The Senior FinancialAnalyst - Labor Productivity will be responsible for LCMC's Labor Management Program. The position provides strategic direction, oversight and support to hospital affiliates, physician groups, and other entities within LCMC Health to maintain and enhance an effective Labor Management Program, which encompasses productivity, benchmarking, target standards, and position control management. Additionally, the role supports department labor projects such as metric commentary and action plan development, premium labor reduction, and skill mix optimization.
GENERAL DUTIES
Labor Productivity Project Management:
Support local hospital management teams int the execution of productivity initiatives.
Participate in departmental interviews at local hospitals. Meeting with leaders to enhance labor practices.
Provide training to labor coaches, employees, leaders, and subject matter experts to ensure effective labor management.
Oversee and manage the Strata Labor Productivity tool to monitor and drive productivity improvements.
Labor Productivity System Standardization:
Manage and standardize statistics used across similar departments throughout the system.
Assist with target setting and benchmarking for comparable departments to drive system-wide consistency and performance.
Identify areas of opportunity for productivity gains and recommend actionable improvements.
Labor Productivity Council:
Participate in LCMC Management Council as System Labor Coach, contributing expertise and making recommendations.
Assist in the position control process by providing essential data necessary to support informed decision making.
Labor Productivity Reporting:
Oversee all labor reporting for accuracy and effectiveness of the data provided.
Support local hospital management teams in the creation of labor reports tailored to their specific needs.
Deliver system-wide labor KPI reporting to facilitate informed management and continuous improvement.
EXPERIENCE QUALIFICATIONS
Minimum of 5 years experience in healthcare labor management or equivalent
Preferred: Experience in Strata Labor Management platform or equivalent
EDUCATION QUALIFICATIONS
Bachelor's degree in Accounting, Business Administration or related field Preferred: Master's Degree
$69k-90k yearly est. 4d ago
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Financial Analyst 1
Atmos Energy 4.7
Finance analyst job in Baton Rouge, LA
At Atmos Energy, we enjoy an employee-focused culture with rewarding work, competitive pay, work-life balance, inclusion and diversity, and excellent benefits. Atmos Energy offers benefit eligibility on the first day of employment and they include:
Company-Provided Benefits
Holidays and Paid Time Off
Parental Leave
Retirement Savings Plan (Matching and Fixed Annual Company Contribution)
Annual Bonus Opportunity
Employee Assistance Program
Short-Term and Long-Term Disability Plans
Basic Life Insurance
Health Savings Account (HSA) Company Contribution with HDHP
Employee Assistance Program
Wellness Programs
LifeLock Identity Theft Protection
Paid Training
Linked-In Learning
Voluntary Benefits
Retirement Savings Plan
Medical Insurance and Prescription Drug Coverage
Dental Insurance
Vision Insurance
Employee/Dependent Life Insurance
Employee/Dependent Accidental Death & Dismemberment Insurance
Healthcare, Dependent Care and Limited Purpose Flexible Spending Accounts
Top Employer Recognitions
America's Best Employers - Forbes Magazine
The 100 Most Trustworthy Companies in America - Forbes Magazine
Top Places to Work - Dallas Morning News
Best Places to Work - Mississippi Business Journal
Best Place to Learn - Dallas Chapter of the American Society for Training and Development (ASTD)
THIS JOB DESCRIPTION DOES NOT ATTEMPT TO LIST ALL OF THE DUTIES THAT ARE OR MAY BE PERFORMED IN THIS POSITION
Primary Duties
1. Conducts basic financial analyses and research in such areas as revenue and expense performance, capital spending, and labor cap rates. Knows and uses fundamental financial analysis concepts and procedures.
2. Retrieves data from company databases and reporting systems. Compiles data and prepares routine and ad hoc reports, graphs and presentations for management. May assist in developing more complex reports and financial models under the direction of senior financial staff. Reviews reports for accuracy and completeness.
3. Assists with revenue and expense forecasts, and projections of capital spending and rate base.
4. Interfaces with internal partners such as Operations, Engineering, Marketing, Rates & Regulatory and Corporate Accounting when gathering financial information for budgets and forecasts.
5. Participates in annual budget development process.
6. Supports higher level staff in identification and recommendation of financial options or strategies when evaluating business opportunities.
7. Conducts audits of financial records. Recognizes missing or incomplete information and inconsistencies or anomalies in financial research. Resolves readily identifiable, clearly-defined problems
8. Prepares journal entries as needed.
MINIMUM REQUIREMENTS
Educational/Experience Level
Requires Bachelor's degree in Finance, Accounting, and/or Economics; or equivalent.
Communication Skills:
Requires excellent verbal and written communication and interpersonal skills.
Numeric Skills:
Requires the ability to perform analyses using basic to moderately complex statistical, financial and accounting methods and practices.
Computer Skills:
Requires ability to utilize the Company's database systems and available resources for data entry, reference and/or retrieval tasks.
Requires proficient knowledge of various software applications such as Microsoft Word, Excel, Access and Power
Point to create routine financial documents, reports, graphs and presentations.
Work Conditions:
Works in an office environment.
May require travel to other offices, including possible overnight travel.
Physical Demands:
Requires performing activities including, but not limited to, sitting, standing, using office equipment, bending, stooping, grasping, reaching, twisting, turning, and/or lifting.
Atmos Energy Corporation is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or veteran status.
Job Family:
Finance
$72k-93k yearly est. Auto-Apply 8d ago
Financial Analyst
Newedge Capital Group 4.3
Finance analyst job in New Orleans, LA
NewEdge Advisors (NEA) is looking for a highly skilled service-minded associate with a positive attitude who enjoys problem-solving and meeting the needs of our advisor base & home office staff. FinancialAnalyst will report directly to the M&A and Financial Reporting Manager. The position will be ideally be in New Orleans, LA, or Baton Rouge, LA. Remote candidates are encouraged to apply.
The primary responsibilities of the FinancialAnalyst include organizing, analyzing, and disaggregating data to ensure accuracy of the RIA's financial health. This person will also analyze billing and compensation data to ensure accurate reporting of revenue and expenses for monthly financial documents. The FinancialAnalyst will be the primary point of contact for the RIA for all financial aspects and liaise with the corporate finance team on inquries and requests. This person will also interact heavily with all NewEdge Advisors pillar and franchise teams on financial inquirites. The ideal candidate will have demonstrated ability to compare multiple sets of data, document procedures for complex processes and implement multiple quality control checks across the firm to ensure accuracy in data.
Responsibilities:
Develop thorough understanding of data sources used in calculation of revenues, internal & external expenses, client billing schedules, and advisor pricing and servicing agreements.
Reconcile transactions & fees by collecting and comparing data from multiple sources including custodial platforms, Orion, AdvisorBOB, and other systems.
Support and manage the month-end close process to ensure accurate RIA data provided to Chief Operating Officer and the corporate finance team for monthly financials.
Support with budget development, reforecasting and ongoing financial projections for NEA.
Analyze financial statements and other financial analyses to identify trends or errors.
Create and manage repeatable, standard monthly and quarterly reports for NEA leadership and advisor teams including, but not limited to AUM, brokerage and advisory production, profitability by team and advisor, account-level summaries, etc. in Tableau and Salesforce.
Manage, submit and approve invoices and expenses for the RIA.
Work with external vendors, custodians and advisor offices on invoice submission, reimbursements, accounts receiveable and accounts payable.
Maintain and monitor business performance metrics, KPI dashboards, etc.
Support operations and finance leadership with accurate RIA and custodial reporting and documentation for audit requests. Primary contact to facilitate internal and external audit requests.
Assembling and summarizing data across multiple business functions including, Financial Operations, Human Resources and Operations, as needed.
Prepare analyses and presentations for C-suite and Executive Board.
Detailed analysis of Income Statement, Balance Sheet, and Cash Flow financial models from an operating perspective collectively using key performance indicators (KPIs) and other variables as drivers to revenue and expenses over a multi-year period.
Ad hoc requests and reports as needed
Skills & Qualifications:
3-6 years of securities industry experience within organizations providing investment advisory services.
Experience with Fidelity, Raymond James, Schwab, Goldman Sachs and/or LPL Clearing preferred.
Bachelor's or master's degree in Finance, Economics or other business-related field or equivalent professional experience.
Skill in operating various database and software programs (i.e., Microsoft Office, Orion, Salesforce, Power BI, Tableau, etc). Expertise in Microsoft Excel.
Ability to communicate professionally in writing or verbally with co-workers, advisors, and other business units as required.
Ability to organize, prioritize, and handle multiple tasks within established timeframes.
Ability to investigate, research, and resolve problems.
Ability to clearly and concisely explain complex information.
Ability to pay close attention to detail, meet or exceed deadlines and implement quality control processes to check for accuracy.
Ability to collaborate and provide recommendations.
Ability to communicate and project a positive, professional attitude with co-workers, customers, and various business contacts in person and over the telephone.
Ability to develop professional relationships and maintain confidentiality.
Ability to continually stay updated with new information.
Ability to be at work on a regular and predictable basis.
FINRA SIE, Series 7 and/or 65/66 are a plus.
Applications will be accepted on an ongoing basis.
$49k-71k yearly est. 57d ago
Finance and Operations Manager
ACLU of Louisiana 3.8
Finance analyst job in New Orleans, LA
ABOUT THE ACLU OF LOUISIANA
At the ACLU of Louisiana, we envision an equitable Louisiana that upholds the rights, dignity, and safety of all people and courageously acknowledges and endeavors to repair historical injustice that continues to harm marginalized communities. Our team seeks to protect the civil rights and civil liberties of all Louisianians by working to dismantle systems of oppression that harm the most vulnerable members of the community, specifically Black, Brown, Immigrant, and LGBTQ+ communities.
Our work reflects the ideals of peace, justice, and love.
We fight for change through a vigorous legal, policy, and community-centered strategy dedicated to ending white supremacist policy and law. We are engineers for real social change. We steep ourselves in a thorough understanding of Louisiana and American history to free ourselves of bias and ignorance.
It has been said that the fight for civil liberties never stays won; as cynical as that may sound, the ACLU of Louisiana remains confident that weand justicewill prevail.
Our team members are deeply passionate about doing the work and embodying the values of our organization each day. We invite individuals who have experience in and share our passion for social justice to join our team.
Position Overview
The Finance & Operations Manager is a key member of the team, ensuring the organizations financial stability and operational effectiveness. This role manages core financial functions, oversees daily operations, and strengthens internal systems to support the mission. The Finance & Operations Manager works closely with external finance partners, including a contracted CFO and bookkeeper, to ensure accurate reporting, compliance, and sound fiscal strategy.
In addition to leading financial management, this position is responsible for office administration, vendor and contract oversight, technology systems, and risk management. The Finance & Operations Manager partners with leadership to align finance and operations with organizational goals, supports board governance through clear reporting, and ensures compliance with all legal and regulatory requirements.
Finance & Accounting
Partner with contracted CFO, bookkeeper, and CPA to maintain accurate financial records and ensure timely monthly reconciliations.
Manage day-to-day financial operations, including accounts payable, accounts receivable, payroll, and expense reporting.
Develop and monitor organizational budgets in partnership with leadership, providing accurate forecasting and analysis.
Support preparation of monthly, quarterly, and annual financial statements and reports for leadership and the board.
Reconcile bank accounts and track cash flow.
Manage vendor payments, invoices, and schedules to ensure accuracy and timeliness.
Support annual audit and IRS990s preparation and coordinate with external auditors.
Support senior staff in preparing budgets for funding applications.
Operations & Administration
Oversee office management, facilities, and vendor relationships to ensure a safe, well-functioning work environment.
Manage contracts, service delivery, and vendor performance, serving as the primary point of contact for external partners.
Oversee technology systems and coordinate with IT vendors to maintain functionality and security.
Develop and maintain policies, procedures, and systems that improve efficiency and accountability.
Manage purchasing, equipment, and inventory to support staff effectiveness.
Support planning and logistics for organizational meetings and events.
Lead operational functions including reception, property/facility management, and workplace safety.
Ensure day-to-day operations are organized, compliant, and aligned with organizational needs.
Manage records, both electronic and paper, including archival processes.
Oversee business continuity planning related to technology and operations.
Compliance, Risk & Governance
Ensure compliance with financial, legal, labor, and regulatory requirements.
Oversee insurance coverage, including malpractice, workers compensation, commercial umbrella, and surety bonds.
Ensure timely filing of local, state, and federal taxes and registrations.
Monitor and update risk management policies and procedures.
Support board governance by preparing and delivering accurate financial and operational reports.
Maintain up-to-date knowledge of employment and compliance legislation to ensure adherence.
Cross-Functional / General Management
Partner with leadership to integrate finance and operations into the organizations strategic priorities.
Supervise operations and finance staff and contractors, promoting accountability and collaboration.
Identify and implement process improvements that strengthen organizational performance.
To be successful in this role
Bachelors degree.
35 years of experience in finance or operations.
Strong coordination, prioritization, and communication skills.
Ability to manage confidential information with professionalism.
Proficiency in Google Workspace, Zoom, and Bill.com (or similar platforms).
Experience in nonprofit or mission-driven settings preferred.
Compensation and Benefits
Salary is $68,000 to $80,000, based on experience. Excellent benefits include vacation, sick leave, family leave, comprehensive health, dental, and vision insurance with all premiums 100% paid for the employee and health insurance premiums 100% paid for the employee and children, an employer-funded HRA plan, a 401k contribution and match, and paid parking.
SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
This position will have responsibility for performing day-to-day operational activities of the Warehouse Financing business and its clients. Customer relations focus with SitusAMC business partners and their clients.
Essential Job Functions:
+ Manage and monitor the day-to-day execution of client and lending partner needs, including uploading data tapes, determining loan eligibility, identifying errors, execution of fundings, margin calls, servicing updates and loan settlements,
+ Provide direct operational support with the use of technical and operational solutions for external clients and lending partners
+ Develop and maintain relationships with clients and their lending partners.
+ Create, participate, and provide feedback in prospective client presentations
+ Performing tasks and reporting related to warehouse financing in ProMerit
+ Professional and timely communication with clients via conference calls, zooms and email
+ Coordinate meetings, send out meeting planners and take notes on calls
+ Analyze and process client requests in a timely manner and meet deadlines
+ Recommend process improvements to streamline operations and enhance efficiency
+ Liaise with offshore resources to ensure seamless coverage of all client requirements
+ Collaborate with marketing team to prepare materials for external distribution
+ Support ad-hoc projects and other activities as may be assigned by your manager
Qualifications/ Requirements:
+ Bachelor's degree or equivalent from four-year College or technical school or equivalent combination of education and experience
+ Entry level professional with 0-2 years of industry and/or relevant experience, typically at an Analyst level role or external equivalent.
+ 2 plus years related industry experience and/or training preferred, highly regulated
+ Knowledge of the Warehouse Financing Solutions line of business; including use and support of the ProMerit technology platform, warehouse financing operational activities, client services, presentation skills & ability to take on other strategic initiatives
+ Familiarity with residential and commercial mortgage warehouse facility structure through business term sheet interpretation
+ Proficient skills and working knowledge in MS Excel (e.g. calculations, vlookup, pivot tables, etc.) PowerPoint, Word, WLS and ProMerit, ADO
+ Self-motivated, adapts to changes in the work environment, manages time with competing demands, able to deal with frequent change, delays, or unexpected events
+ Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops creative or alternative solutions; demonstrates attention to detail; works well in group problem solving situations; uses reason even when dealing with emotional topics
+ Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; ability to think critically; requires minimal supervision; displays understanding of how job relates to others; uses resources effectively; adapts to new technologies
+ Effectively expresses ideas and thoughts verbally and in written form; exhibits good listening and comprehension; communicates changes and progress; keeps others adequately informed; selects and uses appropriate communication methods; manages difficult or emotional situations
+ Ability to work in a highly regulated industry with adherence to internal and external compliance requirements related to AML, funds transfer policies, client confidentiality and data security.
\#LI-MS1 #LI-REMOTE
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
$50,000.00 - $80,000.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision (******************************************************************************************************
SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal (***********************************************************************************************
$50k-80k yearly 60d+ ago
Construction Financial Analyst
FMOL Health System 3.6
Finance analyst job in Baton Rouge, LA
The Construction FinancialAnalyst is responsible for providing financial planning, analysis, and reporting support for construction projects within the healthcare sector. This role collaborates closely with project managers, finance teams, and healthcare leadership to ensure the financial success of capital construction projects, renovations, and facility upgrades. The analyst will monitor budgets, evaluate cost performance, and deliver insights to guide critical decision-making in a dynamic healthcare environment.
* Develop, monitor, and update detailed project budgets for multiple healthcare construction projects, including new facilities, expansions, and renovations.
* Prepare financial forecasts, variance analyses, and regular reporting for project stakeholders, including executives, finance, and construction management teams.
* Track and analyze project expenditures, commitments, and change orders to ensure alignment with approved budgets and timelines.
* Evaluate contractor and vendor proposals, change orders, and invoices for accuracy, completeness, and compliance with contract terms.
