Finance associate jobs in Pittsburgh, PA - 215 jobs
All
Finance Associate
Finance Analyst
Relationship Banker
Banker
Bank Specialist
Finance Specialist
Equity Trader
Finance Internship
Finance Specialist
Artech LLC 3.4
Finance associate job in Pittsburgh, PA
Salary Range:
Competitive
Introduction
We are seeking a dedicated and experienced professional to join our team in a dynamic financial planning role within the finance and banking industry. This position offers a contract-to-hire opportunity, providing a pathway to grow and excel in your career.
Required Skills & Qualifications
Applicants must be able to work directly for Artech on W2
Client Suite (Excel - pivots), 5+ Years of Experience Required.
Communication - verbal and written, 5+ Years of Experience Required.
Work with business partners (business office, managers), 5+ Years of Experience Required.
Financial acumen, 5+ Years of Experience Required.
Business case/ contract/ budget review experience, 5+ Years of Experience Required.
Forecasting/ Annual Planning, 5+ Years of Experience Required.
Preferred Skills & Qualifications
Experience with Hyperion.
Bachelor's Degree in Finance preferred.
5 years or more experience in finance.
Day-to-Day Responsibilities
Develop and analyze business cases related to technology contracts with vendors.
Create and manage budgets and forecasts.
Review contracts and estimates for accuracy and compliance.
Conduct variance analysis to identify trends and areas for improvement.
Company Benefits & Culture
Supportive and inclusive work environment.
Opportunities for professional growth and development.
Flexible working hours to promote work-life balance.
For immediate consideration please click APPLY to begin the screening process with Alex.
$54k-90k yearly est. 5d ago
Looking for a job?
Let Zippia find it for you.
Relationship Banker - Pittsburgh Market
Bank of America Corporation 4.7
Finance associate job in Penn Hills, PA
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 an 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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Can be flexible to work weekends and/or extended hours as needed
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$27k-34k yearly est. 3d ago
Proprietary Equity Trader Position
T3 Trading Group 3.7
Finance associate job in Plum, PA
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
$65k-121k yearly est. Easy Apply 60d+ ago
Financial Analyst
Creative Financial Staffing 4.6
Finance associate job in Pittsburgh, PA
Salary: $65,000-$75,000
Position Overview We are seeking a detail-oriented Financial Analyst to join our finance team. The Financial Analyst will support budgeting, forecasting, and financial reporting, providing insights to guide business decisions. This role offers exposure to financial modeling, variance analysis, and collaboration with multiple departments to improve financial performance.
Responsibilities
Prepare financial analyses, reports, and forecasts
Support budgeting and monthly/quarterly close processes
Monitor key financial metrics and provide variance analysis
Assist in preparing financial statements and management reports
Collaborate with departments to evaluate financial performance and opportunities
Develop financial models to support strategic decisions
Ensure compliance with GAAP and company policies
Qualifications
Bachelor's degree in Finance, Accounting, or related field
1-3 years of financial analysis or related experience
Proficiency in Excel (pivot tables, VLOOKUP, financial modeling)
Experience with financial systems (QuickBooks, NetSuite, or similar)
Strong analytical, problem-solving, and organizational skills
Ability to work independently and collaboratively
Excellent communication and presentation skills
Work Schedule & Culture
Monday-Friday, 9:00 AM-5:00 PM
Collaborative and supportive team environment
Opportunities for professional growth and development
$65k-75k yearly 15h ago
Analyst - Financial
Wesco 4.6
Finance associate job in Pittsburgh, PA
As a Financial Analyst, you will be responsible for the preparation, coordination, and documentation of forward-looking financial and business-related projects. You will prepare financial forecasts and/or reports and provide analytical support for an assigned area. You will identify trends and development and present findings to management.
**Responsibilities:**
+ Prepares financial forecasts, analyses, and reports for assigned business unit management team.
+ Supports development of unit's annual budget, tracks and analyzes variances throughout the year.
+ Monitors progress toward objectives.
+ Provides analyses and recommendations based on financial data and other pertinent information.
+ Works with business managers to prepare sales commission documents and track results
+ Identifies issues and suggests courses of action, makes recommendations for improving operations, and resource allocation.
+ Works closely with other corporate and business unit resources to improve standardization and implements best practices.
+ Supports and directs implementation of operational improvements.
+ Serves as corporate finance's point of contact for assigned business unit(s).
+ Ensures compliance with policies and procedures.
**Qualifications:**
+ Bachelors' Degree required
+ 2 years of financial analysis experience
+ GAAP, financial statements, internal controls, and SOX requirements
+ Strong overall business skills and common-sense approach to issues
+ Strong communication and presentation skills with ability to translate complex analytical data into easily understandable format
+ Strong teamwork, collaboration, and communication skills
+ Proficiency with Microsoft Office is required; intermediate Excel skills and familiarity with Power BI are preferred
+ Large information and accounting systems
+ Report writing experience is preferred
_\#LI-RA1_
At Wesco, we build, connect, power and protect the world. As a leading provider of business-to-business distribution, logistics services and supply chain solutions, we create a world that you can depend on.
Our Company's greatest asset is our people. Wesco is committed to fostering a workplace where every individual is respected, valued, and empowered to succeed. We promote a culture that is grounded in teamwork and respect. With a workforce of over 20,000 people worldwide, we embrace the unique perspectives each person brings. Through comprehensive benefits (**************************************************************************** and active community engagement, we create an environment where every team member has the opportunity to thrive.
Learn more about Working at Wesco here (******************************************************************* and apply online today!
Founded in 1922 and headquartered in Pittsburgh, Wesco is a publicly traded (NYSE: WCC) FORTUNE 500 company.
_Wesco International, Inc., including its subsidiaries and affiliates ("Wesco") provides equal employment opportunities to all employees and applicants for employment. Employment decisions are made without regard to race, religion, color, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, or other characteristics protected by law. US applicants only, we are an Equal Opportunity Employer. _
_Los Angeles Unincorporated County Candidates Only: Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act._
$65k-95k yearly est. 60d+ ago
Private Client Banker - SW Pittsburgh Market - Pittsburgh, PA
Jpmorgan Chase 4.8
Finance associate job in Canonsburg, PA
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
**Job responsibilities**
+ Shares the value of Chase Private Client with clients that may be eligible
+ Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
+ Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
+ Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
+ Adheres to policies, procedures, and regulatory banking requirements
**Required qualifications, capabilities, and skills**
+ Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
+ 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
+ Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
+ Compliance with Dodd Frank/Truth in Lending Act*
+ High school degree, GED, or foreign equivalent
+ Adherence to policies, procedures, and regulatory banking requirements
+ Ability to work branch hours, including weekends and some evenings
**Preferred qualifications, capabilities, and skills**
+ Excellent communication skills
+ College degree or military equivalent
+ Experience cultivating relationships with affluent clients
+ Strong team orientation with a commitment of long-term career with the firm
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
$40k-91k yearly est. 60d+ ago
Mortgage Banking Specialist
First National Trust Company
Finance associate job in Pittsburgh, PA
Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania. 15219.Join our team. Make a difference - for us and for your future.
Mortgage Banking Specialist
Business Unit: Mortgage Administration
Reports to: Varies based on assignment
Position Overview:
This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities. ( Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals.
Primary Responsibilities:
Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals.
Counsels customers on lending options and solutions to meet their needs.
Supports and facilitates key banking partnerships.
Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations.
Provides direction, feedback, and performance coaching to Sales Assistant, and is responsible for the daily management of Sales Assistant's production performance, efficiencies and loan quality, as well as their overall customer experience delivery. Provides recommendations to management as to recruiting, hiring, and advancement of Sales Assistants and other support team members.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
3
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Ability to use general office equipment
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Basic Level
MS PowerPoint - Basic Level
BS or BA degree preferred.
Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
N/A
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$34k-58k yearly est. Auto-Apply 6d ago
Financial Analyst
Century Support Services 3.6
Finance associate job in North Huntingdon, PA
JOB TITLE: Financial Analyst/Financial Modeler
DEPARTMENT: Finance
REPORTING RELATIONSHIP: Chief Financial Officer
FLSA STATUS: Salary (Exempt)
Century is one of the nation's largest debt settlement companies, helping consumers resolve their unsecured debts. This is an exciting opportunity to join a high-growth, evolving, proven, and successful organization. The company's culture is built on caring for its clients and employees for over 20 years.
We value each and every one of our team members and recognize that their wide array of perspectives and life experiences fuel the strength of our organization. Our ongoing commitment to every member of our team has earned us several ‘best/top workplace' and ‘growth' awards, and those recognitions inspire us to continually exceed expectations.
JOB SUMMARY:
The Financial Analyst / Modeler will play a critical role in financial planning, forecasting, and strategic decision-making for a growing debt settlement company. This role is responsible for building and maintaining complex financial models that evaluate client portfolios, settlement performance, cash flows, profitability, and regulatory impacts. The ideal candidate has strong analytical skills, deep Excel and modeling expertise, and experience in consumer finance, lending, debt settlement, or financial services.
DUTIES AND RESPONSIBILITIES
Develop and maintain detailed financial models:
-Client enrollments, attrition and settlement timelines
-Cash flow forecasting and managing the borrowing base/leverage
-Portfolio performance and settlement rate assumptions
-Channel/Customer/Portfolio profitability analysis
-Update and maintain performance curves
Model scenario and sensitivity analyses to assess business risks and opportunities.
Prepare management reporting dashboards and KPI's.
Partner with Accounting to ensure alignment between forecasts and actual results.
Provide financial and operational insights to senior leadership to support strategic initiatives, growth planning, capital allocation and comp structure.
Data Analytics and Visualization:
-Partner with data, operations and accounting teams to ensure data accuracy.
-Optimize BI sources and calculations to improve performance and usability.
Assist the Sr. Financial Analyst with development of the annual operating plan/budget.
Assist with due diligence on portfolio acquisitions or other M&A activity as needed.
Update and monitor the unit economics model. This will involve understanding the core performance drivers, variable and fixed costs in the business, portfolio financial drivers, and operating metrics.
Assist with monthly board package development including portfolio performance analysis.
Assist CFO with specific reporting and analysis that the key lender and other investors may need.
KNOWLEDGE AND ESSENTIAL SKILLS
Bachelor's Degree or equivalent in Accounting or Finance; MBA is preferred.
Preferred industry background includes debt settlement, financial services, or industries with high volume of transactional data.
Minimum of three years of experience in modeling and providing sensitivity analysis.
Advanced knowledge and heavy use of Excel.
Deep understanding of corporate finance, financial returns analysis, and company capitalization structures is required.
Understanding of balance sheet and cash flow modeling including sweeping excess cash.
Strong BI capabilities(specifically Tableau).
The candidate must have excellent written and verbal communication skills to support the creation of presentations, briefings, due diligence findings, etc. Candidate will be expected to present to senior leadership, Board, investors, and lenders.
Advanced skills with Microsoft Excel, Word, and PowerPoint.
Will need to be able to work off-hours/weekends as needed for investment analysis.
We love our employees!
Competitive compensation package
Career development & growth opportunities through performance and career pathing
100% Premiums paid on Basic Life insurance, AD&D, Short-Term Disability, and Long-Term Disability
Affordable Medical, Dental, and Vision coverage that begins on the first day of employment with generous contribution
Optional Supplemental Insurance for Life Insurance, Critical Illness, and Accident
Employee Recognition Programs - Standing Ovation, Voice of Support, and Time in Service Bonus
401K plan with 100% matching up to 4% and immediately vested
No cost Employee Assistance Program and Travel Assistance
Generous PTO package that starts on day 1 and increases after 1st year
Commitment to employee communication through employee suggestions and engagement surveys
Experienced leadership team with decades of industry experience
Great team members who want you to succeed!
$53k-86k yearly est. Auto-Apply 11d ago
Financial Analyst
Buchanan Ingersoll-Rooney 4.7
Finance associate job in Pittsburgh, PA
Buchanan Ingersoll & Rooney is a national law firm with a proven reputation for providing progressive, industry-leading legal, business, regulatory and government relations advice to our regional, national and international clients.
We are currently searching for a Financial Analyst to join our Reporting and Analysis team in Pittsburgh, PA. This role is responsible for administering the profitability and other financial business intelligence applications of the Firm. The Financial Analyst will create, analyze, and distribute financial data related to Firm initiatives.
Hybrid Schedule Available
Essential Duties & Responsibilities:
Administer the Firm's business intelligence applications. Update and maintain the data integrity of the modules within the application.
Gather, organize, and verify data (via SQL, Excel, or new technologies) essential for special projects and business evaluations.
Mine data from multiple sources to look for trends to identify opportunities for financial growth.
Complete financial analyses, as required, to understand economic and market conditions and the impact on business performance.
Develop and distribute profitability analyses to aid in the business decisions for a section, office, individual, and/or client.
Support system upgrades and conversions with assistance for data mapping, data validation and testing of changes.
Respond to all inquiries, both internal and external, with a quality product on a timely and professional basis.
Prepare, investigate and respond to various external surveys.
Handle ad hoc special requests/projects, as needed.
Required Qualifications:
Bachelor's Degree in Finance, Data Analytics, Business Intelligence, Accounting or a related field.
MBA or advanced degree preferred.
Three (3) or more years of related Finance, Accounting or Business Intelligence experience. Experience at the intersection of Finance and Business Intelligence is a plus.
Strong database administration experience.
Robust skills with Microsoft Excel and the ability to interpret mathematical calculations
Experience building complete financial models and analyses from multiple data sources.
Familiarity with SQL, relational databases and/or enterprise data warehouses.
Familiarity with data visualization tools, examples include Microsoft Power BI or Tableau, in order to communicate effectively with technical teams who use these tools.
Ability to define problems and find solutions.
Ability to translate technical information for non-technical audiences.
Demonstrated analytical and mathematical skills.
Demonstrated organizational skills. Detail oriented. Experience documenting procedures is a plus.
Knowledge of Microsoft Office.
Excellent communications skills, both written and verbal.
Ability to work independently.
Why should you work at Buchanan?
Buchanan offers an outstanding benefits package that includes:
Hybrid Schedule
Competitive salary and generous Paid Time Off
Paid Holidays, including a floating holiday
WorkWell wellness program
Affinity groups and culture programming
Free use of building gym
Caregiving assistance with Bright Horizons (child, elder, and pet care!)
Access to our Firm-wide emergency assistance fund
Free full access to LinkedIn Learning
Insurance - Medical, Dental, Vision
401K Program
Retirement Savings Program
We are an Equal Opportunity Employer.
$83k-118k yearly est. 4d ago
Financial Analyst
Armada 3.9
Finance associate job in Pittsburgh, PA
Exciting News - We're Moving!
As part of our continued growth and our commitment to fostering an exceptional, collaborative work environment, we're thrilled to announce that our office will be relocating to a brand-new building at 2000 Innovation Drive, Wexford PA 15090 at the beginning of this year. In the meantime, hybrid employees will continue working from our current location at RIDC - O'Hara until the transition is complete.
We're excited about this next chapter and look forward to welcoming new team members to our growing organization!
Overview
A successful candidate in this role will be responsible for providing business planning, forecasting, and analytical support for assigned Armada National Accounts businesses. The candidate will also focus on transactions and details and must be process-oriented. Advanced PC and financial systems knowledge with the ability to adapt to a continuously changing work environment are essential. In addition to a solid accounting acumen, the analyst is a self-directed problem solver who interacts well with others. Lastly, the candidate must be able to participate and collaborate with others both inside and outside of the finance department to ensure compliance with required accounting controls and reporting requirements.
Job Responsibilities:
Prepare Armada's National Accounts monthly consolidated financial statements and various monthly financial reporting packages
Analyze results, perform variance analysis, identify trends, and make recommendations for improvements
Assist with preparation of financial forecasts for account management and executive team
Support the development of National Accounts annual financial plan Serves as point of contact for Armada's operational support and accounting teams
Work closely with other corporate and business unit resources to improve standardization and implement best practices
Complete ad hoc analyses and support projects related to National Accounts
Assist in the development and analysis of client metrics, measures, and KPIs that result in greater financial visibility and accountability
Adhere to finance policies, procedures and internal controls
Ability to effectively communicate verbally and in writing throughout all levels of the company
Education
Minimum - BS/BA Degree in Accounting / Finance
Preferred - Candidates with a MBA and / or CPA (active or inactive)
Work Experience
2-4 years of experience in public accounting (“Big 4” or regional) or private industry
Supply chain, distribution, inventory, and/or logistics experience is preferred
Desired Skills and Experience
Strong knowledge of US GAAP and general accounting
Experience in general ledger accounting and reporting
Transaction oriented with detailed understanding of financial process flows
ERP general ledger experience preferred (JD Edwards 9.0)
Proficient with Microsoft Office applications with an emphasis on Excel and PowerPoint
Self-motivated and results-oriented
Ability to work effectively in a team environment
Strong problem solving and analytical skills
Other
Position is headquartered in RIDC Park, Pittsburgh, PA at Armada Supply Chain Solutions corporate headquarters
Occasional and infrequent business travel to operational sites and/or client's offices may occur
$57k-86k yearly est. 55d ago
Private Banker
Northwest Bank 4.8
Finance associate job in Bellevue, PA
The Private Banker is responsible for the overall affluent (based on complexity / financial needs) client experience, ensuring collaboration of relevant entities to deliver the full spectrum of Northwest Bank products and services with respect to capabilities and solutions. The includes identification of other experts such as investments, mortgage, small business banking and personal trust services.
Essential Functions
• Initiate contacts for developing and closing new business
• Collaborate across business lines including investments, mortgage, small business, trust, lending, and other Northwest products and services.
• Cultivate and maintain relationships with numerous sources of new business including company officials, life underwriters, attorneys, accountants and social acquaintances
• Discuss the advantages of proper planning and obtaining background information on corporate or personal finances, family relationships and employee status
• Develop a high community profile
• Utilize Northwest office network for referrals and prospects, subject to opt out of affiliate sharing
• Communicate on the development of new business accounts
• Meet and/or exceed annual production guidelines
• Complete financial profiles and accurately analyze customer needs and prepare proposals
• Recommend products and services accordingly, taking into account all available alternatives
• Perform presentations, meetings, and seminars with prospects
• Cross-sell Northwest products and services
• Provide product and services training for Retail Office and Northwest Department personnel on a periodic basis
• Ensure Compliance with FINRA/SEC regulations and requirements (licensed representatives)
• Monitor client accounts on an ongoing basis
• Schedule client meetings on a periodic basis
• Review financial / investment markets daily
• Develop a high community profile
• Minimize nonstandard fee schedules
Additional Essential Functions
• Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
• Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
• Work as part of a team
• Work with on-site equipment
Additional Responsibilities
• Assist with setting personal goals and targets
• Recommend improvements to sales and procedures
• Recommend new marketing initiatives / potential new business opportunities
• Recommend additions to product and services offerings
Safety and Health for Supervisors without Direct Reports
• Discourage any unsafe work habits by setting a good example for employees by following the required safe work practices as indicated by the safety and loss prevention program
• Consistently and fairly enforce safe work practices
• Ensure that each employee knows what to do in the event of an emergency
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
Bachelor's Degree Finance / related degree preferred
Work Experience
6 - 8 years relevant experience
General Employee Knowledge, Skills, and Abilities
• Ability to establish effective working relationships among team members and participate in solving problems and making decisions
• Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
• Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
• Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
• Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Additional Knowledge, Skills and Abilities
Knowledge of the securities industry, investment and insurance products and services
Knowledge of private banking products and services, including credit processes and policies
Ability to effectively present investment strategies to clients and maintains a holistic approach to planning
Strong relationship management, sales and new business skills
Well-developed analytical and problem-solving skills
Ability to analyze financial data
Knowledge of mutual funds, stocks and bonds
Knowledge of investment markets, general economic fundamentals and available products and services
Knowledge of Custodian Accounts
Knowledge of Financial Planning
Knowledge in Investments, IRA's and Estates
Knowledge of Fiduciary, ERISA and brokerage account types
Knowledge of Private Banking products
Licenses and Certifications
Series 7 In relevant states Upon Hire And
Life/Acc/Health In relevant states Upon Hire And
Series 63 In relevant states Upon Hire And
Series 65 In relevant states Upon Hire Or
Series 66 In relevant states Upon Hire
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$34k-59k yearly est. Auto-Apply 54d ago
Finance & Business Intern
PGT Trucking, Inc. 4.2
Finance associate job in Aliquippa, PA
Job Description
Are you ready for an internship with purpose? Are you seeking an opportunity to gain hands-on experience, developing your skills in a challenging and rewarding work environment? Consider a Finance and Business Internship with PGT Trucking and become a future innovator in transportation and logistics.
With more than 40 years of experience, PGT Trucking, Inc. is a leader in innovative shipping solutions, powered by the best drivers and office talent in the trucking industry. We are committed to revolutionizing transportation through advanced technologies and zero-emissions equipment, creating a sustainable industry that keeps America moving.
What can you expect at PGT Trucking?
You will have PURPOSE. Transportation and logistics are critical to the economy, to commerce and to society; and every person working in the supply chain plays a vital role.
You will GROW. Your job will expose you to areas outside of your comfort zone, like economics, mathematics, technology, international law and customer relations. PGT offers in-house training programs and supports education to evolve your role.
You will be CHALLENGED. No two days are the same in the transportation industry, and the dynamic nature of the work makes for a challenging and fulfilling career.
Are you ready to join our team?
How YOU Will Make an Impact
Follow our Finance and Business Pathway, developing skills in accounting, billing, collections, payroll and more.
Actively participate in daily tasks by auditing driver settlements, submitting payment requests and preparing monthly journal entries and reports.
Gain insight into logistics and supply chain management by working with multiple departments to support the movement of trucks, commodities and other assets.
Learn transportation basics including truck/trailer types, load securement, DOT regulations and more.
Maintain accurate reporting and data entry.
Establish strong personal relationships with PGT drivers, customers and employees.
Be a part of the Future of Flatbed , PGT's strategic initiatives to increase operating efficiency, reduce carbon emissions and enhance the driver/employee lifestyle.
What YOU Need to Succeed
Interested candidates should be pursuing a degree in Finance, Accounting, Business Management or other related field.
The PGT Advantage
In-person working environment with an open concept office that encourages collaboration, discussion and the exchange of information.
Immersive transportation experience with additional training and learning opportunities, including cargo securement training, customer visits, group activities and meetings with PGT Senior Leadership.
Ability to make an immediate impact in the transportation industry while learning critical business skills and etiquette to support your career growth.
Let's put your expertise into action, because whether you are behind the scenes or behind the wheel, it takes a TEAM to keep America moving! We are PGT. Join us!
Equal Opportunity Employer
PGT Trucking, Inc. is proud to be an Equal Opportunity Employer and committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity, age, physical or mental disability, genetic information or veteran status, and encourage all applicants to apply.
$41k-51k yearly est. 2d ago
Mortgage Banking Specialist
First National Bank (FNB Corp 3.7
Finance associate job in Pittsburgh, PA
Primary Office Location: 626 Washington Place. Pittsburgh, Pennsylvania. 15219. Join our team. Make a difference - for us and for your future. Mortgage Banking Specialist Business Unit: Mortgage Administration Reports to: Varies based on assignment
Position Overview:
This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities. ( Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals.
Primary Responsibilities:
Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals.
Counsels customers on lending options and solutions to meet their needs.
Supports and facilitates key banking partnerships.
Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations.
Provides direction, feedback, and performance coaching to Sales Assistant, and is responsible for the daily management of Sales Assistant's production performance, efficiencies and loan quality, as well as their overall customer experience delivery. Provides recommendations to management as to recruiting, hiring, and advancement of Sales Assistants and other support team members.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
3
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Ability to use general office equipment
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Basic Level
MS PowerPoint - Basic Level
BS or BA degree preferred.
Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
N/A
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$36k-41k yearly est. Auto-Apply 5d ago
Financial Analyst
A.C. Coy 3.9
Finance associate job in Bridgeville, PA
Job Type: Full Time / Permanent,
Work Authorization: No C2C or Candidates requiring Sponsorship
The A.C.Coy company has an immediate opening for a Financial Analyst. Ideal candidates will have 2+ years of financial analyst experience focusing on multiple business units.
Responsibilities
Prepare annual business budgets and plans
Prepare performance dashboards, departmental summary reports, and KPIs
Conduct pricing, revenue, and project margin analysis
Support monthly close
Support strategic system initiatives in Oracle Projects and Project Portfolio Management
Qualifications
Education:
Bachelor's degree in Business, Accounting, or Finance
Experience Required:
2+ years of experience in financial analysis with specific experience conducting pricing analysis, cost analysis, profitability analysis, budget analysis and/or treasury analysis
Experience using financial/analysis tools such as Oracle, SAP, Etc.
Excellent Excel skills including pivot tables, advanced formulas, and macros
Experience presenting findings and defending results
Genuine interest in solving puzzles and thinking outside the box
$52k-72k yearly est. Auto-Apply 13h ago
Relationship Banking Specialist
1St. Summit Bank 3.8
Finance associate job in Murrysville, PA
ESSENTIAL FUNCTIONS: Attracts, advises, and serves existing and prospective customers by: • With every customer interaction, have in-depth conversations, in person and by phone, utilizing the C.A.R.E model to help customers work toward and achieve financial wellness.
• Provide extraordinary service to customers resulting in a full pipeline of referral opportunities.
• Provides direct and immediate response to customer requests or needs.
• Develops a top customer calling list.
• Completes High Touch Calls through analyzing current customer relationships and proactively contacting them with recommendations to help them achieve financial success.
• Listen, assess, and solve customer problems.
• Completes IQ Lead calls daily with the opportunity of retaining existing business and bringing in new business.
Develops and maintains a broad knowledge of products and services to appropriately support customer needs:
Collaborates with other internal business partners to provide customers with a full range of financial solutions to meet their needs:
• Wealth Management
• Electronic Banking
• Loan
Provides prompt, accurate, and efficient customer service by processing a wide array of transactions:
• Opens new accounts on the platform system.
• Completes transactions on the teller processing system.
• Processes Cash Advances, Pre-Paid Cards, Check Orders, etc.
Proficient in Electronic Banking to:
• Provide solutions to our customers' needs.
• Answer our customers' technical questions.
Provides administrative support to the PBO/Supervisor and team by remaining aware of departmental goals, providing ongoing communication, and organizing priorities to meet customers' needs and deadlines. Duties can involve all the following:
• Assists with the accumulation and completion of various Reports, Logs, and job duties to ensure timely delivery as directed by PBO/Supervisor.
• Preparing correspondence, filing, phone inquiries and other clerical duties.
• Contact overdraft and delinquent customers.
• Complete file maintenance on customer accounts.
• Requisition office supplies, loan documents, new account supplies, Money Orders,
• Treasurer's Checks, Pre-Paid Cards, etc.
• Maintain Scanner and ATM.
• Balance Vault, Cash Advance Machine, and ATM daily.
• Transfers cash to and from the vault.
• Performs check cashing overrides when the PBO/Supervisor is not available;
• Open and close the branch in the absence of the PBO/Supervisor
Strict adherence to security procedures, Bank Secrecy Act, USA Patriot Act, and safeguarding customer information:
Participates in meeting Community Banking Department's long- and short-term goals and objectives:
•Attends and participates in annual meetings to develop departmental goals and objectives.
•Attends and participates in meetings to discuss and evaluate progress on meeting goals and objectives:
oDaily 5 Minute Meetings.
oWeekly Relationship Building Conference Calls.
oWeekly Branch Based Sales Meetings.
oMonthly Employee Relations Meetings.
Performs other duties as assigned or directed.
REQUIRED SKILLS/ABILITIES:
• Excellent verbal and written communication skills.
• Exceptional organizational skills and strong attention to detail.
• Basic computer skills and digital awareness.
• Typing 40 wpm.
• Must be results oriented.
•Manual dexterity and numerical skills.
•Knowledge of all products and services and all office functions.
•A positive, enthusiastic attitude.
•Ability to multi-task.
• Proficient with Microsoft Office Suite or related software.
SUPERVISORY RESPONSIBLITY:
•This position does not supervise employees.
EDUCATION and EXPERIENCE:
•High School diploma or GED.
•Associates Degree preferred.
•Minimum One (1) to Three (3) years in customer service and sales experience.
PHYSICAL REQUIREMENTS:
•Ability to concentrate and perform responsibilities by maintaining a constant state of focus and mental alertness.
•Ability to lift up to 25 pounds (i.e., heavy boxes or coin).
•Ability to communicate in person, through email or via telephone with customers and staff members.
•Ability to sit or stand for an extended period.
•Specific vision abilities required by this job may include close vision and the ability to adjust focus.
•Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$37k-59k yearly est. 60d+ ago
Relationship Banker - Pittsburgh Market
Bank of America 4.7
Finance associate job in Homestead, PA
Pittsburgh, Pennsylvania;Pittsburgh, Pennsylvania; Sewickley, Pennsylvania; Homestead, Pennsylvania; Penn Hills, Pennsylvania; Wexford, Pennsylvania; Monroeville, Pennsylvania
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (**************************************************************************************************************
**:**
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 an 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 engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Can be flexible to work weekends and/or extended hours as needed
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$27k-34k yearly est. 3d ago
Financial Analyst
Creative Financial Staffing 4.6
Finance associate job in Pittsburgh, PA
Pittsburgh, PA 15201 (Hybrid) $70,000- $75,000 The Financial Analyst supports senior finance leadership in financial planning and analysis related to the annual budget, long-term strategic planning, and monthly forecasting processes. This role also assists with investment and endowment account reconciliations, investment and fund analysis, financial reporting, and operational analyses, as well as other finance-related initiatives.
OVERVIEW OF THE FINANCIAL ANALYST ROLE:
Develop and maintain monthly financial models, variance analyses, reconciliations, dashboards, scorecards, key performance indicators (KPIs), and related reporting
The Financial Analyst will assist with the coordination, preparation, and ongoing management of annual budgets and financial forecasts
Analyze historical and current financial data to identify trends, risks, and opportunities for improvement
The Financial Analyst will support the accounting team with timely preparation and analysis of financial statements and participation in the annual audit process
The Financial Analyst will contribute to special projects and ad hoc financial analyses as needed
Perform other duties as assigned by finance leadership
PREFERRED QUALIFICATIONS OF THE FINANCIAL ANALYST ROLE:
Bachelor's degree in Business Administration, Accounting, Finance, or a related field
Minimum of three (3) years of relevant financial or analytical experience
Experience in higher education, nonprofit organizations, or environments involving endowments or investment funds (preferred)
Proficiency with financial information systems and Microsoft Office applications, particularly Excel
Demonstrated understanding of GAAP, GAAS, and relevant accounting and reporting standards
$70k-75k yearly 15h ago
Analyst - Financial
Wesco Distribution 4.6
Finance associate job in Pittsburgh, PA
As a Financial Analyst, you will be responsible for the preparation, coordination, and documentation of forward-looking financial and business-related projects. You will prepare financial forecasts and/or reports and provide analytical support for an assigned area. You will identify trends and development and present findings to management.
Responsibilities:
Prepares financial forecasts, analyses, and reports for assigned business unit management team.
Supports development of unit's annual budget, tracks and analyzes variances throughout the year.
Monitors progress toward objectives.
Provides analyses and recommendations based on financial data and other pertinent information.
Works with business managers to prepare sales commission documents and track results
Identifies issues and suggests courses of action, makes recommendations for improving operations, and resource allocation.
Works closely with other corporate and business unit resources to improve standardization and implements best practices.
Supports and directs implementation of operational improvements.
Serves as corporate finance's point of contact for assigned business unit(s).
Ensures compliance with policies and procedures.
Qualifications:
Bachelors' Degree required
2 years of financial analysis experience
GAAP, financial statements, internal controls, and SOX requirements
Strong overall business skills and common-sense approach to issues
Strong communication and presentation skills with ability to translate complex analytical data into easily understandable format
Strong teamwork, collaboration, and communication skills
Proficiency with Microsoft Office is required; intermediate Excel skills and familiarity with Power BI are preferred
Large information and accounting systems
Report writing experience is preferred
#LI-RA1
$65k-95k yearly est. Auto-Apply 60d+ ago
Private Client Banker - SW Pittsburgh Market - Pittsburgh, PA
Jpmorganchase 4.8
Finance associate job in Canonsburg, PA
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$40k-91k yearly est. Auto-Apply 60d+ ago
Financial Analyst Deductions
Armada 3.9
Finance associate job in Pittsburgh, PA
Exciting News - We're Moving!
As part of our continued growth and our commitment to fostering an exceptional, collaborative work environment, we're thrilled to announce that our office will be relocating to a brand-new building at 2000 Innovation Drive, Wexford PA 15090 at the beginning of this year. In the meantime, hybrid employees will continue working from our current location at RIDC - O'Hara until the transition is complete.
We're excited about this next chapter and look forward to welcoming new team members to our growing organization!
PURPOSE AND OBJECTIVES The Deductions Analyst is responsible for analyzing and resolving customer deductions in a timely and efficient manner, reducing risk to Armada. This position supports Accounts Receivables and sales teams to own the financial integrity of all deduction-related transactions. This role will investigate the existing deductions process to limit and streamline the recovery of future deductions as well as work closely with claims to verify all approved claims have been completed.
EXPECTATIONS AND TASKS
Administrate and enforce deduction management policies
Research deductions or short pays, including overages, shortages, cash discounts, promotional discounts, rebates, product returns, and other claims made by customers
Validate and resolve deductions by collecting check copies, contacting customers for proof of performance and applying them against the payments received and promotion terms
Responsible for the timely, accurate, approved entry and maintenance of trade settlements in management software solutions
Communicate and follow up effectively with cross-functional team members, including Sales, Key Account Managers, Claims and Accounts Receivables
Evaluate existing deductions management processes and propose solutions to improve the capture and resolution of deductions
Escalate deductions as needed to drive aging deductions to resolution
Identify root cause of deductions and coordinate efforts to resolve
Perform other related duties as assigned
Education And Work Experience
Bachelor's Degree • 3+ years of direct experience in related position, e.g., deduction resolution, financial analysis and/or accounting in Consumer Products trade promotions
Knowledge of ERP, including JDE or Oracle (SAP TPM)
Advanced proficiency in MS Excel
Excellent verbal and written communication skills
How much does a finance associate earn in Pittsburgh, PA?
The average finance associate in Pittsburgh, PA earns between $30,000 and $94,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.
Average finance associate salary in Pittsburgh, PA
$53,000
What are the biggest employers of Finance Associates in Pittsburgh, PA?
The biggest employers of Finance Associates in Pittsburgh, PA are: