Finance analyst jobs in Stony Brook, NY - 766 jobs
All
Finance Analyst
Corporate Finance Analyst
Financial Analyst Internship
Senior Investment Analyst
Finance Quantitative Analyst
Finance Planning Analyst
Trade Analyst
Finance Systems Analyst
Investment Banking Analyst
Junior IS Analyst
Revenue Analyst
Finance Internship
Finance Systems Senior Analyst
QXO
Finance analyst job in Greenwich, CT
Reports to: VP Consolidations & Finance Systems
Job Type: Full-Time
As a Finance Systems Senior Analyst at QXO, you'll play a key role in the implementation, testing, validation, reconciliation and maintenance around all data flows across our Oracle Cloud Suite along with a focus in helping to administer our EPM system including Oracle FCCS / EDMCS.
What you'll do:
Serve as a key member of the finance systems team with primary focus in our EPM space but will also play a key role in assisting with the implementation of Oracle Fusion subledgers along with the validation and testing of key data flow across Oracle Cloud.
Execute extensive User Acceptance Testing (UAT) by assisting with test plan design, writing structured test scripts, validating accounting data flows, identifying defects, and partnering with the implementation team to ensure accurate and compliant data flows.
Assists with Oracle Cloud EPM administration including FCCS and EDMCS.
Administer monthly operational processes across the Oracle Cloud EPM Suite, including user provisioning (adds/changes/deletes) for Oracle EDMCS, FCCS, and related modules in accordance with SOX requirements and role-based access controls.
Assist with metadata management within EDMCS, including coordinating metadata changes, maintaining hierarchies, and overseeing mapping governance to ensure consistency across Fusion, FCCS, reporting, and downstream analytics.
Support finance EPM stakeholders with reporting solutions, metadata requests, mapping updates, and issue resolution related to close, consolidation, and financial data integrity.
Own and execute SOX controls relating to all of the above duties.
Troubleshoot and resolve financial systems issues, data breaks, and reporting discrepancies across Fusion, Data Management, FCCS, and related financial tools-partnering with IT on root-cause analysis and long-term fixes.
What you'll bring:
Strong desire / drive to leverage cutting edge Finance Technologies and data management to provide timely and accurate financial reporting
Strong background in EPM financial systems (EDMCS / FCCS), finance data management including chart of accounts , metadata management and EPM Administration.
Solid understanding of accounting principles - while this role is largely data and systems based the candidate should have a solid understanding of how accounting data flows through ERP / EPM systems-with a demonstrated commitment to data integrity across financial systems. As such ideal candidates will likely have some accounting experience / accounting education.
Hands-on experience in the Oracle EPM area particularly around establishing financial data flows (particularly between EDMCS and all Oracle Systems for metadata and then between Oracle Fusion, Data Manager and FCCS), and validating and reconciling these data flows.
Prior experience executing UAT plans that test data integrity across end-to-end accounting flows-ideally across modules such as AP, AR, Inventory, Costing, FA, Projects, and Order Management.
Strong technical aptitude in data management, process automation, and identifying efficiencies across financial systems and operational workflows.
A collaborative, problem-solving mindset with the ability to partner effectively with finance stakeholders, IT, and cross-functional project teams.
Most important skill set is the ability and desire to work with massive blocks of data and have the desire and ability to compare it to other data sets, validate, cleanse and reconcile it.
What you'll earn:
401(k) with employer match
Medical, dental, and vision insurance
PTO, company holidays, and parental leave
Paid training and certifications
Legal assistance and identity protection
Pet insurance
Employee assistance program (EAP)
About the company
QXO is the largest publicly traded distributor of roofing, waterproofing, and complementary building products in the United States. The company aims to become the tech-enabled leader in the $800 billion building products distribution industry and generate outsized value for shareholders. QXO is targeting $50 billion in annual revenues within the next decade through accretive acquisitions and organic growth.
QXO is an Equal Opportunity Employer.
We value diversity and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other protected status.
To comply with Pay Transparency laws, employers must disclose an annual salary range. Actual offers depend on factors such as location, experience, skills, and market data. This position may also offer variable compensation.
$69k-97k yearly est. 3d ago
Looking for a job?
Let Zippia find it for you.
National Foodservice Trade Analyst
Collabera 4.5
Finance analyst job in White Plains, NY
Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs.
Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence.
Job Description
Summary: • The National Foodservice Trade Analyst role is responsible for providing control and compliance monitoring as well as tracking, execution and compliance of Foodservice contractual commitments. • The role also provides approval points and analysis against accounts to ensure proper and adequate customer service support to customers and field sales. • This role will support existing (and any new) National Account customer base as it relates to contract funding and volume reporting. • The role will interface with and support both Sales and Planning.
Qualifications
Major Tasks, Key Responsibilities and Key Accountabilities: - • Review and approve the set up and maintenance of all contract funding components • Monitor accruals and advances each period to ensure proper accounting is maintained • Execution of all contract funding components. • This includes entering in the contracts into EPM payment system and maintaining the contract throughout the term • Ensure contract elements are entered in accordance with contract term and in accordance with PCNA accounting policy for competitive defense expenses • Ensure accruals are established and advances are recorded using the accounting policy threshold to determine accounting treatment • Assist with improving SOX controls and supporting the documentation and review process associated with internal controls • Coordinate requests with the external/internal auditors and manage the flow of information and documentation • Work with Sales Managers to ensure compliance criteria is met and updated in contract management system for payments. • Ensure compliance updates are performed against volume reporting, brand purchasing and program execution • Proactively monitor volume reporting and work with Sales and other functions to ensure proper corrections are implemented • Ensure customer funding payments are made within terms
Additional Information
If interested, feel free to contact me:
Nirav Patel,
Technical Recruiter
Email: *****************************
phone: ************
$72k-102k yearly est. Easy Apply 60d+ ago
Corporate Financial Analyst
Altus Power Inc.
Finance analyst job in Stamford, CT
About Altus Power Altus Power is a national leader in clean energy, generating renewable power where it's needed most. Based in Stamford, Connecticut, we develop, own and operate solar energy systems, battery storage and electric vehicle charging from coast-to-coast. Altus transforms underutilized spaces, like warehouse rooftops, parking canopies and brownfields, into productive clean energy assets. Since 2009, Altus has grown to own and operate more than 1 gigawatt of solar producing projects across 25 states, serving more than 500 enterprises and more than 36,000 community solar subscribers.
