrades for new plug-ins, hot-fixes and Voyager releases along with the Business Systems Team Support the successful onboarding and offboarding of Communities for the company's Yardi platform Solve helpdesk inquiries related to Yardi module errors or general Yardi questions/issues. Provide outstanding customer service. Alert management of any irregularities or issues including timely integrations Required Education and Experience: BS in Computer Science, MIS, Accounting, Finance or related field. 3+ years of experience with technical troubleshooting and user support. Must have 2 years of Yardi experience and strong knowledge of Yardi Voyager 7S required General Accounting knowledge required, strength in General Ledger, Accounts Payable and Reconciliation Muti-family real estate experience preferred Experience in a publicly traded company preferred Strong analytical and problem-solving skills with high attention to detail High level of interpersonal and written communication skills Expert in Microsoft Excel, ERP systems Skill/ knowledge requirements: Business Acumen - Understands how the business works; knows the competition; knowledgeable in current and possible future policies, practices, trends, technology; and financial acumen affecting his/her business and organization. Customer Focus: - Uses data information to improve service and acts with customer in mind. Drive for Results - Can be counted on to exceed goals successfully. Steadfastly pushes self, partners, and others for results. Able to define, measure, and report meaningful measures of service and process effectiveness. Process Management - Implements, operates, designs and improves processes to aid the business in reducing costs or making operations more efficient. Vendor Management - Able to develop relationships and define processes and services with vendors. Able to develop metrics that measure the value contributed by partners and hold them accountable for results. Planning and Organization - Sets objectives and goals; breaks down work into the process steps; anticipates and adjusts for problems and roadblocks. Can gather resources (people, funding, material, support) to get things done. Use resources effectively and efficiently. Has a strong attention to detail. Peer Relationships - can quickly find common ground and solve problems for the good of all. Can represent his/her own interests and yet be fair to other groups. Can solve problems with peers with a minimum of noise. Encourages collaboration and is effective at owning a process that spans groups of stakeholders. Decision Quality - Makes good decisions based upon a mixture of analysis, wisdom, experience, and judgment. Most of his/her solutions and suggestions turn out to be right over time. Sought out by others for advice and solutions. Presentation and Communication Skills - Effectively communicates with clarity and conciseness both inside and outside the organization; commands attention and can manage group process during the presentation; can change tactics midstream when something isn't working. You will receive the following benefits: MRP Consultant Benefits Medical Insurance - Four medical plans to choose from for you and your family Dental & Orthodontia Benefits Vision Benefits Health Savings Account (HSA) Health and Dependent Care Flexible Spending Accounts Voluntary Life Insurance, Long-Term & Short-Term Disability Insurance Hospital Indemnity Insurance 401(k) Paid Sick Time Leave Legal and Identity Protection Plans Pre-tax Commuter Benefit 529 College Saver Plan Motion Recruitment Partners (MRP) is an Equal Opportunity Employer. All applicants must be currently authorized to work on a full-time basis in the country for which they are applying, and no sponsorship is currently available. Employment is subject to the successful completion of a pre-employment screening. Accommodation will be provided in all parts of the hiring process as required under MRP's Employment Accommodation policy. Applicants need to make their needs known in advance.
    $67k-94k yearly est. 2d ago
  • Contract Analyst

    Peyton Resource Group 3.5company rating

    Plano, TX jobs

    Background in P&C - auto/fire (auto preferred) Data analytics - payment processing. Requirements: Data Analytics Contractual background - negotiating contracts, writing contracts using templates, SLAs P&C background (specifically auto) Payment processing Microsoft Suite
    $43k-64k yearly est. 1d ago
  • Security Operations Center Analyst

