Investor Relations Associate
Finance analyst job in New York, NY
Looking for the next step!
Investor Services Coordinator is a detail-oriented and self-motivated individual who assists with the day-to-day operations of the team, which is charged with managing all communications to our investors. This client-facing role primarily focuses on reviewing and routing a large number of inbound email requests; assisting with tracking those requests to completion, and the proper maintenance of our contact management system.
Responsibilities
Email Management. Own and monitor their vertical's email inbox; Monitor and route inbound mail and email and help as needed to ensure timely and accurate response to requests.
Contact Management System. Ownership of and responsibility for maintaining our contacts database of 10,000+ contacts, updating database information per investor requests following compliance rules for data changes and documentation.
Investor Reporting Portal User Assistance. Provide user support to our investors for our investor reporting portal, including on how to log in and navigate our websites, and granting access for new users.
Investor Communication Distribution. Post all investor communications to the investor reporting portal and send appropriate notifications.
Collection of Investor Documentation and Data. Ensure all documentation is complete and accurate records are maintained for tax and compliance purposes.
Qualifications
Bachelor's Degree required.
Required Skills
Accuracy and Dependability: Detail-oriented, quality-conscious, and the ability to focus and multi-task in a fast-paced environment. Deliver results in a dependable, timely and accurate manner.
Excellent interpersonal, oral, and written communication skills. Ability to work with all levels of management and employees in an open team environment.
Technologically savvy with a strong command of Office products especially Excel. Experience using Investran and/or SalesForce is a plus.
Preferred Skills
Experience using Investran and/or SalesForce is a plus.
Equities Quant Researcher
Finance analyst job in New York, NY
We provide asset management, wealth management and banking expertise to consumers and institutions around the world. We partner with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives.
We work one-on-one with clients to advise and deliver customized strategies within Equities drawn from our deep investment experience, diverse wealth management capabilities and global reach. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of our Global Investment Bank.
Your Impact
We are looking for a Strategist to join the team. As a Strategist, you will use your quantitative techniques and industry knowledge to help our asset management and private lending business. Projects typically span various and products and entail extensive interaction with the division's clients, portfolio managers, risk managers, marketers, salespeople and senior management.
Responsibilities:
Responsibilities:
• Working closely with portfolio managers and traders to build quantitative models and tools to streamline their trading and portfolio management process
• Designing and producing customized client-facing performance reporting, scenario analytics, and marketing materials
• Working closely with the Private Bank lending business to provide analytics, tools, and models for valuation and risk management
• Developing and maintaining risk management tools across equities for senior management, portfolio managers, and traders
Qualifications
• Communications skills are essential
• Deep experience in a quantitative discipline
• Programming skills and/or math background are required
• Intelligence, creativity, and problem-solving skills
• A self-starter, should have ability to work independently as well as thrive in a team environment
Contract Analyst
Finance analyst job in Somerset, NJ
At IPS, we are global leaders in developing innovative solutions for the consulting, architecture, engineering, project controls, procurement, construction management, and CQV of technically complex facilities, primarily in the life sciences industry. We are looking for a talented Contract Analyst to join our team at our office located in -------------------Somerset, New Jersey.
In this role, you will leverage extensive professional experience and skills, and can work autonomously or in a team environment. You will report to a Manager of Project Controls and administer contract and purchase order flow by departmental SOPs, policies, and project-specific requirements. You will also act as quality assurance (QA) checks on all contracts and purchase orders. Additionally, you will guide internal and external stakeholders on contract management requirements, including corrective actions to key contract elements that do not meet project and/or IPS standards.
Additional Responsibilities
Bid Scopes of Work: Work with the project team to prepare SOW documents to attach to the Requests for Proposals (RFP).
Recommendations To Award (RTA): Prepare or assist in the preparation of RTA. Work with the Project Team to prepare this document.
Conformed Scopes of Work (SOW): Draft and finalize.
Change Order Management: Review change order request (COR) documents for compliance with the contract documents.
Prepare all necessary documents to process change orders to purchase orders.
Contract Management/Support Documentation: Draft letters or related correspondence to support adherence to contract terms and conditions.
Contractor Feedback Documentation: Collect, store, and report on feedback detailing contractor performance.
Participate in weekly engineering meetings between project management, project engineering, project controls, Company procurement, licensing and permitting, Company corporate properties, the Company's engineering contractor(s), and other project stakeholders.
Communicate daily with the project management team, project Engineering, Company engineering contractor, and other project stakeholders.
Support the project management team in assessing critical path and near-critical path work with alignment and coordination of all on-site resources throughout the construction and commissioning phases of the project.
