Remote Financial Advising Expert - AI Trainer ($50-$60/hour)
Data Annotation
Remote job
We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model.
In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning.
Benefits:
● This is a full-time or part-time REMOTE position
● You'll be able to choose which projects you want to work on
● You can work on your own schedule
● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work
Responsibilities:
● Give AI chatbots diverse and complex problems and evaluate their outputs
● Evaluate the quality produced by AI models for correctness and performance
Qualifications:
● Fluency in English (native or bilingual level)
● Detail-oriented
● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
● A current, in progress, or completed Masters and/or PhD is is preferred but not required
Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.
$38k-52k yearly est. 60d+ ago
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Remote Senior Finance Specialist - AI Trainer
Superannotate
Remote job
In this hourly, remote contractor role, you will review AI-generated finance analyses and/or generate expert finance content, evaluating reasoning quality and step-by-step problem-solving while providing precise written feedback. You will assess solutions for accuracy, clarity, and adherence to the prompt; identify methodological or conceptual errors; fact-check financial claims and assumptions; write high-quality explanations and model solutions; and rate and compare multiple responses based on correctness and reasoning quality. This role is with SME Careers, a fast-growing AI Data Services company and subsidiary of SuperAnnotate, delivering training data for many of the world's largest AI companies and foundation-model labs. Your finance expertise directly helps improve the world's premier AI models by making their financial reasoning more accurate, reliable, and clearly explained.
Key Responsibilities:
• Develop AI Training Content: Create detailed prompts in various topics and responses to guide AI learning, ensuring the models reflect a comprehensive understanding of diverse subjects.
• Optimize AI Performance: Evaluate and rank AI responses to enhance the model's accuracy, fluency, and contextual relevance.
• Ensure Model Integrity: Test AI models for potential inaccuracies or biases, validating their reliability across use cases.
Your Profile:
• Bachelor's degree (or higher) in Finance, Economics, Accounting, Business, Financial Engineering, or Quantitative Finance (including coursework in Micro/Macro, Corporate Finance, Investments, Econometrics, and Accounting).
• 5+ years of professional experience in Finance, Economics, Accounting, Business, Financial Engineering, or Quantitative Finance.
• Strong command of financial statements, valuation (DCF and multiples), time value of money, and markets/instruments.
• Confident in risk/return reasoning, basic macro & microeconomic intuition, and financial modeling logic (assumptions, drivers, sensitivities, consistency checks).
• Able to rigorously review and explain reasoning, identify methodological errors, and fact-check claims with high attention to detail; Minimum C1 English proficiency.
• Comfortable applying structured sanity checks (conservation-style checks for finance: reconciliation, sign/units consistency, boundary cases, and plausibility bounds).
• Reliable, self-directed, and able to deliver consistent quality in an hourly, remote contractor workflow across time zones.
• Previous experience with AI data training/annotation, expert review, or editorial QA is strongly preferred.
$77k-130k yearly est. 15d ago
Hybrid FP&A Analyst - Strategic Corporate Finance
International Executive Service Corps 3.7
Remote job
A non-profit organization is seeking a Corporate Senior Financial Analyst to enhance their financial performance tracking and reporting. This hybrid role involves analyzing business performance, preparing reports for senior management, and participating in the budgeting process. Ideal candidates will have 4+ years of FP&A experience and strong proficiency in financial reporting and advanced Excel skills. Join a mission-driven team committed to impactful work and community values in San Francisco, California.
#J-18808-Ljbffr
A leading beverage company in San Francisco seeks a Financial Analyst to manage trade promotions and analyze retail spending. This hybrid position entails supporting sales teams, validating invoices, and improving trade management processes. Preferred candidates have experience in the beverage industry and strong analytical skills using tools like Siebel and SAP. Benefits include a competitive salary range of $55,700 - $65,000, comprehensive health benefits, and a bonus program based on performance.
#J-18808-Ljbffr
A financial services company in San Francisco is looking for a Senior Investment Associate to lead due diligence and evaluate investment opportunities across various asset classes. The ideal candidate will have strong analytical skills and experience in private markets. Responsibilities include preparing investment materials and maintaining client relationships, while also participating in strategic research within values-aligned investing. The position offers a competitive salary between $90k and $130k plus benefits and a flexible, hybrid work schedule.
#J-18808-Ljbffr
A financial services company is seeking a Finance & Strategy Analyst to join their team. This remote position focuses on data-driven decision-making, providing financial insights, and strategic analysis to senior leadership. Ideal candidates should possess strong analytical skills, a background in finance, and proficiency in Excel. Benefits include competitive compensation and comprehensive health coverage.
#J-18808-Ljbffr
$67k-106k yearly est. 2d ago
Investment Portfolio Analyst
Air Line Pilots Association (ALPA
Remote job
Job ID 2025-0030 # Positions 1 Experience (Years) 5 Category Insurance/Benefits/Pension/Retirement - Investment Portfolio Analyst External Description
Investment Portolio Analyst
The Air Line Pilots Association, International (ALPA), the largest airline pilot union in the world and the largest non-governmental aviation safety organization in the world (representing over 80,000 pilots at 42 U.S. and Canadian airlines) seeks an experienced Investment Portfolio Analyst for our McLean, Virginia, office. The Investment Portfolio Analyst gathers and organizes, in a timely manner, a great deal of data and inputs it into the Association's systems to deliver an independent source of performance measurement used by the Senior Investment Portfolio Advisor and pilot fiduciaries to make decisions on asset allocation, diversification, and managers, relative to benchmarks. They attend and participate in benefits meetings with pilot Retirement and Insurance (R&I) Committees; provide analysis and oversight of pilot 401(k) plans; provide advice and present to MEC committees, ALPA-sponsored VEBAs, and the ALPA Investment Management Committee (IMC) regarding market outlook and potential asset allocation decisions; organize and conduct financial wellness seminars and other educational programs; analyze outside investment managers and funds; track and analyze economic data; and, provide assistance in collective bargaining. They also assist in conducting searches for new investment managers from the preparation of Requests for Proposals to final manager interviews. Annually, they provide a unified report on the Pension Plan Performance for all pilot plans where plan data is available. Throughout the year, they provide investment performance expertise to the Association's Investment Management Committee (IMC) and participate in internal IMC meetings, as needed.
Local, national, and international travel: 25 - 35%.
ALPA is an equal opportunity employer that is committed to diversity and inclusion in a safe workplace. We prohibit discrimination, harassment and harmful behavior of any kind based on race, color, sex, religion, sexual orientation, national origin, gender identity, disability, neurodiversity, genetic information, pregnancy, or other protected characteristics as outlined in federal or provincial laws. We highly value everyone and all are encouraged to apply, including minorities, veterans, and people with disabilities.
This position is covered by a collective bargaining agreement.
ALPA is a member-driven, staff supported, union with two internal professional unions.