    Tekstream Solutions 4.5company rating

    Atlanta, GA jobs

    Splunk SOC Analyst 1, 2 and 3(on-call, as needed for shift coverage ) US Citizenship Required. We are seeking Security Operations Analysts, Tier 1, 2 and3 - flex resources to fill-in for our full-time staff, as needed for shift coverage in our 24x7 SOC operations. This is ideal for someone working a full-time job who is looking to pick up extra shifts. Potential shifts are as follows: Weekdays (M-F): 1st shift 8 am-4 pm 2nd shift 4 pm -12 am 3rd shift 12 am-8 am Weekends (Saturday/Sunday-starts Friday at midnight): 4th shift: 12 am -12 pm 5th shift: 12 pm -12 am-hands over to 3rd shift Sunday night/Monday morning ______________________________________________________________ The SA3 is the final level of internal escalation for incident response on the MDR Operations team. As a Security Analyst Level 3 in the TekStream Managed Detection and Response (MDR) environment, they act as a liaison between security operations and engineering to advance our practice and drive us towards growth. There is a particular emphasis on the ability to identify Indicators of Compromise (IOC) and correctly recommend remediation; productively, efficiently, and with a high degree of accuracy. This core skillset is extended to include the guidance of SA2 and SA1 incident response. Related is the ability to leverage the technologies that are central to the TekStream MDR solution. Role Responsibilities Lead the response to escalated security incidents, providing advanced analysis and mitigation strategies. Mentor and guide SA2 and SA1 in incident response procedures and techniques. Conduct in-depth analysis of security incidents to understand the root cause and impact. Collaborate with cross-functional teams to coordinate and execute incident containment and eradication. Communication of threats and recommended remediation with customer Points of Contact (POC). Develop and maintain incident response playbooks to ensure consistency in handling incidents. Assist in the continuous improvement of security monitoring and detection capabilities. Participate in on-call rotations to provide 24/7 incident response support. Conduct post-incident reviews to identify lessons learned and areas for improvement. Stay abreast of the latest cybersecurity threats, vulnerabilities, and industry best practices. Work closely with customers and internal teams to provide expert guidance on security-related matters.
    $37k-57k yearly est. 4d ago
  • BI Analyst

    Inceed 4.1company rating

    Houston, TX jobs

    BI Analyst Compensation: $100,000 - $110,000 annually, depending on experience Inceed has partnered with a great company to help find a skilled BI Analyst to join their team! Join a dynamic team focused on transforming data into strategic insights. As a BI Analyst, you will be pivotal in creating and optimizing BI solutions using the Microsoft SQL Server BI Stack. This role offers an exciting opportunity to work across the organization, designing data models and visualizations that drive business decisions. Be part of a forward-thinking company that values data-driven strategies. Key Responsibilities & Duties: Design and develop reports using Power BI Collaborate with stakeholders to deliver insights Analyze large datasets to identify trends Ensure accuracy and integrity of data Maintain and improve existing critical reports Stay updated on industry trends and technologies Required Qualifications & Experience: Bachelor's degree in relevant field or equivalent experience Proficiency in Microsoft data analysis tools Strong ability to interpret complex data Minimum 3 years in business intelligence or data analytics Experience in Agile methodology Nice to Have Skills & Experience: Experience with cross-functional collaboration Focus on continuous learning in data analytics Perks & Benefits: This opportunity includes a comprehensive and competitive benefits package-details will be shared during later stages of the hiring process. If you are interested in learning more about the BI Analyst opportunity, please submit your resume for consideration. Our client is unable to provide sponsorship at this time. We are Inceed, a staffing direct placement firm who believes in the possibility of something better. Our mission is simple: We're here to help every person, whether client, candidate, or employee, find and secure what's better for them. Inceed is an equal opportunity employer. Inceed prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. #IND #MON
    $100k-110k yearly 3d ago
  • Derivatives Analyst

