Senior Finance Analyst jobs at Transamerica Corporation - 617 jobs
Senior VA & RILA Financial Reporting Lead
Transamerica Corporation 4.1
Senior finance analyst job at Transamerica Corporation
A leading financial services firm in Baltimore seeks a seasoned professional to lead the financial reporting for Variable Annuities and RILAs. The role includes overseeing the preparation of financial statements, managing a dedicated team, and ensuring compliance with IFRS and US GAAP standards. Candidates should have significant experience in financial reporting within life insurance, strong analytical and leadership skills, and advanced degrees in relevant fields. A competitive salary range of $187,000 to $248,000 is offered, alongside comprehensive benefits including a pension plan and 401k match.
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$187k-248k yearly 2d ago
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Strategic Underwriting Lead - Financial Institutions
Liberty Mutual Insurance 4.5
Chicago, IL jobs
A leading insurance company is seeking a senior underwriter to work independently on complex accounts in Chicago. This role involves managing a portfolio of brokers and developing profitable business. The ideal candidate should have over 7 years of underwriting experience and possess strong analytical and communication skills. The position offers a competitive salary, benefits, and a supportive work environment.
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A leading insurance firm is seeking an Executive Underwriter in Chicago focused on wholesale brokerage growth. The role involves underwriting new and renewal business, negotiating terms, and developing marketing strategies. The ideal candidate should possess a business degree and at least 7 years of underwriting experience, including strong analytical and interpersonal skills. The position is essential for driving new business and ensuring profitable renewals in the Financial Lines sector.
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$109k-127k yearly est. 3d ago
Director of Finance
Vouch, Inc. 4.4
San Francisco, CA jobs
Vouch is the insurance broker that powers ambition.
We're a tech‑enabled insurance advisory and brokerage purpose‑built for growing companies in technology, life sciences, and professional services. Our clients are ambitious leaders building complex businesses, and we help them manage risk with tailored advice, smart coverage, and responsive service.
Backed by over $200M from world‑class investors, Vouch combines deep industry expertise with AI‑powered tools to deliver a better insurance experience. Our digital workflows reduce friction, speed up decisions, and give our clients the confidence to move faster.
Why join Vouch?
Not only is this an exciting and growing team where you can drive a real impact on our operational scalability, but Vouch is also the preferred insurance provider to customers of Y Combinator, Brex, Carta, and WeWork. We're a quickly growing startup that believes in transparency and acknowledgment with our team members and cultivating a values‑driven company. Our values are “Be Client Obsessed”, “Own it together”, “Act with integrity and empathy”, “Stay Curious and Grow”, and “Empower People.”
Work Environment
Vouch has employees across the U.S., with offices in San Francisco, Chicago, and New York City. While this role has hybrid work flexibility, we require team members to be in the office at least three days per week (Tuesday, Wednesday and Thursday) to foster close collaboration and team building.
Why this role matters
As the Director of Finance, you will sit at the intersection of strategy and execution, serving as a critical business partner to the CFO and executive leadership. You will move beyond simple reporting to drive profitability, operational efficiency and financial oversight for the business.
In this "player‑coach" role, you will lead a direct report while rolling up your sleeves to own Vouch's financial architecture. You will own long‑range and annual planning, support board and investor relations, and build the data‑driven insights necessary to scale Vouch into the future.
What you'll do
Own the Financial Architecture: Own and enhance Vouch's 3‑statement and business unit financial models. Build scenarios for new initiatives, GTM strategies, and resource allocation to ensure plans support overall business objectives.
Strategic Planning & Forecasting: Lead the annual and semi‑annual planning processes, and monthly rolling forecasts. Partner with department heads to set targets and drive accountability.
Executive & Board Partnership: Act as a strategic advisor to executive leadership. Produce materials for the executive team, Board of Directors, and investors providing financial clarity to guide strategic decisions.
Drive Business Insights: Collaborate cross‑functionally with GTM, Product, and Data teams to refine driver‑based unit economics and analyze P&L impact. Lead profitability analyses to identify cost optimization and growth opportunities.
Systems & Scale: Drive enhancements to and adoption of financial planning and reporting software. Implement process improvements that drive operating leverage across the company.
Team Leadership: Manage, mentor, and develop a direct report, helping them grow their skills in business partnering and operational excellence.
About you
Experience: 8-10+ years of progressive experience in strategic finance, corporate FP&A, or investment banking, with a background in high‑growth tech or fintech environments.
Technical Mastery: Expert‑level 3‑statement modeling skills (P&L / balance sheet / cash flow) with the ability to build complex models from scratch.
Strategic Thinker: Experience partnering with executives to influence strategy, pricing, and resource allocation.
Leadership: Demonstrated experience managing or mentoring team members and leading cross‑functional processes.
Communication: Excellent oral and written communication skills, with the ability to distill complex data into clear narratives for the Board and investors.
Agility: Comfort working in a fast‑paced, high‑growth environment where you must manage ambiguity and pick up unstructured tasks to run them to completion.
Nice to have
MBA
Experience with insurance or fintech business models
Experience with data analytics/visualization tools
Experience operating financial planning software
Benefits
Competitive compensation and equity packages
Health, dental, and vision insurance
Wellness allowance
Company‑sponsored personal and professional development
Partnerships with Ethena and monthly Lunch & Learns
Wellbeing perks, including Peloton, Fetch, OneMedical, Headspace care+
Caregiver support with dependent care FSA and Care.com membership
Regular performance reviews with goal setting and promotion opportunities
Interview Process
30‑minute phone call with recruiting
30‑45 minute video interview with hiring manager
Case study/technical screen
Meeting the team: 30‑45 min 1:1 video discussion with 3-4 team members
Executive chat
Compensation
Our salary ranges are based on paying competitively for our size and industry. Compensation includes equity and a benefits package. Individual pay decisions are based on qualifications, experience, skill set, location, and business need. The pay range for this role is $200,000 - $240,000 USD per year (Hybrid - San Francisco, California, US).
Equal Opportunity Statement
Vouch believes in putting our people first, and building a diverse team is at the front of everything we do. We welcome people from different backgrounds, experiences, perspectives, and ranges of abilities. We are an equal‑opportunity employer and celebrate the diversity of our growing team. If you require reasonable accommodation to complete this application, interview, or complete any pre‑employment testing, please direct your inquiries to *******************.
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$200k-240k yearly 2d ago
Strategic Finance Director: Scale & Exec Partner
Vouch, Inc. 4.4
San Francisco, CA jobs
A technology-driven insurance brokerage is looking for a Director of Finance in San Francisco, California. You will lead financial strategy and oversight, collaborate with executives, and enhance financial models. The ideal candidate has 8-10 years of strategic finance experience and skills in financial modeling and communication. The compensation package is competitive, with a salary range of $200,000 - $240,000 annually, along with comprehensive benefits and equity options.
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$200k-240k yearly 2d ago
Mergers and Acquisitions Analyst
Insurance Inc. 3.9
Chicago, IL jobs
Mergers and Acquisitions Analyst page is loaded## Mergers and Acquisitions Analystlocations: Chicago, ILtime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR100898The Analyst, Mergers and Acquisitions (M&A) is an instrumental part of a dynamic team aimed at evaluating and acquiring independent small and mid-market insurance brokerages. The person in this position is a dedicated support resource for the M&A team, working closely with the Senior Director of M&A and the Director of M&A. The M&A Analyst will be involved in all aspects of the acquisition process, from the initial screening of a potential deal through the process of closing a transaction, as well as post-close actions, and will work with cross-functional teams throughout the organization, including Operations, Finance/Accounting, HR, Business Development, IT and Legal. The Analyst will support corporate initiatives such as preparing presentations and analysis for senior management and the board of directors, M&A pipeline management and preparing deal status reports.**A GLIMPSE INTO THE DAY*** Supports the M&A team and senior leadership team members across multiple projects by preparing financial and operational analyses for potential mergers and acquisitions.* Builds analytical models, performs financial analysis, and evaluates company and market information to value acquisition opportunities.* Assists in the day-to-day execution of transactions, including initial valuations, due diligence, senior management meetings and post-deal integration.* Assist in the management of Relation's pipeline of potential acquisition targets, including keeping pipeline system up-to-date and tracking the status of each deal.* Analyzes current and new markets to understand market structure / trends and recommends strategic acquisition opportunities.* Assists Operations, Finance/Accounting, HR, Business Development, IT and Legal teams to ensure seamless integration of acquired companies post-closing.* Fosters a success-oriented, accountable environment within the company.* Represents the company to clients and business partners.* Special projects and other duties as assigned.**WHAT SUCCESS LOOKS LIKE IN THIS ROLE*** 2+ years of experience in investment banking, consulting, transaction advisory services at a Big Four accounting firm or holds current M&A position at an insurance brokerage firm.* BA/BS in Finance, Accounting, Business or Economics.* Experience in the insurance / insurance distribution industry highly preferred.* Ability to travel up to 20% of the time.* Enthusiastic, self-motivated, self-starter and maintains a positive attitude.* Ability to coordinate complex projects, meet deadlines and manage multiple tasks simultaneously.* Advanced financial analysis and modeling skills.* Excellent interpersonal, presentation and public speaking skills, both practiced and impromptu.* Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word). Must be computer literate with the ability to learn new software applications M&A CRM software and other sourcing applications.* Demonstrated experience in team leadership and the ability to successfully accomplish company goals.* Ability to establish and maintain productive relationships internally and externally.* Aptitude in sound decision-making and problem-solving in pressure situations.* Willingness to adhere to all principles of confidentiality.* Competitive pay.* A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.* Career advancement and development opportunities.**Note:** The above is not all encompassing of the full position description.**Relation Insurance Inc.** provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, 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.The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance..$82,000.00 - $110,000.00Relation Insurance Services is a North American insurance brokerage that offers business insurance, Employee Benefits, Personal Insurance, Retirement Services, and Risk-management through our family of brands across the United States. More importantly, we're a team of experienced professionals who genuinely care. Whether it's for you, your family, or your business/organization, we want to be the relationship you trust for answers to your questions, solutions for your insurance needs, and peace of mind for your future.
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$68k-90k yearly est. 4d ago
Financial Analyst, Financial Planning & Analysis
Servicelink 4.7
Remote
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 Financial Planning & 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 Financial Planning 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 Financial Planning & 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 44d ago
Financial Planning & Analysis Manager (M3)
Country Financial 4.4
Bloomington, IL jobs
Experience more with a career at COUNTRY Financial! We're excited you're interested in a career at COUNTRY as we strive toward our vision - to enrich lives in the communities we serve. Our footprint spans coast to coast. But more important than where we operate, is the people who do the work. Apply today to help our organization grow and make a difference for our clients.
About the role
Manages forecasting and financial planning that provides financial support to business partners. Oversees analysis of internal and external factors to drive new business strategies, challenge assumptions, and generate actionable insights for the business to drive profitability and growth. Oversees the maintenance of accounting and financial records and reports, including management reports, forecasts, budgets and cost benefit analyses. Oversees the development and maintenance of financial models to aid management in decision making. Selects, develops, and evaluates personnel to ensure the efficient operation of the function.
How does this role make an impact?
* Reviews and approves recommendations for financial planning and budgets. • Builds and maintains cross-functional relationships with key business partners. • Influences decision-makers through effective verbal and written communication. Creates compelling presentations to drive better business decisions. • Manages forecasting processes including quarterly forecasts and scenario modeling. • Develops detailed financial models to evaluate strategic priorities and alternatives. • Improves the accuracy of and reduces the time required to complete forecast process through automation. • Manages the implementation and maintenance of disaster recovery plans and activities in assigned areas. Maintains current contact information for all employees in applicable areas and communicates with non-recovery employees during a disaster.
Do you have what we're looking for?
Typically requires 8+ years of relevant experience or a combination of related experience, education and training, including management experience.
#LI-Corp
#LI-Hybrid
Base Pay Range:
$114,000-$156,750
The base pay range represents the typical range of potential salary offers for candidates hired. Factors used to determine your actual salary include your specific skills, qualifications and experience.
Incentive Pay:
In addition to base salary, this position is eligible for a Short-Term Incentive plan.
Why work with us?
Our employees and representatives serve nearly one million households with our diverse range of personal and business insurance products as well as retirement and investment services. We build relationships and work together to create a stronger, more secure future for our clients and our communities. We're a big company, yet small enough you can make an impact and won't get lost in the shuffle. You'll have the opportunity to learn and grow throughout your career, either within this role or by exploring other areas of our business.
