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  • Contract Analyst

    IPS-Integrated Project Services 4.3company rating

    Finance analyst job in Somerset, NJ

    At IPS, we are global leaders in developing innovative solutions for the consulting, architecture, engineering, project controls, procurement, construction management, and CQV of technically complex facilities, primarily in the life sciences industry. We are looking for a talented Contract Analyst to join our team at our office located in -------------------Somerset, New Jersey. In this role, you will leverage extensive professional experience and skills, and can work autonomously or in a team environment. You will report to a Manager of Project Controls and administer contract and purchase order flow by departmental SOPs, policies, and project-specific requirements. You will also act as quality assurance (QA) checks on all contracts and purchase orders. Additionally, you will guide internal and external stakeholders on contract management requirements, including corrective actions to key contract elements that do not meet project and/or IPS standards. Additional Responsibilities Bid Scopes of Work: Work with the project team to prepare SOW documents to attach to the Requests for Proposals (RFP). Recommendations To Award (RTA): Prepare or assist in the preparation of RTA. Work with the Project Team to prepare this document. Conformed Scopes of Work (SOW): Draft and finalize. Change Order Management: Review change order request (COR) documents for compliance with the contract documents. Prepare all necessary documents to process change orders to purchase orders. Contract Management/Support Documentation: Draft letters or related correspondence to support adherence to contract terms and conditions. Contractor Feedback Documentation: Collect, store, and report on feedback detailing contractor performance. Participate in weekly engineering meetings between project management, project engineering, project controls, Company procurement, licensing and permitting, Company corporate properties, the Company's engineering contractor(s), and other project stakeholders. Communicate daily with the project management team, project Engineering, Company engineering contractor, and other project stakeholders. Support the project management team in assessing critical path and near-critical path work with alignment and coordination of all on-site resources throughout the construction and commissioning phases of the project. Assist in interfacing with the Company's engineering contractor and the Company's engineering department, to assess engineering deliverables and schedules, to ensure design management and coordination of all project stakeholders, with Issued for Construction (“IFC”) documents, timely resolution of Requests for Information (“RFI”), control of Engineering Change Notices (“ECN”) and red lines, and timely resolution of Non-Conformance Reports (“NCR”). Assist in the creation and management of the following: Project Scope Document and participate in the procurement of all stakeholder signatures. Project Execution Plan and participate in the stakeholder approval process. Risk Register and participate in the stakeholder approval process. Assist in the engagement of the Company's: Corporate Properties group in the project and communicate directly to ensure that the project's needs for temporary/permanent easements. Legal group in the Project and communicate directly to ensure that project needs are established and met. Applicable Division(s) in the Project and communicate directly to ensure that project needs are established and met The salary range for this role is between $140,000 and $150,000, but the actual salary offered is dependent on experience, skill set, and education. Qualifications & Requirements 10 - 15 years of professional experience in the Utility Environment. Bachelor's degree in a technical field: engineering, project management, construction management. Software skills: MS Office Products at a minimum, industry-related software products. Demonstrates project management experience. Basic working knowledge of electric distribution systems, and civil construction. Knowledge of specification and contract enforcement, applicable technical standards, OSHA, and other regulatory statutes. Knowledge of trade agreements, procedures, techniques, work methods, and standards used in the construction industry. Administrative skills for effective monitoring of contractor progress, cost control, and contractual interpretation matters. Preferred Qualifications Membership in a professional organization such as AACE, ISPE, etc. Professional credentialing (CCT or CCP, CST or CSP, EVP, CMIT or CCM, PMP, EIT). SAP experience. Context, Environment, & Safety A safety-minded individual who must comply with the IPS Mission Zero Safety policy. Capable of working alone or as part of a team without a significant level of supervision. The employee is frequently required to stand, walk, and sit for extended periods with extended computer use. Experience working in both a Home Office and a Field environment. Travel to client sites as needed. This position is a safety-sensitive position. The employee is designated for field work and attends activities at client sites where they work in construction, process, packaging, manufacturing, research, or other "non-administrative" areas. All interviews are conducted either in person or virtually, with video required. About Us IPS, a Berkshire Hathaway company, is a global leader in technical consulting, architecture, engineering, procurement, construction management, commissioning, qualification, and validation services for technically complex facilities. Integration is how we think and work. It requires the ability to unite existing and emerging technologies into a process that reliably delivers products and accelerates speed to market. That end-to-end mindset allows us to be agile and anticipate challenges as we move projects toward operational readiness. IPS applies design and delivery expertise, client-side experience, and supplier-side insight to every project. We infuse our curiosity, our passion, and our commitment to partnership in delivering solutions at any scale. We meet our clients where they are and get them to where they need to go. That's only possible when we care as much as our clients do. Specialties Process Architecture, Process Design, Engineering, Construction, Commissioning, Qualification, LEAN Project Delivery, Strategic Master Planning, Energy Conservation Management, Project Controls, Program/Project Management, Operations/Logistics Strategy and Planning, EPCMV, and Staffing Services. All qualified applicants will receive consideration for employment at IPS without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. IPS is proud to be an affirmative action and equal opportunity employer. Connect With Us! If you do not meet the qualifications for this specific role, but would like to submit your resume for general consideration, please click here!
    $140k-150k yearly 4d ago
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  • Investment Consultant - Red Bank, NJ

    Charles Schwab 4.8company rating

    Finance analyst job in Red Bank, NJ

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $82k-146k yearly est. 1d ago
  • Senior Accountant

    Sibanye-Stillwater Reldan

    Finance analyst job in Cherry Hill, NJ

    Sibanye-Stillwater Reldan | Langhorne, PA Submit your CV and any additional required information after you have read this description by clicking on the application button. Full-time • Onsite • Bonus Eligible • Flexibility That Works Sibanye-Stillwater Reldan is seeking a skilled and motivated Senior Accountant to support our financial reporting, strengthen internal controls, and ensure compliance across our expanding Recycling and Integrated Services operations. This role plays a central part in delivering timely, accurate financial information and driving consistency, precision, and continuous improvement throughout the Finance function. If you thrive in a dynamic environment, enjoy solving complex accounting challenges, and want to contribute to a growing, mission-driven organization, this role offers both impact and opportunity. What You'll Do • Perform general ledger accounting, ensuring accurate and timely month-end and year-end closings • Prepare and review journal entries, account reconciliations, and supporting schedules • Ensure compliance with GAAP, SOX, and internal accounting policies while strengthening internal controls • Support internal and external audits through documentation, analysis, and cross-functional coordination • Enhance financial systems, processes, and controls to drive accuracy, efficiency, and standardization • Partner with Operations, HR, and other teams to ensure proper cost, accrual, and expense reporting • Analyze financial results, variances, and trends to support business performance reviews • Contribute to continuous improvement initiatives across the Finance function, including automation • Provide coaching and support to team members to help uphold high standards in all accounting processes What You Bring • Bachelor's degree in Accounting, Finance, or a related field • CPA or active progress toward CPA strongly preferred • 3 to 6 years of accounting experience, ideally including public accounting or SOX-regulated corporate accounting • Strong technical understanding of GAAP, internal controls, and audit procedures • Advanced Excel skills and experience with ERP systems • Strong communication skills with the ability to explain financial information to non finance stakeholders • Organized, analytical, detail oriented, and able to manage multiple priorities in a fast paced environment Additional Requirements • Must meet ITAR and NAID eligibility Schedule & Compensation • Monday through Friday • Onsite role with flexibility where needed • Bonus eligible Benefits • Medical, dental, and vision coverage starting the first of the month following 30 days • 401(k) with company match after 6 months • Paid vacation, sick time, personal days, community days, and holidays • Supportive, stable, and mission driven work environment About Sibanye-Stillwater Reldan Sibanye-Stillwater Reldan is a global leader in precious metal recycling, committed to sustainability, responsible operations, and the well being of our workforce. We are building a workplace where every employee is valued, empowered, and able to thrive. Ready to Make an Impact? xevrcyc If you're ready to bring your expertise, analytical strength, and commitment to excellence to an organization that values innovation, continuous improvement, and responsible operations, we'd love to speak with you. Apply today and help us build a cleaner, stronger, and more sustainable future.
    $71k-93k yearly est. 1d ago
  • Analyst - Trading

    Energy Transfer 4.7company rating

    Finance analyst job in Newtown, PA

    Energy Transfer, recognized by Forbes as one of America's best large employers, is dedicated to responsibly and safely delivering America's energy. We are driven to inspire our employees to create superior value for our customers, our investors, a sustainable future and giving back to the community where we have long-standing commitments to causes including MD Anderson Children's Cancer Hospital, The Salvation Army, American Heart Association, Ronald McDonald House and many more. We value all of our employees who make our growth and success possible. We are proud to offer industry leading compensation, comprehensive benefits, 401(k) match with additional profit sharing, PTO and abundant career opportunities. Come join our award winning 11,000 strong organization as we fuel the world and each other! Summary: Join a collaborative and innovative team of entrepreneurial individuals transacting in both physical and financial markets with a common goal to supply customers with low-cost products and generate EBITDA in a challenging, fast paced environment. Core Responsibilities: * Provide day to day support to Sunoco's trading team and associated support functions. * Monitor and evaluate Supply/demand factors. Maintain Supply/demand balances for global, domestic, and regional markets * Design and implement analytical tools and models to solve complex problems * Analyze large data sets to recognize trends and patterns * Build predictive models and algorithms using coding software such as Python * Use self-constructed models to propose solutions and strategies to internal business challenges Requirements: * BS degree in Finance/Business/Engineering or other related discipline * Proven experience as a data scientist * Knowledge of Python, R, SQL or other related coding platforms * Strong math skills * Excellent communication skills Required experience is commensurate with the selected job level: * The Specialist/Analyst level requires a Bachelor's degree and 2-5 years of relevant job related experience * The Senior Specialist/Analyst level requires a Bachelor's degree and 5-8 years of relevant job related experience * The Lead Specialist/Analyst level requires a Bachelor's degree and 8+ years of relevant job related experience Working Conditions: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. * Usually, normal office working conditions. * Must be able to remain in a stationary position 50% of the time due to prolonged periods of sitting or standing. * Occasional overnight travel may be required. * Occasional visits to industrial/manufacturing settings, which may include exposure to various materials and chemicals, as well as extreme temperature conditions and loud machinery, and require appropriate personal protective equipment.
    $80k-114k yearly est. 60d+ ago
  • Business Analyst _ Corporate Finance, Advisor Compensation, New Advisor Team Onboarding

    Tata Consulting Services 4.3company rating

    Finance analyst job in Hamilton, NJ

    Must Have Technical/Functional Skills * Experience in business analysis, ideally within financial services or wealth management. * Knowledge of corporate finance principles and advisor compensation models. * Background in defining and implementing business workflows. * Strong communication and stakeholder management abilities. * Capable of independent and collaborative work in a changing environment. * Competent in documenting current and future state processes related to Rockefeller's data ecosystem and digital experience. * Experience with UI development, including requirements definition and design. * Demonstrates critical thinking and an enterprise perspective. * Familiarity with systems and tools used at Rockefeller, such as DevOps, Dynamics 365. * Finance & Operations, Alteryx, Power BI, Solver, Jaccomo. Roles & Responsibilities * Lead and support cross-functional projects related to corporate finance and advisor operations. * Elicit, analyze, and document business requirements (user stories, process maps, controls) and convert them into specifications for engineering; manage backlog, prioritization, and acceptance criteria. Work with Technology & Operations Program Management. * Collaborate with engineering and operations teams to organize deliverables, assess risks, and keep projects on track. * Analyze advisor performance metrics and compensation structures for strategic decision-making. * Define onboarding workflows for new advisors, ensuring compliance and operational preparedness. * Facilitate communication among stakeholders to ensure clarity and alignment. * Support AI-related initiatives by identifying opportunities for automation, data integration, and reporting. TCS Employee Benefits Summary: Discretionary Annual Incentive. Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. Family Support: Maternal & Parental Leaves. Insurance Options: Auto & Home Insurance, Identity Theft Protection. Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. Time Off: Vacation, Time Off, Sick Leave & Holidays. Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing. Salary Range: $90,000 - $120,000 a year
    $90k-120k yearly 3d ago
  • Construction Surety Underwriter / Financial Analyst

    The Travelers Companies 4.4company rating

    Finance analyst job in Edison, NJ

    Who Are We? Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Underwriting Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. Salary Range $109,300.00 - $180,200.00 Target Openings 1 What Is the Opportunity? Bond & Specialty Insurance provides management and professional liability insurance, as well as surety bonds to businesses and non-profit organizations of all sizes. As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers. This role is part of the Construction Services team which provides surety bonds to public and private owners of construction projects. Underwriters also analyze business operations, financial statements and evaluate market forces to provide consultative services to contractors. The Account Executive Officer (AEO) will partner with agents and brokers to provide insurance or surety solutions to customers. An AEO will analyze and evaluate risk to achieve business goals within an assigned book of business. This role is seen as a technical resource. As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally and negotiate terms to drive results. Your ability to independently assess complex risk, negotiate terms, and sell our products in challenging markets will contribute to the profitability and success of Travelers. What Will You Do? * Manage the profitability, growth, and retention of an assigned book of business primarily comprised of moderately to highly complex accounts. * Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability. * Execute business unit underwriting strategies across your book of business to achieve profit and growth objectives. * Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to identify cross-selling opportunities. * Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings. * Identify and capture new business opportunities using consultative marketing and sales skills. * Develop and execute individual agency sales plans that align with region/group sales plans to drive team success. * Train and mentor less experienced underwriters. * Perform other duties as assigned. What Will Our Ideal Candidate Have? * Bachelor's degree. * Five to eight years of applicable underwriting experience. * Deep knowledge of products, working knowledge of the regulatory environment, and of local insurance and surety markets. * Strong critical thinking skills with the ability to underwrite, market products, identify financial challenges, and analyze available information to make decisions in alignment with our risk appetite. * Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers. * Experience coaching and mentoring others. What is a Must Have? * Four years of underwriting, product knowledge, financial analysis, or risk assessment experience. What Is in It for You? * Health Insurance: Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment. * Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers. * Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays. * Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs. * Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit *********************************************************
    $109.3k-180.2k yearly 60d+ ago
  • Financial Accounting Database Analyst, Senior

    Elevance Health

    Finance analyst job in Iselin, NJ

    Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. The Financial Accounting Database Analyst, Senior is responsible for providing technical database analysis leadership. Sets strategic direction of projects related to medium to high complexity databases and/or related analysis and reporting. How You Will Make an Impact Primary duties may include, but are not limited to: * Manages database processes, related analysis and reporting. * Reviews and approves changes to database coding. * Prepares and reviews monthly and quarterly financial reports and complex analysis related to these databases. * Designs research plans for data gathering and analysis; manages projects to deadlines. Initiates and resolves complex database issues requiring technical expertise. * Analyzes, reports, and develops recommendations on data related to complex and varied business metrics. * Develops appropriate diagnostic analysis and reporting and/or tracking data that will translate business requirements into usable decision support tools. * Leads a team of associates, mentors, trains, and coaches lower level analysts. Minimum Requirements: Requires a BA/BS in Accounting, Finance, or related field and a minimum of 5 years experience in database administration (Access, Teradata, SQL server), general accounting, finance or budgeting and planning in a large for profit organization; or any combination of education and experience, which would provide an equivalent background. For candidates working in person or virtually in the below location(s), the salary* range for this specific position is $76,960 to $138,528. Locations: California; Columbus, OH; District of Columbia (Washington, DC); Illinois; Maryland; Massachusetts; Minnesota; New Jersey; New York In addition to your salary, Elevance Health offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). The salary offered for this specific position is based on a number of legitimate, non-discriminatory factors set by the Company. The Company is fully committed to ensuring equal pay opportunities for equal work regardless of gender, race, or any other category protected by federal, state, and local pay equity laws. * The salary range is the range Elevance Health in good faith believes is the range of possible compensation for this role at the time of this posting. This range may be modified in the future and actual compensation may vary from posting based on geographic location, work experience, education and/or skill level. Even within the range, the actual compensation will vary depending on the above factors as well as market/business considerations. No amount is considered to be wages or compensation until such amount is earned, vested, and determinable under the terms and conditions of the applicable policies and plans. The amount and availability of any bonus, commission, benefits, or any other form of compensation and benefits that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Job Level: Non-Management Exempt Workshift: Job Family: AFA > Financial Reporting, Planning & Analysis Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health. Who We Are Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. How We Work At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business. We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process. The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws. Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process may contact ******************************************** for assistance. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.
    $77k-138.5k yearly 1d ago
  • Senior Analyst, Investor Relations

    6120-Janssen Scientific Affairs Legal Entity

    Finance analyst job in New Brunswick, NJ

    At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow, and profoundly impact health for humanity. Learn more at ******************* Job Function: Finance Job Sub Function: Investor Relations Job Category: Professional All Job Posting Locations: New Brunswick, New Jersey, United States of America Job Description: Johnson & Johnson is hiring for a Senior Analyst, Investor Relations located in New Brunswick, NJ. At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less invasive, and solutions are personal. Through our expertise in Innovative Medicine and MedTech, we are uniquely positioned to innovate across the full spectrum of healthcare solutions today to deliver the breakthroughs of tomorrow and profoundly impact health for humanity. Learn more at *******************/. This individual will provide financial analysis, analytics and insights to the Investor Relations team and J&J executive management. This role will work closely with the finance team to analyze and frame financial results, important metrics, and other relevant information for use during the quarterly earnings announcement and conference call, and throughout the quarter during regular discussions with management and the investment community. This role will include collaboration with, and exposure to, senior leadership of Johnson & Johnson on a regular basis. The role will report to the Senior Manager of Investor Relations. Responsibilities Include: Manage quarterly investor relations reporting requirements from operating companies. Assist in compiling management reporting and preparation materials for J&J executive management team and earnings calls. Own and maintain the external investor relations website. Lead competitive monitoring and reporting, including development of competitive flash reports, dashboards, and leadership briefings. Analyze broker consensus models and perform comparative analytics versus internal forecasts to provide insights that inform IR strategy. Prepare and present Investor Relations materials (presentations, management briefing documents, etc.) for investment community interactions (conferences, roadshows, etc.). Manage the Investor Relations Question & Answer (Q&A) database. Prepare for annual business reviews and support recurring Investor Relations reporting processes. Supervise and develop an FLDP analyst. Qualifications: A minimum of a bachelor's degree is required. Accounting, Finance, or Economics is preferred. Minimum of (3) three years Finance, Accounting, Leadership, or related Business Experience required. Professional Certification (CMA, CPA) and/or MBA preferred. Excellent analytical skills and presentation skills are required. Intermediate to advanced MS Excel required. Ability to challenge business partners and propose alternative solutions required. This position is located in New Brunswick, NJ, and may require up to 5% travel. Johnson & Johnson is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status or other characteristics protected by federal, state or local law. We actively seek qualified candidates who are protected veterans and individuals with disabilities as defined under VEVRAA and Section 503 of the Rehabilitation Act. Johnson & Johnson is committed to providing an interview process that is inclusive of our applicants' needs. If you are an individual with a disability and would like to request an accommodation, external applicants please contact us via *******************/contact-us/careers, internal employees contact AskGS to be directed to your accommodation resource. Required Skills: Preferred Skills: Analytical Reasoning, Annual Report, Business Behavior, Business Communications, Coaching, Communication, Competitive Landscape Analysis, Data Reporting, Financial Analysis, Financial Modeling, Financial Risk Management (FRM), Investor Relations, Market Research, New Program Development, Problem Solving, Relationship Building, Researching, Socially Responsible Investment The anticipated base pay range for this position is : $79,000.00 - $127,650.00 Additional Description for Pay Transparency: Subject to the terms of their respective plans, employees are eligible to participate in the Company's consolidated retirement plan (pension) and savings plan (401(k)). This position is eligible to participate in the Company's long-term incentive program. Subject to the terms of their respective policies and date of hire, employees are eligible for the following time off benefits: Vacation -120 hours per calendar year Sick time - 40 hours per calendar year; for employees who reside in the State of Colorado -48 hours per calendar year; for employees who reside in the State of Washington -56 hours per calendar year Holiday pay, including Floating Holidays -13 days per calendar year Work, Personal and Family Time - up to 40 hours per calendar year Parental Leave - 480 hours within one year of the birth/adoption/foster care of a child Bereavement Leave - 240 hours for an immediate family member: 40 hours for an extended family member per calendar year Caregiver Leave - 80 hours in a 52-week rolling period10 days Volunteer Leave - 32 hours per calendar year Military Spouse Time-Off - 80 hours per calendar year For additional general information on Company benefits, please go to: - *********************************************
    $79k-127.7k yearly Auto-Apply 6d ago
  • Revenue Analyst, Generation

    NRG Energy, Inc. 4.9company rating

    Finance analyst job in Princeton, NJ

    Welcome to the intersection of energy and home services. At NRG, we're all about propelling the next generation of leaders forward. We are driven by our passion to create a smarter, cleaner and more connected future. We deliver innovative solutions that make our customers' lives easier-helping them power, protect, and intelligently manage their homes and businesses. To do this, we need creative and talented people to join our company. We offer a dynamic work environment and a unified and inclusive culture. NRG fosters a strong sense of belonging that leads to better collaboration and business performance. Our company programs are designed to help employees develop the skills they need for success now and in the future. In everything we do, we aim to champion our employees and bring value to our customers, investors and society. More information is available at ************ Connect with NRG on Facebook, Instagram, LinkedIn and X. **Job Summary:** Responsible for monitoring and validating ISO settlement data, interpreting ISO rules to ensure optimal collection of revenues, identifying inaccuracies, analysis of energy trading activities, and associated regulatory reports. **Essential Duties/Responsibilities:** + Responsible for all reconciliation, data entry, validation and responding to all ISO discrepancies for generation meter data on a daily/monthly basis. + Responsible for reconciliation, analysis, and validation of ISO settlement statements. + Work closely with the power trading desks, regulatory affairs personnel, and FERC legal counsel in reconciling internal and external financial settlement requests. + Assist in creating and developing reports for the accounting team and various level of management. + Consistently understand, analyze and review changes to ISO market rules. + Using knowledge of market rules and pending changes, work closely with other regional accounting personnel to ensure that revenue recognition and expense recognition is accurately reflected in the financial accounts and in a timely manner. + Responsible for organizing, validating and submitting EIA monthly/annual reports and FERC Electric Quarterly Reports (EQR), working with generation stations, legal counsel and support staff. + Assist in creating and developing spreadsheets, data retrieval tools and macros for ISO settlements, EIA reporting, FERC EQR and generation optimization. + Comply with Sarbanes Oxley Sec. 404 legislation as it relates to the work processes for Financial Reporting and Regional Accounting department + Additional duties as assigned **Working Conditions:** + Open office environment. + Some overtime required as special projects arise. + Travel (add % of time or minimal, etc.) **Minimum Requirements:** + Bachelor's degree in finance, accounting, business, or related field of study. + Advanced MS Excel modeling skills required. **Preferred Qualifications:** + Energy/ISO experience a plus but not required. + Basic database use skills preferred. **Additional Knowledge, Skills and Abilities:** + Must be an initiative-taker, possess good planning, organization, and communication skills. + Proficient in handling multiple concurrent projects and deadlines. + Ability to respond to changing demands from multiple sources. + Demonstrated analytical and problem-solving skills. The base salary range for this position is: $54,880 - $90,600* *The base salary range above represents the low and high end of the salary range for this position. Actual salaries will vary based on several factors including but not limited to location, experience, and performance. The range listed is just one component of the total compensation package for employees. Other rewards may include annual bonus, short- and long-term incentives, and program-specific awards. In addition the position may be eligible to participate in the benefits program which include, but are not limited to, medical, vision, dental, 401K, and flexible spending accounts. NRG Energy is committed to a drug and alcohol-free workplace. To the extent permitted by law and any applicable collective bargaining agreement, employees are subject to periodic random drug testing, and post-accident and reasonable suspicion drug and alcohol testing. EOE AA M/F/Protected Veteran Status/Disability. Level, Title and/or Salary may be adjusted based on the applicant's experience or skills. EEO is the Law Poster (The poster can be found at *************************************************************************** Official description on file with Talent.
    $54.9k-90.6k yearly 59d ago
  • Senior Analyst, Investor Relations

    Clearway Energy

    Finance analyst job in Princeton, NJ

    What The Role Is The Clearway Finance group is seeking a Senior Analyst, Investor Relations, to support the organization's development and execution of our investor relations strategy to foster strong relationships with investors, analysts, and the broader financial community. This position is located in Princeton, NJ. What You'll Be Doing Market Research Conduct market research to stay informed about industry trends, competitor analysis, and market conditions. Stay abreast of key drivers in analyst models. Provide company analysis and peer valuations, and stay up-to-date. Investor Communications Assist in the preparation of presentations, press releases, and other materials for investor meetings, conferences, and earnings calls. Relationship Management Develop and maintain relationships with investors, analysts, and other stakeholders through regular communication and engagement. Data Management and Website Management Lead the maintenance of investor interactions, CRM tracking investor interactions, as well as updating the public IR website. IR Coordination and Back-Office support Assist in organizing and coordinating investor events such as earnings calls, non-deal roadshows, and calls with key investors. Evaluate key IR service providers within budget and identify new service providers to create value for the IR program. Perform analysis to identify potential investor targets for the company to interact with; provide key takeaways on buying/selling activity of top holders of CWEN's stock Lead interactions and strategy for engagement with retail investors Become familiar with ESG raters and questionnaires that evaluate CWEN What You'll Bring Bachelor's degree in Finance, Business Administration, Economics, or a related field. Minimum of 2-3 years of experience in investor relations, finance, power sector, or a related field. Strong analytical skills, excellent written and verbal communication abilities, and proficiency in financial modeling and analysis. In-depth understanding of financial statements, capital markets, and economic principles. Advanced knowledge of the Microsoft Office suite, particularly Excel and PowerPoint. Familiarity with financial databases (Bloomberg, S&P Capital IQ) and CRM systems is a plus. Ability to build and maintain relationships with a variety of stakeholders, including senior executives, investors, and analysts. Meticulous attention to detail and a high level of accuracy in work output. Ability to work collaboratively in a team environment and contribute to the success of the investor relations strategy. Willingness to travel up to 5-10% of the time for investor meetings. What Would Be Nice Working knowledge of Alteryx or other data automation platforms. Clearway will not sponsor non-immigrant visas for this position (H-1B, TN, E-3, etc.). #LI-Hybrid The pay rate for the successful candidate will depend on geographic location, skills, relevant and demonstrated experience, education, training and certifications, and other factors permitted by law. This role is eligible to earn an annual cash bonus, subject to personal and company performance goals. Salary Range Across all U.S. Locations$82,000-$115,000 USD Clearway Energy Group is leading the transition to a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.6 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.5 GW of conventional dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway's operating fleet generates enough reliable electricity to power more than 3 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com. Our Commitment to Diversity, Equity, & Inclusion Clearway Energy Group's vision is a world powered by clean energy. Along with our public affiliate Clearway Energy, Inc., our portfolio comprises approximately 11.8 GW of gross generating capacity in 26 states, including 9.1 GW of wind, solar, and battery energy storage assets, and over 2.8 GW of flexible dispatchable power generation providing critical grid reliability services. As we develop a nationwide pipeline of new energy projects for the future, Clearway's operating fleet generates enough reliable electricity to power more than 2 million homes today. Clearway Energy Group is headquartered in San Francisco with offices in Denver, Houston, Phoenix, Princeton, and San Diego. For more information, visit clearwayenergygroup.com. Working at Clearway, Hybrid Together Here at Clearway, we're committed to balancing flexibility while fostering strong relationships with our teammates. We do this by prioritizing new hires based near one of our offices in San Francisco, San Diego, Scottsdale, Houston, Denver, & Princeton. Our office-based employees typically work together from fabulous spaces on Tuesdays & Thursdays to collaborate & learn, build community, get to know one another, & enjoy company-provided meals & events. Clearway Energy is an equal opportunity employer that values a broad diversity of talent, knowledge, experience & expertise. We intentionally foster a culture of inclusion that empowers our employees to deliver superior performance to the communities we serve. We encourage minorities, women, individuals with disabilities & protected veterans to join the team. Clearway is a proud promoter of employment opportunities for our Military & Veterans. What We Provide Clearway offers all eligible employees working 20+ hours per week a comprehensive menu of benefits: generous PTO, medical, dental & vision care, HSAs with company contributions, health FSAs, dependent daycare FSAs, commuter benefits, relocation, & a 401(k) plan with employer match, a variety of life & accident insurances, fertility programs, adoption assistance, generous parental leave, tuition reimbursement, & benefits for employees in same-sex marriages, civil unions & domestic partnerships. For more on Clearway benefits, visit our Benefits Website. Notice to Applicants Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances, and regulations for all applicants and employees. We will make reasonable accommodations to enable individuals with disabilities to apply and compete for employment opportunities for which they are qualified. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ***************************** and let us know the nature of your request and your contact information. Notice to California Applicants Clearway Energy is strongly committed to a philosophy of equal opportunity and fully complies with equal employment laws, ordinances and regulations for all applicants and employees.
    $82k-115k yearly Auto-Apply 5d ago
  • Financial Analyst

    Customers Bank 4.7company rating

    Finance analyst job in Hamilton, NJ

    At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives. Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered. Who is Customers Bank? Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with. We get you further, faster. Focused on you: We provide every customer with a single point of contact. A dedicated team member who's committed to meeting your needs today and tomorrow. On the leading edge: We're innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead. Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we're a partner you can trust. What You'll Do: Customers Bank ("Bank") has an immediate opening for a Financial Analyst in the Mortgage Warehouse division. The individual is responsible for financial planning and analysis, budgeting, monthly financial forecasts, financial modeling, financial analysis, and ad hoc analysis and reporting. The individual will be responsible for completing end-of-day close out and reporting as well as assisting on the monthly forecast and balance sheet and income statement annual plan. You will also complete monthly and ad-hoc forecast reporting, partner with finance and accounting, and complete various analysis. This role will have regular interaction with management and financial team liaisons. Responsibilities: * Participate in the annual planning process and monthly forecasts which involves financial modeling, coordinating, and preparing management presentations. * Perform financial modeling of strategic and business inputs. * Provide in-depth line of business plan and monthly forecasting support and analysis, for completion of the annual plan, monthly forecast, and the three-year strategic plan. * Analysis of income and operating expenses to understand trends, address line of business requests and perform variance analysis. * Complete management financial reporting including dashboards, monthly business reviews, profitability reports and other reports as necessary. * Enhance controls and streamline processes, introducing automation and clarity throughout business line. * Review and identify inconsistencies and/or issues within the business unit's forecast and make the appropriate changes in the model and reports. What Do You Need? * Bachelor's degree preferably in finance, mathematics or economics. * 1-5 years of financial or business analyst experience. * Strong academic credentials. * Experience in banking desired, but not necessary. * Working hours for this role are expected to be approximately from 12:00pm - 8:00pm EST and are subject to change. * Experience supporting financial services industry a strong plus. * Familiarity of banking products and processes desired. * Ability to understand and analyze a financial institution balance sheet, income statement, and capital. * Strong analytical, financial modeling and problem-solving skills * Ability to collaborate and effectively communicate with key stakeholders, cross-functional partners and senior leadership. * Strong work ethic and self-initiative, with the demonstrated ability to meet demanding deadlines in a fast-paced and changing work environment. * Willingness to embrace unstructured environments and manipulate large data sets. * Solid organization skills and the ability to manage multiple and competing priorities while achieving superior results. * Strong attention to detail. * The ability to communicate clearly, both verbally and in writing, within the organization and externally. * Commitment to exemplifying the highest integrity and professional business standards, while exercising the utmost discretion in managing sensitive information. * Strong interpersonal skills with the ability to work independently and as part of a team. Technology Skills: * Ability to work with the Microsoft Suite and learn/work with other Customers Bank's applications. * Experience with FP&A systems (experience of Essbase and Workday a plus) * Experience with Power BI desired * Experience utilizing various AI platforms desired * Experience with Microsoft Access databases desired Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also provide "reasonable accommodations", upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws. Diversity Statement: At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.
    $53k-64k yearly est. Auto-Apply 11d ago
  • Financial Analyst

    Clark Davis Associates 4.4company rating

    Finance analyst job in Clark, NJ

    Work closely with Controller and Finance managers on all financial issues. Monthly closing and financial reporting to HQ. Responsible for calculating and entering all sales and expenses accruals, journal entries, reconciling and analyzing Balance Sheets. Responsible for controlling the accuracy of the AX General Ledger, including analysis of transactions from Accounts Payable, Accounts Receivable and Inventory Monthly reconciliations (Retail and Operating bank accounts, AP ledger, and balance sheet accruals) Analyze and resolve all chargebacks for Retail and Web Work with internal and external auditors to ensure proper completion of semi-annual and annul audits Prepare documentation for tax returns and government reporting(Sales and Use Tax) Responsible for the Fixed Asset reporting in AX. Monthly Retail analysis in preparation for the monthly Loss Prevention meetings. Qualifications Team player. Ability to multi-task in a fast paced environment. Analytical and organized. 4+ years' experience in Accounting and Finance department Degree in Accounting is required CPA -Public Accounting experience is a plus Working knowledge of AX and Cognos Advanced Excel a MUST. Well developed verbal and written communication skills Additional Information 50-65k
    $63k-106k yearly est. 4d ago
  • Financial Analyst

    Cpa Search 3.4company rating

    Finance analyst job in Princeton, NJ

    A world leader in medical devices, dedicated to limiting uncertainty for surgeons, so they can concentrate on providing the best patient care. We offer innovative solutions in orthopedics, neurosurgery, spine, reconstructive and general surgery. Job Description Financial Analyst role to provide direct support primarily the Director US Operations FP&A as well as Plant Controllers. This role will be responsible for providing financial support to the above around forecasting and budgeting, as well as ad hoc financial analysis on monthly plant activity, cost savings opportunities and inventory reporting management. Provide financial analysis and business acumen that will assist the Director US Operations FP&A in providing decision support and/or make tactical and strategic decisions in a variety of financial and non-financial areas at US Plants and Global Supply Chain division. Assist Director US Operations FP&A in the preparation of presentations around strategic planning, business reviews, and ad-hoc financial presentations to Senior Management. Analyze and prepare Raw Materials/ Months on Hand Inventory and Strategic inventory information for senior management. Consolidate and assist Plant Controllers in the preparation of reporting analysis, including performance versus prior year and versus budget, inventory management, and monthly re-forecasting. Assist in the annual budget process through the consolidation of budgets from the Plant Controllers and provide financial support to the Director US Operations FP&A for the 5 Year Strategic Plan process. Support the coordination and implementation of interim forecast updates for US Plants and Supply Chain Division Prepare consolidated monthly and quarterly financial commentary to be shared with US Operations Senior Management. Provide financial support on special projects Develop, design and produce ad-hoc reports and analytic models to Qualifications Bachelors degree in Finance and/or Accounting required, MBA or CPA a plus. 2-4 years of plant controlling experience, cost accounting, financial planning & analysis or similar experience supporting a manufacturing environment preferred. Strong Excel skills and facility in financial modeling required Must have ability to multi-task in a fast past environment Excellent communication, organizational skills and interpersonal relationship skills required Experience in Access, Oracle, Cognos, Hyperion, or SAP-BPC a plus Additional Information All your information will be kept confidential according to EEO guidelines.
    $63k-107k yearly est. 4d ago
  • Financial Analyst

    Fes

    Finance analyst job in Cherry Hill, NJ

    FES- Further Enterprise Solutions a leading provider of engineering services, turnkey solutions, and software solutions, Founded in 2002 by wireless industry veterans, FES has rapidly grown to become a leading provider of innovative solutions to leading telecommunications providers and equipment manufacturers. FES is headquartered in Philadelphia, PA with branch offices through the U.S. and Canada to ensure a rapid response and face to face contact with our clients and staff. Job Description Wireless engineering company is seeking a finance/office administrator to fill a key role within our organization. The ideal candidate will possess accounting and record-keeping (Quickbooks Pro perferred) skills, be detail oriented and extremely organized. We are seeking someone who is self-motivated with excellent communication skills and an ability to handle multiple tasks efficiently and effectively. This is an entry-/mid- level position, which will report to the company's CFO. Qualifications Requirements: 1. Bachelor's Degree and relevant work experience required 2. Strong Computer Skills including MS Excel required 3. Knowledge of Sage 100 ERP 4. Strong attention to detail 5. Experience in A/R, A/P and G/L 6. Strong communication skills (in person, on the phone, email and voicemail) Responsibilities: 1. Invoicing and/or reviewing accuracy of Sage entries and invoices 2. Track company projects for invoicing purposes 3. Perform monthly bank reconciliation 4. Assist CFO with project profit analysis 5. Assist with quarter and year-end book close 6. Assist with budgeting and forecasting Compensation comensurate with experience Additional Information
    $59k-92k yearly est. 4d ago
  • Revenue Analyst

    Futrell Solutions

    Finance analyst job in Woodbridge, NJ

    Our client is seeking a talented Financial Analyst to join the Fee Department. This candidate will need to be able to aggregate a large volume of data and develop meaningful analyses. This will be a hands on and analytical role covering financial reviews and forecasting that presents career development opportunities. Responsibilities Develop a deep understanding of our client fees to create management reports and perform financial analyses Perform analytical review of monthly, quarterly and annual fee revenue Will assist in current year and future year forecast Develop fee modelling and simulations for senior management Create a monthly reporting package for management Complete other special projects and financial analyses upon request Learn to create customized special reports for fee department using available tools (Excel, SQL or Cognos) Qualifications: A Bachelor's degree in business, finance or related field 1-3 years of experience in data and/or financial analysis and reporting Strong knowledge of Excel Knowledge of Oracle, SQL and PL/SQL or equivalent a plus Working knowledge of Cognos and/ or Global + is a plus Excellent analytical and collaboration skills Needs to be willing to learn the fee process at a detailed level Effective communication and interpersonal skills Excellent attention to detail and highly motivated Ability to manage multiple concurrent tasks and responsibilities Able to work overtime as required
    $63k-91k yearly est. 60d+ ago
  • Investment Consultant II - Merrill Premium

    Bank of America Corporation 4.7company rating

    Finance analyst job in Pennington, NJ

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach. Responsibilities: Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships Educates potential and existing clients about investment products, services, and trading strategies offered by the bank Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts Deliver exceptional service to clients by answering general account inquiries Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients Assist clients with brokerage consumer website usage and navigation Educate potential and existing clients about investment products, services and trading strategies Research and resolve client requests Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations Required Qualifications: * Series 7 & 66 required (if not currently held, Series 66 must be obtained within 90 days) * Demonstrated passion and interest in financial markets * Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy * Strong analytical and organizational skills * Detail oriented, with good follow-up skills * Strong interpersonal skills * Ability to multi-task in a dynamic environment * Requires basic knowledge of the organization, products and/or services * Requires knowledge of financial markets and trading strategies * Excellent verbal and written communication skills * Proven ability to meet and exceed productivity and performance goals * Must be technologically savvy and able to quickly learn new systems * Ability to adapt and seek solutions for customers in a fast-paced environment * Must be flexible to work assigned shift within center hours of operation * Strong desire for point of call resolution * Focus on client satisfaction Desired Qualifications: * Call center experience is preferred but not required * Previous Brokerage experience is a plus * 1+ years of financial industry experience Skills: Account Management Advisory Client Experience Branding Customer and Client Focus Oral Communications Active Listening Attention to Detail Client Solutions Advisory Issue Management Pipeline Management Causation Analysis Client Management Policies, Procedures, and Guidelines Risk Management Trading Shift: 1st shift (United States of America) Hours Per Week: 40
    $54k-92k yearly est. 22d ago
  • Investment Consultant - Princeton, NJ

    Charles Schwab 4.8company rating

    Finance analyst job in Princeton, NJ

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $82k-145k yearly est. 2d ago
  • Construction Surety Underwriter / Financial Analyst

    Travelers Insurance Company 4.4company rating

    Finance analyst job in Edison, NJ

    **Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. **Job Category** Underwriting **Compensation Overview** The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards. **Salary Range** $109,300.00 - $180,200.00 **Target Openings** 1 **What Is the Opportunity?** Bond & Specialty Insurance provides management and professional liability insurance, as well as surety bonds to businesses and non-profit organizations of all sizes. As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers. This role is part of the Construction Services team which provides surety bonds to public and private owners of construction projects. Underwriters also analyze business operations, financial statements and evaluate market forces to provide consultative services to contractors. The Account Executive Officer (AEO) will partner with agents and brokers to provide insurance or surety solutions to customers. An AEO will analyze and evaluate risk to achieve business goals within an assigned book of business. This role is seen as a technical resource. As an AEO, you are decisive, detail-oriented, and know how to build relationships internally and externally and negotiate terms to drive results. Your ability to independently assess complex risk, negotiate terms, and sell our products in challenging markets will contribute to the profitability and success of Travelers. **What Will You Do?** + Manage the profitability, growth, and retention of an assigned book of business primarily comprised of moderately to highly complex accounts. + Underwrite and skillfully negotiate complex customer accounts to minimize risk and maximize profitability. + Execute business unit underwriting strategies across your book of business to achieve profit and growth objectives. + Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to identify cross-selling opportunities. + Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings. + Identify and capture new business opportunities using consultative marketing and sales skills. + Develop and execute individual agency sales plans that align with region/group sales plans to drive team success. + Train and mentor less experienced underwriters. + Perform other duties as assigned. **What Will Our Ideal Candidate Have?** + Bachelor's degree. + Five to eight years of applicable underwriting experience. + Deep knowledge of products, working knowledge of the regulatory environment, and of local insurance and surety markets. + Strong critical thinking skills with the ability to underwrite, market products, identify financial challenges, and analyze available information to make decisions in alignment with our risk appetite. + Excellent communication skills with the ability to successfully negotiate in difficult situations with agents and brokers. + Experience coaching and mentoring others. **What is a Must Have?** + Four years of underwriting, product knowledge, financial analysis, or risk assessment experience. **What Is in It for You?** + **Health Insurance** : Employees and their eligible family members - including spouses, domestic partners, and children - are eligible for coverage from the first day of employment. + **Retirement:** Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers. + **Paid Time Off:** Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays. + **Wellness Program:** The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs. + **Volunteer Encouragement:** We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice. **Employment Practices** Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. To learn more about our comprehensive benefit programs please visit ******************************************************** .
    $109.3k-180.2k yearly 60d+ ago
  • Revenue Analyst, Generation

    NRG Energy, Inc. 4.9company rating

    Finance analyst job in Princeton, NJ

    Welcome to the intersection of energy and home services. At NRG, we're all about propelling the next generation of leaders forward. We are driven by our passion to create a smarter, cleaner and more connected future. We deliver innovative solutions that make our customers' lives easier-helping them power, protect, and intelligently manage their homes and businesses. To do this, we need creative and talented people to join our company. We offer a dynamic work environment and a unified and inclusive culture. NRG fosters a strong sense of belonging that leads to better collaboration and business performance. Our company programs are designed to help employees develop the skills they need for success now and in the future. In everything we do, we aim to champion our employees and bring value to our customers, investors and society. More information is available at ************ Connect with NRG on Facebook, Instagram, LinkedIn and X. Job Summary: Responsible for monitoring and validating ISO settlement data, interpreting ISO rules to ensure optimal collection of revenues, identifying inaccuracies, analysis of energy trading activities, and associated regulatory reports. Essential Duties/Responsibilities: * Responsible for all reconciliation, data entry, validation and responding to all ISO discrepancies for generation meter data on a daily/monthly basis. * Responsible for reconciliation, analysis, and validation of ISO settlement statements. * Work closely with the power trading desks, regulatory affairs personnel, and FERC legal counsel in reconciling internal and external financial settlement requests. * Assist in creating and developing reports for the accounting team and various level of management. * Consistently understand, analyze and review changes to ISO market rules. * Using knowledge of market rules and pending changes, work closely with other regional accounting personnel to ensure that revenue recognition and expense recognition is accurately reflected in the financial accounts and in a timely manner. * Responsible for organizing, validating and submitting EIA monthly/annual reports and FERC Electric Quarterly Reports (EQR), working with generation stations, legal counsel and support staff. * Assist in creating and developing spreadsheets, data retrieval tools and macros for ISO settlements, EIA reporting, FERC EQR and generation optimization. * Comply with Sarbanes Oxley Sec. 404 legislation as it relates to the work processes for Financial Reporting and Regional Accounting department * Additional duties as assigned Working Conditions: * Open office environment. * Some overtime required as special projects arise. * Travel (add % of time or minimal, etc.) Minimum Requirements: * Bachelor's degree in finance, accounting, business, or related field of study. * Advanced MS Excel modeling skills required. Preferred Qualifications: * Energy/ISO experience a plus but not required. * Basic database use skills preferred. Additional Knowledge, Skills and Abilities: * Must be an initiative-taker, possess good planning, organization, and communication skills. * Proficient in handling multiple concurrent projects and deadlines. * Ability to respond to changing demands from multiple sources. * Demonstrated analytical and problem-solving skills. The base salary range for this position is: $54,880 - $90,600* *The base salary range above represents the low and high end of the salary range for this position. Actual salaries will vary based on several factors including but not limited to location, experience, and performance. The range listed is just one component of the total compensation package for employees. Other rewards may include annual bonus, short- and long-term incentives, and program-specific awards. In addition the position may be eligible to participate in the benefits program which include, but are not limited to, medical, vision, dental, 401K, and flexible spending accounts. NRG Energy is committed to a drug and alcohol-free workplace. To the extent permitted by law and any applicable collective bargaining agreement, employees are subject to periodic random drug testing, and post-accident and reasonable suspicion drug and alcohol testing. EOE AA M/F/Protected Veteran Status/Disability. Level, Title and/or Salary may be adjusted based on the applicant's experience or skills. EEO is the Law Poster (The poster can be found at ************************************************************************ Official description on file with Talent. Nearest Major Market: New Jersey
    $54.9k-90.6k yearly 5d ago
  • Financial Analyst

    Customers Bank 4.7company rating

    Finance analyst job in Hamilton, NJ

    At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives. Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered. Who is Customers Bank? Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with. We get you further, faster. Focused on you: We provide every customer with a single point of contact. A dedicated team member who's committed to meeting your needs today and tomorrow. On the leading edge: We're innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead. Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we're a partner you can trust. What You'll Do: Customers Bank (“Bank”) has an immediate opening for a Financial Analyst in the Mortgage Warehouse division. The individual is responsible for financial planning and analysis, budgeting, monthly financial forecasts, financial modeling, financial analysis, and ad hoc analysis and reporting. The individual will be responsible for completing end-of-day close out and reporting as well as assisting on the monthly forecast and balance sheet and income statement annual plan. You will also complete monthly and ad-hoc forecast reporting, partner with finance and accounting, and complete various analysis. This role will have regular interaction with management and financial team liaisons. Responsibilities: Participate in the annual planning process and monthly forecasts which involves financial modeling, coordinating, and preparing management presentations. Perform financial modeling of strategic and business inputs. Provide in-depth line of business plan and monthly forecasting support and analysis, for completion of the annual plan, monthly forecast, and the three-year strategic plan. Analysis of income and operating expenses to understand trends, address line of business requests and perform variance analysis. Complete management financial reporting including dashboards, monthly business reviews, profitability reports and other reports as necessary. Enhance controls and streamline processes, introducing automation and clarity throughout business line. Review and identify inconsistencies and/or issues within the business unit's forecast and make the appropriate changes in the model and reports. What Do You Need? Bachelor's degree preferably in finance, mathematics or economics. 1-5 years of financial or business analyst experience. Strong academic credentials. Experience in banking desired, but not necessary. Working hours for this role are expected to be approximately from 12:00pm - 8:00pm EST and are subject to change. Experience supporting financial services industry a strong plus. Familiarity of banking products and processes desired. Ability to understand and analyze a financial institution balance sheet, income statement, and capital. Strong analytical, financial modeling and problem-solving skills Ability to collaborate and effectively communicate with key stakeholders, cross-functional partners and senior leadership. Strong work ethic and self-initiative, with the demonstrated ability to meet demanding deadlines in a fast-paced and changing work environment. Willingness to embrace unstructured environments and manipulate large data sets. Solid organization skills and the ability to manage multiple and competing priorities while achieving superior results. Strong attention to detail. The ability to communicate clearly, both verbally and in writing, within the organization and externally. Commitment to exemplifying the highest integrity and professional business standards, while exercising the utmost discretion in managing sensitive information. Strong interpersonal skills with the ability to work independently and as part of a team. Technology Skills: Ability to work with the Microsoft Suite and learn/work with other Customers Bank's applications. Experience with FP&A systems (experience of Essbase and Workday a plus) Experience with Power BI desired Experience utilizing various AI platforms desired Experience with Microsoft Access databases desired Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws. Diversity Statement: At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.
    $53k-64k yearly est. Auto-Apply 12d ago

Learn more about finance analyst jobs

How much does a finance analyst earn in Toms River, NJ?

The average finance analyst in Toms River, NJ earns between $49,000 and $113,000 annually. This compares to the national average finance analyst range of $46,000 to $104,000.

Average finance analyst salary in Toms River, NJ

$74,000
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