    The Planet Group 4.1company rating

    Houston, TX jobs

    Contract length: 7 months Schedule: Onsite 3 days per week Key Responsibilities:Operations Provides timely and accurate business support for all derivative trade activity, life cycle management, and settlements including third-party messaging to custodians, fund accounting agents and other interested parties Affirms/Confirms trades utilizing various internal and external applications. Monitors various technology applications ensuring all trade flow activities are processed accurately and timely throughout the derivative trade lifecycle Liaises with front office, brokers, custodians, vendors, clients, and internal departments to resolve any derivative trade, lifecycle, and reporting related issues or inquiries. Monitors, troubleshoots, and resolves all trade fails Performs oversight of vendors for any out-sourced derivative activities and processes, including trade capture, confirmation, settlement, variation margin, reporting and collateral Utilizes internal, custodian, fund accounting, and other third-party systems to resolve inquiries and exceptions Supports internal and external projects, testing, regulatory reporting requirements, client and audit requests Maintains and updates all respective procedures and adheres to standard archiving policies Industry/Regulation Expected to participate in and continually develop an understanding of the derivative industry, technologies, and regulatory environment. Attend internal service, committee and working group meetings as required Work Experience / Knowledge: Must have at least 1-3 years working experience in the investment industry Working knowledge of exchange traded (ETD), cleared, and over the counter (OTC) derivatives, collateral, and life cycle events Skills / Other Personal Attributes Required: A Bachelor's Degree in accounting, economics, finance, math or related field or a combination of education, training and industry experience that provides the required knowledge and skills Interpersonal and relationship skills necessary to maintain productive relationships and interact effectively with a variety of individuals, teams, and vendors across different business functions Ability to work and collaborate in a team environment, demonstrate problem-solving skills and an attention to detail Must demonstrate the ability to make quick decisions, establish priorities and at times work in a fast-paced environment. This includes the ability to handle time critical situations while meeting deadlines Must have the ability to analyze numerical data, including a working knowledge of Microsoft Excel and PowerPoint, and be able to work within a continuous process improvement culture A willingness to continue professional development and industry relevant training
    $59k-88k yearly est. 2d ago
  • Senior Technical Accountant

    Kellymitchell Group 4.5company rating

    Houston, TX jobs

    Our client is seeking a Senior Technical Accountant to join their team! This position is located in Houston, Texas. Support external financial reporting and corporate accounting activities, ensuring accuracy and compliance across multiple global processes Assist in accounting and internal control functions related to share-based compensation, bonus plans, global compensation programs, foreign currency, intercompany transactions, lease accounting, derivative accounting, and other centralized accounting areas Conduct technical accounting research and prepare clear documentation for complex transactions, new accounting standards, and ad hoc technical inquiries Serve as a technical accounting resource to regional accounting teams, revenue accounting, and global shared services, helping evaluate and resolve complex accounting issues Oversee valuation-related efforts, including goodwill impairment testing, merger and acquisition transactions, share-based awards, derivatives, and other key valuation processes Review and support the preparation of quarterly and annual financial reporting packages, investor and lender presentations, and disclosures-aligned with SEC-level standards and future IPO readiness Coordinate the preparation and analysis of financial statements, footnotes, management's discussion and analysis, EBITDA reporting, and related disclosures, collaborating closely with legal, finance, and other cross-functional teams Ensure accuracy and completeness of reporting materials by reviewing documentation, gathering information from stakeholders, and supporting the overall reporting cycle Desired Skills/Experience: Bachelor's degree in Accounting required CPA required 8+ years of progressive experience in technical accounting and financial reporting Big 4 public accounting experience highly preferred, especially candidates who have reached Senior Manager level Extensive experience in SEC financial reporting, technical accounting, and financial controls within a public company or public accounting environment Expert-level GAAP knowledge and strong technical research abilities suited for a complex, global organization Proficiency with financial systems Experience with Oracle and OneStream is highly preferred Ability to partner with senior leadership, clearly document technical positions, and confidently present and defend accounting conclusions Strong leadership, analytical, and organizational skills, with proven ability to manage multiple priorities under tight deadlines Thrives in a fast-paced, hybrid work environment and upholds a high standard of confidentiality Benefits: Medical, Dental, & Vision Insurance Plans Employee-Owned Profit Sharing (ESOP) 401K offered The approximate pay range for this position is between $38.00 and $55.00. Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums.
    $38-55 hourly 23h ago

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