Finance Analyst jobs at Broadridge

We are looking for an experienced Business/QA Analyst with strong exposure to Investment Banking, Market Risk, and Credit Risk domains. The ideal candidate will work closely with business stakeholders, risk teams, and technology teams to gather requirements, design solutions, and perform end-to-end quality assurance for risk and trading platforms. Key Responsibilities Business Analysis Work with Market Risk, Credit Risk, and Front Office teams to gather, analyze, and document business requirements. Translate complex risk and regulatory requirements into functional and technical specifications. Support the design and enhancement of risk management systems, pricing tools, and trading platforms. Perform impact analysis for regulatory changes (Basel III/IV, FRTB, IFRS9, SA-CCR, etc.). Support data mapping, data lineage, and validation across risk and trading systems. Collaborate with quants, risk managers, and technology teams on model changes, risk metrics, and calculation engines. Quality Assurance Develop test strategies, test plans, and detailed test cases for risk and trading applications. Perform functional, integration, regression, and UAT testing. Validate Market Risk metrics (VaR, SVaR, Sensitivities, Stress Testing, Greeks) and Credit Risk metrics (EAD, PD, LGD, RWA). Conduct data quality checks on trade data, market data, and reference data. Document defects, track resolution, and ensure high-quality delivery. Required Skills & Experience 6-10+ years of experience as a Business Analyst, QA Analyst, or hybrid BA/QA in Investment Banking or Capital Markets. Strong understanding of Market Risk concepts (VaR, Greeks, PnL, Stress Scenarios, Sensitivities). Knowledge of Credit Risk (Counterparty Credit Risk, Exposure calculations, RWA, SA-CCR). Experience with risk platforms (e.g., Murex, Calypso, Summit, Axiom, or in-house systems). Strong SQL skills for data analysis and validation. Experience working with agile methodologies and Jira/Confluence. Ability to work with large datasets and perform detailed analysis. Strong documentation, communication, and stakeholder-management skills.

Our client is looking for a skilled Salesforce CRMA Developer - Roseland, NJ 07068 (Hybrid). If you're interested, I'd love to chat more about this position and how it could be a great next step for you. Let me know if you have some time to connect! Or can connect @ below signature Title: Salesforce CRMA Developer Location: 1 ADP Blvd., Roseland, NJ 07068 (Hybrid 3 days/Week) Duration: 12 months Contract to Hire We are seeking a CRMA Developer with a strong technical background and extensive understanding and experience in databases and analytical tools. Candidates need to have done CRMA Architecture work. not just dashboard development. They need to have setup analytics in Salesforce Responsibilities: Design, develop, and deploy robust and scalable Salesforce CRMA dashboards, datasets, lenses, recipes and dataflows. Extract, transform, and load (ETL) data from various sources (Salesforce objects, external databases, APIs) into CRMA datasets using dataflows, recipes, and connectors. Develop and optimize SAQL (Salesforce Analytics Query Language) queries for efficient data retrieval and scalability. Integrate CRMA with other Salesforce clouds and external data sources. Implement best practices for data modelling, governance, and security within the CRMA platform. Implement security predicates and sharing rules to ensure data privacy and access control within CRMA. Troubleshoot and resolve issues related to CRMA dataflows, dashboards, and performance. Stay up-to-date with the latest Salesforce CRMA features, best practices, and industry trends. Required Skills & Qualifications: 8+ years of experience as a Salesforce Developer with a strong focus on CRMA (Tableau CRM/Einstein Analytics) or any other Business Intelligence Tools e.g. Tableau, Power BI, Cognos Analytics etc Proficiency in CRMA dataflows, recipes, SAQL, and XMD. Strong understanding of Salesforce platform administration and data warehousing concepts. Preferred: Salesforce CRMA & Discovery Consultant certification is a significant plus.

As a member of the FP&A team and based in our St. Charles, MO office, the Financial Analyst's primary objectives will be to generate reporting for leadership and perform analytics to identify key drivers impacting performance across the organization. Responsibilities: Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately Develops integrated revenue/expense analyses, projections, reports and presentations Prepare financial reports for senior management as requested Compiles and analyzes financial information to identify trends, drive change and assess performance and continuously works to improve and refine metrics as needed Develop & maintain financial models for budgeting, forecasting & long term planning Perform variance analysis from actual results and the forecast Develops strategies to communicate complex financial information to others through the use of data visualizations and prepares these presentations as requested; explains complex financial information in non-complex terms Provide support to various parts of the business as required Preferred Qualifications: Bachelor's degree in Accounting, Finance, Business Administration, Supply Chain, or related field. 0-2 years of relevant experience (internships/co-ops welcome). Intermediate proficiency in Microsoft Excel and Microsoft Office; eagerness to learn new tools/systems. Effective communication and presentation skills. Strong organizational and prioritization skills; comfort in a fast-paced environment. Demonstrated analytical/quantitative capability and critical/creative problem solving with imperfect information. Growth mindset; curiosity and eagerness to learn. required skills and abilities: Quantitative modeling skills Critical thinking - analytical problem solving skills Creative thinking - dealing with imperfect information Presentation skills - ability to explain and support proposals to internal and external stakeholders about distribution management Distribution Management is a national fulfillment and distribution provider specializing in automated order handling, fulfillment, and shipping of consumer package goods. DM is able to reach 99% of the U.S. within two days from its four strategically located distribution centers. An order accuracy rate of 99.9% is reflective of the operational excellence and efficiencies that have resulted from significant investment in technology and a dedicated IT development staff specializing in integration, automation, and real-time reporting. Visit ************************ to learn more.

