Who We Are and Why Join Us
At OnMed our purpose is simple but powerful…to improve the quality of life and sense of well-being in our communities by bringing access to healthcare to everyone, everywhere. Our path to everywhere has already begun, with our innovative CareStation, a small but mighty, Clinic-in-a-Box, bringing #healthcareaccess anywhere with an outlet to plug it in. Poised to become a key component in America's public health infrastructure, the OnMed CareStation is the only tech-enabled, human-led, hybrid care solution that combines the comprehensive experience, trust and outcomes of a clinic, with the rapid scalability of virtual care.
At OnMed, every role, everyday, is directly impacting the communities we serve. You'll join a high-performing purpose-driven team, innovating to break down the barriers that keep people from the care they need.
This is not just a job…it's a movement to bring access to healthcare where and when people need it most. It's healthcare that shows up.
Who You Are
You are a strategic finance leader responsible for driving financial planning, forecasting, analysis, and insights that enable data-driven decision-making across the organization. This role partners closely with the senior leadership team to shape financial strategy, improve forecasting accuracy, and ensure financial discipline as the company scales. In addition, you will oversee rigorous financial reporting processes required of a public company, ensuring full compliance with SEC regulations, GAAP standards, internal controls, and quarterly/annual disclosure requirements. This role requires an unwavering commitment to precision, consistency, and governance in a highly regulated, public company environment.
Role's Responsibilities
Strategic Financial Leadership
Lead the company's annual operating plan, long-term financial planning, rolling forecasts, and budgeting processes to meet stringent regulatory, analyst and investor requirements.
Provide strategic recommendations to the executive team based on financial analysis, business performance trends, and market dynamics.
Act as a key advisor to the CFO and CEO on financial strategy, capital allocation, and business priorities.
Financial Modeling & Analysis
Develop and maintain complex financial models to evaluate business performance, scenario planning, growth initiatives, investments, and new product strategies.
Analyze company performance against goals and KPIs; identify risks, opportunities, and corrective actions.
Work with CFO, CLO and Controller to prepare financial sections registration statement and ensure SEC compliance.
Build defensible valuation models for stakeholders to set pricing.
Create roadshow materials and financial presentations for institutional investors.
Build infrastructure for providing forward guidance to the market.
Partner with the Controller to deliver monthly/quarterly reporting packages, providing clear narrative and actionable insights. Establish quarterly earnings reporting processes and analyst relations/
Lead and enhance FP&A processes, systems, tools, and automation to improve accuracy, scalability, and speed.
Business Partnership
Partner with senior leaders (Sales, Marketing, Operations, Corporate), to analyze performance drivers and guide resource allocation decisions.
Translate complex financial concepts into digestible insights for non-financial stakeholders.
Collaborate cross-functionally to optimize operational efficiency and resource allocation.
Corporate Finance & Board Support
Prepare materials for board meetings, investor updates, lenders, and executive reviews.
Support capital planning, fundraising activities, external reporting, and due diligence efforts as needed.
Perform other related role's responsibilities as assigned.
Knowledge, Skills & Abilities
Advanced financial modeling, forecasting, and scenario analysis.
Strong strategic thinking and ability to translate insights into business decisions.
Expert data analysis and performance measurement skills.
Exceptional communication and executive-level storytelling.
Cross-functional partnership and influence across business units.
Proficiency with FP&A systems, ERP platforms, and BI tools.
Education & Experience
Bachelor's degree in Finance, Accounting, Economics, or related field. MBA or relevant advanced degree preferred.
10+ years of progressive FP&A or corporate finance experience.
Strong expertise in financial modeling, forecasting, budgeting, and performance analytics.
Demonstrated experience partnering with executive teams and leading strategic financial discussions.
Advanced proficiency with Excel/Google Sheets and financial systems (e.g., QBO, NetSuite, or similar).
Exceptional communication skills with the ability to simplify complex information.
Proven ability to manage competing priorities in a fast-paced, high-growth environment.
Experience in high-growth operating environment.
Prior experience supporting board-level reporting and investor relations.
Familiarity with BI tools (e.g., Looker, Tableau, Power BI).
OnMed provides a competitive salary and benefits package, including unlimited PTO and paid holidays.
The base salary range for this role is up to $170,000 commensurate with the candidate's experience.
OnMed is a proud equal opportunity employer. All qualified applicants will be considered without regard to race, color, creed, religion, gender, sexual orientation, national origin, genetic information, disability, age, marital status, veteran status, or any other category protected by law.
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$170k yearly 3d ago
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Head of Financial Planning & Analysis (FP&A)
Onmed
Finance analyst job in White Plains, NY
Who We Are and Why Join Us
At OnMed our purpose is simple but powerful…to improve the quality of life and sense of well-being in our communities by bringing access to healthcare to everyone, everywhere. Our path to everywhere has already begun, with our innovative CareStation, a small but mighty, Clinic-in-a-Box, bringing #healthcareaccess anywhere with an outlet to plug it in. Poised to become a key component in America's public health infrastructure, the OnMed CareStation is the only tech-enabled, human-led, hybrid care solution that combines the comprehensive experience, trust and outcomes of a clinic, with the rapid scalability of virtual care.
At OnMed, every role, everyday, is directly impacting the communities we serve. You'll join a high-performing purpose-driven team, innovating to break down the barriers that keep people from the care they need.
This is not just a job…it's a movement to bring access to healthcare where and when people need it most. It's healthcare that shows up.
Who You Are
You are a strategic finance leader responsible for driving financial planning, forecasting, analysis, and insights that enable data-driven decision-making across the organization. This role partners closely with the senior leadership team to shape financial strategy, improve forecasting accuracy, and ensure financial discipline as the company scales. In addition, you will oversee rigorous financial reporting processes required of a public company, ensuring full compliance with SEC regulations, GAAP standards, internal controls, and quarterly/annual disclosure requirements. This role requires an unwavering commitment to precision, consistency, and governance in a highly regulated, public company environment.
Role's Responsibilities
Strategic Financial Leadership
Lead the company's annual operating plan, long-term financial planning, rolling forecasts, and budgeting processes to meet stringent regulatory, analyst and investor requirements.
Provide strategic recommendations to the executive team based on financial analysis, business performance trends, and market dynamics.
Act as a key advisor to the CFO and CEO on financial strategy, capital allocation, and business priorities.
Financial Modeling & Analysis
Develop and maintain complex financial models to evaluate business performance, scenario planning, growth initiatives, investments, and new product strategies.
Analyze company performance against goals and KPIs; identify risks, opportunities, and corrective actions.
Work with CFO, CLO and Controller to prepare financial sections registration statement and ensure SEC compliance.
Build defensible valuation models for stakeholders to set pricing.
Create roadshow materials and financial presentations for institutional investors.
Build infrastructure for providing forward guidance to the market.
Partner with the Controller to deliver monthly/quarterly reporting packages, providing clear narrative and actionable insights. Establish quarterly earnings reporting processes and analyst relations/
Lead and enhance FP&A processes, systems, tools, and automation to improve accuracy, scalability, and speed.
Business Partnership
Partner with senior leaders (Sales, Marketing, Operations, Corporate), to analyze performance drivers and guide resource allocation decisions.
Translate complex financial concepts into digestible insights for non-financial stakeholders.
Collaborate cross-functionally to optimize operational efficiency and resource allocation.
Corporate Finance & Board Support
Prepare materials for board meetings, investor updates, lenders, and executive reviews.
Support capital planning, fundraising activities, external reporting, and due diligence efforts as needed.
Perform other related role's responsibilities as assigned.
Knowledge, Skills & Abilities
Advanced financial modeling, forecasting, and scenario analysis.
Strong strategic thinking and ability to translate insights into business decisions.
Expert data analysis and performance measurement skills.
Exceptional communication and executive-level storytelling.
Cross-functional partnership and influence across business units.
Proficiency with FP&A systems, ERP platforms, and BI tools.
Education & Experience
Bachelor's degree in Finance, Accounting, Economics, or related field. MBA or relevant advanced degree preferred.
10+ years of progressive FP&A or corporate finance experience.
Strong expertise in financial modeling, forecasting, budgeting, and performance analytics.
Demonstrated experience partnering with executive teams and leading strategic financial discussions.
Advanced proficiency with Excel/Google Sheets and financial systems (e.g., QBO, NetSuite, or similar).
Exceptional communication skills with the ability to simplify complex information.
Proven ability to manage competing priorities in a fast-paced, high-growth environment.
Experience in high-growth operating environment.
Prior experience supporting board-level reporting and investor relations.
Familiarity with BI tools (e.g., Looker, Tableau, Power BI).
OnMed provides a competitive salary and benefits package, including unlimited PTO and paid holidays.
The base salary range for this role is up to $170,000 commensurate with the candidate's experience.
OnMed is a proud equal opportunity employer. All qualified applicants will be considered without regard to race, color, creed, religion, gender, sexual orientation, national origin, genetic information, disability, age, marital status, veteran status, or any other category protected by law.
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Knighthead Funding, LLC, a leading and rapidly growing real estate finance platform is seeking an Analyst to support commercial mortgage loan origination and portfolio management activities nationwide.
The Analyst will support loan underwriting and portfolio management functions, working closely with senior originators and management. Responsibilities include analyzing new loan opportunities, conducting due diligence, assisting with loan closings, and performing ongoing portfolio monitoring post-closing. The role involves regular interaction with internal teams, borrowers, legal counsel, and senior leadership.
This position offers exposure to real estate credit, underwriting, and asset management within a dynamic and collaborative environment.
The position is based in Greenwich, Connecticut.
Key Responsibilities
Evaluate prospective commercial real estate loan investment opportunities
Support the underwriting, due diligence, and execution of loan transactions
Prepare financial models, market analysis, and investment memoranda for internal review
Assist with loan closing processes, including coordination with internal and external parties
Support portfolio surveillance, asset monitoring, and servicing activities
Maintain and manage deal flow and related data within CRM software
Analyze projected loan- and portfolio-level cash flows and returns in collaboration with origination and management teams
Support ad hoc analytical and reporting requests as needed
Qualifications & Skills
1-3 years of experience in real estate investment banking, real estate finance, or, real estate private equity
Bachelor's degree (or international equivalent) required
Strong interest in commercial real estate finance and credit
Solid foundation in financial analysis, accounting, and real estate fundamentals
Outstanding quantitative, analytical, and problem-solving skills
Intermediate to advanced Excel proficiency (financial modeling, formulas, data manipulation, reporting)
Strong written and verbal communication skills
Highly organized with strong attention to detail in a deadline-driven environment
Ability to manage multiple priorities simultaneously
Self-starter with the ability to work independently and collaboratively
Proficiency with Microsoft Office; experience with CRM platforms (e.g., Salesforce) is a plus
Cultural Fit
Successful candidates are self-motivated, results-oriented, and operate with a strong sense of ownership. The firm values individuals who uphold the highest ethical and professional standards and who approach opportunities with creativity and discipline.
Equal Opportunity Statement
The firm is an equal opportunity employer and does not discriminate on the basis of race, color, religion, gender, age, marital status, sexual orientation, gender identity, national origin, disability, veteran status, or any other status protected by applicable law.
Benefits
The firm offers a competitive compensation and benefits package, including health, dental, and retirement plans.
$58k-92k yearly est. 1d ago
Investment Analyst
Consult Energy Inc.
Finance analyst job in Stamford, CT
Investment Analyst / Associate (Solar & Infrastructure)
An established owner and operator of commercial solar assets is looking to hire an Investment Analyst or Associate into its investment and finance team.
This is a hands-on role supporting the acquisition and development of distributed generation solar projects.
You'll work across underwriting, due diligence, and transaction execution, with exposure to the full lifecycle of real assets.
The role:
Financial modelling and investment analysis
Supporting project and portfolio acquisitions
Commercial and transaction support across PPAs, leases, and purchase agreements
Coordinating with engineering, legal, construction, and finance teams
Supporting incentive capture and regulatory processes
What we're looking for
Strong academic background with solid financial modelling skills
Experience or interest in infrastructure, energy, or real assets
Detail-oriented, organised, and comfortable handling multiple workstreams
Clear communicator with a proactive mindset
A strong opportunity for someone looking to build a career in energy investing with real responsibility from day one.
$82k-140k yearly est. 1d ago
Financial Planning Analyst
Direct Wines, Inc.
Finance analyst job in Norwalk, CT
FP&A AnalystFinance
Full-Time (Hybrid)
Norwalk, CT, US
We're seeking a naturally curious FP&A Analyst who is comfortable with numbers and excited to develop foundational skills in FP&A. In this role, the candidate will have opportunities to grow, contribute to meaningful work, and gain real insight into how strategic decisions are made.
FP&A sits at the center of the business, helping teams make informed decisions and ensuring consistent financial insight across the organization. This role is a great opportunity for an early-career professional who is eager to learn how a business operates and wants hands-on experience with forecasting, financial modeling, and reporting.
You will join a small, supportive team that develops reporting tools, such as Power BI dashboards, to help departments across the company. In this role, you'll quickly gain exposure to commercial teams as you learn to analyze large datasets, create reports, and support key decision-making processes.
PRIMARY RESPONSIBILITIES
Support the reporting of financial and operating metrics (sales, margin, customer data) and help explain performance trends
Assist in analyzing results against budget and identifying potential risks or opportunities
Work with teams across the business to provide regular and ad hoc forecasts
Help produce quarterly royalty statements for external partners
Provide analytical support to Marketing, including campaign and subscription performance analysis
Work closely with Finance team members on management accounts and reporting
Assist with marketing-related accruals
Partner with the Data team to support the development of Power BI dashboards and reporting tools
Assist in preparing annual budgets, reforecasts, and long-range planning models
Help translate data into meaningful insights for business partners
Provide support with brand partner proposals as needed
Complete ad hoc analysis and reporting assignments
EDUCATION
2-4 years of experience in FP&A, Finance, or another analytical role
High School Diploma (required)
EXPERIENCE & KNOWLEDGE
Strong Excel skills (required)
Experience with financial analysis (required)
Experience with financial modeling (a plus)
Strong numerical skills and comfort working with data
Proven track record of work ownership
Detail-oriented with accountability to deadlines
QUALITIES
Willingness to learn complex financial concepts
Curious mindset and interest in understanding how numbers connect to business performance
Self-motivated with eagerness to grow
Well-organized and able to manage multiple tasks
Strong communication skills and ability to work collaboratively across cross-functional teams
Interest in wine is a bonus-not a requirement
Team-oriented approach and willingness to learn from others
BENEFITS
Full-time employees receive a complete benefits package, including:
401(k) with employer match
Medical, Dental, and Vision benefits
Company-paid Life and Disability Insurance
Flexible Time Off
Employee wine discounts and special offers
Company-paid WSET Certification
Ongoing personal and professional development
OUR COMPANY
Direct Wines, Inc. is a dynamic, innovative, wine-loving company that helps consumers across the U.S. discover exciting wines that are perfectly suited to their tastes - all with the convenience of home delivery. We are proud to provide a highly personalized wine service in partnership with licensed retailers
Laithwaites
and
The Wall Street Journal
- and we are passionate about consumer satisfaction.
As the leading Third Party Provider in the alcohol beverage industry, Direct Wines, Inc. provides professional services to licensed wine retailers across the US. These include access to national brands, marketing planning, and execution, logistics support for distribution management and customer service. We offer scalability and economies that individual, state-licensed retailers would struggle to deliver on their own. It is also the role of Direct Wines Inc. to ensure compliance in the highly regulated alcohol beverage industry.
Our Company is an equal opportunity employer committed to recognizing and expanding diversity in our work and our outreach to vendors and consumers. We prohibit discrimination against any applicant, employee or business partner based on any legally-recognized basis, including, but not limited to: race, color, religion, sex (including pregnancy, lactation, childbirth or related medical conditions), sexual orientation, gender identity, age (40 and over), national origin or ancestry, citizenship status, physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service-member status or any other status protected by federal, state or local law.
$64k-90k yearly est. 4d ago
Order Management Analyst
Partnership Employment
Finance analyst job in Danbury, CT
We're hiring an Order Management Analyst to take ownership of the end-to-end factory purchase order process. This role plays a critical part in maintaining order accuracy, supporting internal commercial teams, and strengthening supplier performance across a global supply base.
You'll work cross-functionally with supply chain, finance, customer experience, and vendors to proactively manage timelines, resolve issues, and improve operational efficiency.
Hybrid schedule: 3 on-site / 2 remote
Key Focus Areas
Full lifecycle PO management from creation through delivery
Pricing, lead time, and shipment tracking with high attention to detail
Supplier coordination to improve delivery performance and lead times
Partnership with AP on invoice discrepancies and payment issues
Internal communication around delays, risks, and client impact
Support of cross-functional initiatives and process improvements
Ideal for someone with experience in order management, purchasing, or supply chain who wants broader ownership and visibility.
$69k-100k yearly est. 4d ago
Employee Benefits Underwriter/Financial Analyst
Martin Grant Associates, Inc.
Finance analyst job in Syosset, NY
A well-established and rapidly growing insurance brokerage is seeking an Employee Benefits Underwriter / FinancialAnalyst to support the analysis and placement of group medical, dental, life, and ancillary coverages. This role is ideal for someone with a strong analytical background who thrives in a collaborative and fast-paced client service environment.
Prior experience in employee benefits underwriting or analytics is preferred.
The Job:
Analyze client healthcare and benefits plan performance data
Conduct plan modeling and forecasting to support client renewals and marketing
Build and evaluate financial exhibits and benchmark reports for employer groups
Assist in developing alternative funding strategies and plan design recommendations
Prepare and present client-ready deliverables, including renewal strategies and market comparisons
Collaborate with account managers, producers, and carrier partners to meet client needs
The Company:
National Scope: A top-tier brokerage platform with expansive market access and in-house expertise
Client-Centered Mission: Known for delivering tailored solutions and long-term client relationships
Growth & Development: Opportunities to expand your knowledge, gain exposure to diverse markets, and grow your career
Entrepreneurial Spirit: Fast-paced, acquisition-driven environment where innovation is encouraged
Comprehensive Benefits: Competitive salary, full benefits package, and advancement potential within a rapidly scaling firm
If interested, apply and MGA would be happy to have a quick call to learn more about your background and share all of the details about this opportunity.
$66k-103k yearly est. 4d ago
Financial Analyst
The Lane Construction Corporation 3.9
Finance analyst job in Cheshire, CT
Lane Construction is one of America's leading construction companies, specializing in large, complex civil infrastructure. For 135 years, it has contributed to the development of the country's transportation systems including the Interstate Highway System and a vast network of roads, bridges, airports, metros, and railways. Lane specializes in mobility, tunneling, and water resources to address sustainable development and climate change adaptation challenges.
Responsibilities
Corporate FinanceAnalyst:
Compiles components of the Company's monthly projections and analyzes forecast data provided by operations or corporate departments for reasonableness.
Reviews and analyzes corporate overhead costs in comparison to budget.
Assists with various tasks involving cash flow models and developing/tracking company metrics.
Assists with various construction contract accounting tasks.
Assists with ad-hoc projects and presentations for management and others.
Project FinanceAnalyst:
Supports project management team in interpreting financial data and project financial health on a monthly and/or weekly basis.
Ensures timely and accurate reporting of financial information for project(s) to Corporate Finance which includes reporting actual data and look-ahead forecasts.
Works with various functions at the project site, including operations, cost control, and administration to ensure transactions are processed timely and accurately.
Reviews the account entries for subcontractor costs and payments.
Monitors project cash flow and authorizes vendor payments.
Ensures systems and processes at the project level are in line with Company standard procedures.
Shared Responsibilities:
Supports bi-annual budget/forecast process for project(s) by preparing compiling income statement, balance sheet, and cash flow information, and analyzing data provided for reasonableness.
Prepare monthly internal reports for various levels of management
Performs other duties as assigned.
Requirements
Bachelor's Degree
2 years of experience in accounting/finance or equivalent
Lane Construction offers a comprehensive benefits package with an excellent opportunity to grow and be part of one of the most respected names in the construction industry. Lane is an Equal Opportunity Employer.
$65k-90k yearly est. 1d ago
Treasury Analyst
Atlantic Group 4.3
Finance analyst job in Stamford, CT
This role supports daily treasury and operational activities related to cash, margin, and settlement processes. The position works closely with internal teams and external counterparties to ensure accurate cash movement, reconciliation, and reporting across multiple financial products.
Primary Responsibilities
Execute daily cash movements related to margin requirements and transaction settlements
Monitor cash balances and liquidity needs, including short-term forecasting and funding activity
Review margin activity, investigate differences, and coordinate resolution of discrepancies
Reconcile cash, trades, and positions across internal systems and third-party service providers
Validate transaction details to ensure accuracy of bookings, valuations, and pricing inputs
Assess currency exposures and support execution of foreign exchange activity as needed
Contribute to the maintenance and improvement of treasury tools, workflows, and controls
Prepare operational summaries and reporting for internal stakeholders
Support process improvement initiatives and respond to time-sensitive requests
Remain current on market practices, operational standards, and industry developments
Required Qualifications
Bachelor's degree in Finance, Business, or a related discipline
2-3 years of experience in treasury operations or cash management operations
General understanding of margining, collateral processes, and financing structures
Knowledge of cash management procedures and operational risk controls
Experience with electronic payments, wire processing, and banking platforms
Exposure to derivatives, foreign exchange, equities, and fixed income products
Strong attention to detail with the ability to manage multiple priorities under deadlines
Effective written and verbal communication skills
Advanced proficiency in Microsoft Excel and standard office applications
ID:
47596
$59k-80k yearly est. 4d ago
Procurement Analyst
Vallum Associates 3.9
Finance analyst job in Stamford, CT
Vallum continues to collaborate with a national leader in the clean energy, battery and solar storage industry. Headquatered in Stamford, CT, they develop, own and operate solar energy systems, battery storage and electric vehicle charging across the US. Iver the last 15 years they have grown to own and operate +1 GW of solar producing projects in 25 states, serving more than 500 enterprises and more than 40k community solar subscribers.
As part of the continued growth in the firm, they are looking to hire a Procurement & Logistics Analyst to be based out of Stamford, CT.
Responsibilities include, but are not limited to:
Procurement of Solar Components and Materials
Logistics and Distribution
Inventory Management
Data Analysis & Reporting
Compliance and Risk Management
Cross-Functional Collaboration
Minimum requirements:
BSc in Supply Chain Management, Logistics, Business Administration, or a related field preferred
2+ years of experience in procurement, logistics, or supply chain management, in the renewable energy
or
solar industry.
Familiarity with sourcing and managing solar components.
Experience with data analysis tools (e.g., Excel, Power BI, Tableau) for procurement and logistics reporting.
Understanding of solar energy technologies and the specifications needed for procurement of solar materials.
Strong communication and collaboration skills to work effectively with internal teams and external vendors.
***RELOCATION OFFERED***
$56k-82k yearly est. 4d ago
Intern - Logistics Analyst
Lightpath 3.3
Finance analyst job in Bethpage, NY
Intern - Logistics Analyst Job ID: 554165594
Lightpath is one of the largest competitive local exchange carriers in the tri-state area. Weown and operate our infrastructure "from the ground up" by deploying over 20,000 route miles connecting 13,500 on-net/LIT buildings. With a strong portfolio of cutting edge solutions for Internet, WAN, Voice, SD-WAN, Security & Cloud services, we enable Enterprise customers of all sizes the ability to react to new challenges while developing best practices for the future. With Lightpath's continued focus on network excellence and a "customer first" service commitment, we are building a workforce of the best talent that will meet the needs of our customers and reflect the diverse communities we serve.
We're looking for interns who are eager to learn, contribute, and grow in a collaborative environment. As an intern, you'll have the opportunity to:
Work closely with team members on meaningful projects that drive results.
Collaborate across departments, gaining exposure to different areas of the business.
Explore and apply AI tools and technologiesas part of project work and problem-solving.
Be an active part of a supportive, team-oriented culture.
Contribute fresh ideas and take ownership of tasks that make an impact.
Job Summary
We are seeking a motivated Logistics Analyst Intern to support our Logistics team. The intern will assist in building reports, analyzing warehouse operations, and enhancing supply chain functions. This position offers an excellent opportunity to gain practical experience in logistics and supply chain management within a fast-paced telecommunications environment.
Responsibilities
Assist in collecting, organizing, and analyzing logistics and supply chain data.
Support the development of reports to monitor warehouse performance and inventory levels.
Help identify process improvement opportunities within warehouse and supply chain operations.
Collaborate with team members to support ongoing projects and initiatives.
Gather insights to help optimize supply chain efficiency and effectiveness.
Qualifications
Eligible candidates should be entering their senior year of an undergraduate program or be recent graduates of an undergraduate or master's program.
Candidates must be local to one of our office locations. Bethpage NY, NYC, Golden CO, Wakefield MA, White Plains NY.
Currently pursuing or recently completed a degree in Logistics, Supply Chain Management, Business Administration, Data Analytics, or related field.
Strong analytical and problem-solving skills.
Proficiency in Microsoft Excel and data visualization tools such as Tableau or Power BI.
Experience with creating dashboards and visual reports to communicate data insights effectively.
Knowledge of data analysis tools (e.g., SQL, Python, R) is a plus.
Excellent communication and teamwork skills.
Detail-oriented with the ability to work independently.
Lightpath is an Equal Opportunity Employer committed to recruiting, hiring and promoting qualified people of all backgrounds regardless of gender, race, color, creed, national origin, religion, age, marital status, pregnancy, physical or mental disability, sexual orientation, gender identity, military or veteran status, or any other basis protected by federal, state, or local law.
Lightpath collects personal information about its applicants for employment that may include personal identifiers, professional or employment related information, photos, education information and/or protected classifications under federal and state law. This information is collected for employment purposes, including identification, work authorization, FCRA-compliant background screening, human resource administration and compliance with federal, state and local law.
This position is identified as being performed in/or reporting to company operations in New York State. The pay range at the time of posting in the specified locations is $18.00 - $20.00/hour. Pay ranges are supplied in compliance with New York State law. Pay is competitive and based on a number of job-related factors, including skills and experience.
$18-20 hourly 4d ago
Financial Accounting Database Analyst, Senior
Elevance Health
Finance analyst job in Wallingford, CT
Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office.
Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law.
The Financial Accounting Database Analyst, Senior is responsible for providing technical database analysis leadership. Sets strategic direction of projects related to medium to high complexity databases and/or related analysis and reporting.
How You Will Make an Impact
Primary duties may include, but are not limited to:
* Manages database processes, related analysis and reporting.
* Reviews and approves changes to database coding.
* Prepares and reviews monthly and quarterly financial reports and complex analysis related to these databases.
* Designs research plans for data gathering and analysis; manages projects to deadlines. Initiates and resolves complex database issues requiring technical expertise.
* Analyzes, reports, and develops recommendations on data related to complex and varied business metrics.
* Develops appropriate diagnostic analysis and reporting and/or tracking data that will translate business requirements into usable decision support tools.
* Leads a team of associates, mentors, trains, and coaches lower level analysts.
Minimum Requirements:
Requires a BA/BS in Accounting, Finance, or related field and a minimum of 5 years experience in database administration (Access, Teradata, SQL server), general accounting, finance or budgeting and planning in a large for profit organization; or any combination of education and experience, which would provide an equivalent background.
For candidates working in person or virtually in the below location(s), the salary* range for this specific position is $76,960 to $138,528.
Locations: California; Columbus, OH; District of Columbia (Washington, DC); Illinois; Maryland; Massachusetts; Minnesota; New Jersey; New York
In addition to your salary, Elevance Health offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary offered for this specific position is based on a number of legitimate, non-discriminatory factors set by the Company. The Company is fully committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, and local pay equity laws.
* The salary range is the range Elevance Health in good faith believes is the range of possible compensation for this role at the time of this posting. This range may be modified in the future and actual compensation may vary from posting based on geographic location, work experience, education and/or skill level. Even within the range, the actual compensation will vary depending on the above factors as well as market/business considerations. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
Job Level:
Non-Management Exempt
Workshift:
Job Family:
AFA > Financial Reporting, Planning & Analysis
Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.
Who We Are
Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
How We Work
At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.
We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.
Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.
The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.
Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
$77k-138.5k yearly 10d ago
U.S. Private Bank - Investment Professional - Analyst
JPMC
Finance analyst job in Greenwich, CT
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
Job Responsibilities
Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
Create mandates for discretionary accounts
Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team
Work with Team Leader to monitor Client Advisor loadings.
Submit and monitor fee schedules and billing
Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct
Required Qualifications, Capabilities, and Skills
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Bachelor's Degree required
One plus years of industry related experience
Exceptional follow-up and follow-through skills
PowerPoint and Excel expertise
Preferred Qualifications, Capabilities, and Skills
Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
Experience and interest in financial markets and concepts
Excellent interpersonal skills
Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
$68k-109k yearly est. Auto-Apply 60d+ ago
Senior Investment Analyst
New York Power Authority 4.0
Finance analyst job in White Plains, NY
The Senior Investment Analyst within NYPA's Enterprise Portfolio Management Office (EPMO) plays a pivotal role in guiding and optimizing NYPA's investment strategy through comprehensive financial modeling, analysis, and decision support. This role involves developing and maintaining financial models to assess the potential returns, risks, and impacts of various investments, ensuring alignment with NYPA's strategic goals.
The Senior Investment Analyst supports and facilitates financial analysis for key investment governance bodies, ensuring transparent and structured decision-making processes. They partner closely with Project/Program Sponsors and Portfolio Managers, performing cost-benefit analyses and providing financial insights to prioritize investments. Additionally, they collaborate with the Benefits Management team to design investments that deliver measurable benefits and participate in post-investment reviews to inform future decisions.
The Senior Analyst conducts scenario analyses to explore the implications of different investment options, ensuring strategic alignment and value creation. This role requires strong collaboration with internal stakeholders to shape and drive the strategic direction of NYPA's investment portfolio.
Candidates should have experience within utilities, banking, construction, or similar environments working on financial analysis for investments, along with advanced Excel skills. Financial modeling certifications preferred (i.e. FMVA Financial Modeling & Valuation Analyst or similar).
#LI-JP1
Responsibilities
* Initiate and/or settle trades under guidance, prepare reporting and analysis of the Authority's investments portfolios according to standards established in the Authority's Investment Guidelines.
* Prepare reporting, execute fee and capital call payments of Other Post Employment Benefits Trust Funds. Responsibilities may include: 1) Monitor fund performances; 2) Assist rebalancing execution; 3) Coordinate and attend portfolio review meetings; 4) Support the process of new manager selection by reviewing RFP responses.
* Support the management of all external relationships.
* Prepare monthly, quarterly and annual investment reports for submission to Senior management and/or various State and Public oversight agencies.
* Provide support to the Chief Financial Officer, Treasurer and Deputy Treasurer on debt, credit and other special projects as required.
* Validate market value of all NYPA's internal security holdings on a monthly basis, and report any discrepancies to the Treasurer or the Deputy Treasurer.
* Prepare documentation for all investment-related audit requests conducted internally or externally.
* Assist with all required trustee approvals as needed with respect to all investment management activity of the Authority.
* Assist a team in the development and implementation of new processes that methodically evaluate and communicate the impact of investments made by the company.
* Assist preparation of monthly invetment income forecasts, metrics presentations and credit/ratings agency analyses as required.
* Compile information and data into simple, presentable content appropriate for understanding at all levels of an organization.
Knowledge, Skills and Abilities
* Developing understanding of fixed income investments and utility investment practices, regulations and external industry forces and their impact on financial performance is preferred.
* Financial experience with exposure to accounting practices, long range planning, etc., preferred.
* Experience with the development of financial models/tools to convey business impacts.
* Excellent verbal and written communication skills.
* Growing understanding of financial and/or data aggregator systems including ERP platforms, online bank portal, Treasury management software, Bloomberg terminal, and/or other database structures and reporting solutions.
* Demonstrated analytical skills with an ability to evaluate large volumes of data, interpret trends and offer solutions or recommendations for corrective action.
* Ability to make clear, concise recommendations to all levels of personnel.
Education, Experience and Certifications
* Bachelor's Degree (B.A./B.S.) required; Management, Finance, Accounting or related field, preferred. Advanced degree or Master of Business Administration (MBA) degree is preferred.
* Minimum 4 years of work experience in related field preferred.
Physical Requirements
The New York Power Authority is committed to providing fair, competitive, and market-informed compensation. The estimated salary range for this position is: $98,000 - $135,000. The salary offered will be determined based on the successful candidates' relevant experience, knowledge, skills, and abilities.
The New York Power Authority and Canal Corporation believes that diversity, equity, and inclusion drive our success, and we encourage women, people of color, LGBTQIA+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents and veterans to apply. As an equal opportunity employer, NYPA/Canals is committed to building inclusive, innovative work environments with employees who reflect communities across New York and enthusiastically serve them. We proudly celebrate diversity and do not discriminate based on race/color, creed/religion, national origin, citizenship or immigration status, age, disability, military status, gender/sex, sexual orientation, gender identity/expression, pregnancy and related conditions, familial/marital status, domestic violence victim status, predisposing genetic characteristics, arrest/criminal conviction record or any other category protected by law.
NYPA/Canals will also provide reasonable accommodations during the hiring process related to candidates' disabilities, pregnancy-related conditions, religious observances/practices and/or domestic violence concerns. To request an accommodation, please email accessibility@nypa.gov.
Nearest Major Market: White Plains
Nearest Secondary Market: New York City
Job Segment: Financial, Bank, Banking, Database, Investment, Finance, Technology
$98k-135k yearly 30d ago
Senior Investment Analyst
NYPA Home
Finance analyst job in White Plains, NY
The Senior Investment Analyst within NYPA's Enterprise Portfolio Management Office (EPMO) plays a pivotal role in guiding and optimizing NYPA's investment strategy through comprehensive financial modeling, analysis, and decision support. This role involves developing and maintaining financial models to assess the potential returns, risks, and impacts of various investments, ensuring alignment with NYPA's strategic goals.
The Senior Investment Analyst supports and facilitates financial analysis for key investment governance bodies, ensuring transparent and structured decision-making processes. They partner closely with Project/Program Sponsors and Portfolio Managers, performing cost-benefit analyses and providing financial insights to prioritize investments. Additionally, they collaborate with the Benefits Management team to design investments that deliver measurable benefits and participate in post-investment reviews to inform future decisions.
The Senior Analyst conducts scenario analyses to explore the implications of different investment options, ensuring strategic alignment and value creation. This role requires strong collaboration with internal stakeholders to shape and drive the strategic direction of NYPA's investment portfolio.
Candidates should have experience within utilities, banking, construction, or similar environments working on financial analysis for investments, along with advanced Excel skills. Financial modeling certifications preferred (i.e. FMVA Financial Modeling & Valuation Analyst or similar).
#LI-JP1
Responsibilities
Initiate and/or settle trades under guidance, prepare reporting and analysis of the Authority's investments portfolios according to standards established in the Authority's Investment Guidelines.
Prepare reporting, execute fee and capital call payments of Other Post Employment Benefits Trust Funds. Responsibilities may include: 1) Monitor fund performances; 2) Assist rebalancing execution; 3) Coordinate and attend portfolio review meetings; 4) Support the process of new manager selection by reviewing RFP responses.
Support the management of all external relationships.
Prepare monthly, quarterly and annual investment reports for submission to Senior management and/or various State and Public oversight agencies.
Provide support to the Chief Financial Officer, Treasurer and Deputy Treasurer on debt, credit and other special projects as required.
Validate market value of all NYPA's internal security holdings on a monthly basis, and report any discrepancies to the Treasurer or the Deputy Treasurer.
Prepare documentation for all investment-related audit requests conducted internally or externally.
Assist with all required trustee approvals as needed with respect to all investment management activity of the Authority.
Assist a team in the development and implementation of new processes that methodically evaluate and communicate the impact of investments made by the company.
Assist preparation of monthly invetment income forecasts, metrics presentations and credit/ratings agency analyses as required.
Compile information and data into simple, presentable content appropriate for understanding at all levels of an organization.
Knowledge, Skills and Abilities
Developing understanding of fixed income investments and utility investment practices, regulations and external industry forces and their impact on financial performance is preferred.
Financial experience with exposure to accounting practices, long range planning, etc., preferred.
Experience with the development of financial models/tools to convey business impacts.
Excellent verbal and written communication skills.
Growing understanding of financial and/or data aggregator systems including ERP platforms, online bank portal, Treasury management software, Bloomberg terminal, and/or other database structures and reporting solutions.
Demonstrated analytical skills with an ability to evaluate large volumes of data, interpret trends and offer solutions or recommendations for corrective action.
Ability to make clear, concise recommendations to all levels of personnel.
Education, Experience and Certifications
Bachelor's Degree (B.A./B.S.) required; Management, Finance, Accounting or related field, preferred. Advanced degree or Master of Business Administration (MBA) degree is preferred.
Minimum 4 years of work experience in related field preferred.
Physical Requirements
The New York Power Authority is committed to providing fair, competitive, and market-informed compensation. The estimated salary range for this position is: $98,000 - $135,000. The salary offered will be determined based on the successful candidates' relevant experience, knowledge, skills, and abilities.
The New York Power Authority and Canal Corporation believes that diversity, equity, and inclusion drive our success, and we encourage women, people of color, LGBTQIA+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents and veterans to apply. As an equal opportunity employer, NYPA/Canals is committed to building inclusive, innovative work environments with employees who reflect communities across New York and enthusiastically serve them. We proudly celebrate diversity and do not discriminate based on race/color, creed/religion, national origin, citizenship or immigration status, age, disability, military status, gender/sex, sexual orientation, gender identity/expression, pregnancy and related conditions, familial/marital status, domestic violence victim status, predisposing genetic characteristics, arrest/criminal conviction record or any other category protected by law.
NYPA/Canals will also provide reasonable accommodations during the hiring process related to candidates' disabilities, pregnancy-related conditions, religious observances/practices and/or domestic violence concerns. To request an accommodation, please email accessibility@nypa.gov.
$98k-135k yearly 29d ago
Financial Analyst
Mindlance 4.6
Finance analyst job in New Haven, CT
Experience 10+ years of successfully managing and delivering on FP&A ( financial planning and analysis ) and reporting systems initiatives 5+ years of SAP experience Experience leading the design, build, and implementation of master data (MDM) solutions
Experience with FP&A planning tools such as Anaplan or Tagetik
Experience leading the design, build, and implementation of reporting solutions using SAP tool sets
Additional Information
Thanks & Regards
Praveen K. Paila
************
$65k-87k yearly est. 8h ago
Corporate Finance Analyst
Aircastle Advisor 4.4
Finance analyst job in Stamford, CT
General Description
The Corporate FinanceAnalyst is responsible for supporting senior professionals in a number of key areas including corporate finance and investor relations. This position reports to the SVP, Capital Markets. This position requires three days a week in our Stamford, CT office, and two days are work from home.
Responsibilities
Essential Functions:
Assist in diligence, origination, and execution of financings, including capital market issuances and various bank debt products
Monitor existing financing structures along with other peer transactions
Build out and maintain financial models related to financing transactions
Build clear and comprehensive presentation materials to key internal and external stakeholders including rating agencies and investors
Assist in reporting lessee updates and other due diligence requests from capital providers and JV affiliate(s)
Assist with investor relations presentation materials and analysis as needed
Develop relationships with key capital market participants and internal counterparties, including commercial, pricing, legal, finance and accounting, and technical teams
Position Requirements
Formal Education and Certification
B.A or B.S in Finance, Economics or other related degree
Knowledge and Experience
1-3 years in structured finance, corporate banking, debt capital markets, related quantitative fields preferred
Experience in aircraft leasing/aviation sector or in a bank or Big 4 analyst program is a plus
Excellent financial modeling and presentation skills (advanced Excel + PowerPoint)
Broad understanding of basic accounting and the ability to interpret financial statements
Proficient with Bloomberg functionality
Competencies
Strong analytical skills with attention to detail
Strong communication skills; able to work with all levels of management and be comfortable presenting in a clear and concise manner
Team player: ability to work successfully with a variety of personalities and disciplines across the organization
Ability to represent the organization professionally and to cultivate and maintain relationships with funding and capital partners.
Excellent work ethic and willingness to contribute broadly to achieve team and company objectives
Must be able to handle multiple responsibilities under pressure.
Travel
This position will not require travel.
We are not looking to work with outside employment agencies to fill this role.
$83k-110k yearly est. Auto-Apply 60d+ ago
Underwriting & Financial Analyst, Employee Benefits - Syosset, NY
World Insurance Associates 4.0
Finance analyst job in Syosset, NY
Paul Global Benefits (PGB) is now a part of World Insurance Associates. World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 210 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.
Position Overview
This position will provide support and manage employee benefits for clients, with a focus on: Medical, Dental, Vision, Life, AD&D, Long-term Disability, Short-Term Disability, and Voluntary Benefits.
Essential Duties and Responsibilities
Responsible for the preparation of the RFPs and the analyzation of the marketing results
Designing, distributing, and evaluating responses to surveys and RFPs
Accountable for performing financial analysis, including benefits cost projection, plan design modelling alternatives, and creation of employee contribution recovery models
The ability to create benchmark data and trend analysis for clients
Work independently and make sound underwriting decisions based on financial results
Proactive financial monitoring and review for assigned cases
Create monthly financial reporting packages including detailed premium, claims, membership, commission, and cash reconciliation information
Create weekly, monthly and quarterly financial statements and/or projections
Assist in quarterly presentation to clients on financial performance of insurance programs
New Business Financial Evaluations, as needed by sales team
Provide timely, courteous and accurate response to all inquiries, conducting research when necessary and communicating results
Process all necessary paperwork by adhering to the department workflow and procedures
Qualifications
Bachelor's Degree or the recognized equivalent in education and experience, required
1+ years of Employee Benefits insurance underwriting experience, carrier or brokerage preferred
Strong communication skills and ability to translate complex financial concepts into customer friendly format
Proven ability to manage multiple projects simultaneously and produce quality deliverables on time
Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook)
Able to work independently and enjoy a high degree of interaction with team members
Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
Self-motivated and driven
Maintain a sense of urgency and ability to work with and meet deadlines
Demonstrates effective problem-solving abilities
Demonstrates excellent time management and prioritization skills
Attention to detail and commitment to a high level of accuracy
The ability to use discretion surrounding sensitive information
Ability to maintain a professional demeanor and positive attitude
Compensation:
This position is located in New York State. The base salary for this position at the time of this posting may range from $70,000 to $75,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department.
#LI-MA1
#LI-HYBRID
$70k-75k yearly Auto-Apply 60d+ ago
Financial Analyst II
Mindlance 4.6
Finance analyst job in Ridgefield, CT
General Responsibilities: This person will assist the Associate Director of Sales Operations and CHC Controller . This person will be responsible for Ad Hoc analysis and data gathering that will be utilized to maximize the efficient use of funds. The Finance Operations Analyst will be responsible for drafting monthly spend reports to ensure P&Ls are within budget. This role will be repsonsible for identifing trade spend gaps and working to resolve outstanding issues the Sales Managers and Brand teams.
Education And Experience Requirements:
3-5 years of experience in a similar position; experience with finance operations preferred.
Bachelor's Degree Required, CPA or MBA a plus
Finance/Accounting Experience in Pharma/CPG and income statement analysis
Advanced Microsoft Office skills, ability to work with lookups and pivot tables
Experience in Trade Promotion management and/or Sales Planning is desired.
Ability to communicate effectively across various levels and departments within the CHC organization.
Experience with SAP, Business Intelligence, TM1, Cognos or similar database software a plus.
Must be analytical thinker and a problem solver. Must be able to work in ambiguity.
Specific Responsibilities:
Ensure the data integrity between SAP and the Cognos Sales Planning system (Sales and Spend)
Prepare monthly analysis of shipment vs. consumption for key items/accounts.
Analyze financial performance against key business metrics
Analyze annual and monthly Trade investment and Sales budgets
Maintenance to Cognos (via interaction with IT & Sales) to ensure reports run without issue & are accurate
Provide financial summary input to key presentations and business review
Qualifications
Education And Experience Requirements:
3-5 years of experience in a similar position; experience with finance operations preferred.
Bachelor's Degree Required, CPA or MBA a plus
Finance/Accounting Experience in Pharma/CPG and income statement analysis
Advanced Microsoft Office skills, ability to work with lookups and pivot tables
Experience in Trade Promotion management and/or Sales Planning is desired.
Ability to communicate effectively across various levels and departments within the CHC organization.
Experience with SAP, Business Intelligence, TM1, Cognos or similar database software a plus.
Must be analytical thinker and a problem solver. Must be able to work in ambiguity.
$65k-87k yearly est. 9h ago
Corporate Finance Analyst
Aircastle Advisor 4.4
Finance analyst job in Stamford, CT
Job Description
General Description
The Corporate FinanceAnalyst is responsible for supporting senior professionals in a number of key areas including corporate finance and investor relations. This position reports to the SVP, Capital Markets. This position requires three days a week in our Stamford, CT office, and two days are work from home.
Responsibilities
Essential Functions:
Assist in diligence, origination, and execution of financings, including capital market issuances and various bank debt products
Monitor existing financing structures along with other peer transactions
Build out and maintain financial models related to financing transactions
Build clear and comprehensive presentation materials to key internal and external stakeholders including rating agencies and investors
Assist in reporting lessee updates and other due diligence requests from capital providers and JV affiliate(s)
Assist with investor relations presentation materials and analysis as needed
Develop relationships with key capital market participants and internal counterparties, including commercial, pricing, legal, finance and accounting, and technical teams
Position Requirements
Formal Education and Certification
B.A or B.S in Finance, Economics or other related degree
Knowledge and Experience
1-3 years in structured finance, corporate banking, debt capital markets, related quantitative fields preferred
Experience in aircraft leasing/aviation sector or in a bank or Big 4 analyst program is a plus
Excellent financial modeling and presentation skills (advanced Excel + PowerPoint)
Broad understanding of basic accounting and the ability to interpret financial statements
Proficient with Bloomberg functionality
Competencies
Strong analytical skills with attention to detail
Strong communication skills; able to work with all levels of management and be comfortable presenting in a clear and concise manner
Team player: ability to work successfully with a variety of personalities and disciplines across the organization
Ability to represent the organization professionally and to cultivate and maintain relationships with funding and capital partners.
Excellent work ethic and willingness to contribute broadly to achieve team and company objectives
Must be able to handle multiple responsibilities under pressure.
Travel
This position will not require travel.
We are not looking to work with outside employment agencies to fill this role.
How much does a finance analyst earn in Bridgeport, CT?
The average finance analyst in Bridgeport, CT earns between $55,000 and $127,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.
Average finance analyst salary in Bridgeport, CT
$84,000
What are the biggest employers of Finance Analysts in Bridgeport, CT?
The biggest employers of Finance Analysts in Bridgeport, CT are: