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.
Controller
Finance analyst job in Melville, NY
About Us
Handsome Homebuyer is one of Long Island's fastest-growing real estate investment companies, specializing in purchasing, renovating, and selling homes. We operate at a high volume and are seeking a detail-oriented, experienced Controller to support and enhance our continued growth.
About the Role
The Controller will report directly to the Director of Finance and will support financial reporting, project-based accounting, AR/AP management, budgeting, and forecasting. This role is ideal for someone with real estate or construction accounting experience who can streamline financial processes and maintain accuracy across multiple divisions.
Responsibilities
Oversee the full accounting cycle, including AR/AP, payroll, month-end close, general ledger, and financial statement preparation.
Manage cash flow, bank reconciliations, credit lines, budgeting, and forecasting.
Lead job costing and project-based accounting for renovation, new construction, and fix & flip projects.
Manage rental property financials, including rent collection, maintenance expenses, and escrow accounts.
Oversee vendor management, invoice processing, subcontractor billing accuracy, and AP workflows.
Maintain AR aging and drive timely collections, including rents, fees, and other receivables.
Ensure compliance with GAAP and regulatory requirements and coordinate with CPA firms for tax filings and audits.
Maintain complete and accurate financial documentation across all entities.
Improve and optimize accounting systems, workflows, and SOPs to support company scaling.
Required Skills & Qualifications
Bachelor's degree in Accounting, Finance, or related field or 5+ years of related experience
CPA Certification (active license required)
Advanced skills in Microsoft Office suite (Outlook, Excel, Word, PowerPoint, etc.)
Generally Accepted Accounting Principles (GAAP) knowledge
Strong written, verbal and collaboration skills
Benefits
Competitive salary and performance-based bonuses
Significant growth opportunities within a rapidly expanding real estate company
Collaborative, dynamic team environment
Medical, Dental, Vision, and additional Voluntary benefits
Generous Paid Time Off
Homebuyers program for employees
Compensation
$120,000-$140,000 annually, based on experience.
EEO Statement
Handsome Homebuyer is an Equal Opportunity Employer. We consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by federal, state, or local law.
Equity Analyst
Finance analyst job in Plainview, NY
Plainview, NY
About the Role
Looking for a chance to work with a team that's all about clear communication and keeping investors in the loop? In this role, you'll help put together presentations, keep our info up-to-date, and make sure everyone has what they need to make smart decisions. This is an excellent opportunity to join a large, growing company that can offer a true career path with professional development and upward mobility. This is a hybrid role, 3 days a week in the office, so they need local candidates. Salary range is $70-80K plus bonus and a very robust benefits package.
What You'll Do
Put together slides and materials for investor meetings
Double-check that all company info (inside and out) is accurate and current.
Dive into financial numbers, compare the company to others in the industry, and spot trends that matter.
Help write up reports and board materials that tell our story.
Keep an eye on what big investors are doing and share the highlights.
Pitch in with budget planning and help track how we're doing versus our forecasts.
Lend a hand with annual reports and materials for shareholder meetings.
Draft company news and press releases.
Jump in on other projects as they come up.
What They're Looking For
Bachelor's degree (required).
1-2 years working in finance, accounting, or investor relations-bonus points if you've worked with public companies or have a CPA.
Experience in real estate or equity research is a plus.
You're a pro with Excel and PowerPoint.
Great at writing, speaking, and connecting with people.
Super organized, detail-oriented, and able to juggle deadlines.
You care about getting things right and can explain complex stuff in a simple way.
If you would like to be considered for this or any other position posted by LHH, please email your resume to ******************* or you can visit our web site at *********** .
“Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://***********/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements”
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.
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
Investment 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-ApplyHead of FX Quantitative Strategy (USA)
Finance analyst job in Stamford, CT
We are looking for a senior FX professional to develop and lead a quantitative FX Strategy at Trexquant. In this role, you will be responsible for developing strategies and building out a team for researching, implementing, and trading profitable FX based strategies within our core product. Your work will integrate FX as an asset class in our proven quantitative processes and significantly expand our tradable universe, profitability, and competitive edge.