About the Role We are seeking an IT Planning & Analytics to lead initiatives that optimize cloud investments and enhance IT cost transparency. In this role, you will design and implement cost management frameworks, ensuring efficient and cost-effective use of public cloud resources. You will also mature the IT Cost Transparency module in Apptio and play a key role in technology budget governance, planning, and forecasting. What You'll Do Prepare and analyze public cloud forecasts and budgets; monitor financial performance and recommend optimization strategies. Apply the FinOps framework to maximize business value from cloud investments, collaborating with business, engineering, and finance teams. Design, configure, validate, and maintain cloud transparency and total cost of ownership (TCO) reporting. Model complex business problems, uncover insights, and identify opportunities using data mining and visualization techniques. Participate in budget and forecast reviews to ensure consolidation and rationalization. Perform additional duties as assigned. Minimum Qualifications Bachelor's degree in Information Systems, Business Management, Finance, or related field. 8+ years of relevant experience in IT financial analytics or technology business management. Hands-on experience with FinOps and cloud cost modeling. Strong analytical and problem-solving skills with advanced proficiency in MS Excel. Excellent communication and presentation skills. Preferred Qualifications MBA or graduate-level coursework. Experience in highly regulated industries (e.g., capital markets). Certifications such as FinOps Certified Practitioner, AWS Certified Cloud Practitioner, or TBM certifications (CTBME, RTBMA, ETBMA). Familiarity with tools like Apptio One, Cloudability, CloudHealth, AWS Cost Explorer, and AWS QuickSight. Technical Skills Expertise in IT cost modeling and cloud financial management. Strong data transformation and visualization capabilities. Ability to identify insights and opportunities through advanced analytics. Salay: $135-$155k + bonus

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.

Data Center Operations Analyst - MVS / ZOS - Tivoli Workload Scheduler This role is onsite in Weehawken., NJ We can provide some relocation support, if you are not local. Schedule information: 12 hour “quad” (3 on 3 off/4 on 4 off) shifts (Nights and/or Days). 16 week rotation from front half to back half of week. Weekends (Saturday and/or Sunday) and Holidays required as per Shift Schedule. The DC Ops Analyst is responsible for system monitoring, production batch monitoring, workload throughput as well as batch and system task abend recovery for internal and external client MVS / ZOS / VM/VSE environments. Primary Tools : TIVOLI WORKLOAD SCHEDULER - TWS / IWS / OPC, BMC Ops AMI, zCAM, Mainview, Control-D, Mainframe Console & HMC (Must) Ticketing Tools : Service Now / ATLAS REQUIRED QUALIFICATIONS Typically requires a Bachelor's degree and a minimum of 2 years of related experience; or an advanced degree without experience; or equivalent work experience Experience in IT and with Data center system monitoring. Knowledge and recent experience with mainframe (TSO, SDSF, TWS, QuickRef) and server scripts (read & code Midrange/Distributed/NDM/File Transfer server knowledge) Proficient in MS Office (Excel, Word, and Outlook) Strong written / verbal Communication skills ITSM Concepts - Incident/Change/Requests/ SLAs Analytical and Critical thinking skills Key Areas of Focus for this Role Monitor and manage internal and external MVS zSeries and VM/VSE environments to ensure production processing meets internal and external client agreed service levels and requirements. High level of interaction with internal and external customers requires effective and professional communication. Complete daily shift turnover and customer checklists associated with assigned client environment. Along with written shift turnover, verbal turnover must be facilitated. Thoroughly document deviations within company's designated Incident Management tool, reflecting clear and tangible details surrounding each incident. Properly escalate all events or incidents that may impact our ability to meet agreed service levels. Ensure system IPL, maintenance and backup processes are successfully performed according to predetermined schedule and per established procedures. Ensure all operations related changes are properly documented and approved in company designated Change Management tool prior to Follow-up and close completed changes with valid and meaningful data. Adhere to company documented processing procedures for internal and external clients, as well as suggesting and requesting updates and improvements as needed to internal Operations SharePoint documentation repository. Organize tasks to work independently. Hands and feet support as required. Perform additional duties as assigned or designated by Operations management. The anticipated hourly rate range for this position is ($25.00-35.00), during the contract period. Actual hourly rate will be based on a variety of factors including relevant experience, knowledge, skills and other factors permitted by law. A range of medical, dental, retirement and/or other benefits are available after a waiting period.

Job Title: Payroll Analyst Pay Rate: $55/hr on W2 Duration: 03 Months (Possibility of Extension) Payroll Processing Perform payroll data entry, validation checks, and reconciliations Manage standard employee queries (tax documents, payslips, corrections, changes) Support input gathering from HR, managers, and time-tracking systems Case / Ticket Management Own Tier 1 cases in the ticketing system Escalate Tier 3 (complex) cases to Regional Leads when necessary Maintain accurate case-resolution notes and service quality Reporting & Documentation Prepare payroll reports and statutory returns under the Regional Lead's supervision Maintain SOPs and update knowledge retention Continuous Improvement Participation Propose and test small process enhancements Support rollout of new tools, templates, and process change Compliance Support Assist with internal and external audits by preparing required materials Perform routine checks Requirements Workday experience CloudPay experience U.S. payroll experience Bachelor's degree in Business

