Private Client Financial Advisor - Brooklyn, NY
New York, NY jobs
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Pay Transparency
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit ***************************************
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F (Branch Hours)
#LI-CITIZENS6
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Auto-ApplyFinancial Relationship Consultant
Dallas, TX jobs
The Intersect Group is seeking a contract Personal Banker/Teller to work for our direct client and help manage the day-to-day operations of their customer-centric bank branch in the Trinity Groves area. It is a blended Teller + Personal Banker role + Customer Service / outbound calling role for business development
Duration - 6 month contract with possible conversion
Interview Process: Typically 1 virtual Teams interview unless an onsite can be coordinated.
Location: Dallas (75212) - near Trinity Groves area
Schedule: Onsite M-F, 8 AM - 5 PM
Interview Process: 2 rounds of virtual interviews
Qualifications:
Minimum of 3 years of customer service/sales experience, with 2+ years' experience in a banking center--including customer service, relationship management and cash handling
Experienced in both Teller duties and work in the platform opening new accounts as a Personal/Retail/Relationship Banker
Knowledgeable regarding banking products and services including deposits credit cards, CDs, personal/business loans, and ideally other financial services
Comfortable with outbound customer calls and has a Sales mindset ; aims to hit new account/credit card goals (may not do much of this as contractor, but would be required for long-term position)
Preferred:
Bilingual in Spanish preferred; not 100% required
Salesforce CRM experience preferred
Other skill:
Ability to multitask and problem solve in a fast-paced environment to accomplish many tasks efficiently and timely
Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements
Proven customer service skills
Proficient knowledge of PC/Internet (Microsoft Office, including Excel, Word)
Excellent communication skills, both verbal and written, with the ability to speak concisely
Must be team-oriented
Ability to be influential and establish positive working relationships across the organization with various stakeholders
Knowledge of legal entity documentation preferred
Strong attention to detail and accuracy
Strong phone communication skills
Responsibilities:
Establish, retain and deepen customer relationships by executing relationship management strategies and performing efficient and accurate banking transactions
Uncover the needs of new and existing customers and refer them to the relevant solutions, services, and experts available within the bank
Proactive customer outreach that is aligned to our high touch / engagement model
Proactive phone calls to both existing and prospective customers
Develop a strong understanding of the consumer and small business solutions and service offerings to best answer questions from prospects.
Handle all banking transactions, teller activity and client requests with exceptional customer experience. Teller activity includes but not limited to deposits, withdrawals, wire transfers, etc.
Open accounts for new walk-in; coordinate legal account documentation to ensure compliance with all relevant banking regulations.
Assist in community awareness events to increase bank outreach and foster new business opportunities.
Assist management with various operational duties and responsibilities.
Abide by Bank policies, procedures, and regulatory compliance guidelines.
May be asked to provide Saturday Banking Support
Project Finance Associate Attorney
Washington, DC jobs
A national Am Law Top 100 firm is seeking a mid-level attorney to join its Washington, D.C. office. This position involves sophisticated transactional work supporting clients engaged in major energy and infrastructure initiatives across the U.S. and internationally.
Position Overview
The attorney will assist clients with a variety of complex commercial arrangements related to the development and operation of large-scale assets. Responsibilities may include:
Drafting and negotiating contracts connected to development, construction, supply, investment structures, and joint ventures
Reviewing long-form agreements and identifying key legal and business issues
Assisting in structuring commercial relationships and supporting clients through multiple phases of ongoing transactions
Coordinating deliverables and information across internal teams and external stakeholders
Supporting matters that require collaboration across offices and practice groups
This role provides meaningful responsibility, exposure to high-value work, and opportunities to engage with clients on long-term business matters.
Desired Qualifications
The firm is seeking candidates with:
4+ years of transactional experience in areas such as energy, infrastructure, finance, or other complex commercial transactions
Strong drafting and analytical skills
Ability to manage multiple active matters simultaneously
Clear communication skills and a collaborative approach
Admission to the Washington, D.C. Bar, or eligibility to obtain it
Interest in large commercial projects and multi-party transactions is beneficial.
