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Remote Senior Finance Specialist - AI Trainer
Superannotate
Remote finance planning analyst job
In this hourly, remote contractor role, you will review AI-generated finance analyses and/or generate expert finance content, evaluating reasoning quality and step-by-step problem-solving while providing precise written feedback. You will assess solutions for accuracy, clarity, and adherence to the prompt; identify methodological or conceptual errors; fact-check financial claims and assumptions; write high-quality explanations and model solutions; and rate and compare multiple responses based on correctness and reasoning quality. This role is with SME Careers, a fast-growing AI Data Services company and subsidiary of SuperAnnotate, delivering training data for many of the world's largest AI companies and foundation-model labs. Your finance expertise directly helps improve the world's premier AI models by making their financial reasoning more accurate, reliable, and clearly explained.
Key Responsibilities:
• Develop AI Training Content: Create detailed prompts in various topics and responses to guide AI learning, ensuring the models reflect a comprehensive understanding of diverse subjects.
• Optimize AI Performance: Evaluate and rank AI responses to enhance the model's accuracy, fluency, and contextual relevance.
• Ensure Model Integrity: Test AI models for potential inaccuracies or biases, validating their reliability across use cases.
Your Profile:
• Bachelor's degree (or higher) in Finance, Economics, Accounting, Business, Financial Engineering, or Quantitative Finance (including coursework in Micro/Macro, Corporate Finance, Investments, Econometrics, and Accounting).
• 5+ years of professional experience in Finance, Economics, Accounting, Business, Financial Engineering, or Quantitative Finance.
• Strong command of financial statements, valuation (DCF and multiples), time value of money, and markets/instruments.
• Confident in risk/return reasoning, basic macro & microeconomic intuition, and financial modeling logic (assumptions, drivers, sensitivities, consistency checks).
• Able to rigorously review and explain reasoning, identify methodological errors, and fact-check claims with high attention to detail; Minimum C1 English proficiency.
• Comfortable applying structured sanity checks (conservation-style checks for finance: reconciliation, sign/units consistency, boundary cases, and plausibility bounds).
• Reliable, self-directed, and able to deliver consistent quality in an hourly, remote contractor workflow across time zones.
• Previous experience with AI data training/annotation, expert review, or editorial QA is strongly preferred.
$65k-113k yearly est. 15d ago
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Remote Investment Analyst - AI Trainer ($50-$60/hour)
Data Annotation
Remote finance planning 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
Lead Plan Compliance Administration Analyst - Retirement Plans - Remote USAPosition-Ameritas HQ is Lincoln, NE
Ameritas 4.7
Remote finance planning analyst job
Back Lead Plan Compliance Administration Analyst - Retirement Plans #5624 Remote USA Position-Ameritas HQ is Lincoln, Nebraska, United States Apply X Facebook LinkedIn Email Copy Position Locations Remote USA Position-Ameritas HQ is Lincoln, Nebraska, United States Area of Interests Retirement Plans Full-Time/Part Time Full-time Job Description
Position Description:
The position serves as a subject matter expert for a plan compliance administration team and is responsible for delivery of technical administrative services to qualified retirement plans. This position is accountable for ensuring the day-to-day business needs are being met for their own workload. This position will provide associate training, meeting facilitation, and development/implementation of workflow process improvement. This position also supports the daily activity of the team through team standards, answering processing or escalation questions, and acting as subject matter expert as needed to meet team and Retirement Plan division goals.
Position Location:
This position is remote (within the U.S.A.) and does not require regular in-office presence.
What you do
Produce weekly and monthly reporting to ensure that goals are being met.
Manage difficult and complex plans while working outside of the pooled environment.
Provide guidance to resolve escalated issues or concerns.
Serve as leader and subject matter expert to team ensuring accuracy, providing service on escalated issues, onboarding, and training of the team.
Ensure adherence to regulations, policies, and procedures.
Recommend innovative programs or processes to achieve results.
Monitor daily operational activity and provide directions to meet service goals.
Lead and oversee high profile RP & team projects.
Communicate by phone or written correspondence with plan sponsors and their advisors regarding compliance related matters.
Administer large and complex plans according to plan documents.
Calculate employer contributions, including cross-tested plans.
Prepare earned income calculations.
Perform annual plan compliance testing, including ADP/ACP, Top Heavy, 410(b), 401(a)(4) and 402(g) and work with clients on corrective measures for failed tests.
Prepare and file Forms 5500 and 5330.
Provide support for plan audits.
Utilize multiple systems to administer plans efficiently and by regulatory deadlines.
Guide clients through correction programs such as EPCRS and DFVC.
Research plan related compliance matters using available resources.
What you bring
Bachelor's Degree or equivalent experience required
3-5 years Retirement Plans Administration experience
Ability to manage data and process financial transactions with a high degree of accuracy
Ability to maintain data security by following all data security guidelines and by bringing any potential security threats to the appropriate contact's attention for further review
Excellent mathematical and Excel skills
Excellent communication skills
Ability to work under tight deadlines
Attention to detail
Problem solving abilities
QKA or equivalent designation preferred
What we offer:
A meaningful mission. Great benefits. A vibrant culture
Ameritas is an insurance, financial services and employee benefits provider Our purpose is fulfilling life. It means helping all kinds of people, at every age and stage, get more out of life.
At Ameritas, you'll find energizing work challenges. Flexible hybrid work options. Time for family and community. But dig deeper. Benefits at Ameritas cover things you expect -- and things you don't:
Ameritas Benefits
For your money:
401(k) Retirement Plan with company match and quarterly contribution
Tuition Reimbursement and Assistance
Incentive Program Bonuses
Competitive Pay
For your time:
Flexible Hybrid work
Thrive Days - Personal time off
Paid time off (PTO)
For your health and well-being:
Health Benefits: Medical, Dental, Vision
Health Savings Account (HSA) with employer contribution
Well-being programs with financial rewards
Employee assistance program (EAP)
For your professional growth:
Professional development programs
Leadership development programs
Employee resource groups
StrengthsFinder Program
For your community:
Matching donations program
Paid volunteer time- 8 hours per month
For your family:
Generous paid maternity leave and paternity leave
Fertility, surrogacy and adoption assistance
Backup child, elder and pet care support
An Equal Opportunity Employer
Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
About this Position's Pay The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our comprehensive benefits package (see above for details). This position will be eligible to participate in our Short-Term Incentive Plan with the annual target defined by the plan. Job Details Pay Range Pay RangeThe estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay.
The actual pay rate will depend on the person's qualifications and experience. $65,382.00 - $107,880.00 / year Pay Transparency Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace. Sharing pay ranges for job postings is one way Ameritas shows our commitment to equitable compensation practices.
A financial services company is seeking a Finance & Strategy Analyst to join their team. This remote position focuses on data-driven decision-making, providing financial insights, and strategic analysis to senior leadership. Ideal candidates should possess strong analytical skills, a background in finance, and proficiency in Excel. Benefits include competitive compensation and comprehensive health coverage.
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$67k-106k yearly est. 2d ago
Principal, Financial Planning & Analysis
Wellington Management Company 4.9
Remote finance planning analyst job
Principal, FinancialPlanning & Analysis page is loaded## Principal, FinancialPlanning & 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, FinancialPlanning & 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. 5d ago
CAT Risk Analyst
Munich Re 4.9
Remote finance planning analyst job
All locations Amelia, United States; Atlanta, United States; Charlotte, United States; Chicago, United States; Hartford, United States; Philadelphia, United States; Princeton, United States; Colorado Springs, United States; Dayton, United States; Denver, United States; New Orleans, United States; New York, United States; Phoenix, United States;
American Modern Insurance Group, Inc., a Munich Re company, is a widely recognized specialty insurance leader that delivers products and services for residential property - such as manufactured homes and specialty dwellings - and the recreational market, including boats, personal watercraft, classic cars, and more. We provide specialty product solutions that cover what the competition often can't.
Headquartered in Amelia, Ohio, and with associates located across the United States, we are part of Munich Re's Global Specialty Insurance division. Our employees receive boundless opportunity to grow their careers and make a difference every day. This position has a hybrid schedule, 40-50% of the time in the office in Amelia, OH. Remote working arrangements will be considered for qualified candidates in other geographical locations.
American Modern Insurance Group is seeking a Catastrophe Risk Analyst to join our Portfolio Management and Reinsurance team. As a Catastrophe Risk Analyst, you will work on special projects and provide expert recommendations to support our business decisions. You will apply your analytical skills to catastrophe modeling, portfolio management, and other actuarial tasks to help us optimize our pricing, underwriting, and product development.
Responsibilities:
Analyze and provide recommendations on catastrophe modeling, pricing, and portfolio optimization.
Monitors and provides framework for accumulation management.
Develops and maintains management reports.
Contributes to the communication and coordination of activities to support corporate objectives.
Develops and expands knowledge of relevant tools and technologies.
Evaluates existing catastrophe risk models and recommends improvements.
Conducts companywide studies to identify and quantify the catastrophe risk factors.
Provides feedback and input into global catastrophe related projects.
Qualifications:
At least three years of catastrophe modeling, pricing, and portfolio optimization as well as experience in data cleaning, data scrubbing using various tools and technologies.
Bachelor's degree in mathematics, statistics, actuarial science, economics or finance.
Strong analytical and problem-solving skills, with the ability to use complex data to tell a story.
Experience working in the insurance or finance industry, with a focus on catastrophe modeling and portfolio management.
Ability to discuss catastrophe modeling concepts with non- experts.
Proficiency in SQL, Power BI, RiskLink and Excel.
Applicants requiring employer sponsorship of a visa will not be considered for this position.
Location Requirement
Work Location: This role is based in our Cincinnati, OH office.
Local Candidates Preferred: Candidates should reside in or near Cincinnati, OH.
Non-Local Applicants: Candidates who are not local must be willing to relocate.
We are proud to offer our employees, their domestic partners, and their children, a wide range of insurance benefits:
Two options for your health insurance plan (PPO or High Deductible).
Prescription drug coverage (included in your health insurance plan).
Vision and dental insurance plans.
Additional insurance coverages provided at no cost to you, such as basic life insurance equal to 1x annual salary and AD&D coverage that is equal to 1x annual salary.
Short and Long Term Disability coverage.
Supplemental Life and AD&D plans that you can purchase for yourself and dependents (includes Spouse/domestic partner and children).
Voluntary Benefit plans that supplement your health and life insurance plans (Accident, Critical Illness and Hospital Indemnity).
In addition to the above insurance offerings, our employees also enjoy:
A robust 401k plan with up to a 5% employer match
A retirement savings plan that is 100% company funded.
Paid time off that begins with 24 days each year, with more days added when you celebrate milestone service anniversaries.
Eligibility to receive a yearly bonus as a Munich Re employee.
A variety of health and wellness programs provided at no cost.
Paid time off for eligible family care needs.
Tuition assistance and educational achievement bonuses.
A corporate matching gifts program that further enhances your charitable donation.
Paid time off to volunteer in your community.
At American Modern, a subsidiary of Munich Re, we see Diversity and Inclusion as a solution to the challenges and opportunities all around us. Our goal is to foster an inclusive culture and build a workforce that reflects the customers we serve and the communities in which we live and work. We strive to provide a workplace where all of our colleagues feel respected, valued and empowered to achieve their very best every day. We recruit and develop talent with a focus on providing our customers the most innovative products and services.
We are an equal opportunity employer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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$58k-80k yearly est. 3d ago
Financial Analyst
Russell Tobin 4.1
Finance planning 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. 2d ago
Remote Licensed Financial Services Professional
Cirkal Financial Services Fl. LLC
Remote finance planning 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 financialplanning 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. 12h ago
Entry Level Financial Professional (Remote)
BYO Financial
Remote finance planning 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 financialplan 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.
$40k-74k yearly est. 4d ago
Financial Analyst, Financial Planning & Analysis
Servicelink 4.7
Remote finance planning analyst job
Are you an experienced Finance professional looking for a challenging new career opportunity which will allow you to drive impact through collaboration with colleagues within the FinancialPlanning & Analysis Department? If so, ServiceLink, a leader in the mortgage industry, invites you to apply for the opening of FinancialAnalyst, a position which carries the responsibility of supporting organizational leaders in understanding and reporting their operational metrics. If you are passionate about business intelligence and thrive on the force it can have within a growing business, you could be a highly valuable asset to ServiceLink, a dynamic company committed to providing on-going training and supporting career advancement.
A DAY IN THE LIFE
In this role, you will…
Be responsible for providing accurate and efficient reporting; analytics of actual and forecasted financials; preparation of annual budgets as well as other ad hoc analytics and reporting.
Prepare monthly, quarterly, and yearly budget and forecasts as well as other ad hoc analytics and reporting.
Provide analytics necessary to help business leaders manager their business units efficiently.
Provide detailed comparisons and variance analytics Vs baseline financials.
WHO YOU ARE
You possess …
BS/BA degree in Finance/Accounting required.
1 to 3 years of experience in FinancialPlanning and Analysis.
Strong organizational and decision-making skills.
Exceptional interpersonal/communication and business partnering skills.
Responsibilities
Support Finance and Senior Operational Leadership enterprise wide, with a specific focus on profitability
Develop forecasting models by business unit/client/product to be able to put together highly granular forecasts.
Participate in monthly, quarterly, and yearly budget and forecast development.
Provide detailed comparisons and variance analytics vs. baseline financials (i.e. budget, forecast, etc.).
Prepare and review Executive Level presentations on monthly and quarterly financial performance and initiatives.
Develop methodologies, dashboards, and models for Operational metric budgeting and reporting.
Produce ad hoc analysis and reports for executive management team.
Analyze business opportunities, research industry, market and company trends.
Identify, analyze, and lead productivity initiatives including, sourcing, integration, and automation.
Participate in the monthly quarterly and quarterly financial close process.
Perform all other duties assigned.
Qualifications
BS/BA degree in Finance/Accounting
1-3 Years of experience in a FinancialPlanning & Analysis or related role.
Experience in Financial Services preferred.
MS Office Suite; advanced understanding of Excel and modeling (required).
Experience working with large datasets is a plus.
Oracle GL or similar accounting GL understanding.
Experience with a financial reporting tool.
BI experience is a plus (Power BI, SQL, etc.)
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$62k-90k yearly est. Auto-Apply 38d ago
Financial Analyst
BMG Money 4.4
Remote finance planning 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 5d ago
New Grad 2026 - Foundational Analyst Rotational Program (FAR) - Corporate Finance
LPL Financial 4.7
Remote finance planning analyst job
What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what's possible with LPL Financial.
Job Overview:
New Grad 2026 - Foundational Analyst Rotational Program (FAR) - Corporate Finance
Are you graduating by June 2026? Are you ready to start your finance career with a dynamic, industry leading company to accelerate your growth and development? Then our two-year FAR Program - Corporate Finance track is the place to start. LPL's finance group will present you with a wide range of challenges and opportunities. We build our success around passionate people and need great finance professionals to help continue our growth.
Program Mission
Our mission is to develop well-rounded analysts, while providing diverse experiences, extensive industry training, and exciting opportunities to grow your career.
In this two-year, full-time rotational program, you will:
Analysts will rotate onto three different teams and build crucial skills in financial analysis, corporate strategy, accounting, underwriting, treasury, relationship management, and more
Develop a strong understanding of LPL's business and the wealth management industry
Gain exposure to LPL's finance leadership team
Meet regularly with your department rotation manager and others to receive personalized coaching and mentorship
Cultivate new relationships in a fast-growing network of dedicated professionals
Have the opportunity to collaborate with your peers, and support a departmental project or strategic financial function
What are we looking for?
We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Requirements:
Eligible candidates are required to be undergraduate students pursuing a bachelor's degree with a graduation timeframe between December 2025 and May 2026
3.0 GPA minimum
Offer is contingent upon completion of bachelor's degree, successful background screening, and agreement to be local to the Fort Mill/Charlotte office
Preferences:
All majors are considered, but finance and accounting majors are preferred
GPA of 3.3 or higher
Strong computer technical skills and proficient in Microsoft applications
Effective communication, analytical, and problem-solving skills
Passionate, driven, open to new opportunities, and positive attitude
High level of motivation and initiative
Disclaimer for international students:
At this time, for our early career program positions, we're unable to consider candidates who require sponsorship now or in the future. For other positions, within LPL it will depend on the specific position.
You will be responsible for obtaining and providing to LPL the required I-9 documentation as part of our onboarding process.
Positions offered are for full-time work at 40 hours per week.
Please consult your Designated School Official to confirm your eligibility with your school ability prior to applying.
Pay Range:
$29.36-$48.93/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play - such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit ************
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit ************
Join LPL Financial: Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Why LPL?
Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
Unified Mission: We are one team on one mission-taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
Impactful Work: Our size is just right for you to make a real impact. Learn more here!
Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from ******************** email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at **************.
EAC12.9.25
$29.4-48.9 hourly Auto-Apply 60d+ ago
Financial Analyst
Benesch Law 4.5
Remote finance planning analyst job
Who We Are
At Benesch we pride ourselves on exceeding expectations and building trust not only with our clients but with our employees - Benesch's #1 asset. Committed to providing not only the highest level of legal service to our clients, Benesch also aspires to create a positive work environment for our employees. Our Firm continues to earn placement on Chicago and Cleveland's Top Workplaces list, along with Cleveland's NorthCoast 99 Top Workplaces rankings. We also continue to advance on the AmLaw 150 list, placing us among the top 150 law firms in the country.
Benesch is proud to be recognized for being a Firm that attracts and retains top talent - making Benesch a great place to work. We offer a hybrid schedule, career development and growth, transparent and visible leadership teams, and a place where diversity, equity and inclusion is celebrated. In addition, the Firm offers a full array of benefits which can be viewed at **************************
Working with Us - Come and "Be Benesch!"
We are one of the fastest growing firms in the nation, and have offices in Chicago, Columbus, San Francisco, New York City, and Wilmington. We continue to expand our geographic footprint and value the talent that comprises each of our locations. If you are someone who champions a First in Service approach and are ready to be part of an exciting and growing Firm, we would invite you to apply to join our team.
Want to know more? To hear from some of our team, click here: *********************************************
Benesch is proud to announce the opening for a FinancialAnalyst in our Cleveland office! This position is hybrid and has work from home flexibility.
Position Summary:
Do you enjoyed preparing budgets, forecasting, financial reporting? Is figuring out the puzzle by performing analysis something you see as a challenge? Do you see ad-hoc reporting as an exciting twist to your day? Then the FinancialAnalyst position may be what you're looking for! This position is for the experienced financial professional who loves all things Excel and brings their forte of modeling and benchmarking to the table!
The FinancialAnalyst is responsible for preparing and analyzing financial reports, monitoring key performance metrics, and supporting budgeting and forecasting. The position collaborates with firm leaders to deliver insights, perform detailed analyses, and assist with benchmarking and predictive modeling to guide decision-making and improve overall performance.
Essential Functions:
Develops, maintains, and assists in preparing weekly, monthly, quarterly, and annual financial reports for firm management, including analyzing financial statements, key performance indicators, budget performance, and reconciliations.
Performs detailed analyses to review firm performance across key metrics and identifies areas for improvement.
Processes, cleans, and validates data to support predictive analysis and data modeling for future planning and forecasting.
Identifies and assesses current performance across all practice groups and departments, comparing results to historical trends.
Supports strategic initiatives by providing timely and accurate financial reports and actionable insights.
Collaborates with other departments to analyze evolving business needs.
Serves as a vital resource for practice group leaders, department heads, and senior staff, addressing a variety of financial and analytical needs.
Conducts ad-hoc analyses to deliver in-depth information as required by internal and external clients.
Assists with the firm's budgeting and forecasting process, ensuring proposals are complete, accurate, and compliant with budgeting guidelines.
Creates and analyzes summary budget reports to determine performance versus the firm's budget and forecast.
Reviews general ledger details and compares with budgets and forecasts to assess successes and identify potential areas for improvement at the firm, department, and team levels.
Prepares and assists in the preparation of external benchmarking surveys to evaluate the firm's performance in comparison with industry peers.
Qualifications:
The FinancialAnalyst must hold a bachelor's degree in Finance, Accounting, or Business Administration, along with 2-4 years of relevant experience in data analysis or accounting. A demonstrated advanced proficiency in Microsoft Excel, including expertise with pivot tables, lookups, advanced formulas, and data manipulation is required. Experience in financial analysis, modeling, budgeting, and financial statement preparation is strongly preferred. Exceptional attention to detail, critical thinking, and problem-solving abilities, as well as strong written and verbal communication skills is essential. The FinancialAnalyst must be a quick learner who can effectively prioritize tasks and perform under tight deadlines, demonstrate excellent organizational skills, and work well both independently and as part of a team. A commitment to providing outstanding customer service is essential.
The salary range for this position is $87K to $107K.
Please note that quoted salary ranges are based on Benesch's good faith belief at the time of the job posting and are not a guarantee of what final salary offers may be. Base pay is based on market location and may vary depending on job-related knowledge, skills, and experience. Base pay is only one part of the Total Rewards that Benesch provides to compensate and recognize our staff professionals for their work. Full-time positions are eligible for a discretionary bonus and a comprehensive benefits package.
Benesch is an equal opportunity employer. We strongly value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, ancestry, citizenship, marital status, sexual orientation, physical or mental disability (where applicant is qualified to perform the essential functions of the job with or without reasonable accommodations), medical condition, protected veteran status, gender identity, genetic information, or any other characteristic protected by federal, state, or local law.
Applicants who are interested in applying for a position and require special assistance or an accommodation during the process due to a disability should contact the Benesch Human Resources Department by phone at ************ or email at **********************.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
$87k-107k yearly 2d ago
Financial Analyst, Corporate FP&A Reporting
Kofax, Inc. 4.7
Remote finance planning 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 financialplanning 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
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 financialplanning 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
* 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 planning 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-CL1
$47k-74k yearly est. Auto-Apply 3d ago
Equity Analyst - REMOTE - Est Only
Insight Global
Remote finance planning 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. 12d ago
Financial Contract Manager / Financial Analyst II
MSU Careers Details 3.8
Remote finance planning 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. 1d ago
Financial Contract Manager / Financial Analyst II
MSU Internal Job Postings Details
Remote finance planning 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
***************************
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
$53k-80k yearly est. 1d ago
Delivery Finance Analyst
GE Aerospace 4.8
Remote finance planning analyst job
Whether 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
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.
$137k-183k yearly 5d ago
Finance Analyst - Hilton Waikoloa Village
Hilton 4.5
Remote finance planning analyst job
The Hilton Waikoloa Village is looking for its next FinanceAnalyst Clerk to join their team! This is a perfect opportunity for someone that has experience in accounting and wants to grow within the hospitality industry. Our property sits on 62 acres, has 3 hotel guest room towers with over 241,000 square feet of banquet space.
Our Team Members love being a part of our award-winning culture. From a friendly workplace environment to competitive health benefits, career growth opportunities and our Go Hilton travel discount program. In addition, we offer free meals during shifts, free parking onsite, and our Aloha Spirit throughout every corner of the property. Join the team and see why Hilton is ranked #1!
Shift Pattern: AM MID (6am-5pm) weekends and holidays included
Pay Rate: $25.00
Ideal candidates for this role will possess:
One (1) year of exceptional customer service background.
Basic math knowledge.
Microsoft Excel knowledge.
Ability to navigate computer and various software programs.
Ability to work ONSITE (non-remote position).
What will I be doing?
The Analyst / Clerk of Accounting will perform activities to support the Accounts Receivable, Accounts Payable, Payroll and General Accounting functions. The Analyst/Clerk will participate in the development and processes of accurate reports and account management. In addition to performance, this position may be required to perform a combination of the following supportive functions, with the percentage of time performing each function to be solely determined by the supervisor based upon the requirements of the company.
Perform applicable retained Accounts Receivable, Accounts Payable, Payroll and General Accounting functions
Respond to guest inquiries, charge inquiries and requests in a timely, friendly and efficient manner to support continuing effort to deliver outstanding guest service and financial profitability
Collaborate with SSCs and service provider, as well as partner with SSC to resolve disputes
Participate in the production of monthly accounts as directed.
Complete month-end responsibilities.
Execute internal control over revenues, expenses, assets and liabilities of the hotel.
Participate in special projects, team training and development.
Perform other duties and responsibilities as assigned or required.
Reports results to others and aids others to understand financial matters.
Develops and maintains constructive and cooperative working relationships with other finance departments and corporate departments they support.
Collaborates with managers to establish specific goals and plans to prioritize, organize and accomplish project/department goals.
Attend staff meetings pertinent to work assignments.
Research and responds to information requests from internal departments and management.
Act in accordance with fire, health and safety regulations on property and follow the correct procedures when required.
What are we looking for?
EDUCATION
High School diploma or equivalent preferred.
EXPERIENCE
Previous hotel level accounting experience preferred.
Proficient in Microsoft Excel, Word and Outlook with the ability to quickly learn new programs required.
Previous experience in Accounts Receivable, Accounts Payable, General Books, and Payroll highly preferred.
Since being founded in 1919, Hilton has been a leader in the hospitality industry. Today, Hilton remains a beacon of innovation, quality, and success. This continued leadership is the result of our Team Members staying true to our Vision, Mission, and Values. Specifically, we look for demonstration of these Values:
Hospitality - We're passionate about delivering exceptional guest experiences.
Integrity - We do the right thing, all the time.
Leadership - We're leaders in our industry and in our communities.
Teamwork - We're team players in everything we do.
Ownership - We're the owners of our actions and decisions.
Now - We operate with a sense of urgency and discipline.
In addition, we look for the demonstration of the following key attributes:
Quality
Productivity
Dependability
Customer Focus
Adaptability
What will it be like to work for Hilton?
Hilton is the leading global hospitality company, spanning the lodging sector from luxurious full-service hotels and resorts to extended-stay suites and mid-priced hotels. For nearly a century, Hilton has offered business and leisure travelers the finest in accommodations, service, amenities and value. Hilton is dedicated to continuing its tradition of providing exceptional guest experiences across its global brands. Our vision “to fill the earth with the light and warmth of hospitality” unites us as a team to create remarkable hospitality experiences around the world every day. And our amazing Team Members are at the heart of it all!