Qualifications:
Bachelor's degree in business, finance, economics, or relevant area from an accredited college or university required, master's degree preferred; or, the equivalent combination of education and experience.
Five (5) years of experience in a major financial institution monitoring plan performance and/or direct investment management of retirement plan assets required, ten (10) or more preferred.
Experience as an analyst or account representative with an investment management firm or mutual fund financial institution may be considered equivalent, at management discretion.
Experience in an investment-oriented position strongly preferred, including preparation of investment objectives, selection of investment managers, and monitoring investment performance.
Knowledge of portfolio tracking and analysis software strongly preferred.
Familiarity with quantitative, computer-based methods of analyzing investment performance, particularly as they relate to the performance of investment managers vis-a-vis the stated objectives of the investment fund and other like managers, e.g., equity or fixed-income.
Solid interpersonal and communication skills, oral and written, for effective interaction with internal staff, external contacts, and pilots.
Demonstrated ability working as an integral member of a team.
Software: Microsoft Excel, Word, PowerPoint, and Outlook required. Ability to design charts, graphs, and/or spreadsheets strongly preferred.
Chartered Financial Analyst (CFA) designation strongly preferred.
Physical Demands:
Note: The physical demands described herein are characteristic of those that must be met to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals to perform the essential physical activities of this position described below.
Constantly operates a computer/smartphone/tablet. Regularly required to maintain a stationary position, move about the office and the local metropolitan area, determine what others have said or written, and converse with others and exchange accurate information.
Regularly required to sit, stand, bend, reach, and move about the office and travel (locally, nationally, and internationally). Also includes occasional bending, stooping, squatting, and/or pushing and pulling or moving, e.g., to pack, unpack, and/or move cases.
Occasionally required to move, raise, reach, and/or retrieve binders, boxes, and files up to ten (10) pounds (lbs.). While on travel, could be responsible to move, raise, reach, and/or retrieve luggage weighing as much as 50 lbs. (Assistance may not always be available.)
ALPA offers competitive salaries with terrific benefits, including:
401k Plan with Non-Elective Employer Contribution of 12% plus 2% into a Market-Based Cash Balance Plan after 180 days of employment. No employee contribution required! The 401k plan includes a Roth option and 4-year vesting schedule.
Generous health care benefits on day one - PPO, Kaiser (where available), and a High Deductible Health Plan which includes coverage for medical, dental, and vision benefits for employee, spouse, and/or dependent children;
15 days paid vacation and 13 holidays per year plus 2 volunteer days per year;
Generous sick and bereavement leave;
Competitive parental leave;
Company-paid premiums for disability and life insurance;
Flexible Spending and Health Savings accounts;
Retiree health plan;
Education Assistance Program; and,
Optional benefits including pet insurance, excess life insurance, legal plan, and qualified transportation fringe benefits, where available.
Partial remote work opportunities.
PROJECTED ANNUAL SALARY RANGE: $96,027.00 - $167,725.00
Relocation not provided.
Sponsorship not available for this position.
$96k-167.7k yearly 4d ago
Financial Analyst - US Commercial Organization
Quidelortho
Remote job
The Opportunity
QuidelOrtho unites the strengths of Quidel Corporation and Ortho Clinical Diagnostics, creating a world-leading in vitro diagnostics company with award-winning expertise in immunoassay and molecular testing, clinical chemistry and transfusion medicine. We are more than 6,000 strong and do business in over 130 countries, providing answers with fast, accurate and consistent testing where and when they are needed most - home to hospital, lab to clinic.
Our culture puts our team members first and prioritizes actions that support happiness, inspiration and engagement. We strive to build meaningful connections with each other as we believe that employee happiness and business success are linked. Join us in our mission to transform the power of diagnostics into a healthier future for all.
The Role
The Financial Analyst will be a key member of the North America Commercial Finance team. This position will be responsible for fostering a strong partnership with the Commercial business partners to provide in depth analytical support. Responsibilities will include month-end close responsibilities including journal entries, balance sheet reconciliations, analysis of revenue and volume, budgeting, forecasting, business support, budget to actuals variance analysis and other month-end activities.
Using knowledge of the company's financial systems, this analyst extracts financial data from various accounting and information systems to provide recommendations for improved operational and financial effectiveness of the company. Performs moderately complex statistical, revenue, volume, cost and other financial analysis, and prepares subsequent narrative analysis and recommendations for management. The position requires advanced analytical and presentation skills as interfacing with business partners is critical to the candidate's success. This analyst will also have an interest in combining financial systems skills with analytics to improve business processes and drive performance.
This position can be based in Raritan, NJ (Hybrid model with 1-2 days in office per week) preferred, or Remote work options may be considered.
The Responsibilities
Provides revenue, volume, expense and other financial information, inputs, and analysis through reporting.
Analyzes historical and current financial data to identify trends, variances, and areas for improvement.
Performs month-end close responsibilities including journal entries, balance sheet reconciliations.
Supports development of annual operating plans and quarterly forecasts in collaboration with finance and business partners to create and manage budgets, ensuring alignment with company goals.
Assists with creating presentations for executive reviews in support of quarterly forecast and annual operating plan.
Analyzes financial data and extracts and defines relevant information. Interprets data for the purpose of determining past financial performance and/or to project financial probability. Understands line of business budgeting, forecasting and identifies key financial trends. Develops new reporting and analytical tools to improve the efficiency and effectiveness of monitoring the performance of the business.
Maintains financial reporting systems to ensure alignment with source data. Works cross-functionally to resolve system issues.
Performs other special projects assigned including in-depth analysis. Participates in the resolution of issues and process improvement opportunities.
The Individual
Required:
Minimum of 1-3 years of experience in financial and/or strategic analysis.
Bachelor's degree required; preferably in business, Accounting, Economics, or Finance.
Experience in SAP and/or other related ERP Systems is a plus.
Strong working knowledge of MS Office suite of products, including PowerPoint and Excel.
Self-starter. Ability to work with moderate direction as needed. Ability to quickly get up to speed on processes and systems.
Meets deadlines on a timely basis and provides follow up analysis/information as needed.
Strong analytical and communication skills to convey information effectively.
Ability to distill large amounts of data and translate analysis into compelling presentations.
Excellent interpersonal skills. Ability to work with all levels in an organization.
Excellent organization and time management skills.
High level of accuracy in all work.
Ability to identify errors or discrepancies and take action to resolve independently or involve appropriate partners as needed.
Ability to use logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Strong commitment to continuous learning and improvement.
This position is not currently eligible for visa sponsorship.
The Key Stakeholders
Working across functions and departments, this individual will have extensive contact internally at all levels. This individual will provide input to and otherwise support Senior Management. The nature of contacts will be primarily to gather and share information.
Internal Stakeholders:
North America and Global Commercial Business Partners
Broader Finance Organization
IT/System Finance, HR, and other G&A functions
The Work Environment
No strenuous physical activity, though occasional light lifting of files and related materials is required. 30% of time in meetings, working with team, or talking on the phone, 70% of the time at the desk on computer, doing analytical work. Minimal travel required. Travel includes airplane, automobile travel and overnight hotel.
Salary Transparency
The salary range for this position takes into account a wide range of factors including location of candidate (San Diego, CA, Raritan, NJ or Rochester, NY), education, experience, knowledge, skills, and abilities of the candidate, in addition to internal equity and alignment with market data. At QuidelOrtho, it is not typical for an individual to be hired at or near the top range for their role and compensation decisions are dependent on the facts and circumstances of each case. The salary range for this position is $65,000 - $85,000 and is bonus eligible. QuidelOrtho offers a comprehensive benefits package including medical, dental, vision, life, and disability insurance, along with a 401(k) plan, employee assistance program, Employee Stock Purchase Plan, paid time off (including sick time), and paid Holidays. All benefits are non-contractual, and QuidelOrtho may amend, terminate, or enhance the benefits provided, as it deems appropriate.
Equal Opportunity
QuidelOrtho believes in Equal Opportunity for all and is committed to ensuring all individuals, including individuals with disabilities, have an opportunity to apply for those positions that they are interested in and qualify for without regard to race, religion, color, national origin, citizenship, sex, sexual orientation, gender identity, age, veteran status, disability, genetic information, or any other protected characteristic. QuidelOrtho is also committed to providing reasonable accommodations to qualified individuals so that an individual can perform the duties. If you are interested in applying for an employment opportunity and require special assistance or an accommodation to apply due to a disability, please contact us at .
#LI-AC1 #LI-Remote
$65k-85k yearly 3d ago
Remote Licensed Financial Services Professional
Cirkal Financial Services Fl. LLC
Remote job
Remote Licensed Financial Services Representative Type: Commission-Based Independent Contractor About Us: Cirkal Financial Services is a growing national firm dedicated to helping individuals, families, and businesses achieve financial security through life insurance, retirement planning, and wealth-building strategies. Our mission is to empower communities through financial literacy and smart financial solutions.
Position Overview:
We're seeking motivated, individuals willing to become licensed financial professionals who are passionate about helping clients protect and grow their wealth. As a Remote Financial Services Representative, you'll have the flexibility to work from anywhere, access comprehensive training, and represent top-tier financial products and carriers.
Responsibilities:
Educate clients on life insurance, annuities, and financial planning options
Develop customized strategies to meet client needs
Build long-term client relationships through trust and service excellence
Maintain required state licenses and compliance standards
Qualifications:
Active state Life & Health Insurance License (or willingness to obtain)
Strong communication and interpersonal skills
Self-motivated and entrepreneurial mindset
Experience in sales, finance, or customer service a plus
What We Offer:
Remote flexibility with unlimited earning potential
Access to top carriers and products
Ongoing mentorship and professional development
Advancement opportunities within Cirkal Financial Services
To Apply:
Send your resume or inquiry to []
$39k-74k yearly est. 17h ago
Entry Level Financial Professional (Remote)
BYO Financial
Remote job
We are seeking a Financial Professional, Part-Time or Full-Time to join our team immediately! Our firm is rapidly expanding across North America. Our goal is to take an educational approach and deliver our expertise to people from all walks of life. We provide a complimentary financial plan for anyone who needs help or feels they are being overlooked by the traditional financial services industry.
This is a professional position for individuals who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions (because we only promote from within).
You DO NOT need to quit your EXISTING CAREER.
NO experience is necessary for the right candidate. FULL world-class training is provided. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (including but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance). Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, we are looking for you!
OUR COMPANY OFFERS:
Full, In-Depth Training Program
Flexible Schedule
Part-Time and Full-Time Positions Available
Exciting Work Environment
Unlimited Growth Potential
Work From Home
KEY RESPONSIBILITIES:
Study, learn, and execute with on-the-job training
Shadow client meetings, plan designs and presentations
Analyze client financials to determine their needs and risk tolerance
Review available options for clients
Recommend which areas or services fit the client's need
Participate in marketing and expansion strategies and efforts
QUALIFICATIONS:
Minimum 18 years of age
Legal U.S. Resident, Citizen, or Work Permit with SSN
Valid US government issued ID
Soft background check required
No criminal history/record
A working laptop and internet connection
Able to complete licensing requirements within 30 days
Accountable with a high level of integrity
PREFERRED QUALITIES:
We are looking for individuals that have the following qualities and mindset:
Honesty and integrity are characteristics you live by.
You value and believe in our mission and cause.
You have an entrepreneurial spirit.
You are constantly looking for personal growth.
You are a leader or want to learn to lead.
You are a self-starter and goal-oriented.
You can work independently and work well as a team player.
Sports/Club/Team Background, Sales, and Teaching experience is always a plus.
INCOME MODEL:
1099 Contractor
Commission income with no ceiling or cap (one client may result in $2,500 and next might be $20,000)
Residual income per annual client contract anniversary
Passive income base for agency development
Equity asset and full business ownership
Bonuses
World travel
ENVIRONMENT:
Incredible training program and positive team environment. Must be passionate about learning and helping individuals, families, and businesses with short, mid, and long-term financial goals: retirement planning, college, life planning, investments, wealth preservation, wills, estates, trusts, etc. Training and work hours are flexible. As an independent professional, you are in control and manage your schedule. The right business-minded individual is motivated to invest their time to help others. Commission-based position (1099). NO prior certification, experience, or education is necessary. Work from home or remote. We have a strong and resilient history working with students, graduates, military, professionals, and diverse ethnicities to develop high-touch financial professionals and leaders in a professional and lucrative industry.
Do not apply if you live outside the U.S. Do not apply if you are looking for a work visa.
$40k-74k yearly est. 4d ago
FP&A, Corporate and Strategic Finance
Asana 4.6
Remote job
The Finance team at Asana tracks and seeks to understand the factors driving our growth and success. We help our entire organization achieve our operational and financial goals while embodying our company values. We ensure our objectives are feasible and work closely with all teams to ensure they have the resources they need to achieve our ambitious mission enabling all teams to work together effortlessly.
We are looking for an outstanding corporate finance manager to join our FP&A team in our mission to help humanity thrive by enabling the world's teams to work together effortlessly. In this role, you will have the opportunity to strategically assess our growth drivers and partner with our Go-To-Market teams to drive impact.
As a finance professional who has experience at PLG and SLG-led companies, you will solve hard problems independently, have deep experience in financial analysis, and have strong executive presence to communicate with senior leadership. The ideal candidate will be curious, detail-oriented, and collaborative, with excellent analytical and communication skills.
This role is based in our San Francisco office with an office-centric hybrid schedule. The standard in-office days are Monday, Tuesday, and Thursday. Most Asanas have the option to work from home on Wednesdays. Working from home on Fridays depends on the type of work you do and the teams with which you partner. If you're interviewing for this role, your recruiter will share more about the in-office requirements.
What you'll achieve
Analytically solve problems with the ability to gather and summarize large amounts of data to lead efficient executive decision-making; Lead the end-to-end recommendation process
Nurture deep, trusted partnerships with Sales, Marketing, Product, Engineering, Accounting, IT, Business Operations, and their respective technical teams
Support strategic short and long-term business decisions through ROI-focused financial modeling and analysis across different segments of the business
Build, maintain, and own our revenue forecast model, helping connect the dots between net bookings forecast to our RPO, billings, deferred revenue, and GAAP revenue forecasts
Propose and implement solutions to drive key financial metrics in partnership with the GTM organization
Guide process improvement, standardization, simplification, install proper controls, and reporting enhancements
About you
7+ years of applicable experience in FP&A, corporate, or strategic finance at PLG and SLG-led tech companies
Bachelor's degree in finance, accounting, economics or a related quantitative field
Strong understanding of corporate finance concepts and accounting principles
Advanced knowledge of MS Excel/Google Sheets
Prior experience with financial and data analytics tools including Anaplan and Databricks
Ability to cultivate effective relationships and work cross-functionally with strong planning, process management, communication, and organizational skills
Excellent business judgment and intellectual curiosity; proven ability to turn data into actionable insights and recommendations
Track record of presenting complex financial analyses clearly and concisely to senior management
Calm in the face of uncertainty and comfortable working in a dynamic environment, you bring a proactive ownership and action-oriented approach
At Asana, we're committed to building teams that include a variety of backgrounds, perspectives, and skills, as this is critical to helping us achieve our mission. If you're interested in this role and don't meet every listed requirement, we still encourage you to apply.
What we'll offer
Our comprehensive compensation package plays a big part in how we recognize you for the impact you have on our path to achieving our mission. We believe that compensation should be reflective of the value you create relative to the market value of your role. To ensure pay is fair and not impacted by biases, we're committed to looking at market value which is why we check ourselves and conduct a yearly pay equity audit.
For this role, the estimated base salary range is between $164,000- $186,000. The actual base salary will vary based on various factors, including market and individual qualifications objectively assessed during the interview process. The listed range above is a guideline, and the base salary range for this role may be modified.
In addition to base salary, your compensation package may include additional components such as equity, sales incentive pay (for most sales roles), and benefits. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role.
We strive to provide equitable and competitive benefits packages that support our employees worldwide and include:
Mental health, wellness & fitness benefits
Career coaching & support
Inclusive family building benefits
Long-term savings or retirement plans
In-office culinary options to cater to your dietary preferences
These are just some of the benefits we offer, and benefits may vary based on role, country, and local regulations. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role.
#LI-Hybrid
About us
Asana is a leading platform for human + AI collaboration. Millions of teams around the world rely on Asana to achieve their most important goals, faster. Asana has been named to Fortune's Best Workplaces for 7+ years and recognized by Fast Company, Forbes, and Gartner for excellence in workplace culture and innovation. We offer an exceptional office-centric culture while adopting the best elements of hybrid models to ensure that every one of our global team members can work together effortlessly. With 13+ offices all over the world, we are always looking for individuals who care about building technology that drives positive change in the world and a culture where everyone feels that they belong.
Join Asana's Talent Network to stay up to date on job opportunities and life at Asana.
$164k-186k yearly Auto-Apply 3d ago
Budget Analyst - DOD Experience Required
Orchard 4.7
Remote job
BudgetAnalyst
Active or Interim Secret Clearance Required
Remote Work - Metro Washington, DC Preferred
Are you a highly analytical and detail-oriented BudgetAnalyst, looking to have a real impact?
Can you combine strategic foresight with evaluative rigor, ensuring sustainment activities are both well-planned and effectively executed?
Do you have a solid foundation in budgeting and program analysis within the DOD, and a desire to learn?
Does working for a growing firm with a collaborative, supportive mindset, ready to invest in your future, appeal to you?
@Orchard is seeking a BudgetAnalyst to support the F-35 Joint Program Office, tasked with integrating programmatic planning with performance-based financial execution. This is an exceptional opportunity for a highly motivated early-career individual with a foundational knowledge of DOD budgeting and program analysis to be trained on the F-35 structure and process. The program will offer suitable training and mentorship from more senior staff members to enable success in driving process efficiencies, cost-effectiveness, and ultimately, mission success in a high-stakes defense landscape. Your insights, honed over time, will be critical in transforming traditional sustainment practices into a modern, agile system that supports operational readiness.
As the BudgetAnalyst, you will be trained and mentored to perform the following:
Program Planning & Analysis (Front-End):
Support accurate capture of sustainment requirements in Service Level Agreements (SLAs) and Letters of Offer and Acceptance (LOAs).
Evaluate acquisition documentation such as Statements of Work (SOWs), Performance-Based Logistics (PBL) metrics, and Maintenance Concepts of Operations (CONOPS) to ensure alignment with customer operational needs.
Support programming and planning activities by validating that pre-acquisition efforts reflect customer-specific sustainment requirements.
Coordinate with stakeholders to ensure that sustainment documentation supports mission readiness and operational effectiveness.
Performance Monitoring & Financial Execution (Back-End):
Track, analyze, and evaluate the execution of intra-governmental and commercial sustainment contracts, with a focus on financial performance and compliance with planned objectives.
Conduct variance analysis to identify and report deviations from expected performance and budgetary targets.
Collaborate with program analysts to perform root cause analysis and develop corrective actions for underperforming areas.
Act as a “portfolio manager” for Below the Line (BTL) expenditures, ensuring each contract contributes effectively to the overall sustainment strategy.
Integrated Budget Management:
Support management of the USAF Operations & Maintenance (O&M) funding portfolio (including ACC, ANG, and AFRC components) and Centralized Asset Management (CAM) processes and procedures.
Provide input to the Future Years Defense Program (FYDP) and Program Objective Memorandum (POM) cycles.
Your skills and experience will feature.
Requirements:
Proficiency in Office 365 - including self-sufficiency in MS Excel with formula writing and pivot tables.
Foundational knowledge of the Federal budget process (as CTR, CIV, or MIL).
Demonstrable excellent analytical and mathematical ability.
A consultative mindset, skilled in asking clear, insightful questions and articulating a point of view.
Attention to detail and completist tendencies.
Strong written and verbal communication skills.
Preferred:
Veterans and military dependents are strongly encouraged to apply, as their experiences and knowledge align with project delivery.
Direct experience in sustainment or logistics support for advanced defense systems.
Certifications or formal training in federal budget, financial management, program analysis, and/or performance analysis.
Minimum Eligibility Requirements:
Must be a U.S. Citizen and possess and maintain a(n) (Interim) Secret Clearance.
1+ years of relevant DOD experience in Program Analysis, Budget Analysis, or Financial Analysis.
Bachelor's degree in Finance, Business, or a relevant field.
Compensation for the role of Program Management Analyst will be determined based on experience and qualifications. The salary range is expected to be $65,000 - $90,000, plus benefits.
Established in 2010, @Orchard LLC has an exceptional reputation, providing staffing solutions to time-sensitive, talent scarcity issues to deliver better talent management ROI. Our specialty lies in the critical area of program talent acquisition and resource management, not in one narrow skillset, but across many areas of technical and functional delivery. To learn more about our other exciting opportunities, visit our Jobs Page at
****** Orchard.com
.
$65k-90k yearly 60d+ ago
Budget Analyst
ASM Research 4.2
Remote job
The BudgetAnalyst will provide financial and procurement support to the Office of Information Management (OIM) in the formulation, execution, and oversight of the IT budget. This role ensures that IT hardware and software resources are planned, acquired, and managed in compliance with Federal regulations, Department of Energy (DOE) requirements, and Office of Management and Budget (OMB) policies. The analyst will play a critical role in maintaining accurate financial records, supporting procurement activities, and ensuring cybersecurity and supply chain risk management processes are followed.
Key Responsibilities
Budget Formulation & Planning
Assist in developing the annual IT Hardware and Software Operating Plan, including recurring and one-time costs.
Provide cost analyses and financial projections to support IT planning and decision-making.
Budget Execution & Recordkeeping
Maintain accurate records of IT expenditures and reconcile expenses against approved budgets.
Track obligations, expenditures, and variances to ensure compliance with approved financial plans.
Regulatory & Policy Compliance
Ensure IT acquisitions and management activities align with Federal regulations, DOE directives, and OMB guidance.
Support internal reviews and audits by preparing documentation and financial reports.
Cybersecurity & Risk Management
Facilitate the review and approval process for newly requested software and hardware to ensure compliance with mandated cybersecurity and supply chain risk management requirements prior to procurement and installation.
Procurement Support
Gather vendor quotes, conduct cost evaluations, and liaise with vendors to support IT procurement activities.
Prepare purchase orders, submit invoice requests into the DOE DAYS system, and track procurement actions.
Support OIM in managing a high procurement volume (300-400 procurements annually).
Qualifications
Bachelor's degree in Finance, Accounting, Business Administration, or related field (or equivalent experience).
Experience in Federal budget formulation and execution, preferably within IT or technology programs.
Knowledge of DOE financial systems, OMB policies, and Federal acquisition regulations.
Strong analytical, organizational, and communication skills.
Familiarity with cybersecurity and supply chain risk management processes is preferred.
Competencies
Attention to detail and accuracy in financial recordkeeping.
Ability to manage multiple procurement actions simultaneously.
Proficiency in financial analysis and reporting tools.
Strong collaboration skills to work with program managers, vendors, and compliance offices.
$55k-71k yearly est. 1d ago
Senior Enterprise Budget Analyst
Sigmatech, Inc. 4.0
Remote job
Job Description
About Our Organization
DASA DEC manages the Army's Security Assistance and Armaments Cooperation programs that engage allies and partners across the full spectrum of Army acquisition to achieve force dominance. We lead the U.S. Army Security Assistance Enterprise (ASAE), providing leadership, resource management and policy oversight. We build the capabilities of allies and partners, strengthen relationships with our foreign partners, and strengthen the U.S. industrial base.
We are recruiting an experienced and strategically minded Senior BudgetAnalyst to serve as a subject matter expert and lead financial advisor within the Office of the Deputy Assistant Secretary of the Army for Defense Exports and Cooperation's (DASA DE&C's) Enterprise Resources and Policy Directorate. This senior-level position merges deep expertise in DoW financial management, budget formulation, and funds control to drive the financial integrity and strategic resourcing of the Army Security Assistance Enterprise (ASAE). The Senior BudgetAnalyst will be responsible for providing critical financial guidance to Army leadership and ensuring the fiscal health of complex Foreign Military Sales (FMS) and Security Assistance programs.
Position Overview
We are seeking an experienced and strategically minded Senior BudgetAnalyst to provide expert financial management support to the Office of the Deputy Assistant Secretary of the Army for Defense Exports and Cooperation's (DASA DE&C's) Enterprise Resources and Policy Directorate. This role is critical to the financial health and strategic planning of the Army Security Assistance Enterprise (ASAE).
As a Senior BudgetAnalyst, you will serve as a key subject matter expert, applying expert knowledge of Department of War (DoW) financial management, budget formulation, and funds control to ensure the financial integrity of the ASAE. You will be responsible for delivering critical analysis and actionable recommendations to DASA DE&C leadership to support the fiscal health of complex Foreign Military Sales (FMS) and Security Assistance programs.
Core Duties and Responsibilities
Strategic Budget Formulation & Planning (POM)
Budget Execution & Funds Control
Financial Systems Management & Reporting
Leadership & Advisory
Oversee the end-to-end development and consolidation of FMS Program Objective Memorandum (POM) budget submissions.
Serve as the primary SME to assist Army claimants with the successful development and submission of the yearly POM.
Analyze the financial impact of programmatic decisions and provide strategic recommendations to Army HQ on POM submissions and long-range planning.
Manage budget formulation across diverse and complex fund types, including OMA, RDT&E, FMS Administrative, FMS Case, FMF, and BPC funds.
Provide expert recommendations to Army HQ on the release and tracking of funds to ensure all funding levels are accurate and compliant with policy.
Monitor the execution of multiple fund types, managing the tracking of obligations and expenditures against established plans.
Develop and manage detailed obligation plans for each funding type to ensure fiscal targets are met.
Act as the lead SME on funds control policies and procedures, providing expert guidance to stakeholders across the ASAE.
Maintain SME-level proficiency in the General Fund Enterprise Business System (GFEBS), Command-centric (CcaR), and Enterprise Program Management (EPM) to manage submissions and reporting.
Generate and deliver comprehensive monthly reports on obligations and expenditures to senior leadership.
Conduct in-depth trend analysis, variance reporting, and data-driven forecasting using GFEBS, CcaR, and other financial systems.
Ensure data integrity across all financial reports and systems, resolving complex discrepancies as they arise.
Advise senior leadership (military and civilian) on the financial status of the ASAE by presenting clear, data-driven budget recommendations.
Prepare and present executive-level briefings, decision papers, and financial summaries to DASA DE&C leadership.
Mentor and serve as a technical resource for other financial personnel on FMS financial processes and DoW systems.
Essential Requirements
Security Clearance: Must possess an active Secret security clearance.
Education: Bachelor's degree in finance, Accounting, Business Administration, Economics, or a related field.
Experience:
A minimum of 7-10 years of progressive experience in budget analysis and financial management within the DoW or a related Federal Government agency.
Deep expertise in Foreign Military Sales (FMS) financial management.
Proven experience providing direct financial advisory support to senior leadership.
Technical Skills:
Expert-level knowledge of DoW financial systems, including GFEBS, CcaR, and EPM.
Expert knowledge of Army/DoW budget formulation (POM) and execution principles, particularly as applied to FMS.
Communication: Exceptional critical thinking and briefing skills, with a proven ability to present complex financial data to senior leaders.
Preferred Qualifications
At least 5 years of direct experience in GFEBS performing funds control and budget execution.
At least 5 years of experience with Foreign Military Sales Security Assistance Program and Budget Review (SAPBR) submissions.
Master's degree (MBA, MPA, or master's degree in finance).
Certified Defense Financial Manager (CDFM) or Certified Government Financial Manager (CGFM) certification.
Work Environment
Location: Arlington, VA
Travel: May be required up to 25% of the time to CONUS locations for temporary duty (TDY).
Schedule: Standard business hours, with occasional evening or weekend work as required by mission needs.
Remote Work: Remote work may be authorized. If authorized, the candidate must actively participate in virtual team meetings via MS Teams.
$74k-104k yearly est. 19d ago
Financial and Budget Analyst
Aretum
Remote job
Aretum is a mission-driven organization committed to delivering innovative, technology-enabled solutions to our customers across defense, civilian, and homeland security sectors. Our teams work at the intersection of strategy, technology, and transformation, helping agencies solve their most critical challenges. We believe in investing in our people and creating a culture where collaboration, inclusion, and professional growth are at the forefront.
Job Summary
Aretum is seeking a Finance and BudgetAnalyst to help plan, manage, and monitor finances by preparing budgets, analyzing spending, evaluating funding requests, and provide recommendations to ensure financial health and efficiency.
Due to the nature of our work as a federal consulting organization, employees may be expected to handle Controlled Unclassified Information (CUI) and must adhere to applicable safeguarding and compliance requirements.
Key Responsibilities:
Conduct comprehensive budget analysis and forecasting to monitor financial performance and resource utilization.
Prepare and maintain budget reports, assessments, and financial statements for decision-making support.
Collaborate with project managers to develop and implement financial plans for various projects.
Identify areas of financial improvement and recommend strategies to enhance budget management processes.
Ensure compliance with federal regulations and accounting standards in all budget-related activities.
Conduct planning for Budget and Contracts Office, ensuring alignment with organizational goals.
Adjudicate budget change requests.
Requirements
Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
5+ years of experience in financial analysis and budgeting, preferably within the federal sector.
Proven knowledge of federal financial management regulations and practices.
Strong data analysis skills - power user of Excel (Pivot Tables, Using Financial Functions, Logic Functions (IF, SUMIF, COUNTIF), Using Text Functions (CONCATENATE), VLOOKUP
Extracting data from government systems like FFMS and organizing and analyzing data
Strong knowledge of Power BI
Travel Requirements
This is a remote position; however, occasional travel may be required based on project needs, client meetings, team collaboration events, or training sessions. Travel is expected to be less than 10% and will be communicated in advance whenever possible.
EEO Statement
Aretum is committed to fostering a workplace rooted in excellence, integrity, and equal opportunity for all. We adhere to merit-based hiring practices, ensuring that all employment decisions are made based on qualifications, skills, and ability to perform the job, without preference or consideration of factors unrelated to job performance.
As an Equal Opportunity Employer, Aretum complies with all applicable federal, state, and local employment laws.
We are proud to support our nation's veterans and military families, providing career opportunities that honor their service and experience.
If you require reasonable accommodation during the hiring process due to a disability, please contact
*************
for assistance.
Equal Opportunity Employer/Veterans/Disabled
U.S. Work Authorization
Due to federal contract requirements, only U.S. citizens are eligible for this position. This position supports a federal government contract and requires the ability to obtain and maintain a Public Trust or Suitability Determination, depending on the agency's background investigation requirements.
Benefits
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k)
Life Insurance (Basic, Voluntary & AD&D)
Paid Time Off
Family Leave (Maternity, Paternity)
Short Term & Long-Term Disability
Training & Development
$55k-77k yearly est. Auto-Apply 3d ago
Senior Corporate Finance Analyst
Legalzoom 4.8
Remote job
Description About LegalZoomLegalZoom is on a mission to help people navigate the legal system with confidence and clarity. As a leader in online legal services for over 20 years, we combine technology, attorney-led solutions, and expertise to protect the aspirations, lives, and legacies of millions of customers. If you're ready to contribute to a collaborative, diverse, and distributed group of creative thinkers and problem-solvers, we can't wait to meet you.
This hybrid position will work remotely as well as onsite in our Sherman Oaks, CA or Mountain View, CA office.
OverviewLegalZoom.com is seeking a Senior Corporate Finance Analyst to join our Corporate Finance team. The highly visible position will be responsible for supporting business leaders, building financial models, identifying revenue and expense opportunities, and concisely reporting results to senior management. The optimal candidate will possess excellent interpersonal skills and critical thinking abilities to collaborate with teams across our organization and foster data-driven decision-making. The Senior Corporate Finance Analyst will report to the Sr. Manager of Corporate Finance. You will
Support the monthly forecasting process, streamlining the company operating model
Collaborate on the board of directors presentations and earnings call process by developing insightful presentations and supporting materials that summarize quarterly and annual performance
Provide thought leadership, helping foster new business lines, simplify existing processes, drive standardization, and build scalable solutions
Collect, analyze, and manage quantitative data, build thoughtful excel models, and create meaningful reports to lead business improvement and cost reductions
Evolve the budgeting and planning process, assisting with cross-functional projects to improve the integration of key decisions makers with FP&A
Work in tandem within the Finance organization to deliver information for planning, actuals, and analysis to drive business performance and identify opportunities and risks
You have
Bachelor's degree in Finance, Economics, Mathematics, or related field with at least 2-4 years of experience in Consulting, Investment Banking, or Corporate Finance
Understand performance metrics used to evaluate internet businesses including subscription products
Solid communicator with collaboration skills that focus on teamwork. Comfortable with large volumes of complex data and presenting their findings to senior management
Strong worth ethic with ability to manage tight deadlines, prioritize workload and achieve effective results in a fast-paced, dynamic, ever-growing, and often ambiguous environment
Must have excellent analytical and organizational skills; demonstrate exceptional attention to detail, accuracy, and follow-through
Ability to thrive in a fast-paced, entrepreneurial environment with highly motivated team members
Advanced Excel and PowerPoint skills required and other data visualization software skills are a plus
LegalZoom is a remote-friendly company and the national range for this role is $77,600 - $124,200. Actual compensation offered will depend on several factors including but not limited to: geographic location, work experience, education, skill level, and/or other business and organizational needs. In addition, an annual bonus, incentive bonus and/or restricted stock units may be provided as part of the compensation package. You will also receive a full range of medical, financial, and other benefits as seen below.● Medical, Dental, Vision Insurance● 401k, With Matching Contributions● Paid Time Off● Health Savings Account (HSA)● Flexible Spending Account (FSA)● Short-Term/Long-Term Disability Insurance● Plus other wellness benefits to include: Fertility Mental Health One Medical Fringe lifestyle benefits up to $250 Join us in making a difference as we build our future and help ensure access to professional legal advice to all! LegalZoom is an equal opportunity employer, dedicated to diversity, equality, and inclusion, and provides equal employment opportunities to all employees and applicants for employment. LegalZoom prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Additionally, LegalZoom is enrolled in the E-Verify program. For additional information on E-Verify, please visit Participation and Right to Work pages.
$77.6k-124.2k yearly Auto-Apply 6d ago
Budget Analyst (Remote)
National Older Worker Career Center
Remote job
ID: ARS-PA-103 Program: ARS Wage/Hr: $22.00 Hours/Week: 20 Minimum Age: 55 For over 25 years, National Experienced Workforce Solutions (NEW Solutions) has specialized in connecting experienced workers (ages 55+) with full-time and part-time job opportunities that support the critical missions of Federal
Agencies across the United States.
NEW Solutions connects experienced workers (ages 55+) with the USDA Agricultural
Research Service (ARS). These experienced professionals provide administrative,
scientific, and technical support to the Agricultural Research Service through
the Experienced Worker Program (EWP).
Positions listed here do not guarantee employment for any definite period.
Enrollment in the Experienced Worker Programs administered by NEW Solutions is
temporary. The enrollment relationship between NEW Solutions and the Enrollee is
an ?at-will? relationship. This means that an Enrollee is free to terminate
enrollment at any time during the enrollment period, and NEW Solutions and the
Agency have the right to terminate the relationship with the Enrollee.
PLEASE NOTE: An ?Enrollee? is not a federal employee, nor an employee of NEW
Solutions. An ?Enrollee? is a participant in a grant program established through
a Cooperative Agreement funded by the agency and administered by NEW Solutions.
The enrollee shall not sign federal documents, authorize the use of federal
funds, nor initiate or conduct federally funded research projects. The enrollee
shall not author articles for publication as a federal employee, nor coordinate
scientific research between the Government and private industry. The enrollee
shall not present themselves as a Government employee or Government
representative at meetings both foreign and domestic or when coordinating
federal agencies? areas of research. The enrollee shall not make decisions on
federally based research on behalf of Government policy makers, and the enrollee
shall not supervise any Government employees.
This opportunity applies to applicants legally eligible to work in the United
States.
* This position will be open until filled. NOTE: This position has the option to
work remotely.
Qualifications:
AA Degree in Financial and/or Accounting
Experience in the use of Oracle based systems and management of
multi-disciplinary teams.
Experience required with Windows, MS Word, MS Excel, MS PowerPoint
Duties:
Performs budget formulation and execution functions in support of the National
Bio and Agro-Defense Facility. The enrollee shall not sign federal documents,
authorize the use of federal funds, nor initiate or conduct federally funded
research projects. The enrollee shall not author articles for publication as a
federal employee, nor coordinate scientific research between the Government and
private industry. The enrollee shall not present themselves as a Government
employee or Government representative or when coordinating federal agencies?
areas of research. The enrollee shall not make decisions on federally based
research on behalf of Government policy makers, and the enrollee shall not
supervise any Government employees.
Reviews and reconciles commitments, obligations, reimbursable orders, etc.
Assures that obligations and expenditures are in accordance with laws and
regulations. Identifies potential issues, provides recommendations for
resolution of budgetary problems. Identifies opportunities and improvements to
the budgetary processes. Includes training of new staff on processes. 70%
Maintains and utilizes databases and automated systems to track and mange
activities. Tests changes to financial systems for accuracy before widespread
dissemination to field Location administrative personnel. Develops and/or
reviews a variety of special reports dealing with the financial condition of the
appropriated funds. Includes training of new staff on processes. 20%
Provides support to managers and program specialists in the budget
formulation process. Compiles background and historical data and documentation
to assist in the development of budget estimates and justifications and to
identify operating costs. Includes training of new staff on processes. 10%
Other:
Physical requirements: Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions of this
position.
NEW Solutions is committed to promoting equal opportunity and to an environment
free from discrimination and harassment in any form administering Experienced
Worker Programs under cooperative agreements with federal agencies. It is NEW
Solutions' policy to comply with all applicable laws that provide equal
opportunity and to prohibit unlawful discrimination in enrolling participants in
the federal programs.
$22 hourly 43d ago
Financial Analyst, Corporate FP&A Reporting
Kofax, Inc. 4.7
Remote job
Tracking Code U25-115 Job Level Not Applicable Category Accounting and Finance Type Full-Time/Regular The Financial Analyst, Corporate FP&A Reporting supports the company's forecasting, budgeting, consolidations, long range planning, and risk and opportunity management processes. This role helps bring together financial inputs across FP&A teams, including revenue, bookings, churn, renewals, headcount, and operating expenses, into a complete and accurate corporate forecast.
The analyst will assist in preparing Board of Directors materials, monthly reporting, and executive presentations. The role requires strong technical capability, expert level Excel skills, and the ability to translate financial data into clear charts, visuals, and presentation ready materials. The position also supports organizational efforts through documentation, file structure upkeep, and consistent application of reporting standards.
Key Responsibilities
Corporate Forecasting, Budgeting, and Long-Range Planning
* Support company-wide budgeting and forecasting cycles by consolidating financial inputs from FP&A business partners
* Contribute to long range planning model updates and related financial analyses
* Maintain and update corporate models with accuracy and attention to detail
* Support risk and opportunity tracking and prepare summaries for leadership
Financial Consolidation and Reporting
* Consolidate revenue, bookings, churn, renewals, expenses, and headcount into an integrated corporate forecast
* Prepare monthly and quarterly reporting packages for leadership review
* Support the development of Board of Directors presentation materials
* Create charts, tables, and visuals that clearly communicate key financial insights
* Support company-wide projects, analyses, and ad hoc requests
Technical Modeling and Analytics
* Build and maintain driver based financial models using Excel and other financial planning tools
* Apply solid modeling techniques including scenario analysis, variance analysis, and trend analysis
* Support FX neutral and budget neutral analyses when needed
* Ensure accuracy and consistency across modeling and data consolidation
Process, Organization, and Documentation
* Support organization of shared FP&A files and folders, including consistent use of SharePoint
* Help maintain documentation and desktop procedures that guide recurring processes
* Assist with process improvements and tools that enhance clarity and efficiency across FP&A
* Assist in improving reporting consistency and streamlining FP&A workflows
ABOUT OUR PLATFORM
Tungsten Automation's Intelligent Automation software platform helps government agencies transform information-intensive business processes, reduce manual work and errors, minimize costs, and improve customer engagement. We combine Generative AI, Knowledge Management, Intelligent Document Processing, Process Orchestration, mobility and engagement, and analytics to ease implementations and deliver dramatic results that mitigate compliance risk and increase competitiveness, growth and profitability-particularly crucial for highly regulated industries facing complex compliance requirements. No other software vendor offers a platform of complementary technologies integrated into a scalable, manageable software platform, positioning us to grow and dominate the process automation space.
While the job description describes what is anticipated as the requirements of the position, the job requirements are subject to change based upon any changing needs and requirements of the business.
Required Experience
* 2-5 years of experience in FP&A, corporate finance, or financial analysis
* Expert level Excel skills with demonstrated ability to build and maintain financial models
* Familiarity with financial planning systems (such as Anaplan, Adaptive Insights, Pigment, or Oracle PBCS) is a plus
* Experience with BI or data visualization tools (Tableau, Power BI) is a plus
* Ability to communicate financial information clearly both verbally and in written formats
* Strong attention to detail, problem-solving skills, and organizational skills
* Proactive, collaborative, and able to support multiple priorities in a fast-paced environment
Tungsten Automation Corporation, Inc. is an Equal Opportunity Employer M/F/Disability/Vets
The base salary range for this role, across the US, is $97,000 - $108,000. Your actual base pay within this range will be determined by your work location as well as skills, qualifications, experience, and relevant education/training. The range provided reflects only the base salary for the role and does not include benefits.
This position is located in Remote, United States. View the Google Map in full screen.
Lending | Leveraged & Structured Corporate Finance Portfolio Management| Analyst |New York
In Americas, ING's Wholesale Banking division offers a broad range of innovative financial products and services to domestic and international corporate and institutional clients.
When you come to work at ING, you're joining a team where individuality isn't just accepted, it's encouraged. We've built a culture that's fun, friendly and supportive - it's the kind of place where you can be yourself and make the most of whatever you have to offer.
We give people the freedom to take risks, think differently, take ownership of their work, and make great things happen. We're here to help you get ahead. And with our global network, there's plenty of scope to take your career in new directions, perhaps even ones you've never considered. ING Americas follows a hybrid work model, allowing for in-office / work from home flexibility. Hybrid work arrangements vary based on business area.
Sound like the kind of place you'd feel at home? We'd love to hear from you.
About the position:
This position offers the opportunity to help manage a dynamic multi-billion dollar corporate and leveraged finance portfolio across various verticals. You will work closely with our sponsor coverage teams and industry specific sector teams, risk management and our portfolio analytics team. The position requires a self-starter who is able to independently analyze credit, contribute to deal processes and projects, while operating at various levels of seniority in different situations.
About the department:
L&SC PM is part of a global portfolio management platform and a pillar of Lending's capital strategy. The team is considered experts on the individual borrowers and relevant industry subject matter
Responsibilities :
You will support the senior bankers with all aspects of managing a large portfolio of pro rata and senior secured loans primarily to sub-investment grade clients.
Assist deal team in preparation of borrower analytics including financial updates, financial modeling, credit approval packages, market comparables and quarterly reporting statements.
Ongoing portfolio management responsibility for a group of selected accounts - monitoring and tracking credit performance, executing amendment requests, maintaining collateral files, etc. Identify new business opportunities with existing clients.
Assume key role in handling internal system processing and KYC/CDD data gathering and processing as needed.
Review legal documentation and assist deal team in the timely closing and funding of waivers, amendments and upsized commitments.
Collaborate with Origination, Risk Management, Compliance and Loan Operations teams
Qualifications and Competencies
Bachelor's Degree in Economics / Finance / Accounting / Mathematics with excellent results. An advanced degree and/or a CFA is a plus.
Experience working for a US regulated bank and are familiar with all aspects of Fed / OCC requirements
Formal credit training in addition to a solid understanding of cash flow financing transactions
1+ years of corporate and/or leverage lending, or loan portfolio management experience
Excellent understanding of accounting statements & principles
Corporate finance background - financial market experience is necessary
Understand debt structuring and able to make recommendations when appropriate
Basic understanding of legal documentation
Excel spreadsheets: three statement financial modeling skills are a must
Salary Range $105,000-$115,000
In addition to comprehensive health benefits, a generous 401k savings plan, and competitive PTO, ING provides a broad array of benefits including adoption, surrogacy, and fertility services; student debt assistance; and subsidies for expenses associated with commuting and fitness.
ING is a committed equal opportunity employer. We welcome applicants of diverse backgrounds and hire without regard to race, gender, religion, national origin, citizenship, disability, age, sexual orientation, or any other characteristic protected by law. We celebrate these differences and rely upon your unique perspective to innovate and seize new opportunities. Come as you are.
ING Bank does not have a commercial banking license in the U.S. and therefore not permitted to conduct a commercial banking business in the U.S. Through its wholly owned subsidiary ING Financial Services LLC, and its affiliates, it offers a full array of wholesale products such as commercial lending and a full range of FM products and services.
$105k-115k yearly Auto-Apply 3d ago
Lead Corporate Strategy Analyst (Remote)
Jobgether
Remote job
This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Analyst - Corporate Strategy - REMOTE. In this role, you will be key in driving strategic growth initiatives and addressing complex business challenges. You will employ your analytical skills to develop actionable insights and support cross-functional teams. Your expertise in strategic analysis and business planning will directly impact the company's ability to innovate and respond to market changes. This remote opportunity allows you to contribute to the company's vision from your home location while collaborating with various stakeholders to shape impactful strategies.Accountabilities
Contribute to the development of strategic concepts and techniques.
Conduct in-depth strategic analyses and create comprehensive business plans.
Lead cross-functional teams to collaboratively solve complex problems.
Research industry trends for strategic positioning.
Facilitate prioritization and selection processes for new business opportunities.
Present findings and recommendations to senior executives.
Support the development of long-term transformational strategies.
Requirements
Bachelor's Degree required.
5 - 8 years of relevant experience or advanced degree with reduced experience.
Strong healthcare industry experience is preferred.
Proven track record in identifying and creating business value.
Exceptional inductive and deductive reasoning skills.
Ability to influence without formal authority.
Strong communication skills, particularly with executive leadership.
Benefits
Flexible remote working environment.
Opportunity for career advancement.
Collaborative team culture.
Access to industry resources and best practices.
Continuing education and professional development support.
Health and wellness programs.
Why Apply Through Jobgether? We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.#LI-CL1
Nowadays, it seems that many people would prefer to work from home over going into the office every day. With remote work becoming a more viable option, especially for budget analysts, we decided to look into what the best options are based on salary and industry. In addition, we scoured over millions of job listings to find all the best remote jobs for a budget analyst so that you can skip the commute and stay home with Fido.
We also looked into what type of skills might be useful for you to have in order to get that job offer. We found that budget analyst remote jobs require these skills:
Financial management
Budget analysis
Financial reports
Financial data
Powerpoint
We didn't just stop at finding the best skills. We also found the best remote employers that you're going to want to apply to. The best remote employers for a budget analyst include:
SAIC
University of California
Forest
Since you're already searching for a remote job, you might as well find jobs that pay well because you should never have to settle. We found the industries that will pay you the most as a budget analyst:
Government
Finance
Professional
Top companies hiring budget analysts for remote work