Compensation
Salary range for Washington, D.C.: $320,000 - $400,000
Bonus eligibility
Full benefits package, including health coverage, retirement plans, paid leave, and professional development resources
About the Firm
The hiring organization is a national Am Law Top 100 firm with a broad platform and an international footprint. Attorneys work closely with colleagues across various offices and practice areas on sophisticated matters involving diverse industries. The culture emphasizes teamwork, professional growth, and opportunities to take on substantial responsibility from an early stage.
Financial Analyst
Norwalk, OH jobs
***LOCAL CANDIDATES ONLY***
Job Title: Financial Analyst (FP&A)
Employment Type: Contract-to-Hire at a full time schedule of 40+ hours per week.
Pay: $30-35/hour W2
About the Role:
Our client, a well known healthcare organization, is seeking a detail-oriented and proactive Financial Analyst (FP&A) to join the team in Norwalk, OH. This role is responsible for supporting financial planning and analysis initiatives, including budgeting, forecasting, variance analysis, and operational performance improvement. The Financial Analyst will collaborate with leaders across the organization to provide insights and support strategic decision-making.
Key Responsibilities:
Develop monthly, quarterly, and annual financial forecasts using historical trends and operational data.
Prepare detailed variance analyses comparing actuals to budget/forecast and communicate key drivers to leadership.
Build and maintain financial models to support scenario planning and operational decision-making.
Partner with department leaders to identify financial risks, opportunities, and cost-saving initiatives.
Consolidate and interpret financial results across departments for reporting packages.
Support long-range planning by evaluating key business assumptions and market trends.
Monitor KPIs and operational metrics, translating them into actionable insights for leadership.
Assist with ad hoc financial analysis to support investment decisions, resource allocation, and performance improvement efforts.
Qualifications:
Bachelor's degree in Finance or Accounting required; Master's preferred.
3+ years of FP&A or financial analysis experience.
Strong experience with variance analysis, budgeting, and financial forecasting.
Ability to extract, interpret, and present financial data clearly to non-financial stakeholders.
Excellent analytical, organizational, and communication skills.
Why Join:
Hybrid work schedule with flexibility to work remotely.
Opportunity to partner with cross-functional leadership and drive impact on financial performance.
Collaborative and fast-paced environment where your insights will influence key decisions.
Sap Finance Control Consultant
Richardson, TX jobs
As a SAP FICO Functional Test Lead, you will act as a validation and quality assurance expert and ensure that SAP Finance applications meet business requirements and deliver high-quality, defect-free outcomes. You will be responsible for requirement analysis, test strategy definition, test design, and execution leadership. You will collaborate with cross-functional teams across onsite and offshore locations, working within a culture that values teamwork, continuous learning, excellence, and diversity.
Required Qualifications
Bachelor's degree or foreign equivalent from an accredited institution
(In lieu of degree, three years of progressive experience may be considered per year of education.)
4+ years of Information Technology experience
Strong understanding of testing processes and the end-to-end testing life cycle
Excellent verbal and written communication skills
Preferred Experience
Proven experience as SAP Functional Test Lead - SAP FICO, including implementation, rollout, upgrade, and enhancement projects
Experience managing S/4 HANA testing environments is highly preferred
Strong functional knowledge of SAP FICO modules, including:
Accounts Payable (AP)
Accounts Receivable (AR)
General Ledger (GL)
Product Costing
Material Ledger
Margin Analysis
Asset Accounting
Controlling (CO) - end-to-end business processes
Experience working in a global onsite-offshore delivery model
Hands-on experience in:
Test planning & strategy
Impact analysis
Risk identification & management
Test execution leadership
Good knowledge of SAP integration testing, regression testing, and test automation practices for SAP S/4 HANA
Ability to lead and manage customer stakeholders and internal teams throughout the testing lifecycle
Experience conducting and driving defect triage meetings
Ability to prepare and deliver test-related reporting including:
Daily status reports
Weekly & monthly dashboards
Test metrics tracking
Ability to identify and propose tools/technologies aligned with the broader testing function
Strong knowledge of modern testing techniques, tools, and industry methodologies
Hands-on experience with SAP test automation tools such as Tosca or Worksoft
Strong collaboration skills with SI partners, IT teams, Business teams, third-party vendors, and offshore teams
Soft Skills
Strong analytical, decision-making, and leadership abilities
Excellent communication and stakeholder management
Ability to work in fast-paced, multicultural environments
Proactive attitude with a passion for quality and continuous improvement
Private Client Financial Advisor - Weston, MA
Weston, MA jobs
Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals.
The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities.
Primary responsibilities include
Develop a high-quality wealth management practice that provides a personalized wealth management strategy.
Enhance and preserve relationships with key partners to boost client introductions and engagement.
Proactive client and prospect outreach promoting Citizens Wealth Management capabilities.
Grow existing relationships through partnership referrals.
Tailor wealth management planning to meet client needs.
Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning.
Qualifications, Education, Certifications and/or Other Professional Credentials
Series 7, 63, 65 (or 66) active and valid.
A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment.
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Demonstrated track record in new business development and client book management.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Comfortable operating in a dynamic, entrepreneurial environment.
Bachelor's degree is preferred.
Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000, based on performance and productivity against commission plan parameters. For an overview of our benefits, visit
**************************************
.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: Varies
#LI-CITIZENS6
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Auto-ApplyVirtual Financial Advisor - Boston, MA
Boston, MA jobs
Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers.
The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients' financial needs and goals.
The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client's information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Financial Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client's circumstances. The Virtual Financial Advisor strives to meet and exceed identified sales goals. The Virtual Financial Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.
Primary responsibilities include
Focus on clients: Aspire to deliver world-class customer service
Drive sales: Analyze the client's investment needs and achieve sales growth goals by delivering an exceptional virtual experience
Build book of business: Proactively seek ways to develop and expand client relationships
Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals
Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills
Qualifications, Education, Certifications and/or Other Professional Credentials
Active Series 7, 66 (65 and 63), and life insurance licenses
Established track record of top-ranked sales performance
Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales
Able to adapt quickly to changing requirements or environments
Hours and Work Schedule
Hours per Week: 40
Work Schedule: Varies
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Auto-ApplyFinancial Analyst
Santa Rosa, CA jobs
APR Consulting, Inc. has been engaged to identify a Financial Analyst
Financial Analyst
Pay Rate: $49.14/hour
Duration: 3 months with possibility of extension
Schedule: Day 5x8-Hour (8am - 5pm)
Required Experience:
3+ years of Accounts Payable / Financial Analyst / Invoice Processing
Education:
Associate / Bachelor preferred.
High School minimum if supplemented with additional strong experience.
Required Skills:
Accounts Payable (AP) background + invoicing experience.
Must be able to review contract terms and review payments for physicians.
Must have strong mathematical skills and a strengths in technology/excel.
Attention to detail is key as payments must be correct as overpayments to physicians can results in legal ramifications, underpayments can result in frustrated physicians.
Strong communication (written and verbal) skills will be key as the candidate will need to alleviate physician concerns if an invoice cannot be processed at a given time.
Must be able to thrive in a fast paced environment with changing priorities. (Financial analyst skills are a bonus.)
This particular client is requiring that all new hires show proof of vaccination. However, accommodations may be made for those with disabilities or religious reasons who cannot obtain a vaccine.
Since 1980 APR Consulting, Inc. has provided professional recruiting and contingent workforce solutions to a diverse mix of clients, industries, and skill sets nationwide.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
Don't miss out on this amazing opportunity! If you feel your experience is a match for this position please apply today and join our team. We look forward to working with you!
Internal Hiring Intern
Indianapolis, IN jobs
Eight Eleven Group is looking for an Indianapolis-local college student looking to enhance their career in marketing, hiring and college relations through an internship. This internship will assist in Eight Eleven Group's university recruiting events (including setting up interview schedules and networking events), recruiting internal candidates for all 33 locations and working with potential candidates through their interview process. Intern will be in charge of communicating with nation-wide universities in effort to market available opportunities with our growing company. Intern will source potential candidates for Internal Hiring Team utilizing professional networking sites and job boards. Ideal candidate will possess excellent communication and interpersonal skills, strong attention to detail, be extremely outgoing and possess the ability to multi-task under strict deadlines.
No travel is required. This is a high profile position within our Corporate Headquarters.
Qualifications:
Ability to work in-person in our Indianapolis office for at least 15 hours per week
Detail oriented, task driven with great follow through
Highly self-motivated; able to work as part of a team and independently
Excellent written, communication & presentation skills
Hours are flexible; up to 5 days/week or shared work is a possibility
Please visit the link below to learn more about the exciting culture you will be a part of and recruiting candidates to join! ********************************
Finance Associate Attorney
Chicago, IL jobs
LHH Recruitment Solutions is assisting an elite, mid-size firm in their search for a Finance Associate in Chicago, IL***.
Details
The attorney will support clients in complex finance transactions including leveraged acquisitions, restructurings, private equity financing, retail financing, and mezzanine financing.
2000 Billable Hours (with 200+ hours creditable).
***The firm will consider candidates who prefer a highly remote arrangement with occasional travel to Chicago.
Salary
The anticipated salary range for this role is $225,000-250,000 + bonuses.
Requirements
2+ years sophisticated finance experience at a mid-size or large law firm.
IL Bar Admission (or ability to obtain admission).
JD from accredited law school.
Benefits
Comprehensive benefits package includes Health/Dental/Vision Insurance, Life/Disability Insurance, Retirement/401(k), Fitness Center Membership, Transportation Benefits.
Equal Opportunity Employer/Veterans/Disabled. To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ******************************************** The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable: The California Fair Chance Act, Los Angeles City Fair Chance Ordinance, Los Angeles County Fair Chance Ordinance for Employers, San Francisco Fair Chance Ordinance.
Financial Analyst
New Brunswick, NJ jobs
We are currently looking for a seasoned Financial Analyst to join a large organization in New Brunswick, NJ.
Candidates must be local and must be willing to go onsite. This is an initial 12-month contract with the potential to extend, eligible for full benefits.
To succeed in this role, the candidate will have to possess strong technical, analytical and customer-oriented skills. The Analyst will be part of Global Reporting Integration and Run Support team and will be supporting the management reporting solution across all sectors. Key responsibilities will be providing support for the existing reporting solutions incl. ensuring data integrity of published data as well as recommending and/or implementing additional reporting requirements on AFO/Alteryx/Tableau/SAP Analytics Cloud. The role also includes communication and business partnering with numerous business stakeholders spread across the globe, as well as regional CoEs and IT support.
Key Responsibilities:
Development and Support of PHARM and MedTech SigniFi on Reporting Platforms (SAP AFP and SAC)
User support and issue resolution in close co-operation with the global reporting support team.
Support the business during monthly and quarterly close process relating to reporting
Assist in managing Legacy reporting on Tableau for Medtech.
Participation in creating documentation of Operational and Enhancement Processes.
Understand financial impact of reconciling and ensuring data integrity and working with systems teams to repair any data or reporting issues.
Perform as an expert in understanding ERP data feeds utilized within the reporting solution; understand the lowest levels of data available to facilitate related investigations and recommend appropriate action.
Contribute continuously to the improvement of overall data quality.
Maintain and improve a strong internal control environment.
Business partner with stakeholders to resolve reporting defects.
Support Commercial analysts on how to utilize the reporting solutions to develop expert local knowledge.
Understand data flows, financial reports and report calculations
Act as the intermediary between system and business to ensure voices are heard, actively provide feedback to related teams and resolve issues, as necessary.
Partnering with IT and other support groups in CFIN, Datahub, Master Data, Internal / Governance Reporting Teams, etc. to resolve reporting issues.
Participate in knowledge transfer sessions for new reports, sector deployments, etc. as they go live in production.
Qualifications:
Qualified or studying Finance / Accounting or BI.
Systems qualifications preferred, SAP (AFO and SAC), BW, Tableau
Analytical, problem solving, willingness to learn, attention to details and initiative to follow through on directives.
Sensitivity knowledge of global partners/cultures/norms is critical for this role and required.
Good communication skills, operate with a degree of independence and able to collaborate in a highly matrixed environment.
Strong technical / analytical skills with a complex financial accounting and systems environment.
Ability to deal with ambiguity.
Proactive, High energy, positive / can-do attitude and self-motivated is a must.
Financial Analyst
Richmond, VA jobs
We are recruiting for a financial analyst to work for one of our best clients in Richmond,VA. The company has been in business for decades and has a beautiful faclity with an incredible view of Richmond. This role allows a talented analyst to provide data to support critical decisions. This is the perfect role for an analyst with a command of multiple tools.
Responsibilities:
Provide ad hoc models and financial analyses
Create analysis to communicate complex topics effectively and efficiently to various internal parties, including executives
Support partners and other deparments with pricing analysis
Requirements:
BS Degree in finance or accounting
5+ years experience in FP&A
Advanced skills with Microsoft Excel and Microsoft PowerPoint
Proficiency with PowerBI.
Experience with 3E, Advanced Financial Solutions, and SQL or Python a plus
Our client offers a hybrid working arrangement.
LHH is highly regarded as an industry leader. LHH specializes in the career placement of top-notch accounting and finance professionals. When you work with our team, you will be greeted by a team of experienced financial professionals and tenured, executive recruiters. As accountants and CPA's from the industry we serve, we worked within the accounting and finance industries first, found the careers that make us happy, and now enjoy doing the same for other professionals.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit **********************************************
The Company will consider qualified applicants with arrest and conviction records.
Financial Analyst
Morrisville, NC jobs
*** You must currently reside within 20 miles of Morrisville, NC to be considered for this role. ***
A growing, PE-backed healthcare organization with strong backing and ongoing acquisitions is seeking a Financial Analyst to support its expanding finance function. This newly created role is designed for someone eager to learn the business, collaborate with leaders, and take ownership of critical financial processes.
The Opportunity:
This is a hands-on position with direct exposure to senior leadership across the organization. You'll support the monthly close, perform financial analysis, and help build reporting for multiple business units. The environment moves quickly, welcomes new ideas, and offers opportunities to shape processes as the company scales. This is an ideal role for someone inquisitive, analytical, and motivated to grow.
What You'll Do:
• Manage monthly financial close procedures for multiple entities
• Perform first-level P&L reviews and partner with accounting to ensure accuracy
• Prepare weekly budget vs. actual reports and quarterly incentive calculations
• Build monthly KPI reporting and financial packages
• Execute ad hoc projects such as brand-level analysis, including OpEx, headcount, and retention
• Collaborate cross-functionally and proactively identify opportunities to improve processes
Qualifications:
• Big 4 or large regional public accounting experience (2+ years)
• Curious mindset with strong analytical skills
• Excellent communication and a professional, friendly presence
• Self-starter who enjoys solving business problems and jumping into new challenges
Work Environment:
• Hybrid: 2 days per week on-site for collaboration- Morrisville, NC
Financial Analyst
Knoxville, TN jobs
RemX Recruiting Firm is pleased to represent a well-established, premier employer in Knoxville for its hire of an experienced FINANCIAL ANALYST (Senior level) to its FP&A team.
The ideal candidate will be responsible for using their analytical mindset to analyze and interpret financial data, then relating it to potential business trends and issues. This candidate will feel comfortable using insights they have discovered to communicate important themes and discoveries to company leadership.
Responsibilities
Analyze current and past financial data and performance to make recommendations on profit enhancement
Consistently analyze financial information based on both routine and ad-hoc reports
Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators
Communicate financial insights suggesting business issues to management
Qualifications
Bachelor's degree in Accounting, Finance or business related
3 years' MINIMUM financial analysis experience OR related
Advanced knowledge of Excel
Strong communication skills (oral & written)
As a top employer in Knoxville, this company offers excellent career growth and the chance to act as a true business partner to various business units within the company. This person "has a seat at the table" in key meetings and will participate in budgeting, forecasting, product development discussions, etc. This person will monitor the financial performance and become a subject matter expert for those business units.
HIGH COLLABORATION and PARTICIPATION in meetings is expected. Taking initiative, adding value & building relationships are key aspects to the role.
If you are ready to take your financial analyst career to the next level with a profitable, growing company who hires the best of the best, apply today to learn more! BEST BENEFITS, COMPENSATION & CULTURE!
Financial Analyst
Everett, WA jobs
We are seeking a detail-oriented Financial Analyst I to support the Program Accounting Department with monthly network payments, accruals, financial reporting, and data analysis. This assignment requires someone who can independently manage their workload, work with large datasets, and deliver accurate financial reporting under tight deadlines.
Responsibilities
Financial Analysis & Reporting
Prepare, analyze, and reconcile monthly network payments and accruals.
Review and process monthly invoices and accruals to ensure accurate financial statements and subscriber reporting.
Prepare and distribute weekly, monthly, quarterly, and annual financial reports.
Support month-end and year-end close processes, including journal entry preparation.
Data Management & Modeling
Analyze, review, and manipulate large datasets using database tools (Teradata, SQL, Microsoft Visual Studio) to calculate payments and provide insights.
Maintain, update, and design financial models, forecasts, and analytics reports.
Run financial data queries and support ad hoc report development.
Operational Support
Act as liaison between permitting, survey, and design departments for residential and commercial construction-related financial documentation.
Review invoicing to ensure proper rate code usage and compliance; approve, reject, or request additional documentation as needed.
Coordinate changes to existing reports and required submissions across departments.
Provide trend reporting and assist in process improvement and standardization projects.
Additional Duties
Research budget and forecast variances and communicate findings.
Participate in audits presented by networks and streamline tracking and research processes.
Perform ad hoc analysis, data summarization, and other duties as assigned.
Maintain regular, punctual attendance; may require nights, weekends, variable schedules, or overtime.
Qualifications
Education:
Bachelor's degree in Accounting, Finance, MIS, or equivalent experience.
Experience:
1-3 years of relevant financial analysis or accounting experience.
Experience in industry or public accounting preferred.
Technical Skills:
Strong analytical skills and ability to manage large datasets.
Proficiency with Essbase and Oracle.
Strong knowledge of database tools: Teradata, SQL, Microsoft Visual Studio.
Advanced skills in Microsoft Excel, Word, and Outlook.
Soft Skills:
Strong written and verbal communication skills.
Ability to work independently and exercise sound judgment.
Detail-oriented with strong organizational skills.
Financial Analyst
Puyallup, WA jobs
We are seeking a detail-oriented Financial Analyst I to support the Program Accounting Department with monthly network payments, accruals, financial reporting, and data analysis. This assignment requires someone who can independently manage their workload, work with large datasets, and deliver accurate financial reporting under tight deadlines.
Responsibilities
Financial Analysis & Reporting
Prepare, analyze, and reconcile monthly network payments and accruals.
Review and process monthly invoices and accruals to ensure accurate financial statements and subscriber reporting.
Prepare and distribute weekly, monthly, quarterly, and annual financial reports.
Support month-end and year-end close processes, including journal entry preparation.
Data Management & Modeling
Analyze, review, and manipulate large datasets using database tools (Teradata, SQL, Microsoft Visual Studio) to calculate payments and provide insights.
Maintain, update, and design financial models, forecasts, and analytics reports.
Run financial data queries and support ad hoc report development.
Operational Support
Act as liaison between permitting, survey, and design departments for residential and commercial construction-related financial documentation.
Review invoicing to ensure proper rate code usage and compliance; approve, reject, or request additional documentation as needed.
Coordinate changes to existing reports and required submissions across departments.
Provide trend reporting and assist in process improvement and standardization projects.
Additional Duties
Research budget and forecast variances and communicate findings.
Participate in audits presented by networks and streamline tracking and research processes.
Perform ad hoc analysis, data summarization, and other duties as assigned.
Maintain regular, punctual attendance; may require nights, weekends, variable schedules, or overtime.
Qualifications
Education:
Bachelor's degree in Accounting, Finance, MIS, or equivalent experience.
Experience:
1-3 years of relevant financial analysis or accounting experience.
Experience in industry or public accounting preferred.
Technical Skills:
Strong analytical skills and ability to manage large datasets.
Proficiency with Essbase and Oracle.
Strong knowledge of database tools: Teradata, SQL, Microsoft Visual Studio.
Advanced skills in Microsoft Excel, Word, and Outlook.
Soft Skills:
Strong written and verbal communication skills.
Ability to work independently and exercise sound judgment.
Detail-oriented with strong organizational skills.
Financial Analyst II
North Chicago, IL jobs
Duration: 3 months, Contract to Hire
**HYBRID Role -- 3 days in the office - currently Monday, Tuesday, Wednesday. Changing to Tuesday, Wednesday, Thursday in 2026. During the closing week it would be the 4 days of close regardless of the day**
Job Description:
What are the top 3-5 skills, experience or education required for this position:
1. Manufacturing Accounting Experience i.e., Absorption and operating variances.
2. Cost Accounting experience
3. Bachelor's in Accounting or Finance.
4. Ability to meet tight deadlines.
5. Multi-tasking
The Senior Analyst, Finance is responsible for financial accounting, cost allocation, collection of data and preparation of reports that maintain Client's cost accounting systems for businesses supported.
Key Responsibilities Include:
Leads and reviews month-end processes for businesses supported. Includes but not limited to inventory reconciliation, manufacturing variance analytics and reconciliation of general ledger accounts.
Leads plant reviews and understands the growth/performance of their business and analyzes variances of actuals vs plan.
Financial support for Plan and Update. Flash/LBE (Latest Best Estimate) preparation. Review and understand variances from Plan/Update/LBE. Provide mid-month analysis of actuals and trend against LBE to plant management.
Responsible for assisting Operations team in the identification of areas for cost reductions and operational improvements, annual budget process, periodic forecasting and periodic analysis of operations performance.
Prepare, coordinate, and develop standards for assigned business unit or product family, and ensure timely communication of information.
Maintain internal controls and account reconciliations for respective business unit to ensure appropriate asset valuation and safeguards.
Prepare and analyze journal entries as needed during month-end close process.
Provide ad hoc analysis to support complex decision making.
Qualifications:
Bachelor's degree in Accounting or Finance.
Minimum 4 years related accounting experience in a manufacturing environment required.
Knowledge and proficiency in systems, particularly MS Excel and SAP, is critical.
Possess a working knowledge of the Corporate Financial Manual (CFM) and the ability to apply the correct policy to business issues.
Strong analytical, problem solving, and communication skills.
Must be able to manage multiple priorities and achieve required timelines.
Familiarity with standard cost variance analysis preferred.
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Recruiter Details:
Name: Ishan
Email: *********************************
Internal Id: 25-50852
Consumer Finance Associate
Houston, TX jobs
Consumer Finance Associate - Hybrid Our client, an Am 100 law firm, has an immediate opening in their Austin, Dallas, or Houston offices for a Consumer Finance Associate with a minimum of three years of experience. Candidates should have experience navigating litigation and arbitration proceedings on behalf of financial institutions at the state, federal, and appellate levels, as well as familiarity with mortgage servicing litigation, the Fair Debt Collections Practices Act (FDCPA), the Fair Credit Reporting Act (FCRA), and state consumer protection acts. The candidate will work primarily with attorneys in our Financial Services & Capital Markets business unit.
The ideal candidate will have excellent academic credentials, a commitment to the community, superior interpersonal skills, and a demonstrated record of working well under pressure. The candidate should demonstrate exceptional judgment, the ability to effectively handle multiple projects, and the ability to articulate legal strategies and courses of action.
Candidates should have an active Texas bar license.
Salary
190,000.00
-
250,000.00
(USD)
Package Details
We offer competitive compensation and a comprehensive benefit package including medical, dental, vision, 401(k) and much more.
Financial Analyst
Dallas, TX jobs
FRESH GRADS Majors in highly Preferred : Business Administration , Finance, Accounting , Economics or Business Management.
Job Duration : 6-12 Months
Pay rate : $23/hr
(Summary of Division)
Commodities Operations is a fast-paced, cross-functional division that supports all commodity products (oil, gas, power, metals, etc.) and all market types (physical, financial, cleared). The team designs the processes, controls, and risk-management frameworks that ensure smooth trade execution, new product launches, market entry, and end-to-end operational flow across the firm.
Your Impact (Role Purpose Summary)
This role requires a strong communicator who can manage operational risk for both physical and derivative commodity transactions. You will work closely with Sales & Trading and multiple internal teams to address issues quickly, mitigate risk, and adapt to a constantly changing workload. The position demands multitasking, attention to detail, and the ability to coordinate across several functions simultaneously.
Our Impact (Team Function Summary)
The Sales and Trading Services team supports the full commodities business by managing operational risk, ensuring accurate trade lifecycle processing, and partnering with Sales, Trading, Technology, Product Control, Compliance, Legal, and other key groups. The focus is on maintaining controls, resolving issues, and supporting day-to-day trading activity.
How You Will Fulfill Your Potential (Responsibilities Summary)
Monitor and investigate reporting breaks, process failures, and booking discrepancies.
Work with Sales, Trading, and Technology to resolve technical or trade-related issues.
Re-engineer processes to reduce risk and improve efficiency.
Participate in technology upgrades and regulatory change projects.
Continually refine workflows to improve quality, reduce errors, and meet operational targets.
Skills - Basic Qualifications Summary
Bachelor's degree and 0-3 years of experience, ideally in financial operations.
Strong technical aptitude, Microsoft proficiency, and high attention to detail.
Skills - Preferred Qualifications Summary
Experience in Middle Office, Settlements, Documentation, Commodities, or Trade Support.
Strong communication, relationship-building, and problem-solving abilities.
Ability to handle pressure, multitask, and anticipate issues proactively.
Analytical thinking, organizational skills, project management exposure, and a service-oriented mindset.
Financial Analyst
Irvine, CA jobs
CAM Analyst
Direct Hire; $90K - $95K base salary
Irvine, CA 92612
*Must have commercial property management experience with processing CAM.
KEY RESPONSIBILITIES:
· Have a thorough understanding of retail accounting principles including recovery ratios and methods, allocating costs to various CAM/CAMA pools, accrual, and cash basis accounting, reading, and understanding financials and being able to abstract information from a lease.
· Responsible for processing monthly Base Rent/CAM/INS and RE taxes, including other miscellaneous financial obligations.
· Assist with conducting audits and analyzing lease documents, addressing any discrepancies, issues, and questions, make recommendations and implement solutions.
· Tracking and maintaining critical lease dates.
· Reviewing lease documents and databases to ensure accuracy and lease compliance.
· Abstracting and interpreting commercial lease documents (leases, amendments, sublease, CCR's).
· Assist in completing other tasks within the department when additional resources are needed.
· Establish and implement a lease audit function to review existing data in the Yardi system and identify areas of improvement and maximize revenue opportunities/CAM savings.
· Responsible for responding to internal and external communication regarding leases and rent/cam charges.
NOTE: Company reserves the right to adjust your duties and responsibilities at any time.
QUALIFICATIONS:
Experience:
· Minimum of 5-10 years of experience in commercial property management, with a focus on retail and office spaces.
Education:
Bachelor's degree in business administration - Accounting - Financial Management.
Skills:
· Strong financial acumen and experience with CAM/CAMA pools.
· Accrual and cash basis accounting.
· Lease Abstract, processing monthly Base Rent/CAM/INS.
· Budgeting and Financial reporting.
· Excellent communication and interpersonal skills.
· Proficiency in property management software (i.e., Yardi).
· Ability to multitask and prioritize in a fast-paced environment.
· Strong problem-solving and decision-making abilities.
Benefits:
· Health, dental, and vision insurance
· 401(k) plan
· Paid time off and holidays
· Professional development opportunities