Job Requirements • Bachelor's in business, marketing, or finance or similar is required • 2+ years of relevant business experience in the field of pricing or finance • Experience working with a pricing software (PROS, Vendavo or similar) is a nice to have • Strong leadership, project management, analytical skills with the ability to influence people at different levels across the organization • Strong communication (verbal, written, presentation) skills • Very good business acumen, results-driven, self-motivating and hands-on approach • Creative problem-solving skills and great attention to details Job Responsibilities • Member of the regional pricing team to shape and implement the pricing strategy within the General Maintenance & Manufacturing Strategic Business Unit of Adhesive Technologies • Support all pricing related topics, ensure pricing governance, and manage pricing processes • Monitor pricing performance with reviews on pricing, cost, and identification of outliers in close collaboration with category & product management teams • Review and resolve pricing deductions, inquiries, and requests in a timely manner • Support coordination of Contract-Through-Distribution (CTD) rebate process; working with CTD processors, Distributors, and sales personnel to minimize errors and create proactive solutions to develop best-in-practice rebate management process • Handle all issues with the quotation process and coordinate resolution of issues related to the pricing tool, from user access to troubleshooting

Role:- SAP FICO, FM, and PS SME **Currently Remote but can change to hybrid. Only candidates 1.5 hours or less from Middletown, PA will be considered** The selected candidate will perform a variety of support duties, including: • Serve as SME for Finance, Funds Management, and Project Systems process for supporting the current systems as well as supporting the implementation of any new S/4HANA-based financial enterprise software system, application, processes or procedures as part of the SMART project. This includes integration with other SAP modules and other related PTC systems. • Serve as an IT point of contact and subject matter expert for Finance, Funds Management, and Project Systems related activities, coordinating with project, system integrator, and business resources as needed. • Partner with the system integrator, internal IT, and the business finance teams to provide configuration, development, testing or other required support for PTC financial systems. • Quickly adapt and learn PTC's current As-Is Finance, Funds Management, and Project Systems processes to facilitate mapping these processes to the To-Be processes in the SMART project. • Work with the system integrator, internal IT, and the business finance teams to support the implementation of any new or enhanced processes or reporting capabilities. • Support, develop, and document changes in Finance, Funds Management, and Project Systems processes in the current ECC and future S/4HANA environments as needed. • Support data profiling, cleansing, reconciliation, testing, and validations of master and transactional data in support of project activities. • Assure modifications and upgrades are thoroughly and successfully tested and documented. • Partner with the system integrator, internal IT, and business teams to support reporting and analysis of financial and project systems information. • Assist project team in identifying Finance, Funds Management, and Project Systems related training needs, including initial training for new users, training on new processes or training to groups on specific functionality in the S/4HANA environment, etc. • Assist in troubleshooting and resolving issues in the current ECC environment and provide support during cutover and post-go live in the S/4HANA environment. • Support best practices for system and process change management and business practice documentation. Minimum Experience • At least 10 years of experience in configuring and supporting SAP ECC 6.0 and S/4HANA Finance, Funds Management, and Project Systems. • At least 2 implementation project experience in configuring S/4HANA Finance, Funds Management, and Project Systems. • Extensive knowledge and experience with SAP Finance and Controlling components with a strong understanding of the related end to end business processes • Strong knowledge and deep experience working with Project Systems components of SAP, ideally using both ECC and S/4HANA. • Experience with month-end and year-end financial processes in SAP ECC 6.0 and S/4HANA • Experience participating in process discovery and design workshops to develop and deliver SAP Finance, Project Systems and Funds Management solutions, ideally using SAP S/4HANA. • Candidates must have thorough understanding of end-to-end business, data, and transaction processes. • Experience developing, reviewing, and editing design documents (functional design, technical design, testing, etc.) as well as training material (process documents, job aids, etc.) as needed. • Understanding of financial procedures, policies, and regulations for public agencies. Desired Skillset • Experience with real time and batch integration between SAP ECC 6.0 AND S/4HANA and other systems and vendors for finance related processes. • Experience in Background job processing in SAP ECC 6.0 and S/4HANA for finance related processes. • Experience in handling postings for various forms of payments such ACH, and Check and real time payments including digital payments processed in SAP • Experience in integrating SAP ECC 6.0 and S/4HANA with external systems and banks. • Experience with Integrations to and from Microsoft Dynamics • Experience as a user with ServiceNow and Microsoft Azure DevOps (ADO) • Experience with planning and executing migrations from ECC to S/4HANA • Experience developing, documenting, and reviewing test scenarios, cases, scripts, and results as well as conducting hands on testing in ADO if necessary. • Experience with planning and executing brownfield migrations from ECC 6 to S/4HANA including supporting migrations to cloud-based S/4HANA environments and transitions from SAP GUI to Fiori. • Experience developing, documenting, and reviewing test scenarios, cases, scripts, and results as well as conducting hands on testing in ADO if necessary. Certifications / Education • Bachelor's degree in business management or information systems. Equivalent combination of education and/or experience may be accepted. • Certifications in S/4HANA Finance, Funds Management, and Project Systems are strongly preferred Engagement Requirements • Candidate's location is preferred to be within the Continental United States. • The work location will be virtual/remote until further notice. When required to be onsite, the work location will be at either PTC's Central Administration Building located at 700 South Eisenhower Boulevard in Middletown, PA, or PTC's Turnpike Industrial Park location located at 2850 Turnpike Industrial Drive, Middletown, PA. • In-person interviews or work sessions with stakeholders will be conducted at the PTC facilities in Middletown, PA. • Overtime requests always need to have prior approval of Project Principal with the rightful reasons for overtime. • This position is primarily remote; however, this position may require reporting to the commission headquarters during key phases of the project - Solution Confirmation, Program Increment Cycles (PI), Showbacks, System Integration Test Cycles (SITs), User Acceptance Test (UAT), Go-Live, Immediately Post- Go-Live (Hypercare). The PTC will provide the onsite requirements when onsite is required. • Any assigned PTC Equipment must be picked up in-person, by the resource, at the PTC's Middletown, PA office. Travel costs associated with picking up this equipment will not be reimbursed. • Remote connectivity: computer equipment and access to required administrative services and facilities will be provided to vendor resources as required. Computer equipment for use while engaged with the Turnpike may include a laptop, iPad or other tablet device, laptop bag, monitors, wireless keyboard, mouse, or other equipment as required to perform job functions. When an engagement ends, all equipment issued to the vendor resource must be returned to the PTC within 2 weeks of the resource being offboarded. All equipment shall be returned to the PTC in good working condition. The Prime Contractor will be invoiced for any unreturned equipment or equipment damaged beyond reasonable wear and tear. • No additional compensation for any travel required, if the resource is based within a 3-hour commuting distance. The rate is inclusive of any travel costs. • Travel expenses submitted for reimbursement must adhere to federal GSA guidelines governing hotel, mileage, and meals per diem rates, and must include appropriate expense documentation (receipts). GSA Guidelines are available at: *********************************************************************************** • Vendors are responsible for providing complete and accurate information and correctly completed forms for on-boarding resources. The vendor should allow a minimum of five to seven business days to fully on-board new resources. Vendor resources must: • Complete the consultant onboarding spreadsheet provided by the PTC. • Sign the PTC's “Acceptable Use of Commission Technology Resources” (Policy 8.01) and the Non-Revenue Card Application Use Agreement for door access. • Provide a contact phone number and a current professional photo. • Must provide a copy of the results of a Pennsylvania Access to Criminal History - Record Check Certification (ePATCH) of the selected candidate dated after the release date of the Statement of Work. • Provide a copy of the results of a National Criminal Check. • If vendor resources will manage or access PTC systems and/or data for the Commission, they must sign a non-disclosure agreement (NDA), which must also be approved and signable by their PTC supervisor. • The PTC IT Department has established the following guidelines while working virtually and the vendor resource is expected to follow them: • Use cameras during meetings. • Maintain a professional appearance when in meetings and on camera. • Resources must be available to come to the PTC work location within 3 hours in case of an emergency. • The vendor-provided resource is expected to be on-site as needed for planned implementations or system issues (when required) with advance notice given when possible. • Resources must abide by all published IT Standards, including those published publicly at *************************************

Macdonald & Company are proudly partnered with a global Private Equity Real Estate firm to appoint an Investment Analyst or Associate from an Investment Banking background. The firm are a global investor and developer of commercial real estate, with their headquarters based in Phoenix, Arizona. They have $1.8B in AUM across their investments that include Multifamily Apartments and Industrial Properties. The Role The Analyst/Associate will play an integral role in shaping investment decisions, diving into complex real estate opportunities and translating data into actionable insights. This is a hands-on position for someone who thrives in a fast-moving environment, enjoys problem-solving, and takes pride in producing polished, accurate work. Key Responsibilities Support senior investment professionals with sourcing, assessing, and tracking investment opportunities across diverse real estate asset types Build and maintain financial models and cash-flow projections Draft investment summaries, offering packages, marketing collateral, and other materials required for transactions Work closely with internal groups such as asset management and accounting to support deal execution Conduct market research and keep internal databases updated with relevant economic and real estate metrics Qualifications Investment Banking background as an analyst or associate Familiar with financial modeling concepts (IRR, DCF, NPV) and capable of advanced quantitative analysis Strong proficiency in Excel, Word, and PowerPoint Exceptional written and verbal communication skills for interaction with internal teams and external partners Highly organized, able to manage multiple priorities, and equipped with strong analytical capabilities and meticulous attention to detail Self-starter with solid problem-solving abilities

Macdonald & Company is partnered with a global real estate investment platform to hire an Analyst for its West Coast industrial portfolio. This position is based in Los Angeles and provides broad exposure to asset management, leasing analysis, valuations, underwriting, and portfolio strategy across a large logistics footprint. Role Summary The Analyst will support asset managers on leasing work, financial modeling, annual planning, and quarterly reporting, while also collaborating with investments, development, fund operations, and research teams. This is a strong entry-level to early-career role for someone seeking hands-on experience across the full industrial lifecycle. Key Responsibilities Support the leasing process by analyzing prospective deals, tenant economics, and financial impact. Review third-party valuations and build internal value assessments. Conduct quarterly financial reviews including rent roll analysis, operating metrics, and Argus-based cash flow forecasting. Build and maintain pro formas, underwriting models, return analyses, and sensitivity scenarios in Excel and Argus. Assist with annual budgeting, including leasing assumptions, capital planning, and expense forecasting. Provide analytical support to cross-functional teams covering investments, development, fund/portfolio operations, and research. Contribute to various initiatives that may include acquisitions, development pipeline evaluation, market studies, and portfolio reporting. Qualifications Bachelor's degree in real estate, finance, or a related field. One to two years of relevant real estate or financial analysis experience preferred. Demonstrated interest in industrial/logistics real estate. Argus proficiency required; familiarity with VTS is helpful. Advanced Excel and PowerPoint skills with strong analytical capability. High attention to detail, organization, and data accuracy. Strong communication skills and ability to work collaboratively within a team environment.