Assist in interfacing with the Company's engineering contractor and the Company's engineering department, to assess engineering deliverables and schedules, to ensure design management and coordination of all project stakeholders, with
Issued for Construction (“IFC”) documents, timely resolution of Requests for Information (“RFI”), control of Engineering Change Notices (“ECN”) and red lines, and timely resolution of Non-Conformance Reports (“NCR”).
Assist in the creation and management of the following:
Project Scope Document and participate in the procurement of all stakeholder signatures.
Project Execution Plan and participate in the stakeholder approval process.
Risk Register and participate in the stakeholder approval process.
Assist in the engagement of the Company's:
Corporate Properties group in the project and communicate directly to ensure that the project's needs for temporary/permanent easements.
Legal group in the Project and communicate directly to ensure that project needs are established and met.
Applicable Division(s) in the Project and communicate directly to ensure that project needs are established and met
The salary range for this role is between $140,000 and $150,000, but the actual salary offered is dependent on experience, skill set, and education.
Qualifications & Requirements
10 - 15 years of professional experience in the Utility Environment.
Bachelor's degree in a technical field: engineering, project management, construction management.
Software skills: MS Office Products at a minimum, industry-related software products.
Demonstrates project management experience.
Basic working knowledge of electric distribution systems, and civil construction.
Knowledge of specification and contract enforcement, applicable technical standards, OSHA, and other regulatory statutes.
Knowledge of trade agreements, procedures, techniques, work methods, and standards used in the construction industry.
Administrative skills for effective monitoring of contractor progress, cost control, and contractual interpretation matters.
Preferred Qualifications
Membership in a professional organization such as AACE, ISPE, etc.
Professional credentialing (CCT or CCP, CST or CSP, EVP, CMIT or CCM, PMP, EIT).
SAP experience.
Context, Environment, & Safety
A safety-minded individual who must comply with the IPS Mission Zero Safety policy.
Capable of working alone or as part of a team without a significant level of supervision.
The employee is frequently required to stand, walk, and sit for extended periods with extended computer use.
Experience working in both a Home Office and a Field environment.
Travel to client sites as needed.
This position is a safety-sensitive position. The employee is designated for field work and attends activities at client sites where they work in construction, process, packaging, manufacturing, research, or other "non-administrative" areas.
All interviews are conducted either in person or virtually, with video required.
About Us
IPS, a Berkshire Hathaway company, is a global leader in technical consulting, architecture, engineering, procurement, construction management, commissioning, qualification, and validation services for technically complex facilities. Integration is how we think and work. It requires the ability to unite existing and emerging technologies into a process that reliably delivers products and accelerates speed to market. That end-to-end mindset allows us to be agile and anticipate challenges as we move projects toward operational readiness. IPS applies design and delivery expertise, client-side experience, and supplier-side insight to every project. We infuse our curiosity, our passion, and our commitment to partnership in delivering solutions at any scale. We meet our clients where they are and get them to where they need to go. That's only possible when we care as much as our clients do.
Specialties
Process Architecture, Process Design, Engineering, Construction, Commissioning, Qualification, LEAN Project Delivery, Strategic Master Planning, Energy Conservation Management, Project Controls, Program/Project Management, Operations/Logistics Strategy and Planning, EPCMV, and Staffing Services.
All qualified applicants will receive consideration for employment at IPS without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. IPS is proud to be an affirmative action and equal opportunity employer.
Connect With Us!
If you do not meet the qualifications for this specific role, but would like to submit your resume for general consideration, please click here!
Contract BA/PM with Financial Reconciliations Experience
Finance analyst job in Iselin, NJ
MUST be local to Iselin NJ and Available to Travel to NYC, Hybrid Schedule, at least 3 days onsite
MUST HAVE Qualifications:
7+ years of experience as senior BA / PM.
Prior experience in Banking / Financial industry a MUST
Solid understanding and experience of financial reconciliations.
Preferred - Prior experience on Designing, configuring & automation of Financial Reports / Reconciliations, using industry accepted tools, like PowerBI, Qlik, Tableau, Intellimatch, Proactive, Duco, etc.
Experience/knowledge of different financial instruments, including FI, Equities, ETDs & OTC derivatives.
Understanding of life cycle of financial trades, including FI, EQ, Derivatives, FX. Knowledge of trades clearing and settlement.
Experience on Swift messages, primarily Swift payments, and Cash management messages. Experience in swift' trades & confirmations.
Experience working on MQ, NDM, sftp.
Experience in Data analysis, including creating complex SQL queries to extract data from DB. Experience in MySQL, PLSQL, Oracle.
Must be able to work on multiple complex projects, involving multiple business and IT teams, located across the globe, to identify requirements, and perform gap analysis.
Able to create variety of project documents - project plans, FRD/BRD, process flows etc.