Responsibilities
* Identify data useful for building and backtesting proposed FX trading strategies then build pipelines to feed these datasets into our research and trading platforms.
* Work with the development team to improve accuracy, robustness, and speed of our platform in simulating and trading FX based strategies.
* Develop FX based trading strategies and partner with the executions team to optimize execution of strategies, harmonizing with existing investments and asset classes.
* Partner with the risk team to establish monitoring and controls for FX specific risk exposures as well as risk allocation among our incumbent strategies.
* Build out and lead the FX Strategy Team to continually add, enhance and monitor FX alphas for the ongoing profitability and scale of the team's strategies.
* Regularly present to senior management to collaborate and align quantitative FX research with overall trading and investment strategies.
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 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.
Financial 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.
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
Finance analyst job in New Haven, CT
Experience 10+ years of successfully managing and delivering on FP&A ( financial planning and analysis ) and reporting systems initiatives 5+ years of SAP experience Experience leading the design, build, and implementation of master data (MDM) solutions
Experience with FP&A planning tools such as Anaplan or Tagetik
Experience leading the design, build, and implementation of reporting solutions using SAP tool sets
Additional Information
Thanks & Regards
Praveen K. Paila
************
Financial Analyst Summer Intern 2026
Finance analyst job in Armonk, NY
**Introduction** AI, Hybrid Cloud, Quantum - IBM does more than just innovate and create these technologies; our purpose is to be the catalyst that makes the world better. We are helping all industries, from cybersecurity and supply chain to farming and the arts, to solve difficult problems through the power of technology.
Known as the "knowledge behind the numbers," Financial Analysts are considered to be trusted business advisors, working within IBM's business units and geographies, as well as in a myriad of specialized corporate functions. IBM's finance organization is instrumental in driving innovative improvements to global financial processes while providing measurable value to the business.
**Your role and responsibilities**
The IBM Finance Organization is responsible for driving enterprise performance and efficiency. We are the financial stewards of the enterprise delivering IBM's financial strategy with consistency, integrity and transparency.
We are currently seeking to fill summer intern positions for a range of functions such as accounting, tax, financial planning, pricing, business controls, treasury, business development and global financing.
Specific roles and responsibilities will vary by position, however, in each role, candidates will be assigned to highly visible projects and have the opportunity to interact with and learn from senior managers.
Are you eager to learn from others? Are you open to new ideas? Do you enjoy collaborating globally, using data analytics to provide actionable insights and have a passion to drive innovation? Then we ask you: are you ready to join the company that has become essential to the world, driven by that same passion?
Candidates must have the ability to work in the US without current or future need for sponsorship.
**Required technical and professional expertise**
* Enrolled in a Finance/Accounting or closely related degree program
* Excellent oral and written communication skills
* Strong background in Microsoft Excel
* Adept in technology and use of AI
* Proven Leadership
**Preferred technical and professional experience**
* Finance or Business Bachelor's Degree (Rising Senior preferred)
IBM is committed to creating a diverse environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, caste, genetics, pregnancy, disability, neurodivergence, age, veteran status, or other characteristics. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
Financial Analyst - Expense Oversight & Compliance
Finance analyst job in Harrison, NY
Focused on employment and labor law since 1958, Jackson Lewis P.C.'s 1,000+ attorneys located in major cities nationwide consistently identify and respond to new ways workplace law intersects business. We help employers develop proactive strategies, strong policies and business-oriented solutions to cultivate high-functioning workforces that are engaged and stable, and share our clients' goals to emphasize belonging and respect for the contributions of every employee.
The Firm is ranked in the First Tier nationally in the category of Labor and Employment Litigation, as well as in both Employment Law and Labor Law on behalf of Management, in the U.S. News - Best Lawyers “Best Law Firms”.
Job Summary (basic description)
A Financial Analyst within the Strategic Planning & Analysis team is expected to create, review, and analyze expense reporting to track office expenditures throughout the year ensuring alignment with the approved budget and compliance with Firm policy. The focus of the position is to create and analyze reports, ensure policy compliance, identify trends or outliers and work with leadership to refine policy as appropriate to manage Firm financials. This role will report into the Data Strategist.
Essential Functions
Demonstrate expertise in the Firm's financial cubes and systems and apply this knowledge to the support the development, execution, and improvement of financial reporting and analysis activities across the Firm
Define and develop new reports using our internal systems to monitor and track office expenses
Define and develop reporting that will highlight expense outliers/exceptions for review on a monthly basis.
Establish a process to ensure that monthly office expenses are in compliance with Firm expense policy
Assess office spend to identify trends across offices and make suggestions to leadership on spend categories to review and establish stronger guidelines around
Perform a monthly random sample audit of select employee expense reports to confirm compliance with firm policy
Support the efforts to meet business partner and internal stakeholder needs
Manage relationships with other business services areas and internal clients
Actively participate in multiple projects by completing and maintaining project documentation, managing project scope and timelines, determining daily priorities, and ensuring efficient and on time delivery of milestones
Identify process design changes - with a focus on quality improvement, data management, and compliance
Support the Strategic Planning & Analysis team with the Firm's yearly budget preparation
Qualifications/Skills Required
Between 2 - 4 years of experience
Financial data collection and analysis skills including managing large volumes of data while maintaining the integrity of the data
Highly organized and able to manage daily workload priorities and deliver quality results on time
Strong Excel skills are a must
Prior experience with Concur and Cognos reporting preferred
Ability to work both independently and collaboratively in a team environment
Possess a high degree of integrity and the ability to work with sensitive or confidential information
Proactively approach challenges with a problem-solving mentality
Have strong written and verbal communication skills.
Maintain a positive attitude and ability to be flexible with different projects/workload
Excellent organizational and interpersonal skills
Excellent reporting, time management, general math, analysis, and data management skills along with superior attention to detail
Ability to report research results accurately
Educational Requirements
BA/BS in accounting or finance.
For New York Metro area, the expected salary range for this position is between $33.50 hourly and $38.50 hourly. The actual compensation will be determined based on experience and other factors permitted by law.
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status or any other characteristics protected by law.
Auto-ApplyAssociate Analyst, Financial Planning & Analysis, 2026 Launch Program - Purchase, NY
Finance analyst job in Harrison, NY
**Our Purpose** _Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._
**Title and Summary**
Associate Analyst, Financial Planning & Analysis, 2026 Launch Program - Purchase, NY
Who is Mastercard?
We are the global technology company behind the world's fastest payments processing network. We are a vehicle for commerce, a connection to financial systems for the previously excluded, a technology innovation lab, and the home of Priceless . We ensure every employee has the opportunity to be a part of something bigger and to change lives. We believe as our company grows, so should you. We believe in connecting everyone to endless, priceless possibilities.
The Mastercard Launch program is aimed at early career talent, to help you develop skills and gain cross-functional work experience. Over a period of 18 months, Launch participants will be assigned to a business unit, learn and develop skills, and gain valuable on the job experience.
Associate Analyst, Financial Planning & Analyst:
The Corporate Financial Planning & Analysis (FP&A) team provides critical insights, financial analysis, and forecasting to help the organization make informed strategic decisions. The group is responsible for budgeting, forecasting, financial modeling, variance analysis, strategic planning support, and delivering timely and actionable reporting.
As an FP&A Launcher, you will play a key role in supporting the company's financial planning and decision-making processes. You will work closely with the FP&A community to prepare budgets, forecasts, and financial models, while delivering accurate and timely reporting to leadership. This position offers an excellent opportunity to develop expertise in corporate finance, strategic planning, and data-driven analysis. The Launcher will assist in preparing monthly, quarterly, and annual financial reports with variance analysis, while supporting budgeting and forecasting cycles through consolidation of financial and operational data across business units. As a Launcher, you will gain exposure to building and maintaining basic tools and reports while performing defined financial and budget-related tasks under direct supervision of the FP&A leadership team. The FP&A Launcher will also support budgeting and forecasting for short- and long-term plans, prepare and analyze internal and external financial reports, monitor revenue and expenses while managing risks and opportunities, and collaborate with cross-functional teams to provide insights that drive business performance and efficiency.
Role:
- Support the financial close process through the analysis of variances against budget, forecasts, prior year actuals, key business drivers and initiatives. Review and provide thoughtful business driven commentary to respective management teams
- Support the development of the annual plan/budget and forecast for scheduled cycle. Also be responsible for ensuring accurate data upload into Hyperion budgeting and forecasting tool
- Manage, develop and update standardized financial reporting packages that will help drive and support the business, inclusive of business metrics/KPIs. Also identify and communicate risks and opportunities and review and respond promptly to ad-hoc requests for information and analysis
- Execute on financial process improvements by building and maintaining financial tools to perform analysis and modeling; review and create suggestions to financial systems
*Drive continuous improvement in reporting, forecasting, and planning by identifying automation opportunities and streamlining delivery to meet stakeholder needs
All About you:
- Analytical, investigative and problem-solving skills
- Strategic thinker with ability to derive and translate data analytics to meet business goals
- Sound written and verbal communication skills
- Project management skills, highly organized with strong attention to detail
- Must be able to work independently in developing and mapping out solutions
- Must be able to work in a fast paced and dynamic environment, handle multiple tasks, consistently meet established deadlines, and deliver exceptional results
- Expert PC skills including proficiency in Microsoft Excel, Word, PowerPoint, and Access; programming and coding ability a plus
- Experience with Tableau, Power BI, Alteryx or other comparable business intelligence tools
Program Qualifications:
Currently enrolled in a bachelor's or accelerated master's program graduating Spring 2026
Preferred degree in Finance, Accounting, Economics, or related field
Innovative thinking and thoughtful risk taking
Ability to partner across the organization
Strong analytical and problem-solving skills with attention to detail.
Proficiency in Microsoft Excel (or related application); experience with financial modeling preferred.
Ability to communicate effectively and work collaboratively in a fast-paced environment.
Application Process:
Submit your application
If eligible, receive invitation for a digital interview; this includes answering pre-recorded interview questions that advance your application
If recommended further, receive invitation for final round interview(s); you will have the opportunity to meet with us virtually to learn more about our business and culture
Compensation: $39.56/hour
This role is not eligible for Mastercard's work authorization sponsorship. As such, candidates must be eligible to work in the United States, now as well as in the future, without employer sponsorship. For example, students or recent graduates in the United States on an F1 visa (including those with CPT or OPT authorization) are not eligible for this role.
Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
**Corporate Security Responsibility**
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
+ Abide by Mastercard's security policies and practices;
+ Ensure the confidentiality and integrity of the information being accessed;
+ Report any suspected information security violation or breach, and
+ Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
**Pay Ranges**
Purchase, New York: $67,000 - $107,000 USD
Revenue Analyst
Finance analyst job in Islandia, NY
With an annual budget of $2.3 billion and more than 7,000 employees throughout the five boroughs, the New York City Department of Health and Mental Hygiene (NYC DOHMH) is one of the largest public health agencies in the world, serving 8 million New Yorkers from diverse ethnic and cultural backgrounds. We're tackling a broad range of public health issues with innovative policies and programs and getting exceptional results, but our work is never finished. The breadth of our innovative programs provides the widest range of choices for every member of our team.
With grant funds from the Centers for Disease Control and Prevention (CDC), DOHMH is undertaking a new initiative that will meet critical infrastructure needs and make possible strategic investments that will have lasting effects on public health. Investments and improvements through this initiative will help modernize DOHMH's foundational capabilities and data infrastructure, enabling it to partner in complex health and health care environments and, in turn, support better public health outcomes, including COVID-19. This initiative supports larger efforts to rebalance investments in public health and more equitably serve communities and populations.
The selected candidate will be an employee of Public Health Solutions, a nonprofit organization which is the fiscal and administrative manager of the grant but will work be supervised by DOHMH. This is a grant-funded position ending in November 2027.
The Division of Finance has central responsibility and authority for policy analysis, program development, performance tracking and improvement, financial management, resource maximization and technical assistance.
Finance helps to ensure that programs and administrative operations have the information, analysis, funding and technical capacity to deliver critical services effectively and meet DOHMH's objectives. Finance values motivated, energetic individuals committed to achieving excellence in a public sector environment and a desire to be part of a city agency that is revolutionizing public health and mental hygiene services.
Job description
DOHMH has an opening for a Revenue Analyst. This position will be reporting the Assistant Director of Grants and Intra-cities Claiming and assisting with the ensuring that the city is properly utilizing and collecting grant revenue in accordance with uniform guidance.
Duties:
* Monitor the fiscal operation of city, federal, state and private grant funded programs to ensure compliance and assist programs in more efficient/effective approaches to program administration
* Collects, classified, evaluates, and analyzes economic data submitted by programs and prepares reports
* Research the programmatic implications of proposed policies, including identifying the impact to, Personnel Services and Other Than Personnel Services budgets
* Updating of internal systems and monitoring Grant spending; reviewing OTPS encumbrances and personnel expenditures; assist in the preparation of budget modifications, journal entries, and grants closeouts
* Make recommendations to the program representatives for changes and corrections of errors
* Prepare fiscal summary reports and analyses, making recommendations to supervisory staff concerning provision of additional funding of existing or new programs
* Assist in the development and implementation of new policies and procedures
* Work closely with internal personnel for all contract, budget, and payment data to ensure claims are efficiently processed and meet all due dates.
* Maximize agency reimbursement by ensuring all expenditures are captured and reported accurately in claims.
* Accurately analyze patterns of spending and revenue while providing management with scenario analysis and trends.
* Create accurate billed and unbilled receivables, and appropriately realize payments in the City's Financial Management System (FMS).
* Responsible for accurately updating monthly, quarterly, and year to date reports and schedules.
Qualifications:
* A master's degree from an accredited college or university in economics, statistics, finance, management, business administration, public administration, public policy or related field; or
* A baccalaureate degree from an accredited college or university, including or supplemented by 24 semester credits in one or more of the course areas of economics, statistics, finance, management, mathematics, business administration, public administration, and public policy, 12 semester credits of which must have been in economics; and one year of satisfactory full-time experience in one or more of the fields of finance; economic, fiscal or statistical research; policy analysis; or quantitative, business, market or financial analysis. Graduate semester credits in any of the areas described in "1" above may be substituted for the undergraduate semester credits on the basis that each 3 graduate semester credits may be substituted for 6 of the required undergraduate semester credits.
* Previous experience working in fields related to economics, statistics, finance, management, business administration, public administration, public policy or related field for at least 1 year.
* Capacity and willingness to learn the city's Finance Systems, and Federal/State payment systems.
* The ideal candidate for this position must be a pro-active and self-motivated individual with the ability to work in teams and in a highly dynamic environment with multiple stakeholders and timelines.
* Salary: $70,040- $70,040
Additional Desired Qualities:
* Experience with stakeholder engagement and project management.
* Excellent communication (verbal & written) and interpersonal skills.
* Strong analytical skills and ability to manage and report complex information.
* Experience with data collection, analysis and interpretation.
* Desire to grow professionally, develop new skills and willingness to work outside of comfort zone.
* Experience working with the public health sector and coordinating projects involving multiple stakeholders.
* Ability to prioritize and work in fast-paced environment with hard deadlines.
* Fluency in Microsoft Word, Excel, Outlook, and PowerPoint.
Benefits:
* Hybrid Work Schedule.
* Generous Paid Time Off and Holidays.
* An attractive and comprehensive benefits package including Medical, Dental and Vision.
* Flexible Spending Accounts and Commuter Benefits.
* Company Paid Life Insurance and Disability Coverage.
* 403 (b) + employer matching and discretionary company contributions.
* College Savings Plan.
* Ongoing trainings and continuous opportunities for professional growth and development.
Additional Information:
* This is a temporary grant-funded position ending in November 2027.
* This individual must reside in the tri-state area (NY, NJ, CT) by their confirmed start date.
* Preference may be given to individuals residing in New York City (5 boroughs) or surrounding New York State counties.
* This individual will be expected to work non-business hours during emergencies.
PHS is proud to be an equal opportunity employer and encourages applications from women, people of color, persons with disabilities, LGBTQIA+ individuals, and veterans.
Monday-Friday
35 Hours per week
Corporate Finance Analyst
Finance analyst job in Stamford, CT
General Description
The Corporate Finance Analyst is responsible for supporting senior professionals in a number of key areas including corporate finance and investor relations. This position reports to the SVP, Capital Markets. This position requires three days a week in our Stamford, CT office, and two days are work from home.
Responsibilities
Essential Functions:
Assist in diligence, origination, and execution of financings, including capital market issuances and various bank debt products
Monitor existing financing structures along with other peer transactions
Build out and maintain financial models related to financing transactions
Build clear and comprehensive presentation materials to key internal and external stakeholders including rating agencies and investors
Assist in reporting lessee updates and other due diligence requests from capital providers and JV affiliate(s)
Assist with investor relations presentation materials and analysis as needed
Develop relationships with key capital market participants and internal counterparties, including commercial, pricing, legal, finance and accounting, and technical teams
Position Requirements
Formal Education and Certification
B.A or B.S in Finance, Economics or other related degree
Knowledge and Experience
1-3 years in structured finance, corporate banking, debt capital markets, related quantitative fields preferred
Experience in aircraft leasing/aviation sector or in a bank or Big 4 analyst program is a plus
Excellent financial modeling and presentation skills (advanced Excel + PowerPoint)
Broad understanding of basic accounting and the ability to interpret financial statements
Proficient with Bloomberg functionality
Competencies
Strong analytical skills with attention to detail
Strong communication skills; able to work with all levels of management and be comfortable presenting in a clear and concise manner
Team player: ability to work successfully with a variety of personalities and disciplines across the organization
Ability to represent the organization professionally and to cultivate and maintain relationships with funding and capital partners.
Excellent work ethic and willingness to contribute broadly to achieve team and company objectives
Must be able to handle multiple responsibilities under pressure.
Travel
This position will not require travel.
We are not looking to work with outside employment agencies to fill this role.
Auto-Apply2026 Intern Conversion: Financial Analyst - Armonk NY
Finance analyst job in Armonk, NY
Introduction As you have witnessed this summer, at IBM we have an amazing opportunity to transform the world with cognitive technology. By using the vast amounts of information available today to identify new patterns and make new discoveries, we are helping cities become smarter, hospitals transform patient care, financial institutions minimize risk, and pharmaceuticals find cures for rare diseases. Join the forward-thinking teams at IBM solving some of the world's most complex problems - there is no better place to grow your career!
Your role and responsibilities
This position is for intern to full time conversions for starts January 2026 and later. By applying to this position, you are applying to the same role for which you were a co-op or intern at IBM in 2025.
Required education
Bachelor's Degree
Preferred education
Bachelor's Degree
Required technical and professional expertise
Successful completion of a 2025 IBM Co-op or Internship
ABOUT BUSINESS UNIT
The IBM Finance organization is responsible for driving enterprise performance and transformation. We are the financial stewards of IBM, delivering IBM's financial strategy, developing new business models, and mitigating enterprise risk. Do you have a passion for creating business value? Join our team in accounting, financial planning, pricing, business controls, tax, treasury, business development (acquisitions & divestitures), and global financing.
YOUR LIFE @ IBM
In a world where technology never stands still, we understand that, dedication to our clients success, innovation that matters, and trust and personal responsibility in all our relationships, lives in what we do as IBMers as we strive to be the catalyst that makes the world work better.
Being an IBMer means you'll be able to learn and develop yourself and your career, you'll be encouraged to be courageous and experiment everyday, all whilst having continuous trust and support in an environment where everyone can thrive whatever their personal or professional background.
Our IBMers are growth minded, always staying curious, open to feedback and learning new information and skills to constantly transform themselves and our company. They are trusted to provide on-going feedback to help other IBMers grow, as well as collaborate with colleagues keeping in mind a team focused approach to include different perspectives to drive exceptional outcomes for our customers. The courage our IBMers have to make critical decisions everyday is essential to IBM becoming the catalyst for progress, always embracing challenges with resources they have to hand, a can-do attitude and always striving for an outcome focused approach within everything that they do.
Are you ready to be an IBMer?
ABOUT IBM
IBM's greatest invention is the IBMer. We believe that through the application of intelligence, reason and science, we can improve business, society and the human condition, bringing the power of an open hybrid cloud and AI strategy to life for our clients and partners around the world.
Restlessly reinventing since 1911, we are not only one of the largest corporate organizations in the world, we're also one of the biggest technology and consulting employers, with many of the Fortune 500 companies relying on the IBM Cloud to run their business.
At IBM, we pride ourselves on being an early adopter of artificial intelligence, quantum computing and blockchain. Now it's time for you to join us on our journey to being a responsible technology innovator and a force for good in the world.
IBM is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, neurodivergence, age, or other characteristics protected by the applicable law. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
OTHER RELEVANT JOB DETAILS
IBM will not be providing visa sponsorship for this position now or in the future. Therefore, in order to be considered for this position, you must have the ability to work without a need for current or future visa sponsorship.
The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.
Corporate Finance Analyst
Finance analyst job in Stamford, CT
Job Description
General Description
The Corporate Finance Analyst is responsible for supporting senior professionals in a number of key areas including corporate finance and investor relations. This position reports to the SVP, Capital Markets. This position requires three days a week in our Stamford, CT office, and two days are work from home.
Responsibilities
Essential Functions:
Assist in diligence, origination, and execution of financings, including capital market issuances and various bank debt products
Monitor existing financing structures along with other peer transactions
Build out and maintain financial models related to financing transactions
Build clear and comprehensive presentation materials to key internal and external stakeholders including rating agencies and investors
Assist in reporting lessee updates and other due diligence requests from capital providers and JV affiliate(s)
Assist with investor relations presentation materials and analysis as needed
Develop relationships with key capital market participants and internal counterparties, including commercial, pricing, legal, finance and accounting, and technical teams
Position Requirements
Formal Education and Certification
B.A or B.S in Finance, Economics or other related degree
Knowledge and Experience
1-3 years in structured finance, corporate banking, debt capital markets, related quantitative fields preferred
Experience in aircraft leasing/aviation sector or in a bank or Big 4 analyst program is a plus
Excellent financial modeling and presentation skills (advanced Excel + PowerPoint)
Broad understanding of basic accounting and the ability to interpret financial statements
Proficient with Bloomberg functionality
Competencies
Strong analytical skills with attention to detail
Strong communication skills; able to work with all levels of management and be comfortable presenting in a clear and concise manner
Team player: ability to work successfully with a variety of personalities and disciplines across the organization
Ability to represent the organization professionally and to cultivate and maintain relationships with funding and capital partners.
Excellent work ethic and willingness to contribute broadly to achieve team and company objectives
Must be able to handle multiple responsibilities under pressure.
Travel
This position will not require travel.
We are not looking to work with outside employment agencies to fill this role.