In April 2025, Altus Power closed a partnership with TPG Rise Climate Transition Infrastructure, an investor that shares our long-term vision for bringing renewable, reliable local power to communities, businesses and households faster, helping to power a cleaner, brighter future for everyone. Our ability to scale is backed by strategic partnerships with industry leaders like Blackstone and Goldman Sachs and we are well-capitalized to drive growth in markets with supportive clean energy policies.
We are proud to offer a dynamic and collaborative workplace where passionate, mission-driven professionals can thrive while helping to power a cleaner future.
About the Position
The Corporate FinancialAnalyst is responsible for supporting strategic financial planning and analysis across the organization. This role involves forecasting, budget-to-actual analysis, stakeholder reporting, and expense analysis to identify cost-saving opportunities. The analyst will report to the Senior Associate of Corporate Finance and collaborate closely with the CEO and cross-functional teams including Investment, Accounting, and Technical departments. This position is essential for delivering financial insights that drive informed decision-making and operational efficiency.
Key Responsibilities
1. Financial Forecasting & Planning
* Develop and maintain financial models to support forecasting, budgeting, and long-term planning.
* Assist in strategic financial planning initiatives and scenario analysis.
2. Budget-to-Actual Analysis
* Perform budget-to-actual variance analysis and deliver actionable insights to stakeholders.
* Identify trends and anomalies in financial performance and recommend corrective actions.
3. Stakeholder Reporting
* Prepare monthly and quarterly financial reports for internal and external stakeholders.
* Support the development of presentations for executive leadership and board meetings.
4. Expense Analysis & Cost Optimization
* Analyze operating and capital expenses to identify cost-saving opportunities and efficiency improvements.
* Collaborate with departments to implement cost control measures.
5. Model Validation & Valuation
* Dive through and audit financial models to gather an understanding of assumptions driving valuation.
* Collaborate with members of the Investments and Structured Finance team to understand on a deep level the individual projects/portfolios.
* Assist in corporate roll up to consolidated financials
6. Cross-Functional Collaboration
* Work closely with the CEO and teams in Investment, Accounting, and Technical departments to gather data and understand key business drivers.
* Provide financial insights and support for cross-departmental initiatives.
7. Ad Hoc Analysis & Strategic Support
* Support ad hoc financial analysis for strategic initiatives, including new project evaluations and investment decisions.
* Ensure accuracy and integrity of financial data and reporting systems.
Skills and Qualifications:
Education
* Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA a plus.
Experience
* 2-4 years of experience in corporate finance, FP&A, or investment analysis.
Technical Skills
* Strong proficiency in Excel and financial modeling; experience with ERP systems and BI tools preferred.
* Excellent analytical, problem-solving, and communication skills.
Key Competencies
* Ability to work independently and collaboratively in a fast-paced environment.
* Detail-oriented with a proactive approach to financial analysis.
* Passion for renewable energy and sustainability is a plus.
Work Life at Altus
Our team is the asset we are most proud of. We aim to create a positive work-life balance.
Here are a few of the benefits we offer:
* Competitive compensation
* Health and Dental Insurance (100% of premium paid of Company's standard policy)
* Participation in 401k Plan
* Paid cell phone service on Company's plan
* Company paid lunch in the office
* Company paid membership to building gym
* Two monthly work from home days
Altus is unequivocally committed to the principles of equal employment.
$64k-96k yearly est. 56d ago
Head of FX Quantitative Strategy (USA)
Trexquant Investment 4.0
Finance analyst job in Stamford, CT
Job Description
We are looking for a senior FX professional to develop and lead a quantitative FX Strategy at Trexquant. In this role, you will be responsible for developing strategies and building out a team for researching, implementing, and trading profitable FX based strategies within our core product. Your work will integrate FX as an asset class in our proven quantitative processes and significantly expand our tradable universe, profitability, and competitive edge.
Responsibilities
Identify data useful for building and backtesting proposed FX trading strategies then build pipelines to feed these datasets into our research and trading platforms.
Work with the development team to improve accuracy, robustness, and speed of our platform in simulating and trading FX based strategies.
Develop FX based trading strategies and partner with the executions team to optimize execution of strategies, harmonizing with existing investments and asset classes.
Partner with the risk team to establish monitoring and controls for FX specific risk exposures as well as risk allocation among our incumbent strategies.
Build out and lead the FX Strategy Team to continually add, enhance and monitor FX alphas for the ongoing profitability and scale of the team's strategies.
Regularly present to senior management to collaborate and align quantitative FX research with overall trading and investment strategies.
Requirements
Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields.
5+ years of experience in researching and trading quantitative FX based strategies.
Experience managing or leading a team of quant researchers.
Strong quantitative skills.
Proficiency in Python.
Benefits
Competitive salary, plus bonus based on individual and company performance.
Collaborative, casual, and friendly work environment while solving the hardest problems in the financial markets.
PPO Health, dental and vision insurance premiums fully covered for you and your dependents.
Trexquant is an Equal Opportunity Employer
$81k-123k yearly est. 15d ago
Senior Investment Analyst
New York Power Authority 4.0
Finance analyst job in White Plains, NY
The Senior Investment Analyst within NYPA's Enterprise Portfolio Management Office (EPMO) plays a pivotal role in guiding and optimizing NYPA's investment strategy through comprehensive financial modeling, analysis, and decision support. This role involves developing and maintaining financial models to assess the potential returns, risks, and impacts of various investments, ensuring alignment with NYPA's strategic goals.
The Senior Investment Analyst supports and facilitates financial analysis for key investment governance bodies, ensuring transparent and structured decision-making processes. They partner closely with Project/Program Sponsors and Portfolio Managers, performing cost-benefit analyses and providing financial insights to prioritize investments. Additionally, they collaborate with the Benefits Management team to design investments that deliver measurable benefits and participate in post-investment reviews to inform future decisions.
The Senior Analyst conducts scenario analyses to explore the implications of different investment options, ensuring strategic alignment and value creation. This role requires strong collaboration with internal stakeholders to shape and drive the strategic direction of NYPA's investment portfolio.
Candidates should have experience within utilities, banking, construction, or similar environments working on financial analysis for investments, along with advanced Excel skills. Financial modeling certifications preferred (i.e. FMVA Financial Modeling & Valuation Analyst or similar).
#LI-JP1
Responsibilities
* Initiate and/or settle trades under guidance, prepare reporting and analysis of the Authority's investments portfolios according to standards established in the Authority's Investment Guidelines.