Experience in Jira, confluence, Service Now, MS office.
Able to Identify, document and remediate gaps in processes and ensure the alignment of IT department with internal guidelines and industry best practices.
Must have worked with different business teams, including Finance, OPS, Compliance.
Able to manage a project end to end.
Principal Cybersecurity Risk Analyst
Finance analyst job in Newark, NJ
A healthcare organization in New Jersey is seeking a new Principal Cybersecurity Risk Analyst (PCSA) to lead project and technology-based risk assessments within the environment, lead technical and nontechnical third party risk assessments, and recommend mitigating action or controls.
Responsibilities:
Lead third party vendor risk, project risk, or technology risk assessments.
Lead ongoing security assessments to validate appropriate controls are in place
Provide Information Security consulting and subject matter expertise on third party service contracts and/or Sourcing arrangements and internally to junior analysts.
Lead the development and improvement of security processes, assist in metrics development, both within the technology and business organizations
Lead cross-functional teams to serve as the facilitator between the Information Cyber Security Office and the broader organization
Collaborate with internal ICSO teams to utilize expertise to identify evolving security threats and provide in-depth understanding of "if, how, and when" they should be addressed
Lead the evaluation and assessment of supplier criticality and review changes in scale and scope of services contracted with supplier for material impact.
Actively promote commitment to Information Security, Enterprise Risk Management and Audit initiatives, as well as its culture of compliance
Qualifications:
5+ years of experience in Risk Management with advanced understanding of Third-Party Risk Management
High School Diploma / GED
Third party, technology, and project risk assessment experience
Experience with Governance, Risk, and Compliance tools
Experience in Risk Management with advanced understanding of Third-Party Risk Management
Solid understanding of IT security concepts with an emphasis on Security and Risk Assessment.
Solid knowledge of IT and computer systems.
Familiarity with HIPAA security rules and National Institute of Standards and Technology (NIST) standards
familiarity with Vendor Risk Management
Strong analytical thinking skills
Excellent interpersonal skills and the ability to work effectively with others as a team
Desired Skills:
Associate's and/or Bachelor's Degree
Familiarity with ServiceNow tool
Finance Manager
Finance analyst job in Somerset, NJ
Our client, a leading pharmaceutical company located in Somerset County, NJ is seeking a Finance Manager for a long-term consulting engagement.
The highly skilled and motivated Finance Manager will oversee non-study related projects, drive technical solution implementation, and provide essential support to the Leadership team in the US. The role involves taking charge of departmental financial management and efficient vendor coordination.
This position will focus on the management of technical solutions, financial tracking, and vendor management in US. Work closely with stakeholders including but not limited to finance, procurement, IT, and legal.
Requirements:
Financial Oversight & Budget Management
Excellent financial management skills, with the ability to forecast, track, and manage project budgets effectively using Smartsheet.
Finance Forecasting and Resource Planning: Manage finance forecasts and actuals and optimize resource planning to achieve project objectives effectively.
Preparation and presentation of Quarterly and Annual Finance Packs for Senior Leadership Team and the wider organization.
Vendor & Procurement Coordination
Exceptional vendor management capabilities to foster successful collaborations.
Financial and Vendor Management: Oversee financial aspects and vendor interactions within the US department, ensuring effective budget management and successful collaborations.
Being the main point of contact for all procure to pay contracts, ensuring a smooth and successful process for all stakeholders.
Project & Systems Implementation Support
Proven experience in project management, with a track record of successfully delivering projects on time and within budget.
Strong technical acumen to oversee the implementation of technical solutions.
Strong problem-solving and decision-making abilities to overcome project challenges
Stakeholder Collaboration
Excellent communication and leadership skills to co-pilot the US finances with the Global Leadership team effectively.
Comfortable with presentations, training others, and meeting facilitation.
Ability to work collaboratively with cross-functional teams and stakeholders.
Demonstrated commitment to maintaining high-quality standards and achieving operational excellence.
Operational Excellence
Collaborate with the head of project management and operational excellence to ensure the team's smooth operations, including meeting management, tracking development plans and timelines, managing scope, and mitigating risks.
Stakeholder Collaboration:
Work closely with key stakeholders such as finance, procurement, IT, and legal to ensure smooth project execution.
Regular collaboration with European stakeholders (including the EU Head of Financials) is required.
Travel may be minimal or not required, depending on project needs.
Education:
Accounting experience/degree required
CPA qualification preferred
Debt Finance Associate
Finance analyst job in New York, NY
A rare opportunity for a Debt Finance associates to transition into a Magic Circle firm based in New York offering not only a better work-life balance but also long-term career development and the chance to build your own client base. You'll have room to build a book of business as this forms continues to push for market share.