Our medical services client, in partnership with CV Resources, seeks a talented Senior Financial Analyst to join their Finance and Accounting Team. The Senior Financial Analyst will support a rapidly growing FP&A team and play a key role in budgeting, forecasting, modeling, and performance analytics. This is a highly technical, Excel-driven role ideal for an analytical “up-and-comer” with strong modeling capabilities, comfort with large data sets, and experience supporting multi-location businesses. You will have the opportunity to report directly to the head of the FP&A department. Job Title: Senior Financial Analyst (our client will consider talented Financial Analysts) Location: Long Beach, California Job Status (direct hire, consulting, consulting with possibility of hire) - This role is a direct hire role. Job Site Status (onsite/hybrid/remote) - Our client has a hybrid job site status of One Onsite Day per Quarter Compensation - Salary range is $95,000-$115,000 per year + a bonus component based on individual and company performance. RESPONSIBILITIES OF THE SENIOR FINANCIAL ANALYST Financial Planning and Analysis (FP&A) - Budgeting and Forecasting Develop and maintain monthly and quarterly forecasts, identifying trends, risks, and opportunities. Perform variance analysis to compare actual results against forecasts and budgets, providing actionable insights. Support long-range financial planning and scenario modeling to guide strategic business decisions. Financial Planning and Analysis (FP&A) - Data Analysis Gather data from diverse sources (ERP, POS, and other platforms) Integrate data. Analyze data using Business Intelligence (BI) tools. Present proposals based on data analysis. Financial Planning and Analysis (FP&A) - Data Maintenance Track performance metrics to measure business performance. Generate ad hoc analysis and financial reporting. Financial Planning and Analysis (FP&A) - Budgeting and Forecasting Support long-range financial planning and scenario modeling to guide strategic business decisions by updating data. Assist the Head of FP&A in leading annual budget, reforecasts, and long-term plans in both corporate and sales and marketing budgets. Process Improvements Identify opportunities to streamline financial processes, improving efficiency and reporting accuracy. Support financial system upgrades and automation initiatives to enhance reporting capabilities. Ensure internal controls and compliance with financial policies and best practices. Assist in the development of financial tools and models to support decision-making. Miscellaneous Accept all relevant tasks as given by upper management. QUALIFICATIONS OF THE SENIOR FINANCIAL ANALYST Required Bachelor's degree in accounting, finance, or a comparable major. 3+ years of true FP&A experience (financial modeling, budgeting, forecasting, variance analysis) Proficient understanding of Key Performance Indicators (KPI's) Multi-site / multi-location industry experience Preferred MBA Experience working in Private Equity-backed environments. Three (3) statement model experience (income statement, balance sheet, and cash flow statement) into one dynamically connected financial model. SKILLS OF THE SENIOR FINANCIAL ANALYST Required Technical Advanced Excel Financial modeling, budgeting, forecasting Ability to build models entirely from scratch (not just maintain/update) Large data-set interpretation Interpersonal Executive presence. Superb analytical and critical thinking skills. Diligence and accuracy. Impeccable communication skills. Inquisitive Preferred Technical Power BI or Tableau or Planful or equivalent program For further information, submit your resume to Mark@CVRStaffing.com. All inquiries will be kept in the strictest confidence.

Our client is currently seeking a Cloud Financial Analyst Full time Direct hire Hybrid to downtown Chicago (3 days a week onsite) The ideal candidate will have a strong background in technology management and IT financial analytics, playing a key role in governance for technology budget planning and forecasting. Responsibilities Prepare and analyze public cloud forecasts and budgets; monitor financial performance and recommend optimization strategies. Design, implement, and monitor financial infrastructure metrics. Apply the FinOps framework to maximize business value of public cloud investments, collaborating with business, engineering, and finance teams. Partner cross-functionally to plan and execute cloud optimization opportunities while ensuring compliance with governance controls. Design, configure, validate, and maintain cloud transparency and total cost of ownership (TCO) reporting. Model complex business problems, uncover insights, and identify opportunities using data mining and visualization techniques. Participate in budget and forecast review processes to ensure consolidation and rationalization. Qualifications Previous experience in FinOps with a strong background in Technology Business Management (TBM) or IT Finance. Experience modeling cloud service costs and IT expenses (including application TCO and business capability TCO). Strong ability to work across multiple levels of management and departments. Highly motivated, with ownership of projects and ability to deliver solutions on time and within budget. Technical Skills Proficiency with Apptio One, Cloudability, CloudHealth, AWS Cost Explorer, AWS QuickSight, or similar IT cost modeling tools. Advanced data transformation skills using MS Excel. Strong analytical, problem-solving, and troubleshooting skills. Ability to use data mining and visualization techniques to identify insights and opportunities. Excellent communication and presentation skills. Certifications (Preferred) FinOps Certification, AWS Certified Cloud Practitioner, or other cloud certifications. Certified TBM Executive (CTBME), Recognized TBMA (RTBMA), Elite TBMA (ETBMA). Education & Experience Bachelor's degree in information systems, Business Management, Finance, or related field. MBA or related graduate coursework a plus. Minimum of 8 years of relevant work experience. Salary Range: $130k- $155k + Bonus

Onsite - Atlanta GA Must have - Four years' experience implementing and/or administering HRIS. Direct experience in large-scale data conversions. We are implementing a Workday HCM for 70,000 state employees, replacing PeopleSoft HCM. This resource would provide project business analysis support for HR systems integrations, data conversion, and benefits administration. Additional duties may include support for Compensation, Learning, Talent (Recruiting and Performance) and/or Core HR functions. REQUIRED KNOWLEDGE, SKILLS AND ABILITIES: Strong data analysis skills. Demonstrated success in implementing complex HRIS integrations. Extensive experience managing and optimizing large-scale Workday environments. Advanced knowledge in MS Excel, SQL, and/or data analysis tools. Effective written and verbal communication skills. Ability to present and document high quality, detailed deliverables. PREFERRED QUALIFICATIONS: Direct experience administering Workday Benefits with multiple integration partners. Direct experience supporting large scale HR system integrations. Experience administering PeopleSoft HCM Experience supporting technology in the public sector.

At Master Technology Group (MTG), a team of talented individuals are shaping the future of technology integration. We have created a community of great people who show an uncommon level of care for our clients, colleagues, and community. We're looking for excited and motivated individuals who are as excited to build this organization as we are. Isn't it time you were a part of something great? JOB SUMMARY Master Technology Group (MTG) specializes in designing, installing, and servicing commercial property technologies across local and national markets. The ERP Analyst will provide Enterprise Resource Planning (ERP) systems and operational support throughout the project life cycle. The ideal candidate will play a key role in the advanced customization, configuration, and maintenance of MTG's ERP systems. This position involves in-depth analysis and testing of ERP processes and reporting to ensure optimal performance and alignment with corporate goals. The ERP Analyst collaborates with senior team members and provides expertise in addressing complex ERP-related challenges. In addition, the ERP Analyst will periodically support the Operations team in executing technology-related projects for our clients. To succeed, the ERP Analyst must possess excellent customer service skills and maintain strong professional relationships with all stakeholders, including employees, clients, vendors, and partners. Strong communication, administrative skills, organizational and multi-tasking capabilities are vital. The position is a full-time, in-office role that reports to the Manager of IT and Business Transformation. KEY DUTIES AND RESPONSIBILITIES Lead in the customization and configuration of advanced ERP workflows Conduct in-depth analysis of ERP systems to identify areas for improvement and optimization Collaborate with senior team members and cross-functional teams to gather requirements, design process improvements, and implement ERP solutions Perform comprehensive testing of ERP workflows to ensure compliance with corporate needs and industry standards Provide support for end-users and troubleshoot ERP-related issues Stay abreast of emerging ERP technologies and contribute to the continuous improvement of ERP processes Gain a thorough understanding of MTG services and operational processes Tracking and reporting overall progress and milestone status to Coordinators and Project Managers as needed Develop and maintain positive relationships with clients, fellow employees, vendors, and local service providers Coordinate resources to support the project completion process and assist with post-install document/program creation Administrative responsibility to support systems utilization, including but not limited to managing security settings, user access, change requests, and overall system configuration Stay informed of and communicate updates and improvements to systems and operational processes Coordinate reporting needs, generate reporting, and conduct high-level data analysis to support leadership in data-driven decision-making Develop custom reports based on departmental and overall company goals Evaluate and optimize workflow and define best practices Other related duties as required or assigned QUALIFICATIONS 3+ years of experience in a business operations role, ideally with expertise in reporting and business process automation Familiarity with enterprise-level ERP solutions, CRM solutions, data visualization tools, and project management solutions Ability to translate raw data into meaningful metrics Demonstrated experience in project management, formal or informal Ability to own and solve problems independently and as part of a cross-functional team Considerable experience with Microsoft applications (Word, Excel, PowerPoint, 365, etc.) Excellent organization skills and a passion for process and business systems, as well as process improvement Effective communication skills, written, verbal and visual (example: process mapping/workflow) Proven ability to multitask in a fast-paced environment Excellent interpersonal skills with the ability to work with a variety of stakeholders PERFORMANCE MEASUREMENTS Demonstrates a clear understanding of the key duties and responsibilities of the position Shows enthusiasm and effort to perform all aspects of the role effectively Exhibits competence and capability to execute key duties and responsibilities efficiently Consistently meets expected standards of quality and customer satisfaction Completes assigned tasks promptly and adheres to project deadlines Always represents MTG in a professional manner, embodying the company's standards of conduct and appearance Demonstrates sound decision-making through practical analysis, effective problem-solving, and good judgment Maintains effective working relationships and collaborates well within a team environment Communicates clearly and professionally, both verbally and in writing, including emails, reports, and correspondence Demonstrates reliability through consistent attendance, punctuality, and timely completion of tasks Alignment with and demonstration of MTG's Core Values: People First: Demonstrates humility, helpfulness, and genuine care for others Above and Beyond: Exhibits a “whatever it takes” mindset, actively contributing beyond minimum expectations Sense of Urgency: Responds promptly and diligently to organizational and client needs Team Player: Demonstrates respect, support, and collaboration, sharing expertise generously Do the Right Thing: Operates with honesty, integrity, transparency, and strong ethical standards COMPENSATION AND BENEFITS Base Salary $72,000 - $85,000+ DOQ Phone Stipend Medical, Dental & Vision Insurance 401k Match PTO Nice Healthcare Life Insurance - Company-provided STD / LTD - Company-provided Employee Referral Bonus Development Opportunities Master Technology Group is proud to be an equal-opportunity employer. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local laws.

SPECIFICATION SPECIAL SITUATIONS ANALYST Shine Associates, LLC has been retained to search, identify and recruit a Special Situations Analyst on behalf of our client (‘Company'). This candidate will be located in the Boston, MA office. CONFIDENTIALITY Shine Associates, LLC has been exclusively retained on this assignment. Information contained in this position specification as well as any other information concerning the Company provided or verbally discussed is confidential. All materials and discussions are to be utilized for the sole purpose of a candidate's personal review of the career opportunity. CLIENT DESCRIPTION The firm is a real estate focused private equity firm that invests in a wide variety of opportunistic and value-oriented commercial real estate transactions where the conditions exist for compelling absolute returns over a short and medium duration. The firm invests throughout the United States in single property transactions and multiple property portfolios whereby the investment strategies are based on property-level operational enhancements as well as those with pricing advantages that arise from distressed, complex, and dislocated scenarios. The firm's investments are structured in numerous capital forms including direct investments, joint venture equity, preferred equity, mezzanine loans, and transitional first mortgages. Since 1993, the firm has invested in more than $21 billion of commercial real estate on behalf of a diversified and highly regarded group of endowments, foundations, public and corporate pension plans, financial institutions, family offices, and sovereign entities. SPECIAL SITUATIONS ANALYST The Analyst will be part of a Special Situations deal team that is responsible for sourcing, closing, and managing several of the firm's bespoke investment strategies including Opportunity Zones, a Caribbean resort development, and a motorsports racetrack development. In this role, the Analyst will be deeply involved throughout the investment lifecycle of a transaction, from underwriting to closing, operational enhancement, investor relations, and eventual sale. The Analyst will work closely with the deal team to evaluate and underwrite prospective investments and provide support to the joint venture and asset management teams in executing the investment strategy established at acquisition. This position will involve work across multifamily and club developments throughout the United States. It is ideal for candidates who are intellectually curious, eager to learn the business from the ground up, and excited to contribute meaningfully within a small, entrepreneurial team environment. KEY RESPONSIBILITIES Our client employs a “cradle-to-grave” investment management philosophy and is seeking an Analyst who will play an active role throughout the deal lifecycle. Primary responsibilities include: Investment Analyst & Underwriting Build and maintain detailed financial models for new investments, development phases, refinancings, and capital improvement projects. Conduct sensitivity analyses and scenario modeling for equity, debt, and joint-venture structures. Support Opportunity Zone investor reporting for existing investments. Underwrite new Opportunity Zone investments, assessing both financial and tax-advantaged returns. Assist in preparing investment memoranda and presentations for internal review and external capital partners. Research and analyze market data, comparable developments, and operating benchmarks across hospitality, residential, and motorsports sectors. Development Management Support Track budgets, schedules, and key milestones across design, permitting, and construction phases. Help prepare monthly project reports and dashboards for leadership and investors. Coordinate with architects, engineers, and consultants to collect, synthesize, and present project data. Assist in due diligence and feasibility analysis for new land acquisitions or expansion opportunities. Operations & Business Planning Collaborate with on-site management teams to analyze membership sales, event performance, and resort operations. Evaluate pro forma performance versus actual results and identify key performance drivers. Research & Strategic Support Maintain comparable deal databases for land sales, luxury hospitality, and private club communities. Research and support Opportunity Zone strategy across new markets and expansion opportunities. Support strategic initiatives such as partner selection, brand collaborations, or new product lines (e.g., garages, villas, or track events). Prepare briefing materials for senior leadership meetings and board updates. PROFESSIONAL QUALIFICATIONS Candidates should possess broad-based analytical skills, superior cash flow modeling capabilities, strong research abilities, and excellent communication skills. Bachelor's degree is required, with preference for candidates in real estate, finance, economics, and/or accounting. Approximately 1 to 3 years of related post-undergraduate experience preferred, though candidates with strong skill sets and interest to pursue a career in the commercial real estate will also be considered. Exceptional financial analysis and modeling skills utilizing Microsoft Excel and PowerPoint. Exceptional Power Point skills with the ability to create high-quality presentation materials. Strong organizational skills with ability to manage multiple tasks and effectively meet deadlines. Team player with the ability to work independently and under pressure in an entrepreneurial environment. Familiarity with real estate finance and accounting concepts, including joint venture partnerships and broader investment structures (equity, preferred equity, and debt), with an understanding of returns are generated across different positions in the capital stack. High level of attention to detail, accountability, integrity, and ethics. Self-motivated, energetic, and a positive individual with strong verbal and written communication skills, and the ability to work effectively with individuals at all levels. COMPENSATION The Company is prepared to offer a competitive compensation package including salary, bonus and other benefits. CONTACT INFORMATION Shine Associates, LLC 45 School St., Suite 301 Boston, MA 02108 ************************** Hillary H. Shine, Principal Chandlee Gustafson, Associate Cell: ************** Cell: ************** ****************************** ******************************* Kelsey Shine, Director Cell: ************** *****************************

1: Veeva RIM BA ( Documentation Specialist ) Foster City, CA - hybrid 12 plus months Look for candidates from West coast only Pharma/ Biotech/ Life Sciences/ Medical Device/ Healthcare or Manufacturing experience is a must Look for Veeva Business Analyst with Registration and Documentation experience. 8-10 Year candidate required Job Description Person should understand how data is set up in registration module and how it will interact with SAP systems. BA Registration Our company is seeking an experienced Business Analyst with expertise in Veeva RIM Registrations and Integrations with SAP to join our team The successful candidate will be responsible for analyzing business requirements, designing solutions, and implementing changes to streamline our Veeva RIM Registration process and SAP integrations Responsibilities: Analyze business requirements related to Veeva RIM Registrations and SAP integrations, and identify gaps in existing processes Design solutions and provide recommendations for process improvements related to Veeva RIM Registrations and SAP integrations Implement changes to streamline the Veeva RIM Registration process and SAP integrations Collaborate with cross-functional teams to develop and implement Veeva RIM Registration and SAP integration projects Provide support and guidance to end-users in the Veeva RIM Registration process and SAP integrations Identify and mitigate risks related to Veeva RIM Registration and SAP integration projects Document business processes, requirements, and system configurations related to Veeva RIM Registrations and SAP integrations Requirements: Bachelor's degree in business administration, Information Technology, or related field 3+ years of experience as a Business Analyst, with a focus on Veeva RIM Registrations and Integrations with SAP Strong understanding of the Veeva RIM Registration process and experience working with Veeva Vault RIM 2: Business Analyst - Active Dossiers (RIM), Validation, RIM, Regulatory Location: Hybrid at Foster City, CA Techno Functional candidate needed with some Pharma/Pharma manufacturing industry exp.. preferred Overall 5 year profile needed Looking for junior to mid-level profile but should have strong communication Role Overview The Business Analyst will support Regulatory Information Management (RIM) processes with a primary focus on Active Dossiers and the Submission Management module. The role is responsible for gathering requirements, analyzing end-to-end regulatory workflows, supporting submission lifecycle tracking, and helping ensure accurate, audit-ready data within the RIM platform. This position partners closely with Regulatory Affairs, Publishing, Labelling, Quality, and IT teams to enable compliance, visibility, and timely submissions across global markets. Key Responsibilities Collaborate with Regulatory Affairs stakeholders to gather, document, and validate business requirements for Active Dossier and Submission module enhancements. Understand end-to-end regulatory submission lifecycle (planning, authoring, compilation, publishing, dispatch, health authority interactions, archival). Support dossier tracking, metadata management, and controlled vocabularies within the RIM repository. Analyze dossier data structures, registration records, and submission status to ensure accuracy, completeness, and compliance. Define functional requirements, user stories, acceptance criteria, and test scenarios. Monitor submission timelines, correspondence, commitments, and regulatory obligations using RIM dashboards. Facilitate data remediation efforts to improve dossier lineage, submission sequences, and health authority metadata. Required Skills & Experience 3-5 years of experience as a Business Analyst in Regulatory Affairs, Regulatory, or Life Sciences systems. Hands-on exposure to RIM platforms (AgilePV, Veeva RIM, ArisGlobal RIMS, Ennov, etc.) or equivalent regulatory systems. Experience working with submission dossiers (eCTD/CTD), sequences, and lifecycle management. Understanding of EMA, FDA, and ICH regulatory submission requirements. Strong ability to translate regulatory processes into system requirements and workflows. Experience writing user stories, functional specifications, test cases, and validation evidence. Familiarity with controlled vocabularies (SPOR, XEVMPD, IDMP preferred). Excellent communication and stakeholder-facing skills. Nice-to-Have Prior system implementation, migration, or integration experience (RIM to EDMS, Publishing tools). Knowledge of Registration Tracking, HA correspondence, and commitment tracking. Ability to analyze structured data and metadata quality. Basic understanding of IDMP data models is a plus. Requirements/user story documentation Process flows and data mapping Dossier metadata remediation reports End-user training assets and knowledge articles

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.

As an NRG employee, we encourage you to take charge of your career and development journey. We invite you to explore exciting opportunities across our businesses. You'll find that our dynamic work environment provides variety and challenge. Your growth is key to our ongoing success-take the lead in shaping your career development, goals and future! Job Title: Corporate Philanthropy Analyst (or Sr. Analyst) Position Overview: NRG is seeking a detail-oriented, collaborative, and purpose-driven professional to join our Corporate Philanthropy team. This role will support the operational and programmatic execution of NRG's philanthropic initiatives, with a focus on leveraging NRG's corporate citizenship to inspire engagement, enhance reputation, strengthen our brand, and advance business goals. Reporting to the Leader of Operations and Corporate & Enterprise Programs, this role will play a key role in managing processes, coordinating projects, and supporting data and communications that bring our giving pillars to life across the company. Key Responsibilities: Operations Support Assist in the day-to-day operations of the corporate philanthropy team, including documentation, systems, and process improvements. Project Management & Coordination Support the planning and execution of enterprise-wide philanthropic programs and initiatives, ensuring timelines and deliverables are met. Grant Process Management Coordinate grantmaking workflows, including application tracking, approvals, payments, and reporting. Data Management & Visualization Maintain accurate records of donations, volunteer hours, and impact metrics; develop dashboards and visual reports to communicate results and insights. Presentation & Reporting Support Create PowerPoint presentations and written materials for internal and external audiences, including leadership updates and impact storytelling. Communications Coordination Collaborate with internal teams to support messaging, content development, and storytelling around philanthropy and community impact. Qualifications: Bachelor's degree in Business, Public Administration, Communications, Nonprofit Management, data analytics, or related field 2-4 years of experience in corporate philanthropy, CSR, nonprofit operations, or program coordination Strong organizational and project management skills Expert in Excel and PowerPoint; proficiency in the rest of Microsoft Office Suite; experience with Power Bi or other visualization tools Excellent written and verbal communication skills Ability to manage multiple priorities and work collaboratively across teams Passion for social impact, sustainability, and community engagement Working Conditions: Hybrid or office-based work environment Occasional travel Flexibility to occasionally support evening or weekend events as needed NRG Energy is committed to a drug and alcohol-free workplace. To the extent permitted by law and any applicable collective bargaining agreement, employees are subject to periodic random drug testing, and post-accident and reasonable suspicion drug and alcohol testing. EOE AA M/F/Vet/Disability. Level, Title and/or Salary may be adjusted based on the applicant's experience or skills. Official description on file with Talent.