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Finance analyst jobs in Pittsburgh, PA

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  • Financial Advisor

    Edward Jones 4.5company rating

    Finance analyst job in Cranberry, PA

    This job posting is anticipated to remain open for 30 days, from 11-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. 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 a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain 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. #LI-USFATA
    $45k-100k yearly 1d ago
  • Client Operations Analyst

    Intepros

    Finance analyst job in Pittsburgh, PA

    Job Title: Client Operations Analyst Our client is seeking a detail-oriented and proactive professional to support daily operational tasks within our Wealth Management account-opening team. In this role, you will follow established procedures, ensure timely completion of assigned work, and appropriately escalate issues when necessary. Responsibilities: Open and maintain investment accounts within the Wealth business line. Review and analyze investment management agreements, basic wills, trust documents, and other legal agreements governing fiduciary and non-fiduciary relationships. Apply knowledge of regulatory frameworks, including OCC and SEC guidelines, to ensure accurate processing. Input relationship details into internal systems and prepare summaries as required. Work under the guidance of the Team Leader and Manager to meet daily deliverables and service expectations. Qualifications: Paralegal certification or equivalent experience preferred. Prior trust, legal, or wealth operations experience is a strong plus. Strong analytical, problem-solving, and organizational skills. Ability to work effectively under tight deadlines. Proficiency in Microsoft Outlook, Excel, PowerPoint, and Word.
    $48k-74k yearly est. 21h ago
  • Financial Analyst and Investor Relations Manager

    Oxford Development Company 4.0company rating

    Finance analyst job in Pittsburgh, PA

    For over sixty years, Oxford Development Company has stood at the forefront of the marketplace as a developer and full-service commercial real estate provider with experience in the local, regional, and national marketplace. Our mission is to forge dynamic centers where community thrives alongside commerce, through real estate solutions that uplift and ignite inspiration for our people, partners, and communities alike. Oxford has managed the development of over 60 million square feet in the commercial office, retail, hospitality, healthcare, education, residential, and sports and entertainment asset classes. Our history consists of some of the nation's most innovative real estate projects that years later still impact trends in development. The Financial Analyst (FA) reports to the Chief Financial Officer and will support the efforts of the Development, Investment and Operations teams through execution of financial modeling, forecasting, planning, and analysis of new developments, current assets and new transactions. Key Areas of Responsibility Perform due diligence, modeling and underwriting for potential developments, with a specific focus on multifamily Perform market and credit analysis Develop, prepare and refine financial models Collaborate with financial stakeholders including, but not limited to partners, lenders and investors to refine project details and inform deals accordingly Assist with preparation of investor communications, reporting, and distributions What we require: A highly motivated individual with 2+ years' experience in real estate financial modeling Bachelor's degree in finance, Accounting, Real Estate or related field High proficiency in Microsoft Excel Proficiency with balance of MS Office Suite Detail oriented with the ability to multitask and prioritize deadlines Creative and Flexible Strong communication and collaboration skills A competitive benefits package includes PTO, medical, dental, vision-, life-, short- and long-term disability and 401(k) plan. All qualified applicants will receive consideration for employment & will not be discriminated against based on disability or their protected veteran status.
    $70k-121k yearly est. 4d ago
  • Manager Treasury & Finance

    Heritage Valley Health System 4.3company rating

    Finance analyst job in Kennedy, PA

    Department: Finance Work Hours: Full Time. Monday - Friday, primarily daylight. Occasional off hours support as needed. Basic Function: Responsible for the daily management and oversight of Finance Department activities, with primary responsibility for the treasury function of the Health System. This role manages system liquidity, cash flow forecasting, investments, debt-related activity, and financial client relationships while supporting financial reporting, budgeting, and strategic financial planning. Ensures the safeguarding of assets, compliance with applicable regulations, and the effective deployment of financial resources across the organization. Qualifications: Required: • Bachelor's degree in Finance, Accounting, Business Administration, or a related field. • Minimum 3-5 years of progressive experience in treasury, accounting, or finance, preferably within a healthcare or complex, multi-entity environment. • Demonstrated experience in cash management, cash flow forecasting, and balance sheet analysis. • Working knowledge of investment management principles, debt monitoring, and banking relationships. • Proficiency with financial systems, spreadsheets, and reporting tools. • Strong analytical, problem-solving, and organizational skills with attention to detail. • Effective written and verbal communication skills, including the ability to prepare clear financial narratives for leadership and boards. • At least 1 year of supervisory or team lead experience, including oversight of daily work activities and staff development. Preferred: • Master's degree in Business Administration (MBA), Finance, or Accounting. • Prior experience in a hospital or health system treasury or finance department. • Familiarity with healthcare reimbursement environments, foundations, or not-for-profit financial reporting. • Experience working with investment advisors, banks, auditors, or bond trustees. • Knowledge of internal controls and best practices related to treasury operations.
    $81k-108k yearly est. 3d ago
  • Financial Analyst, Financial Planning & Analysis

    Servicelink 4.7company rating

    Finance analyst job in Moon, PA

    Are you an experienced Finance professional looking for a challenging new career opportunity which will allow you to drive impact through collaboration with colleagues within the Financial Planning & Analysis Department? If so, ServiceLink, a leader in the mortgage industry, invites you to apply for the opening of Financial Analyst, a position which carries the responsibility of supporting organizational leaders in understanding and reporting their operational metrics. If you are passionate about business intelligence and thrive on the force it can have within a growing business, you could be a highly valuable asset to ServiceLink, a dynamic company committed to providing on-going training and supporting career advancement. A DAY IN THE LIFE In this role, you will… Be responsible for providing accurate and efficient reporting; analytics of actual and forecasted financials; preparation of annual budgets as well as other ad hoc analytics and reporting. Prepare monthly, quarterly, and yearly budget and forecasts as well as other ad hoc analytics and reporting. Provide analytics necessary to help business leaders manager their business units efficiently. Provide detailed comparisons and variance analytics Vs baseline financials. WHO YOU ARE You possess … BS/BA degree in Finance/Accounting required. 1 to 3 years of experience in Financial Planning and Analysis. Strong organizational and decision-making skills. Exceptional interpersonal/communication and business partnering skills. Responsibilities Support Finance and Senior Operational Leadership enterprise wide, with a specific focus on profitability Develop forecasting models by business unit/client/product to be able to put together highly granular forecasts. Participate in monthly, quarterly, and yearly budget and forecast development. Provide detailed comparisons and variance analytics vs. baseline financials (i.e. budget, forecast, etc.). Prepare and review Executive Level presentations on monthly and quarterly financial performance and initiatives. Develop methodologies, dashboards, and models for Operational metric budgeting and reporting. Produce ad hoc analysis and reports for executive management team. Analyze business opportunities, research industry, market and company trends. Identify, analyze, and lead productivity initiatives including, sourcing, integration, and automation. Participate in the monthly quarterly and quarterly financial close process. Perform all other duties assigned. Qualifications BS/BA degree in Finance/Accounting 1-3 Years of experience in a Financial Planning & Analysis or related role. Experience in Financial Services preferred. MS Office Suite; advanced understanding of Excel and modeling (required). Experience working with large datasets is a plus. Oracle GL or similar accounting GL understanding. Experience with a financial reporting tool. BI experience is a plus (Power BI, SQL, etc.)
    $64k-91k yearly est. Auto-Apply 18d ago
  • Retirement Planner/Financial Advisor

    Golden Reserve LLC

    Finance analyst job in Pittsburgh, PA

    Golden Reserve is looking for an experienced financial retirement planner for our locations in our Pittsburgh region (Canonsburg, Green Tree). We know the challenges you face to make it in the financial industry. Particularly, if you dont inherit a book of business, or your parents werent a member of the right country club. We know about the empty promises youve probably heard to get you in the door but very little support and guidance once you get started. Golden Reserve built our company on trying to not just change the financial industry for retirees but also for the people we hire. We provide you with ALL of your leads from our TV & Radio Shows (********************************************************** Seminars and Digital channels. Our services model combines our internal attorneys, CPAs and you, all under one roof. And its working, Golden Reserve is one of the fastest growing companies across the Midwest, with 40+ offices in 9 states, and regularly recognized as one of the most innovative companies in the country. We provide: Salary : Retirement Planner (24 years of client selling experience) - $150,000, increasing to $175,000 in Year 2 Senior Retirement Planner (5+ years of client selling experience) - $175,000, increasing to $200,000 in Year 2 Salaries are ongoing and do not cease. Salaries include uncapped production, and bonus compensation Prospects you do NOT need to build or bring your own book of business; we provide you with ALL your pre-qualified leads Benefits Generous PTO policy, Health Insurance, Dental Insurance, 401(k), & Life Insurance We expect: Conversion : we deliver the leads we expect you to win and convert them into clients Service : provide excellent customer service to your existing clients Commitment : we must earn your trust, but we expect every new team member to be committed to our new way of approaching financial services and our sales systems and training If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume. BUT BEFORE YOU APPLY this is NOT a typical financial services position so if you want to learn more, check out: A Day in the Life of a Retirement Planner. And dont take our word for it, listen to our team share how Golden Reserve Changed their life, Retirement Planner Testimonials. Click to see our Radio, TV & YouTube shows (********************************************** and our CEOs Amazon bestselling book that defines our companys culture and mission Fire Your Financial Advisor (********************************** You can also learn more at ********************** Requirements: Three (3) years+ of new client meeting experience State Life and Health Insurance Licenses FINRA Series 65 registration, or equivalent GRIT we built this company brick by brick with a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter Compensation details: 175000-200000 Yearly Salary PI1f6a45d8e5fe-31181-39077989 RequiredPreferredJob Industries Other
    $150k yearly 19d ago
  • Senior Equity Analyst

    Open 3.9company rating

    Finance analyst job in Pittsburgh, PA

    We are looking for an organized and detail-oriented Equity Administrator to manage and scale our private equity program as we grow. This role is a critical part of our People team, supporting the full lifecycle of equity administration - from grant issuance to compliance, employee education, liquidity events and audits. The ideal candidate has a strong understanding of equity plans and is excited to build and maintain scalable systems that support our employees and shareholders. Key Responsibilities: Administer Motional's equity program, comprised of private RSUs and stock options, including grant issuance, tracking grants, vesting, exercises, cancellations, deferred releases, and liquidity events (put right windows), ensuring accuracy, compliance and timeliness. Serve as a primary administrator of our equity management system (Shareworks) to maintain & update records, including grant agreements, and handling system audits. Support annual equity refresh and new hire grant programs, including grant guidelines, modeling, planning support and execution. Support employees with equity-related inquiries, education and communications, in partnership with the Total Rewards team and HR business partners. Assist with audits, modeling and board reporting related to equity compensation Facilitate onboarding/offboarding equity processes and related communications, and coordination with HRIS and Payroll Ensure compliance with internal policies and external regulations (e.g., IRS, SEC, ISO/NSO rules), knowing when to engage outside counsel Work cross-functionally with Legal, Finance, HR, and external counsel to align on equity-related matters Identify and implement opportunities to streamline, document, and scale equity operations in a growing environment. Qualifications: 3+ years of experience in equity administration, preferably with some experience in a private or venture-backed company Excellent attention to detail and strong organizational skills Strong understanding of equity types (NSOs, RSUs) and related tax and compliance considerations Proficiency with equity platforms such as Shareworks Comfortable working in fast-paced environments with recurring audits and multiple simultaneous processes Ability to handle sensitive information with confidentiality and discretion Strong communication skills, with the ability to explain equity topics to stakeholders Familiarity with deferred compensation, 409A and private company equity best practices a plus CEP Level I is a plus We encourage a hybrid schedule with in-office time at one of our locations in Boston or Pittsburgh to support collaboration. The salary range for this role is an estimate based on a wide range of compensation factors including but not limited to specific skills, experience and expertise, role location, certifications, licenses, and business needs. The estimated compensation range listed in this job posting reflects base salary only. This role may include additional forms of compensation such as a bonus or company equity. The recruiter assigned to this role can share more information about the specific compensation and benefit details associated with this role during the hiring process. Candidates for certain positions are eligible to participate in Motional's benefits program. Motional's benefits include but are not limited to medical, dental, vision, 401k with a company match, health saving accounts, life insurance, pet insurance, and more. Salary Range$109,000-$142,000 USD Motional is a driverless technology company making autonomous vehicles a safe, reliable, and accessible reality. We're driven by something more. Our journey is always people first. We aren't just developing driverless cars; we're creating safer roadways, more equitable transportation options, and making our communities better places to live, work, and connect. Our team is made up of engineers, researchers, innovators, dreamers and doers, who are creating a technology with the potential to transform the way we move. Higher purpose, greater impact. We're creating first-of-its-kind technology that will transform transportation. To do so successfully, we must design for everyone in our cities and on our roads. We believe in building a great place to work through a progressive, global culture that is diverse, inclusive, and ensures people feel valued at every level of the organization. Diversity helps us to see the world differently; it's not only good for our business, it's the right thing to do. Scale up, not starting up. Our team is behind some of the industry's largest leaps forward, including the first fully-autonomous cross-country drive in the U.S, the launch of the world's first robotaxi pilot, and operation of the world's longest-standing public robotaxi fleet. We're driven to scale; we're moving towards commercialization of our technology, and we need team members who are ready to embrace change and challenges. Formed as a joint venture between Hyundai Motor Group and Aptiv, Motional is fundamentally changing how people move through their lives. Headquartered in Boston, Motional has operations in the U.S and Asia. For more information, visit **************** and follow us on Twitter, LinkedIn, Instagram and YouTube. Motional AD Inc. is an EOE. We celebrate diversity and are committed to creating an inclusive environment for all employees. To comply with Federal Law, we participate in E-Verify. All newly-hired employees are queried through this electronic system established by the DHS and the SSA to verify their identity and employment eligibility.
    $109k-142k yearly Auto-Apply 4d ago
  • Senior Equity Analyst

