Associate Financial Advisor
Finance analyst job in Manchester, CT
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 200 West Center Street Ste A1, Manchester, CT
This job posting is anticipated to remain open for 30 days, from 26-Nov-2025. The posting may close early due to the volume of applicants.
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills
Can you see yourself...
Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
Hiring Minimum: $75400.00
Hiring Maximum: $80200.00
Read More About Job Overview
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.
Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Financial Planning Analyst
Finance analyst job in Norwalk, CT
FP&A Analyst
Finance
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 or modeling (a plus, but not required)
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.
Associate Financial Advisor
Finance analyst job in Port Jefferson, NY
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 640 Belle Terre Road Bldg B, Port Jefferson, NY
This job posting is anticipated to remain open for 30 days, from 20-Nov-2025. The posting may close early due to the volume of applicants.
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills
Can you see yourself...
Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
Hiring Minimum: $81900.00
Hiring Maximum: $87000.00
Read More About Job Overview
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.
Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Pricing Analyst
Finance analyst job in Rocky Hill, CT
Job Requirements
• Bachelor's in business, marketing, or finance or similar is required
• 2+ years of relevant business experience in the field of pricing or finance
• Experience working with a pricing software (PROS, Vendavo or similar) is a nice to have
• Strong leadership, project management, analytical skills with the ability to influence people at different levels across the organization
• Strong communication (verbal, written, presentation) skills
• Very good business acumen, results-driven, self-motivating and hands-on approach
• Creative problem-solving skills and great attention to details
Job Responsibilities
• Member of the regional pricing team to shape and implement the pricing strategy within the General Maintenance & Manufacturing Strategic Business Unit of Adhesive Technologies
• Support all pricing related topics, ensure pricing governance, and manage pricing processes
• Monitor pricing performance with reviews on pricing, cost, and identification of outliers in close collaboration with category & product management teams
• Review and resolve pricing deductions, inquiries, and requests in a timely manner
• Support coordination of Contract-Through-Distribution (CTD) rebate process; working with CTD processors, Distributors, and sales personnel to minimize errors and create proactive solutions to develop best-in-practice rebate management process
• Handle all issues with the quotation process and coordinate resolution of issues related to the pricing tool, from user access to troubleshooting
Plant Controller
Finance analyst job in Westfield, MA
We are seeking an experienced Plant Controller to lead the accounting and FP&A functions for one of our largest manufacturing sites ($100M+ revenue). This role partners closely with plant leadership to drive financial excellence, support strategic operational initiatives, and provide strong financial guidance. The Plant Controller will oversee all aspects of financial operations, including close processes, general ledger management, cost accounting, budgeting, material margin improvement, and key analytical projects.
Essential Duties and Tasks
Responsible for developing financial policies, practices and procedures that have significant impact on the site.
Consistently analyze financial data and present financial reports in an accurate and timely manner; clearly communicate site level and consolidated monthly, quarterly, and annual financial statements; monitor progress and changes and keep senior leadership abreast of financial status.
Work with site leadership to drive financial excellence within the site and provide accounting and FP&A support to the site at all levels.
Align department strategy with organizational goals.
Provide leadership in strengthening internal communications around financial goals at all levels throughout the site.
Assist the plant manager in managing inventory working capital and driving continuous improvements in this area.
Oversee & prepare monthly/quarterly consolidated supplemental detail in support of monthly financial reports including ad hoc reports and analyses of division finances that facilitate decision making.
Coordinate all audit activity.
All other duties as assigned.
Qualifications, Education, and Experience
Bachelor's degree in either Accounting or Finance.
Minimum 10 years of experience in Financial Management in a manufacturing organization.
Proven and effective leadership and management skills.
Solid experience working in a manufacturing environment and working with plant leadership to drive financial excellence within the plant and in managing costs.
Solid experience managing reporting, budget development and analysis, the general ledger and coordinating audit activities.
Analytical thinking, ability to analyze financial data and prepare financial reports.
Excellent interpersonal skills.
Solid working knowledge of financial and accounting reporting systems and related manufacturing.
Experience using Microsoft Office Suite (Word, Excel, Power Point), Visio, Teams and Outlook.
Maintains strict confidentiality and protects privacy of confidential/sensitive information.
Exceptional time management and organization skills. Ability to manage multiple tasks and projects simultaneously establishing priorities to meet deadlines.
Ability to communicate effectively (verbal, written, and presentations) with executive leadership, staff, and internal and external clients.
Proactive; exercises sound judgment and decision making; able to identify problems and needs and develop solutions and/or options.
Self-confident, self-motivated polished professional who thrives in a challenging, fast-paced environment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Associate Analyst, SEM Operations
Finance analyst job in Norwalk, CT
This role is eligible for our hybrid work model: 2 days in-office
Associate Analyst, SEM Operations
We're a data-driven organization, which makes our performance marketing team the brains of our operation. On the cutting edge of customer and business analytics, they make sure all our decisions and innovations are based on the latest insights. We are constantly testing new and innovative campaign ideas beyond the typical engine best practices.
Why this job's a big deal:
As an Associate SEM Analyst, you'll play a key role in driving growth through paid search and performance marketing. You'll manage large-scale search campaigns across platforms like Google Ads and Microsoft Advertising, optimizing spend and performance through rigorous analysis and testing. Your work will directly impact customer acquisition, retention, and profitability-helping us stay competitive in a fast-paced, data-driven marketplace.
In this role you will get to:
Execute, monitor, and optimize SEM campaigns across Google, Bing, and other search platforms to achieve KPIs related to ROI, conversion rate, and cost efficiency.
Perform keyword research, audience segmentation, and bid strategy optimization to improve reach and quality of traffic.
Collaborate with data science and analytics teams to develop dashboards, reports, and performance models that track campaign performance and identify optimization opportunities.
Conduct A/B and multivariate tests to refine ad copy, landing pages, and bidding strategies.
Partner with creative, product, and analytics teams to ensure campaigns align with broader marketing and brand strategies.
Analyze competitor activity, market trends, and search landscape changes to inform ongoing campaign strategy.
Manage budgets, pacing, and forecasting to ensure spend is optimized and aligned with business goals.
Continuously explore and test automation and AI tools to drive scale and performance efficiency.
Who you are:
1-2 years of experience in SEM or performance marketing, ideally within an e-commerce, travel, or consumer-focused digital environment.
Strong knowledge of Google Ads, Microsoft Advertising, Google Analytics (GA4) Advanced proficiency in Excel/Google Sheets; experience with SQL
Experience with Python, or Tableau is a plus
Proven analytical and quantitative skills-comfortable using data to make decisions, measure results, and identify new opportunities.
Familiar with conversion tracking, attribution modeling, and campaign optimization techniques.
Strong attention to detail, with the ability to manage multiple campaigns and deadlines simultaneously.
Excellent communicator who can clearly present findings and recommendations to both technical and non-technical stakeholders.
Illustrated history of living the values necessary to Priceline: Customer, Innovation, Team, Accountability and Trust.
The Right Results, the Right Way is not just a motto at Priceline; it's a way of life. Unquestionable integrity and ethics is essential.
There are a variety of factors that go into determining a salary range, including but not limited to external market benchmark data, geographic location, and years of experience sought/required. In addition to a competitive base salary, certain roles may be eligible for an annual bonus and/or equity grant.
The salary range for this position is $70,000- $90,000 USD.
#LI-VM1
#LI-Hybrid
Who we are WE ARE PRICELINE.
Our success as one of the biggest players in online travel is all thanks to our incredible, dedicated team of talented employees. Priceliners are focused on being the best travel deal makers in the world, motivated by our passion to help everyone experience the moments that matter most in their lives. Whether it's a dream vacation, your cousin's graduation, or your best friend's wedding - we make travel affordable and accessible to our customers.
Our culture is unique and inspiring (that's what our employees tell us). We're a grown-up, startup. We deliver the excitement of a new venture, without the struggles and chaos that can come with a business that hasn't stabilized.
We're on the cutting edge of innovative technologies. We keep the customer at the center of all that we do. Our ability to meet their needs relies on the strength of a workforce as diverse as the customers we serve. We bring together employees from all walks of life and we are proud to provide the kind of inclusive environment that stimulates innovation, creativity and collaboration.
Priceline is part of the Booking Holdings, Inc. (Nasdaq: BKNG) family of companies, a highly profitable global online travel company with a market capitalization of over $80 billion. Our sister companies include Booking.com, BookingGo, Agoda, Kayak and OpenTable.
If you want to be part of something truly special, check us out!
Flexible work at Priceline
Priceline is following a hybrid working model, which includes two days onsite as determined by you and your manager (ideally selecting among Tuesday, Wednesday, or Thursday). On the remaining days, you can choose to be remote or in the office.
Inclusion is a Big Deal !
To be the best travel dealmakers in the world, we believe our team should reflect the broad range of customers and communities we serve. We are committed to cultivating a culture where all employees have the freedom to bring their individual perspectives, life experiences, and passion to work.
Priceline is a proud equal opportunity employer. We embrace and celebrate the unique lenses through which our employees see the world. We'd love for you to join us and help shape what makes our team extraordinary.
Applying for this position
We're excited that you are interested in a career with us. For all current employees, please use the internal portal to find jobs and apply.
External candidates are required to have an account before applying. When you click Apply, returning candidates can log in, or new candidates can quickly create an account to save/view applications.
Auto-ApplyInvestment Analyst
Finance analyst job in Norwalk, CT
The Investment Analyst will be part of the team overseeing DB pension assets on behalf of General Electric Pension Trust. The Candidate will serve as a key member of the Absolute Return team focusing on non-directional and diversifying strategies. The Candidate will primarily be responsible for qualitative and quantitative monitoring of an existing portfolio of hedge fund investments, as well as underwriting new investment opportunities.
Job Description
Responsibilities
* Act as a "generalist" on the team performing manager research and due diligence across a variety of hedge fund strategies.
* Analyze underlying manager performance and assess performance relative to benchmarks, peers, and stated objectives.
* Conduct regular one-on-one manager update meetings to monitor portfolio positioning, themes, and risk exposures.
* Lead initial due diligence on potential investment opportunities and present manager recommendations.
* Analyze overall portfolio performance and support prospective manager allocation changes.
Qualifications/Requirements
* A Bachelor's Degree or equivalent (4+) years of role related experience.
* 3-5 years of manager research experience with a background in alternative investments, preferably absolute return-oriented strategies.
* Strong understanding of the hedge fund industry and familiarity with various hedge fund strategies.
* Experience and demonstrated ability to quantitatively evaluate investment managers.
* Prioritizes attention to detail and holds strong written and verbal communication skills.
* Familiarity with corporate pension investing and portable alpha investment strategies.
* Ability to travel as required for initial and ongoing investment due diligence purposes.
* Proficient user of eVestment, Bloomberg, FactSet, TS Venn, and Arcana.
* Must be willing to work in-office in Norwalk, CT.
* Preference for CFA, CAIA, and/or FRM charterholders/candidates.
Additional Information
GE Aerospace offers a great work environment, professional development, challenging careers, and competitive compensation. GE Aerospace is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE Aerospace will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable).
Relocation Assistance Provided: No
Auto-ApplyManager of Financial Planning and Analysis
Finance analyst job in Springfield, MA
The Center for Human Development, (CHD) is seeking a Manager of Financial Planning and Analysis to join CHD's Fiscal team. This is an on-site role, located in the Springfield, MA area with travel to MA and CT offices monthly as needed. This role will directly supervise the Financial Analyst team.
The role of the Financial Analyst:
The work of the analyst is to help assure financial success for the programs they are assigned as part of an overall effort to ensure the financial success of CHD. The analyst is a partner to the program leadership, helping to guide the program through various fiscal events including: budgeting, contract negotiations and management, variance tracking, forecasting.