The Head of Banking & Finance would like us identify a strong mid-to-senior associate (2020-2018 Class) with experience on either the borrower or lender side.
This is ideal for someone considering a strategic shift-whether you're looking for a new challenge, more meaningful client interaction, or a firm where internal mobility and partnership potential are real. Strong emphasis on culture and work-life-balance.
Financial Analyst
Finance analyst job in Princeton, NJ
Jigar Kachhia at email address **************************** can be reached on # ************.
We have Contract Role of Financial Analyst IV our client at Princeton NJ Please let me know if you or any of your friends would be interested in this position.
Position Details:
Financial Analyst IV, Princeton NJ
Location : Princeton NJ 8540
Project Duration : 12+ months of contract
Pay range : $45-49 an hour on W2
About Abbott Point of Care:
Abbott Point of Care is a global leader in providing critical medical diagnostic and informatics products for rapid blood analysis that are intuitive, reliable, and cost-effective. Our i-STAT System is an advanced, portable diagnostic tool that provides real-time, lab-quality results within minutes to accelerate patient-care decision-making as well as optimize resource utilization for our customers and the patients that they serve. The i-STAT System has the industry's most comprehensive menu of tests in a single, with-patient platform, including tests for respiratory, metabolic, coagulation, hematology, glucose, and cardiac function. By delivering lab-quality results in minutes, on just a few drops of blood, our i-STAT System fosters a collaborative, patient-centered environment while driving improved operational performance.
About the role:
Abbott Point of Care has a new opening for a Sr. Financial Analyst. This role will support the Division FP&A HQ team with providing financial planning & analysis for the business by building and managing financial reports, preparing analysis for business reviews and other adhoc request.
Responsibilities include:
Prepare financial analysis and reports (such as Plans, Latest Best Estimate (LBE's) and Long Range Projections (LRP)) for P&L and balance sheet metrics that meet the timing and quality of presentation requirements, facilitate management review and decision making while ensuring integrity of data and compliance with GAAP as well as Abbott's operating policies
Maintain an effective and efficient planning process for the division and functional areas being supported, including the coordination of a planning calendar with key dates and deliverables
Develop flexible, comprehensive tools and templates to support the consolidation and timely completion of corporate schedules as well as develop system solutions and process improvements that meet the needs of the financial planning and/or reporting requirements
Support the Sales & Operations Planning (S&OP) process by managing the reporting of monthly financial performance metrics such as: sales and expense variances, cash conversion cycle (CCC), Integrated Business Planning (IBP), etc
Provide financial support to Global Marketing organization. Partner with marketing team to create annual budget and forecast
Complete month-end close activities: tie out monthly revenue, prepare journal entries, expense summaries, and project spend analysis
Prepare and analyze daily and weekly sales reporting / projections
Maintain finance scorecard on deliverables from other APOC finance organizations
Perform adhoc requests and drive cross-business analytic projects for senior management, with financial modeling, data mining and presentation support
Education Requirements:
Bachelor's degree, preferably in accounting or finance, or an equivalent combination of education and work experience.
Minimum Qualifications:
Position requires 7+ years of finance experience to include roles of increasing responsibility in accounting and/or finance
Strong Excel skills, demonstrate initiative, analytical thinking, critical-thinking and problem-solving skills
Demonstrated ability to provide data and analysis to support decision making, methodical approach to problem solving and rational ideas supporting them, ability to keep learning and to teach others, traditional accounting knowledge and facilitator of management needs, streamlining functions within the department and an efficient work Ethic.
Financial Analyst
Finance analyst job in Princeton, NJ
We are seeking a detail-oriented and motivated Junior Accountant to join our Finance team,
with a specialized focus on pharmaceutical accounting. This role is ideal for someone with
foundational accounting experience and a strong understanding of the pharmaceutical
industry's understanding of G2N and revenue analysis, rebate structures, including
commercial, Medicaid, and Medicare Part D programs.
Key Responsibilities:
Assist in the preparation, review, and processing of rebate claims and accruals.
Support monthly, quarterly, and annual financial close activities related to rebates.
Reconcile rebate-related accounts and ensure accuracy of general ledger entires.
Collaborate with cross-functional teams including Sales, Contracts, and Market Access to validate rebate data.
