Business Analyst/Financial Analyst
Jersey City, NJ jobs
Required Pay Scale: $60-65hr W2
***Due to client requirements this role is only open to USC or GC candidates***
Summary
Responsible for all inputs into Finance for Corporate Forecasts - staffing plans, attrition factor, contract accruals, balancing to targets
Develop a financial forecast and ensure Technology managers execute within 1%
Coordinates monthly and quarterly forecasting process and reporting in partnership with Finance, managers, and Portfolio Delivery Leads
Monitors and tracks Org Health metrics and facilitates monthly prep routines to ensure managers are actively addressing exceptions
Tracking of joiners/leavers and maintain staffing plans
Follow-up with managers on progress with hiring; escalate barriers/issues to BSM
Track and report Corporate Forecast variance drivers
Monitor capacity and forecast allocations and ensure accurate/complete
Bulk capacity changes for planned ramps
Partner with Portfolio Governance/Financial team to monitor changes in PCM dollars between forecasts and work with BSM to assess impacts to staffing plans
Help facilitate resource requisition requests
Conducts ad-hoc analysis and reporting on a range of topics (e.g., finance, personnel, cost to serve, etc.), as needed
Required Skills
Strong analytical, financial management and organizational skills with a focus on attention to detail; background in financial reporting - Base and/or Initiative
Ability to decompose complex issues and drive timely decisions, knowing when to engage others for additional input and when to act independently
Excellent written & verbal communication skills and executive presence
Advanced/Expert MS Office skills, especially Excel and PowerPoint
Extremely organized/excellent time management skills
Ability to think strategically across the organization to identify opportunities to improve overall performance efficiency
Experience with tools such as PMMT, PCM, WMP and SafeNet
Thinks and acts with Operational Excellence in everything they do; relentlessly pursues and drives work to improve processes and technology that will make Bank of America the best place to work
Desired Skills
Prior experience in finance or business support, exposure to corporate forecasting, headcount reporting, variance analysis and knowledge of project management
About Matlen Silver
Experience Matters. Let your experience be driven by our experience. For more than 40years, Matlen Silver has delivered solutions for complex talent and technology
needs to Fortune 500 companies and industry leaders. Led by hard work, honesty,
and a trusted team of experts, we can say that Matlen Silver technology has
created a solutions experience and legacy of success that is the difference in
the way the world works.
Matlen Silver is an Equal Opportunity Employer and considers all applicants for all positions
without regard to race, color, religion, gender, national origin, age, sexual
orientation, veteran status, the presence of a non-job-related medical
condition or disability, or any other legally protected status.
If you are a person with a disability needing assistance with the application orat any point in the hiring process, please contact us at email and/or phone at ********************* // ************
Financial Controller
Milwaukee, WI jobs
Performance Profile: Financial Controller
We are partnering with a local construction company that is seeking a skilled and forward-thinking Financial Controller to lead the financial operations of a fast-growing electrical contracting organization. This is a full-time, onsite leadership role offering the opportunity to shape the financial future of a company experiencing strong momentum and long-term growth.
In this position, you'll combine technical accounting expertise with strategic financial oversight, owning everything from reporting accuracy to job costing, forecasting, cash flow management, and internal controls. You'll play a critical role in driving profitability, supporting project success, and ensuring the company remains on a healthy and scalable financial trajectory.
About the Position
As the Financial Controller, you will oversee all financial operations, reporting, compliance, and budgeting processes for the organization. You'll partner closely with leadership and project managers to ensure accurate job costing, efficient project billing, and proactive financial planning.
You'll evaluate current financial systems, identify areas for improvement, and implement more efficient processes that support operational excellence.
This role requires a hands-on, detail-oriented leader who thrives in a construction environment where precision, accountability, and clear communication are essential.
You'll be a key strategic partner to the CEO and executive team, helping the company grow sustainably while improving financial visibility and performance.
What You'll Do
Financial Management & Reporting
Oversee monthly, quarterly, and annual financial statements, including balance sheet, income statement, and cash flow reporting.
Ensure all financial operations comply with GAAP/IFRS and regulatory requirements.
Maintain accurate accounting records and strengthen internal controls across all financial processes.
Budgeting & Forecasting
Lead annual budgeting and project-specific budget development in collaboration with project managers.
Monitor job costing, analyze variances, and provide insights to guide decision-making.
Build reliable financial forecasts to support strategic planning and organizational scalability.
Cash Flow & Cost Control
Manage cash flow to ensure liquidity and operational stability.
Oversee AP, AR, payroll, and project billing functions.
Implement cost-control measures that improve margins and protect profitability.
Compliance & Audit
Coordinate external audits and ensure timely, accurate tax filings.
Maintain compliance with federal, state, and local financial regulations.
Develop and enforce internal audit procedures to reduce risk and strengthen accountability.
Team Leadership
Supervise and mentor accounting and finance staff.
Improve financial systems, tools, and workflows to enhance accuracy and efficiency.
Project Support
Collaborate with project managers to track job costs, change orders, WIP reporting, and billing schedules.
Provide financial insights that support project profitability, risk mitigation, and operational performance.
Employee Value Proposition
High-Impact Leadership Role:
Take ownership of a core function that directly influences profitability, job success, and financial stability as the company continues to scale.
Strategic Partnership:
Work hand-in-hand with senior leadership, shaping financial strategy, future planning, and long-term organizational health.
Growth & Advancement:
This position offers significant upward mobility, with a clear pathway to a future opportunity as the company expands.
Influence & Innovation:
Play an active role in designing the company's financial infrastructure,including benefits strategy, retirement planning, and compensation frameworks.
Fast-Moving, Collaborative Culture:
Join a team that values operational excellence, continuous improvement, and building a strong foundation for sustainable growth.
Education & Experience
Bachelor's degree in Accounting, Finance, or a related field (CPA or CMA preferred).
7+ years of progressive financial experience, including 3+ years in construction or electrical contracting.
Deep understanding of construction accounting, job costing, and WIP reporting.
Experience with accounting systems such as QuickBooks, Sage 300 Construction, or Computerease.
Strong analytical, communication, and leadership skills with a balance of strategic thinking and hands-on problem solving.
Preferred Skills
Experience with project-based financial management.
Knowledge of bonding, insurance requirements, and lien laws.
Ability to excel in a fast-paced, deadline-driven environment.
Next Steps
If you're a detail-oriented financial leader who thrives in a construction environment and is excited about shaping financial strategy for a growing organization, we invite you to apply. This is your opportunity to make a significant impact, improving financial operations, supporting project excellence, and helping lead the company into its next stage of growth.
We are an Equal Opportunity Employer. We consider applicants for all positions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.
Financial Crimes Officer 25-27420
Charlotte, NC jobs
Title: Financial Crimes Officer
Duration: 6 months (with intention to extend)
In this assignment, you will:
This assignment is specific to contingent resources
Consult as an expert to develop or influence initiatives and resources for highly complex business and technical needs across Financial Crimes
Consult on the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas, delivering solutions that are long-term, large-scale and require vision, creativity, innovation, and advanced analytical and inductive thinking
Provide expertise to senior leadership on innovative Financial Crimes business solutions
Required Qualifications:
7+ years of Financial Crimes, Operational Risk, Fraud, Sanctions, Anti-Bribery, Corruption experience
Exciting Opportunity for a Skilled Controller at a Leading Manufacturing Firm Our Client, a rapidly expanding manufacturer specialising in aerospace and defence industries, is looking to recruit an experienced Controller to join their dynamic team. Renowned for fostering a culture of innovation and growth, they offer a collaborative environment where finance professionals can make a significant impact and drive strategic success. This is a fantastic opportunity to lead core financial operations within a forward-thinking organisation committed to excellence.
Role Overview
In response to continued growth and strategic initiatives, our Client is seeking a talented Controller to oversee their financial and accounting functions. This pivotal leadership position is designed for a experienced finance professional who can shape the company's financial health while supporting operational objectives. The ideal candidate will bring both technical prowess and strategic insight to ensure robust financial management within a fast-paced manufacturing setting.
Key Responsibilities
Lead and manage all essential accounting functions including accounts payable, receivable, payroll, cash management, and general ledger activities
Oversee the monthly, quarterly, and annual close processes, ensuring accurate and compliant financial statements in accordance with GAAP
Provide comprehensive analysis of financial statements, including balance sheets, income statements, and cash flows to inform business decisions
Drive cost accounting initiatives, inventory accuracy, and margin analysis; collaborate across departments to enhance ERP data accuracy, cycle counts, and scrap reduction strategies
Manage cash flow forecasting, banking relations, and borrowing base reporting to support liquidity needs
Lead the budgeting, forecasting, and variance analysis processes, advising leadership on operational and strategic planning
Coordinate external audits, ensuring compliance with all regulatory requirements including GAAP and ITAR
Support tax planning, compliance, and liaise with external advisors as needed
Identify and implement process improvements across accounting, reporting, and ERP workflows to optimise efficiency
Monitor key financial metrics, providing actionable insights and recommendations to drive performance and growth
Assist in capital investment evaluations, pricing strategies, and long-term planning discussions
Present financial insights and forecasts directly to executive leadership, supporting strategic decision-making
Essential Skills & Experience
Proven experience as a financial leader within a manufacturing environment, with a minimum of 8-12 years in progressive roles
Demonstrable expertise in GAAP, cost accounting, inventory management, and financial compliance standards
Hands-on experience with ERP systems such as Acumatica, NetSuite, SAP, or Infor
Strong analytical skills with advanced proficiency in Excel and financial modeling techniques
U.S. citizenship is essential due to aerospace and defence regulatory requirements
Excellent leadership capabilities with a results-driven approach and a focus on continuous improvement
Strong communication skills, with the ability to present complex financial data clearly and persuasively to senior stakeholders
Desirable Skills & Experience
Prior experience working within heavily regulated sectors such as aerospace or defence
Familiarity with ITAR compliance and related regulatory frameworks
Experience in strategic planning and long-term financial growth management
Proactive mindset with a focus on process optimisation and operational efficiency
How to Apply
If you possess the relevant expertise and are excited about making a meaningful contribution to a pioneering manufacturing organisation, we invite you to submit your CV for consideration. Join a company that values innovation, detailed financial stewardship, and leadership-your next career move awaits.
PMO Project Portfolio Manager
Harrisburg, PA jobs
End Client: State of Pennsylvania
Job Title: PMO Project Portfolio Manager
Duration: 6+Months
Contract
Hours Per Week: 40 Hr
Interview Type: Webcam or In-Person
Ceipal ID: SPA_PM372_MA
Requirement ID: OA/ETSO - TAS2 (788372)
OA ETSO - PMO Project Portfolio Manager
*Hybrid position - candidate will need to report on-site in Harrisburg 1 day/week*
*Candidates must reside within 1-hour of Harrisburg area*
*FT, 40 hours per week
The PMO Project Portfolio Manager brings proven experience from related businesses or organizations as well as system integration and technology experience. They consult with the client to define needs or problems, conduct research, perform studies and surveys to obtain data, and analyze problems to advise and make recommendations on business and technical solutions based on hands-on experience solving similar business problems. They are able to utilize knowledge of theory, principles, or technology of specific discipline or field of specialization.
Role Description:
-Guides executive-level stakeholders based on industry standards related to specific discipline or field of specialization.
-Requires specific expertise in related technical fields or area of specialization.
-Conducts detailed audits and analysis to identify obstacles and suggests recommended solutions.
-Requires extensive experience providing consulting services to governmental entities related to specific technologies or field of specialization.
-Provides mentoring and guidance to agency personnel and leadership.
-Consults with executive-level stakeholders to define business need or problem; conducts research, performs studies and surveys to obtain data; and analyzes problems to advise on or recommend solutions, utilizing knowledge of theory, principles, or technology of specific discipline or field of specialization.
-Conducts study or survey on need or problem to obtain data required for solution.
-Analyzes data to determine solution, such as installation of alternate methods and procedures, changes in processing methods and practices, modification of machines or equipment, or redesign of products or services.
-Advises client or department heads on alternate methods of solving need or problem, or recommends specific solution.
-Requires experience providing consulting services to governmental entities.
-May be designated according to field of business and technical specialization.
Preferred Qualifications
-Strong experience in data analysis and reporting.
-Proficient experience with ServiceNow platform.
-Strong experience in project management methodologies (PMBOK), preferably Waterfall or Kanban.
-PMI's CAPM or PMP certification preferred but not required.
-Strong attention to detail and assertiveness
-Proficient in Microsoft Excel and PowerPoint
-Self starter and can work with minimum supervision or direction.
V Group Inc. is a NJ-based IT Services and Products Company with its business strategically categorized in various Business Units including Public Sector, Enterprise Solutions, Professional Services, Ecommerce, Projects, and Products. Within Public Sector business unit, we cater IT Professional Services to Federal, State and Local. We have multiple awards/ contracts with 30+ states, including but not limited to NY, CA, FL, GA, MD, MI, NC, OH, OR, CO, CT, TN, PA, TX, VA, NM, VT, and WA.
If you are considering applying for a position with V Group, or in partnering with us on a position, please feel free to contact me for any questions you may have regarding our services and the advantages we can offer you as a consultant.
Please share my contact information with others working in Information Technology.
Website: **************************************
LinkedIn: *****************************************
Facebook: *********************************
Twitter: *********************************
Senior Financial Analyst
Long Beach, CA jobs
Our medical services client, in partnership with CV Resources, seeks a talented Senior Financial Analyst to join their Finance and Accounting Team. The Senior Financial Analyst will support a rapidly growing FP&A team and play a key role in budgeting, forecasting, modeling, and performance analytics. This is a highly technical, Excel-driven role ideal for an analytical âup-and-comerâ with strong modeling capabilities, comfort with large data sets, and experience supporting multi-location businesses.
You will have the opportunity to report directly to the head of the FP&A department.
Job Title: Senior Financial Analyst (our client will consider talented Financial Analysts)
Location: Long Beach, California
Job Status (direct hire, consulting, consulting with possibility of hire) - This role is a direct hire role.
Job Site Status (onsite/hybrid/remote) - Our client has a hybrid job site status of One Onsite Day per Quarter
Compensation - Salary range is $95,000-$115,000 per year + a bonus component based on individual and company performance.
RESPONSIBILITIES OF THE SENIOR FINANCIAL ANALYST
Financial Planning and Analysis (FP&A) - Budgeting and Forecasting
Develop and maintain monthly and quarterly forecasts, identifying trends, risks, and opportunities.
Perform variance analysis to compare actual results against forecasts and budgets, providing actionable insights.
Support long-range financial planning and scenario modeling to guide strategic business decisions.
Financial Planning and Analysis (FP&A) - Data Analysis
Gather data from diverse sources (ERP, POS, and other platforms)
Integrate data.
Analyze data using Business Intelligence (BI) tools.
Present proposals based on data analysis.
Financial Planning and Analysis (FP&A) - Data Maintenance
Track performance metrics to measure business performance.
Generate ad hoc analysis and financial reporting.
Financial Planning and Analysis (FP&A) - Budgeting and Forecasting
Support long-range financial planning and scenario modeling to guide strategic business decisions by updating data.
Assist the Head of FP&A in leading annual budget, reforecasts, and long-term plans in both corporate and sales and marketing budgets.
Process Improvements
Identify opportunities to streamline financial processes, improving efficiency and reporting accuracy.
Support financial system upgrades and automation initiatives to enhance reporting capabilities.
Ensure internal controls and compliance with financial policies and best practices.
Assist in the development of financial tools and models to support decision-making.
Miscellaneous
Accept all relevant tasks as given by upper management.
QUALIFICATIONS OF THE SENIOR FINANCIAL ANALYST
Required
Bachelor's degree in accounting, finance, or a comparable major.
3+ years of true FP&A experience (financial modeling, budgeting, forecasting, variance analysis)
Proficient understanding of Key Performance Indicators (KPI's)
Multi-site / multi-location industry experience
Preferred
MBA
Experience working in Private Equity-backed environments.
Three (3) statement model experience (income statement, balance sheet, and cash flow statement) into one dynamically connected financial model.
SKILLS OF THE SENIOR FINANCIAL ANALYST
Required
Technical
Advanced Excel
Financial modeling, budgeting, forecasting
Ability to build models entirely from scratch (not just maintain/update)
Large data-set interpretation
Interpersonal
Executive presence.
Superb analytical and critical thinking skills.
Diligence and accuracy.
Impeccable communication skills.
Inquisitive
Preferred
Technical
Power BI or Tableau or Planful or equivalent program
For further information, submit your resume to Mark@CVRStaffing.com. All inquiries will be kept in the strictest confidence.
Cloud Financial Analyst
Chicago, IL jobs
About the Role
We are seeking an IT Planning & Analytics to lead initiatives that optimize cloud investments and enhance IT cost transparency. In this role, you will design and implement cost management frameworks, ensuring efficient and cost-effective use of public cloud resources. You will also mature the IT Cost Transparency module in Apptio and play a key role in technology budget governance, planning, and forecasting.
What You'll Do
Prepare and analyze public cloud forecasts and budgets; monitor financial performance and recommend optimization strategies.
Apply the FinOps framework to maximize business value from cloud investments, collaborating with business, engineering, and finance teams.
Design, configure, validate, and maintain cloud transparency and total cost of ownership (TCO) reporting.
Model complex business problems, uncover insights, and identify opportunities using data mining and visualization techniques.
Participate in budget and forecast reviews to ensure consolidation and rationalization.
Perform additional duties as assigned.
Minimum Qualifications
Bachelor's degree in Information Systems, Business Management, Finance, or related field.
8+ years of relevant experience in IT financial analytics or technology business management.
Hands-on experience with FinOps and cloud cost modeling.
Strong analytical and problem-solving skills with advanced proficiency in MS Excel.
Excellent communication and presentation skills.
Preferred Qualifications
MBA or graduate-level coursework.
Experience in highly regulated industries (e.g., capital markets).
Certifications such as FinOps Certified Practitioner, AWS Certified Cloud Practitioner, or TBM certifications (CTBME, RTBMA, ETBMA).
Familiarity with tools like Apptio One, Cloudability, CloudHealth, AWS Cost Explorer, and AWS QuickSight.
Technical Skills
Expertise in IT cost modeling and cloud financial management.
Strong data transformation and visualization capabilities.
Ability to identify insights and opportunities through advanced analytics.
Salay: $135-$155k + bonus
Industrial Asset Manager
Indianapolis, IN jobs
Macdonald & Company is pleased to be exclusively retained to find and appoint an industrial asset manager on behalf of a thriving real estate investment firm. The asset manager will either be based in Indianapolis or Dallas.
Key Responsibilities:
Business Plan / Property-Level Reporting
Set annual performance goals - budgeted NOI, gross leasing targets, net CF. Create annual business plan for each asset.
Oversee, review and sign off on annual property-level budgets.
Produce quarterly asset reports summarizing property-level performance, market activity, recent leases, construction activity and property âwatch list issues.â
Participate in monthly and quarterly property management operations calls.
Provide strategic decision making as needed (e.g., tenant issues, capital/R&M). Provide quarterly write-up for internal use.
Leasing
Working with 3rd-party brokers negotiating leases, tracking leases and ensuring final execution. Managing internal leasing team if any.
Lease analytics - NER, budget vs actual (in VTS) for every deal. Ensure lender compliance with all leases.
Provide credit analysis of prospective tenants as needed.
Capital / Project Management
Oversee management of capex projects by CM and PM team. Serve as the lead on projects not under PM oversight (e.g., redevelopment, rezoning, etc.).
Tracking all vacant units and MR projects. Ensure that the team is delivering units to meet leasing goals and expectations.
Valuation
Maintain on-going sale and lease comps database for relevant transactions in each property submarket.
Provide inputs (MLA, capital) for quarterly valuations. Review and sign off on final FMV value.
Acquisition
Manage on-boarding plan with property management team. Ensure business plan is proceeding on schedule and tracking UW budget.
Dispositions
Manage disposition process for assets identified for sale.
Participate in the selection of the sales broker. Negotiation of the sales agreements.
Portfolio Management
Review and sign off on quarterly FMVs.
Direct hold/sell analysis on an on-going basis.
Present quarterly and annual business plans to IC.
Refinance decisions during hold period.
Approve future capital calls.
Quarterly property tours.
Qualifications & Skills:
5-10+ years of asset management experience, preferably in industrial real estate.
Bachelors Degree required, MBA Preferred.
Strong background in leasing, financial analysis, and asset repositioning.
Expertise in negotiation, budgeting, and capital planning.
Ability to collaborate across departments and build strong tenant relationships.
Highly analytical with excellent communication and leadership skills.
Proficiency in financial modeling and lease structuring.
Infor Finance ERP Analyst - 245267
Chicago, IL jobs
Infor Finance ERP Analyst
100% Remote
Unable to provide sponsorship now or in the future
Our client is a leading healthcare organization looking to bring on an Infor Finance ERP Analyst onto their team. This individual will work alongside the ERP team to manage & configure the Finance module of their Infor ERP system.
Responsibilities:
Perform daily configuration, monitoring, maintenance, and troubleshooting for the Infor Finance module.
Deliver technical support to end users by resolving system-related issues and ensuring a positive user experience.
Configure ERP modules to meet business needs and align with established workflows.
Collaborate with IT teams and external vendors to customize ERP features and integrate third-party applications.
Partner with departments such as Finance, HR, and Inventory to analyze processes and identify opportunities to improve efficiency through ERP solutions.
Propose and implement enhancements to optimize system performance and streamline business operations.
Conduct user training sessions and develop comprehensive manuals and guides for ERP usage.
Maintain detailed documentation of system updates, configurations, and procedures for future reference.
Coordinate, test, and validate ERP upgrades to minimize operational disruption; assist in evaluating and selecting new ERP tools or solutions when needed.
Requirements:
Associate's Degree required, Bachelor's Degree preferred.
3+ years of experience configuring the Infor Finance module.
Experience in troubleshooting and solving technical issues related to ERP systems.
Strong communication skills.
Fixed Income Product Manager
Boston, MA jobs
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Job Title: Fixed Income Product Manager
Locations: 100% Remote
Get To Know Us:
We are seeking a strategic and technically proficient Fixed Income Product Manager to lead the evolution of our Fixed Income product offerings. This role demands deep subject matter expertise across the full lifecycle of Fixed Income trading, portfolio management, risk and performance analytics. You will collaborate with cross-functional teams and senior leadership to define and execute the strategic direction of our Fixed Income platform.
Why You Will Love It Here!
Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
Your Future: 401k Matching Program, Professional Development Reimbursement
Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
Training: Hands-On, Team-Customized, including SS&C University
Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get To Do:
Subject Matter Expertise
Act as the SME across the full lifecycle of a Fixed Income trade-from pre-trade analytics and execution to post-trade processing and reporting.
Maintain deep knowledge of Fixed Income instruments including:
Government and corporate bonds
Municipal securities
Structured products
Credit derivatives and interest rate products
Portfolio Management & Analytics
Define and support features related to Fixed Income portfolio management, including:
Performance measurement
Attribution analysis
Risk modeling and scenario analysis
Benchmarking and compliance
Product Development & Requirements Gathering
Collaborate with internal stakeholders to flush out detailed requirements for Fixed Income features across trading, modeling, analytics, and market data.
Translate business needs into clear, actionable technical specifications for Engineering and QA teams.
Write and maintain high-quality product documentation and specifications.
Sales & Marketing Enablement
Support Sales Engineers by demonstrating Fixed Income capabilities and new platform features to clients and prospects.
Act as a Fixed Income SME in client meetings, webinars, and marketing campaigns.
Partner with Marketing to develop content that highlights Fixed Income product strengths and differentiators.
Strategic Planning
Work closely with senior management to define and refine the strategic direction of our Fixed Income offering.
Contribute to long-term product vision and roadmap planning based on market trends, client feedback, and competitive analysis.
Client Engagement
Engage directly with clients to understand their Fixed Income workflows, pain points, and feature requests.
Gather feedback and incorporate it into the product roadmap and development cycles.
Cross-Functional Collaboration
Work closely with Product Managers, Engineers, and QA to ensure timely and high-quality delivery of Fixed Income features.
Participate in sprint planning, backlog grooming, and release management processes.
What You Will Bring:
Strong understanding of Fixed Income trading systems and market structure
Experience with portfolio management platforms and performance attribution tools
Must have experience with API's and how they work
Familiarity with financial modeling and analytics platforms (e.g., Python, R, Excel, SQL)
Knowledge of APIs, data integration, and financial data providers (e.g., Bloomberg, Refinitiv)
Ability to write clear and structured business and technical specifications
Experience with Agile development methodologies and tools (e.g., Jira, Confluence)
Qualifications:
5+ years of experience in Fixed Income markets, preferably in product management, portfolio management, or sales engineering role
Proven ability to demo financial products and articulate value propositions to technical and non-technical audiences
Excellent communication and presentation skills; comfortable in client-facing and executive-level discussions
Bachelor's degree in Finance, Economics, Engineering, or related field; MBA or CFA preferred
Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website: ************************
#LI-BP1
#CA-BP
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
Auto-ApplyFP&A, Corporate and Strategic Finance
San Francisco, CA jobs
The Finance team at Asana tracks and seeks to understand the factors driving our growth and success. We help our entire organization achieve our operational and financial goals while embodying our company values. We ensure our objectives are feasible and work closely with all teams to ensure they have the resources they need to achieve our ambitious mission enabling all teams to work together effortlessly.
We are looking for an outstanding corporate finance manager to join our FP&A team in our mission to help humanity thrive by enabling the world's teams to work together effortlessly. In this role, you will have the opportunity to strategically assess our growth drivers and partner with our Go-To-Market teams to drive impact.
As a finance professional who has experience at PLG and SLG-led companies, you will solve hard problems independently, have deep experience in financial analysis, and have strong executive presence to communicate with senior leadership. The ideal candidate will be curious, detail-oriented, and collaborative, with excellent analytical and communication skills.
This role is based in our San Francisco office with an office-centric hybrid schedule. The standard in-office days are Monday, Tuesday, and Thursday. Most Asanas have the option to work from home on Wednesdays. Working from home on Fridays depends on the type of work you do and the teams with which you partner. If you're interviewing for this role, your recruiter will share more about the in-office requirements.
What you'll achieve
Analytically solve problems with the ability to gather and summarize large amounts of data to lead efficient executive decision-making; Lead the end-to-end recommendation process
Nurture deep, trusted partnerships with Sales, Marketing, Product, Engineering, Accounting, IT, Business Operations, and their respective technical teams
Support strategic short and long-term business decisions through ROI-focused financial modeling and analysis across different segments of the business
Build, maintain, and own our revenue forecast model, helping connect the dots between net bookings forecast to our RPO, billings, deferred revenue, and GAAP revenue forecasts
Propose and implement solutions to drive key financial metrics in partnership with the GTM organization
Guide process improvement, standardization, simplification, install proper controls, and reporting enhancements
About you
7+ years of applicable experience in FP&A, corporate, or strategic finance at PLG and SLG-led tech companies
Bachelor's degree in finance, accounting, economics or a related quantitative field
Strong understanding of corporate finance concepts and accounting principles
Advanced knowledge of MS Excel/Google Sheets
Prior experience with financial and data analytics tools including Anaplan and Databricks
Ability to cultivate effective relationships and work cross-functionally with strong planning, process management, communication, and organizational skills
Excellent business judgment and intellectual curiosity; proven ability to turn data into actionable insights and recommendations
Track record of presenting complex financial analyses clearly and concisely to senior management
Calm in the face of uncertainty and comfortable working in a dynamic environment, you bring a proactive ownership and action-oriented approach
At Asana, we're committed to building teams that include a variety of backgrounds, perspectives, and skills, as this is critical to helping us achieve our mission. If you're interested in this role and don't meet every listed requirement, we still encourage you to apply.
What we'll offer
Our comprehensive compensation package plays a big part in how we recognize you for the impact you have on our path to achieving our mission. We believe that compensation should be reflective of the value you create relative to the market value of your role. To ensure pay is fair and not impacted by biases, we're committed to looking at market value which is why we check ourselves and conduct a yearly pay equity audit.
For this role, the estimated base salary range is between $164,000- $186,000. The actual base salary will vary based on various factors, including market and individual qualifications objectively assessed during the interview process. The listed range above is a guideline, and the base salary range for this role may be modified.
In addition to base salary, your compensation package may include additional components such as equity, sales incentive pay (for most sales roles), and benefits. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role.
We strive to provide equitable and competitive benefits packages that support our employees worldwide and include:
Mental health, wellness & fitness benefits
Career coaching & support
Inclusive family building benefits
Long-term savings or retirement plans
In-office culinary options to cater to your dietary preferences
These are just some of the benefits we offer, and benefits may vary based on role, country, and local regulations. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role.
#LI-Hybrid
About us
Asana is a leading platform for human + AI collaboration. Millions of teams around the world rely on Asana to achieve their most important goals, faster. Asana has been named to Fortune's Best Workplaces for 7+ years and recognized by Fast Company, Forbes, and Gartner for excellence in workplace culture and innovation. We offer an exceptional office-centric culture while adopting the best elements of hybrid models to ensure that every one of our global team members can work together effortlessly. With 13+ offices all over the world, we are always looking for individuals who care about building technology that drives positive change in the world and a culture where everyone feels that they belong.
Join Asana's Talent Network to stay up to date on job opportunities and life at Asana.
Auto-ApplyTreasury Manager
Batavia, OH jobs
Milacron is looking for a Treasury & Risk Manager to join our team in Batavia, OH. As a Treasury & Risk Manager, you will be responsible for the functions of domestic cash management, global debt and trade finance solutions, shareholder services, cash forecasting, cash balances, borrowing, coordinating bank service needs, developing presentation materials, and other financial functions. Additionally, you will oversee and implement risk management strategies to identify, assess, and mitigate financial and operational risks. This includes managing currency exchange risks, interest rate fluctuations, credit risks, and compliance with regulatory requirements. This role gives you insight into the finance department of a multi-national organization, with the ability to work collaboratively with team members across the globe.
Work You'll Do:
Manage the centralized cash management functions of the Company, including developing and implementing standardized policies and procedures for funds movement, investments, borrowings, and cash forecasting.
Identify, monitor, and mitigate financial and operational risks related to cash management, currency fluctuations, and banking services, ensuring compliance with all relevant regulations and covenant requirements.
Oversee the assessment and management of banking service needs, exploring new and emerging banking products to optimize service and cost-efficiency.
Coordinate the adoption of new technology, including electronic banking systems, to enhance internal efficiencies and reduce costs.
Conduct comprehensive assessments to identify potential risks that could impact the organization; develop risk mitigation strategies to mitigate.
Develop and maintain consolidated cash forecasts for U.S. entities and identify opportunities to expand global cash management capabilities.
Lead the procurement and management of insurance policies; working with brokers to secure appropriate coverage for the Company's risk tolerance
Administer and manage the treasury workstation relationship, ensuring system enhancements and functionalities support effective risk management and operational needs.
Manage and oversee the letter of credit and bank guarantee portfolio, working with business units to facilitate timely issuance and mitigate credit risks.
Identify currency hedging opportunities and recommend the use of derivatives such as swaps and options to manage foreign exchange risk, ensuring adherence to applicable accounting standards.
Develop financial presentation materials for senior management, providing insights into treasury performance and risk exposure.
Monitor the performance of key treasury service providers, including banking partners and data services, and implement new products to ensure secure, dependable, and cost-effective operations.
Support M&A due diligence and integration efforts, focusing on risk assessment and mitigation strategies.
Develop and manage the company's foreign exchange and other hedging activities to reduce exposure to market volatility.
Qualifications:
Bachelor's degree in Finance, Accounting, Business Administration, or related
5+ years of multi-national corporate treasury experience
CTP and / or GARP highly preferred
Experience with M&A activity preferred
Who we are:
Milacron is a global leader in the manufacture, distribution and service of highly engineered and customized systems within the $27 billion plastic technology and processing industry. We are the only global company with a full-line product portfolio that includes hot runner systems, injection molding, extrusion equipment. We maintain strong market positions across these products, as well as leading positions in process control systems, mold bases and components, maintenance, repair and operating (âMROâ) supplies for plastic processing equipment. Our strategy is to deliver highly customized equipment, components and service to our customers throughout the lifecycle of their plastic processing technology systems.
EEO: The policy of Milacron is to extend opportunities to qualified applicants and employees on an equal basis regardless of an individual's age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity/expression or veteran status. We are committed to being an Equal Employment Opportunity (EEO) Employer and offer opportunities to all job seekers including individuals with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, email us at recruitingaccommodations@milacron.com. In your email, please include a description of the specific accommodation you are requesting as well as the job title and requisition number of the position for which you are applying.
Auto-ApplyTreasury Manager
Redlands, CA jobs
As Treasury Manager you will be responsible for managing staff and coordinating resources in a full spectrum of treasury processing and reporting efforts. You will interact frequently with internal and external systems, support staff, spearhead banking requests, and drive ERP and application-based technical initiatives. You will manage extensive processing of bank documentation for multiple domestic and international entities, including the complex opening of international accounts and periodic Know Your Customer (KYC) requirements. You will be responsible for reconciliations relating to cash and investments, with an emphasis on understanding and disseminating cash management controls and documenting these in written and visual formats. Frequent communication with banking and brokerage business partners is required, particularly with respect to international issues.
Esri has a Relocation Assistance Program and can provide support with relocating to the Redlands, CA area for this position.
Responsibilities
Serve as primary technical contact for financial transaction research and process improvement initiatives
Manage multiple banking and investment broker relationships
Manage and respond to banking requested documentation, including for international and domestic account openings and KYC compliance
Manage bank account and investment reconciliations and reporting
Create and maintain treasury control documentation
Oversee Letter of Credit/Bank Guarantee/Bond application processing
Provide financial audit support
Requirements
8 years of relevant Treasury experience working with banking system or ERP transaction security controls, including 3+ years of experience with coordination or leadership responsibilities
Experienced knowledge of Microsoft Office tools
Experience working in a multi-currency environment with international operations
Excellent verbal and written communication and presentation skills, with attention to detail
Excellent interpersonal skills, including diplomacy, negotiating, reasoning, and problem solving
Possess strong analytical skills, including a thorough understanding of how to interpret business needs
Visa sponsorship is not available for this posting. Applicants must be authorized to work for any employer in the US
Bachelor's in Accounting or Finance
Recommended Qualifications
4+ years of experience in a financial institution technical support environment
Experience with Visio or other flowcharting tools
Understanding of banking KYC documents and processes
#LI-Onsite
#LI-JH2
Auto-ApplyFinancial Analyst - Corporate Development
Redlands, CA jobs
The Financial Analyst position on our corporate development team in Accounting and Finance is responsible for monitoring and coordinating activities associated with our international distribution network. Activities include measuring performance against plans, producing and presenting informational reporting pertinent to the business, assisting in all aspects of valuation and financial analysis in support of acquisition and divestiture transactions, and assisting in due diligence efforts in support of corporate development needs.
Join the team fully onsite at our stunning campus in Redlands, CA.
Responsibilities
Monitor and analyze the performance of current investments which includes preparing regular reports on the financial health and performance of the portfolio and identifying areas for improvement or divestment based on financial analysis
Prepare presentations, reports, and documentation for department and corporate management
Assist in conducting due diligence for potential acquisitions and investments, including financial, legal, and operational aspects through effective collaboration with participating members of the cross-functional teams
Coordinate and perform activities related to drafting contract language, renewing agreements, fulfilling contractual commitments, and monitoring general business obligations and requirements
Understand business objectives and issues and conduct insightful, fact-based analysis to help solve complex problems
Maintain and update systems used to track acquisition activity and key information
Requirements
2+ years of prior experience or relevant experience
Experience with budgeting and planning methodologies and tools
Advanced Microsoft Excel skills, including XLOOKUPS and pivot tables
High level of attention to detail, excellent organizational skills and ability to prioritize demands and meet deadlines
Familiarity with accounting financial statements
Ability to work independently
Analytical and problem-solving skills
Visa sponsorship is not available for this posting. Applicants must be authorized to work for any employer in the US
Bachelor's in Accounting, Finance, or in a related field
Recommended Qualifications
Experience working with SAP or other large ERP systems
Experience working with advanced reporting tools such as Power BI
Familiar with SQL and relational databases
#LI-Onsite
#LI-JH2
Auto-ApplyCorporate Philanthropy Analyst
Houston, TX jobs
As an NRG employee, we encourage you to take charge of your career and development journey. We invite you to explore exciting opportunities across our businesses. You'll find that our dynamic work environment provides variety and challenge. Your growth is key to our ongoing success-take the lead in shaping your career development, goals and future!
Job Title: Corporate Philanthropy Analyst (or Sr. Analyst)
Position Overview:
NRG is seeking a detail-oriented, collaborative, and purpose-driven professional to join our Corporate Philanthropy team. This role will support the operational and programmatic execution of NRG's philanthropic initiatives, with a focus on leveraging NRG's corporate citizenship to inspire engagement, enhance reputation, strengthen our brand, and advance business goals.
Reporting to the Leader of Operations and Corporate & Enterprise Programs, this role will play a key role in managing processes, coordinating projects, and supporting data and communications that bring our giving pillars to life across the company.
Key Responsibilities:
Operations Support
Assist in the day-to-day operations of the corporate philanthropy team, including documentation, systems, and process improvements.
Project Management & Coordination
Support the planning and execution of enterprise-wide philanthropic programs and initiatives, ensuring timelines and deliverables are met.
Grant Process Management
Coordinate grantmaking workflows, including application tracking, approvals, payments, and reporting.
Data Management & Visualization
Maintain accurate records of donations, volunteer hours, and impact metrics; develop dashboards and visual reports to communicate results and insights.
Presentation & Reporting Support
Create PowerPoint presentations and written materials for internal and external audiences, including leadership updates and impact storytelling.
Communications Coordination
Collaborate with internal teams to support messaging, content development, and storytelling around philanthropy and community impact.
Qualifications:
Bachelor's degree in Business, Public Administration, Communications, Nonprofit Management, data analytics, or related field
2-4 years of experience in corporate philanthropy, CSR, nonprofit operations, or program coordination
Strong organizational and project management skills
Expert in Excel and PowerPoint; proficiency in the rest of Microsoft Office Suite; experience with Power Bi or other visualization tools
Excellent written and verbal communication skills
Ability to manage multiple priorities and work collaboratively across teams
Passion for social impact, sustainability, and community engagement
Working Conditions:
Hybrid or office-based work environment
Occasional travel
Flexibility to occasionally support evening or weekend events as needed
NRG Energy is committed to a drug and alcohol-free workplace. To the extent permitted by law and any applicable collective bargaining agreement, employees are subject to periodic random drug testing, and post-accident and reasonable suspicion drug and alcohol testing. EOE AA M/F/Vet/Disability. Level, Title and/or Salary may be adjusted based on the applicant's experience or skills.
Official description on file with Talent.
Corporate Financial Analyst
Columbia, SC jobs
Why should you join the BlueCross BlueShield of South Carolina family of companies? Other companies come and go, but we've been part of the national landscape for more than seven decades, with our roots firmly embedded in the South Carolina community. We are the largest insurance company in South Carolina âĤ and much more. We are one of the nation's leading administrators of government contracts. We operate one of the most sophisticated data processing centers in the Southeast. We also have a diverse family of subsidiary companies, allowing us to build on various business strengths. We deliver outstanding service to our customers. If you are dedicated to the same philosophy, consider joining our team!
Position Purpose:
Provides key financial reports/analysis to support senior management in planning/evaluation requirements/meeting financial objectives related to strategic investments/acquisitions. Performs market research/competitive analysis/valuation/financial modeling services and due diligence efforts. Prepares/documents complex financial analysis projects that are highly non-routine. Reviews/prepares financial statements/forecasts that involve extractions of financial data.
Logistics: BlueCross BlueShield of South Carolina-Corporate.
Location: This position is full-time (40-hours/week) Monday-Friday in a typical office environment. You will work an 8-hour shift scheduled during our normal business hours of 8:00AM-5:00PM. This role is located at 4101 Percival Road, Columbia, SC 29229.
What You'll Do:
Reviews and researches strategic corporate finance projects such as mergers and acquisitions, investment opportunities, and other project as assigned by executive staff.
Performs complex statistical, cost and financial analysis of data to determine costs of business activities. Interprets financial transactions in order for management to make economic or business decisions, determine past financial performance, and/or to project a financial probability.
Reviews and/or prepares financial statements, builds financial models, and researches potential acquisitions for areas of the company which do not have an appointed accounting staff.
Completes special projects such as financial statement analysis, impairment analysis requiring discounted cash flow techniques, audited financial review, vendor analysis, forecasting, general ledger reconciliations, preparation of AD HOC and custom reports, etc.
To Qualify For This Position, You'll Need The Following:
Bachelor's degree in Finance/Financial Management, Economics, Accounting or other job-related field OR
A Master's Degree in Finance/Financial Management, Economics, Accounting or related field with a Certified Public Accountant (CPA) license.
Seven years financial analysis experience with a Bachelor's degree, OR
Three years financial analysis experience with a Masters degree and CPA license.
Strong communications and decision-making skills.
Able to compile complex information, design reports and analyze data.
Excellent presentation, organization and research skills.
Academic and practical knowledge of generally accepted accounting principles (GAAP).
Excellent analytical and modeling skills, in-depth knowledge of financial statement analysis and a strong understanding of corporate finance concepts such as discounted cash flow and valuation methodologies.
Microsoft Office experience.
Able to shift priorities and change tasks frequently at the direction of management.
Must be able to work with limited direction and present solutions to complex and loosely defined problems.
Maintains a positive attitude in changing and stressful environments.
Evaluates, analyzes and presents complex information succinctly for executive management.
Able to maintain a high level of professionalism during representation interactions with internal management and external parties.
We Prefer That You Have The Following:
Public Accounting experience, highly preferred.
Proficiency in SQL.
Our Comprehensive Benefits Package Includes The Following: We offer our employees great benefits and rewards. You will be eligible to participate in the benefits the first of the month following 28 days of employment.
Subsidized health plans, dental and vision coverage
401k retirement savings plan with company match
Life Insurance
Paid Time Off (PTO)
On-site cafeterias and fitness centers in major locations
Education Assistance
Service Recognition
National discounts to movies, theaters, zoos, theme parks and more.
What We Can Do for You: We understand the value of a diverse and inclusive workplace and strive to be an employer where employees across all spectrums have the opportunity to develop their skills, advance their careers and contribute their unique abilities to the growth of our company.
What To Expect Next: After submitting your application, our recruiting team members will review your resume to ensure you meet the qualifications. This may include a brief telephone interview or email communication with our recruiter to verify resume specifics and salary requirements.
Equal Employment Opportunity Statement
BlueCross BlueShield of South Carolina and our subsidiary companies maintain a continuing policy of nondiscrimination in employment to promote employment opportunities for persons regardless of age, race, color, national origin, sex, religion, veteran status, disability, weight, sexual orientation, gender identity, genetic information or any other legally protected status. Additionally, as a federal contractor, the company maintains affirmative action programs to promote employment opportunities for individuals with disabilities and protected veterans. It is our policy to provide equal opportunities in all phases of the employment process and to comply with applicable federal, state and local laws and regulations.
We are committed to working with and providing reasonable accommodations to individuals with disabilities, pregnant individuals, individuals with pregnancy-related conditions, and individuals needing accommodations for sincerely held religious beliefs, provided that those accommodations do not impose an undue hardship on the Company.
If you need special assistance or an accommodation while seeking employment, please email ************************ or call ************, ext. 47480 with the nature of your request. We will make a determination regarding your request for reasonable accommodation on a case-by-case basis.
We participate in E-Verify and comply with the Pay Transparency Nondiscrimination Provision. We are an Equal Opportunity Employer. Here's more information.
Some states have required notifications. Here's more information.
Auto-ApplySr. Corporate Financial Analyst
Atlanta, GA jobs
** As part of the Waystar (NASDAQ: WAY) Finance Team, this role is instrumental to the reporting, financial analysis, and forecasting for Waystar. This role involves conducting in-depth analysis using complex financial models, preparing deliverables for internal and external stakeholders, and communicating insights to senior leadership. Senior Analysts are expected to take ownership of business-critical analyses and collaborate closely with multiple departments to drive informed decision-making. We are looking for team members that thrive in a fast-paced, multi-tasking environment and are seeking an opportunity to advance their leadership and analytical capabilities. The Senior Corporate Financial Analyst plays a critical role in driving strategic planning, business performance analysis, and corporate initiatives. This individual partners with executive leadership and business units to support long-term planning, financial modeling, and key strategic projects that align with the company's overall vision and goals.
**WHAT YOU'LL DO**
+ Conduct advanced financial analysis, modeling, and reporting related to business operations and adjusted financial results.
+ Prepare, analyze, and explain historical actual, adjusted, and projected financial information with increased autonomy.
+ Create and update presentation materials for public company reporting, board meetings and reporting to debt holders, taking a lead role in the process.
+ Develop financial models and perform scenario analyses to support strategic business decisions, including complex three-statement modeling and cash flow forecasting.
+ Provide detailed reports and present analyses to executive leadership on an ad-hoc basis.
+ Lead initiatives to identify opportunities for financial and operational improvements.
+ Enhance business insights and reporting by leveraging PowerBI.
+ Gathering, combining, and analyzing data from a variety of sources and systems
+ Proactively and independently identify opportunities for improvement and communicate to management.
**WHAT YOU'LL NEED**
+ Bachelor's degree in Economics, Finance, Business, Accounting, Mathematics, or a related field.
+ 3-5+ years of similar work experience.
+ Assurance or advisory experience with Big Four accounting firms is strongly preferred.
+ Attainment or pursuit of CPA, CFA, or other relevant certifications.
+ Experience working for a publicly traded company or private equity-backed business.
+ Strong understanding of financial metrics, accounting concepts, and US GAAP.
+ Exceptional critical thinking and analytical skills, with the ability to work independently on complex analyses.
+ Attention to detail and the ability to communicate financial information clearly to senior stakeholders.
+ Self-motivated with the ability to manage multiple ongoing tasks and assignments.
+ A passion for personal development, aspiring to be a subject matter expert and leader within the Finance team.
**ABOUT WAYSTAR**
Through a smart platform and better experience, Waystar helps providers simplify healthcare payments and yield powerful results throughout the complete revenue cycle.
Waystar's healthcare payments platform combines innovative, cloud-based technology, robust data, and unparalleled client support to streamline workflows and improve financials so providers can focus on what matters most: their patients and communities. Waystar is trusted by 1M+ providers, 1K+ hospitals and health systems, and is connected to over 5K commercial and Medicaid/Medicare payers. We are deeply committed to living out our organizational values: honesty; kindness; passion; curiosity; fanatical focus; best work, always; making it happen; and joyful, optimistic & fun.
Waystar products have won multiple Best in KLAS or Category Leader awards since 2010 and earned multiple #1 rankings from Black Book surveys since 2012. The Waystar platform supports more than 500,000 providers, 1,000 health systems and hospitals, and 5,000 payers and health plans. For more information, visit waystar.com or follow @Waystar (**************************** on Twitter.
**WAYSTAR PERKS**
+ Competitive total rewards (base salary + bonus, if applicable)
+ Customizable benefits package (3 medical plans with Health Saving Account company match)
+ We offer generous paid time off for our non-exempt team members, starting with 3 weeks + 13 paid holidays, including 2 personal floating holidays. We also offer flexible time off for our exempt team members + 13 paid holidays
+ Paid parental leave (including maternity + paternity leave)
+ Education assistance opportunities and free LinkedIn Learning access
+ Free mental health and family planning programs, including adoption assistance and fertility support
+ 401(K) program with company match
+ Pet insurance
+ Employee resource groups
Waystar is proud to be an equal opportunity workplace. We celebrate, value, and support diversity and inclusion. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, marital status, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
**Job Category:** Accounting/Finance
**Job Type:** Full time
**Req ID:** R2751
Sr. Corporate Financial Analyst
Atlanta, GA jobs
As part of the Waystar (NASDAQ: WAY) Finance Team, this role is instrumental to the reporting, financial analysis, and forecasting for Waystar. This role involves conducting in-depth analysis using complex financial models, preparing deliverables for internal and external stakeholders, and communicating insights to senior leadership. Senior Analysts are expected to take ownership of business-critical analyses and collaborate closely with multiple departments to drive informed decision-making. We are looking for team members that thrive in a fast-paced, multi-tasking environment and are seeking an opportunity to advance their leadership and analytical capabilities. The Senior Corporate Financial Analyst plays a critical role in driving strategic planning, business performance analysis, and corporate initiatives. This individual partners with executive leadership and business units to support long-term planning, financial modeling, and key strategic projects that align with the company's overall vision and goals.
WHAT YOU'LL DO
Conduct advanced financial analysis, modeling, and reporting related to business operations and adjusted financial results.
Prepare, analyze, and explain historical actual, adjusted, and projected financial information with increased autonomy.
Create and update presentation materials for public company reporting, board meetings and reporting to debt holders, taking a lead role in the process.
Develop financial models and perform scenario analyses to support strategic business decisions, including complex three-statement modeling and cash flow forecasting.
Provide detailed reports and present analyses to executive leadership on an ad-hoc basis.
Lead initiatives to identify opportunities for financial and operational improvements.
Enhance business insights and reporting by leveraging PowerBI.
Gathering, combining, and analyzing data from a variety of sources and systems
Proactively and independently identify opportunities for improvement and communicate to management.
WHAT YOU'LL NEED
Bachelor's degree in Economics, Finance, Business, Accounting, Mathematics, or a related field.
3-5+ years of similar work experience.
Assurance or advisory experience with Big Four accounting firms is strongly preferred.
Attainment or pursuit of CPA, CFA, or other relevant certifications.
Experience working for a publicly traded company or private equity-backed business.
Strong understanding of financial metrics, accounting concepts, and US GAAP.
Exceptional critical thinking and analytical skills, with the ability to work independently on complex analyses.
Attention to detail and the ability to communicate financial information clearly to senior stakeholders.
Self-motivated with the ability to manage multiple ongoing tasks and assignments.
A passion for personal development, aspiring to be a subject matter expert and leader within the Finance team.
ABOUT WAYSTAR
Through a smart platform and better experience, Waystar helps providers simplify healthcare payments and yield powerful results throughout the complete revenue cycle.
Waystar's healthcare payments platform combines innovative, cloud-based technology, robust data, and unparalleled client support to streamline workflows and improve financials so providers can focus on what matters most: their patients and communities. Waystar is trusted by 1M+ providers, 1K+ hospitals and health systems, and is connected to over 5K commercial and Medicaid/Medicare payers. We are deeply committed to living out our organizational values: honesty; kindness; passion; curiosity; fanatical focus; best work, always; making it happen; and joyful, optimistic & fun.
Waystar products have won multiple Best in KLAS or Category Leader awards since 2010 and earned multiple #1 rankings from Black Book⢠surveys since 2012. The Waystar platform supports more than 500,000 providers, 1,000 health systems and hospitals, and 5,000 payers and health plans. For more information, visit waystar.com or follow @Waystar on Twitter.
WAYSTAR PERKS
Competitive total rewards (base salary + bonus, if applicable)
Customizable benefits package (3 medical plans with Health Saving Account company match)
We offer generous paid time off for our non-exempt team members, starting with 3 weeks + 13 paid holidays, including 2 personal floating holidays. We also offer flexible time off for our exempt team members + 13 paid holidays
Paid parental leave (including maternity + paternity leave)
Education assistance opportunities and free LinkedIn Learning access
Free mental health and family planning programs, including adoption assistance and fertility support
401(K) program with company match
Pet insurance
Employee resource groups
Waystar is proud to be an equal opportunity workplace. We celebrate, value, and support diversity and inclusion. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, marital status, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Auto-ApplySr. Corporate Financial Analyst
Atlanta, GA jobs
As part of the Waystar (NASDAQ: WAY) Finance Team, this role is instrumental to the reporting, financial analysis, and forecasting for Waystar. This role involves conducting in-depth analysis using complex financial models, preparing deliverables for internal and external stakeholders, and communicating insights to senior leadership. Senior Analysts are expected to take ownership of business-critical analyses and collaborate closely with multiple departments to drive informed decision-making. We are looking for team members that thrive in a fast-paced, multi-tasking environment and are seeking an opportunity to advance their leadership and analytical capabilities. The Senior Corporate Financial Analyst plays a critical role in driving strategic planning, business performance analysis, and corporate initiatives. This individual partners with executive leadership and business units to support long-term planning, financial modeling, and key strategic projects that align with the company's overall vision and goals.
WHAT YOU'LL DO
* Conduct advanced financial analysis, modeling, and reporting related to business operations and adjusted financial results.
* Prepare, analyze, and explain historical actual, adjusted, and projected financial information with increased autonomy.
* Create and update presentation materials for public company reporting, board meetings and reporting to debt holders, taking a lead role in the process.
* Develop financial models and perform scenario analyses to support strategic business decisions, including complex three-statement modeling and cash flow forecasting.
* Provide detailed reports and present analyses to executive leadership on an ad-hoc basis.
* Lead initiatives to identify opportunities for financial and operational improvements.
* Enhance business insights and reporting by leveraging PowerBI.
* Gathering, combining, and analyzing data from a variety of sources and systems
* Proactively and independently identify opportunities for improvement and communicate to management.
WHAT YOU'LL NEED
* Bachelor's degree in Economics, Finance, Business, Accounting, Mathematics, or a related field.
* 3-5+ years of similar work experience.
* Assurance or advisory experience with Big Four accounting firms is strongly preferred.
* Attainment or pursuit of CPA, CFA, or other relevant certifications.
* Experience working for a publicly traded company or private equity-backed business.
* Strong understanding of financial metrics, accounting concepts, and US GAAP.
* Exceptional critical thinking and analytical skills, with the ability to work independently on complex analyses.
* Attention to detail and the ability to communicate financial information clearly to senior stakeholders.
* Self-motivated with the ability to manage multiple ongoing tasks and assignments.
* A passion for personal development, aspiring to be a subject matter expert and leader within the Finance team.
ABOUT WAYSTAR
Through a smart platform and better experience, Waystar helps providers simplify healthcare payments and yield powerful results throughout the complete revenue cycle.
Waystar's healthcare payments platform combines innovative, cloud-based technology, robust data, and unparalleled client support to streamline workflows and improve financials so providers can focus on what matters most: their patients and communities. Waystar is trusted by 1M+ providers, 1K+ hospitals and health systems, and is connected to over 5K commercial and Medicaid/Medicare payers. We are deeply committed to living out our organizational values: honesty; kindness; passion; curiosity; fanatical focus; best work, always; making it happen; and joyful, optimistic & fun.
Waystar products have won multiple Best in KLAS or Category Leader awards since 2010 and earned multiple #1 rankings from Black Book surveys since 2012. The Waystar platform supports more than 500,000 providers, 1,000 health systems and hospitals, and 5,000 payers and health plans. For more information, visit waystar.com or follow @Waystar on Twitter.
WAYSTAR PERKS
* Competitive total rewards (base salary + bonus, if applicable)
* Customizable benefits package (3 medical plans with Health Saving Account company match)
* We offer generous paid time off for our non-exempt team members, starting with 3 weeks + 13 paid holidays, including 2 personal floating holidays. We also offer flexible time off for our exempt team members + 13 paid holidays
* Paid parental leave (including maternity + paternity leave)
* Education assistance opportunities and free LinkedIn Learning access
* Free mental health and family planning programs, including adoption assistance and fertility support
* 401(K) program with company match
* Pet insurance
* Employee resource groups
Waystar is proud to be an equal opportunity workplace. We celebrate, value, and support diversity and inclusion. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, marital status, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Auto-ApplyTreasury Manager
Denver, CO jobs
At Ping Identity, we believe in making digital experiences both secure and seamless for all users, without compromise. We call this digital freedom. And it's not just something we provide our customers. It's something that inspires our company. People don't come here to join a culture that's built on digital freedom. They come to cultivate it.
Our intelligent, cloud identity platform lets people shop, work, bank, and interact wherever and however they want. Without friction. Without fear.
While protecting digital identities is at the core of our technology, protecting individual identities is at the core of our culture. We champion every identity. One of our core values, Respect Individuality, reminds us to celebrate differences so you are empowered to bring your authentic self to work.
We're headquartered in Denver, Colorado and we have offices and employees around the globe. We serve the largest, most demanding enterprises worldwide, including more than half of the Fortune 100. At Ping Identity, we're changing the way people and businesses think about cybersecurity, digital experiences, and identity and access management.
Ping Identity is seeking an experienced Treasury Manager to lead our global treasury function. This high-impact role is responsible for ensuring optimal liquidity, managing financial risks, overseeing banking relationships, and developing our capital structure strategy to support the company's aggressive growth and financial stability.
The ideal candidate is a hands-on leader with deep technical expertise, strong analytical capabilities, and experience with treasury operations, including treasury management software.
Key Responsibilities
Liquidity and Cash Management
Oversee daily cash management activities for all domestic and international entities, ensuring adequate liquidity to meet all operational and strategic obligations.
Lead the short-term and long-term cash flow forecasting process, including variance analysis, scenario planning, and continuous model refinement.
Manage intercompany funding arrangements, optimizing working capital efficiency.
Develop an investment policy and manage surplus funds to maximize returns while ensuring capital preservation.
Strategy and Risk Management
Align treasury activities with overall business objectives and long-term financial strategies.
Identify, assess, and manage financial risks, including in depth and frequent analysis of foreign exchange (FX) and interest rate exposures.
Monitor key financial and liquidity ratios under financing facilities and be able to advise on the impact to covenant compliance.
Assess hedging strategies (e.g., FX forwards, interest rate swaps) to mitigate corporate financial exposures and execute as applicable.
Banking and Capital Structure
Responsible for all banking administration. Oversee the opening, maintenance, and closing of bank accounts, ensuring proper authorizations and signatory rights. Maintain an up-to-date bank account inventory and banking approval matrix.
Manage and strengthen key relationships with domestic and international banks and financial institutions.
Negotiate terms, fees, and services for banking facilities, credit lines, and other financial products.
Support the development and execution of the company's capital structure strategy, including analysis for, and leading the execution of any debt issuances, refinancings, and repayments.
Operations, Compliance, and Leadership
Collaborate with senior management, FP&A, Accounting, Tax, and Legal teams on day-to-day operations, strategic financial projects, M&A integrations, and funding decisions.
Foster a culture of high performance, accountability, and continuous improvement.
Develop, implement, and maintain robust Treasury policies, procedures, and internal controls to ensure compliance with SOX and other regulatory requirements.
Drive Treasury system initiatives (e.g., TMS implementation/optimization, bank system integration) to enhance automation, reporting, and controls.
Prepare and present regular, comprehensive treasury reports to senior leadership and as requested by the Board of Directors.
Qualifications
Required
Bachelor's degree in Finance, Accounting, Economics, or a related field.
5+ years of progressive relevant experience in corporate treasury or financial management, with at least 3 years in a managerial or senior role.
Demonstrated expertise in global cash management, liquidity planning, cash forecasting, and treasury management software.
Strong knowledge of capital markets, debt instruments, and bank relationship management.
Advanced proficiency in financial modeling and Excel.
Preferred
Master's Degree (MBA) or advanced certification such as Certified Treasury Professional (CTP) or CFA.
Experience with Treasury Management Systems such as Coupa and JPM Access.
Experience in a complex, multi-national corporate environment.
Skills and Competencies
Exceptional analytical and problem-solving skills.
Strong leadership and influencing skills, with the ability to clearly communicate complex financial and treasury related concepts to both technical and non-technical audiences.
Detail-oriented with a strong commitment to accuracy and compliance.
Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
Salary Range: $92,000 - $107,000
In accordance with Colorado's Equal Pay for Equal Work Act (SB 19-085) the approximate compensation range for this role in Colorado is listed above. Final compensation for this role will be determined by various factors, such as knowledge, skills, and abilities.
Life at Ping:
We believe in and facilitate a flexible, collaborative work environment. We're growing quickly, but remain true to the innovative, can-do startup values that got us here. Most importantly, we keep hiring talented, smart, fun, and genuinely nice people because that's who we want to succeed with every day.
Here are just a few of the things that make Ping special:
A company culture that empowers you to do your best work.
Employee Resource Groups that create a sense of belonging for everyone.
Regular company and team bonding events.
Competitive benefits and perks.
Global volunteering and community initiatives
Our Benefits:
Generous PTO & Holiday Schedule
Parental Leave
Progressive Healthcare Options
Retirement Programs
Opportunity for Education Reimbursement
Commuter Offset (Specific locations)
Ping is the collective sum of all our individual experiences, backgrounds and influences and we pride ourselves in growing and learning together. We are committed to building an inclusive and diverse environment where everyone's individuality is respected and everyone has an Identity. In recruiting for new colleagues, we welcome the unique contributions you can bring and encourage you to be your best self.
We are an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
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