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Remote Investment Analyst - AI Trainer ($50-$60/hour)
Data Annotation
Remote finance/accounting analyst 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 60d+ ago
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Remote Senior Finance Specialist - AI Trainer
Superannotate
Remote finance/accounting analyst job
In this hourly, remote contractor role, you will review AI-generated finance analyses and/or generate expert finance content, evaluating reasoning quality and step-by-step problem-solving while providing precise written feedback. You will assess solutions for accuracy, clarity, and adherence to the prompt; identify methodological or conceptual errors; fact-check financial claims and assumptions; write high-quality explanations and model solutions; and rate and compare multiple responses based on correctness and reasoning quality. This role is with SME Careers, a fast-growing AI Data Services company and subsidiary of SuperAnnotate, delivering training data for many of the world's largest AI companies and foundation-model labs. Your finance expertise directly helps improve the world's premier AI models by making their financial reasoning more accurate, reliable, and clearly explained.
Key Responsibilities:
• Develop AI Training Content: Create detailed prompts in various topics and responses to guide AI learning, ensuring the models reflect a comprehensive understanding of diverse subjects.
• Optimize AI Performance: Evaluate and rank AI responses to enhance the model's accuracy, fluency, and contextual relevance.
• Ensure Model Integrity: Test AI models for potential inaccuracies or biases, validating their reliability across use cases.
Your Profile:
• Bachelor's degree (or higher) in Finance, Economics, Accounting, Business, Financial Engineering, or Quantitative Finance (including coursework in Micro/Macro, Corporate Finance, Investments, Econometrics, and Accounting).
• 5+ years of professional experience in Finance, Economics, Accounting, Business, Financial Engineering, or Quantitative Finance.
• Strong command of financial statements, valuation (DCF and multiples), time value of money, and markets/instruments.
• Confident in risk/return reasoning, basic macro & microeconomic intuition, and financial modeling logic (assumptions, drivers, sensitivities, consistency checks).
• Able to rigorously review and explain reasoning, identify methodological errors, and fact-check claims with high attention to detail; Minimum C1 English proficiency.
• Comfortable applying structured sanity checks (conservation-style checks for finance: reconciliation, sign/units consistency, boundary cases, and plausibility bounds).
• Reliable, self-directed, and able to deliver consistent quality in an hourly, remote contractor workflow across time zones.
• Previous experience with AI data training/annotation, expert review, or editorial QA is strongly preferred.
$80k-143k yearly est. 16d ago
Accounting Manager-Credit
Vaco By Highspring
Finance/accounting analyst job in Delaware, OH
Our manufacturing client is looking for a local Senior Accountant/Acct Mgr to help manage a manufacturing business unit. position is 5 days a week in office. Some flexibility with working an occasional day remotely or bad weather days. Read on to fully understand what this job requires in terms of skills and experience If you are a good match, make an application.
Proven record of diverse Accounting and Finance Skills as this is a very visible position.
Deadline driven delivery of monthly financial reporting to senior Accounting Leadership Team.
Strong General Ledger accounting skills.
Ability to prepare monthly FPA and Variance Analysis
Budgeting, Forecasting and Analysis skills are required.
Prior Manufacturing Experience and Cost Accounting Skills are preferred.
Strong ERP, Accounting Software and Microsoft Excel skills
4+ years of Accounting and Finance Experience
4 year Bachelors in Accounting or Finance The company offers great benefits including a very large 401K match, great medical and dental benefits etc. The position will be eligible for an annual bonus.
Only local candidates to NJ, PA and DE should apply. No relocation at the present time.
Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact
You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies. California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees
Virginia residents may access our state specific policies
Residents of all other states may access our policies
Canadian residents may access our policies in English
and in French
Residents of countries governed by GDPR may access our policies
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual's skill sets, experience and training; office location and other geographic considerations; With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. xevrcyc The individual may also be eligible for discretionary bonuses.
A leading financial institution is seeking a cybersecurity governance specialist to execute risk assessments and evaluate cybersecurity controls. The ideal candidate will have extensive experience in cybersecurity, strong analytical skills, and a Bachelor's degree in a related field. This remote position offers competitive compensation ranging from $120,000 to $180,000, along with a comprehensive benefits program.
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$120k-180k yearly 5d ago
Remote Senior Key Account Leader - OEM/ODM Growth
Adlink Technology
Remote finance/accounting analyst job
A leading technology firm is seeking a Senior Key Account Manager to build strategic relationships with OEM/ODM clients in the San Francisco area. The role requires at least 5 years of experience in key account management within the computer and electronics sectors. Responsibilities include exceeding sales quotas, enhancing customer satisfaction, and developing new business. The position offers a competitive salary range of $150,000-$175,000 per year and is fully remote.
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$150k-175k yearly 2d ago
Director of Accounting
Gamma.App
Remote finance/accounting analyst job
We're building the creative layer for modern communication. Every month, over a billion people make presentations - but the tools they use to make them haven't evolved in decades. We're changing that, using AI to disrupt a massive market.
📈 Millions of people rely on Gamma to create, teach, and persuade, creating more than 1 million gammas every day.
💻 We see Gamma as the next great workplace tool, combining viral B2C love with a massive B2B opportunity. We believe AI can be a true creative partner: one that understands context, clarity, and taste.
💸 We've reached a $2.1B valuation, crossed $100M in annual recurring revenue, and have been profitable since 2023.
💙 We're an imaginative, passionate team who takes our work seriously, but not ourselves. Our culture is warm, a little quirky, and fueled by curiosity.
About the role
You'll build and lead Gamma's Accounting function as we scale from Series B into our next stage of growth. This means bringing accounting fully in-house, establishing scalable processes and controls, and preparing the company for audit. You'll own the full accounting cycle, ensure GAAP compliance, manage payroll and equity operations, and partner cross‑functionally to drive operational excellence.
This role is ideal for a detail‑oriented finance leader who thrives in dynamic environments and enjoys building from the ground up. You'll balance strategic oversight with hands‑on execution, implementing systems and automation that streamline workflows while maintaining accuracy and control. You'll also hire and mentor a small, high‑performing accounting team as we continue to scale.
Our team has a strong in‑office culture and works in person 4-5 days per week in San Francisco. We love working together to stay creative and connected, with flexibility to work from home when focus matters most.
What you'll do
Bring accounting fully in‑house from third‑party vendors, establishing scalable processes, systems, controls, and automation tools
Own monthly, quarterly, and annual close processes, building a chart of accounts and reporting structure that supports department‑level P&L visibility
Develop and maintain strong internal controls and documentation, managing external auditors and establishing GAAP policies for revenue recognition, expense classification, and capitalization
Own all aspects of SaaS revenue recognition (ASC 606) including contracts, renewals, and deferred revenue, partnering with Sales Ops, Legal, and FP&A
Oversee payroll operations and ensure compliance with federal, state, and international labor and tax regulations across all operating geographies
Manage stock‑based compensation accounting and own the integrity and reconciliation of HRIS, payroll, and accounting systems
Build scalable processes for headcount planning, payroll reporting, and compensation expense forecasting in collaboration with FP&A and People teams
Build, lead, and mentor a high‑performing accounting team while managing the transition from outsourced vendors and partnering cross‑functionally with FP&A, HR, Legal, and Operations
What you'll bring
CPA required
10+ years of progressive accounting experience, including public accounting (Big 4 or national firm) and in‑house corporate experience at a high‑growth SaaS or technology company
Strong technical accounting skills, including ASC 606 (Revenue Recognition), ASC 842 (Leases), and consolidation
Experience managing audits and implementing internal controls
Proven experience standing up an accounting function or leading through significant organizational change
Hands‑on experience overseeing payroll and stock‑based compensation accounting
Working knowledge of accounting systems (e.g., QBO, NetSuite) and integrations with billing, CRM, HR, and payroll systems
Exceptional attention to detail and ability to operate both strategically and tactically
Collaborative, low‑ego leadership style and comfort in fast‑moving, high‑growth environments
Compensation range :
Final offer amounts are determined by multiple factors, including but not limited to experience and expertise in the requirements listed above.
If you're interested in this role but you don't meet every requirement, we encourage you to apply anyway! We're always excited about meeting great people.
You get energy from small teams doing big things.
You love when design, code, and storytelling overlap.
You default to action, even when the answer isn't clear yet.
You value details, but know when to ship and move on.
You bring both the spreadsheets and the sparkle, equal parts workhorse and unicorn.
You believe AI should amplify creativity, not replace it.
You know kindness and intensity are not opposites.
You like working with people who care deeply: about their craft, their teammates, and the users on the other side of the screen.
Who we are
Gamma is full of imaginative, passionate people who take their work seriously but not themselves. The culture is warm, a little quirky, and fueled by curiosity. It's the kind of place where you'll debate a pixel on Monday, laugh over someone's keyboard setup on Tuesday, and ship something remarkable by Friday.
We care about craft, move with intention, and don't mind getting a little scrappy. It's fast, creative, and occasionally chaotic - but that's what makes it interesting.
Here's a bit about what it's like to work here, from people on the inside:
"quirky, inspiring, fun, a little wild in the best way"
"You can have an idea and just run with it."
"Everyone's talented and humble - the mix keeps you sharp."
"We ship cool stuff, learn a ton, and laugh a lot doing it."
Meet the team
We're a team of dreamers and doers building in beautiful San Francisco 🌉
We're kabbadi enthusiasts, pickleballers, dog herders, woodworkers, keyboard nerds, potters, and more - and we can't wait to meet you!
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A leading outdoor exploration platform is seeking an Accounting Manager in San Francisco. The ideal candidate will have extensive experience in accounting management, oversee financial operations, and ensure compliance with US GAAP. Key responsibilities include managing accounts payable, leading the financial close process, and supervising the accounting team. The role offers a competitive salary ranging from $140,000 to $170,000, along with benefits that support professional growth and well-being.
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$140k-170k yearly 4d ago
Senior Corporate Accountant
Blockchain.com 4.1
Remote finance/accounting analyst job
Blockchain.com is the world's leading software platform for digital assets. Offering the largest production blockchain platform in the world, we share the passion to code, create, and ultimately build an open, accessible and fair financial future, one piece of software at a time.
Blockchain.com is seeking an energetic, efficient, self-motivated, and resourceful team player to be our Senior Corporate Accountant. This role is a key member of the finance team providing accounting support, reporting and analysis. Reporting directly to the Group Controller, this position works closely with members of the finance team domestically and internationally and is responsible for overseeing the company's consolidation process of all entities.
Additionally, this role will be responsible for managing and developing team members. We are focused on hiring individuals who possess a combination of strong leadership and technical skills and have a passion for being innovative and delivering exceptional ideas and service to our stakeholders.
This position is in Dallas, Texas and requires to be in the office 4 days a week.
WHAT YOU WILL DO
Manage and execute the monthly, quarterly, and annual consolidation process, ensuring all deadlines are met.
Manage consolidation-related activities such as changes to the global chart of accounts, entity reporting hierarchies, consolidation mappings, intercompany eliminations, and other processes/controls.
Prepare and review consolidation journal entries, including intercompany eliminations, investment eliminations, and foreign currency translation adjustments.
Analyze and validate the foreign currency and translation impact on financial results.
Serve as a key contact point related to the consolidation process ensuring strong communication and timely resolution of issues with our global finance team.
Analyze and reconcile intercompany balances and transactions, working with regional accounting teams to resolve discrepancies.
Maintain the company's consolidation system (NetSuite Multi-Book) and ensure data integrity.
Prepare and review consolidated financial statements, including the income statement, balance sheet, statement of cash flows, and statement of changes in equity.
Prepare supporting schedules and documentation for internal and external audits
Assist in month-end, quarter-end and year-end closing activities including the preparation of management reports and accompanying schedules.
Work closely with various departments (e.g., FP&A, Tax, Treasury), and external auditors.
Provide guidance and support to other accounting staff on consolidation-related matters.
Participate in cross-functional projects as needed.
Identify opportunities to streamline the consolidation and reporting processes, implement automated solutions and improve efficiency and accuracy.
WHAT YOU WILL NEED
The foremost quality for this position or any position at Blockchain is integrity
Preference for prior experience in crypto, fintech, or start-up environments
Bachelor's degree in accounting.
CPA certification is preferred.
3-5+ years of experience in accounting, with a focus on consolidations.
Public accounting experience preferred.
Strong knowledge of U.S. GAAP, particularly consolidation accounting.
Experience with consolidation systems (e.g., NetSuite Multi-Book) is highly desirable.
Experience working with Google Workspace and Microsoft Office Suite
Excellent analytical, problem-solving, and communication skills.
Ability to work in a fast paced, deadline-oriented environment and prioritize optimally, with consideration of broader team goals
Strong attention to detail and accuracy
Experience interacting with a global finance/accounting team
COMPENSATION & PERKS
Competitive salary and meaningful equity in an industry-leading company.
Role based in our Dallas office, requiring 4 office days per week
The opportunity to be a key player and build your career at a rapidly expanding, global technology company in an exciting, emerging industry.
Comprehensive health, dental, and vision benefits.
Unlimited vacation policy to maintain work-life balance.
The latest Apple equipment for optimal productivity.
Performance-based bonuses
Work from Anywhere Policy: You can work remotely from anywhere in the world for up to 20 days per year.
We also offer benefits that include medical and dental coverage, retirement benefits, paid parental leave, flexible paid time off. Additionally, this role might be eligible for discretionary bonuses, and full-time employees will receive equity as part of the compensation package.
Note: Blockchain.com benefits programs are subject to eligibility requirements.
Blockchain is committed to diversity and inclusion in the workplace and is proud to be an equal opportunity employer. We prohibit discrimination and harassment of any kind based on race, religion, color, national origin, gender, gender expression, sex, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by law. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, and apprenticeship. Blockchain makes hiring decisions based solely on qualifications, merit, and business needs at the time.
You may contact our Data Protection Officer by email at ******************. Your personal data will be processed for the purposes of managing Controller's recruitment related activities, which include setting up and conducting interviews and tests for applicants, evaluating and assessing the results thereto, and as is otherwise needed in the recruitment and hiring processes. Such processing is legally permissible under Art. 6(1)(f) of Regulation (EU) 2016/679 (General Data Protection Regulation) as necessary for the purposes of the legitimate interests pursued by the Controller, which are the solicitation, evaluation, and selection of applicants for employment.
Your personal data will be shared with Greenhouse Software, Inc., a cloud services provider located in the United States of America and engaged by Controller to help manage its recruitment and hiring process on Controller's behalf. Accordingly, if you are located outside of the United States, your personal data will be transferred to the United States once you submit it through this site. Because the European Union Commission has determined that United States data privacy laws do not ensure an adequate level of protection for personal data collected from EU data subjects, the transfer will be subject to appropriate additional safeguards under the standard contractual clauses.
Your personal data will be retained by Controller as long as Controller determines it is necessary to evaluate your application for employment. Under the GDPR, you have the right to request access to your personal data, to request that your personal data be rectified or erased, and to request that processing of your personal data be restricted. You also have the right to data portability. In addition, you may lodge a complaint with an EU supervisory authority.
$66k-88k yearly est. 1d ago
Remote Licensed Financial Services Professional
Cirkal Financial Services Fl. LLC
Remote finance/accounting analyst job
Remote Licensed Financial Services Representative Type: Commission-Based Independent Contractor About Us: Cirkal Financial Services is a growing national firm dedicated to helping individuals, families, and businesses achieve financial security through life insurance, retirement planning, and wealth-building strategies. Our mission is to empower communities through financial literacy and smart financial solutions.
Position Overview:
We're seeking motivated, individuals willing to become licensed financial professionals who are passionate about helping clients protect and grow their wealth. As a Remote Financial Services Representative, you'll have the flexibility to work from anywhere, access comprehensive training, and represent top-tier financial products and carriers.
Responsibilities:
Educate clients on life insurance, annuities, and financial planning options
Develop customized strategies to meet client needs
Build long-term client relationships through trust and service excellence
Maintain required state licenses and compliance standards
Qualifications:
Active state Life & Health Insurance License (or willingness to obtain)
Strong communication and interpersonal skills
Self-motivated and entrepreneurial mindset
Experience in sales, finance, or customer service a plus
What We Offer:
Remote flexibility with unlimited earning potential
Access to top carriers and products
Ongoing mentorship and professional development
Advancement opportunities within Cirkal Financial Services
To Apply:
Send your resume or inquiry to []
A financial services company is seeking a Finance & Strategy Analyst to join their team. This remote position focuses on data-driven decision-making, providing financial insights, and strategic analysis to senior leadership. Ideal candidates should possess strong analytical skills, a background in finance, and proficiency in Excel. Benefits include competitive compensation and comprehensive health coverage.
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At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals.
We are looking to hire an Accounting Manager with Healthcare Industry experience to join our Outsourced Accounting & CFO practice, in a fully remote role. As an Accounting Manager, you will help our clients transform their business with a collaborative approach that allows them to seamlessly mitigate risk, overcome challenges, meet deadlines, and identify personnel to help them with their workforce needs.
Please note that this is a fully-remote position, but you must be available to work Eastern and/or Central time zones.
What it Means to Work for EisnerAmper:
You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry
You will have the flexibility to manage your days in support of our commitment to work/life balance
You will join a culture that has received multiple top "Places to Work" awards
We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
We understand that embracing our differences is what unites us as a team and strengthens our foundation
Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
What work you will be responsible for:
Assist in the financial planning, budgeting, procurements, or investment activities for all or part of an organization.
Prepare financial information or direct preparation of financial information by staff.
Prepare financial statements, business activity reports, financial position forecasts, budgets, or reports required by regulatory agencies.
Monitor ratio and key performance indicators (KPI).
Monitor and evaluate the performance of accounting and other financial staff, recommending and implementing actions.
Lead projects for audit, due diligence, system selection, and other consulting projects.
Become an industry professional and attend industry-leading events and trainings.
Maintain knowledge of the client's organizational policies and procedures, federal and state policies and directives, and current accounting standards.
Assist in business development process including meetings with prospective clients
Assist in hiring and training of departmental staff
Basic qualifications:
BA/BS degree in accounting or related field required
4+ of relevant accounting, audit and/or financial statements experience
Accounting back-office experience
1+ years of prior supervisory experience
Preferred/Desired qualifications:
Relevant experience in the Healthcare Industry (provider networks) is highly preferred
Public accounting experience is preferred
CPA certification or exams passed is preferred
Aptitude for developing and maintaining a thorough working knowledge of accounting software and systems. QuickBooks or Intacct experience is preferred.
Proficiency with applicable software (Microsoft Excel, Word, Outlook, etc.).
Strong organization skills/goal orientation/self-motivation.
Ability to handle multiple client files and deadlines at one time.
Ability to handle pressure in a positive professional manner.
Excellent interpersonal skills.
Communication that is clear, concise, and considerate of the needs of others.
Ability to work cooperatively with others and value the different contributions people make.
Proven success in managing work and key client relationships to exceed client expectations.
Ability to perform in challenging situations in a positive professional manner.
EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status orany protected characteristics under federal, state, or local law.
For Minnesota, Colorado and Illinois, the expected salary range for this position is between $89,637 and $119,456. The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.
About our Outsourced Services Team:
The EisnerAmper Outsourcing group brings our team's specialized knowledge of accounting directly into the offices of a wide range of partners. When we work with a client, we become part of their business, and we don't take that lightly. Armed with cutting-edge industry technology and outsourcing practices, we're given the tools to both provide best-in-class service and constantly grow as professionals.
Through our team-based culture of creativity and collaboration across all levels, we hold each other accountable to always look for new innovative ways to grow as a group, better serve our clients, and advance in our careers.
Because we are a rapidly growing group, EisnerAmper Outsourcing employees have the opportunity to make a lasting impact on the business and its direction. Everyone has a voice to bring new ideas to the table, which are backed by the confidence, expertise, and global reach of the larger firm.
About EisnerAmper:
EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 5,000 employees including 450+ partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow.
Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients.
Should you need any accommodations to complete this application please email:
Preferred Location:Minneapolis
For NYC and California, the expected salary range for this position is between
85000
and
150000
The range for the position in other geographies may vary based on market differences.The actual compensation will be determined based on experience and other factors permitted by law.
$89.6k-119.5k yearly 4d ago
Financial Analyst
Russell Tobin 4.1
Finance/accounting analyst job in Columbus, OH
💼 Asset Movement Team Associate - Finance Entry-Level Opportunity (Full-Time)
🎯 Perfect for Recent Grads!
Are you a recent graduate with less than 1 year of experience or finance internships? This is your foot in the door to the finance industry!
⚠️ Contract Position - 3 months duration
📋 What You'll Do:
Review and approve money movement transactions 💸
Provide world-class customer service 🌟
Work with Morgan Stanley branch associates
Apply risk policies to prevent fraud 🔒
Stay current on SEC/FINRA compliance rules 📚
🎓 What We're Looking For:
Recent college graduates or equivalent experience
Basic experience with Microsoft Suite 💻
Strong communication and interpersonal skills 🗣️
Attention to detail and organizational skills 📊
Ability to learn new systems quickly ⚡
🌟 Why This Role?
Fast-paced, high-quality work environment
Team collaboration with critical thinking
Exposure to compliance and risk management
Technology and project experience
Excellent entry point into finance career!
💡 Additional Opportunities Available! We have other positions available for recent grads! If you think you'd be a good fit, please reach out to me - I'd love to discuss more opportunities that might align with your career goals! 📞✨
$44k-63k yearly est. 3d ago
Entry Level Financial Professional (Remote)
BYO Financial
Remote finance/accounting analyst job
We are seeking a Financial Professional, Part-Time or Full-Time to join our team immediately! Our firm is rapidly expanding across North America. Our goal is to take an educational approach and deliver our expertise to people from all walks of life. We provide a complimentary financial plan for anyone who needs help or feels they are being overlooked by the traditional financial services industry.
This is a professional position for individuals who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions (because we only promote from within).
You DO NOT need to quit your EXISTING CAREER.
NO experience is necessary for the right candidate. FULL world-class training is provided. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (including but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance). Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, we are looking for you!
OUR COMPANY OFFERS:
Full, In-Depth Training Program
Flexible Schedule
Part-Time and Full-Time Positions Available
Exciting Work Environment
Unlimited Growth Potential
Work From Home
KEY RESPONSIBILITIES:
Study, learn, and execute with on-the-job training
Shadow client meetings, plan designs and presentations
Analyze client financials to determine their needs and risk tolerance
Review available options for clients
Recommend which areas or services fit the client's need
Participate in marketing and expansion strategies and efforts
QUALIFICATIONS:
Minimum 18 years of age
Legal U.S. Resident, Citizen, or Work Permit with SSN
Valid US government issued ID
Soft background check required
No criminal history/record
A working laptop and internet connection
Able to complete licensing requirements within 30 days
Accountable with a high level of integrity
PREFERRED QUALITIES:
We are looking for individuals that have the following qualities and mindset:
Honesty and integrity are characteristics you live by.
You value and believe in our mission and cause.
You have an entrepreneurial spirit.
You are constantly looking for personal growth.
You are a leader or want to learn to lead.
You are a self-starter and goal-oriented.
You can work independently and work well as a team player.
Sports/Club/Team Background, Sales, and Teaching experience is always a plus.
INCOME MODEL:
1099 Contractor
Commission income with no ceiling or cap (one client may result in $2,500 and next might be $20,000)
Residual income per annual client contract anniversary
Passive income base for agency development
Equity asset and full business ownership
Bonuses
World travel
ENVIRONMENT:
Incredible training program and positive team environment. Must be passionate about learning and helping individuals, families, and businesses with short, mid, and long-term financial goals: retirement planning, college, life planning, investments, wealth preservation, wills, estates, trusts, etc. Training and work hours are flexible. As an independent professional, you are in control and manage your schedule. The right business-minded individual is motivated to invest their time to help others. Commission-based position (1099). NO prior certification, experience, or education is necessary. Work from home or remote. We have a strong and resilient history working with students, graduates, military, professionals, and diverse ethnicities to develop high-touch financial professionals and leaders in a professional and lucrative industry.
Do not apply if you live outside the U.S. Do not apply if you are looking for a work visa.
$40k-74k yearly est. 5d ago
New Grad 2026 - Foundational Analyst Rotational Program (FAR) - Corporate Finance
LPL Financial 4.7
Remote finance/accounting analyst 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:
New Grad 2026 - Foundational Analyst Rotational Program (FAR) - Corporate Finance
Are you graduating by June 2026? Are you ready to start your finance career with a dynamic, industry leading company to accelerate your growth and development? Then our two-year FAR Program - Corporate Finance track is the place to start. LPL's finance group will present you with a wide range of challenges and opportunities. We build our success around passionate people and need great finance professionals to help continue our growth.
Program Mission
Our mission is to develop well-rounded analysts, while providing diverse experiences, extensive industry training, and exciting opportunities to grow your career.
In this two-year, full-time rotational program, you will:
Analysts will rotate onto three different teams and build crucial skills in financial analysis, corporate strategy, accounting, underwriting, treasury, relationship management, and more
Develop a strong understanding of LPL's business and the wealth management industry
Gain exposure to LPL's finance leadership team
Meet regularly with your department rotation manager and others to receive personalized coaching and mentorship
Cultivate new relationships in a fast-growing network of dedicated professionals
Have the opportunity to collaborate with your peers, and support a departmental project or strategic financial function
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:
Eligible candidates are required to be undergraduate students pursuing a bachelor's degree with a graduation timeframe between December 2025 and May 2026
3.0 GPA minimum
Offer is contingent upon completion of bachelor's degree, successful background screening, and agreement to be local to the Fort Mill/Charlotte office
Preferences:
All majors are considered, but finance and accounting majors are preferred
GPA of 3.3 or higher
Strong computer technical skills and proficient in Microsoft applications
Effective communication, analytical, and problem-solving skills
Passionate, driven, open to new opportunities, and positive attitude
High level of motivation and initiative
Disclaimer for international students:
At this time, for our early career program positions, we're unable to consider candidates who require sponsorship now or in the future. For other positions, within LPL it will depend on the specific position.
You will be responsible for obtaining and providing to LPL the required I-9 documentation as part of our onboarding process.
Positions offered are for full-time work at 40 hours per week.
Please consult your Designated School Official to confirm your eligibility with your school ability prior to applying.
Pay Range:
$29.36-$48.93/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(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 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. For further information about LPL, please visit ************
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 **************.
EAC12.9.25
$29.4-48.9 hourly Auto-Apply 60d+ ago
Corporate Strategy Analyst - REMOTE
Jobgether
Remote finance/accounting analyst job
This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Analyst - Corporate Strategy - REMOTE. In this role, you will be key in driving strategic growth initiatives and addressing complex business challenges. You will employ your analytical skills to develop actionable insights and support cross-functional teams. Your expertise in strategic analysis and business planning will directly impact the company's ability to innovate and respond to market changes. This remote opportunity allows you to contribute to the company's vision from your home location while collaborating with various stakeholders to shape impactful strategies.Accountabilities
Contribute to the development of strategic concepts and techniques.
Conduct in-depth strategic analyses and create comprehensive business plans.
Lead cross-functional teams to collaboratively solve complex problems.
Research industry trends for strategic positioning.
Facilitate prioritization and selection processes for new business opportunities.
Present findings and recommendations to senior executives.
Support the development of long-term transformational strategies.
Requirements
Bachelor's Degree required.
5 - 8 years of relevant experience or advanced degree with reduced experience.
Strong healthcare industry experience is preferred.
Proven track record in identifying and creating business value.
Exceptional inductive and deductive reasoning skills.
Ability to influence without formal authority.
Strong communication skills, particularly with executive leadership.
Benefits
Flexible remote working environment.
Opportunity for career advancement.
Collaborative team culture.
Access to industry resources and best practices.
Continuing education and professional development support.
Health and wellness programs.
Why Apply Through Jobgether? We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.#LI-CL1We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
$68k-101k yearly est. Auto-Apply 1d ago
Financial Contract Manager / Financial Analyst II
MSU Careers Details 3.8
Remote finance/accounting analyst job
Coordinates and assists in the operational activities of MSU Health Care, Inc.'s contract administration. The Financial Contract Manager supports the finance and Risk Team with preparation, negotiation, and execution of a variety of financial contracts across MSU Health Care lines of business, and in conformance with Michigan State University policies and practices. This role requires close collaboration with finance, supply chain, and leadership teams to ensure the seamless execution of contracts. This person will have extensive knowledge of key components found in commercial contracts, including, among other things, indemnity, insurance, limitations of liability, consequential damages, warranty, risk of loss, delivery and acceptance, and payment provisions.
Key Responsibilities:
Performs work directly related to the financial viability of contracts as well as drafting, reviewing, negotiating, and processing contracts via the University's contract management system.
Serve as the primary point of contact for contract-related matters.
Prepares or reviews financial analyses including return on investment and fair market value to be used for planning and budgeting purposes.
Tracks and monitors the progress of contract reviews to ensure contracts are completed in a timely manner.
Analyze final contracts to ensure complete execution and optimal spending. Communicate any relevant details to all parties (executive staff, program leaders).
Monitor expenses against budgets in real-time, generating monthly variance reports and provide {monthly reports} on budget status to program directors. Communicate any variances of the budgeted amount to program directors/board.
Maintains the contract management system with up-to-date data for each contract.
Assists with the preparation of the agenda and minutes for the MSU HCI contract committee.
Collaborate in budgets to ensure contact information is capture and oversee contract financial operations, ensuring resources are utilized effectively and aligned with expectations.
Minimum Requirements
Knowledge equivalent to that which normally would be acquired by completing a four-year college degree program in Accounting or Finance with relevant course work in Computer Science; three to five years of related and progressively more responsible or expansive work experience in professional financial statement preparation including cost accounting or auditing or registration as a Certified Public Accountant; requires experience in word processing, office management, spreadsheet, and accounting software; or an equivalent combination of education and experience.
Desired Qualifications
Understand financial and legal language and principles, and other relevant matters
Ability to research and apply contract language
Strong interpersonal, research, and negotiation skills
Proficiency in using technology for contract management
Exceptional interpersonal skills with the ability to communicate effectively across all levels of the organization
Strong analytical and problem-solving skills, with a forward-thinking mindset.
Ability to think outside the box and approach tasks with creativity and innovation.
Ability to understand general business operations, concepts, issues, and dynamics beyond the scope of basic contract/legal issues.
Driven and self-motivated with a strong desire for learning.
Excellent time management skills with a proven ability to meet deadlines.
Ability to maintain confidentiality, and to exercise discretion and good judgment.
Proficient with Microsoft Office Suite or related software.
Equal Employment Opportunity Statement
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability or protected veteran status.
Required Application Materials
Cover letter
Resume
Work Hours
STANDARD 8-5
Website
https://healthcare.msu.edu/
Remote Work Statement
MSU strives to provide a flexible work environment and this position has been designated as remote-friendly. Remote-friendly means some or all of the duties can be performed remotely as mutually agreed upon.
The Bidding and Eligibility ends on 01/20/2026 at 11:55 PM
$52k-68k yearly est. 2d ago
Financial Contract Manager / Financial Analyst II
MSU Internal Job Postings Details
Remote finance/accounting analyst job
Coordinates and assists in the operational activities of MSU Health Care, Inc.'s contract administration. The Financial Contract Manager supports the finance and Risk Team with preparation, negotiation, and execution of a variety of financial contracts across MSU Health Care lines of business, and in conformance with Michigan State University policies and practices. This role requires close collaboration with finance, supply chain, and leadership teams to ensure the seamless execution of contracts. This person will have extensive knowledge of key components found in commercial contracts, including, among other things, indemnity, insurance, limitations of liability, consequential damages, warranty, risk of loss, delivery and acceptance, and payment provisions.
Key Responsibilities:
Performs work directly related to the financial viability of contracts as well as drafting, reviewing, negotiating, and processing contracts via the University's contract management system.
Serve as the primary point of contact for contract-related matters.
Prepares or reviews financial analyses including return on investment and fair market value to be used for planning and budgeting purposes.
Tracks and monitors the progress of contract reviews to ensure contracts are completed in a timely manner.
Analyze final contracts to ensure complete execution and optimal spending. Communicate any relevant details to all parties (executive staff, program leaders).
Monitor expenses against budgets in real-time, generating monthly variance reports and provide {monthly reports} on budget status to program directors. Communicate any variances of the budgeted amount to program directors/board.
Maintains the contract management system with up-to-date data for each contract.
Assists with the preparation of the agenda and minutes for the MSU HCI contract committee.
Collaborate in budgets to ensure contact information is capture and oversee contract financial operations, ensuring resources are utilized effectively and aligned with expectations.
Minimum Requirements
Knowledge equivalent to that which normally would be acquired by completing a four-year college degree program in Accounting or Finance with relevant course work in Computer Science; three to five years of related and progressively more responsible or expansive work experience in professional financial statement preparation including cost accounting or auditing or registration as a Certified Public Accountant; requires experience in word processing, office management, spreadsheet, and accounting software; or an equivalent combination of education and experience.
Desired Qualifications
Understand financial and legal language and principles, and other relevant matters
Ability to research and apply contract language
Strong interpersonal, research, and negotiation skills
Proficiency in using technology for contract management
Exceptional interpersonal skills with the ability to communicate effectively across all levels of the organization
Strong analytical and problem-solving skills, with a forward-thinking mindset.
Ability to think outside the box and approach tasks with creativity and innovation.
Ability to understand general business operations, concepts, issues, and dynamics beyond the scope of basic contract/legal issues.
Driven and self-motivated with a strong desire for learning.
Excellent time management skills with a proven ability to meet deadlines.
Ability to maintain confidentiality, and to exercise discretion and good judgment.
Proficient with Microsoft Office Suite or related software.
Equal Employment Opportunity Statement
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability or protected veteran status.
Required Application Materials
Cover letter
Resume
Work Hours
STANDARD 8-5
Website
***************************
Remote Work Statement
MSU strives to provide a flexible work environment and this position has been designated as remote-friendly. Remote-friendly means some or all of the duties can be performed remotely as mutually agreed upon.
The Bidding and Eligibility ends on 01/20/2026 at 11:55 PM
$53k-80k yearly est. 2d ago
Public Finance Investment Banking Analyst
Firstnational 3.8
Remote finance/accounting analyst job
At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization.
About This Role:
Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process
Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures
Develop understanding of Northland strategic vision
Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps
Assist with entering new markets, products, etc.
Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan
Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets
Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison
Learn the applicable data systems and how the support the structuring of debt
Research outstanding debt for targeted issuers to identify and run potential refunding scenarios
Run various financing structure alternatives for prospects and clients as requested
Assist with business development activities
Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings
Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects
Identify, register for, and attend applicable trade shows
Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation
Coordinate file documentation and closings
Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison
Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities
Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing)
Complete compliance continuing education
Ensure adherence to Northland compliance requirements in business development materials and process documents
Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing)
Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards
Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act
Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development
Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan
Practice Northland values and support the goals and strategic plan
Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues
Complete special projects as assigned within allotted time frame
Be accountable for continuous best efforts to complete the job assigned
Conduct all work activities ethically
The Ideal Candidate for This Role:
MUST HAVE: Experience in Public Finance
Bachelor's degree in Accounting and/or Finance preferred
3 plus years in an Accounting, Finance or Investments role
General understanding of credit/finance related concepts
Must be detailed oriented
Proficient in MS office suite
Must have strong communications/presentation skills
Achieve or maintain series 50, 52, 63, SIE exam/licenses
Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $62,047.00-$102,377.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about our benefits here: ***************************************
For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251800
Registration Requirement:
This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.
Equal Opportunity & Belonging:
We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
Northland follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$100k-150k yearly Auto-Apply 18d ago
Financial Analyst, Corporate FP&A Reporting
Kofax, Inc. 4.7
Remote finance/accounting analyst job
Tracking Code U25-115 Job Level Not Applicable Category Accounting and Finance Type Full-Time/Regular The Financial Analyst, Corporate FP&A Reporting supports the company's forecasting, budgeting, consolidations, long range planning, and risk and opportunity management processes. This role helps bring together financial inputs across FP&A teams, including revenue, bookings, churn, renewals, headcount, and operating expenses, into a complete and accurate corporate forecast.
The analyst will assist in preparing Board of Directors materials, monthly reporting, and executive presentations. The role requires strong technical capability, expert level Excel skills, and the ability to translate financial data into clear charts, visuals, and presentation ready materials. The position also supports organizational efforts through documentation, file structure upkeep, and consistent application of reporting standards.
Key Responsibilities
Corporate Forecasting, Budgeting, and Long-Range Planning
* Support company-wide budgeting and forecasting cycles by consolidating financial inputs from FP&A business partners
* Contribute to long range planning model updates and related financial analyses
* Maintain and update corporate models with accuracy and attention to detail
* Support risk and opportunity tracking and prepare summaries for leadership
Financial Consolidation and Reporting
* Consolidate revenue, bookings, churn, renewals, expenses, and headcount into an integrated corporate forecast
* Prepare monthly and quarterly reporting packages for leadership review
* Support the development of Board of Directors presentation materials
* Create charts, tables, and visuals that clearly communicate key financial insights
* Support company-wide projects, analyses, and ad hoc requests
Technical Modeling and Analytics
* Build and maintain driver based financial models using Excel and other financial planning tools
* Apply solid modeling techniques including scenario analysis, variance analysis, and trend analysis
* Support FX neutral and budget neutral analyses when needed
* Ensure accuracy and consistency across modeling and data consolidation
Process, Organization, and Documentation
* Support organization of shared FP&A files and folders, including consistent use of SharePoint
* Help maintain documentation and desktop procedures that guide recurring processes
* Assist with process improvements and tools that enhance clarity and efficiency across FP&A
* Assist in improving reporting consistency and streamlining FP&A workflows
ABOUT OUR PLATFORM
Tungsten Automation's Intelligent Automation software platform helps government agencies transform information-intensive business processes, reduce manual work and errors, minimize costs, and improve customer engagement. We combine Generative AI, Knowledge Management, Intelligent Document Processing, Process Orchestration, mobility and engagement, and analytics to ease implementations and deliver dramatic results that mitigate compliance risk and increase competitiveness, growth and profitability-particularly crucial for highly regulated industries facing complex compliance requirements. No other software vendor offers a platform of complementary technologies integrated into a scalable, manageable software platform, positioning us to grow and dominate the process automation space.
While the job description describes what is anticipated as the requirements of the position, the job requirements are subject to change based upon any changing needs and requirements of the business.
Required Experience
* 2-5 years of experience in FP&A, corporate finance, or financial analysis
* Expert level Excel skills with demonstrated ability to build and maintain financial models
* Familiarity with financial planning systems (such as Anaplan, Adaptive Insights, Pigment, or Oracle PBCS) is a plus
* Experience with BI or data visualization tools (Tableau, Power BI) is a plus
* Ability to communicate financial information clearly both verbally and in written formats
* Strong attention to detail, problem-solving skills, and organizational skills
* Proactive, collaborative, and able to support multiple priorities in a fast-paced environment
Tungsten Automation Corporation, Inc. is an Equal Opportunity Employer M/F/Disability/Vets
The base salary range for this role, across the US, is $97,000 - $108,000. Your actual base pay within this range will be determined by your work location as well as skills, qualifications, experience, and relevant education/training. The range provided reflects only the base salary for the role and does not include benefits.
This position is located in Remote, United States. View the Google Map in full screen.
$97k-108k yearly 60d+ ago
Equity Analyst - REMOTE - Est Only
Insight Global
Remote finance/accounting analyst job
Collect customer requirements, determine technical issues, and design reports to meet data analysis needs. Identify new sources of data and methods to improve data collection, analysis, and reporting. Collect, analyze, and report data to meet customer needs. 4 years of experience are required.
Join this enterprise networking organization-one of our fastest-growing sales teams and the talent engine that consistently delivers profitable growth. We serve the customer lifecycle by connecting customers with transformative solutions to drive business value and efficiency. Here, you'll find a supportive environment with coaching, training, and on-the-job learning to accelerate your career. Enjoy our award-winning, flexible workplace powered by the latest technology, where innovation and giving back to the community are at the heart of what we do. Be part of a dynamic team that thrives on adapting to market changes and making an impact.
Your Impact: Data Analyst
As a Data Analyst supporting Strategy, Planning, and Operations, you will play a critical role in enabling Global Virtual Sales organization to make data-driven decisions and drive operational excellence. You will collaborate closely with business leaders, sales teams, and cross-functional partners to deliver actionable insights, optimize processes, and support strategic initiatives that fuel growth and efficiency.
What You'll Do
- Analyze & Interpret Data: Gather, validate, and analyze sales, customer, and operational data to identify trends, opportunities, and areas for improvement across the organization.
- Deliver Actionable Insights: Develop dashboards, reports, and visualizations that translate complex data into clear, actionable business intelligence for leaders and teams.
- Support Strategic Planning: Provide data-driven recommendations to inform strategy development, resource allocation, and business planning.
- Drive Operational Efficiency: Identify process bottlenecks and recommend solutions to streamline operations and enhance productivity.
- Collaborate Across Teams: Partner with Sales, Marketing, Finance, and other stakeholders to support business reviews, forecasting, and performance tracking.
- Promote Innovation: Leverage latest analytics tools and technologies to drive continuous improvement and innovation in sales operations.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: ****************************************************
Skills and Requirements
- Hands-on experience (3+ years) with data cleaning, preprocessing, and ensuring data quality using SQL and data warehousing tools such as Snowflake, SAP HANA or other.
- Proficiency (3+ years) in creating, optimizing, and maintaining data flows and Tableau (or similar) dashboards to visualize and communicate key business metrics.
- Strong analytical skills with demonstrated ability (3+ years) (sales or marketing preferred) to conduct market trend analysis and deliver actionable insights.
Desired Skills/Qualifications/System Experience requirements: ("Nice to have Qualifications")
- Prior experience working with Cisco datasets or within the Cisco ecosystem. Salesforce experience a plus as well.
- Familiarity with scripting languages such as Python or R for advanced data manipulation and analysis.
- Excellent communication skills with the ability to present complex data findings to non-technical stakeholders.