Maintain documentation and audit trails for all rebate transactions
Assist in preparing reorts and analysis for management and external auditors
Ensure compliance with GAAP and internal financial policies
Participate in system upgrades or implementations related to rebate tracking and accounting
Perform other duties as assigned
Qualifications
Degree in Accounting, Finance, or related field
1-3 years of accounting experience, preferably in the pharmaceutical or halthcare industry
Familiarity with rebate programs (e.g., Commercial, Medicaid, Medicare Part D)
Strong Excel Skills; experience with ERP systems (e.g., QuickBooks, SAP) is a plus
Excellent attention to detail and organizational skills
Ability to work independently and as part of a team in a fast-paced environment
Preferred Skills
Experience with contract management systems and rebate processing platforms
Understanding of government pricing regulations and pharmaceutical compliance
Strong analytical and problem-solving abilities
Salary offers are based on a wide range of factors including but not limited to relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. Successful candidates may be eligible to receive annual performance bonus compensation.
Financial Analyst
Finance analyst job in Princeton Junction, NJ
We are looking for a strong BA/Finance Analyst with experience in supporting and improving business functions related to Corporate Finance and Wealth Management namely - Advisor Performance & Compensation, and Advisor Onboarding.
The position involves analytical work, collaboration with multiple teams, and an interest in emerging technologies, such as Artificial Intelligence.
This is an ONSITE role.
Responsibilities
Lead and support cross-functional projects related to corporate finance and advisor operations.
Elicit, analyze, and document business requirements (user stories, process maps, controls) and convert them into specifications for engineering; manage backlog, prioritization, and acceptance criteria. Work with Technology & Operations Program Management.
Collaborate with engineering and operations teams to organize deliverables, assess risks, and keep projects on track.
Analyze advisor performance metrics and compensation structures for strategic decision-making.
Define onboarding workflows for new advisors, ensuring compliance and operational preparedness.
Build and manage budgeting and forecasting models for advisor performance and profitability.
Facilitate communication among stakeholders to ensure clarity and alignment.
Qualifications
Experience in business analysis, ideally within financial services or wealth management.
Knowledge of corporate finance principles and advisor compensation models.
Background in defining and implementing business workflows.
Strong communication and stakeholder management abilities.
THIS IS AN ONSITE ROLE WITH AN ONSITE INTERVIEW SO ONLY LOCAL CANDIDATES WILL BE CONSIDERED FOR THIS ROLE.
NO VISA SPONSORSHIP PLEASE.
Tableau Data & Financial Analyst (Only US CITIZEN)
Finance analyst job in Jersey City, NJ
Mandatory Requirements:
• Domain Experience: Telecom
• Industry Experience: Finance domain
• Strong leadership skills
• 5-8 years of experience
• Proactive and dynamic, able to understand required reports, run them, and present findings to the Verizon leadership team
Role Overview:
This position is a combination of Data Analyst and Financial Analyst. Strong skills in Excel, Tableau, and Smartsheet are key, with solid experience in both financial and operational reporting.
Responsibilities:
• Develop and maintain data infrastructure
• Gather data from multiple sources, maintain datasets, and ensure data integrity (Proficiency in nSAP/1ERP is advantageous)
• Perform data analysis and management reporting
• Identify, analyze, and interpret trends using advanced Excel/Tableau/Smartsheet features
• Conduct financial and operational performance analysis
• Produce reports for performance tracking, budgeting, planning, and forecasting
• Create impactful data visualizations using Excel, Tableau, and/or Smartsheet
• Collaborate with stakeholders and present findings clearly
• Support process improvements and streamline reporting workflows
Revenue Analyst
Finance analyst job in Berkeley Heights, NJ
About the Company
Breckenridge Pharmaceutical develops and markets high-quality, added-value and cost-effective generic drugs in the United States. Our products are developed in the group's own R&D facilities and through strategic partnerships with manufactures from around the world.
About the Role
We are seeking a highly analytical and detail-oriented Revenue Analyst with strong experience in Gross to Net accounting and pharmaceutical sales analytics. This role plays a critical part in ensuring accurate and compliant revenue recognition through analysis of complex commercial deductions including but not limited to chargebacks, rebates, discounts, and returns. In this role you will track, analyze and review revenue performance, manage contract deductions, and deliver insights that drive strategic decisions. You will partner closely with Commercial and Finance. The ideal candidate brings strong analytical capabilities and pharmaceutical industry knowledge to support precise financials.
Responsibilities
Support month-end and quarter-end financial close related to revenue recognition (in accordance with IFRS) and relevant GL accounts.
Analyze gross revenue and compute gross-to-net adjustments including rebates, charge-backs, returns, allowances, discounts, etc.
Work with contract terms (commercial, distribution, payer) to assess revenue impact of rebates/discounts/chargebacks.
Collaborate with cross-functional teams including commercial operations, legal, and supply chain to ensure accurate revenue reporting.
Perform gross-to-net sales variance analysis and identify key drivers and trends.
Assist internal and external audit processes; maintain controls over revenue recognition, contract terms, deductions and data integrity.
Maintain and improve documentation, process flows, and standard operating procedures related to revenue analytics.
Identify opportunities to streamline and automate revenue analytics and reporting processes (e.g., via Power BI, Excel macros, ERP system enhancements, etc).
Qualifications
Bachelor's degree in Accounting or Finance
Required Skills
2-4 years of revenue analysis and accounting experience ideally in the pharmaceutical industry with knowledge of GTN.
Advanced proficiency in Excel (pivot tables, VLOOKUP/INDEX-MATCH, macros preferred).
Experience with ERP systems (SAP) and business intelligence/reporting tools (e.g., Power BI, Tableau).
Excellent analytical and problem-solving skills; ability to work with large data sets, identify trends/variances, and translate into business-friendly insights.
Strong communication skills (written and verbal); able to present findings to non-finance stakeholders.
Detail‐oriented, high level of accuracy, ability to meet deadlines and work cross-functionally in a dynamic environment.
Pay range and compensation package
At Breckenridge Pharmaceutical, Inc, we're committed to investing in every team member's total well-being, now and in the future. Our benefits programs vary but we offer the following to all BPI team members, regardless of geographic location:
Flexible approach to how we work
Health benefits and time-off programs
Competitive compensation packages
The anticipated annual salary for this role is $75,000 - 90,000.
Equal Opportunity Statement
Breckenridge Pharmaceutical, Inc is an Equal Opportunity Employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Senior Financial Analyst
Finance analyst job in New York, NY
As a Senior Analyst, you'll work closely with the Partnership Accounting Manager to manage partner financial records, oversee profit distributions, and respond to inquiries from partners and internal finance teams. You'll play a key role in improving processes, ensuring accuracy, and mentoring junior analysts.
Key Responsibilities
Maintain and interpret partnership agreements, focusing on financial obligations and retirement provisions.
Process and review partner distributions, deductions, and tax adjustments with precision and timeliness.
Update payroll systems for new and existing partners, including benefits and direct deposit details.
Coordinate with HR, Benefits, Payroll, and Retirement teams to ensure accurate contributions and deductions.
Handle special income arrangements, partner status changes, and FTE adjustments.
Prepare multi-currency distribution schedules for international offices and ensure timely wire transfers.
Collaborate with global finance managers to resolve discrepancies and maintain accurate records.
Respond promptly to partner inquiries and provide clear, detailed explanations.
Identify and implement process improvements to enhance efficiency and accuracy.
Support profit distribution analysis and reporting across multiple teams.
What We're Looking For
Bachelor's degree in Finance or Accounting; advanced knowledge of partnership finance preferred.
5+ years of experience in finance within a global law firm or professional services environment.
Strong understanding of partner compensation processes and best practices.
Advanced Excel skills, including complex formulas and data manipulation.
Ability to manage multiple priorities under tight deadlines with minimal supervision.
Excellent communication and relationship-building skills.
Detail-oriented, organized, and proactive in problem-solving.
Willingness to work overtime when necessary.
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
Mainframe Batch Monitoring Operator Analyst ( Tivoli Workload Scheduler)
Finance analyst job in Weehawken, NJ
Data Center Operations Analyst - MVS / ZOS - Tivoli Workload Scheduler
This role is onsite in Weehawken., NJ
We can provide some relocation support, if you are not local.
Schedule information:
12 hour “quad” (3 on 3 off/4 on 4 off) shifts (Nights and/or Days).
16 week rotation from front half to back half of week.
Weekends (Saturday and/or Sunday) and Holidays required as per Shift Schedule.
The DC Ops Analyst is responsible for system monitoring, production batch monitoring, workload throughput as well as batch and system task abend recovery for internal and external client MVS / ZOS / VM/VSE environments.
Primary Tools : TIVOLI WORKLOAD SCHEDULER - TWS / IWS / OPC, BMC Ops AMI, zCAM, Mainview, Control-D, Mainframe Console & HMC (Must)
Ticketing Tools : Service Now / ATLAS
REQUIRED QUALIFICATIONS
Typically requires a Bachelor's degree and a minimum of 2 years of related experience; or an advanced degree without experience; or equivalent work experience
Experience in IT and with Data center system monitoring.
Knowledge and recent experience with mainframe (TSO, SDSF, TWS, QuickRef) and server scripts (read & code Midrange/Distributed/NDM/File Transfer server knowledge)
Proficient in MS Office (Excel, Word, and Outlook)
Strong written / verbal Communication skills
ITSM Concepts - Incident/Change/Requests/ SLAs
Analytical and Critical thinking skills
Key Areas of Focus for this Role
Monitor and manage internal and external MVS zSeries and VM/VSE environments to ensure production processing meets internal and external client agreed service levels and requirements.
High level of interaction with internal and external customers requires effective and professional communication.
Complete daily shift turnover and customer checklists associated with assigned client environment. Along with written shift turnover, verbal turnover must be facilitated.
Thoroughly document deviations within company's designated Incident Management tool, reflecting clear and tangible details surrounding each incident.
Properly escalate all events or incidents that may impact our ability to meet agreed service levels.
Ensure system IPL, maintenance and backup processes are successfully performed according to predetermined schedule and per established procedures.
Ensure all operations related changes are properly documented and approved in company designated Change Management tool prior to Follow-up and close completed changes with valid and meaningful data.
Adhere to company documented processing procedures for internal and external clients, as well as suggesting and requesting updates and improvements as needed to internal Operations SharePoint documentation repository.
Organize tasks to work independently.
Hands and feet support as required.
Perform additional duties as assigned or designated by Operations management.
The anticipated hourly rate range for this position is ($25.00-35.00), during the contract period. Actual hourly rate will be based on a variety of factors including relevant experience, knowledge, skills and other factors permitted by law. A range of medical, dental, retirement and/or other benefits are available after a waiting period.
Senior Financial Analyst
Finance analyst job in New York, NY
Job Title: Senior Financial Analyst
Schedule: M-F 9a-5p
Duration: 6 Months with possible extension
Pay Range: $35 - $38/Hour
Job Description & Requirements:
5 yrs related work exp (required).
Knowledge of Reimbursement Methodologies, Budgeting & Cost Accounting (required).
Heavy customer service skills.
Able to multi-task and prioritize.
Someone who works independently with ongoing training.
Understands contracts and the importance of completing tasks within time allotted.
Education:
Bachelors (required).
Degree or major in Accounting/Finance (preferred).
“Pride Health offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors”
Senior Accountant for Dealership
Finance analyst job in Linden, NJ
We are a well-established dealership in East Windsor, NJ, committed to providing top-tier customer service and operational excellence. We are currently seeking a detail-oriented and experienced Senior Accountant to join our team and play a vital role in our accounting operations.
Oversee and manage daily accounting operations within the dealership.
Prepare and analyze financial statements and reports.
Ensure compliance with internal controls, accounting standards, and regulatory requirements.
Reconcile general ledger accounts and maintain supporting documentation.
Work closely with department managers and leadership to provide financial insights.
Supervise and mentor junior accounting staff.
Participate in month-end and year-end closing procedures.
Collaborate with external auditors during audits.
Qualifications:
Proven experience in dealership accounting is strongly preferred.
Proficiency with CDK Dealer Management System is highly desirable.
Bachelor's degree in Accounting, Finance, or related field.
Minimum of 5 years of accounting experience, preferably in an automotive dealership environment.
Strong knowledge of GAAP and financial principles.
Excellent analytical and problem-solving skills.
Strong communication and organizational skills.
Benefits:
Competitive salary: $80,000 - $110,000
Career development opportunities
Senior Analyst, Investment Team
Finance analyst job in New York, NY
Company: Pantzer Properties
Job Title: Senior Analyst - Investment Team
- Base Salary Range $100,000/yr. to $150,000/yr.
- Plus an additional discretionary annual bonus, base salary range does not include this.
Pantzer Properties is a fully integrated owner/operator of multifamily assets along the East Coast of the United States. We invest through our fully discretionary private equity fund series known as the Panco Strategic Real Estate Funds.
Since its inception, Pantzer Properties has successfully raised six funds and been involved in more than $8 billion of real estate transactions. We currently own and manage approximately 10,000 units and are actively deploying $1.0B of equity in Fund VI. We are strategically positioned with top-tier multifamily properties, experienced leadership, and a 50-year track record.
Acquisitions Responsibilities:
Underwrite and assist in the overall financial analysis of potential acquisition opportunities.
Prepare cash flow models that will be utilized to value real estate investments, including equity and debt.
Evaluate financing scenarios and provide support for acquisition financing.
Prepare investment memoranda for recommended acquisition opportunities.
Assist in transaction due diligence by collecting, reviewing, and summarizing property reports as well as other due diligence documents. Assist with transaction closings.
Provide research support utilizing internal and external resources. Gather market research and stay current on industry trends. Maintain thorough market awareness in targeted markets through direct research and review of third-party research.
Asset Management Responsibilities:
Support team with all aspects of monitoring the performance of a multifamily investment portfolio.
Assist in the implementation of property business plans, the preparation of asset valuations and annual budgets.
Prepare hold/sell/refi analysis.
Verify the accuracy of property operating statements and provide actual to-budget variance analysis.
Facilitate information flow between property management, accounting, and acquisition teams.
Implement, oversee, and monitor turnaround strategies for any underperforming assets.
Create presentation materials and communications sent to investors and executive management.
Evaluate the local markets to identify changes and trends and the related impact on real estate values and investment strategies.
Participate in the disposition process and assist with due diligence through closing.
Establishment and maintenance of project files and databases.
Assist with analysis related to investor deliverables and reporting.
Application Requirements:
1-2 Years of investment/advisory work experience, preference given to previous employment at a principal real estate firm, brokerage, or investment bank.
Strong financial modeling skills (candidates should expect a test).
We're looking for pre-MBA candidates. MBA's will not be considered.
Strong analytical, interpersonal, writing, and research skills.
Excellent organizational and communication skills.
Self-motivated, resourceful, and proactive.
Ability to work independently, effectively prioritize, and multi-task under pressure.
Understanding of the private equity business model and real estate industry.
Familiarity with East Coast markets is a plus.
Multifamily asset-class experience is a plus.
Transportation Services Senior Analyst
Finance analyst job in New Brunswick, NJ
The Transportation Services Senior Analyst is a member of the Inter-Regional Transport Excellence operations team at client, responsible for flawless execution of inter-region transport lanes, managed door-to-door. The role involves day-to-day operational issue management, transportation/logistics coordination, project management with freight forwarders, shipping sites, and supply planning. The Senior Analyst ensures consistent product availability, highest levels of customer experience, and supports process improvement projects using methodologies like Six Sigma and FPX. Other duties include presenting performance metrics to management, managing coordination, track & trace and exception management for transportation lanes, leading or participating in operational vendor management meetings, and collaborating with DC and manufacturing facilities to coordinate and manage freight. The role is business-facing, working closely with internal and external stakeholders across a highly matrixed and global organization. The analyst also acts as a SME for launches, projects, CIPs, and cost service projects, supporting event management, tenders, lane implementations, and driving operational analytics to improve business efficiency.
Responsibilities:
Door-to-door operational management of inter-region transport lanes, including issue management, freight coordination, and supply planning
Lead process improvement projects to drive reliability and cost efficiency for inter-regional transport moves
Present performance metrics and project updates to management
Coordinate, track & trace and manage exceptions for segment transportation lanes
Lead or participate in vendor management meetings and manage daily tactical relationships with vendors
Partner with client Deliver Quality to maintain operations within the quality framework
Act as the primary point of contact for communication with shipment sites and logistics providers regarding shipment flows, documentation, delays, and quality events
Conduct operational analytics for day-to-day business efficiencies
Support global bids, event management, tenders, lane implementation, and cross-functional collaboration
Encourage inclusion, transparency, and teamwork across the matrixed organization
Empower team members for speed, agility, and accountability
Experience:
Minimum 2 years of experience, preferably in Planning, Distribution, Manufacturing, Transportation, Logistics, Customer Service or Supply Chain Operations
Hands-on industry experience in transportation operations
Strong communication capabilities and high accountability skills.
MS Office proficiency
Must be able to read dashboards and working knowledge of project management tools (Microsoft Project, GNATT, RACI, Lessons Learned, FMEA, etc.)
Preferred Skills & Experience:
Experience or internship in Six Sigma/Process Excellence tools, training and/or certification
Familiarity with Alteryx and Tableau analytics
Strong vendor management and influencing skills
Experience with large-scale or global transport operations
Ability to support tenders, service issue resolution, and lane implementation
Previous experience presenting to multiple levels of management
Experience supporting launches, cost improvement projects, service projects, and cross-regional event management
Experience building and maintaining stakeholder relationships-internal and external
Skills:
Logistics
Goods Transport
Education:
Associate or Bachelors
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Recruiter Details:
Name: Azhar
Email: ****************************
Internal Id: 25-53775
Senior Corporate Actions Analyst
Finance analyst job in New York, NY
7-10 years of direct corporate actions experience, with deep expertise in both mandatory and voluntary event workflows.
Advanced working knowledge of DWAC and other security movement processes outside ATOP.
Proven experience liaising with Issuers, Information Agents, Transfer Agents, and Legal Teams regarding event processing and KYC information.
Strong understanding of regulatory requirements (including KYC/AML) and industry best practices.
Excellent analytical, problem-solving, and communication skills.
Financial Advisor
Finance analyst job in Morristown, NJ
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
Location: In-office presence required
Work-Life Balance: Flexible schedule to maximize productivity and personal time
Skills & Experience
Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States
Training & Development
FINRA Sponsorship: provided for required FINRA licensing
Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Mentorship: opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development: access to Leadership Development School for those with management ambition
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program
Compensation & Benefits
Sign-On Payment Eligibility: $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company sponsored required FINRA licenses and registrations.
Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40-hour workweek, with $32,400 annually.
Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)