    Motional

    Finance analyst job in Pittsburgh, PA

    We are looking for an organized and detail-oriented Equity Administrator to manage and scale our private equity program as we grow. This role is a critical part of our People team, supporting the full lifecycle of equity administration - from grant issuance to compliance, employee education, liquidity events and audits. The ideal candidate has a strong understanding of equity plans and is excited to build and maintain scalable systems that support our employees and shareholders. Key Responsibilities: Administer Motional's equity program, comprised of private RSUs and stock options, including grant issuance, tracking grants, vesting, exercises, cancellations, deferred releases, and liquidity events (put right windows), ensuring accuracy, compliance and timeliness. Serve as a primary administrator of our equity management system (Shareworks) to maintain & update records, including grant agreements, and handling system audits. Support annual equity refresh and new hire grant programs, including grant guidelines, modeling, planning support and execution. Support employees with equity-related inquiries, education and communications, in partnership with the Total Rewards team and HR business partners. Assist with audits, modeling and board reporting related to equity compensation Facilitate onboarding/offboarding equity processes and related communications, and coordination with HRIS and Payroll Ensure compliance with internal policies and external regulations (e.g., IRS, SEC, ISO/NSO rules), knowing when to engage outside counsel Work cross-functionally with Legal, Finance, HR, and external counsel to align on equity-related matters Identify and implement opportunities to streamline, document, and scale equity operations in a growing environment. Qualifications: 3+ years of experience in equity administration, preferably with some experience in a private or venture-backed company Excellent attention to detail and strong organizational skills Strong understanding of equity types (NSOs, RSUs) and related tax and compliance considerations Proficiency with equity platforms such as Shareworks Comfortable working in fast-paced environments with recurring audits and multiple simultaneous processes Ability to handle sensitive information with confidentiality and discretion Strong communication skills, with the ability to explain equity topics to stakeholders Familiarity with deferred compensation, 409A and private company equity best practices a plus CEP Level I is a plus We encourage a hybrid schedule with in-office time at one of our locations in Boston or Pittsburgh to support collaboration. The salary range for this role is an estimate based on a wide range of compensation factors including but not limited to specific skills, experience and expertise, role location, certifications, licenses, and business needs. The estimated compensation range listed in this job posting reflects base salary only. This role may include additional forms of compensation such as a bonus or company equity. The recruiter assigned to this role can share more information about the specific compensation and benefit details associated with this role during the hiring process. Candidates for certain positions are eligible to participate in Motional's benefits program. Motional's benefits include but are not limited to medical, dental, vision, 401k with a company match, health saving accounts, life insurance, pet insurance, and more. Salary Range$109,000-$142,000 USD Motional is a driverless technology company making autonomous vehicles a safe, reliable, and accessible reality. We're driven by something more. Our journey is always people first. We aren't just developing driverless cars; we're creating safer roadways, more equitable transportation options, and making our communities better places to live, work, and connect. Our team is made up of engineers, researchers, innovators, dreamers and doers, who are creating a technology with the potential to transform the way we move. Higher purpose, greater impact. We're creating first-of-its-kind technology that will transform transportation. To do so successfully, we must design for everyone in our cities and on our roads. We believe in building a great place to work through a progressive, global culture that is diverse, inclusive, and ensures people feel valued at every level of the organization. Diversity helps us to see the world differently; it's not only good for our business, it's the right thing to do. Scale up, not starting up. Our team is behind some of the industry's largest leaps forward, including the first fully-autonomous cross-country drive in the U.S, the launch of the world's first robotaxi pilot, and operation of the world's longest-standing public robotaxi fleet. We're driven to scale; we're moving towards commercialization of our technology, and we need team members who are ready to embrace change and challenges. Formed as a joint venture between Hyundai Motor Group and Aptiv, Motional is fundamentally changing how people move through their lives. Headquartered in Boston, Motional has operations in the U.S and Asia. For more information, visit **************** and follow us on Twitter, LinkedIn, Instagram and YouTube. Motional AD Inc. is an EOE. We celebrate diversity and are committed to creating an inclusive environment for all employees. To comply with Federal Law, we participate in E-Verify. All newly-hired employees are queried through this electronic system established by the DHS and the SSA to verify their identity and employment eligibility.
    $109k-142k yearly 9d ago
  • Corporate Finance Analyst

    Vets Hired

    Finance analyst job in Pittsburgh, PA

    The Corporate Finance Analyst plays a pivotal role within the finance department, providing analytical and operational support across a wide range of activities related to corporate debt, loan transactions, capital markets, and leasing. This position is ideal for a finance professional with a keen analytical mind, strong attention to detail, and an entrepreneurial spirit eager to work on complex transactions that drive financial strategy and growth. The analyst will interface closely with internal stakeholders, external lenders, and auditors, ensuring the organizations debt portfolio is managed efficiently and in full compliance with legal and financial obligations. Key Responsibilities Support capital markets transactions, execution of new loan agreements, and amendments to existing debt facilities. Assist in preparing presentations and recommendations for senior management regarding debt issuance, refinancing opportunities, and market conditions. Ensure ongoing compliance with all reporting obligations, financial covenants, and requirements related to debt agreements and capital market transactions. Produce regular internal and external reporting, including debt schedules, covenant calculations, and compliance certificates. Prepare and update borrowing base calculations for asset-based loans. Work closely with operations, accounting, and treasury teams to ensure data accuracy and timeliness. Support the management, execution, and tracking of leasing arrangements. Perform lease vs. buy analysis and provide insights to support decision-making on asset financing. Prepare periodic reports on the organizations debt and lease portfolios for management and external stakeholders. Participate in ad hoc financial modeling, scenario analysis, and special projects as directed by finance leadership. Assist in process improvement initiatives to streamline reporting, compliance, and transaction execution. Conduct market research and benchmarking analysis on capital structure trends and competitors financing strategies. Required Qualifications Bachelors degree in Finance, Accounting, Economics, or a related field; Masters degree or professional designations (CFA, CPA) are an asset. Minimum of 3 years of relevant experience. Solid understanding of corporate finance concepts and strong interest in debt instruments, loan agreements, capital markets, and lease accounting. Strong quantitative and analytical skills with advanced proficiency in Excel and financial modeling. Excellent organizational skills and attention to detail. Strong verbal and written communication abilities; capable of presenting complex information clearly to diverse audiences. Ability to manage multiple priorities, meet tight deadlines, and adapt to changing business needs. High level of integrity, discretion, and professionalism in handling confidential information. Preferred Skills and Competencies Experience participating in syndicated loan or capital market transactions. Working knowledge of asset-based lending, borrowing base methodology, and collateral management. Demonstrated problem-solving skills with the ability to work both independently and as part of a team. Proactive approach to identifying process improvements and efficiency opportunities. Strong sense of accountability and ownership of assigned projects and deliverables. Familiarity with credit ratings and their methodology. Working Place: Pittsburgh, Pennsylvania, United States Company : 2025 OCt 16th Virtual Fair - US Steel
    $66k-99k yearly est. 60d+ ago
  • Senior Investment Analyst

    Federated Hermes, Inc.

    Finance analyst job in Pittsburgh, PA

    * Bachelor's degree in business related field with accounting courses required; MBA and/or CFA required * Minimum of 5 years of investment analysis experience required. Exposure to High Yield credit analysis in the utilities, metals, mining, paper or transportation sectors preferred * Demonstrated understanding of financial modeling, valuation and financial statements analysis required * Willingness to collaborate with colleagues on evaluating issuer's sustainability objectives * Excellent research knowledge, analysis and decision-making skills required * Excellent written and oral communication skills * Advanced computer skills including proficiency with Microsoft Word and Excel, Bloomberg required MAJOR DUTIES: * Enthusiastically initiate, perform and maintain high-level fundamental analysis on issuers to assess suitability of credits for inclusion in the portfolios. The investment analysis will include financial statement analysis, financial modeling, competitor analysis as well as assessment of industry, regulatory and macroeconomic trends * Vigorously utilize fundamental analysis to formulate investment ideas and clearly articulate it to the portfolio managers, on a timely basis. This includes generating and diligently communicating value-added buy, sell and hold recommendations on individual credits and other relevant information to the portfolio managers * Independently and diligently seek research and remain apprised of company and industry trends. Sources include, but are not limited to, industry publications, public documents, annual reports, trade journals, interviews with management teams, and reviewing financial statements and earnings transcripts. * Maintain accurate and timely documentation of all research performed * Proactively participates in all research meetings HOURS/LOCATION: * 8:00 a.m. - 5:00 p.m. (Overtime as required) * Federated Hermes Tower * Hybrid EXPLANATORY COMMENTS: * Ability to work as a contributing member of a team * Excellent work ethic
    $92k-155k yearly est. 60d+ ago
  • Analyst - Financial

    Wesco 4.6company rating

    Finance analyst job in Pittsburgh, PA

    As a Financial Analyst, you will be responsible for the preparation, coordination, and documentation of forward-looking financial and business-related projects. You will prepare financial forecasts and/or reports and provide analytical support for an assigned area. You will identify trends and development and present findings to management. **Responsibilities:** + Prepares financial forecasts, analyses, and reports for assigned business unit management team. + Supports development of unit's annual budget, tracks and analyzes variances throughout the year. + Monitors progress toward objectives. + Provides analyses and recommendations based on financial data and other pertinent information. + Works with business managers to prepare sales commission documents and track results + Identifies issues and suggests courses of action, makes recommendations for improving operations, and resource allocation. + Works closely with other corporate and business unit resources to improve standardization and implements best practices. + Supports and directs implementation of operational improvements. + Serves as corporate finance's point of contact for assigned business unit(s). + Ensures compliance with policies and procedures. **Qualifications:** + Bachelors' Degree required + 2 years of financial analysis experience + GAAP, financial statements, internal controls, and SOX requirements + Strong overall business skills and common-sense approach to issues + Strong communication and presentation skills with ability to translate complex analytical data into easily understandable format + Strong teamwork, collaboration, and communication skills + Proficiency with Microsoft Office is required; intermediate Excel skills and familiarity with Power BI are preferred + Large information and accounting systems + Report writing experience is preferred _\#LI-RA1_ At Wesco, we build, connect, power and protect the world. As a leading provider of business-to-business distribution, logistics services and supply chain solutions, we create a world that you can depend on. Our Company's greatest asset is our people. Wesco is committed to fostering a workplace where every individual is respected, valued, and empowered to succeed. We promote a culture that is grounded in teamwork and respect. With a workforce of over 20,000 people worldwide, we embrace the unique perspectives each person brings. Through comprehensive benefits (**************************************************************************** and active community engagement, we create an environment where every team member has the opportunity to thrive. Learn more about Working at Wesco here (******************************************************************* and apply online today! Founded in 1922 and headquartered in Pittsburgh, Wesco is a publicly traded (NYSE: WCC) FORTUNE 500 company. _Wesco International, Inc., including its subsidiaries and affiliates ("Wesco") provides equal employment opportunities to all employees and applicants for employment. Employment decisions are made without regard to race, religion, color, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, or other characteristics protected by law. US applicants only, we are an Equal Opportunity Employer. _ _Los Angeles Unincorporated County Candidates Only: Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act._
    $65k-95k yearly est. 36d ago
  • Commercial Finance Analyst - Moon Township, PA

    Msccn

    Finance analyst job in Moon, PA

    ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers . If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps. Unless specifically stated otherwise, this role is "On-Site" at the location detailed in the job post. Eaton's ES AMER HQ division is currently seeking a Commercial Finance Analyst. The position can be based at our facility in Beachwood, Ohio, Moon TWP, PA, Waukesha, WI or Charlotte, NC. The position is eligible for a hybrid work setup. The expected annual salary range for this role is $83000 - $122000 a year. Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations. What you'll do: Eaton's finance organization is enhancing its capabilities through advanced processes, technologies, and talent development. Commercial Finance Professionals at Eaton collaborate with Sales & Marketing and Engineering R&D to drive profitable growth by leading revenue planning and product optimization. They focus on budgeting, forecasting, financial planning, assessing financial performance, identifying trends, and providing insights to optimize profitability and ensure compliance with financial regulations. This role involves close collaboration with sales and marketing teams to develop and execute revenue strategies. Essential Functions: • Initiate and oversee profitability management projects, analyzing various revenue streams to identify optimization opportunities. • Utilize data to influence cross-functional teams and build consensus. • Collaborate with Operations and Marketing teams leading finance input into SIOP process • Supervise the contract structuring process, ensuring terms are financially beneficial and align with company objectives. • Lead product optimization initiatives through rigorous financial analysis and market research to identify growth and improvement areas. • Perform comprehensive sales and incentives analysis to evaluate the performance and effectiveness of incentive programs. • Provide strategic advice on pricing strategies based on market trends, cost structures, and the competitive landscape. • Direct data review and analysis activities, ensuring the accuracy and integrity of financial information. • Manage the collection and dissemination of key financial data to relevant stakeholders. • Examine deals and contracts to assess their financial implications and offer recommendations for optimal outcomes. Qualifications: Basic Qualifications: Bachelor's degree from an accredited institution. Minimum 2 years in finance roles Eaton will not consider applicants for employment immigration sponsorship or support for this position. This means that Eaton will not support any CPT, OPT, or STEM OPT plans, F-1 to H-1B, H-1B cap registration, O-1, E-3, TN status, I-485 job portability, etc. No relocation benefit is being offered for this position. Only candidates within a 50-mile radius of the work location will be considered. Active-Duty Military Service member candidates are exempt from the geographical area limitation Preferred Qualifications: Experienced in interpreting and presenting complex data for actionable insights Experience leading and developing global teams in a matrixed organization Bachelor's degree in Finance, Accounting from an accredited institution Experience with financial modeling Position Criteria: Proven success collaborating with sales and marketing teams to boost revenue and profitability Ability to explain financial concepts to non-finance stakeholders Proficient with financial analysis tools and systems Detail-oriented with high accuracy in financial reporting and analysis
    $83k-122k yearly 12d ago
  • Principal Financial Analyst

    Cmu

    Finance analyst job in Pittsburgh, PA

    Position Overview: As a Principal Financial Analyst at the Software Engineering Institute (SEI), you will play a critical role in managing and guiding financial activities that support the Institute's mission as a federally funded research and development center (FFRDC) sponsored by the U.S. Department of Defense. This position combines hands-on financial analysis with team leadership responsibilities, ensuring the accuracy, compliance, and strategic value of SEI's financial operations. You will lead a small team of financial analysts, collaborate with program directors and technical staff, and serve as a key liaison between SEI's financial planning team, program leadership, and Carnegie Mellon University's central finance offices. This position is based onsite 5 days per week at the SEI's facility in Pittsburgh, PA. Key Responsibilities: Financial Analysis and Reporting: Oversee and perform in-depth financial analyses, including variance analysis, rate projections, and key performance indicators. Prepare, review, and present regular financial reports and dashboards for SEI senior management and stakeholders, highlighting key trends, risks, and recommendations. Budgeting and Forecasting: Lead the annual budgeting and forecasting process for assigned programs, partnering with program directors and managers to ensure accurate projections and financial alignment. Manage the full financial lifecycle from initial budget development through execution, monitoring, and closeout. Financial Planning and Strategy: Develop and maintain long-term financial plans that align with SEI's strategic and operational objectives. Provide data-driven insights and financial guidance to senior leadership to inform strategic decisions and resource allocation. Team Leadership and Development: Supervise and mentor a team of financial analysts, setting priorities, reviewing work, and fostering professional development. Promote a culture of accuracy, accountability, and collaboration across the financial team. Compliance and Risk Management: Ensure adherence to OMB Uniform Guidance (2 CFR 200), Cost Accounting Standards (CAS), Federal Acquisition Regulation (FAR), and SEI contract requirements. Monitor expenditures and cost allocations to ensure compliance with sponsor regulations, federal guidelines, and institutional policy. Identify and mitigate financial risks through proactive analysis and control processes. Stakeholder Collaboration and Communication: Partner with internal stakeholders across program, contracts, and accounting functions to ensure coordinated financial management. Translate complex financial information into clear, actionable insights for technical and non-financial audiences. Process Improvement and Systems Optimization: Identify opportunities to improve financial processes and reporting through automation, standardization, and systems enhancements. Contribute to ERP and financial system upgrades or integrations to support evolving business needs. Audit and Oversight Support: Coordinate team responses to internal and external audit requests. Develop and monitor corrective action plans as necessary. Qualifications: Bachelor's degree in Finance, Accounting, Business Administration, or a related field. Minimum of 5 years of progressively responsible experience in financial analysis, budgeting, or forecasting - ideally within a research, nonprofit, higher education, or FFRDC environment. Demonstrated leadership experience with direct supervision or mentorship of financial staff. Advanced analytical and problem-solving skills with deep understanding of financial management principles. Strong proficiency in Excel and experience with enterprise financial systems (e.g., Oracle, Workday, etc.). You will be subject to a background investigation and must be eligible to obtain and maintain a Department of Defense security clearance. Personal Attributes: Strong attention to detail, accuracy, and integrity. Excellent interpersonal and communication skills, with the ability to collaborate effectively across technical and administrative teams. Strategic thinker who can balance day-to-day operational needs with long-term planning. Adaptable and resilient in a mission-driven, compliance-oriented environment. Joining the CMU team opens the door to an array of exceptional benefits. Benefits eligible employees enjoy a wide array of benefits including comprehensive medical, prescription, dental, and vision insurance as well as a generous retirement savings program with employer contributions. Unlock your potential with tuition benefits, take well-deserved breaks with ample paid time off and observed holidays, and rest easy with life and accidental death and disability insurance. Additional perks include a free Pittsburgh Regional Transit bus pass, access to our Family Concierge Team to help navigate childcare needs, fitness center access, and much more! For a comprehensive overview of the benefits available, explore our Benefits page. At Carnegie Mellon, we value the whole package when extending offers of employment. Beyond credentials, we evaluate the role and responsibilities, your valuable work experience, and the knowledge gained through education and training. We appreciate your unique skills and the perspective you bring. Your journey with us is about more than just a job; it's about finding the perfect fit for your professional growth and personal aspirations. Are you interested in an exciting opportunity with an exceptional organization?! Apply today! Location Pittsburgh, PA Job Function Financial Planning, Analysis, Accounting and Reporting Position Type Staff - Regular Full Time/Part time Full time Pay Basis Salary More Information: Please visit “Why Carnegie Mellon” to learn more about becoming part of an institution inspiring innovations that change the world. Click here to view a listing of employee benefits Carnegie Mellon University is an Equal Opportunity Employer/Disability/Veteran. Statement of Assurance
    $54k-83k yearly est. Auto-Apply 11d ago
  • Principal Financial Analyst

    CMU Software Engineering Institute

    Finance analyst job in Pittsburgh, PA

    Position Overview: As a Principal Financial Analyst at the Software Engineering Institute (SEI), you will play a critical role in managing and guiding financial activities that support the Institute's mission as a federally funded research and development center (FFRDC) sponsored by the U.S. Department of Defense. This position combines hands-on financial analysis with team leadership responsibilities, ensuring the accuracy, compliance, and strategic value of SEI's financial operations. You will lead a small team of financial analysts, collaborate with program directors and technical staff, and serve as a key liaison between SEI's financial planning team, program leadership, and Carnegie Mellon University's central finance offices. This position is based onsite 5 days per week at the SEI's facility in Pittsburgh, PA. Key Responsibilities: Financial Analysis and Reporting: * Oversee and perform in-depth financial analyses, including variance analysis, rate projections, and key performance indicators. * Prepare, review, and present regular financial reports and dashboards for SEI senior management and stakeholders, highlighting key trends, risks, and recommendations. Budgeting and Forecasting: * Lead the annual budgeting and forecasting process for assigned programs, partnering with program directors and managers to ensure accurate projections and financial alignment. * Manage the full financial lifecycle from initial budget development through execution, monitoring, and closeout. Financial Planning and Strategy: * Develop and maintain long-term financial plans that align with SEI's strategic and operational objectives. * Provide data-driven insights and financial guidance to senior leadership to inform strategic decisions and resource allocation. Team Leadership and Development: * Supervise and mentor a team of financial analysts, setting priorities, reviewing work, and fostering professional development. * Promote a culture of accuracy, accountability, and collaboration across the financial team. Compliance and Risk Management: * Ensure adherence to OMB Uniform Guidance (2 CFR 200), Cost Accounting Standards (CAS), Federal Acquisition Regulation (FAR), and SEI contract requirements. * Monitor expenditures and cost allocations to ensure compliance with sponsor regulations, federal guidelines, and institutional policy. * Identify and mitigate financial risks through proactive analysis and control processes. Stakeholder Collaboration and Communication: * Partner with internal stakeholders across program, contracts, and accounting functions to ensure coordinated financial management. * Translate complex financial information into clear, actionable insights for technical and non-financial audiences. Process Improvement and Systems Optimization: * Identify opportunities to improve financial processes and reporting through automation, standardization, and systems enhancements. * Contribute to ERP and financial system upgrades or integrations to support evolving business needs. Audit and Oversight Support: * Coordinate team responses to internal and external audit requests. * Develop and monitor corrective action plans as necessary. Qualifications: * Bachelor's degree in Finance, Accounting, Business Administration, or a related field. * Minimum of 5 years of progressively responsible experience in financial analysis, budgeting, or forecasting - ideally within a research, nonprofit, higher education, or FFRDC environment. * Demonstrated leadership experience with direct supervision or mentorship of financial staff. * Advanced analytical and problem-solving skills with deep understanding of financial management principles. * Strong proficiency in Excel and experience with enterprise financial systems (e.g., Oracle, Workday, etc.). * You will be subject to a background investigation and must be eligible to obtain and maintain a Department of Defense security clearance. Personal Attributes: * Strong attention to detail, accuracy, and integrity. * Excellent interpersonal and communication skills, with the ability to collaborate effectively across technical and administrative teams. * Strategic thinker who can balance day-to-day operational needs with long-term planning. * Adaptable and resilient in a mission-driven, compliance-oriented environment. Location Pittsburgh, PA Job Function Financial Planning, Analysis, Accounting and Reporting Position Type Staff - Regular Full time/Part time Full time Pay Basis Salary More Information: * Please visit "Why Carnegie Mellon" to learn more about becoming part of an institution inspiring innovations that change the world. * Click here to view a listing of employee benefits * Carnegie Mellon University is an Equal Opportunity Employer/Disability/Veteran. * Statement of Assurance
    $54k-83k yearly est. Auto-Apply 10d ago
  • Financial Analyst III - Inventory Accounting Group, Controllership

    Invitrogen Holdings

    Finance analyst job in Pittsburgh, PA

    At Thermo Fisher Scientific, our Finance teams are important to our business and functional teams to make educated, sound decisions that drive our Mission and make us a stable and trusted industry leader. From Financial Planning & Analysis, Tax, Treasury, Financial Reporting, Audit, Investor Relations, Strategy & Corporate Development to Accounting, our Finance functions have a diverse and global presence, providing significant opportunities to develop outstanding career experiences and perspectives. Ranked #95 on the 2021 Fortune 500 list and with revenues of more than $40 billion, you'll discover endless opportunities to grow a rewarding career as part of the world leader serving science. Location/Division Specific Information This position is in Pittsburgh, PA supporting the Customer Channels Group (CCG) Business as a Shared Service Function in the Finance team. Discover Impactful Work: Our Accounting function provides financial oversight and support for our fast-paced operations team. By leading activities such as budgeting, forecasting, month-end close and reporting. You will work with a broad number of internal and external business partners. A day in the Life: Completing closing activities and help ensuring accurate reporting in the monthly closing process. Analyze transactional / operational data, recommend accruals to ensure accurate reporting. Review monthly transactional details and identify the key factors driving variances to AOP and Forecast. Collaborate with business partners to correct transactional errors, improve processes, and understand and generate key assumptions affecting the financials. Develop, standardize, and improve regular analyses and reports to share business and financial insights, and support monthly /quarterly /annual forecasting and budgeting process (i.e. support MBR, QBR, AOP, etc.). Develop process improvements through use of automation and AI technologies Education Bachelor's degree in Accounting, Finance, Economics, or Business-related field Experience 3 years relevant working experience Prior experience in a large global company and highly matrixed organization Excellent skills with MS Excel are required; AI, UIPath, Oracle, HFM/CMR, Power BI, Cognos, and SQL are preferred Knowledge, Skills, Abilities Effective verbal and written communication skills, able to summarize and present information in a concise and effective manner Attention to detail and consistently delivering high quality work; ability to learn quickly, and multi-task in deadline driven environment Self-motivated, higher level of flexibility and strong work ethic with the goal to get the job done Benefits We offer competitive remuneration, annual incentive plan bonus, healthcare, and a range of employee benefits. Thermo Fisher Scientific offers employment with an innovative, forward-thinking organization, and outstanding career and development prospects. We offer an exciting company culture that stands for integrity, intensity, involvement, and innovation!
    $49k-67k yearly est. Auto-Apply 53d ago
  • Financial Analyst

    Armada 3.9company rating

    Finance analyst job in Pittsburgh, PA

    Exciting News - We're Moving! As part of our continued growth and our commitment to fostering an exceptional, collaborative work environment, we're thrilled to announce that our office will be relocating to a brand-new building at 2000 Innovation Drive, Wexford PA 15090 at the end of the year. In the meantime, hybrid employees will continue working from our current location at RIDC - O'Hara until the transition is complete. We're excited about this next chapter and look forward to welcoming new team members to our growing organization! Overview A successful candidate in this role will be responsible for providing business planning, forecasting, and analytical support for assigned Armada National Accounts businesses. The candidate will also focus on transactions and details and must be process-oriented. Advanced PC and financial systems knowledge with the ability to adapt to a continuously changing work environment are essential. In addition to a solid accounting acumen, the analyst is a self-directed problem solver who interacts well with others. Lastly, the candidate must be able to participate and collaborate with others both inside and outside of the finance department to ensure compliance with required accounting controls and reporting requirements. Job Responsibilities: Prepare Armada's National Accounts monthly consolidated financial statements and various monthly financial reporting packages Analyze results, perform variance analysis, identify trends, and make recommendations for improvements Assist with preparation of financial forecasts for account management and executive team Support the development of National Accounts annual financial plan Serves as point of contact for Armada's operational support and accounting teams Work closely with other corporate and business unit resources to improve standardization and implement best practices Complete ad hoc analyses and support projects related to National Accounts Assist in the development and analysis of client metrics, measures, and KPIs that result in greater financial visibility and accountability Adhere to finance policies, procedures and internal controls Ability to effectively communicate verbally and in writing throughout all levels of the company Education Minimum - BS/BA Degree in Accounting / Finance Preferred - Candidates with a MBA and / or CPA (active or inactive) Work Experience 2-4 years of experience in public accounting (“Big 4” or regional) or private industry Supply chain, distribution, inventory, and/or logistics experience is preferred Desired Skills and Experience Strong knowledge of US GAAP and general accounting Experience in general ledger accounting and reporting Transaction oriented with detailed understanding of financial process flows ERP general ledger experience preferred (JD Edwards 9.0) Proficient with Microsoft Office applications with an emphasis on Excel and PowerPoint Self-motivated and results-oriented Ability to work effectively in a team environment Strong problem solving and analytical skills Other Position is headquartered in RIDC Park, Pittsburgh, PA at Armada Supply Chain Solutions corporate headquarters Occasional and infrequent business travel to operational sites and/or client's offices may occur
    $57k-86k yearly est. 26d ago
  • Financial Analyst

    Troy Group 3.7company rating

    Finance analyst job in Canonsburg, PA

    We are seeking a highly motivated and experienced Financial Analyst with manufacturing industry experience. The ideal candidate has a strong understanding of manufacturing processes, cost accounting, and ERP systems. Netsuite experience is a plus. Key Responsibilities: Develops a deep understanding of business drivers at both the product and overall enterprise levels. Oversees cost accounting initiatives, including tracking production costs, material usage, and overhead allocation. Collaborates with various teams to gather, validate, and analyze financial data. Develop and maintains financial models and tools to support business performance and decision-making. Prepares detailed reports and presentations to communicate financial performance and business insight to senior leadership. Assists in the financial planning process, including budgeting, forecasting, and long-term financial planning. Plays a key role in supporting growth, efficiency, and value-maximizing initiatives. Requirements: Advanced Excel - pivot tables, VLOOKUP's, macro's, etc. Power Point for presentations Power BI NetSuite Analytic (a plus) Shopify (a plus) Expert-level analytical and financial modeling skills Strategic thinking but attention to detail Great presentation skills and professionalism Ability to influence and persuade Excellent time management and organizational ability Ability to multitask and meet constant deadlines
    $52k-84k yearly est. 60d+ ago
  • Financial Analyst, Financial Planning & Analysis

    Servicelink, a Black Knight Company 4.7company rating

    Finance analyst job in Moon, PA

    Are you an experienced Finance professional looking for a challenging new career opportunity which will allow you to drive impact through collaboration with colleagues within the Financial Planning & Analysis Department? If so, ServiceLink, a leader in the mortgage industry, invites you to apply for the opening of Financial Analyst, a position which carries the responsibility of supporting organizational leaders in understanding and reporting their operational metrics. If you are passionate about business intelligence and thrive on the force it can have within a growing business, you could be a highly valuable asset to ServiceLink, a dynamic company committed to providing on-going training and supporting career advancement. A DAY IN THE LIFE In this role, you will… * Be responsible for providing accurate and efficient reporting; analytics of actual and forecasted financials; preparation of annual budgets as well as other ad hoc analytics and reporting. * Prepare monthly, quarterly, and yearly budget and forecasts as well as other ad hoc analytics and reporting. * Provide analytics necessary to help business leaders manager their business units efficiently. * Provide detailed comparisons and variance analytics Vs baseline financials. WHO YOU ARE You possess … * BS/BA degree in Finance/Accounting required. * 1 to 3 years of experience in Financial Planning and Analysis. * Strong organizational and decision-making skills. * Exceptional interpersonal/communication and business partnering skills. Responsibilities * Support Finance and Senior Operational Leadership enterprise wide, with a specific focus on profitability * Develop forecasting models by business unit/client/product to be able to put together highly granular forecasts. * Participate in monthly, quarterly, and yearly budget and forecast development. * Provide detailed comparisons and variance analytics vs. baseline financials (i.e. budget, forecast, etc.). * Prepare and review Executive Level presentations on monthly and quarterly financial performance and initiatives. * Develop methodologies, dashboards, and models for Operational metric budgeting and reporting. * Produce ad hoc analysis and reports for executive management team. * Analyze business opportunities, research industry, market and company trends. * Identify, analyze, and lead productivity initiatives including, sourcing, integration, and automation. * Participate in the monthly quarterly and quarterly financial close process. * Perform all other duties assigned. Qualifications * BS/BA degree in Finance/Accounting * 1-3 Years of experience in a Financial Planning & Analysis or related role. * Experience in Financial Services preferred. * MS Office Suite; advanced understanding of Excel and modeling (required). * Experience working with large datasets is a plus. * Oracle GL or similar accounting GL understanding. * Experience with a financial reporting tool. * BI experience is a plus (Power BI, SQL, etc.) Responsibilities - Support Finance and Senior Operational Leadership enterprise wide, with a specific focus on profitability - Develop forecasting models by business unit/client/product to be able to put together highly granular forecasts. - Participate in monthly, quarterly, and yearly budget and forecast development. - Provide detailed comparisons and variance analytics vs. baseline financials (i.e. budget, forecast, etc.). - Prepare and review Executive Level presentations on monthly and quarterly financial performance and initiatives. - Develop methodologies, dashboards, and models for Operational metric budgeting and reporting. - Produce ad hoc analysis and reports for executive management team. - Analyze business opportunities, research industry, market and company trends. - Identify, analyze, and lead productivity initiatives including, sourcing, integration, and automation. - Participate in the monthly quarterly and quarterly financial close process. - Perform all other duties assigned.
    $64k-91k yearly est. Auto-Apply 17d ago
  • Senior Equity Analyst

    Motional

    Finance analyst job in Pittsburgh, PA

    We are looking for an organized and detail-oriented Equity Administrator to manage and scale our private equity program as we grow. This role is a critical part of our People team, supporting the full lifecycle of equity administration - from grant issuance to compliance, employee education, liquidity events and audits. The ideal candidate has a strong understanding of equity plans and is excited to build and maintain scalable systems that support our employees and shareholders. Key Responsibilities: * Administer Motional's equity program, comprised of private RSUs and stock options, including grant issuance, tracking grants, vesting, exercises, cancellations, deferred releases, and liquidity events (put right windows), ensuring accuracy, compliance and timeliness. * Serve as a primary administrator of our equity management system (Shareworks) to maintain & update records, including grant agreements, and handling system audits. * Support annual equity refresh and new hire grant programs, including grant guidelines, modeling, planning support and execution. * Support employees with equity-related inquiries, education and communications, in partnership with the Total Rewards team and HR business partners. * Assist with audits, modeling and board reporting related to equity compensation * Facilitate onboarding/offboarding equity processes and related communications, and coordination with HRIS and Payroll * Ensure compliance with internal policies and external regulations (e.g., IRS, SEC, ISO/NSO rules), knowing when to engage outside counsel * Work cross-functionally with Legal, Finance, HR, and external counsel to align on equity-related matters * Identify and implement opportunities to streamline, document, and scale equity operations in a growing environment. Qualifications: * 3+ years of experience in equity administration, preferably with some experience in a private or venture-backed company * Excellent attention to detail and strong organizational skills * Strong understanding of equity types (NSOs, RSUs) and related tax and compliance considerations * Proficiency with equity platforms such as Shareworks * Comfortable working in fast-paced environments with recurring audits and multiple simultaneous processes * Ability to handle sensitive information with confidentiality and discretion * Strong communication skills, with the ability to explain equity topics to stakeholders * Familiarity with deferred compensation, 409A and private company equity best practices a plus * CEP Level I is a plus We encourage a hybrid schedule with in-office time at one of our locations in Boston or Pittsburgh to support collaboration.
    $83k-128k yearly est. Auto-Apply 6d ago
  • Senior Investments Operations Analyst

    Vets Hired

    Finance analyst job in Pittsburgh, PA

    The Senior Investment Operations Analyst is responsible for executing and overseeing a wide range of investment operations functions, including transaction processing, reconciliation, custodian and manager communications, investment reporting, compliance activities, and support for audits and special projects. This role ensures operational efficiency and accuracy across public and private market investments while upholding high ethical standards. Key Responsibilities: Daily Cash Flow Management Monitor, process, and reconcile daily cash flows. Ensure sufficient liquidity to meet daily financial obligations. Custodian Relationship Management Manage daily interactions with custodians and process trades through custody platforms. Oversee cash flows (fees, trades, settlements). Coordinate market openings and related documentation. Track compliance with investment manager guidelines. Reconciliation & Reporting Perform reconciliations and resolve discrepancies. Update performance and market values in portfolio management systems. Track and reconcile month-end performance data with custodians, managers, and consultants. Manage reporting of fees, investment data, and custom templates for private markets. Private Market Reporting Coordinate quarterly reporting and valuations for private market investments. Complete subscription documents for new private investments. Monitor compliance and prepare regulatory reports, including Form 5500 Schedule C. Tax, Audit, and Accounting Support Assist with state and federal tax payments and filings. Support audits, financial reporting, and documentation requirements. Prepare tax reclaims and filings for regulatory agencies. Investment Onboarding Lead Know Your Customer (KYC) and onboarding processes. Open new accounts with custodians and maintain documentation. Coordinate trust and ERISA document reviews. Operational Efficiency Design and implement systems to streamline processes. Facilitate communication with internal and external stakeholders. Due Diligence and Compliance Conduct due diligence and compliance reviews of vendors and investment managers. Monitor compliance with investment policy statements. Assist with diligence for public and private investments. Values & Abilities: Proactive, detail-oriented, and adaptable. Strong ethical standards and integrity. Effective communicator, analytical thinker, and problem solver. Team-oriented, accountable, and committed to continuous improvement. Requirements: 35 years of experience in investment operations. Strong knowledge of investment accounting, transactions, and performance measurement. Minimum of 3 years of experience with custody platforms. Proficiency with eVestment, eFront, and advanced Microsoft Excel. Experience completing private market subscription documents. Bachelors degree in finance, accounting, economics, or related field preferred. Strong academic and professional track record with demonstrated integrity and judgment. Working Place: Pittsburgh, Pennsylvania, United States Company : 2025 OCt 16th Virtual Fair - US Steel
    $92k-155k yearly est. 60d+ ago

Learn more about finance analyst jobs

How much does a finance analyst earn in Pittsburgh, PA?

The average finance analyst in Pittsburgh, PA earns between $44,000 and $101,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.

Average finance analyst salary in Pittsburgh, PA

$67,000

What are the biggest employers of Finance Analysts in Pittsburgh, PA?

The biggest employers of Finance Analysts in Pittsburgh, PA are:
  1. Thermo Fisher Scientific
  2. Invitrogen Holdings
  3. Carnegie Mellon University
  4. United States Steel
  5. WESCO Distribution
  6. Armada Corp.
  7. Federated Hermes, Inc.
  8. The Work
  9. Pittsburgh Theological Seminary
  10. Deloitte
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