* Prepare reporting, execute fee and capital call payments of Other Post Employment Benefits Trust Funds. Responsibilities may include: 1) Monitor fund performances; 2) Assist rebalancing execution; 3) Coordinate and attend portfolio review meetings; 4) Support the process of new manager selection by reviewing RFP responses.
* Support the management of all external relationships.
* Prepare monthly, quarterly and annual investment reports for submission to Senior management and/or various State and Public oversight agencies.
* Provide support to the Chief Financial Officer, Treasurer and Deputy Treasurer on debt, credit and other special projects as required.
* Validate market value of all NYPA's internal security holdings on a monthly basis, and report any discrepancies to the Treasurer or the Deputy Treasurer.
* Prepare documentation for all investment-related audit requests conducted internally or externally.
* Assist with all required trustee approvals as needed with respect to all investment management activity of the Authority.
* Assist a team in the development and implementation of new processes that methodically evaluate and communicate the impact of investments made by the company.
* Assist preparation of monthly invetment income forecasts, metrics presentations and credit/ratings agency analyses as required.
* Compile information and data into simple, presentable content appropriate for understanding at all levels of an organization.
Knowledge, Skills and Abilities
* Developing understanding of fixed income investments and utility investment practices, regulations and external industry forces and their impact on financial performance is preferred.
* Financial experience with exposure to accounting practices, long range planning, etc., preferred.
* Experience with the development of financial models/tools to convey business impacts.
* Excellent verbal and written communication skills.
* Growing understanding of financial and/or data aggregator systems including ERP platforms, online bank portal, Treasury management software, Bloomberg terminal, and/or other database structures and reporting solutions.
* Demonstrated analytical skills with an ability to evaluate large volumes of data, interpret trends and offer solutions or recommendations for corrective action.
* Ability to make clear, concise recommendations to all levels of personnel.
Education, Experience and Certifications
* Bachelor's Degree (B.A./B.S.) required; Management, Finance, Accounting or related field, preferred. Advanced degree or Master of Business Administration (MBA) degree is preferred.
* Minimum 4 years of work experience in related field preferred.
Physical Requirements
The New York Power Authority is committed to providing fair, competitive, and market-informed compensation. The estimated salary range for this position is: $98,000 - $135,000. The salary offered will be determined based on the successful candidates' relevant experience, knowledge, skills, and abilities.
The New York Power Authority and Canal Corporation believes that diversity, equity, and inclusion drive our success, and we encourage women, people of color, LGBTQIA+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents and veterans to apply. As an equal opportunity employer, NYPA/Canals is committed to building inclusive, innovative work environments with employees who reflect communities across New York and enthusiastically serve them. We proudly celebrate diversity and do not discriminate based on race/color, creed/religion, national origin, citizenship or immigration status, age, disability, military status, gender/sex, sexual orientation, gender identity/expression, pregnancy and related conditions, familial/marital status, domestic violence victim status, predisposing genetic characteristics, arrest/criminal conviction record or any other category protected by law.
NYPA/Canals will also provide reasonable accommodations during the hiring process related to candidates' disabilities, pregnancy-related conditions, religious observances/practices and/or domestic violence concerns. To request an accommodation, please email accessibility@nypa.gov.
Nearest Major Market: White Plains
Nearest Secondary Market: New York City
Job Segment: Financial, Bank, Banking, Database, Investment, Finance, Technology
$98k-135k yearly 11d ago
Junior Analyst, Investor Services
Graham Capital Management 4.6
Finance analyst job in Norwalk, CT
Graham Capital Management, L.P. ("Graham") is an alternative investment manager founded in 1994 by Kenneth G. Tropin. Specializing in discretionary and quantitative macro strategies, Graham is dedicated to delivering strong, uncorrelated returns across a wide range of market environments. As one of the industry's longest-standing global macro and trend-following managers, Graham remains committed to innovation, evolving its strategies through a robust investment, technology, and operational infrastructure. Graham harnesses the synergies between its discretionary and quantitative trading businesses to offer a broad suite of complementary alpha strategies, each built on the principles of thoughtful portfolio construction, active risk management, and diversification by design. Graham invests significant proprietary capital alongside its clients - including global institutions, endowments, foundations, family offices, sovereign wealth funds, investment management advisors, and qualified individual investors - reinforcing alignment of interests across all strategies.
The foundation of Graham's sustainability and success is the experience and contributions of its people. The firm seeks to cultivate talent, encourage the diversity of ideas, and respect the contributions of all. In turn, each employee shares in the responsibility of strengthening those around them.
Description
Graham Capital Management, L.P. is seeking an early career professional to join the firm's Investor Services team as a Junior Analyst. This individual will support client reporting, marketing campaigns, CRM and distribution list management, event preparation, and other client service initiatives. This is an excellent opportunity for someone who is detail-oriented, data-driven, and eager to gain experience in hedge fund investor relations and marketing.
The ideal candidate has exposure to CRM systems, marketing operations, or content creation and is looking to build a career at the intersection of finance, marketing, and client service. Excel skills and comfort working with data are essential. Experience with marketing analytics, data visualization, or digital content tools is a plus but not required.
Responsibilities
Support the execution of marketing initiatives, including email campaigns, content distribution, and website updates.
Maintain and update CRM records, contact lists, and distribution groups to ensure accurate and compliant client communications.
Assist in the production and distribution of monthly, quarterly, and ad hoc investor reports and communications.
Track and analyze marketing engagement metrics, website traffic, and client interaction data to inform content and campaign effectiveness.
Assist with the coordination of investor meetings, industry events, conferences, and roadshows.
Collaborate with investment, compliance, operations, and the broader investor relations team to ensure consistency and accuracy in client-facing materials.
Support content creation efforts including presentations, factsheets, videos, or thought leadership campaigns.
Develop firm, product, and industry knowledge to support cross-functional areas of the Investor Relations team, including sales, marketing, client service, and operational efforts.
Update and maintain product and firm data across various industry databases.
Assist with ad hoc client requests and serve as point of contact for investor inquiries and requests.
Requirements
Bachelor's degree.
1-3 years of professional experience in financial services, marketing operations, client service, or investor relations.
Excel and data manipulation skills.
Strong attention to detail, organizational skills, and ability to manage multiple projects under tight deadlines.
Excellent communication skills.
Familiarity with digital content platforms (e.g., Canva, Adobe, WordPress), marketing analytics tools, social media campaign management, data visualization, productivity tools, and/or CRM systems are a plus but not required.
Series 3 will be required after joining.
This role requires commuting into our Rowayton CT office Mondays through Fridays.
Base Salary Range
The anticipated base salary range for this position is $75,000 to $100,000. The anticipated range is based on information as of the time this post was generated and does not include any discretionary bonus or benefits (see eligibility below). The applicable annual salary or hourly rate paid to a successful applicant will be determined based on multiple factors, including without limitation the nature and extent of prior experience, skills, and qualifications. This wage range may be modified in the future.
In addition, the employee who fills this role will be eligible for a discretionary annual bonus, as well as a wide array of benefit programs, such as medical and life insurance, 401(K) plans, and access to other healthcare programs.
Notes:
No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, benefits, or any other form of compensation that a particular employee may be eligible for remains in the Company's sole discretion unless and until paid and may be modified at Graham's sole discretion, consistent with the law.
Graham is committed to providing equal employment opportunity to all employees and applicants for employment without regard to their race, color, religious creed, gender, age, national origin, ancestry, alienage, citizenship status, handicap, disability, marital status, sexual orientation, gender identity, pregnancy, childbirth or other related conditions, military status, genetic information, or any other personal characteristics protected by applicable law. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, layoff, termination, transfer, leave of absence and compensation.
$75k-100k yearly Auto-Apply 60d+ ago
Senior Investment Analyst
NYPA Home
Finance analyst job in White Plains, NY
The Senior Investment Analyst within NYPA's Enterprise Portfolio Management Office (EPMO) plays a pivotal role in guiding and optimizing NYPA's investment strategy through comprehensive financial modeling, analysis, and decision support. This role involves developing and maintaining financial models to assess the potential returns, risks, and impacts of various investments, ensuring alignment with NYPA's strategic goals.
The Senior Investment Analyst supports and facilitates financial analysis for key investment governance bodies, ensuring transparent and structured decision-making processes. They partner closely with Project/Program Sponsors and Portfolio Managers, performing cost-benefit analyses and providing financial insights to prioritize investments. Additionally, they collaborate with the Benefits Management team to design investments that deliver measurable benefits and participate in post-investment reviews to inform future decisions.
The Senior Analyst conducts scenario analyses to explore the implications of different investment options, ensuring strategic alignment and value creation. This role requires strong collaboration with internal stakeholders to shape and drive the strategic direction of NYPA's investment portfolio.
Candidates should have experience within utilities, banking, construction, or similar environments working on financial analysis for investments, along with advanced Excel skills. Financial modeling certifications preferred (i.e. FMVA Financial Modeling & Valuation Analyst or similar).
#LI-JP1
Responsibilities
Initiate and/or settle trades under guidance, prepare reporting and analysis of the Authority's investments portfolios according to standards established in the Authority's Investment Guidelines.
Prepare reporting, execute fee and capital call payments of Other Post Employment Benefits Trust Funds. Responsibilities may include: 1) Monitor fund performances; 2) Assist rebalancing execution; 3) Coordinate and attend portfolio review meetings; 4) Support the process of new manager selection by reviewing RFP responses.
Support the management of all external relationships.
Prepare monthly, quarterly and annual investment reports for submission to Senior management and/or various State and Public oversight agencies.
Provide support to the Chief Financial Officer, Treasurer and Deputy Treasurer on debt, credit and other special projects as required.
Validate market value of all NYPA's internal security holdings on a monthly basis, and report any discrepancies to the Treasurer or the Deputy Treasurer.
Prepare documentation for all investment-related audit requests conducted internally or externally.
Assist with all required trustee approvals as needed with respect to all investment management activity of the Authority.
Assist a team in the development and implementation of new processes that methodically evaluate and communicate the impact of investments made by the company.
Assist preparation of monthly invetment income forecasts, metrics presentations and credit/ratings agency analyses as required.
Compile information and data into simple, presentable content appropriate for understanding at all levels of an organization.
Knowledge, Skills and Abilities
Developing understanding of fixed income investments and utility investment practices, regulations and external industry forces and their impact on financial performance is preferred.
Financial experience with exposure to accounting practices, long range planning, etc., preferred.
Experience with the development of financial models/tools to convey business impacts.
Excellent verbal and written communication skills.
Growing understanding of financial and/or data aggregator systems including ERP platforms, online bank portal, Treasury management software, Bloomberg terminal, and/or other database structures and reporting solutions.
Demonstrated analytical skills with an ability to evaluate large volumes of data, interpret trends and offer solutions or recommendations for corrective action.
Ability to make clear, concise recommendations to all levels of personnel.
Education, Experience and Certifications
Bachelor's Degree (B.A./B.S.) required; Management, Finance, Accounting or related field, preferred. Advanced degree or Master of Business Administration (MBA) degree is preferred.
Minimum 4 years of work experience in related field preferred.
Physical Requirements
The New York Power Authority is committed to providing fair, competitive, and market-informed compensation. The estimated salary range for this position is: $98,000 - $135,000. The salary offered will be determined based on the successful candidates' relevant experience, knowledge, skills, and abilities.
The New York Power Authority and Canal Corporation believes that diversity, equity, and inclusion drive our success, and we encourage women, people of color, LGBTQIA+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents and veterans to apply. As an equal opportunity employer, NYPA/Canals is committed to building inclusive, innovative work environments with employees who reflect communities across New York and enthusiastically serve them. We proudly celebrate diversity and do not discriminate based on race/color, creed/religion, national origin, citizenship or immigration status, age, disability, military status, gender/sex, sexual orientation, gender identity/expression, pregnancy and related conditions, familial/marital status, domestic violence victim status, predisposing genetic characteristics, arrest/criminal conviction record or any other category protected by law.
NYPA/Canals will also provide reasonable accommodations during the hiring process related to candidates' disabilities, pregnancy-related conditions, religious observances/practices and/or domestic violence concerns. To request an accommodation, please email accessibility@nypa.gov.
$98k-135k yearly 10d ago
U.S. Private Bank - Investment Professional - Analyst
JPMC
Finance analyst job in Greenwich, CT
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
Job Responsibilities
Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
Create mandates for discretionary accounts
Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team
Work with Team Leader to monitor Client Advisor loadings.
Submit and monitor fee schedules and billing
Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct
Required Qualifications, Capabilities, and Skills
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Bachelor's Degree required
One plus years of industry related experience
Exceptional follow-up and follow-through skills
PowerPoint and Excel expertise
Preferred Qualifications, Capabilities, and Skills
Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
Experience and interest in financial markets and concepts
Excellent interpersonal skills
Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
$68k-109k yearly est. Auto-Apply 60d+ ago
Financial Analyst (9)
WÜSthof
Finance analyst job in Milford, CT
The Brand
WÜSTHOF has one mission since its beginning in 1814: crafting the finest knives that last for generations. Founded in Solingen, Germany, known for centuries as the "City of Blades," the brand is owned by the seventh generation of the WÜSTHOF family. In their state-of-the-art manufacturing facility, the company creates a variety of knife collections and cooking utensils. WÜSTHOF is appreciated for its art of crafting; it takes over forty manufacturing steps to make a WÜSTHOF knife, with many made by hand, using traditional skills and techniques. Forged knives from the famous CLASSIC Collection have become the symbol of WÜSTHOF and are a lifelong companion for chefs all over the world. With over 350+ employees in North America and Europe, the brand is available at leading culinary retailers worldwide.
Position Overview
The Digital Analyst will support the Digital Team from a technical perspective. This includes working cross functionally and internationally with Operations, Finance and Digital to ensure parity within the digital landscape. This role will support our .com team as well as our Amazon/Marketplace teams. This role requires a self-starter that can bring projects to completion by the deadline set. As well as look for insights in the data, providing recommendations to the team.
Job requirements
Key Responsibilities & Duties
Ownership of digital data requests and reporting on a daily, monthly, etc. basis.
Collaborate with the digital team to submit product forecasts and demand, ensuring best sellers remain 100% in stock
· Demand planning to ensure healthy in-stock levels to optimize sales.
· Coordinate with CS and Manager for maximum Amazon PO confirmation rate.
· Data integrity to ensure accuracy, consistency and completeness across all reporting.
3. ADHOC data requests by the digital team
Qualifications & Skills:
Excellent analytical skills utilizing Excel, SQL or native platform reporting like Shopify
Amazon Vendor Central understanding
Understanding of GA4 and LookerStudio
Experience developing reports and manipulating data in Excel or a Business Intelligence tool
Action-oriented with strong follow-through and prioritization skills
Must have the ability to work with a rapidly changing business and thrive in a fast-paced environment while hitting deadline
WÜSTHOF is an equal opportunity employer and we are committed to creating a diverse team. We will consider all qualified applicants regardless of age, race, color, religion, gender, gender, gender, gender identity or expression, sexual orientation, national origin, disability, genetics, or veteran status.
All done!
Your application has been successfully submitted!
Other jobs
$67k-104k yearly est. 52d ago
Financial Analyst
Mindlance 4.6
Finance analyst job in New Haven, CT
Experience 10+ years of successfully managing and delivering on FP&A ( financial planning and analysis ) and reporting systems initiatives 5+ years of SAP experience Experience leading the design, build, and implementation of master data (MDM) solutions
Experience with FP&A planning tools such as Anaplan or Tagetik
Experience leading the design, build, and implementation of reporting solutions using SAP tool sets
Additional Information
Thanks & Regards
Praveen K. Paila
************
$65k-87k yearly est. 4h ago
Revenue Analyst
Public Health Solutions 4.7
Finance analyst job in Islandia, NY
With an annual budget of $2.3 billion and more than 7,000 employees throughout the five boroughs, the New York City Department of Health and Mental Hygiene (NYC DOHMH) is one of the largest public health agencies in the world, serving 8 million New Yorkers from diverse ethnic and cultural backgrounds. We're tackling a broad range of public health issues with innovative policies and programs and getting exceptional results, but our work is never finished. The breadth of our innovative programs provides the widest range of choices for every member of our team.
With grant funds from the Centers for Disease Control and Prevention (CDC), DOHMH is undertaking a new initiative that will meet critical infrastructure needs and make possible strategic investments that will have lasting effects on public health. Investments and improvements through this initiative will help modernize DOHMH's foundational capabilities and data infrastructure, enabling it to partner in complex health and health care environments and, in turn, support better public health outcomes, including COVID-19. This initiative supports larger efforts to rebalance investments in public health and more equitably serve communities and populations.
The selected candidate will be an employee of Public Health Solutions, a nonprofit organization which is the fiscal and administrative manager of the grant but will work be supervised by DOHMH. This is a grant-funded position ending in November 2027.
The Division of Finance has central responsibility and authority for policy analysis, program development, performance tracking and improvement, financial management, resource maximization and technical assistance.
Finance helps to ensure that programs and administrative operations have the information, analysis, funding and technical capacity to deliver critical services effectively and meet DOHMH's objectives. Finance values motivated, energetic individuals committed to achieving excellence in a public sector environment and a desire to be part of a city agency that is revolutionizing public health and mental hygiene services.
Job description
DOHMH has an opening for a Revenue Analyst. This position will be reporting the Assistant Director of Grants and Intra-cities Claiming and assisting with the ensuring that the city is properly utilizing and collecting grant revenue in accordance with uniform guidance.
Duties:
Monitor the fiscal operation of city, federal, state and private grant funded programs to ensure compliance and assist programs in more efficient/effective approaches to program administration
Collects, classified, evaluates, and analyzes economic data submitted by programs and prepares reports
Research the programmatic implications of proposed policies, including identifying the impact to, Personnel Services and Other Than Personnel Services budgets
Updating of internal systems and monitoring Grant spending; reviewing OTPS encumbrances and personnel expenditures; assist in the preparation of budget modifications, journal entries, and grants closeouts
Make recommendations to the program representatives for changes and corrections of errors
Prepare fiscal summary reports and analyses, making recommendations to supervisory staff concerning provision of additional funding of existing or new programs
Assist in the development and implementation of new policies and procedures
Work closely with internal personnel for all contract, budget, and payment data to ensure claims are efficiently processed and meet all due dates.
Maximize agency reimbursement by ensuring all expenditures are captured and reported accurately in claims.
Accurately analyze patterns of spending and revenue while providing management with scenario analysis and trends.
Create accurate billed and unbilled receivables, and appropriately realize payments in the City's Financial Management System (FMS).
Responsible for accurately updating monthly, quarterly, and year to date reports and schedules.
Qualifications:
A master's degree from an accredited college or university in economics, statistics, finance, management, business administration, public administration, public policy or related field; or
A baccalaureate degree from an accredited college or university, including or supplemented by 24 semester credits in one or more of the course areas of economics, statistics, finance, management, mathematics, business administration, public administration, and public policy, 12 semester credits of which must have been in economics; and one year of satisfactory full-time experience in one or more of the fields of finance; economic, fiscal or statistical research; policy analysis; or quantitative, business, market or financial analysis. Graduate semester credits in any of the areas described in "1" above may be substituted for the undergraduate semester credits on the basis that each 3 graduate semester credits may be substituted for 6 of the required undergraduate semester credits.
Previous experience working in fields related to economics, statistics, finance, management, business administration, public administration, public policy or related field for at least 1 year.
Capacity and willingness to learn the city's Finance Systems, and Federal/State payment systems.
The ideal candidate for this position must be a pro-active and self-motivated individual with the ability to work in teams and in a highly dynamic environment with multiple stakeholders and timelines.
Salary: $70,040- $70,040
Additional Desired Qualities:
Experience with stakeholder engagement and project management.
Excellent communication (verbal & written) and interpersonal skills.
Strong analytical skills and ability to manage and report complex information.
Experience with data collection, analysis and interpretation.
Desire to grow professionally, develop new skills and willingness to work outside of comfort zone.
Experience working with the public health sector and coordinating projects involving multiple stakeholders.
Ability to prioritize and work in fast-paced environment with hard deadlines.
Fluency in Microsoft Word, Excel, Outlook, and PowerPoint.
Benefits:
Hybrid Work Schedule.
Generous Paid Time Off and Holidays.
An attractive and comprehensive benefits package including Medical, Dental and Vision.
Flexible Spending Accounts and Commuter Benefits.
Company Paid Life Insurance and Disability Coverage.
403 (b) + employer matching and discretionary company contributions.
College Savings Plan.
Ongoing trainings and continuous opportunities for professional growth and development.
Additional Information:
This is a temporary grant-funded position ending in November 2027.
This individual must reside in the tri-state area (NY, NJ, CT) by their confirmed start date.
Preference may be given to individuals residing in New York City (5 boroughs) or surrounding New York State counties.
This individual will be expected to work non-business hours during emergencies.
PHS is proud to be an equal opportunity employer and encourages applications from women, people of color, persons with disabilities, LGBTQIA+ individuals, and veterans.
Monday-Friday
35 Hours per week
$70k-70k yearly Auto-Apply 60d+ ago
Junior Financial Analyst
Northbound Search
Finance analyst job in Stamford, CT
A Financial Services firm is seeking a Junior FinancialAnalyst individual to join their team. The FP&A Analyst will interface extensively with the CFO and senior management. This is a great opportunity for junior to mid-level candidates. Job Responsibilities:
Prepare quarterly track records and report current/projected performance for the firm
Prepare weekly and monthly liquidity reports to determine liquidity needs and timing of investor capital calls/distributions
Support external audit requests and data entry assignments as required
Prepare specific FP&A reports as requested by investors
Create extensive financial models using Microsoft Excel
Complete extensive projects as required
Job Requirements:
2-3 years of financial planning and analysis experience
Bachelor's Degree in Accounting, Finance, or related field
Strong Excel skills, including Pivot Tables, V-Lookups, VBA coding
Excellent organizational, communication, multi-tasking and analytical skills
Ideal candidate would be detail oriented with great work ethic
Ability and initiative to handle increasing responsibility over time
This candidate must have previous FP&A experience
Compensation:
$80,000 - $100,000
$80k-100k yearly 60d+ ago
Financial Analyst Summer Intern 2026
IBM Corporation 4.7
Finance analyst job in Armonk, NY
Introduction AI, Hybrid Cloud, Quantum - IBM does more than just innovate and create these technologies; our purpose is to be the catalyst that makes the world better. We are helping all industries, from cybersecurity and supply chain to farming and the arts, to solve difficult problems through the power of technology.
Known as the "knowledge behind the numbers," FinancialAnalysts are considered to be trusted business advisors, working within IBM's business units and geographies, as well as in a myriad of specialized corporate functions. IBM's finance organization is instrumental in driving innovative improvements to global financial processes while providing measurable value to the business.
Your role and responsibilities
The IBM Finance Organization is responsible for driving enterprise performance and efficiency. We are the financial stewards of the enterprise delivering IBM's financial strategy with consistency, integrity and transparency.
We are currently seeking to fill summer intern positions for a range of functions such as accounting, tax, financial planning, pricing, business controls, treasury, business development and global financing.
Specific roles and responsibilities will vary by position, however, in each role, candidates will be assigned to highly visible projects and have the opportunity to interact with and learn from senior managers.
Are you eager to learn from others? Are you open to new ideas? Do you enjoy collaborating globally, using data analytics to provide actionable insights and have a passion to drive innovation? Then we ask you: are you ready to join the company that has become essential to the world, driven by that same passion?
Candidates must have the ability to work in the US without current or future need for sponsorship.
Required education
High School Diploma/GED
Preferred education
Bachelor's Degree
Required technical and professional expertise
* Enrolled in a Finance/Accounting or closely related degree program
* Excellent oral and written communication skills
* Strong background in Microsoft Excel
* Adept in technology and use of AI
* Proven Leadership
Preferred technical and professional experience
* Finance or Business Bachelor's Degree (Rising Senior preferred)
ABOUT BUSINESS UNIT
The IBM Finance organization is responsible for driving enterprise performance and transformation. We are the financial stewards of IBM, delivering IBM's financial strategy, developing new business models, and mitigating enterprise risk. Do you have a passion for creating business value? Join our team in accounting, financial planning, pricing, business controls, tax, treasury, business development (acquisitions & divestitures), and global financing.
YOUR LIFE @ IBM
In a world where technology never stands still, we understand that, dedication to our clients success, innovation that matters, and trust and personal responsibility in all our relationships, lives in what we do as IBMers as we strive to be the catalyst that makes the world work better.
Being an IBMer means you'll be able to learn and develop yourself and your career, you'll be encouraged to be courageous and experiment everyday, all whilst having continuous trust and support in an environment where everyone can thrive whatever their personal or professional background.
Our IBMers are growth minded, always staying curious, open to feedback and learning new information and skills to constantly transform themselves and our company. They are trusted to provide on-going feedback to help other IBMers grow, as well as collaborate with colleagues keeping in mind a team focused approach to include different perspectives to drive exceptional outcomes for our customers. The courage our IBMers have to make critical decisions everyday is essential to IBM becoming the catalyst for progress, always embracing challenges with resources they have to hand, a can-do attitude and always striving for an outcome focused approach within everything that they do.
Are you ready to be an IBMer?
ABOUT IBM
IBM's greatest invention is the IBMer. We believe that through the application of intelligence, reason and science, we can improve business, society and the human condition, bringing the power of an open hybrid cloud and AI strategy to life for our clients and partners around the world.
Restlessly reinventing since 1911, we are not only one of the largest corporate organizations in the world, we're also one of the biggest technology and consulting employers, with many of the Fortune 500 companies relying on the IBM Cloud to run their business.
At IBM, we pride ourselves on being an early adopter of artificial intelligence, quantum computing and blockchain. Now it's time for you to join us on our journey to being a responsible technology innovator and a force for good in the world.
IBM is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, neurodivergence, age, or other characteristics protected by the applicable law. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
OTHER RELEVANT JOB DETAILS
IBM will not be providing visa sponsorship for this position now or in the future. Therefore, in order to be considered for this position, you must have the ability to work without a need for current or future visa sponsorship.
The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.
$56k-74k yearly est. 11d ago
Corporate Finance Analyst
Aircastle Advisor 4.4
Finance analyst job in Stamford, CT
Job Description
General Description
The Corporate FinanceAnalyst is responsible for supporting senior professionals in a number of key areas including corporate finance and investor relations. This position reports to the SVP, Capital Markets. This position requires three days a week in our Stamford, CT office, and two days are work from home.
Responsibilities
Essential Functions:
Assist in diligence, origination, and execution of financings, including capital market issuances and various bank debt products
Monitor existing financing structures along with other peer transactions
Build out and maintain financial models related to financing transactions
Build clear and comprehensive presentation materials to key internal and external stakeholders including rating agencies and investors
Assist in reporting lessee updates and other due diligence requests from capital providers and JV affiliate(s)
Assist with investor relations presentation materials and analysis as needed
Develop relationships with key capital market participants and internal counterparties, including commercial, pricing, legal, finance and accounting, and technical teams
Position Requirements
Formal Education and Certification
B.A or B.S in Finance, Economics or other related degree
Knowledge and Experience
1-3 years in structured finance, corporate banking, debt capital markets, related quantitative fields preferred
Experience in aircraft leasing/aviation sector or in a bank or Big 4 analyst program is a plus
Excellent financial modeling and presentation skills (advanced Excel + PowerPoint)
Broad understanding of basic accounting and the ability to interpret financial statements
Proficient with Bloomberg functionality
Competencies
Strong analytical skills with attention to detail
Strong communication skills; able to work with all levels of management and be comfortable presenting in a clear and concise manner
Team player: ability to work successfully with a variety of personalities and disciplines across the organization
Ability to represent the organization professionally and to cultivate and maintain relationships with funding and capital partners.
Excellent work ethic and willingness to contribute broadly to achieve team and company objectives
Must be able to handle multiple responsibilities under pressure.
Travel
This position will not require travel.
We are not looking to work with outside employment agencies to fill this role.
$83k-110k yearly est. 21d ago
Underwriting & Financial Analyst, Employee Benefits - Syosset, NY
World Insurance Associates 4.0
Finance analyst job in Syosset, NY
Paul Global Benefits (PGB) is now a part of World Insurance Associates. World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 210 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.
Position Overview
This position will provide support and manage employee benefits for clients, with a focus on: Medical, Dental, Vision, Life, AD&D, Long-term Disability, Short-Term Disability, and Voluntary Benefits.
Essential Duties and Responsibilities
Responsible for the preparation of the RFPs and the analyzation of the marketing results
Designing, distributing, and evaluating responses to surveys and RFPs
Accountable for performing financial analysis, including benefits cost projection, plan design modelling alternatives, and creation of employee contribution recovery models
The ability to create benchmark data and trend analysis for clients
Work independently and make sound underwriting decisions based on financial results
Proactive financial monitoring and review for assigned cases
Create monthly financial reporting packages including detailed premium, claims, membership, commission, and cash reconciliation information
Create weekly, monthly and quarterly financial statements and/or projections
Assist in quarterly presentation to clients on financial performance of insurance programs
New Business Financial Evaluations, as needed by sales team
Provide timely, courteous and accurate response to all inquiries, conducting research when necessary and communicating results
Process all necessary paperwork by adhering to the department workflow and procedures
Qualifications
Bachelor's Degree or the recognized equivalent in education and experience, required
1+ years of Employee Benefits insurance underwriting experience, carrier or brokerage preferred
Strong communication skills and ability to translate complex financial concepts into customer friendly format
Proven ability to manage multiple projects simultaneously and produce quality deliverables on time
Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Outlook)
Able to work independently and enjoy a high degree of interaction with team members
Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
Self-motivated and driven
Maintain a sense of urgency and ability to work with and meet deadlines
Demonstrates effective problem-solving abilities
Demonstrates excellent time management and prioritization skills
Attention to detail and commitment to a high level of accuracy
The ability to use discretion surrounding sensitive information
Ability to maintain a professional demeanor and positive attitude
Compensation:
This position is located in New York State. The base salary for this position at the time of this posting may range from $70,000 to $75,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
To Executive Search Firms and Staffing Agencies:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department.
#LI-MA1
#LI-HYBRID
$70k-75k yearly Auto-Apply 60d+ ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance analyst job in New Haven, CT
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
$500 weekly Auto-Apply 24d ago
Head of FX Quantitative Strategy (USA)
Trexquant Investment 4.0
Finance analyst job in Stamford, CT
We are looking for a senior FX professional to develop and lead a quantitative FX Strategy at Trexquant. In this role, you will be responsible for developing strategies and building out a team for researching, implementing, and trading profitable FX based strategies within our core product. Your work will integrate FX as an asset class in our proven quantitative processes and significantly expand our tradable universe, profitability, and competitive edge.
Responsibilities
Identify data useful for building and backtesting proposed FX trading strategies then build pipelines to feed these datasets into our research and trading platforms.
Work with the development team to improve accuracy, robustness, and speed of our platform in simulating and trading FX based strategies.
Develop FX based trading strategies and partner with the executions team to optimize execution of strategies, harmonizing with existing investments and asset classes.
Partner with the risk team to establish monitoring and controls for FX specific risk exposures as well as risk allocation among our incumbent strategies.
Build out and lead the FX Strategy Team to continually add, enhance and monitor FX alphas for the ongoing profitability and scale of the team's strategies.
Regularly present to senior management to collaborate and align quantitative FX research with overall trading and investment strategies.
Requirements
Bachelor's, Master's, or Ph.D. degrees in Mathematics, Statistical Modeling, Computer Science or other related STEM fields.
5+ years of experience in researching and trading quantitative FX based strategies.
Experience managing or leading a team of quant researchers.
Strong quantitative skills.
Proficiency in Python.
Benefits
Competitive salary, plus bonus based on individual and company performance.
Collaborative, casual, and friendly work environment while solving the hardest problems in the financial markets.
PPO Health, dental and vision insurance premiums fully covered for you and your dependents.
Trexquant is an Equal Opportunity Employer
$81k-123k yearly est. Auto-Apply 60d+ ago
Financial Analyst II
Mindlance 4.6
Finance analyst job in Ridgefield, CT
General Responsibilities: This person will assist the Associate Director of Sales Operations and CHC Controller . This person will be responsible for Ad Hoc analysis and data gathering that will be utilized to maximize the efficient use of funds. The Finance Operations Analyst will be responsible for drafting monthly spend reports to ensure P&Ls are within budget. This role will be repsonsible for identifing trade spend gaps and working to resolve outstanding issues the Sales Managers and Brand teams.
Education And Experience Requirements:
3-5 years of experience in a similar position; experience with finance operations preferred.
Bachelor's Degree Required, CPA or MBA a plus
Finance/Accounting Experience in Pharma/CPG and income statement analysis
Advanced Microsoft Office skills, ability to work with lookups and pivot tables
Experience in Trade Promotion management and/or Sales Planning is desired.
Ability to communicate effectively across various levels and departments within the CHC organization.
Experience with SAP, Business Intelligence, TM1, Cognos or similar database software a plus.
Must be analytical thinker and a problem solver. Must be able to work in ambiguity.
Specific Responsibilities:
Ensure the data integrity between SAP and the Cognos Sales Planning system (Sales and Spend)
Prepare monthly analysis of shipment vs. consumption for key items/accounts.
Analyze financial performance against key business metrics
Analyze annual and monthly Trade investment and Sales budgets
Maintenance to Cognos (via interaction with IT & Sales) to ensure reports run without issue & are accurate
Provide financial summary input to key presentations and business review
Qualifications
Education And Experience Requirements:
3-5 years of experience in a similar position; experience with finance operations preferred.
Bachelor's Degree Required, CPA or MBA a plus
Finance/Accounting Experience in Pharma/CPG and income statement analysis
Advanced Microsoft Office skills, ability to work with lookups and pivot tables
Experience in Trade Promotion management and/or Sales Planning is desired.
Ability to communicate effectively across various levels and departments within the CHC organization.
Experience with SAP, Business Intelligence, TM1, Cognos or similar database software a plus.
Must be analytical thinker and a problem solver. Must be able to work in ambiguity.
$65k-87k yearly est. 4h ago
Financial Analyst Summer Intern 2026
IBM 4.7
Finance analyst job in Armonk, NY
**Introduction** AI, Hybrid Cloud, Quantum - IBM does more than just innovate and create these technologies; our purpose is to be the catalyst that makes the world better. We are helping all industries, from cybersecurity and supply chain to farming and the arts, to solve difficult problems through the power of technology.
Known as the "knowledge behind the numbers," FinancialAnalysts are considered to be trusted business advisors, working within IBM's business units and geographies, as well as in a myriad of specialized corporate functions. IBM's finance organization is instrumental in driving innovative improvements to global financial processes while providing measurable value to the business.
**Your role and responsibilities**
The IBM Finance Organization is responsible for driving enterprise performance and efficiency. We are the financial stewards of the enterprise delivering IBM's financial strategy with consistency, integrity and transparency.
We are currently seeking to fill summer intern positions for a range of functions such as accounting, tax, financial planning, pricing, business controls, treasury, business development and global financing.
Specific roles and responsibilities will vary by position, however, in each role, candidates will be assigned to highly visible projects and have the opportunity to interact with and learn from senior managers.
Are you eager to learn from others? Are you open to new ideas? Do you enjoy collaborating globally, using data analytics to provide actionable insights and have a passion to drive innovation? Then we ask you: are you ready to join the company that has become essential to the world, driven by that same passion?
Candidates must have the ability to work in the US without current or future need for sponsorship.
**Required technical and professional expertise**
* Enrolled in a Finance/Accounting or closely related degree program
* Excellent oral and written communication skills
* Strong background in Microsoft Excel
* Adept in technology and use of AI
* Proven Leadership
**Preferred technical and professional experience**
* Finance or Business Bachelor's Degree (Rising Senior preferred)
IBM is committed to creating a diverse environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, caste, genetics, pregnancy, disability, neurodivergence, age, veteran status, or other characteristics. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
$56k-74k yearly est. 51d ago
Corporate Finance Analyst
Aircastle Advisor 4.4
Finance analyst job in Stamford, CT
General Description
The Corporate FinanceAnalyst is responsible for supporting senior professionals in a number of key areas including corporate finance and investor relations. This position reports to the SVP, Capital Markets. This position requires three days a week in our Stamford, CT office, and two days are work from home.
Responsibilities
Essential Functions:
Assist in diligence, origination, and execution of financings, including capital market issuances and various bank debt products
Monitor existing financing structures along with other peer transactions
Build out and maintain financial models related to financing transactions
Build clear and comprehensive presentation materials to key internal and external stakeholders including rating agencies and investors
Assist in reporting lessee updates and other due diligence requests from capital providers and JV affiliate(s)
Assist with investor relations presentation materials and analysis as needed
Develop relationships with key capital market participants and internal counterparties, including commercial, pricing, legal, finance and accounting, and technical teams
Position Requirements
Formal Education and Certification
B.A or B.S in Finance, Economics or other related degree
Knowledge and Experience
1-3 years in structured finance, corporate banking, debt capital markets, related quantitative fields preferred
Experience in aircraft leasing/aviation sector or in a bank or Big 4 analyst program is a plus
Excellent financial modeling and presentation skills (advanced Excel + PowerPoint)
Broad understanding of basic accounting and the ability to interpret financial statements
Proficient with Bloomberg functionality
Competencies
Strong analytical skills with attention to detail
Strong communication skills; able to work with all levels of management and be comfortable presenting in a clear and concise manner
Team player: ability to work successfully with a variety of personalities and disciplines across the organization
Ability to represent the organization professionally and to cultivate and maintain relationships with funding and capital partners.
Excellent work ethic and willingness to contribute broadly to achieve team and company objectives
Must be able to handle multiple responsibilities under pressure.
Travel
This position will not require travel.
We are not looking to work with outside employment agencies to fill this role.
How much does a finance analyst earn in Stony Brook, NY?
The average finance analyst in Stony Brook, NY earns between $54,000 and $126,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.
Average finance analyst salary in Stony Brook, NY
$83,000
What are the biggest employers of Finance Analysts in Stony Brook, NY?
The biggest employers of Finance Analysts in Stony Brook, NY are: