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Remote Investment Analyst - AI Trainer ($50-$60/hour)
Data Annotation
Remote finance and marketing analyst job
We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model.
In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning.
Benefits:
● This is a full-time or part-time REMOTE position
● You'll be able to choose which projects you want to work on
● You can work on your own schedule
● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work
Responsibilities:
● Give AI chatbots diverse and complex problems and evaluate their outputs
● Evaluate the quality produced by AI models for correctness and performance
Qualifications:
● Fluency in English (native or bilingual level)
● Detail-oriented
● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management
● A current, in progress, or completed Masters and/or PhD is is preferred but not required
Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.
$50-60 hourly 60d+ ago
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Remote Licensed Financial Services Professional
Cirkal Financial Services Fl. LLC
Remote finance and marketing analyst job
Remote Licensed Financial Services Representative Type: Commission-Based Independent Contractor About Us: Cirkal Financial Services is a growing national firm dedicated to helping individuals, families, and businesses achieve financial security through life insurance, retirement planning, and wealth-building strategies. Our mission is to empower communities through financial literacy and smart financial solutions.
Position Overview:
We're seeking motivated, individuals willing to become licensed financial professionals who are passionate about helping clients protect and grow their wealth. As a Remote Financial Services Representative, you'll have the flexibility to work from anywhere, access comprehensive training, and represent top-tier financial products and carriers.
Responsibilities:
Educate clients on life insurance, annuities, and financial planning options
Develop customized strategies to meet client needs
Build long-term client relationships through trust and service excellence
Maintain required state licenses and compliance standards
Qualifications:
Active state Life & Health Insurance License (or willingness to obtain)
Strong communication and interpersonal skills
Self-motivated and entrepreneurial mindset
Experience in sales, finance, or customer service a plus
What We Offer:
Remote flexibility with unlimited earning potential
Access to top carriers and products
Ongoing mentorship and professional development
Advancement opportunities within Cirkal Financial Services
To Apply:
Send your resume or inquiry to []
$39k-74k yearly est. 4d ago
Research Analyst: Computing, AI and Digital Infrastructure Transformation
ABI Research 4.0
Remote finance and marketing analyst job
ABI Research seeks a strongly motivated Technology Analyst to join our distinguished team of market intelligence professionals. In this role, you will conduct rigorous market analysis, develop actionable strategic insights, and establish yourself as a recognized thought leader in emerging technologies. We are seeking a highly motivated professional with demonstrated expertise in computing technologies and AI, combined with the intellectual curiosity and analytical acumen to deliver transformative insights to our global client base.
This position offers a unique opportunity for a driven professional who thrives in a dynamic, fast-paced environment and excels in both independent research and collaborative team settings. We seek someone with genuine passion for emerging technologies-particularly AI and edge computing-coupled with exceptional communication skills, strategic thinking capabilities, and a proven ability to deliver actionable market intelligence to diverse stakeholders.
Key Responsibilities
Deliver expert analysis and strategic recommendations that address unique industry challenges
Lead and contribute to high-impact strategic research programs, with primary focus on computing technologies, AI and digital infrastructure transformation
Engage directly with industry leaders, conducting in-depth interviews and presenting findings to key clients
Collaborate with internal analysts and industry experts to identify strategic requirements, evaluate market potential for emerging technologies, and translate complex business and technology challenges into actionable research deliverables that identify trends, inflection points, and addressable market opportunities
Author authoritative research reports, market forecasts, competitive landscape analyses, and thought leadership articles within areas of specialized expertise
Expand ABI Research's portfolio across digital infrastructure, AI, and hardware/software technologies, employing rigorous qualitative and quantitative methodologies informed by client insights and industry developments
Build and maintain a prominent industry profile through strategic engagement with technology leaders, participation in conferences, and thought leadership contributions via articles, presentations, and media interactions
Provide cross-functional support and technical expertise to analyst colleagues and other organizational teams, contributing application, market, and product knowledge across research domains
Required Qualifications and Competencies
Bachelor's degree required; advanced degree in computer science, business, or related field is advantageous
Self-motivated professional with demonstrated intellectual curiosity, rapid learning capabilities, and genuine passion for technological innovation and market transformation
Career-oriented individual with exceptional work ethic, proactive problem-solving approach, and determination to drive meaningful impact
Commitment to developing deep expertise in digital and compute technology transformation, including a comprehensive understanding of major industry players, competitive dynamics, technology trends, and evolving business models
Client-centric mindset with open-minded, innovative approach to solving complex business and analytical challenges
Professional experience in product management, new product development, product marketing, market research, or industry analysis strongly preferred
Strong quantitative and qualitative analytical skills with proven ability to synthesize complex data into actionable insights
Exceptional written and verbal communication skills, with the ability to articulate complex technical concepts to diverse audiences
Advanced proficiency in Excel and data manipulation tools; experience with statistical analysis software and data visualization platforms a plus
Previous industry or market analysis experience preferred; familiarity with technology research methodologies highly valued
Location
ABI Research is fully remote in the U.S., with physical offices in the U.K. and Singapore.
Company Description
ABI Research is a forward-thinking, fast-paced company specializing in the technologies of tomorrow. ABI Research is family-friendly and offers competitive compensation along with an extremely generous benefit and vacation package in addition to rewarding achievement by promoting within. Be part of a global team of thought leaders and influencers, and apply today!
$83k-152k yearly est. 1d ago
Business Subject
Comtech Global, Inc. 4.3
Finance and marketing analyst job in Columbus, OH
Role:- Senior Business Subject Matter Expert
Years of Relevant Experience:
More than 10 years
Preferred Education:
4-year college degree in computer science or a related field with advanced study preferred; certifications in data governance, project management, or enterprise architecture are a plus.
Job Description:
Summary - Senior Business Subject Matter Expert (SME1)
The Senior Business Subject Matter Expert (SME) supports the Chief Data Officer (CDO) in executing the organization's Data Governance and Management strategy. This role bridges business needs and technical implementation, ensuring that data governance structures, processes, and education initiatives are effectively deployed across the agency. The SME brings deep experience in data architecture, stakeholder engagement, and public sector consulting to operationalize the CDO's vision.
Role Description
Supports the CDO in executing the first-year Data Governance setup activities, including policy rollout, stakeholder engagement, and operational planning.
Leads the development and execution of Statements of Work (SOWs) aligned with the CDO's strategic roadmap.
Designs and implements the operational components of the Data Governance framework, including data classification, cataloging, stewardship models, and lifecycle management.
Develops and delivers targeted education and onboarding sessions for data owners, custodians, stewards, and users to build data literacy and clarify roles.
Collaborates with the CDO to define and document governance roles, responsibilities, and escalation paths.
Provides technical and process guidance to ensure compliance with State of Ohio policies (e.g., IT-19 Data Governance, IT-13 Data Classification) and regulatory standards.
Advises executive stakeholders on governance best practices and change management strategies to support cultural adoption of data accountability.
Assists in identifying and documenting data-related risks, opportunities, and improvement areas to inform the CDO's strategic planning.
Supports the CDO in evaluating and implementing new technologies and tools that enhance data governance and analytics capabilities
Supports the identification and prioritization of data analytics use cases that align with agency goals and governance maturity.
Job Duties and Responsibilities
Support the CDO in reporting progress to executive leadership and refining the governance roadmap based on lessons learned.
Translate the CDO's strategic goals into actionable implementation plans and deliverables.
Conduct stakeholder interviews and surveys to assess current data practices and identify gaps in governance maturity.
Develop and maintain a governance playbook, including SOPs, data classification schemas, and data cataloging guidelines.
Coordinate with IT, legal, procurement, and business units to ensure governance processes are integrated into daily operations.
Monitor and report on the progress of governance initiatives, providing updates and recommendations to the CDO and Data Governance Committee.
Facilitate workshops and training sessions to promote a culture of data accountability and stewardship.
Support the CDO in reviewing data-related procurements, technology assessments, and compliance audits.
Mandatory skills
· Strong understanding of data governance frameworks (e.g., DAMA-DMBOK)
and their application in public sector environments.
· Experience supporting executive leadership in strategic data initiatives.
· Excellent facilitation and communication skills, with the ability to engage
both technical and non-technical audiences.
· Familiarity with state-level IT policies and compliance requirements,
particularly IT-19 and IT-13.
· Demonstrated ability to design and implement scalable governance
processes and tools.
· Strong analytical, problem-solving, and process improvement skills.
· Experience with metadata management, data quality, and data cataloging
tools is a plus.
$52k-67k yearly est. 4d ago
Principal, Financial Planning & Analysis
Wellington Management Company 4.9
Remote finance and marketing analyst job
Principal, Financial Planning & Analysis page is loaded## Principal, Financial Planning & Analysislocations: Boston, MA, United Statestime type: Full timeposted on: Posted Yesterdayjob requisition id: R93222# **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.# # About the RoleThe Principal, Financial Planning & Analysis - Global Operations plays a key role in providing financial insight, analytical support, and operational performance reporting to drive strategic decision-making across the firm's global platform. This position partners closely with business and operation leaders and finance teams to enhance financial visibility, improve cost efficiency, and ensure alignment with organizational goals.This role will be strategic partner to the Head of Global Operations and the Director of Finance, Infrastructure to help achieve business outcomes while ensuring financial excellence. This is a dynamic role that requires strong general business leadership skills, including the ability to frame the key issues, develop recommendations, and influence outcomes. The role bridges the firm's operational strategy with financial stewardship, execution, and organizational communications while leveraging financial and operational datasets and technology to enhance efficiency and decision-making. **KEY RESPONSIBILITIES*** Develop and maintain financial models, forecasts, and variance analyses for the Global Operations Division.* Support budgeting and long-range planning processes, providing detailed analysis on cost drivers, trends, and efficiency opportunities.* Creation and management of proactive analytics that unlock ideas and enables high-level discussion of investment & growth areas* Partner with global operations teams to monitor key performance indicators (KPIs), identify process improvement areas, and evaluate financial impacts while supporting strategic vision and initiatives .* Drive cost efficiency and operational excellence across the financial and operational processes with a lens on efficiency and scale* Prepare and present monthly and quarterly management reports highlighting performance metrics, expense trends, and operational insights.* Assist with business case development for new initiatives, technology investments, and vendor partnerships.* Perform cost-benefit analyses to evaluate global operations projects and process enhancements.* Continuous evaluation and support for cost allocation, transparency, problem-solving and execution* Collaborate with the global accounting team to ensure accurate accruals, allocations, and financial reporting.* Contribute to continuous improvement of financial reporting tools, data visualization dashboards, and automation initiatives.**SKILLS & COMPETENCIES*** Demonstrable 10+ years of relevant work experience in finance with global operations or technology leadership experience, ideally within a global environment.* Strong analytical and quantitative skills with proven ability to interpret complex financial data.* Proficiency in Excel and financial modeling; experience with BI tools (e.g., Power BI, Tableau) a plus.* Strategic thinker with the ability to provide forward-looking analysis and recommendations.* Strong leadership and interpersonal skills with the ability to collaborative effectively across functions and influence decision-making at all levels of the organization.* Demonstrated ability to: i) rapidly master new activities coupled with a strong focus on attention to detail, ii) learn new technology/applications, and iii) solve problems in a creative manner* Working knowledge of ERP systems (Workday) and financial reporting platforms (Adaptive).* Excellent written and verbal communication skills with the ability to present insights to senior leadership.* Detail-oriented, organized, and proactive with strong problem-solving capabilities.* Ability to thrive in a dynamic, fast-paced, and globally integrated environment.Not sure you meet 100% of our That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.*As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to* *race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law***.* If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at ************************************.*At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:USD 120,000 - 225,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time) We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
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$124k-165k yearly est. 4d ago
Financial Analyst
Russell Tobin 4.1
Finance and marketing analyst job in Columbus, OH
💼 Asset Movement Team Associate - Finance Entry-Level Opportunity (Full-Time)
🎯 Perfect for Recent Grads!
Are you a recent graduate with less than 1 year of experience or finance internships? This is your foot in the door to the finance industry!
⚠️ Contract Position - 3 months duration
📋 What You'll Do:
Review and approve money movement transactions 💸
Provide world-class customer service 🌟
Work with Morgan Stanley branch associates
Apply risk policies to prevent fraud 🔒
Stay current on SEC/FINRA compliance rules 📚
🎓 What We're Looking For:
Recent college graduates or equivalent experience
Basic experience with Microsoft Suite 💻
Strong communication and interpersonal skills 🗣️
Attention to detail and organizational skills 📊
Ability to learn new systems quickly ⚡
🌟 Why This Role?
Fast-paced, high-quality work environment
Team collaboration with critical thinking
Exposure to compliance and risk management
Technology and project experience
Excellent entry point into finance career!
💡 Additional Opportunities Available! We have other positions available for recent grads! If you think you'd be a good fit, please reach out to me - I'd love to discuss more opportunities that might align with your career goals! 📞✨
$44k-63k yearly est. 1d ago
Lifecycle Marketing Specialist
Archer Review LLC 4.6
Remote finance and marketing analyst job
About the Company Archer Review is a private equity-backed education technology company supporting medical and nursing students in their professional journeys. Our mission is to equip health care learners, educators and leaders with the knowledge, resources and confidence they need to succeed - personally and professionally.
Our fully remote team of educators, clinicians, technologists, creatives and operators support and collaborate one another and share a genuine commitment to making a difference.
Archer Review has been recognized for four consecutive years by Inc. 5000 and for two years by Deloitte Technology Fast 500 as one of the fastest-growing technology companies in the United States. The company also ranks No. 5 on the 2024 Financial Times list and No. 3 on the Inc. Southwest Regionals list for high growth companies.
Our Values
Excellence: We innovate constantly, adapt with agility, embrace challenges, welcome change, move with intention, and hold ourselves accountable.
Outcomes: We deliver real outcomes that include measurable progress, skills mastery, and meaningful achievements.
Empathy: We see the world through the eyes of our learners and partners, meeting them where they are, adapting to their needs, and walking alongside them with compassion and respect.
Service: We are trusted partners who provide forward-thinking approaches and world-class service.
About the Role
We are looking for a Lifecycle Marketing Specialist who will be responsible for developing and executing programs that guide customers through every stage of their journey with Archer Review-from first engagement and onboarding to long-term retention, upsell, and re-engagement.
In this role, you will report to the Director of Growth Marketing and take ownership of designing and managing cross-channel lifecycle programs that drive customer engagement, reduce churn, and maximize lifetime value. You'll work closely with product, content, and creative teams to ensure communications are personalized, value-driven, and aligned with the unique needs of our B2B and B2C audiences.
This role is ideal for a marketer who is passionate about building strong customer relationships, has an eye for detail, and thrives on using data to optimize campaigns and unlock growth opportunities.
Base Salary: $65,000 - $70,000
What you'll do
Map the customer journey: Design and implement multi-touchpoint lifecycle strategies across email, SMS, and in-app messaging to engage customers at every stage.
Retention & engagement: Create campaigns that build loyalty, deepen engagement, and reduce churn through personalized communication and timely interventions.
Upsell & cross-sell: Partner with growth and product teams to identify opportunities for expansion, promoting additional products that match customer needs.
Segmentation & personalization: Use behavioral, demographic, and lifecycle data to deliver targeted, relevant messages to different customer segments.
Experimentation & optimization: Plan and run A/B tests to improve subject lines, creative, CTAs, and timing, continuously refining campaign effectiveness.
Referral Program Management: Oversee and optimize our referral program to drive word-of-mouth growth, ensuring customers have a seamless experience and incentives align with business goals.
Analytics & reporting: Track, analyze, and report on key lifecycle metrics such as email open and click-through rates, demos, activation, retention, churn, and customer lifetime value.
Collaboration: Work closely with product, content, and creative teams to ensure lifecycle marketing initiatives align with brand strategy and business goals.
Innovation: Stay current with lifecycle marketing best practices, tools, and trends, bringing fresh ideas to test and scale.
About you
3-5 years of experience in lifecycle, CRM, retention, or email marketing roles.
Hands-on experience with marketing automation platforms (e.g., HubSpot, Marketo, Pardot, Customer.io, or similar).
Strong understanding of customer journey mapping and behavioral triggers.
Proven track record of building, launching, and optimizing lifecycle programs that deliver measurable results.
Excellent analytical skills; comfortable working with data to inform decision-making.
Strong copywriting and communication skills with a customer-first mindset.
Highly organized and detail-oriented, able to manage multiple projects in a fast-paced environment.
Bonus Points
Experience in Ed-Tech or Healthcare industries
Our Benefits
Comprehensive medical, dental and vision insurance for employees and their families
Flexible & encouraged PTO
Company HSA contribution of $90/month for eligible plans
Company-paid life insurance and disability coverage
401(k) with company match (100% match on first 3%, 50% match on the next 2%)
Archer Review is an equal opportunity employer. We welcome applications from candidates of all backgrounds and experiences.
Please note that as part of our standard hiring process, the company conducts background checks with the candidate's consent, consistent with applicable local, state, and federal laws. For roles based in or performed in Austin, Texas, background checks are initiated only after a conditional offer has been made, in accordance with the City of Austin Fair Chance Hiring Ordinance.
The pay range for this role is:
65,000 - 70,000 USD per year (Remote (United States))
$65k-70k yearly 1d ago
Entry Level Financial Professional (Remote)
BYO Financial
Remote finance and marketing analyst job
We are seeking a Financial Professional, Part-Time or Full-Time to join our team immediately! Our firm is rapidly expanding across North America. Our goal is to take an educational approach and deliver our expertise to people from all walks of life. We provide a complimentary financial plan for anyone who needs help or feels they are being overlooked by the traditional financial services industry.
This is a professional position for individuals who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions (because we only promote from within).
You DO NOT need to quit your EXISTING CAREER.
NO experience is necessary for the right candidate. FULL world-class training is provided. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (including but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance). Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, we are looking for you!
OUR COMPANY OFFERS:
Full, In-Depth Training Program
Flexible Schedule
Part-Time and Full-Time Positions Available
Exciting Work Environment
Unlimited Growth Potential
Work From Home
KEY RESPONSIBILITIES:
Study, learn, and execute with on-the-job training
Shadow client meetings, plan designs and presentations
Analyze client financials to determine their needs and risk tolerance
Review available options for clients
Recommend which areas or services fit the client's need
Participate in marketing and expansion strategies and efforts
QUALIFICATIONS:
Minimum 18 years of age
Legal U.S. Resident, Citizen, or Work Permit with SSN
Valid US government issued ID
Soft background check required
No criminal history/record
A working laptop and internet connection
Able to complete licensing requirements within 30 days
Accountable with a high level of integrity
PREFERRED QUALITIES:
We are looking for individuals that have the following qualities and mindset:
Honesty and integrity are characteristics you live by.
You value and believe in our mission and cause.
You have an entrepreneurial spirit.
You are constantly looking for personal growth.
You are a leader or want to learn to lead.
You are a self-starter and goal-oriented.
You can work independently and work well as a team player.
Sports/Club/Team Background, Sales, and Teaching experience is always a plus.
INCOME MODEL:
1099 Contractor
Commission income with no ceiling or cap (one client may result in $2,500 and next might be $20,000)
Residual income per annual client contract anniversary
Passive income base for agency development
Equity asset and full business ownership
Bonuses
World travel
ENVIRONMENT:
Incredible training program and positive team environment. Must be passionate about learning and helping individuals, families, and businesses with short, mid, and long-term financial goals: retirement planning, college, life planning, investments, wealth preservation, wills, estates, trusts, etc. Training and work hours are flexible. As an independent professional, you are in control and manage your schedule. The right business-minded individual is motivated to invest their time to help others. Commission-based position (1099). NO prior certification, experience, or education is necessary. Work from home or remote. We have a strong and resilient history working with students, graduates, military, professionals, and diverse ethnicities to develop high-touch financial professionals and leaders in a professional and lucrative industry.
Do not apply if you live outside the U.S. Do not apply if you are looking for a work visa.
At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.
Job Responsibilities
Preparation of tax returns as it relates to high-net-worth individuals, primarily their personal income tax return as well as their closely held businesses, trust, estate, and gift tax returns
Conduct basic tax research into industry and government developments as it relates to wealth planning opportunities and strive to maintain up-to-date tax knowledge
Communicate with the team to ensure all relevant information is collected or addressed while managing competing priorities
Assist in identifying and promoting the development of new delivery capabilities and/or channels to satisfy evolving market requirements
Support the partner team in the development and planning of practice strategy, objectives, and budgets
Requirements
Bachelor's Degree in Accounting, Tax, Finance or related discipline
Minimum of 1 year experience in US tax consulting/compliance within public accounting
Must be eligible to sit for the CPA exam
Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
Flexibility to work from home while collaborating in person half the time.
"Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.
Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract.
Armanino has a robust offering of benefits, including:
Medical, dental, vision
Generous PTO plan and paid sick time
Flexible work arrangements
401K with Profit Sharing
Wellness program
Generous parental leave
11 paid holidays
For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.
For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance
To view our Consumer Notice at Collection for job applicants, please visit: ****************************************************
We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.
$53k-68k yearly est. 1d ago
3 months ago VC Lab Venture Capital Marketing Associate Palo Alto 2+ experience
Creativefuego
Remote finance and marketing analyst job
VC Lab Venture Capital Marketing Associate
Decile Group ( *********************** ) is transforming venture capital into a force for good in the world. We are working to launch 1,000 next-generation venture capital firms by 2025, changing the face of venture capital. We run VC Lab, the leading venture capital accelerator worldwide and operate the Decile Hub platform, reducing the barriers of entry for next generation investors to launch and grow meaningful early-stage investment firms.
We are hiring a Marketing Associate to create content and social media campaigns for next generation venture capitalists, appealing to both general partners and limited partners worldwide. The ideal candidate will have written and produced engaging social media content about startup investing or venture capital.
Decile Group provides a fast-paced startup environment, where everyone has the opportunity to help with everything. You will have an opportunity to experience every facet of venture capital. This is a unique opportunity to take your content to the next level.
Remote candidates are accepted.
The Marketing Associate responsibilities include:
Build a social media presence to attract a large following
Assist with video and podcast creation
Manage content publication across all social platforms
Manage vendors to support content creation
Assist producing virtual events for general partners and limited partners
What You Have:
2+ years of experience of content creation on business social sides (i.e. LinkedIn & Twitter)
Has developed a social following in startups or in investing
Track record of shipping engaging social content
Proficiency with using social, video, and podcasting tools
Exceptional written and verbal communication skills
High emotional intelligence and intuition
Detail-oriented and analytical nature
Ability to thrive in a fast-growing startup
What We Offer:
Ability to help change the world
Vibrant work environment of passionate and capable peers
Opportunities for personal growth and role expansion
Perks of a fast-growing startup
Flexible remote work environment
$40,000 - $60,000 a year
How to Apply:
If you don't tick every box above, we'd still encourage you to apply. We're building a diverse team whose skills balance and complement one another.
Please describe why you are uniquely qualified for this position as a Director of Content in the competitive field of Venture Capital to apply, as well as submitting your resume.
Salary and benefits are commensurate with experience.
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A sports marketing agency in Brooklyn is seeking a driven Athlete Marketing Associate for hands-on experience in sports marketing. Responsibilities include supporting marketing campaigns, researching brand partnerships, and assisting in communications. Ideal candidates will have strong communication skills, attention to detail, and a passion for sports. This remote/hybrid role is commission-based, offering opportunities for growth within a fast-paced environment.
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$28k-39k yearly est. 2d ago
Financial Analyst
BMG Money 4.4
Remote finance and marketing analyst job
Job Title: FinancialAnalyst
Department: Finance / Capital Markets
Reports To: Head of Capital Markets
Type: Full-Time
FLSA: Exempt
FinancialAnalyst (Capital Markets & Credit Analytics)
Job Summary BMG Money is hiring a FinancialAnalyst with 3+ years of experience to support our unsecured consumer lending platform through disciplined credit analytics and capital markets execution. This role sits at the intersection of credit modeling, borrowing base management, investor reporting, covenant tracking, and partner communication across our warehouse lenders and forward flow counterparties. The FinancialAnalyst helps ensure financing facilities operate smoothly, reporting is accurate and on-time, and internal teams stay aligned on deliverables that impact liquidity and investor confidence.
Supervisory Responsibilities
None.
Duties/Responsibilities
Credit Analytics & Scenario Modeling
Builds and maintains credit performance analytics for unsecured consumer portfolios, including vintage/cohort views, delinquency roll rates, and charge-off tracking.
Develops scenario and sensitivity analyses to quantify the impact of underwriting and policy changes on portfolio cash flows and losses.
Creates decision-ready views that translate performance drivers into expected outcomes for stakeholders in Credit, Risk, and leadership.
Warehouse Lender & Partner Support
Supports day-to-day execution for warehouse lenders and forward flow partners, including recurring reporting and performance discussions.
Owns borrowing base and eligibility reporting, including loan tape preparation, eligibility flags, concentrations, and tie-outs to source systems.
Maintains clean partner deliverables and repeatable processes to ensure consistency month-to-month.
Investor Reporting & Covenant Tracking
Produces and QAs monthly investor/lender reporting packages, including servicing reports and compliance certificates.
Tracks and monitors covenants and triggers across facilities, such as concentration limits, performance triggers, and liquidity covenants.
Maintains a covenant calendar and internal tracker with clear ownership, due dates, and escalation paths.
Internal Coordination & Project Management
Acts as a connective tissue across Credit, Servicing, Data/BI, Accounting, Treasury, and Legal/Compliance to deliver analysis on time.
Runs workstreams by defining requirements, timelines, milestones, and providing weekly status updates.
Improves processes through automation and controls, including reconciliation checklists and documented SOPs.
Required Skills/Abilities
Technical & Operational Skills
Advanced proficiency in Excel/Google Sheets for structured models and sensitivity tables.
Proficiency in SQL for data pulls, transformations, and reproducibility.
Strong cross-functional project management skills and experience building controls like reconciliation checklists.
Communication & Analytical Skills
Clear communicator able to present and write in a way that lenders and internal executives can trust.
Strong analytical judgment to isolate drivers, quantify impact, and make actionable recommendations.
High level of accuracy with a focus on tight tie-outs and low error rates.
Education and Experience
Bachelor's degree in Finance, Economics, or a related field (implied by role).
3+ years of experience in financial analysis, credit analytics, or capital markets operations required.
Direct experience with unsecured consumer lending performance analytics (DQ buckets, roll rates, vintage tracking) required.
Experience in fintech, specialty finance, or consumer lending strongly preferred.
Experience with Looker/BI dashboards or Python/R for automation is a plus.
Physical Requirements
Prolonged periods of sitting at a desk and working on a computer.
Must be able to communicate effectively via video conferencing and utilize digital collaboration tools for prolonged periods.
$57k-85k yearly est. Auto-Apply 9d ago
Public Finance Investment Banking Analyst
Northland Securities 3.8
Remote finance and marketing analyst job
At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization.
About This Role:
Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process
Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures
Develop understanding of Northland strategic vision
Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps
Assist with entering new markets, products, etc.
Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan
Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets
Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison
Learn the applicable data systems and how the support the structuring of debt
Research outstanding debt for targeted issuers to identify and run potential refunding scenarios
Run various financing structure alternatives for prospects and clients as requested
Assist with business development activities
Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings
Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects
Identify, register for, and attend applicable trade shows
Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation
Coordinate file documentation and closings
Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison
Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities
Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing)
Complete compliance continuing education
Ensure adherence to Northland compliance requirements in business development materials and process documents
Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing)
Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards
Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act
Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development
Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan
Practice Northland values and support the goals and strategic plan
Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues
Complete special projects as assigned within allotted time frame
Be accountable for continuous best efforts to complete the job assigned
Conduct all work activities ethically
The Ideal Candidate for This Role:
MUST HAVE: Experience in Public Finance
Bachelor's degree in Accounting and/or Finance preferred
3 plus years in an Accounting, Finance or Investments role
General understanding of credit/finance related concepts
Must be detailed oriented
Proficient in MS office suite
Must have strong communications/presentation skills
Achieve or maintain series 50, 52, 63, SIE exam/licenses
Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $62,047.00-$102,377.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about our benefits here: ***************************************
For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251800
Registration Requirement:
This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.
Equal Opportunity & Belonging:
We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
Northland follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$100k-150k yearly Auto-Apply 21d ago
Public Finance Investment Banking Analyst
Firstnational 3.8
Remote finance and marketing analyst job
At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
Serve as a key figure in the Public Finance investment banking group as lead analyst on deal analytics, disclosure and offering documents, and serving as a key contact with internal and external stakeholders. Comply with all applicable regulatory and ethical requirements of the industry, markets and organization.
About This Role:
Develop a thorough understanding and ability to execute Public Finance including the business, market, issues / sectors, requirements, regulations, and analytic structure options and process
Obtain and summarize market data to assist PF with understanding, identifying, and analyzing trend opportunities within the market including markets, products, services, sectors, types of issuances, underwriting, and Public Finance structures
Develop understanding of Northland strategic vision
Participate in identifying and maintaining understanding of strengths, weaknesses, opportunities, threats, gaps
Assist with entering new markets, products, etc.
Provide input and recommendations to manager to enhance departmental effectiveness and the strategic plan
Contribute to and support defined strategy, revenue targets, goals, objectives and activities with regard to individual, Public Finance, and Capital Markets
Provide ongoing support to the Public Finance team including providing analytic support, offering document creating and review, closing document creation and review, and serving as an internal and external liaison
Learn the applicable data systems and how the support the structuring of debt
Research outstanding debt for targeted issuers to identify and run potential refunding scenarios
Run various financing structure alternatives for prospects and clients as requested
Assist with business development activities
Identify prospects for the Public Finance bankers to engage and prompting and follow-ups when beneficial; make initial contact with targeted issuers to set up introductory meetings
Assist in creation of financing proposals, presentations, pitch books and one-pagers as requested by the Public Finance bankers; participate in presentations to prospects
Identify, register for, and attend applicable trade shows
Assist with internal deal processing activities including engagement committee process, credit analysis, and sales bulletin preparation
Coordinate file documentation and closings
Develop strong working relationship with issuers, counsel, rating agencies and credit enhancers to serve as an effective Northland Public Finance liaison
Develop appropriate reporting tools to communicate with Northland management regarding general Public Finance activities, including business development activities
Understand and adhere to all Northland policies, laws, and FINRA / SEC regulations application to role (Ongoing)
Complete compliance continuing education
Ensure adherence to Northland compliance requirements in business development materials and process documents
Maintain awareness on the Capital Markets compliance and regulatory environment (e.g. NASD, SEC) (Ongoing)
Report all issues, violations of law or regulations in accordance with the steps defined in the Northland compliance standards
Understand and adhere to all of the accountabilities listed above specifically related to Anti-Money Laundering and the USA Patriot Act
Exhibit professional behavior, promote positive working relationships, and drive your personal and professional development
Research, identify and recommend in-depth / comprehensive / detailed training and learning opportunities for self based on individual development plan
Practice Northland values and support the goals and strategic plan
Be proactive and respectful in all relationships; exercise a willingness to be a resource to colleagues
Complete special projects as assigned within allotted time frame
Be accountable for continuous best efforts to complete the job assigned
Conduct all work activities ethically
The Ideal Candidate for This Role:
MUST HAVE: Experience in Public Finance
Bachelor's degree in Accounting and/or Finance preferred
3 plus years in an Accounting, Finance or Investments role
General understanding of credit/finance related concepts
Must be detailed oriented
Proficient in MS office suite
Must have strong communications/presentation skills
Achieve or maintain series 50, 52, 63, SIE exam/licenses
Salary range for this role is between $100,000 - 150,000.00 & is dependent on location and candidate experience.
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $62,047.00-$102,377.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about our benefits here: ***************************************
For additional information regarding compensation and benefits, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251800
Registration Requirement:
This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.
Equal Opportunity & Belonging:
We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
Northland follows federal law regarding the use of marijuana
(this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
$100k-150k yearly Auto-Apply 21d ago
Remote Financial Analyst
Primecore Vanguard Financial
Remote finance and marketing analyst job
We are seeking a highly analytical, detail-oriented, and self-motivated Remote FinancialAnalyst to join our team. In this fully remote role, you will support strategic decision-making by analyzing financial data, preparing reports, and delivering actionable insights to leadership. The ideal candidate thrives in a remote environment, manages time effectively, and communicates clearly across distributed teams.
Responsibilities
Analyze financial statements, budgets, and operational data to identify trends, risks, and opportunities
Prepare and present financial reports, dashboards, and insights for management and stakeholders
Assist with budgeting, forecasting, and variance analysis
Build and maintain financial models to support business planning and strategic initiatives
Ensure accuracy, organization, and confidentiality of financial records
Perform data validation, reconciliation, and financial research
Collaborate remotely with cross-functional teams to gather data and support decision-making
Support month-end and year-end close processes
Stay current on financial best practices, market trends, and regulatory requirements
Requirements
Bachelors degree in Finance, Accounting, Economics, Business Administration, or a related field
12 years of experience in financial analysis, accounting, or a related role (or willingness to undergo training)
Strong proficiency in Microsoft Excel, Google Workspace, and financial analysis tools; experience with ERP or accounting software is a plus
Excellent analytical, problem-solving, and quantitative skills
Strong written and verbal communication skills for remote collaboration
High level of attention to detail and accuracy
Ability to manage confidential information with discretion
Reliable high-speed internet connection and a quiet, distraction-free workspace
Self-directed, organized, and capable of managing deadlines independently
Training Program
For candidates without prior experience, we offer a 3-week remote training program covering:
Financial analysis fundamentals and reporting standards
Budgeting, forecasting, and variance analysis
Financial modeling techniques
Use of financial software, collaboration, and productivity tools
Remote communication and workflow best practices
Salary
Annual Salary: $87,000 (USD)
Benefits
Comprehensive health insurance
401(k) plan with company match
Paid time off (vacation, sick leave, and holidays)
Performance-based bonuses
What We Offer
Fully remote work environment with flexible scheduling
Competitive annual salary
Full benefits package including health insurance, 401(k), and paid time off
Opportunities for professional growth and advancement
Performance-based bonus structures and long-term career incentives.
If you are a motivated, detail-oriented professional with a passion for network engineering and enjoy working independently, please submit your application along with your resume and cover letter.
Required qualifications:
Legally authorized to work in the United States
21+ years or older
$87k yearly 2d ago
Equity Analyst - REMOTE - Est Only
Insight Global
Remote finance and marketing analyst job
Collect customer requirements, determine technical issues, and design reports to meet data analysis needs. Identify new sources of data and methods to improve data collection, analysis, and reporting. Collect, analyze, and report data to meet customer needs. 4 years of experience are required.
Join this enterprise networking organization-one of our fastest-growing sales teams and the talent engine that consistently delivers profitable growth. We serve the customer lifecycle by connecting customers with transformative solutions to drive business value and efficiency. Here, you'll find a supportive environment with coaching, training, and on-the-job learning to accelerate your career. Enjoy our award-winning, flexible workplace powered by the latest technology, where innovation and giving back to the community are at the heart of what we do. Be part of a dynamic team that thrives on adapting to market changes and making an impact.
Your Impact: Data Analyst
As a Data Analyst supporting Strategy, Planning, and Operations, you will play a critical role in enabling Global Virtual Sales organization to make data-driven decisions and drive operational excellence. You will collaborate closely with business leaders, sales teams, and cross-functional partners to deliver actionable insights, optimize processes, and support strategic initiatives that fuel growth and efficiency.
What You'll Do
- Analyze & Interpret Data: Gather, validate, and analyze sales, customer, and operational data to identify trends, opportunities, and areas for improvement across the organization.
- Deliver Actionable Insights: Develop dashboards, reports, and visualizations that translate complex data into clear, actionable business intelligence for leaders and teams.
- Support Strategic Planning: Provide data-driven recommendations to inform strategy development, resource allocation, and business planning.
- Drive Operational Efficiency: Identify process bottlenecks and recommend solutions to streamline operations and enhance productivity.
- Collaborate Across Teams: Partner with Sales, Marketing, Finance, and other stakeholders to support business reviews, forecasting, and performance tracking.
- Promote Innovation: Leverage latest analytics tools and technologies to drive continuous improvement and innovation in sales operations.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: ****************************************************
Skills and Requirements
- Hands-on experience (3+ years) with data cleaning, preprocessing, and ensuring data quality using SQL and data warehousing tools such as Snowflake, SAP HANA or other.
- Proficiency (3+ years) in creating, optimizing, and maintaining data flows and Tableau (or similar) dashboards to visualize and communicate key business metrics.
- Strong analytical skills with demonstrated ability (3+ years) (sales or marketing preferred) to conduct market trend analysis and deliver actionable insights.
Desired Skills/Qualifications/System Experience requirements: ("Nice to have Qualifications")
- Prior experience working with Cisco datasets or within the Cisco ecosystem. Salesforce experience a plus as well.
- Familiarity with scripting languages such as Python or R for advanced data manipulation and analysis.
- Excellent communication skills with the ability to present complex data findings to non-technical stakeholders.
$81k-124k yearly est. 16d ago
Financial Analyst, Corporate FP&A Reporting
Kofax, Inc. 4.7
Remote finance and marketing analyst job
Tracking Code U25-115 Job Level Not Applicable Category Accounting and Finance Type Full-Time/Regular The FinancialAnalyst, Corporate FP&A Reporting supports the company's forecasting, budgeting, consolidations, long range planning, and risk and opportunity management processes. This role helps bring together financial inputs across FP&A teams, including revenue, bookings, churn, renewals, headcount, and operating expenses, into a complete and accurate corporate forecast.
The analyst will assist in preparing Board of Directors materials, monthly reporting, and executive presentations. The role requires strong technical capability, expert level Excel skills, and the ability to translate financial data into clear charts, visuals, and presentation ready materials. The position also supports organizational efforts through documentation, file structure upkeep, and consistent application of reporting standards.
Key Responsibilities
Corporate Forecasting, Budgeting, and Long-Range Planning
* Support company-wide budgeting and forecasting cycles by consolidating financial inputs from FP&A business partners
* Contribute to long range planning model updates and related financial analyses
* Maintain and update corporate models with accuracy and attention to detail
* Support risk and opportunity tracking and prepare summaries for leadership
Financial Consolidation and Reporting
* Consolidate revenue, bookings, churn, renewals, expenses, and headcount into an integrated corporate forecast
* Prepare monthly and quarterly reporting packages for leadership review
* Support the development of Board of Directors presentation materials
* Create charts, tables, and visuals that clearly communicate key financial insights
* Support company-wide projects, analyses, and ad hoc requests
Technical Modeling and Analytics
* Build and maintain driver based financial models using Excel and other financial planning tools
* Apply solid modeling techniques including scenario analysis, variance analysis, and trend analysis
* Support FX neutral and budget neutral analyses when needed
* Ensure accuracy and consistency across modeling and data consolidation
* Utilizes AI-enabled tools (e.g., chatbots, document automation, analytics assistants) to improve efficiency, accuracy, and streamline routine tasks while following company AI governance and data privacy standards
Process, Organization, and Documentation
* Support organization of shared FP&A files and folders, including consistent use of SharePoint
* Help maintain documentation and desktop procedures that guide recurring processes
* Assist with process improvements and tools that enhance clarity and efficiency across FP&A
* Assist in improving reporting consistency and streamlining FP&A workflows
ABOUT OUR PLATFORM
Tungsten Automation's Intelligent Automation software platform helps government agencies transform information-intensive business processes, reduce manual work and errors, minimize costs, and improve customer engagement. We combine Generative AI, Knowledge Management, Intelligent Document Processing, Process Orchestration, mobility and engagement, and analytics to ease implementations and deliver dramatic results that mitigate compliance risk and increase competitiveness, growth and profitability-particularly crucial for highly regulated industries facing complex compliance requirements. No other software vendor offers a platform of complementary technologies integrated into a scalable, manageable software platform, positioning us to grow and dominate the process automation space.
While the job description describes what is anticipated as the requirements of the position, the job requirements are subject to change based upon any changing needs and requirements of the business.
Required Experience
* 2-5 years of experience in FP&A, corporate finance, or financial analysis
* Expert level Excel skills with demonstrated ability to build and maintain financial models
* Familiarity with financial planning systems (such as Anaplan, Adaptive Insights, Pigment, or Oracle PBCS) is a plus
* Experience with BI or data visualization tools (Tableau, Power BI) is a plus
* Ability to communicate financial information clearly both verbally and in written formats
* Strong attention to detail, problem-solving skills, and organizational skills
* Skills in prompting AI systems and assessing output quality
* Ability to leverage AI to ideate, develop, and scale to the needs of their department
* Proactive, collaborative, and able to support multiple priorities in a fast-paced environment
Tungsten Automation Corporation, Inc. is an Equal Opportunity Employer M/F/Disability/Vets
The base salary range for this role, across the US, is $97,000 - $108,000. Your actual base pay within this range will be determined by your work location as well as skills, qualifications, experience, and relevant education/training. The range provided reflects only the base salary for the role and does not include benefits.
This position is located in Remote, United States. View the Google Map in full screen.
$97k-108k yearly 60d+ ago
Lead Corporate Strategy Analyst (Remote)
Jobgether
Remote finance and marketing analyst job
This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Analyst - Corporate Strategy - REMOTE. In this role, you will be key in driving strategic growth initiatives and addressing complex business challenges. You will employ your analytical skills to develop actionable insights and support cross-functional teams. Your expertise in strategic analysis and business planning will directly impact the company's ability to innovate and respond to market changes. This remote opportunity allows you to contribute to the company's vision from your home location while collaborating with various stakeholders to shape impactful strategies.Accountabilities
Contribute to the development of strategic concepts and techniques.
Conduct in-depth strategic analyses and create comprehensive business plans.
Lead cross-functional teams to collaboratively solve complex problems.
Research industry trends for strategic positioning.
Facilitate prioritization and selection processes for new business opportunities.
Present findings and recommendations to senior executives.
Support the development of long-term transformational strategies.
Requirements
Bachelor's Degree required.
5 - 8 years of relevant experience or advanced degree with reduced experience.
Strong healthcare industry experience is preferred.
Proven track record in identifying and creating business value.
Exceptional inductive and deductive reasoning skills.
Ability to influence without formal authority.
Strong communication skills, particularly with executive leadership.
Benefits
Flexible remote working environment.
Opportunity for career advancement.
Collaborative team culture.
Access to industry resources and best practices.
Continuing education and professional development support.
Health and wellness programs.
Why Apply Through Jobgether? We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.#LI-CL1We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
$47k-75k yearly est. Auto-Apply 4d ago
Financial Contract Manager / Financial Analyst II
MSU Careers Details 3.8
Remote finance and marketing analyst job
Coordinates and assists in the operational activities of MSU Health Care, Inc.'s contract administration. The Financial Contract Manager supports the finance and Risk Team with preparation, negotiation, and execution of a variety of financial contracts across MSU Health Care lines of business, and in conformance with Michigan State University policies and practices. This role requires close collaboration with finance, supply chain, and leadership teams to ensure the seamless execution of contracts. This person will have extensive knowledge of key components found in commercial contracts, including, among other things, indemnity, insurance, limitations of liability, consequential damages, warranty, risk of loss, delivery and acceptance, and payment provisions.
Key Responsibilities:
Performs work directly related to the financial viability of contracts as well as drafting, reviewing, negotiating, and processing contracts via the University's contract management system.
Serve as the primary point of contact for contract-related matters.
Prepares or reviews financial analyses including return on investment and fair market value to be used for planning and budgeting purposes.
Tracks and monitors the progress of contract reviews to ensure contracts are completed in a timely manner.
Analyze final contracts to ensure complete execution and optimal spending. Communicate any relevant details to all parties (executive staff, program leaders).
Monitor expenses against budgets in real-time, generating monthly variance reports and provide {monthly reports} on budget status to program directors. Communicate any variances of the budgeted amount to program directors/board.
Maintains the contract management system with up-to-date data for each contract.
Assists with the preparation of the agenda and minutes for the MSU HCI contract committee.
Collaborate in budgets to ensure contact information is capture and oversee contract financial operations, ensuring resources are utilized effectively and aligned with expectations.
Minimum Requirements
Knowledge equivalent to that which normally would be acquired by completing a four-year college degree program in Accounting or Finance with relevant course work in Computer Science; three to five years of related and progressively more responsible or expansive work experience in professional financial statement preparation including cost accounting or auditing or registration as a Certified Public Accountant; requires experience in word processing, office management, spreadsheet, and accounting software; or an equivalent combination of education and experience.
Desired Qualifications
Understand financial and legal language and principles, and other relevant matters
Ability to research and apply contract language
Strong interpersonal, research, and negotiation skills
Proficiency in using technology for contract management
Exceptional interpersonal skills with the ability to communicate effectively across all levels of the organization
Strong analytical and problem-solving skills, with a forward-thinking mindset.
Ability to think outside the box and approach tasks with creativity and innovation.
Ability to understand general business operations, concepts, issues, and dynamics beyond the scope of basic contract/legal issues.
Driven and self-motivated with a strong desire for learning.
Excellent time management skills with a proven ability to meet deadlines.
Ability to maintain confidentiality, and to exercise discretion and good judgment.
Proficient with Microsoft Office Suite or related software.
Equal Employment Opportunity Statement
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, age, disability or protected veteran status.
Required Application Materials
Cover letter
Resume
Work Hours
STANDARD 8-5
Website
https://healthcare.msu.edu/
Remote Work Statement
MSU strives to provide a flexible work environment and this position has been designated as remote-friendly. Remote-friendly means some or all of the duties can be performed remotely as mutually agreed upon.
The Bidding and Eligibility ends on 01/20/2026 at 11:55 PM
$52k-68k yearly est. 5d ago
Delivery Finance Analyst
GE Aerospace 4.8
Remote finance and marketing analyst job
SummaryWhether you want to work at one of our facilities as the site leader's right hand helping to make business decisions or at headquarters on a larger finance team, we have an opportunity for you. You'll get to work with budgets of various sizes and complexities, while collaborating with others. Our finance and accounting teams span the globe, providing unmatched learning, development, and career growth opportunities.
Drive end-to-end OE and MRO forecasting excellence, integrating Clear to Launch and Clear to Build to enable visibility and operational problem solving. This role will serve as the primary finance partner for Fulfillment and IM shops.Job Description
Roles and Responsibilities
Own OE and MRO forecasting: integrating Clear to Launch and Clear to Build; establish rigor, transparency, and issue escalation to support operational problem solving.
Operationalize the 18-month rolling volume process. Design, implement, and sustain a standard, repeatable cadence. Build analytics that generate operational insights and drive business decisions.
Establish data governance across forecasting processes: define data standards, ownership, and quality checks to ensure a timely, high-quality forecast with operational insights.
Facilitate monthly and quarterly bottoms-up cycles, partnering cross-functionally to reconcile top-down and bottom-up views. Produce clear executive-ready readouts that translate data into actions.
Own volume target setting for both IM shops and Divisions in partnership with the Materials Planning. Define a repeatable, accountable process with clear expectations and owners.
Use FLIGHT DECK tools to deploy standard work, visual management and problem solving to increase visibility, connect operations and simplify team workload.
Required Qualifications
Bachelor's degree from an accredited university or college with at least 6+ years of relevant experience.
Proficiency in financial tools and systems, like Hyperion and Excel. Alteryx experience is a plus
Experience in Aerospace, industrials or services with aftermarket exposure
Proven ability to simplify complex data into clear narratives for senior leadership
Desired Characteristics
Proven experience in forecasting and planning in complex environments
Strong modeling, analytical and problem-solving skills.
Ability to implement data governance with dashboards and decision support
Excellent verbal / written communication skills
Demonstrated ability to lead cross-functional programs / projects
Continuous improvement mindset with interest in using FLIGHT DECK or lean systems to achieve goals
The base pay range for this position is $137,000.00 - 183,000.00 USD Annual. The specific pay offered may be influenced by a variety of factors, including the candidate's experience, education, and skill set. This position is also eligible for an annual discretionary bonus based on a percentage of your base salary. This posting is expected to close on 01/21/2026.
Healthcare benefits include medical, dental, vision, and prescription drug coverage; access to a Health Coach, a 24/7 nurse-based resource; and access to the Employee Assistance Program, providing 24/7 confidential assessment, counseling and referral services. Retirement benefits include the GE Retirement Savings Plan, a tax-advantaged 401(k) savings opportunity with company matching contributions and company retirement contributions, as well as access to Fidelity resources and planning consultants. Other benefits include tuition assistance, adoption assistance, paid parental leave, disability insurance, life insurance, and paid time-off for vacation or illness.
General Electric Company, Ropcor, Inc., their successors, and in some cases their affiliates, each sponsor certain employee benefit plans or programs (
i.e
., is a “Sponsor”). Each Sponsor reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion. No individual has a vested right to any benefit under a Sponsor's welfare benefit plan or program. This document does not create a contract of employment with any individual.
Additional Information
GE Aerospace offers a great work environment, professional development, challenging careers, and competitive compensation. GE Aerospace is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE Aerospace will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable).
Relocation Assistance Provided: No
#LI-Remote - This is a remote position
$137k-183k yearly Auto-Apply 10d ago
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