* Work closely with project managers, architects, engineers, and contractors to identify and mitigate financial risks and cost overruns.
* Assist in the development of capital expenditure requests and business cases for new construction and major renovation projects.
* Support audits and regulatory reviews by maintaining thorough financial records and documentation in accordance with healthcare industry standards.
* Conduct post-project financial reviews to assess performance, identify lessons learned, and drive continuous improvement.
* Stay current on industry trends, construction best practices, and regulatory changes impacting healthcare construction finance.
Experience: 4 years financial analysis experience in construction
Education: Bachelor's degree in finance, accounting or related field.
$45k-73k yearly est. 8d ago
State Sls Finance Analyst
Republic National Distributing Company
Finance analyst job in New Orleans, LA
Republic National Distributing Company (RNDC) is a family-owned business with roots extending before Prohibition that has evolved into one of the nation's largest wine and spirits wholesalers. Our success is grounded in our core values of Family, Service, Accountability, Honesty, and Professionalism. We offer a vibrant, inclusive culture and workplace experience for individuals who want a career that makes them feel accomplished and engaged. RNDC values the health and well-being of our associates, inside and outside the office, offering dynamic health and wellness benefits that supply exceptional care and value. RNDC is geared toward growing our footprint and our people. Join our team of energetic professionals who believe in many happy hours and are experts in our craft.
Summary
RNDC is looking for a collaborative, analytical, and professional State Sales FinanceAnalyst to join our growing finance team. This role supports the field-based Sales Finance function. Key responsibilities are directly related to supplier relations and analysis of the business results as compared to contractual obligations by performing the following duties.
In this role, you will
Conducts ROI analysis of sales programs.
Ensures successful business workflows; standard of operations; reports; technology solutions; and appropriate recordkeeping for compliance reasons.
Assists leadership on achieving goals and budgets in partnership with sales line management and leadership.
Assists with key analysis work of the supplier accounts receivable. Conducts gross profit analysis; fund analysis; data quality; costing; federal compliance; and supply chain management, as needed.
Compile and provide variance analysis and business insight on business performance. Research variances on financial statements and originate correcting journal entries resulting from analysis.
Maintains: validates and distributes all Key Performance Indicators (KPIs) and measure program effectiveness. Creates; maintains; validates; and distributes key periodic reports package including Dashboards, Daily Top Line, Master Planning, and Daily Financials
Anticipates problems and develops solutions and plans. Troubleshoots financial issues for solutions with line management.
Conducts analysis of profitability and appropriate ROI of supplier incentives. Ensures financial compliance of supplier contracts and ensure proper bill-back percentages for supplier incentives.
What you bring to RNDC
Bachelor's degree from four-year College or university preferred; four or more years related analyst experience, preferably three or more years in an accounting or financial, accounting, economics business environment with an alcoholic beverage wholesaler or supplier and/or training; or equivalent combination of education and experience.
Ability to travel up to 10% time.
What's in it for you
401(k) with company matching
Medical, dental and vision benefits*
Generous paid time off program - work your way up to 5 weeks of PTO a year with the ability to carryover unused PTO
Paid volunteer time
Paid parental leave
Paid caregiver leave
Fertility benefits
Paid training
Company paid life insurance, short-term disability, and company-paid holidays
Associate resource groups, and diversity, equity, and inclusion programs available for all associates
*Participation in these programs are subject to applicable wait periods and all plan and program terms and eligibility
COVID-19 considerations:
We follow CDC Guidelines and have a fun and safe environment for our teams.
Bonus if you bring
Republic National Distributing Company and National Distributing Company are Equal Opportunity/Affirmative Action employers. It is our policy not to discriminate against any Employee or Applicant. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability. This policy of nondiscrimination in employment includes but is not limited to: recruitment, hiring, placement, promotion, transfer, employment advertising or solicitations, compensation, layoff or termination of employment.
RNDC is committed to providing reasonable accommodation to people with disabilities throughout the job application and interview process, to the point of undue hardship. If you require an accommodation during the application or interview process, please click here.
$42k-63k yearly est. 60d+ ago
Construction Financial Analyst
Fmolhs
Finance analyst job in Baton Rouge, LA
The Construction FinancialAnalyst is responsible for providing financial planning, analysis, and reporting support for construction projects within the healthcare sector. This role collaborates closely with project managers, finance teams, and healthcare leadership to ensure the financial success of capital construction projects, renovations, and facility upgrades. The analyst will monitor budgets, evaluate cost performance, and deliver insights to guide critical decision-making in a dynamic healthcare environment.
Experience: 4 years financial analysis experience in construction
Education: Bachelor's degree in finance, accounting or related field.
• Develop, monitor, and update detailed project budgets for multiple healthcare construction projects, including new facilities, expansions, and renovations.
• Prepare financial forecasts, variance analyses, and regular reporting for project stakeholders, including executives, finance, and construction management teams.
• Track and analyze project expenditures, commitments, and change orders to ensure alignment with approved budgets and timelines.
• Evaluate contractor and vendor proposals, change orders, and invoices for accuracy, completeness, and compliance with contract terms.
• Work closely with project managers, architects, engineers, and contractors to identify and mitigate financial risks and cost overruns.
• Assist in the development of capital expenditure requests and business cases for new construction and major renovation projects.
• Support audits and regulatory reviews by maintaining thorough financial records and documentation in accordance with healthcare industry standards.
• Conduct post-project financial reviews to assess performance, identify lessons learned, and drive continuous improvement.
• Stay current on industry trends, construction best practices, and regulatory changes impacting healthcare construction finance.
$42k-63k yearly est. Auto-Apply 9d ago
Construction Financial Analyst
Fmolhs Career Portal
Finance analyst job in Baton Rouge, LA
The Construction FinancialAnalyst is responsible for providing financial planning, analysis, and reporting support for construction projects within the healthcare sector. This role collaborates closely with project managers, finance teams, and healthcare leadership to ensure the financial success of capital construction projects, renovations, and facility upgrades. The analyst will monitor budgets, evaluate cost performance, and deliver insights to guide critical decision-making in a dynamic healthcare environment.
Experience: 4 years financial analysis experience in construction
Education: Bachelor's degree in finance, accounting or related field.
• Develop, monitor, and update detailed project budgets for multiple healthcare construction projects, including new facilities, expansions, and renovations.
• Prepare financial forecasts, variance analyses, and regular reporting for project stakeholders, including executives, finance, and construction management teams.
• Track and analyze project expenditures, commitments, and change orders to ensure alignment with approved budgets and timelines.
• Evaluate contractor and vendor proposals, change orders, and invoices for accuracy, completeness, and compliance with contract terms.
• Work closely with project managers, architects, engineers, and contractors to identify and mitigate financial risks and cost overruns.
• Assist in the development of capital expenditure requests and business cases for new construction and major renovation projects.
• Support audits and regulatory reviews by maintaining thorough financial records and documentation in accordance with healthcare industry standards.
• Conduct post-project financial reviews to assess performance, identify lessons learned, and drive continuous improvement.
• Stay current on industry trends, construction best practices, and regulatory changes impacting healthcare construction finance.
$42k-63k yearly est. Auto-Apply 9d ago
Finance Analyst (On-Site)
T. Parker Host 3.8
Finance analyst job in Avondale, LA
Title: FinanceAnalyst Status: Full-Time, Exempt Company: T. Parker Host Reports To: Corporate Controller The FP&A team is a key asset in the future growth of HOST. This individual will be responsible for the Company's monthly financial reporting and forecasting, annual budgeting process, operating plan variance analysis and special projects.
Essential Responsibilities and Duties:
* Analyze current and past trends in key performance indicators including all areas of revenue, expenses and capital expenditures.
* Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance
* Manage the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling Tools
* Ad-hoc reporting and analysis
* Improve performance by evaluating processes to drive efficiencies
* Develop financial models and analyses to support strategic initiatives
* Prepare presentations
* Analyze complex financial information and reports in order to provide accurate and timely financial recommendations to management
* Support leadership with in-depth analysis
* Other duties as assigned
Education, Knowledge, Experience, Skills and Abilities Required:
* Bachelor's degree in business administration, finance, accounting, economics, or other related course of study
* Minimum five years of professional-level FP&A experience
* Working knowledge of financial analysis best practices
* Strong organizational, interpersonal, verbal and written communication skills
* Advanced competency in Microsoft Excel and PowerPoint
* Strong analytical skills
* Presentation skills
* Proficiency in business math
* Ability to work under pressure
* Ability to handle multiple projects in a fast-paced environment
* Highest standards of accuracy and precision; highly organized
* Ability to roll up sleeves and work with team members in all departments
Physical Requirements:
* This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers/scanners, filing cabinets.
* While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; and taste or smell.
* Specific vision abilities required by the job include close vision, distance vision
Core Principles: All team members must demonstrate an ability to adhere and understand the core principles of the company. This team member must be able to provide value and depth to the Core Principles of Host.
* Our people are our greatest assets.
* Their safety is our top priority.
* We provide exceptional service.
* We believe every relationship is important.
* We are detectives, understanding all activities within our markets.
* We know today's opportunities are tomorrow's growth.
* We conduct all business with integrity.
* We build on our legacy.
Position Specific Behaviors
* Team player
* Makes decisions and executes quickly
* Honesty and integrity
* Adaptable and flexible
* Collaborative- works well with others
* Excels in high growth, entrepreneurial and meritocratic environment
* Comfortable with ambiguity
* Strong intellectual curiosity
* Thrives in a pressurized work environment
Demonstrated Competencies to be Successful at Host
* Self- starter
* Problem solving
* Communication
* Customer Focus
* Accountability
* Executing both short-term plans and long-term plans tied to vision and "big picture" goals
$41k-63k yearly est. 43d ago
Financial Analyst
The Carpenter Health Network 3.5
Finance analyst job in Baton Rouge, LA
The Carpenter Health Network is hiring a FinancialAnalyst in Baton Rouge, LA - Join us and shape strategy with smart financial insights.
At The Carpenter Health Network, we invest in our people through an Employee Stock Ownership Plan (ESOP) a unique benefit that makes you a true employee-owner.
As part of our team, you ll receive company stock at no cost to you, with benefits that include:
Building long-term wealth for your future
Enjoying a retirement benefit you don t pay for
Sharing directly in the success you help create every day
We offer: Incredible Work Schedule, Excellent Pay, Complete Benefits Package including: Employee Stock Ownership Plan (ESOP), Health, Dental, Vision & Life Insurance, Paid Time Off (PTO), 401-K, Free CEU online accreditation courses and Remarkable Career Advancement Opportunities.
The FinancialAnalyst analyzes financial data to identify trends, forecast performance, and support strategic planning. They deliver clear, data-driven insights and recommendations that help leadership make informed business decisions and optimize financial outcomes.
Key Responsibilities:
Evaluate financial data to provide insights and recommendations that guide better business and financial decisions.
Collect, analyze, and interpret financial data to assess organizational performance and identify trends.
Develop budgets and financial models to forecast future performance and support strategic decision-making.
Prepare and review hospital revenue reports to ensure accuracy, compliance, and proper revenue recognition.
Produce detailed monthly financial statements and analytical reports, offering insights and actionable recommendations to operations and leadership.
Qualifications:
Bachelor s degree in Finance or Accounting
3-5 years of hospital revenue and finance experience
Technical proficiency in Financial Software and Excel
Excellent verbal and written communications
Able to multi-task, work independently and be extremely organized
Make a difference in the lives of others and your own with The Carpenter Health Network. Apply today!
All inquiries will be kept confidential. EOE
$49k-62k yearly est. 33d ago
Construction Financial Analyst
Franciscan Missionaries of Our Lady University 4.0
Finance analyst job in Baton Rouge, LA
The Construction FinancialAnalyst is responsible for providing financial planning, analysis, and reporting support for construction projects within the healthcare sector. This role collaborates closely with project managers, finance teams, and healthcare leadership to ensure the financial success of capital construction projects, renovations, and facility upgrades. The analyst will monitor budgets, evaluate cost performance, and deliver insights to guide critical decision-making in a dynamic healthcare environment.
Responsibilities
* Develop, monitor, and update detailed project budgets for multiple healthcare construction projects, including new facilities, expansions, and renovations.
* Prepare financial forecasts, variance analyses, and regular reporting for project stakeholders, including executives, finance, and construction management teams.
* Track and analyze project expenditures, commitments, and change orders to ensure alignment with approved budgets and timelines.
* Evaluate contractor and vendor proposals, change orders, and invoices for accuracy, completeness, and compliance with contract terms.
* Work closely with project managers, architects, engineers, and contractors to identify and mitigate financial risks and cost overruns.
* Assist in the development of capital expenditure requests and business cases for new construction and major renovation projects.
* Support audits and regulatory reviews by maintaining thorough financial records and documentation in accordance with healthcare industry standards.
* Conduct post-project financial reviews to assess performance, identify lessons learned, and drive continuous improvement.
* Stay current on industry trends, construction best practices, and regulatory changes impacting healthcare construction finance.
Qualifications
Experience: 4 years financial analysis experience in construction
Education: Bachelor's degree in finance, accounting or related field.
$43k-61k yearly est. 8d ago
Tax Analyst
Delta Fuel Company Inc.
Finance analyst job in Baton Rouge, LA
Delta Fuel Company is dedicated to recruiting an experienced professional to join our team as a Tax Analyst. This position will be responsible for assisting in the timely and accurate filing of excise, sales, and other business tax returns in a multi-state, multi-jurisdictional environment.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Assist in the preparation and filing of sales/use, fuel excise, and property tax returns and other compliance reporting for federal, state, and local tax authorities
Conduct reconciliations between tax returns and general ledger to ensure accuracy
Maintain business and tax licensing registrations with federal, state, and local authorities
Conduct research of federal, state, and local tax statutes and regulations
Update corporate systems to ensure compliance with current rates and regulations
Perform special projects and other duties as assigned
Requirements:
1-3 years of experience in sales/use and excise tax matters
Bachelors degree in accounting, finance, or related field
Proficiency in Microsoft Office Suite (Excel, Word, etc.)
Comfortable with deadlines and achieving targets or goals.
Ability to work independently with strong attention to details
Problem-solving and critical-thinking skills
Strong organization skills and ability to multitask
Previous experience with the petroleum products industry a plus
PI99b7f3f34caa-31181-39278508
$35k-53k yearly est. 7d ago
Financial Analyst I
Tulane University 4.8
Finance analyst job in New Orleans, LA
The FinancialAnalyst I is responsible for performing comprehensive analyses and projections relating to business trends to improve the School's operational and financial effectiveness. Performs analysis of financial reports and data and assists the Director of Financial Planning & Analysis and AVP Finance & Decision Support in preparing subsequent narrative analysis for management inclusive of recommendations. Develops contract revenue payout worksheets to ensure supplemental pay is calculated in line with executed contract terms.• Basic knowledge of generally accepted accounting principles (GAAP).
* Strong analytical and problem-solving skills.
* Ability to prepare financial reports and forecasts and form data-based solutions.
* Excellent oral and written communication skills, as well as the ability to interact with individuals internal and external to the organization in an effective, courteous, and productive manner.
* Excellent organizational skills; the ability to prioritize work to meet anticipated and established deadlines.
* Strong attention to detail, follow-through, and the propensity to bring projects or issues to closure.
* Ability to analyze possible solutions using technical experience.
* Proficient computer skills, including Microsoft Office (with expertise in Excel).
* Bachelor's Degree in accounting, finance, business, or related.
* Two (2) years of directly related experience.
* Previous experience working in a Higher Education and/or Healthcare setting.
* Working knowledge of the Microsoft Teams environment.
$41k-48k yearly est. 35d ago
BCDPHA Contracts and Grants Analyst
University of New Orleans 4.2
Finance analyst job in Baton Rouge, LA
Thank you for your interest in The University of New Orleans.
Once you start the application process, you will not be able to save your work, so you should collect all required information before you begin. The required information is listed below in the job posting.
You must complete all required portions of the application and attach the required documents in order to be considered for employment.
Department
OPH-BCDPHAJob SummaryJob Description
Coordinates and manages contracts and grants, procurement, invoice processing and fiscal management.
Works with various programs to execute contracts for services, track expenditures, and assist with monitoring grant budgets.
Inputs contracts into the LaGov system for approvals.
Prepares, develops and monitors routine contracts and/or grants agreements, applications, budgets, amendments and sub-grant agreements in accordance with departmental policies and procedures.
Evaluates and reconciles monthly contract invoices and reported expenditures.
Works with contractors and Bureau of Chronic Disease Prevention and Healthcare Access (BCDPHA) administrative personnel to solve contract problems and facilitate coordination.
Tracks the approval process of contracts/grants ensuring all necessary approvals are received.
Obtains and reviews performance evaluations after completion of a project to comply with state law within established time limits.
Manages the establishment, implementation, and revisions (as necessary) to the program standards and guidelines.
Independently manages contract workflow for the bureau.
Plans and coordinates monitoring and reporting process for statewide programs.
Provides contract monitoring, evaluations, budget tracking, and receiving/processing of invoices for several bureau contracts, both small scale and large scale.
Provides technical assistance to program personnel in preparation of contracts agreements or grants proposals.
Maintains records, prepares reports and/or correspondence relative to contract and/or grants.
Coordinates program information by maintaining budgetary databases, generating reports, and ensuring information integrity; may require presentation of information in workshops, meetings, etc.
Collaborates with bureau management team to develop budgets and allocate financial resources to achieve grant goals.
Other tasks as assigned.
QUALIFICATIONS
REQUIRED:
Bachelor's degree, or Associate's degree plus 3 years of professional experience, or 6 years of professional work experience.
Excellent analytical and critical thinking skills; effective organizational and time management skills.
Great attention to detail and follow up.
Ability to manage projects, assignments, and competing priorities.
Proficient in the use of Zoom, Teams, and Microsoft Office, including but not limited to Outlook, Word, and Excel.
DESIRED:
Advanced degree.
Minimum 1 year professional experience performing administrative functions within an office environment or health care field.
Minimum 1 year professional experience with contracts, grants, or managing/tracking budgets.
Minimum 1 year professional experience with the LaGov Procurement System.
Minimum 1 year professional experience with accounting.
Required Attachments
Please upload the following documents in the Resume/Cover Letter section.
Detailed resume listing relevant qualifications and experience;
Cover Letter indicating why you are a good fit for the position and University of Louisiana Systems;
Names and contact information of three references;
Applications that do not include the required uploaded documents may not be considered.
Posting Close DateThis position will remain open until filled.
Note to Applicant:
Applicants should fully describe their qualifications and experience with specific reference to each of the minimum and preferred qualifications in their cover letter. The search committee will use this information during the initial review of application materials.
References will be contacted at the appropriate phase of the recruitment process.
This position may require a criminal background check to be conducted on the candidate(s) selected for hire.
As part of the hiring process, applicants for positions at the University of New Orleans may be required to demonstrate the ability to perform job-related tasks.
The University of New Orleans is an Affirmative Action and Equal Employment Opportunity employer. We do not discriminate on the basis of race, gender, color, religion, national origin, disability, sexual orientation, gender identity, protected Veteran status, age if 40 or older, or any other characteristic protected by federal, state, or local law.
$39k-46k yearly est. Auto-Apply 60d+ ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance analyst job in Baton Rouge, LA
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
$500 weekly Auto-Apply 6d ago
Finance and Operations Manager
ACLU of Louisiana 3.8
Finance analyst job in New Orleans, LA
ABOUT THE ACLU OF LOUISIANA
At the ACLU of Louisiana, we envision an equitable Louisiana that upholds the rights, dignity, and safety of all people and courageously acknowledges and endeavors to repair historical injustice that continues to harm marginalized communities. Our team seeks to protect the civil rights and civil liberties of all Louisianians by working to dismantle systems of oppression that harm the most vulnerable members of the community, specifically Black, Brown, Immigrant, and LGBTQ+ communities.
Our work reflects the ideals of peace, justice, and love.
We fight for change through a vigorous legal, policy, and community-centered strategy dedicated to ending white supremacist policy and law. We are engineers for real social change. We steep ourselves in a thorough understanding of Louisiana and American history to free ourselves of bias and ignorance.
It has been said that the fight for civil liberties never stays won; as cynical as that may sound, the ACLU of Louisiana remains confident that we-and justice-will prevail.
Our team members are deeply passionate about doing the work and embodying the values of our organization each day. We invite individuals who have experience in and share our passion for social justice to join our team.
Position Overview
The Finance & Operations Manager is a key member of the team, ensuring the organization's financial stability and operational effectiveness. This role manages core financial functions, oversees daily operations, and strengthens internal systems to support the mission. The Finance & Operations Manager works closely with external finance partners, including a contracted CFO and bookkeeper, to ensure accurate reporting, compliance, and sound fiscal strategy.
In addition to leading financial management, this position is responsible for office administration, vendor and contract oversight, technology systems, and risk management. The Finance & Operations Manager partners with leadership to align finance and operations with organizational goals, supports board governance through clear reporting, and ensures compliance with all legal and regulatory requirements.
Finance & Accounting
Partner with contracted CFO, bookkeeper, and CPA to maintain accurate financial records and ensure timely monthly reconciliations.
Manage day-to-day financial operations, including accounts payable, accounts receivable, payroll, and expense reporting.
Develop and monitor organizational budgets in partnership with leadership, providing accurate forecasting and analysis.
Support preparation of monthly, quarterly, and annual financial statements and reports for leadership and the board.
Reconcile bank accounts and track cash flow.
Manage vendor payments, invoices, and schedules to ensure accuracy and timeliness.
Support annual audit and IRS990's preparation and coordinate with external auditors.
Support senior staff in preparing budgets for funding applications.
Operations & Administration
Oversee office management, facilities, and vendor relationships to ensure a safe, well-functioning work environment.
Manage contracts, service delivery, and vendor performance, serving as the primary point of contact for external partners.
Oversee technology systems and coordinate with IT vendors to maintain functionality and security.
Develop and maintain policies, procedures, and systems that improve efficiency and accountability.
Manage purchasing, equipment, and inventory to support staff effectiveness.
Support planning and logistics for organizational meetings and events.
Lead operational functions including reception, property/facility management, and workplace safety.
Ensure day-to-day operations are organized, compliant, and aligned with organizational needs.
Manage records, both electronic and paper, including archival processes.
Oversee business continuity planning related to technology and operations.
Compliance, Risk & Governance
Ensure compliance with financial, legal, labor, and regulatory requirements.
Oversee insurance coverage, including malpractice, workers' compensation, commercial umbrella, and surety bonds.
Ensure timely filing of local, state, and federal taxes and registrations.
Monitor and update risk management policies and procedures.
Support board governance by preparing and delivering accurate financial and operational reports.
Maintain up-to-date knowledge of employment and compliance legislation to ensure adherence.
Cross-Functional / General Management
Partner with leadership to integrate finance and operations into the organization's strategic priorities.
Supervise operations and finance staff and contractors, promoting accountability and collaboration.
Identify and implement process improvements that strengthen organizational performance.
To be successful in this role
Bachelor's degree.
3-5 years of experience in finance or operations.
Strong coordination, prioritization, and communication skills.
Ability to manage confidential information with professionalism.
Proficiency in Google Workspace, Zoom, and Bill.com (or similar platforms).
Experience in nonprofit or mission-driven settings preferred.
Compensation and Benefits
Salary is $68,000 to $80,000, based on experience. Excellent benefits include vacation, sick leave, family leave, comprehensive health, dental, and vision insurance with all premiums 100% paid for the employee and health insurance premiums 100% paid for the employee and children, an employer-funded HRA plan, a 401k contribution and match, and paid parking.
$68k-80k yearly 60d+ ago
Financial Analyst
Carpenter Health Network 3.5
Finance analyst job in Baton Rouge, LA
Job Description
The Carpenter Health Network is hiring a FinancialAnalyst in Baton Rouge, LA - Join us and shape strategy with smart financial insights.
At The Carpenter Health Network, we invest in our people through an Employee Stock Ownership Plan (ESOP) - a unique benefit that makes you a true employee-owner.
As part of our team, you'll receive company stock at no cost to you, with benefits that include:
Building long-term wealth for your future
Enjoying a retirement benefit you don't pay for
Sharing directly in the success you help create every day
We offer: Incredible Work Schedule, Excellent Pay, Complete Benefits Package including: Employee Stock Ownership Plan (ESOP), Health, Dental, Vision & Life Insurance, Paid Time Off (PTO), 401-K, Free CEU online accreditation courses and Remarkable Career Advancement Opportunities.
The FinancialAnalyst analyzes financial data to identify trends, forecast performance, and support strategic planning. They deliver clear, data-driven insights and recommendations that help leadership make informed business decisions and optimize financial outcomes.
Key Responsibilities:
Evaluate financial data to provide insights and recommendations that guide better business and financial decisions.
Collect, analyze, and interpret financial data to assess organizational performance and identify trends.
Develop budgets and financial models to forecast future performance and support strategic decision-making.
Prepare and review hospital revenue reports to ensure accuracy, compliance, and proper revenue recognition.
Produce detailed monthly financial statements and analytical reports, offering insights and actionable recommendations to operations and leadership.
Qualifications:
Bachelor's degree in Finance or Accounting
3-5 years of hospital revenue and finance experience
Technical proficiency in Financial Software and Excel
Excellent verbal and written communications
Able to multi-task, work independently and be extremely organized
Make a difference in the lives of others - and your own - with The Carpenter Health Network. Apply today!
All inquiries will be kept confidential. EOE
$49k-62k yearly est. 29d ago
Finance Analyst (On-Site)
T. Parker Host 3.8
Finance analyst job in Westwego, LA
Job Description
Title: FinanceAnalyst
Status: Full-Time, Exempt
Company: T. Parker Host
Reports To: Corporate Controller
The FP&A team is a key asset in the future growth of HOST. This individual will be responsible for the Company's monthly financial reporting and forecasting, annual budgeting process, operating plan variance analysis and special projects.
Essential Responsibilities and Duties:
Analyze current and past trends in key performance indicators including all areas of revenue, expenses and capital expenditures.
Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance
Manage the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling Tools
Ad-hoc reporting and analysis
Improve performance by evaluating processes to drive efficiencies
Develop financial models and analyses to support strategic initiatives
Prepare presentations
Analyze complex financial information and reports in order to provide accurate and timely financial recommendations to management
Support leadership with in-depth analysis
Other duties as assigned
Education, Knowledge, Experience, Skills and Abilities Required:
Bachelor's degree in business administration, finance, accounting, economics, or other related course of study
Minimum five years of professional-level FP&A experience
Working knowledge of financial analysis best practices
Strong organizational, interpersonal, verbal and written communication skills
Advanced competency in Microsoft Excel and PowerPoint
Strong analytical skills
Presentation skills
Proficiency in business math
Ability to work under pressure
Ability to handle multiple projects in a fast-paced environment
Highest standards of accuracy and precision; highly organized
Ability to roll up sleeves and work with team members in all departments
Physical Requirements:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers/scanners, filing cabinets.
While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; and taste or smell.
Specific vision abilities required by the job include close vision, distance vision
Core Principles: All team members must demonstrate an ability to adhere and understand the core principles of the company. This team member must be able to provide value and depth to the Core Principles of Host.
Our people are our greatest assets.
Their safety is our top priority.
We provide exceptional service.
We believe every relationship is important.
We are detectives, understanding all activities within our markets.
We know today's opportunities are tomorrow's growth.
We conduct all business with integrity.
We build on our legacy.
Position Specific Behaviors
Team player
Makes decisions and executes quickly
Honesty and integrity
Adaptable and flexible
Collaborative- works well with others
Excels in high growth, entrepreneurial and meritocratic environment
Comfortable with ambiguity
Strong intellectual curiosity
Thrives in a pressurized work environment
Demonstrated Competencies to be Successful at Host
Self- starter
Problem solving
Communication
Customer Focus
Accountability
Executing both short-term plans and long-term plans tied to vision and “big picture” goals
$41k-63k yearly est. 14d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance analyst job in Metairie, LA
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
How much does a finance analyst earn in Hammond, LA?
The average finance analyst in Hammond, LA earns between $35,000 and $76,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.