Key Functions of the role include, but are not limited to,
Relationship Management - the analyst provides exceptional customer service to both internal program leadership and staff, as well as works closely to develop strong relationships with funding source contacts. The ability to show value to their customers is critical to the ongoing efforts of ensuring the analyst function is supported by the organization.
Decision Support - the analyst is viewed as a financial consultant for the program leadership. Through the use of many tools, the analyst helps to review the history of transactions and works with the program leadership to project forward from a financial perspective. This requires the analyst to be meeting on a regular basis with the program team to be sure they understand how the program works, key decision points, key metrics and impact on financial outcomes.
Forecasting/Contract Management - the analyst works with the funding sources to ensure we have contracts in place that support the programs and their key deliverables to our clients. In conjunction with the accounting team, the analyst helps to ensure proper spending of contracts and monitors amounts to ensure there is capacity within the contract to meet the programs' needs. The analyst helps to develop and manage the budget for cost reimbursement contracts and helps to amend as needed throughout the contract period. The analyst works closely with the program leadership to ensure proper spending/billing and uses various tools to forecast financials based on historical results to determine potential year end/contract-end outcomes.
Budget Management - the analyst supports the program leadership in the development of the fiscal year budget as well as budgets for contract submissions and new business opportunities. The analyst provides budgeting templates/projections to the program leadership for their ultimate determination of the budget financials, which the analyst reviews to help ensure the budget is reasonable and obtainable.
Manager Role
The manager will supervise the team and ensure all day to day, monthly and annual financial review tasks are completed for each program area by each analyst. The manager will also have direct oversite of some program areas. Tasks include budgeting, contracting, monthly financial review management, reporting (program and company level), annual reports to funders, etc. The manager will also work closely with our VP and Chiefs as needed to ensure strong relationships are in place.
Requirements:
3-5 years of management experience
5 plus years of Financial Management experience, specifically with preparing financial analysis, reporting and projections and in developing budgets, preferably in a non-profit or health care environment.
Proven experience with leading through issues and providing data to support programs to be successful
Strong comfort with technology, including advanced Excel capabilities (formulas, pivot tables, charts)
Budget management experience
Contract management experience
Bachelor's degree in business, finance or management
Valid driver's license
Ability to pass a CORI
Success Factors:
Team Player, Detailed Orientated, Self-Starter, Goal Driven; if these words describe you, then a career at CHD may be in your future. Successful staff also have excellent written and verbal communication skills, as well as the ability to work with computers.
Take advantage of a competitive compensation package. Salary Range is $95,000 to $100,000 based on experience. Salary is complimented with phenomenal benefit package that includes, Dental, Health and Life insurance. Paid time off, earned vacation time and paid holidays just to name a few.
At Center for Human Development, Care Finds a Way:
The Center for Human Development (CHD) provides a broad range of high quality, community-oriented human services dedicated to promoting, enhancing, and protecting the dignity and welfare of people in need. At CHD we are celebrating differences, inclusion is not just a policy- it is a daily practice. Multicultural, multilingual, and fluent in sign language, CHD is a reflection of those we serve.
Connect with our team today!
If this sounds like the right job for you, do not wait - apply today to join our team. We look forward to hearing from you!
Analyst/Senior Analyst, Investment Performance
Finance analyst job in Hartford, CT
Conning is a leading global investment management firm with a long history of serving the insurance industry.
We develop customized investment strategies that address our clients' unique objectives, requirements and tolerance for risk. We develop solutions by leveraging Conning's risk management tools and utilizing a highly disciplined investment process that relies on fundamental analysis.
In this role the Analyst will prepare, analyze, and deliver portfolio risk and performance reports from various portfolio risk and performance measurement and attribution systems to provide portfolio insight. Perform data validation and exception processing. Provide support to users of these reports across investment management, marketing groups, and clients.
Essential Responsibilities
Prepare monthly and quarterly client performance presentations. Support ad-hoc reporting requests.
Perform calculations, analysis, and research to support performance measurement, risk, and portfolio management.
Monitor performance data workflow, processes, and systems. Identify ways to maintain accuracy, reduce risk and improve efficiency.
Identify, research, and resolve investment performance and performance attribution data anomalies, system issues.
Support sales and marketing with performance for RFPs, presentations, consultant databases and due diligence questionnaires.
Ensure Global Investment Performance Standards (GIPS ) policies and procedures are followed. Assist with the annual GIPS verification.
Support global investment initiatives through participation in projects, development and implementation of new initiatives, process reviews and/or system enhancements.
Requirements
Bachelor's degree, or equivalent, in accounting, finance, economics or business.
Demonstrate understanding of investment asset types such as Fixed Income instruments, Derivative Instruments and Equities.
Strong analytical skills and the ability to apply those to systems (SQL, Visual Basic, Excel).
Solid interpersonal, partnership and relationship building skills.
Must be precise, thorough and detail oriented.
Ability to work in a fast-paced environment.
Preferred Requirements
Prior investment performance, analytics and/or GIPS experience.
Candidates who are actively pursuing or have CIPM, CFA, MBA etc.
Experience with industry tools such as BISAM B-One, SimCorp Dimension, Bloomberg/PORT, and/or similar performance/invest
Conning is an equal opportunity employer. Our company embraces the principles of inclusion; our employees can bring the best version of themselves to work every day. We thrive in an environment where everyone's voice is heard, every idea counts, and the differences of our employees are valued. We provide reasonable accommodations to those who need them.
If you are unable to complete this application due to a disability, contact us to ask for an accommodation or an alternative application process.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.
Applicants must exhibit a strong commitment to meet compliance obligations reflecting Conning's core values of honesty and integrity; must accept responsibility for compliance in each role and comply with all applicable rules, regulations, and legal requirements.
Auto-ApplyFinancial Planning and Analysis (FP&A) Analyst
Finance analyst job in New Canaan, CT
The Financial Planning & Analysis (FP&A) Analyst plays a critical role in driving financial insight and strategic decision-making across the Bank. Reporting to the Director of FP&A, this position is responsible for delivering accurate, timely, and actionable financial analysis, forecasts, and performance metrics. The Analyst will collaborate cross-functionally to support planning, reporting, and process improvement initiatives that enhance financial transparency and operational efficiency.
Key Responsibilities
Assist with the Bank's annual budgeting and strategic planning processes, ensuring alignment with organizational goals.
Develop and maintain detailed financial models and forecasts, with a strong emphasis on expense management and trend analysis.
Prepare and analyze monthly, quarterly, and annual financial reports for senior leadership, highlighting key variances and business drivers.
Support executive-level presentations, including materials for Board of Directors meetings and investor communications.
Design and implement standardized reporting packages to streamline financial insights across departments.
Identify and execute opportunities to simplify, automate, and enhance existing finance processes and tools.
Ensure accuracy and compliance in financial schedules and analyses as part of the Company's ICFR/SOX control framework.
Serve as a subject matter expert in budgeting and planning tools, providing guidance and training as needed.
Foster strong partnerships across departments to promote collaboration and a shared understanding of financial performance.
Contribute to ad hoc analysis and special projects, supporting strategic initiatives and business case development.
Requirements
Qualifications
2-3 years of relevant experience in financial planning, analysis, or corporate finance; banking or financial services experience preferred.
Advanced proficiency in Microsoft Excel, including complex formulas (e.g., VLOOKUP, SUMIFS, IF/AND/OR), pivot tables, and data visualization.
Strong working knowledge of PowerPoint for executive-level presentations.
Exceptional analytical, problem-solving, and decision-making skills.
Clear and effective communication skills, both written and verbal.
Proven ability to build relationships and influence stakeholders at all levels.
High level of integrity, professionalism, and attention to detail.
Education & Technical Skills
Bachelor's degree in Finance, Accounting, Business, or a related field.
Familiarity with Windows-based systems and financial planning software/tools.
Experience with budgeting platforms or ERP systems is a plus.
New Canaan - In Office
Salary Description $90,000 - $105,000
Financial Business Analyst
Finance analyst job in Wilton, CT
Introduction
Are you eager to improve cost control in the dynamic world of a Corporate Real Estate department? Do you love to apply financial data to do analysis and to improve Management reporting? And are you as Business Analyst / Financial Expert the front runner in collecting data to apply data analytics? Then we're looking for you !
Job Description
The Business Analyst is part of the Regional Management Team and supports CRE Management, Project Managers, Contract Managers and Cost Center owners for CAPEX and OPEX related activities. Provide clear and correct CRE information and challenge to improve in close collaboration with Finance.
ASML US brings together the most creative minds in science and technology to develop lithography machines that are key to producing faster, cheaper, more energy-efficient microchips. We design, develop, integrate, market and service these advanced machines, which enable our customers - the world's leading chipmakers - to reduce the size and increase the functionality of their microchips, which in turn leads to smaller, more powerful consumer electronics. Our headquarters are in Veldhoven, the Netherlands, and we have 18 office locations around the United States including main offices in Chandler, Arizona, San Jose and San Diego, California, Wilton, Connecticut, and Hillsboro, Oregon.
Are you eager to improve cost control in the dynamic world of a Corporate Real Estate department? Do you love to apply financial data to do analysis and to improve Management reporting? And are you as Business Analyst/Financial Expert the front runner in collecting data to apply data analytics? Then we're looking for you!
Role and responsibilities
Participate in development Capex Portfolio management and Site Master Plan
Connect CapEx to Site Master Plan and translate to OpEx development (e.g. in-use date / asset lifetime)
Provide, organize and execute financial information per cost driver: contract, supplier, seater, sqm, cost per machine and building
Analyze consequences to costs by operational metrics (sqm / seaters / plan adjustments / nature of costs --> office/warehouse/industrial)
Discuss, develop and prepare initial requested TAP/LTFP with Regional Manager before submission
Advise Contract Managers, Project Managers and Region Managers in (financial) questions (e.g. budget coding in PR/PO; PO run rate)
Conduct Monthly and Quarterly Review meetings (MBR/QBR) on cost with main suppliers and with suppliers of new constructions > $2M
Monitor, review and challenge contracts of hard, soft and other services
Analyze and review Capex projects including financials (e.g. run rate vs CAAR) and invoicing date expectations resulting in quality Latest Estimates
Answer CRE-user questions on OpEx / CapEx performance and dashboard
Monthly actuals variance analysis (e.g. invoice vs accrual per PO; validity check open PO's; extrapolation YTD vs LE)
Monthly forecasting and analysis based on cost drivers
Execute and present in MOR meeting for CRE management and Finance and ensure follow-up
Support and challenge Project Manager with preparation of governance meeting larger projects > $5M
Prepare financial REDM slides, including Business Case preparation
Provide financial analysis for Capex Board meeting, incl Risks & Opportunities
Define and implement financial process for Integrated Facility Management (IFM)
Adhere standardization for WW CRE way-of-working
Find alignment with OpEx / CapEx improvement process for WW tooling
Education and Experience
Bachelor's degrees is required; Master's degree is a plus, with at least 3 years of experience.
At least 5 years of experience with financial numbers and focus on OPEX and CAPEX cost accounting.
Experience with SAP is preferred.
Knowledge and experience with excel is a must.
Affinity with tooling and reporting of trends and analyses for costs.
Able to challenge the business to focus on cost control.
Experience in working for a global oriented company.
Skills
Working at the cutting edge of tech, you'll always have new challenges and new problems to solve - and working together is the only way to do that. You won't work in a silo. Instead, you'll be part of a creative, dynamic work environment where you'll collaborate with supportive colleagues. There is always space for creative and unique points of view. You'll have the flexibility and trust to choose how best to tackle tasks and solve problems.
To thrive in this job, you'll need the following skills:
Ensures Accountability
Manages Complexity
Drives Results
Plans and Aligns
Business Insight
Pro-active personality who can deal with resistance
Commitment to excellence
Excellent analytics skills
Pro-active and hands-on attitude
Motivated and enthusiastic team player
Need to know more about applying for a job at ASML? Read our frequently asked questions.
Additional Responsibilities:
There is potential for exposure to strong magnetic fields, high voltage and currents.
Inclusion and diversity
ASML is an Equal Opportunity Employer that values and respects the importance of a diverse and inclusive workforce. It is the policy of the company to recruit, hire, train and promote persons in all job titles without regard to race, color, religion, sex, age, national origin, veteran status, disability, sexual orientation, or gender identity. We recognize that inclusion and diversity is a driving force in the success of our company.
Need to know more about applying for a job at ASML? Read our frequently asked questions.
Request an Accommodation
ASML provides reasonable accommodations to applicants for ASML employment and ASML employees with disabilities. An accommodation is a change in work rules, facilities, or conditions which enable an individual with a disability to apply for a job, perform the essential functions of a job, and/or enjoy equal access to the benefits and privileges of employment. If you are in need of an accommodation to complete an application, participate in an interview, or otherwise participate in the employee pre-selection process, please send an email to USHR_Accommodation@asml.com to initiate the company's reasonable accommodation process.
Please note: This email address is solely intended to provide a method for applicants to initiate ASML's process to request accommodation(s). Any recruitment questions should be directed to the designated Talent Acquisition member for the position.
Auto-ApplyFinancial Clearance Analyst Part Time 32 hours
Finance analyst job in Bristol, CT
Job Details BHI Valley St - Bristol, CT Part Time High School 1st Shift (Days) Description
At Bristol Health, we begin each day caring today for your tomorrow. We have been an integral part of our community for the past 100 years. We are dedicated to providing the best possible care and service to our patients, residents and families. We are committed to provide compassionate, quality care at all times and to uphold our values of Communication, Accountability, Respect and Empathy (C.A.R.E.). We are Magnet and received the 2020 Press Ganey Leading Innovator award for our rapid adoption and implementation of healthcare solutions during the COVID-19 pandemic. Use your expertise, compassion, and kindness to transform the patient experience. Make a difference. Make Bristol Health your choice.
JOB SUMMARY:
Under the direction of the Manager of Pre-Service and Financial Clearance, the Financial Clearance Analyst is responsible for the financial clearance of scheduled patient authorizations, including insurance verification, and validation of medical necessity for services. Works in coordination with
provider practices and hospital departments to ensure all scheduled services are reviewed for required authorizations and cleared in advance. The Financial Clearance Analyst will also work other revenue cycle teams to ensure proper billing requirements are met and denials are proactively addressed.
ESSENTIAL JOB FUNCTIONS:
Handle authorization process and obtain pre-certification approvals prior to service.
Submit pre-authorization requests and follow up with payer to ensure timely approvals
Maintain accurate records and reports of pre-certifications request, approvals, and denials
Work assigned worklists and submit authorization information according to payer requirements
Follow up on authorization requests and coordinate with practices and departments according to established policies
Collaborate with revenue cycle team and participate in monthly meetings to review payment and denial trends
Coordinate with provider practices and hospital departments to ensure timely scheduling of patient procedures
Respond to patient and insurance inquiries and provide Good Faith Estimates when required
Perform post service reconciliations and denial follow up tasks
Act as a back-up to the Financial Counselor team, supporting Notice of Admission and Financial
Assistance activities Adhere to applicable policies and procedures, including HIPAA compliance, and state and federal regulations
Other duties as assigned
Qualifications
KNOWLEDGE / SKILLS / ABILITIES:
Ability to ensure quality and integrity of assigned tasks and meet given productivity standards
Possess a patient-centric approach to answer questions and provide information in a professional manner
Demonstrate teamwork, cooperation and collaboration within and outside the team
Skill in effective oral, written, and interpersonal communication
Skill in problem-solving in a variety of settings and translation of data into actionable steps
Ability to read, understand, interpret, and analyze payer requirements
Ability to work independently and take initiative
Excellent customer service and communication as well as interpersonal, organizational and analytical skills
Demonstrate initiative and ability to multi-task while working independently
Strong organizational skills and systems aptitude
REQUIRED EDUCATION / EXPERIENCE:
A Bachelor's degree and a minimum of (1) year of revenue cycle experience or Associates degree and a minimum of (2) years of patient access, financial clearance or financial counselor experience or High School Diploma and a minimum of (5) years of patient access, financial clearance or financial counselor experience
Experience with payer portals and requirements preferred
Familiarity with medical and insurance terminology
Knowledge of payer contracts, regulations and guidelines as well as State and Federal laws relating to billing, collections, and patient access procedures
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
Junior Analyst, Investor Services
Finance analyst job in Norwalk, CT
Graham Capital Management, L.P. ("Graham") is an alternative investment manager founded in 1994 by Kenneth G. Tropin. Specializing in discretionary and quantitative macro strategies, Graham is dedicated to delivering strong, uncorrelated returns across a wide range of market environments. As one of the industry's longest-standing global macro and trend-following managers, Graham remains committed to innovation, evolving its strategies through a robust investment, technology, and operational infrastructure. Graham harnesses the synergies between its discretionary and quantitative trading businesses to offer a broad suite of complementary alpha strategies, each built on the principles of thoughtful portfolio construction, active risk management, and diversification by design. Graham invests significant proprietary capital alongside its clients - including global institutions, endowments, foundations, family offices, sovereign wealth funds, investment management advisors, and qualified individual investors - reinforcing alignment of interests across all strategies.
The foundation of Graham's sustainability and success is the experience and contributions of its people. The firm seeks to cultivate talent, encourage the diversity of ideas, and respect the contributions of all. In turn, each employee shares in the responsibility of strengthening those around them.
Description
Graham Capital Management, L.P. is seeking an early career professional to join the firm's Investor Services team as a Junior Analyst. This individual will support client reporting, marketing campaigns, CRM and distribution list management, event preparation, and other client service initiatives. This is an excellent opportunity for someone who is detail-oriented, data-driven, and eager to gain experience in hedge fund investor relations and marketing.
The ideal candidate has exposure to CRM systems, marketing operations, or content creation and is looking to build a career at the intersection of finance, marketing, and client service. Excel skills and comfort working with data are essential. Experience with marketing analytics, data visualization, or digital content tools is a plus but not required.
Responsibilities
Support the execution of marketing initiatives, including email campaigns, content distribution, and website updates.
Maintain and update CRM records, contact lists, and distribution groups to ensure accurate and compliant client communications.
Assist in the production and distribution of monthly, quarterly, and ad hoc investor reports and communications.
Track and analyze marketing engagement metrics, website traffic, and client interaction data to inform content and campaign effectiveness.
Assist with the coordination of investor meetings, industry events, conferences, and roadshows.
Collaborate with investment, compliance, operations, and the broader investor relations team to ensure consistency and accuracy in client-facing materials.
Support content creation efforts including presentations, factsheets, videos, or thought leadership campaigns.
Develop firm, product, and industry knowledge to support cross-functional areas of the Investor Relations team, including sales, marketing, client service, and operational efforts.
Update and maintain product and firm data across various industry databases.
Assist with ad hoc client requests and serve as point of contact for investor inquiries and requests.
Requirements
Bachelor's degree.
1-3 years of professional experience in financial services, marketing operations, client service, or investor relations.
Excel and data manipulation skills.
Strong attention to detail, organizational skills, and ability to manage multiple projects under tight deadlines.
Excellent communication skills.
Familiarity with digital content platforms (e.g., Canva, Adobe, WordPress), marketing analytics tools, social media campaign management, data visualization, productivity tools, and/or CRM systems are a plus but not required.
Series 3 will be required after joining.
This role requires commuting into our Rowayton CT office Mondays through Fridays.
Base Salary Range
The anticipated base salary range for this position is $75,000 to $100,000. The anticipated range is based on information as of the time this post was generated and does not include any discretionary bonus or benefits (see eligibility below). The applicable annual salary or hourly rate paid to a successful applicant will be determined based on multiple factors, including without limitation the nature and extent of prior experience, skills, and qualifications. This wage range may be modified in the future.
In addition, the employee who fills this role will be eligible for a discretionary annual bonus, as well as a wide array of benefit programs, such as medical and life insurance, 401(K) plans, and access to other healthcare programs.
Notes:
No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, benefits, or any other form of compensation that a particular employee may be eligible for remains in the Company's sole discretion unless and until paid and may be modified at Graham's sole discretion, consistent with the law.
Graham is committed to providing equal employment opportunity to all employees and applicants for employment without regard to their race, color, religious creed, gender, age, national origin, ancestry, alienage, citizenship status, handicap, disability, marital status, sexual orientation, gender identity, pregnancy, childbirth or other related conditions, military status, genetic information, or any other personal characteristics protected by applicable law. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, layoff, termination, transfer, leave of absence and compensation.
Auto-ApplyFinancial Analyst (5)
Finance analyst job in Milford, CT
The Brand
WÜSTHOF has one mission since its beginning in 1814: crafting the finest knives that last for generations. Founded in Solingen, Germany, known for centuries as the "City of Blades," the brand is owned by the seventh generation of the WÜSTHOF family. In their state-of-the-art manufacturing facility, the company creates a variety of knife collections and cooking utensils. WÜSTHOF is appreciated for its art of crafting; it takes over forty manufacturing steps to make a WÜSTHOF knife, with many made by hand, using traditional skills and techniques. Forged knives from the famous CLASSIC Collection have become the symbol of WÜSTHOF and are a lifelong companion for chefs all over the world. With over 350+ employees in North America and Europe, the brand is available at leading culinary retailers worldwide.
Position Overview
The Business Analyst, Systems will be responsible for looking for ways to improve how the businesses is using technology and to help them operate more efficiently. In this role, you will research the company's needs and possible solutions and help to develop an effective system solution in alignment with our global IT team infrastructure and resources. This role is part of the global team and is based in Milford, Connecticut. As the Business Analyst, Systems Analyst you will be responsible for identifying the business change needs and recommending solutions in a way all stakeholders understand. They will also schedule activities to resolve application problems in a timely and accurate fashion. This role will focus on the technical maintenance and support for the business.
Job requirements
Key Responsibilities & Duties
Provide operational and overall business technical support
Critical thinking skills to evaluate and problem solve technical issues
Test technology solutions
Provide input on IT expenses & budgets
Vendor management
Qualifications & Skills:
Bachelor's Degree in a technology-focused major; PMP or similar certification a plus.
Minimum of 5 years of relevant experience with ERP application support and business relationship management.
Retail technology experience ideally with experience with:
o ERP experience - specifically support Operations Warehouse, SCM and Finance
o Business Warehouse / Reporting (QlikView, PowerBI)
o Retail compliance and regulations (like PCIDSS and CCPA)
Basic working knowledge of IT Infrastructure (client, data center, cloud, network, telecom, security)
Office 365 skills
Strong interpersonal, problem solving, analytical, and troubleshooting skills
Ability to work independently with minimal supervision and resolve support calls from start to finish
Excellent organizational and documentation skills
Ability to collaborate cross-functionally across a global organization as well as part of a team
Note: no sponsorship or consulting arrangements
WÜSTHOF is an equal opportunity employer and we are committed to creating a diverse team. We will consider all qualified applicants regardless of age, race, color, religion, gender, gender, gender, gender identity or expression, sexual orientation, national origin, disability, genetics, or veteran status.
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Local to Rocky Hill, CT_Finance Analyst(Jr. Role)
Finance analyst job in Rocky Hill, CT
360 IT Professionals is a Software Development Company based in Fremont, California that offers complete technology services in Mobile development, Web development, Cloud computing and IT staffing. Merging Information Technology skills in all its services and operations, the company caters to its globally positioned clients by providing dynamic feasible IT solutions. 360 IT Professionals work along with its clients to deliver high-performance results, based exclusively on the one of a kind requirement.
Our services are vast and we produce software and web products. We specialize in Mobile development, i.e. iPhone and Android apps. We use Objective C and Swift programming languages to create native applications for iPhone, whereas we use Android Code to develop native applications for Android devices. To create applications that work on cross-platforms, we use a number of frameworks such as Titanium, PhoneGap and JQuery mobile.
Furthermore, we build web products and offer services such as web designing, layouts, responsive designing, graphic designing, web application development using frameworks based on model view controller architecture and content management system. Our services also extend to the domain of Cloud Computing, where we provide Salesforce CRM to effectively manage one's business and ease out all the operations by giving an easy platform. Apart from this, we also provide IT Staffing services that can help your organization to a great extent as you can hire highly skilled personnel's through us.
We make sure that we deliver performance driven products that are optimally developed as per your organization's needs. Take a shot at us for your IT requirements and experience a radical change.
Job Description
We are looking to fill a position for Financial Analyst in Rocky Hill CT.
Conduct analyses of various financial factors and financial databases of internal customer data. Interpret results, present findings and recommendations to direct supervisor. Ability to develop ad hoc processes to address efficiency gains, and translate into repeatable procedures; Interface with a local , Manila and to explain the methodology and results of the analyses, Documentation and validation of results and processes related to the analyses.
Qualifications
A Bachelor's Degree in finance is required, (or in technology, business or equivalent can be considered as well). experience in financial operations is a plus.
Experience with financial analysis or analytical tools, high level Office knowledge (excel) is required, project management and very good communication, analytical and organizational skills are plus
Additional Information
Local candidates are acceptable for this position.
Financial Analyst
Finance analyst job in Enfield, CT
Please note - Sponsorship or transfer of sponsorship, including OPT/F1 Visas, is not available for this role. About us: For over three decades, Cirtec Medical has been a leading provider of manufacturing solutions for complex Class II and III medical devices. We specialize in providing comprehensive services from design and development to manufacturing and finished device assembly. Our expertise spans active implants and neuromodulation, interventional cardiology, structural heart, minimally invasive surgical systems, smart orthopedics, and precision components.
Our dedicated teams prioritize growth, innovation, and collaboration. We actively seek opportunities for improvement to enhance our support for clients. If you embrace a growth mindset and thrive on challenge, you may be a perfect fit for our team!
Position Summary:
The Financial Analyst will be a strategic thought and business partner. The successful candidate will be a hands-on, participative manager. The Financial Analyst will participate in the development of a long-term operations strategy for the manufacturing plant and will drive execution of the key elements. He/she will create, monitor, and drive the achievement of financial operational metrics across all functional areas. The Financial Analyst is a critical participant in all significant decisions within the functional area, facilitating strong analysis and problem solving, as required. The Financial Analyst is expected to drive execution of key business initiatives and outcomes. It is expected that the Financial Analyst will drive process improvements through a variety of projects and initiatives that will result in superior financial performance.
Key Responsibilities:
* Develop robust processes and reporting with clarity around operational activity in the month that drove the financial results.
* Own and drive the redevelopment of the standard cost process including leading the effort on labor rates, routings, and material cost through the annual standard cost roll.
* Works well with Finance peers at other sites to share best practices and help drive change, process improvements, and nimbleness.
* Enhance and/or develop reporting metrics and tools for the daily, weekly, monthly, and quarterly reporting of plant performance. Drive delivery of the financial commitments made by the Operations team.
* Ensure delivery of savings targets related to the companys key capital investments.
* Ensure that new capital investments and sourcing decisions are supported with sound financial analyses.
* Develop tools that can be leveraged going forward for future projects.
Must Have:
* Minimum of a Bachelors degree in Accounting, Finance, or similar
* A seasoned financial and manufacturing operations professional with at least 7 years of related business experience and a progressive career path in an industrial manufacturing environment, preferably in contract manufacturing and machining / molding operations
* Strong experience driving key metrics, reporting, and anticipating key issues based on forecasts, manufacturing capacity, and partnering with the Operations leadership (Plant Manager) to mitigate risk.
* Honed analytical and problem-solving skills. A strong propensity to action and problem solving through sound judgement, proactivity, and efficient organization.
* Ability to communicate analyses and performance metrics in a clear, simple and compelling manner. Strong influencer with a demonstrated successful track record for highlighting areas of opportunity and partnering with the General Manager on measurable action plans.
* Well-developed cost/managerial accounting skills, including standard cost and project cost accounting. Ability to overhaul existing standard cost system.
* Strong sensitivity to the voice of the customer, both internal and external.
* Understand how to apply Operational Excellence and Lean tools to manage a business more effectively.
* Possess strong communication skills and a personable, engaging management style.
* Have provided documented business and organizational change leadership and, ideally, have been successful doing so in more than one company.
* Strong understanding of BOMs, Routing and variances and how they interact with the ERP system. Along with the ability to communicate issues and how they should be fixed.
Anticipated salary range: $80,000-$120,000/year depending on qualifications and experience.
Cirtec Medical Corporation considers everyone for employment and hires qualified candidates without regard to age, race, religion, color, sex, sexual orientation, gender identity, national origin, ancestry, protected veteran or disability status or any factor prohibited by law. Cirtec Medical Corporation and all its related companies fully endorse equal opportunity. Cirtec Medical provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in the job application process.
We work to create a culture that is built on innovation, respect, transparency and communication, and hope you take pride in being a member of our team. It is Cirtecs goal to create an enjoyable work environment and to keep the company a great place to work. We offer a wide range of benefits, resources, and competitive compensation plans designed to support you at every stage of your career and life. Our benefits include training and career development, healthcare and well-being programs including medical, dental, vision, wellness and occupational health programs, Paid Time Off and 401(k) retirement savings with a company match.
Manufacturing Financial Analyst
Finance analyst job in Bethany, CT
Are you looking for a new challenge? Passionate about innovation? Want to work for a global company that values integrity, teamwork, and loyalty?
At LATICRETE International, we aim to be the leading construction brand trusted globally for high-performance tile and stone installation systems and building finishing solutions. We've been in business for over 65 years, family-owned for three generations, and can be found in over 100 countries.
The Hartford Business Journal even named us one of Connecticut's top family-owned companies in 2017!
We don't just make innovative, industry-leading products. Our purpose is to improve the built world and the lives of those who build it. We strive to connect with, engage with and improve the lives of our employees, our customers, our partners, and the global communities in which we operate.
We are seeking passionate and ambitious employees who want to make a difference not just within our organization, but within their communities, our industry, and the world. If that sounds like you, then what are you waiting for? Join the family and expand your horizons!
Just some of our benefits:
Medical
Dental
Vision
401k
Tuition reimbursement
13 paid holidays in addition to paid vacation and sick time
Flexible spending
Life Insurance, AD&D and Supplemental Insurance
POSITION SUMMARY
The Manufacturing Finance Analyst plays a pivotal role in driving financial excellence within the manufacturing operations of our organization. This role supports decision-making by providing accurate financial analysis, insights, and reporting to enhance operational efficiency, control costs, and achieve strategic objectives.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Additional duties and responsibilities may be assigned, as necessary.
Financial Analysis & Reporting - 50%
Prepare, analyze, and present financial performance reports for manufacturing operations, including cost analysis, variance analysis, and profitability studies.
Monitor and track manufacturing budgets, ensuring alignment with corporate goals.
Develop and maintain dashboards and key performance indicators (KPIs) to support real-time decision-making.
Cost Management & Optimization - 25%
Analyze production costs, identify cost-saving opportunities, and work with operations teams to implement process improvements.
Evaluate and report on inventory levels, material costs, and labor efficiency.
Support standard costing processes and provide insights on variances to forecast and plan.
Forecasting & Budgeting - 13%
Assist in the preparation of annual budgets and periodic financial forecasts for the manufacturing division.
Collaborate with cross-functional teams to ensure accurate projections of production volumes, costs, and revenues.
Cross-Functional Collaboration - 12%
Partner with plant managers, supply chain teams, and other stakeholders to provide financial insights that drive operational improvements.
Serve as a key resource in financial training for manufacturing teams to improve financial literacy across the organization.
REQUIRED SKILLS & QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and Experience:
Bachelor's degree in Finance, Accounting, or related field (MBA or CPA preferred).
6+ years of experience in financial analysis, preferably within a manufacturing or industrial setting.
Specialized Skills and Experience:
Strong proficiency in financial modeling and advanced Excel skills.
Experience with ERP systems (e.g., SAP, Oracle) and data visualization tools (e.g., Power BI, Tableau).
Solid understanding of cost accounting principles and practices.
Exceptional analytical and problem-solving skills.
Strong communication and interpersonal skills, with the ability to present complex data clearly.
Ability to work collaboratively in a fast-paced, dynamic environment.
High attention to detail and a proactive approach to identifying and addressing challenges.
Travel Requirement: 0%
Physical Requirements:
Lift: Must be able to lift and/or carry a minimum of 25 pounds.
Push/Pull: Must be able to push/pull 25 pounds.
Standing: Must be able to stand at least 25% of the day.
Sitting: Must be able to sit at least 75% of the day.
Auto-ApplyFinancial Analyst II
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.
College Financial Representative, Internship Program
Finance analyst job in New Haven, CT
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
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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
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$257 billion retail investment client assets held or managed by Northwestern Mutual
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Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
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Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
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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.
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As of June 30, 2023
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Combined client assets of NMIS and NMWMC as of June 30, 2023
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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.
Auto-ApplyLocal to Rocky Hill, CT_Finance Analyst(Jr. Role)
Finance analyst job in Rocky Hill, CT
360 IT Professionals is a Software Development Company based in Fremont, California that offers complete technology services in Mobile development, Web development, Cloud computing and IT staffing. Merging Information Technology skills in all its services and operations, the company caters to its globally positioned clients by providing dynamic feasible IT solutions. 360 IT Professionals work along with its clients to deliver high-performance results, based exclusively on the one of a kind requirement.
Our services are vast and we produce software and web products. We specialize in Mobile development, i.e. iPhone and Android apps. We use Objective C and Swift programming languages to create native applications for iPhone, whereas we use Android Code to develop native applications for Android devices. To create applications that work on cross-platforms, we use a number of frameworks such as Titanium, PhoneGap and JQuery mobile.
Furthermore, we build web products and offer services such as web designing, layouts, responsive designing, graphic designing, web application development using frameworks based on model view controller architecture and content management system. Our services also extend to the domain of Cloud Computing, where we provide Salesforce CRM to effectively manage one's business and ease out all the operations by giving an easy platform. Apart from this, we also provide IT Staffing services that can help your organization to a great extent as you can hire highly skilled personnel's through us.
We make sure that we deliver performance driven products that are optimally developed as per your organization's needs. Take a shot at us for your IT requirements and experience a radical change.
Job Description
We are looking to fill a position for Financial Analyst in Rocky Hill CT.
Conduct analyses of various financial factors and financial databases of internal customer data. Interpret results, present findings and recommendations to direct supervisor. Ability to develop ad hoc processes to address efficiency gains, and translate into repeatable procedures; Interface with a local , Manila and to explain the methodology and results of the analyses, Documentation and validation of results and processes related to the analyses.
Qualifications
A Bachelor's Degree in finance is required, (or in technology, business or equivalent can be considered as well). experience in financial operations is a plus.
Experience with financial analysis or analytical tools, high level Office knowledge (excel) is required, project management and very good communication, analytical and organizational skills are plus
Additional Information
Local candidates are acceptable for this position.