Post job

Contract Finance Analyst remote jobs

- 864 jobs
  • Remote Investment Analyst - 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.
    $50-60 hourly 53d ago
  • Remote Financial Analyst - AI Trainer ($150 per hour)

    Mercor

    Remote job

    Mercor is recruiting U.S./UK/Canada/Europe/Singapore/Dubai/Australia-based **Investment Banking or Private Equity Experts** for a research project with a leading foundational model AI lab. You are a good fit if you: - Have **at least 2 years of experience** working at top firms in investment banking or private equity with deal experience (academic experience does not count, must be on desk) Here are more details about the role: - The work is **fully asynchronous** and can be done around your schedule - You will be **building financial models** from scratch that would be reflective of what you did on desk - You must be able to commit **at least 20 hours per week** for this role - This contract is till end of February (with the possibility of extension) - Successful contributions increase the odds that you are selected on future projects with Mercor - The vetting process involves: - ~10 minute behavioral interview asking about previous deals you've worked on - Technical assessment ( < 30 minutes) evaluating financial expertise With respect to pay and legal status: - **This role will pay $150/hour** - We will pay you out at the end of each week via Stripe Connect based on the number of hours you log - You will be classified as an “at-will” contractor to Mercor - Please note that we **cannot currently support H1-B or STEM OPT status candidates** Limited time referral bonus: - **$1,000 referral bonus** for anyone you refer between December 11th and December 14th that passes the work trial and works at least 10 hours on the project - After that, the referral bonus will go back to $500
    $49k-72k yearly est. 60d+ ago
  • Infor Finance ERP Analyst - 245267

    Medix Technology 3.9company rating

    Remote job

    Infor Finance ERP Analyst 100% Remote Unable to provide sponsorship now or in the future Our client is a leading healthcare organization looking to bring on an Infor Finance ERP Analyst onto their team. This individual will work alongside the ERP team to manage & configure the Finance module of their Infor ERP system. Responsibilities: Perform daily configuration, monitoring, maintenance, and troubleshooting for the Infor Finance module. Deliver technical support to end users by resolving system-related issues and ensuring a positive user experience. Configure ERP modules to meet business needs and align with established workflows. Collaborate with IT teams and external vendors to customize ERP features and integrate third-party applications. Partner with departments such as Finance, HR, and Inventory to analyze processes and identify opportunities to improve efficiency through ERP solutions. Propose and implement enhancements to optimize system performance and streamline business operations. Conduct user training sessions and develop comprehensive manuals and guides for ERP usage. Maintain detailed documentation of system updates, configurations, and procedures for future reference. Coordinate, test, and validate ERP upgrades to minimize operational disruption; assist in evaluating and selecting new ERP tools or solutions when needed. Requirements: Associate's Degree required, Bachelor's Degree preferred. 3+ years of experience configuring the Infor Finance module. Experience in troubleshooting and solving technical issues related to ERP systems. Strong communication skills.
    $42k-57k yearly est. 2d ago
  • Senior Financial Analyst (mostly remote, MUST live in Miami) $95-115k base

    Korn Ferry 4.9company rating

    Remote job

    Korn Ferry has partnered with our client on their search for Senior Financial Analyst (mostly remote, MUST live in Miami) $95-115k base The Senior Financial Analyst provides the analytical foundation for financial and operational decision-making across the organization. Reporting to the Sr. Director of Finance and supporting the Florida Market President and departmental leads. This role is responsible for analyzing retail sales, consumer purchasing behavior, standard margin performance drivers and Enterprise and Florida Market SG&A spending. The Senior Financial Analyst will generate insights into sales activity, pricing, seasonality, product leaders, loss leaders, and inventory obsolescence to help identify what truly drives business performance. This role will also build reporting tools and analytics to support KPI measurement and executive dashboards. Essential Duties and Responsibilities Analytical Support Conduct in-depth analysis of financial and operational performance to support the Sr. Director of Finance. Provide insights into Standard Margin performance Analyze retail and consumer data to determine drivers of customer purchasing decisions. Role will also be responsible for SG&A Spending patterns across the enterprise supporting Departmental Leadership Sales & Consumer Insights Evaluate retail transaction data, including sales per transaction, price sensitivity, and promotional effectiveness. Identify product leaders, loss leaders, and seasonal trends impacting profitability. Support sales and marketing teams with data-driven recommendations. KPI Reporting & Analytics Build and maintain dashboards, scorecards, and financial reports aligned with company KPIs. Track and measure operational and retail performance against strategic goals. Provide accurate, timely reporting packages for management and executive leadership. Financial Planning & Support Assist in the preparation of budgets, forecasts, and variance analysis. Provide ad hoc financial modeling and scenario analysis. Support the Sr. Director of Finance in implementing new processes and systems to scale the finance function. Qualifications Education: Bachelor's degree in Finance, Accounting, Economics, or related field required; MBA or CPA/CFA preferred. Experience: 3-5 years of experience in financial analysis, Retail/ Consumer goods is required. Experience in manufacturing is a plus. Background Retail sales analytics is a requirement Demonstrated ability to translate data into business insights. Technical Skills: Strong Excel and financial modeling skills. Proficiency with ERP systems (SAP, JD Edwards, Sage, NetSuite, or equivalent). Experience with BI tools (Power BI, Tableau, or similar). Competencies: Highly analytical, detail-oriented, and intellectually curious. Strong communication skills, with the ability to present data clearly to non-financial stakeholders. Ability to support both finance and operational leadership with data-driven insights. SE: 510768788
    $95k-115k yearly 4d ago
  • Client Advisor, San Diego (Part-Time)

    Zimmermann

    Remote job

    This iconic Australian brand has stayed true to its original vision: sophisticated femininity, a passion for detail and a love of colour and print. Sisters Nicky and Simone ZIMMERMANN founded their namesake brand in Sydney in 1991. Early in its evolution, ZIMMERMANN took the bold step of fusing fashion with swimwear and presented it to the world. It immediately found its following with the fashion elite, creating a new point of reference in flattering, feminine and stylish swimwear. While the swimsuit thrust ZIMMERMANN on to the international stage, it has been its optimistic, feminine and consistently desirable collections across its ready-to-wear and resort that have propelled it to greater global appeal. While based at home in Sydney, ZIMMERMANN present their ready-to-wear collections each season at Paris Fashion Week. Working with the highly acclaimed designer and long-time collaborator, Don McQualter, ZIMMERMANN maintains a number of stand-alone stores across Australia, UK & Europe, China, The US, and the Middle East. Position Purpose As a Part-Time Client Advisor (2 days) with Zimmermann, you will be a passionate brand ambassador, creating lasting memories for our clients. You will demonstrate exceptional client service, brand and product knowledge and relationship building skills to achieve the expectations of Zimmermann's global vision. Working within a dynamic and collaborative team culture, you will align yourself with Zimmermann's core values of integrity, creativity and passion. Role Responsibilities · Achieving sales targets and store KPI's whilst upholding Zimmermann's brand standards including store and visual presentation, stock and inventory · To ensure that an exemplary standard of client service is provided to Zimmermann's clientele in line with the brand's global vision. · Acquire and grow the Zimmermann client database through engaging and maintaining professional client relationships. · Ensure that a consistently high standard of visual presentation is achieved and reflective of the brand directives. · Have a thorough understanding of company policy and procedure relating to store operations, stock and loss prevention. · Engaging in team training and development initiatives including product and brand knowledge, sustainability, diversity and Work Health Safety. About You · Capability and drive to reach KPIs and Sales Targets · Demonstrates professionalism, optimism and team orientated approach. · Exceptional communication and interpersonal skills · Previous sales experience in luxury designer fashion · A passionate brand ambassador who embodies the Zimmermann values · Ability to cultivate Zimmermann's brand loyalty though positive client interactions. · Detailed orientated · Excellent organisational skills and problem-solving ability · A passion for exceeding customer expectations · Ability to build ongoing rapport with clientele · Ability to work independently and as part of a team Why join our team? · Bespoke career development plans and access to strong mentors and industry leaders. · Opportunity to grow within an Australian luxury fashion brand with opportunities to work globally. · Competitive package, seasonal uniforming and team member discount · Be part of a responsible fashion house with a focus in leading in sustainability Compensation Zimmermann utilizes the advertised salary and hourly range as a benchmark to offer candidates competitive compensation in the market. This approach also allows for flexibility to account for differing levels of experience and to reward both performance and tenure. Although the published salary range is a genuine estimate of the intended hourly pay for the role, Zimmermann maintains the discretion to offer compensation outside the specified range of $18 to $20. In addition to hourly pay, Client Advisors are also eligible for commission on all sales. At Zimmermann, we believe in rewarding excellence. Our Client Advisor commission structure is designed to motivate and recognize your contributions to both personal and store sales performance. You'll earn a competitive commission on all personal sales for the month, providing you with the opportunity to significantly enhance your earnings based on your success. Diversity Statement Zimmermann is an equal opportunity employer and considers all applicants for employment on the basis of their individual capabilities and qualifications ensuring a strong corporate commitment to diversity and inclusion. If you have any support or access requirements, we encourage you to advise us at time of application to assist you through the recruitment process
    $60k-113k yearly est. 1d ago
  • Investment Banking Associate

    Hyperiongrp

    Remote job

    Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. About Role Howden Tiger Capital Markets & Advisory LLC dba Howden Tiger Capital Markets & Advisory Associate Location: New York, NY Job Description Howden Tiger Capital Markets & Advisory is seeking an Associate in New York, NY. The Associate will participate in all stages of transaction executions, from the pitch phase through closing. Own day-to-day execution of live transactions. Lead client communications on live transactions. Develop and maintain client relationships. Assist with transaction structuring and negotiation. Participate in business development activities. Present materials in client meetings; covering topics such as strategic alternatives, capital markets activity and general corporate finance. Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages. Execute M&A, equity, debt and ILS transactions. Provide support for and conduct mergers and acquisitions, public and private capital offerings, insurance linked security (ILS) offerings and other financial advisory services. Mentor and lead analysts and other associates. Mentor and lead intern class. Assist with producing internal training materials. Supervise one analyst which will include regular monthly performance review and formal year-end review. Originate client business. Attend industry conferences and set up meetings. Supervise one (1) subordinate with title: Analyst. This position requires only little domestic and international travel, up to 24% of the time. Position allows working from home within commuting distance of worksite location. Job Requirements Requires at least a Bachelor's degree or foreign equivalent in Finance, Economics, Actuarial Science, Mathematics, Public Policy, or a related field. Must possess 2 years of experience with all of the following: (a) working in the financial services industry with investment banking; (b) working with Mergers and Acquisitions (M&A) transactions; (c) using Capital IQ to conduct industry research and transaction sourcing; (d) completing financial analysis and valuation modeling utilizing Capital IQ; (e) drafting transaction documents including confidential information memorandums (CIMs), teasers, and management presentations; (f) utilizing advanced Excel including: VLOOKUPS, Index Match, If, Then statements, SumIf, SumProduct, Macros, and pivot tables; (f) conducting hard and soft due-diligence; (g) completing financial analysis and valuation methodologies including discounted cash flow (DCF), leveraged buyout (LBO), and comparable company; (h) preparing client recommendations and pitches on strategic alternatives, capital raising, financing options, and market conditions. Experience may be gained concurrently. This position requires only little domestic and international travel, up to 24% of the time. Position allows working from home within commuting distance of worksite location. Compensation and Benefits The expected base salary range for this role is $175,000 - $225,000, depending on experience and location. In addition to a competitive base salary, employees are eligible to receive a discretionary bonus. Howden also offers a variety of benefits and programs, subject to eligibility, including: Medical, dental, and vision insurance, including healthcare savings and reimbursement accounts 401(k) retirement plan Flexible Paid Time Off and paid parental leave Life and Disability insurance
    $175k-225k yearly Auto-Apply 4d ago
  • Investment Banking Associate

    Howden Group Holdings Ltd.

    Remote job

    Howden Re is the global reinsurance broker and risk, capital & strategic advisor focused on relentless innovation & superior analytics for top client service. About Role Howden Tiger Capital Markets & Advisory LLC dba Howden Tiger Capital Markets & Advisory Associate Location: New York, NY Job Description Howden Tiger Capital Markets & Advisory is seeking an Associate in New York, NY. The Associate will participate in all stages of transaction executions, from the pitch phase through closing. Own day-to-day execution of live transactions. Lead client communications on live transactions. Develop and maintain client relationships. Assist with transaction structuring and negotiation. Participate in business development activities. Present materials in client meetings; covering topics such as strategic alternatives, capital markets activity and general corporate finance. Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages. Execute M&A, equity, debt and ILS transactions. Provide support for and conduct mergers and acquisitions, public and private capital offerings, insurance linked security (ILS) offerings and other financial advisory services. Mentor and lead analysts and other associates. Mentor and lead intern class. Assist with producing internal training materials. Supervise one analyst which will include regular monthly performance review and formal year-end review. Originate client business. Attend industry conferences and set up meetings. Supervise one (1) subordinate with title: Analyst. This position requires only little domestic and international travel, up to 24% of the time. Position allows working from home within commuting distance of worksite location. Job Requirements Requires at least a Bachelor's degree or foreign equivalent in Finance, Economics, Actuarial Science, Mathematics, Public Policy, or a related field. Must possess 2 years of experience with all of the following: (a) working in the financial services industry with investment banking; (b) working with Mergers and Acquisitions (M&A) transactions; (c) using Capital IQ to conduct industry research and transaction sourcing; (d) completing financial analysis and valuation modeling utilizing Capital IQ; (e) drafting transaction documents including confidential information memorandums (CIMs), teasers, and management presentations; (f) utilizing advanced Excel including: VLOOKUPS, Index Match, If, Then statements, SumIf, SumProduct, Macros, and pivot tables; (f) conducting hard and soft due-diligence; (g) completing financial analysis and valuation methodologies including discounted cash flow (DCF), leveraged buyout (LBO), and comparable company; (h) preparing client recommendations and pitches on strategic alternatives, capital raising, financing options, and market conditions. Experience may be gained concurrently. This position requires only little domestic and international travel, up to 24% of the time. Position allows working from home within commuting distance of worksite location. Compensation and Benefits The expected base salary range for this role is $175,000 - $225,000, depending on experience and location. In addition to a competitive base salary, employees are eligible to receive a discretionary bonus. Howden also offers a variety of benefits and programs, subject to eligibility, including: * Medical, dental, and vision insurance, including healthcare savings and reimbursement accounts * 401(k) retirement plan * Flexible Paid Time Off and paid parental leave * Life and Disability insurance
    $175k-225k yearly Auto-Apply 2d ago
  • Insights Analyst, Corporate

    Yipitdata 4.1company rating

    Remote job

    About Us: YipitData is the leading market research and analytics firm for the disruptive economy, and most recently raised $475M from The Carlyle Group at a valuation of over $1B. Every day, our proprietary technology analyzes billions of alternative data points to uncover actionable insights across sectors like software, AI, cloud, e-commerce, ridesharing, and payments. Our data and research teams transform raw data into strategic intelligence, delivering accurate, timely, and deeply contextualized analysis that our customers-ranging from the world's top investment funds to Fortune 500 companies-depend on to drive high-stakes decisions. From sourcing and licensing novel datasets to rigorous analysis and expert narrative framing, our teams ensure clients get not just data, but clarity and confidence. We operate globally with offices in the US (NYC, Austin, Miami, Mountain View), APAC (Hong Kong, Shanghai, Beijing, Guangzhou, Singapore), and India. Our award-winning, people-centric culture-recognized by Inc. as a Best Workplace for three consecutive years-emphasizes transparency, ownership, and continuous mastery. What It's Like to Work at YipitData: YipitData isn't a place for coasting-it's a launchpad for ambitious, impact-driven professionals. From day one, you'll take the lead on meaningful work, accelerate your growth, and gain exposure that shapes careers. Why Top Talent Chooses YipitData: Ownership That Matters: You'll lead high-impact projects with real business outcomes Rapid Growth: We compress years of learning into months Merit Over Titles: Trust and responsibility are earned through execution, not tenure Velocity with Purpose: We move fast, support each other, and aim high-always with purpose and intention If your ambition is matched by your work ethic-and you're hungry for a place where growth, impact, and ownership are the norm-YipitData might be the opportunity you've been waiting for. About The Role: YipitData's Corporate team collaborates directly with organizations like Summer Fridays, FanDuel, Uber, and Harbor Freight to help them make sense of the vast amounts of external data available. We source, clean, organize, and contextualize data to support our clients in answering their key business questions. We are expanding our Insights team within the Corporate practice by welcoming an Insights Associate to develop and deliver data-driven insights for prospective clients. This is a fantastic opportunity for someone with 3-5+ years of experience who wants to enhance their data analysis skills, gain exposure to executives, have a meaningful impact on the businesses we support, and get in on the ground floor of a rapidly growing team at YipitData. Insights Analysts will collaborate closely with Marketing, Sales, and Data Product teams to create and communicate data-driven insights, leveraging a variety of data sources to inform prospective client decision-making. You could be a good fit if you are comfortable with understanding, manipulating, visualizing, and articulating data to tell compelling business stories with immediately actionable recommendations. This is a remote-friendly opportunity that can sit in NYC (where our headquarters is located), or anywhere in the US. As an Insights Analyst, you'll gain experience in: Product & Service Delivery: Data and product delivery for corporate accounts. Responsible for quality assuring data products, engaging with clients on technical/product oriented questions, and fulfilling ad hoc solution requests. Our team collaborates closely with our central data team to refine and improve our data when issues are identified with the data or when ad-hoc prompts the need for new data features. Customer Engagement & Impact: At the end of the day, all our efforts aim to provide actionable insights with a measurable positive impact on our customer's business. Solutions team members consult with the client to uncover business opportunities and provide actionable insights that guide decision-making. Driving towards and documenting impact stories ensures stickiness and ROI. Product Innovation: Developing dynamic and scalable products to onboard and launch new clients and contribute to the enhancement, expansion and design of our core products for brands and retailers. We encourage experimentation and, through the evolution of new analytic techniques to serve customer business needs you'll help grow customer value. You Are Likely To Succeed If You Have: 3-5+ years of experience in business analytics or consulting Experience working for or collaborating with brand manufacturers and/or retailers, with a strong understanding of their business needs A passion for data-driven storytelling A passion for data analysis; SQL and/or Python experience is preferred, but not necessary; must have a willingness to learn Ability to work collaboratively in an innovative, entrepreneurial, and dynamic environment What We Offer: Our compensation package includes comprehensive benefits and perks, equity, and a competitive salary: We care about your personal life, and we mean it. We offer flexible work hours, unlimited vacation, a generous 401K match, parental leave, team events, a wellness and work-from-home budget, learning reimbursement, and more! Your growth at YipitData is determined by the impact that you make, not by tenure, unnecessary facetime, or office politics. Everyone at YipitData is empowered to self-improve and master their skills in an environment focused on ownership, respect, and trust. The annual base salary for this position is anticipated to be $125K. The final offer may be determined by a number of factors, including, but not limited to, the applicant's experience, knowledge, skills, and abilities, as well as internal team benchmarks. The compensation package also includes equity. Please note that for this position, we are not able to consider candidates who currently or in the future will require visa sponsorship. This role may be performed fully remotely within the United States. Please note that our US headquarters are located in NYC. We also have office hubs in Austin, Miami, and Mountain View. If the remote work is performed outside of these offices, income may be subject to New York State tax withholding. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity employer.
    $125k yearly Auto-Apply 20d ago
  • Financial Analyst Intern (US-Remote)

    Token Metrics

    Remote job

    Token Metrics is looking for a Financial Analyst intern to join our team. You will spend your day analyzing huge amounts of financial data and preparing various accounting and financial reports. To excel in this role, you need proven knowledge of various financial forecasting and corporate finance models. The duration of the Token Metrics internship program is 3 months. It is an evaluative unpaid internship with the possibility of return offers, depending on the company's needs. Responsibilities Analyzing financial data. Researching macroeconomic and microeconomic conditions. Preparing accounting and other required reports and projections based on the analysis performed. Evaluating capital expenditures and asset depreciation. Establishing and evaluating records, statements, and profit plans. Identifying financial performance trends and financial risk, and making recommendations. Providing recommendations for improvement based on trends. Coordinating with other members of the finance team, such as a risk analyst when required to review financial information and forecasts. Providing financial models and making financial forecasts. Requirements Knowledge of US Generally Accepted Accounting Principles. Bachelor's degree in business, accounting, finance, economics, or related field. Proven experience in the financial industry. Proficiency with spreadsheets, databases, and financial software applications. Outstanding presentation, reporting, and communication skills. Proven knowledge of financial forecasting and diagnosis, corporate finance, and information analysis. Proven leadership abilities. Deep understanding of the financial system and institutions. About Token Metrics Token Metrics helps crypto investors build profitable portfolios using artificial intelligence based crypto indices, rankings, and price predictions. Token Metrics has a diverse set of customers, from retail investors and traders to crypto fund managers, in more than 50 countries.
    $30k-43k yearly est. Auto-Apply 60d+ ago
  • Lead Corporate Strategy Analyst

    Great Minds 3.9company rating

    Remote job

    Who We Are Great Minds is a high-growth, mission-driven organization founded by educators in 2007. As a for-profit, Public Benefit Corporation, we believe all students deserve access to meaningful, challenging content-and all teachers deserve tools that are intuitive, effective, and built for the realities of today's classrooms. We develop high-quality, knowledge-rich math, science and ELA curricula grounded in research and designed in collaboration with educators. Our materials reflect real classroom needs and are built to drive lasting student outcomes. We are committed to usability, coherence, and practical implementation-supporting teachers not just through curriculum, but with professional learning, purposeful technology, and responsive service that enable strong adoption and impact. What We Build Our products-Eureka Math and Eureka Math², Wit & Wisdom, PhD Science, Geodes, and the newly launched Arts & Letters ELA-are trusted by thousands of schools and districts nationwide. Eureka Math is the most widely used math curriculum in the U.S., and is focused on balancing conceptual understanding, procedural fluency, and application. Wit & Wisdom and Arts & Letters ELA™ anchor our reading strategy with content-rich, grade-level instruction that integrates literature, history, and the arts, grounded in the science of reading. Geodes complements our reading suite with decodable texts that pair phonics with meaningful content to support early literacy. PhD Science is a hands-on K-5 Science program that sparks curiosity as students build enduring knowledge of how the scientific world works. These programs reflect a shared belief in high expectations, joyful rigor, and deep respect for educators and students. Where We're Headed Great Minds is entering a new stage of growth and product maturity. We are focused on building more connected, customer-informed experiences across the full educator journey-from curriculum to professional learning to platform and support. Our long-term vision is to become a true partner in impact-not just delivering curriculum, but supporting educators in achieving outcomes at scale. Job Purpose Reporting to the Corporate Strategy leadership team, the Lead Corporate Strategy Analyst will play a critical supporting role in advancing Great Minds' long-term strategic initiatives. This role is responsible for conducting market and competitive research, analyzing internal performance data, and generating insights that support strategic decision-making. The Analyst will work closely with cross-functional teams and senior leaders to contribute to strategic planning efforts, partnership evaluation, and data-driven business cases. This is an ideal role for an early-career professional with strong analytical skills, intellectual curiosity, and a desire to grow in a strategic function within a mission-driven organization. Responsibilities Conduct research and analysis on market trends, competitors, and industry dynamics to inform strategic priorities Support the development of long-term strategic plans and annual operating plans through financial modeling, data analysis, and internal KPI tracking Assist in identifying and evaluating potential partnerships, M&A targets, new market opportunities, and strategic initiatives Build dashboards, reports, and presentations to communicate insights to leadership in a clear and compelling way Collaborate with cross-functional teams to gather data and support implementation of strategic projects Contribute to the preparation of board materials, strategy documents, and internal communications Assist in modeling scenarios and business cases that inform investment or strategic decisions Help track and monitor progress against strategic goals and report on key outcomes Job requirements Requirements 3+ years of experience in corporate strategy, management consulting, investment banking, or a similar analytical role Strong analytical and quantitative skills, with proficiency in Excel, constructing financial models, and data visualization tools (e.g., Tableau, Power BI) Excellent research and synthesis skills, with the ability to draw insights from complex data and translate them into clear narratives Strong written and verbal communication and presentation skills; able to build professional-quality slide decks and internal memos Collaborative mindset and ability to work effectively across teams in a fast-paced environment High attention to detail, organization, and follow-through Intellectual curiosity and a desire to learn and grow within a strategic function Preferred Experience in the K-12 education sector, edtech, or mission-driven organizations Familiarity with business case development, financial modeling, or strategic planning processes Interest in public education and a belief in the power of high-quality curriculum Required Education Bachelor's Degree Status Full-time Location Remote position; must be based in Boston Metropolitan Area The expected base salary range for this position is $94,000-$107,000, however the offered salary may be higher or lower than the above range dependent on numerous factors including, but not limited to location, work experience, skills and internal equity considerations. The base salary is not inclusive of benefits or other incentives. A cover letter and resume are required to be considered for this position. New employees will be required to successfully complete a background check. Any communication to applicants relating to the Great Minds hiring process will only come from email addresses with the domains greatminds.org or greatminds.recruitee.com. If in the course of the application or hiring process with Great Minds you are contacted through another domain, are requested to provide banking or other sensitive information, or you note any other suspicious activity, please contact *********************** Great Minds is an equal opportunity employer. We will extend equal opportunity to all individuals without regard to race, religion, color, sex (including pregnancy, sexual orientation, and gender identity), national origin, disability, age, genetic information, or any other status protected under applicable federal, state, or local laws. Our policy reflects and affirms the organization's commitment to the principles of fair employment and the elimination of all discriminatory practices. All done! Your application has been successfully submitted! Other jobs
    $94k-107k yearly 60d+ ago
  • Analyst, Corporate Actions

    LPL Financial 4.7company rating

    Remote job

    What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial. Job Overview: The Corporate Action team comprises of dividends, reorg, money market, proxies, restricted security, and cash & bank functionalities. The ideal candidate will need to understand data analysis, project management, and reporting tools and technology in general to effectively analyze business requirements, track project status, and translate business needs into technical requirements. The candidate will also need strong interpersonal, organization and communication skills (written and verbal) to be effective in the role. Responsibilities: Risk Management - Responsible for quality and risk control processes for monitoring systems, vendor oversite, and review of daily processing work for on and offshore team Reconciliation and reporting of clearance accounts to ensure all allocations from our various depositories have been properly allocated. Additional reporting such as FRC and reserves Responsible for timely and accurate submission of elections to various repositories and agents Communicate with other internal departments as well as external 3rd parties including, but not limited to, contra brokers, transfer agents, issuers, vendors, and partners Participate in internal audits by providing documentation and demonstrating compliance of all key and non-key controls in walkthroughs Leverage technology to automate manual work and simplify processes where feasible to create a highly scalable, flexible, and efficient infrastructure Coordinate and lead training at a group or individual level. Handle escalations by both the Service Center and Advisors; exercise superior judgement in keeping manager informed about issues Attend and participate in reorganization industry focus group meetings with various companies and vendors Understand and Interpret rule modifications in an ever-changing regulatory environment, and the business needs of LPL, our advisors, and other departments Develop risk-based mitigation approaches that may yield changes to functions, and departmental requirements Review processes and procedures to identify areas of improvement to mitigate risk, increase efficiency and ensure consistency to Advisors and Clients Recognizes issues, problems, or opportunities and determines whether action is needed. Seeks the perspective of others and re-examines assumptions to creatively solve problems and generate solutions Technology and Systems Management - Participate and implement departmental projects as well as coordinating and performing User Acceptance Testing and script writing Makes connections & offers creative recommendations on how to solve business challenges What are we looking for? We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. Requirements: 3-5 years of industry experience (preferably corporate actions) in Operations, Compliance or Risk Management All Microsoft applications, particularly VISIO, WORD, ACCESS, PowerPoint and Excel (VBA) Core Competencies: Ability to work independently in a fast-paced environment with multiple priorities Ability to work with and communicate effectively at various levels throughout the organization. Ability to learn multiple aspects of the Financial Services industry and understand how it all connects Excellent verbal and written communication skills Strong time management and organizational skills Preferences: Series 7 preferred Bachelor's degree in accounting, Finance, or Economics from an accredited University or College or equivalent industry experience SQL or Alteryx knowledge #LPL-PA Pay Range: $27.01-$45.01/hour Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer! Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients. For further information about LPL, please visit ************ Join LPL Financial: Where Your Potential Meets Opportunity At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services. Why LPL? Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here! Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here! Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here! Impactful Work: Our size is just right for you to make a real impact. Learn more here! Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here! Community Focus: We care for our communities and encourage our employees to do the same. Learn more here! Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here! Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE. Information on Interviews: LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************. EAC1.22.25
    $27-45 hourly Auto-Apply 26d ago
  • Financial Consultant

    Azimuth Consulting

    Remote job

    We are looking to rapidly expand, providing the perfect opportunity to work from home. This position is for an Entry level financial consultant (part-time or full-time) . Industry demand is at an all-time high due to current times. Our firm believes in taking on an educational approach to finances and delivering our expertise to people from all walks of life. Partnering with some of the top 100, fortune 500 companies, we are able to provide a complimentary financial plan for anyone who needs help. Financial professionals were recently ranked as the #1 growing career by the U.S. Department of Labor. This is an opportunity 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. There is no experience needed for this position. 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 (include but are not limited to retirement planning, wealth accumulation, college planning, investments, and 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, a flexible schedule is available. Our Company Offers: 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 Qualifications: Minimum 18 years of age Legal U.S. Resident, Citizen, or Work Permit with SSN Soft background check required Able to complete licensing requirements within 30 days Entrepreneurial spirit is key. 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 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 Income Model: 100% COMMISSION INCOME Residual income per annual client contract anniversary Passive income base for agency development Equity asset and full business ownership Bonuses Do not apply if you are looking for a punch-in punch-out type of job. This can be an uncapped part-time opportunity for those looking for an additional source of income. Powered by JazzHR Compensation details: 82000-125000 Yearly Salary PI1d951524d52d-31181-38230194 RequiredPreferredJob Industries Other
    $65k-101k yearly est. 5d ago
  • Corporate Reserves Analyst

    BP 4.5company rating

    Remote job

    The Corporate Reserves Analyst plays a pivotal role in delivering accurate, compliant, and timely reserves and resources reporting for the organization. This position is responsible for ensuring data accuracy, integrity, and compliance through robust analysis, reconciliation, and quality assurance. Working with minimal supervision, the analyst proactively identifies and resolves data discrepancies, enforces reporting standards, and implements effective controls to support timely and reliable reporting. The ideal candidate brings strong analytical skills, attention to detail, and a collaborative mindset. Exceptional communication abilities are essential for translating complex data into actionable insights for both technical and non-technical stakeholders. A solid understanding of industry practices and regulatory requirements is critical to maintaining data consistency and compliance. Key Accountabilities Manage Corporate ARIES Database: Maintain complete, precise, and timely data inputs to ensure reliable and consistent reserves and resources reporting. Support Year-End Reserves Modeling: Collect and analyze source data and collaborate with subject matter experts to recommend commercial modeling inputs aligned with SEC regulations and corporate standards. Develop Analytical Tools: Create and implement data analytics solutions to enhance reserves reporting efficiency and effectiveness of reserves reporting. Prepare Internal Reports: Develop, compile, and reconcile internal reserves reports to ensure reliability, consistency, and compliance with reporting standards. Oversee Reserve Bookings: Coordinate booking activities with planning and development teams to align with corporate strategies and timelines. Cross-Functional Coordination: Collaborate with development and finance teams to validate data integrity and ensure alignment across reporting functions. Essential Education and Experience Bachelor's degree in accounting, Finance or Business Administration is preferred Minimum of 8 years of oil and gas analyst experience, with a strong understanding of reserves reporting and commercial evaluation. Expert-level skills in ARIES, Access, and related data systems; experience with Power BI or similar data visualization tools; SQL experience preferred. Proven ability to manage and interpret complex datasets, apply data-driven decision-making, and develop innovative analytical solutions. Strong interpersonal and communication skills; demonstrated ability to work effectively in cross-functional teams. Self-starter with a growth mindset, capable of working independently and meeting deadlines in a fast-paced environment; motivated to drive change and proactively solve problems. Forward-looking thinker who identifies opportunities, initiates new ideas and methods, and ensures alignment with organizational goals and regulatory standards. How much do we pay (Base)? $122,000 - $164,000. (Note that the pay range listed for this position is a good faith and reasonable estimate of the range of possible base compensation at the time of posting.) Candidate would work from our Denver or Houston office. Why join us? At bpx, we support our people to learn and grow in a diverse environment. We believe that our team is strengthened by diversity. We are committed to fostering an inclusive environment in which everyone is respected and treated fairly. We offer a reward and wellbeing package to enable your work to fit with your life. These can include, but not limited to, access to health, vision, and dental insurance, flexible working schedule, paid time off policy, discretionary annual bonus program, long-term incentive program, and a generous 401(k) matching program. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations. Discover your place with us and help our business meet the challenges of the future! Travel Requirement Negligible travel should be expected with this role Relocation Assistance: This role is not eligible for relocation Remote Type: This position is a hybrid of office/remote working Skills: Legal Disclaimer: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, socioeconomic status, neurodiversity/neurocognitive functioning, veteran status or disability status. Individuals with an accessibility need may request an adjustment/accommodation related to bp's recruiting process (e.g., accessing the job application, completing required assessments, participating in telephone screenings or interviews, etc.). If you would like to request an adjustment/accommodation related to the recruitment process, please contact us. If you are selected for a position and depending upon your role, your employment may be contingent upon adherence to local policy. This may include pre-placement drug screening, medical review of physical fitness for the role, and background checks.
    $46k-71k yearly est. Auto-Apply 3d ago
  • Corporate Financial Analyst

    Dawar Consulting

    Remote job

    Our client, a world leader in diagnostics and life sciences, is looking for "Financial Analyst I" to be based in Tucson, AZ (Fully Remote). Job Duration: Long Term Contract (Possibility Of Extension) Rate: $33.80/hr Job Summary: The Corporate Financial Analyst will focus on supporting the Planning & Reporting Systems, the Forecast and Plan Process, and conducting financial analysis, with an emphasis on standard business results and trends. This role involves interaction with Commercial Geographies, the Corporate Finance Accounting area, and various Corporate Business Units, including Strategic Marketing, Research and Development, Quality, Manufacturing, and G&A functions. Responsibilities: Assist in the development and maintenance of corporate Planning & Reporting Systems. Conduct financial analyses that require in-depth evaluation of both internal and external factors. Assist with routine system management, including system structure improvements and maintenance. Distribute the monthly Management Report. Create, implement, and maintain corporate-wide system reports. Assist the Manager in the development of routine financial forecasts. Develop templates for Division forecast submissions and ensure the input of detailed Corporate Cost Center forecasts. Provide financial support for key Corporate Business Units, including R&D, Strategic Marketing, Quality, and G&A. Perform monthly results analysis, identify variances from the plan, and develop action plans to meet targets. Assist in monthly reporting, including file extracts, processing, and input of actuals to the reporting systems. Qualifications: Bachelor's Degree in Accounting or Finance. 1 to 3 years of related experience preferred. Experience with Oracle, Cognos, or similar software is a plus. Experience in manufacturing accounting and multi-currency reporting is advantageous. Company Benefits: Medical, Dental, Vision, Paid Sick leave, 401K Interested! Please apply or send your resume to ********************** / ************************.
    $33.8 hourly Easy Apply 60d+ ago
  • Financial Analyst

    Arizona Department of Administration 4.3company rating

    Remote job

    ARIZONA DEPARTMENT OF ADMINISTRATION Delivering results that matter by providing best in class support services. Financial Analyst Job Location: Directors Office - Financial Planning & Analysis Unit This position may offer the ability to work remotely, within Arizona, based upon the department's business needs and continual meeting of expected performance measures Main Office Location: 100 North 15th Avenue, Phoenix, AZ 85007 Posting Details: Salary: $78,000 to $88,000 Grade: 24 Open Until Business Needs Are Met Job Summary: The Arizona Department of Administration (ADOA), Directors Office - Financial Planning & Analysis Unit, is seeking a highly skilled and experienced Financial Analyst. This critical role is responsible for providing detailed financial oversight and management for an assigned budget portfolio. The successful candidate will serve as a subject matter expert, tasked with leading the preparation and development of comprehensive budgets across all funding sources, including federal, appropriated, and non-appropriated funds, for their respective assignments. A core function of this position is to provide essential support to assigned areas, ensuring adherence to financial targets and effective budget maintenance. Furthermore, the analyst must possess the ability to effectively communicate key budget information and financial insights across all levels of the organization. The State of Arizona strives for a work culture that affords employees flexibility, autonomy, and trust. Across our many agencies, boards, and commissions, many State employees participate in the State's Remote Work Program and are able to work remotely in their homes, in offices, and in hoteling spaces. All work, including remote work, should be performed within Arizona unless an exception is properly authorized in advance. Job Duties: Planning, preparing, analyzing, monitoring, and reporting on appropriations, allocations, revenues, and expenditures for assigned operating and project budgets. Preparing monthly financial and budget reports, as well as reports needed/required by JLBC and department leadership, for assigned operating and project budgets. Assisting assigned areas with developing and implementing a budget strategy and annual budget requests based on guidelines set forth by the ADOA CFO. Providing regular updates regarding the status of and key information for assigned budgets to supervisors, division executives, and service managers. Knowledge, Skills & Abilities (KSAs): Knowledge of: Fiscal management Budgetary control AZ360 (Arizona's Enterprise Resource Planning system) State Procurement System State laws ADOA (Arizona Department of Administration) policies and procedures Budget process Project management Spreadsheets Skills in: Detail-oriented Organizational skills Time management skills Verbal and written communication skills Interpersonal relationship skills Data analysis skills Ability to: Work with people of diverse backgrounds Adapt to changes in work priorities and processes Communicate complex financial information Handle sensitive materials appropriately Selective Preference(s): Bachelor's degree from an accredited institution in accounting, finance, business or a closely related field as determined by the Department. Four years of professional experience in accounting, financial analysis and/or budget development, implementation, formulation, execution and analysis. Pre-Employment Requirements: Background and reference check, including a criminal records verification If this position requires driving or the use of a vehicle as an essential function of the job to conduct State business, then the following requirements apply: Driver's License Requirements. All newly hired State employees are subject to and must successfully complete the Electronic Employment Eligibility Verification Program (E-Verify). Benefits: The Arizona Department of Administration offers a comprehensive benefits package to include: Sick leave Vacation with 10 paid holidays per year Paid Parental Leave-Up to 12 weeks per year paid leave for newborn or newly-placed foster/adopted child (pilot program) Health and dental insurance Retirement plan Life insurance and long-term disability insurance Optional employee benefits include short-term disability insurance, deferred compensation plans, and supplemental life insurance By providing the option of a full-time or part-time remote work schedule, employees enjoy improved work/life balance, report higher job satisfaction, and are more productive. Remote work is a management option and not an employee entitlement or right. An agency may terminate a remote work agreement at its discretion. Learn more about the Paid Parental Leave pilot program here. For a complete list of benefits provided by The State of Arizona, please visit our benefits page Retirement: Participation in ASRS Lifetime Benefit Pension Plan after 26 weeks of employment Contact Us: If you have any questions please feel free to contact Christopher Langseth at ****************************** for assistance The State of Arizona is an Equal Opportunity/Reasonable Accommodation Employer
    $78k-88k yearly 25d ago
  • Finance and Accounting Analyst 2

    Bicultural Qualified Mental Health Associate (Qmhp

    Remote job

    This Finance and Accounting Analyst position reports to a Financial Manager within the Finance Operations group of OHSU Finance. The purpose of the position is to provide professional accounting and financial services such as analysis of financial records and reports, performance comparisons, preparation of forecasts and trends, variance analysis, budgeting/planning, cost analysis, compliance, data queries, and financial transactions/reports. These duties will be performed with higher level decision making, less supervision, and a wider scope of responsibility with a strong emphasis on problem solving and analytical activities. Function/Duties of Position Financial analysis, variance analysis, budgeting/planning - monthly data entry and variance analysis to budget, prepare annual budgets, and review/analyze financial data sets. Financial Transactions/Reports/Proformas - submit a variety of invoices to outside institutions, prepare Jes and LD, reimbursements, requisition preparation, educate and assist programs in building of proformas. Apply GAAP. Data Queries and compliance - Run ad hoc queries to analyze financial data. Ensure compliance with OHSU policies, as well as external policies. Policies/Processes - develop policies and procedures, provide recommendations for improvements, and propose necessary changes/problem solve. Other duties as assigned. Required Qualifications Bachelor's degree in Accounting, Finance, or a related field from an accredited college or university. AND Minimum of 2 years of progressively responsible relevant work experience. 36 hours of accounting courses as described above or an accounting degree or demonstrate proficiency of accounting principles (GAAP). Prior Academic Health Center or relevant financial specific experience performing analysis related to operational improvements and business cases. Highly proficient with use of PC including database and spreadsheet applications. Intermediate spreadsheet skills, including complex functions, formulas, and formatting. Experience with relational databases. Understanding of financial reporting concepts such as cost accounting and net present value analysis. Communication and interpersonal skills including the ability to consult with internal and external customers regarding matters/issues which may be sensitive in nature. Able to work independently and in a team environment. Ability to problem solve, troubleshoot issues, apply process improvement, and provide professional customer service surrounding financial matters. Preferred Qualifications Experience with Oracle Financial Applications and Microsoft Suite. Additional Details 8:00am - 4:30pm, Monday - Friday, remote work; may require occasional on-campus work. This position exists within a busy, ever changing and developing department with multiple demands and changing deadlines. Must be independent, flexible, and willing to adjust/adapt. Benefits Healthcare for full-time employees covered 100% and 88% for dependents. $50K of term life insurance provided at no cost to the employee. Two separate above market pension plans to choose from. Vacation - up to 200 hours per year dependent on length of service. Sick Leave - up to 96 hours per year. 9 paid holidays per year. Substantial Tri-Met and C-Tran discounts. Employee Assistance Program. Childcare service discounts. Tuition reimbursement. Employee discounts to local and major businesses. All are welcome Oregon Health & Science University values a diverse and culturally competent workforce. We are proud of our commitment to being an equal opportunity, affirmative action organization that does not discriminate against applicants on the basis of any protected class status, including disability status and protected veteran status. Individuals with diverse backgrounds and those who promote diversity and a culture of inclusion are encouraged to apply. To request reasonable accommodation contact the Affirmative Action and Equal Opportunity Department at ************ or *************.
    $53k-73k yearly est. Auto-Apply 59d ago
  • Resource Analyst

    SMI Management 3.9company rating

    Remote job

    It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. SMI is one of the most highly regarded technology producers in the human services field. We develop state-of-the-art solutions for complex human service operations. To maintain our prominence in this competitive industry, SMI recruits individuals who are technical, creative, client-focused, and most importantly, willing to go the Extra Mile . In our 54th year as a family-owned and operated business, SMI considers its employees and clients part of an extended family. We are a family serving families. Our culture is one of teamwork, dedication, empowerment, and a strong emphasis on work-life balance. We offer an optimal atmosphere for career growth and achievement while remaining competitive in terms of compensation and benefits. We are a multi-state, privately held administrative company with a staff of over 650 employees throughout the United States. We depend on the expertise of our SMI team to support and develop the very best systems and product lines in the industry and expect continued innovation. If you are looking for a meaningful and fulfilling career, we hope that you will consider SMI. As a Resource Analyst, you will oversee resource allocation and optimize resource utilization across various projects and departments. Your expertise in resource planning and management will be instrumental in ensuring the efficient delivery of projects and achieving organizational goals. The ideal candidate possesses a strategic mindset, strong organizational skills, and excellent communication abilities. Job Summary: As a Project Analyst at SMI, you will play a pivotal role in the successful execution of projects related to payment processing and fintech solutions. You will leverage your expertise in project management and your knowledge of payment processing and/or fintech solutions to ensure projects are completed on time, within scope, and to the highest quality standards. The role will report to the Vice President of Project Management. Key Functions/ Basic Duties: Project Planning and Execution: Help lead projects and initiatives, managing business requirements, timing, risks, issues, decisions, interdependencies, and milestones. Develop comprehensive project plans, defining scope, objectives, deliverables, and timelines. Lead cross-functional teams to execute projects efficiently and effectively. Payment Processing and Fintech Expertise: Leverage your knowledge of payment processing and/or fintech solutions to provide insights, guidance, and solutions to project challenges. Ensure compliance with industry standards and regulations. Resource Management: Manage project resources effectively, including team members, budgets, and technology resources, to meet project goals. Risk Management: Identify project risks and develop mitigation strategies. Proactively address issues that may impact project success. Stakeholder Communication: Maintain clear and regular communication with stakeholders, including clients, team members, and executives, to provide project updates and ensure alignment with business objectives. Project Documentation: Create and maintain detailed project documentation, including project plans, status reports, and documentation related to payment processing and fintech requirements. Quality Assurance: Ensure project deliverables meet quality standards and adhere to best practices in payment processing and fintech. Project Management Tools: Proficiently use project management tools such as Microsoft Project and Smartsheet to track and manage project progress, tasks, and dependencies. Team Leadership: Mentor and coach team members, fostering a collaborative and high-performance work environment. Education and/ or Experience: Bachelor's degree in a related field (Business, Finance, Computer Science, etc.) Minimum of 3 years of experience in project management, specifically in payment processing and/or fintech. Proven track record of successfully managing complex projects from initiation to completion. Proficiency in project management software, including Smartsheet and Microsoft Project. Strong understanding of payment processing systems, fintech solutions, and relevant industry regulations. Excellent communication, leadership, and problem-solving skills. PMP or other relevant project management certification. Language Skills: Speaks English fluently. Computer Skills: Proficient in MS Office Suite and Smartsheet. We are a drug-free workplace. We are an equal opportunity employer.
    $52k-83k yearly est. Auto-Apply 60d+ ago
  • Financial Analyst

    Greenstate Credit Union 3.9company rating

    Remote job

    This position makes a high level of impact on a rapidly growing organization and has proven technical skills in financial planning and analysis, strong accounting background, and the ability to work cross-functionally in a dynamic and fast paced environment. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Salary range for this position is $90,593.36 - $105,914.12 with a progressive benefit package. This is a fully remote opportunity. Essential Duties and Responsibilities ESSENTIAL DUTIES AND RESPONSIBILITIES: Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Assists in the preparation of the annual budgeting process, including the preparation of detailed financial forecasts and variance analysis. Monitors budget-to-actual performance and identify significant variances. Performs profitability modeling to analyze the risk adjusted return of differing products, lending channels, departments, and branches. Compiles and analyzes profitability reporting and summarizes results for stakeholders across the organization. Helps support the funds transfer pricing and credit risk analysis that is included within the profitability modeling. Creates and maintains procedures and documentation supporting the budgeting and profitability modeling process. Collaborates with departments to gather input and ensure data accuracy Maintains and improves financial models, tools and databases to support analysis. Prepares financial reports and analyzes key performance metrics to identify trends and variances. Supports monthly, quarterly, and annual financial reporting processes. Serves as financial liaison, providing guidance on metrics and interpretation of financial reports. Provides insights into profitability, cost management and operational efficiencies. Collaborates with Finance and Accounting to deliver financial reports and key metrics to Company Leadership and Board of Directors on a regular basis using Power BI platform. Prepares peer analysis reporting. Conducts special analyses and projects to support strategic initiatives. Job Requirements/Expectations Bachelor's degree in finance, accounting, economics, or related field. Progress towards CPA, CFA or other relevant certifications a plus. Minimum three years of progressive experience in financial planning and analysis, preferably within the financial services or credit union industry. Hands on experience developing annual operating budgets. Must be able to manage multiple assignments with changing deadlines in a high-pressure environment. Ability to coordinate and prioritize assignments and organize work efficiently for timely completion. Experience with financial modeling, planning, forecasting, and analysis skills; solid foundation in finance and GAAP accounting. Experience with Empyrean Solution or other financial institution budgeting and profitability software (ProfitStars, Axiom/Syntellis, etc.) a plus. Ability to draw important insights from analysis; understand and communicate the "story behind the numbers". Strong analytical and problem-solving skills. Proficiency in Microsoft Office, including Excel and Word. Power BI and SQL experience a plus. Ability, availability, and willingness to work flexible hours to accomplish workload. During periods of peak demand, job will require a non-traditional workweek with extra hours including evening and/or weekend duties. Interpersonal skills to diplomatically deal with employees of all levels, and to represent the credit union in a positive way during member contact. Ability to prioritize assignments and organize work efficiently, to handle large volumes of detail. Ability to deal tactfully and efficiently with members and co-workers on a professional level. Must be bondable. Reporting Relationship This position reports to the Finance Manager. Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. #LI #ID
    $90.6k-105.9k yearly Auto-Apply 22d ago
  • Senior Revenue Analyst- REMOTE

    Thorne 3.7company rating

    Remote job

    At Thorne, we work to deliver high-quality, science-backed solutions to empower individuals to take a proactive approach to their well-being. Each day begins with a mission to help others discover and achieve their best health. We count on our team members to challenge and push the boundaries to make that happen. At Thorne, you'll be joining a team of more than 750 passionate individuals committed to our cause of providing superior health solutions at every age and life stage. Position Summary: Thorne is seeking a Senior Revenue Analyst to play a critical role in shaping visibility, accuracy, and insight into the company's top-line performance. This individual will lead key components of Thorne's revenue reporting, forecasting, and planning processes, including revenue consolidation, gross-to-net analysis, price/volume/mix decomposition, and channel-level revenue modeling. As a core member of the Strategic Finance team, the Senior Revenue Analyst will ensure revenue trends are accurately captured and translated into actionable forecasts that inform both short-term performance management and long-term planning. This role offers a unique opportunity to deliver high-impact reporting and forecasting that drives a deeper understanding of revenue performance across Thorne's multi-channel business. The position reports to the Senior Director of Strategic Finance and will collaborate closely with Finance and Commercial leaders across the organization. This is a remote position. Responsibilities * Lead the monthly reporting of top-line results, compare performance against plan, forecast, and prior year, and decompose growth drivers including price, volume, mix, and gross-to-net investment * Own the monthly rolling revenue forecast by partnering with channel leaders to gather inputs, translate business drivers into revenue projections and deliver accurate, timely forecasts * Support the annual operating plan by developing channel-level revenue models, translating sales forecasts to unit-level detail, and incorporating gross-to-net and pricing assumptions across all channels * Drive enhancement of reporting tools and analytics infrastructure through automation, data harmonization, and productivity initiatives that improve accuracy, timeliness, and scalability * Design and deliver reporting solutions that elevate analytical insight and user experience, including dashboards, scorecards, and visualizations that simplify complex revenue data * Execute special projects and ad-hoc analyses to support strategic initiatives and evolving business priorities5 * Translate complex financial and operational data into clear, visually compelling presentations for internal and external audiences, enabling data-driven discussions and informed decision-making What You Need * Bachelor's degree in Finance, Accounting or related field required * A minimum of 3 years of experience in Finance or Accounting, preferably in DTC or consumer product environment required. MBA, CPA, CFA, or relevant professional certification is a plus * 2 - 5 years of progressive financial experience, including planning, forecasting, financial analysis and reporting * Strong organization, time management, and interpersonal skills * Passionate, proactive, responsible, resourceful, hard-working, and willingness to learn * Strong analytical and problem-solving skills with the ability to translate and articulate business impact in financial terms * Strong process orientation and personal computer skills, especially in developing financial & analytical models, working with large data sets. Particularly strong excel skills preferred. * Knowledge of visualization tools (e.g. Power BI) to transform financial data and analysis is a plus. * Ability to work independently and as a member of a cross-functional team, and meeting deadlines while managing multiple tasks * Knowledge of Microsoft Navision or Business Central is a plus What We Offer * Competitive compensation * 100% company-paid medical, dental, and vision insurance coverage for employees * Company-paid short- and long-term disability insurance * Company- paid life insurance * 401k plan with employer matching contributions up to 4% * Gym membership reimbursement * Monthly allowance of Thorne supplements * Paid time off, volunteer time off and holiday leave * Training, professional development, and career growth opportunities Thorne is the leader in science-backed health and wellness solutions committed to helping individuals live healthier longer. As the top recommended clinical brand by healthcare practitioners, Thorne offers a comprehensive range of products including nutritional supplements and health tests designed to meet the unique needs of individuals at every stage of life. Founded in 1984, Thorne products are formulated with the highest-quality ingredients, supported by clinical research, and rigorously tested to ensure purity, potency, and efficacy. Thorne is trusted by 47,000+ health-care professionals, thousands of professional athletes, more than 100 professional sports teams, multiple U.S. National Teams, and more than five million consumers. For more information, visit Thorne.com. THORNE IS AN EQUAL OPPORTUNITY EMPLOYER
    $57k-82k yearly est. 24d ago
  • Financial Analyst, Astra

    Astra Service Partners 4.6company rating

    Remote job

    Our Culture at Astra At Astra, we are builders. We want to be the gold standard for people in the Commercial Services trades. We are building a 100+ year business with an A+ team-driven, excited about the future, and looking for people who want to build with us. We believe in hiring people with a growth mindset who are committed to building something bigger than themselves. Our culture is grounded in four core values: Coach, Compete, Collaborate, and Commit. We strive to be low ego, high performance, and deeply committed to our people, our Operating Companies, and our long-term vision. Leaders at Astra are expected to be hands-on, humble, and relentlessly focused on outcomes and continuous improvement. Astra is a roll-up-your-sleeves culture. At all levels of leadership, we expect people to self-prioritize, act quickly and effectively, demonstrate agility in their thinking, and get the job done every day. This is not a sit-back-and-direct environment-we value doers, problem-solvers, and leaders who are hands-on and decisive in driving results. POSITION OVERVIEW: Astra Service Partners is hiring a Financial Analyst to join its FP&A team to help support our fast-growing business. The Financial Analyst will play a key role in Astra's financial reporting, budgeting, and forecasting processes, supporting leadership with insights that drive decision-making and operational efficiency. You'll collaborate closely with the Director and Head of FP&A, as well as Astra's operating companies and data insights teams, to deliver accurate, timely, and actionable financial information. This is a unique opportunity to gain broad exposure to all aspects of FP&A in a fast-growing organization - perfect for someone with strong Excel skills, a growth mindset, and an appetite for continuous learning. KEY RESPONSIBILITIES: Budgeting & Forecasting * Support the Director and Head of FP&A in the annual budgeting process and new rolling forecast framework. * Maintain financial planning systems (Workday Adaptive), ensuring accuracy and data integrity. * Coordinate budgeting and forecasting calendars, meetings, and deliverables across Astra and its operating companies. Reporting & Analytics * Prepare consolidated monthly and quarterly financial reports, including KPI dashboards in Domo. * Conduct variance analyses on Astra vertical expenses and vendor spend. * Prepare the first draft of Astra's monthly executive financial deck and reporting package for leadership review. * Schedule and support monthly internal financial review meetings. Process Improvement * Identify and implement process efficiencies, automation, and reporting enhancements to improve accuracy and timeliness. * Participate in at least one Continuous Improvement Process (CIP) per quarter across Astra functions. Strategic Support & Ad Hoc Analysis * Support value creation initiatives and other special projects in collaboration with FP&A leadership. * Conduct field and office visits to Astra's operating companies to strengthen business understanding and support financial analysis. QUALIFICATIONS & EXPERIENCES: * Bachelor's degree in Finance, Accounting, Economics, or a related field. * 0-2 years of experience in FP&A, corporate finance, accounting, or similar analytical role (internship experience welcome). * Strong analytical skills with proficiency in Excel and familiarity with financial modeling and reporting tools. * Excellent attention to detail, organizational skills, and ability to manage multiple priorities and deadlines. * Curious, coachable, and eager to learn - with a strong drive to improve processes and create efficiencies. * Comfortable working cross-functionally and presenting data in a clear, structured manner. * Experience with tools like Workday Adaptive or Domo is a plus but not required. REPORTING STRUCTURE & TRAVEL: This role reports directly to the Head of FP&A and will provide significant exposure to Astra's finance and executive leadership teams, as well as to operating company leaders across the Astra platform. Occasional travel (approximately 10%) may be required for on-site visits and collaboration with OpCo teams. COMPENSATION: We believe in rewarding our talent with a competitive compensation package and benefits that reflect our commitment to our people. The salary range for this position starts at $70,000-$80,000 per year, with higher compensation available for candidates who bring additional professional experience or are based in higher-cost geographic locations. This role also includes a discretionary annual performance-based bonus. LOCATION: This Boulder, Colorado-based role follows a hybrid work model, requiring regular time in the office while providing flexibility to work from home as needed. We are also open to candidates located in the Charlotte, NC, or Orlando, FL areas.
    $70k-80k yearly Auto-Apply 58d ago

Learn more about contract finance analyst jobs

Browse business and financial jobs