You'll be able to take advantage of our benefits package, which includes insurance benefits (medical, dental, vision, disability, and life), 401(k) with company match.
COUNTRY Financial is committed to providing equal opportunity in all areas of employment, and in providing employees with a work environment free of discrimination and harassment. Employment decisions are made without regard to race, color, religion, age, gender, sexual orientation, veteran status, national origin, disability, or any other status protected by applicable laws or regulations.
Come join our team at COUNTRY today!
The Talcott Investment Analytics Strat role is an investment analyst that specializes in data management, investment analytics, program management, digital product design, in addition to quantitative sciences, fostering collaboration between investment subject matter experts and technologists, to help make Talcott's Investment function best in class in the Insurance Asset Management business. The Strat team supports Credit and Structured Credit Analytics, Strategic Asset Allocation function, Asset Liability & Balance Sheet Management, Investment Compliance & Reporting, and Investment Data Architecture. As a Talcott Strat, you will be working in a small team where priorities often change, juggling both project work and business as usual delivery. While being a member of the Investments Team, you will be collaborating with the Technology team to bridge the gap between Investments and Technology.
Primary Responsibilities:
Business Solutions: Develop analytics and dashboards that are accurate, robust, and scalable in support of the investment management function: investment reporting, portfolio construction, asset-liability management, strategic asset allocation, hedging, portfolio and manager performance measurement, compliance.
End to end Data Architecture: Develop and support the investment data architecture, building and maintaining an end-to-end process that results in a trusted gold copy investment data platform.
Data & Analytics: Develop analytic methods and tools to transform and aggregate data to assess detailed risk exposures across assets, portfolios, entities, and managers, including look-through analysis for funds and other structured assets; and for uncovering correlated risks
Data Management: Identify and integrate vendor tools/data to support investment analytics and decision-making (e.g., Aladdin, Intex, TREPP)
Report Automation: Develop automation tools to support timely and accurate data and information flow from vendors and external partners, including error detection and correction.
Program Management: Collaborate with Investment teams in both Front Office and Operations, and other business units where applicable to develop specifications and deliver functionality.
Qualifications:
Outstanding background in investment data & analytics
5+ years. of development experience supporting investment/finance end-to-end system architecture.
Programming expertise in MS SQL. Proficient with MS Power BI (Python a plus)
Strong general and technical communication skills, with an ability to effectively articulate complex financial and mathematical concepts, and able to communicate with senior leaders/portfolio managers.
Creativity and strong problem-solving skills
Ability to work independently and in a highly collaborative team environment.
Understanding of capital markets and capital markets products
Understanding liability-driven investing (especially insurance liabilities) is a plus.
Awareness / understanding of various risk and risk capital frameworks.
$99k-155k yearly est. 60d+ ago
Analyst Internship Program - Finance & Operations Track (CFO Org)
Geico Insurance 4.1
New York, NY jobs
At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities. Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers' expectations while making a real impact for our company through our shared purpose.
When you join our company, we want you to feel valued, supported and proud to work here. That's why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers.
Do you love to solve problems? Do challenging analytical questions keep you up at night? Are you looking to learn more about a career with a focus on development, intellectual growth, with ample opportunity for upward mobility? We are looking for bright and driven rising college seniors to join our summer Analyst Internship Program (AIP) within the Chief Financial Officer (CFO) Organization. You will help drive our insurance business transformation as we redefine the experience for our customers. Find real opportunities to apply the skills that you are learning in college while preparing for prospective entry into the Analyst Development Program - Finance & Operations Rotational Track (CFO Org) upon graduation!
GEICO's AIP has three distinct tracks within the CFO Organization (Controllers, Finance & Operations, and Pricing).
In the Finance & Operations Track, you will:
* Gain exposure to multiple disciplines within the CFO Organization through analyst project work, including Companywide Financial Planning & Analysis, Business-specific Financial Planning & Analysis (incl. Marketing, Real Estate, Technology, People Group, Product, Legal, Auto, Specialty Lines), Compliance/Risk/Controls/Audit, Treasury, Financial Systems, Supplier Management Operations, Strategy & Financial Analysis, and/or Real Estate & Facilities Management Operations
During your paid 10-week summer internship, all interns will:
* Work on significant analyst projects, attend meetings, and give presentations to senior management
* Be introduced to the GEICO Finance and Operations groups, learning the systems we use and support, as well as data and integration points
* Develop your analytical, project management, and communication skills, while beginning to build your analyst business acumen
* Directly impact GEICO's financial and strategic performance, with opportunities to drive financial processing innovation and transformation
* Develop influencing skills as you partner with business stakeholders to analyze results and recommend future investment decisions
* Receive mentoring and coaching from members of GEICO's CFO Organization management
* Participate in dedicated professional development and social events, fostering a community within your internship cohort and the broader Finance organization and accelerating your career through exposure to senior leaders
* Interact with associates at all levels of our Finance organization - even our CFO!
Candidate Qualifications & Skills:
* Bachelor's degree in Finance, Business Analytics, Business Information Systems, or other relevant analytical or FinTech major, with expected graduation between December 2026 and May 2027
* Cumulative GPA of 3.0 or higher (please upload ALL transcripts as part of the application process)
* Demonstrated interest in the Finance field through relevant internship experience, engaging in relevant student or business organizations, pursuing relevant certifications or advanced coursework, or other form of engagement within the field
* Proficiency in Microsoft Excel, Word, PowerPoint, Power BI and/or similar tooling
* Technical aptitude and experience with or a desire to learn financial systems, such as Workday Financials
* Ability to work independently given general direction and to thrive in a team environment that is constantly changing
* Strong analytical, problem-solving, and decision-making skills
* Ability to handle multiple concurrent priorities, providing accurate and timely results
* Effective time management, attention to detail, communication, and organizational skills
* Must live within commutable distance from our New York City, Chicago, or Chevy Chase, MD office and work a hybrid schedule, including working at least three days per week from the office
Annual Salary
$24.93 - $41.21
The above annual salary range is a general guideline. Multiple factors are taken into consideration to arrive at the final hourly rate/ annual salary to be offered to the selected candidate. Factors include, but are not limited to, the scope and responsibilities of the role, the selected candidate's work experience, education and training, the work location as well as market and business considerations.
At this time, GEICO will not sponsor a new applicant for employment authorization for this position.
$24.9-41.2 hourly Auto-Apply 12d ago
Senior Investment Analyst
One Digital 3.2
Overland Park, KS jobs
When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.
Our Newest Opportunity:
Summary:
The Senior Investment Analyst is a key contributor to the creation, oversight, and maintenance of the centralized investment platform for wealth management advisors. This role is suited for professionals with 3-8 years of experience who excel in complex investment scenarios and operate with a high degree of independence. SeniorAnalysts lead advanced research, analytics, operational workflows, mentor junior staff, and drive process improvements across the team. Collaboration with senior leadership and cross-functional partnership is essential to deliver sophisticated investment solutions and maintain best-in-class standards. This role sits at the intersection of investment research, platform strategy, advisor support, and analytics, with exposure to both public and private markets.
Essential Duties and Responsibilities:
* Investment Platform Oversight: Responsible for assisting with the implementation and monitoring of investment strategies across the platform, ensuring alignment with model guidelines
* Advanced Research & Due Diligence: Proactively monitor and re-underwrite existing platform strategies and participate in performance reviews and due diligence for strategies including:
* ETF and SMA portfolios (equities and fixed income)
* Private credit, private equity, private real estate, hedge funds
* Structured products and options-based overlays
* M&A Support: Support the integration of acquired RIAs by migrating assets to a centralized investment platform and presenting solutions on a firm-wide and client-by-client basis
* Analytics and Reporting: Build and maintain dashboards and reports to evaluate strategy performance, risk exposures, and portfolio analytics using FactSet, Morningstar, Excel, and Python. Conduct performance attribution, benchmark comparisons, dispersion analysis, and peer analysis
* Trading and Implementation: Develop programmatic processes to drive scale across trading and operational workflows, maintain database quality and enhance depth and speed across strategy diligence. Collaborate cross-functionally with trading, operations, compliance, and technology teams
* Advisor and Field Support: Respond to complex information requests, provide expert product/portfolio insights, and support proposal development for high-value cases
* Performance Measurement: Manage the firm's GIPS certification and composite creation, creating detailed attribution reports to derive insights from portfolio performance and communicate to field
* Relationship Management: Manage relationships with third-party investment managers and support ongoing diligence efforts for both traditional and alternative investment offerings
Qualifications, Skills and Requirements:
* Exceptional communication skills (written and verbal)
* Strong attention to detail and project management abilities
* Advanced proficiency with investment software (M*Direct, FactSet, etc.)
* Deep understanding of multiple asset classes (equities, fixed income, real estate, alternatives)
* Proven ability to work independently and manage complex assignments
Education, Training and Experience:
* The candidate must have between 3-8 years of experience in Asset Management or Wealth Management
* Strong investment and markets background
* CFA designation or candidacy is highly desirable
* Knowledge of programmatic analysis tools a plus (Python, R, MATLAB)
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: **************************
OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, "protected characteristics"). A copy of the Federal EEO poster is linked here.
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francsico
City of Los Angeles
County of Los Angeles
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
Thank you for your interest in joining the OneDigital team!
$62k-96k yearly est. Auto-Apply 37d ago
Senior Analyst, Portfolio Strategy & Management - Liberty Mutual Investments
Liberty Mutual 4.5
New York, NY jobs
The Company Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate. Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises.
LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best.
Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future #LMI
The Position
We are currently seeking a candidate for a senioranalyst position on the Portfolio Strategy and Management ("PS&M") team within Global Alternative & Credit Markets Investments division. This individual will be exposed to the full private investment platform, including each of our asset class sleeves (currently inclusive of private equity, real estate, private credit and energy and infrastructure). The PS&M team partners across asset class sleeves to add value by leading overall portfolio strategy, portfolio construction and analysis as well as analytics-driven decision-making focused on capital creation for private investments. This role has been created to both develop and enhance actionable insights leveraging data, technological capabilities, and quantitative techniques to drive value throughout the private investment process.
Responsibilities:
* Play an active and continuous role in the development of a best-in-class private markets portfolio management platform, fully integrating key systems and empowering the development of insights that drive alpha.
* Deliver real-time analysis and actionable insights to guide portfolio and investment decisions by synthesizing private market datasets and tools with academic research and external market perspectives.
* Partner with Product, Data and Technology teams to develop solutions and ensure practices and techniques are fully documented and institutionalized where applicable.
* Leverage latest technology, programming, and data visualization tools to improve analytical processes, optimize workflows, and enhance decision-making capabilities, often developing prototypes and MVP tools.
* Manage multiple projects simultaneously, ensuring timely completion and high-quality deliverables while maintaining attention to detail and accuracy.
* Drive continuous improvement by proactively challenging existing processes, identifying inefficiencies, and implementing automation solutions.
* Foster effective and consistent communication across the organization to promote innovation, encourage critical thinking, and support the execution of the private investment's mandate.
Qualifications
* Strong proficiency in Python and SQL, with hands-on experience using core scientific computing libraries (pandas, NumPy, SciPy) for data transformation, analysis, and modeling.
* Experience working with financial and time-series data, including building, maintaining, and optimizing analytic workflows and data pipelines.
* In-depth experience in private market systems / data / tools / visualization / platforms (WSO, eFront, Aladdin a plus).
* Ability to work across teams to innovate collaboratively and to achieve desired results
* Excellent communication skills (written / verbal / presentation).
* Ability to manage multiple responsibilities and time-sensitive deliverables with a high degree of quality and accuracy.
About Us
Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.
At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve.
We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: ***********************
Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.
Fair Chance Notices
* California
* Los Angeles Incorporated
* Los Angeles Unincorporated
$99k-124k yearly est. Auto-Apply 5d ago
Senior Analyst, Portfolio Strategy & Management - Liberty Mutual Investments
Liberty Mutual 4.5
New York, NY jobs
The Company
Come build on our integrated platform with industry-leading talent, world-class partners, and freedom to innovate.
Liberty Mutual Investments (LMI) is the investment firm for Liberty Mutual Group (Liberty). With deep expertise in fixed income, equity, and alternative strategies, LMI invests more than $100B of long-term capital globally, and has a team of nearly 300 investment, finance, and operations professionals located in Boston, MA, and New York, NY. LMI has a clear purpose: drive economic growth, build enduring businesses side-by-side with our partners, and generate superior risk-adjusted returns that secure Liberty's promises.
LMI offers the best of both worlds - the look and feel of a boutique investment firm with the reputation and financial strength of a global leader. As the investment firm of a mutual with long-term capital, LMI has a single client mandate. This gives us the freedom to focus on what we do best.
Our portfolio spans a broad spectrum of public and private investments, and we are committed to expanding our capabilities and our toolkit in support of our mission. We invest across diverse asset classes, financial structures, and industries, including real estate, digital infrastructure, healthcare, renewable energy, and technology-with the aim of creating value and powering innovation. We pride ourselves on our extensive network of mutually beneficial partnerships, and we use our substantial influence, capital, and energy to drive towards a better future #LMI
The Position
We are currently seeking a candidate for a senioranalyst position on the Portfolio Strategy and Management (“PS&M”) team within Global Alternative & Credit Markets Investments division. This individual will be exposed to the full private investment platform, including each of our asset class sleeves (currently inclusive of private equity, real estate, private credit and energy and infrastructure). The PS&M team partners across asset class sleeves to add value by leading overall portfolio strategy, portfolio construction and analysis as well as analytics-driven decision-making focused on capital creation for private investments. This role has been created to both develop and enhance actionable insights leveraging data, technological capabilities, and quantitative techniques to drive value throughout the private investment process.
Responsibilities:
Play an active and continuous role in the development of a best-in-class private markets portfolio management platform, fully integrating key systems and empowering the development of insights that drive alpha.
Deliver real-time analysis and actionable insights to guide portfolio and investment decisions by synthesizing private market datasets and tools with academic research and external market perspectives.
Partner with Product, Data and Technology teams to develop solutions and ensure practices and techniques are fully documented and institutionalized where applicable.
Leverage latest technology, programming, and data visualization tools to improve analytical processes, optimize workflows, and enhance decision-making capabilities, often developing prototypes and MVP tools.
Manage multiple projects simultaneously, ensuring timely completion and high-quality deliverables while maintaining attention to detail and accuracy.
Drive continuous improvement by proactively challenging existing processes, identifying inefficiencies, and implementing automation solutions.
Foster effective and consistent communication across the organization to promote innovation, encourage critical thinking, and support the execution of the private investment's mandate.
Qualifications
Strong proficiency in Python and SQL, with hands-on experience using core scientific computing libraries (pandas, NumPy, SciPy) for data transformation, analysis, and modeling.
Experience working with financial and time-series data, including building, maintaining, and optimizing analytic workflows and data pipelines.
In-depth experience in private market systems / data / tools / visualization / platforms (WSO, eFront, Aladdin a plus).
Ability to work across teams to innovate collaboratively and to achieve desired results
Excellent communication skills (written / verbal / presentation).
Ability to manage multiple responsibilities and time-sensitive deliverables with a high degree of quality and accuracy.
About Us
Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role.
At Liberty Mutual, our goal is to create a workplace where everyone feels valued, supported, and can thrive. We build an environment that welcomes a wide range of perspectives and experiences, with inclusion embedded in every aspect of our culture and reflected in everyday interactions. This comes to life through comprehensive benefits, workplace flexibility, professional development opportunities, and a host of opportunities provided through our Employee Resource Groups. Each employee plays a role in creating our inclusive culture, which supports every individual to do their best work. Together, we cultivate a community where everyone can make a meaningful impact for our business, our customers, and the communities we serve.
We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: ***********************
Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.
Fair Chance Notices
California
Los Angeles Incorporated
Los Angeles Unincorporated
We can recommend jobs specifically for you! Click here to get started.
$99k-124k yearly est. Auto-Apply 9d ago
Analyst Internship Program - Finance & Operations Track (CFO Org)
Geico Insurance 4.1
Chicago, IL jobs
At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities. Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers' expectations while making a real impact for our company through our shared purpose.
When you join our company, we want you to feel valued, supported and proud to work here. That's why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers.
Do you love to solve problems? Do challenging analytical questions keep you up at night? Are you looking to learn more about a career with a focus on development, intellectual growth, with ample opportunity for upward mobility? We are looking for bright and driven rising college seniors to join our summer Analyst Internship Program (AIP) within the Chief Financial Officer (CFO) Organization. You will help drive our insurance business transformation as we redefine the experience for our customers. Find real opportunities to apply the skills that you are learning in college while preparing for prospective entry into the Analyst Development Program - Finance & Operations Rotational Track (CFO Org) upon graduation!
GEICO's AIP has three distinct tracks within the CFO Organization (Controllers, Finance & Operations, and Pricing).
In the Finance & Operations Track, you will:
* Gain exposure to multiple disciplines within the CFO Organization through analyst project work, including Companywide Financial Planning & Analysis, Business-specific Financial Planning & Analysis (incl. Marketing, Real Estate, Technology, People Group, Product, Legal, Auto, Specialty Lines), Compliance/Risk/Controls/Audit, Treasury, Financial Systems, Supplier Management Operations, Strategy & Financial Analysis, and/or Real Estate & Facilities Management Operations
During your paid 10-week summer internship, all interns will:
* Work on significant analyst projects, attend meetings, and give presentations to senior management
* Be introduced to the GEICO Finance and Operations groups, learning the systems we use and support, as well as data and integration points
* Develop your analytical, project management, and communication skills, while beginning to build your analyst business acumen
* Directly impact GEICO's financial and strategic performance, with opportunities to drive financial processing innovation and transformation
* Develop influencing skills as you partner with business stakeholders to analyze results and recommend future investment decisions
* Receive mentoring and coaching from members of GEICO's CFO Organization management
* Participate in dedicated professional development and social events, fostering a community within your internship cohort and the broader Finance organization and accelerating your career through exposure to senior leaders
* Interact with associates at all levels of our Finance organization - even our CFO!
Candidate Qualifications & Skills:
* Bachelor's degree in Finance, Business Analytics, Business Information Systems, or other relevant analytical or FinTech major, with expected graduation between December 2026 and May 2027
* Cumulative GPA of 3.0 or higher (please upload ALL transcripts as part of the application process)
* Demonstrated interest in the Finance field through relevant internship experience, engaging in relevant student or business organizations, pursuing relevant certifications or advanced coursework, or other form of engagement within the field
* Proficiency in Microsoft Excel, Word, PowerPoint, Power BI and/or similar tooling
* Technical aptitude and experience with or a desire to learn financial systems, such as Workday Financials
* Ability to work independently given general direction and to thrive in a team environment that is constantly changing
* Strong analytical, problem-solving, and decision-making skills
* Ability to handle multiple concurrent priorities, providing accurate and timely results
* Effective time management, attention to detail, communication, and organizational skills
* Must live within commutable distance from our New York City, Chicago, or Chevy Chase, MD office and work a hybrid schedule, including working at least three days per week from the office
Annual Salary
$24.93 - $41.21
The above annual salary range is a general guideline. Multiple factors are taken into consideration to arrive at the final hourly rate/ annual salary to be offered to the selected candidate. Factors include, but are not limited to, the scope and responsibilities of the role, the selected candidate's work experience, education and training, the work location as well as market and business considerations.
At this time, GEICO will not sponsor a new applicant for employment authorization for this position.
$24.9-41.2 hourly Auto-Apply 12d ago
Sr. Investment Operations Analyst II
Pacific Life 4.5
Newport Beach, CA jobs
Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we have the power to deliver when we work together. We collaborate and innovate - pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it's the right thing to do. Pacific Life is more than a job, it's a career with purpose. It's a career where you have the support, balance, and resources to make a positive impact on the future - including your own.
Pacific Life is investing in bright, agile and diverse talent to contribute to our mission of innovating our business and creating superior customer experience. We're actively seeking a talented Senior Investment Operations Analyst II to join our Global Institutional Investment Group (GIIG) in Newport Beach, CA. This role is on-site. You'll work at our state-of-the-art Newport Beach headquarters.
As a Senior Investment Operations Analyst, you'll play a key role in Pacific Life's growth and long-term success by providing operational support for GIIG's middle-office team. You will fill a new role that sits in a team of six people in the Institutional division. Your colleagues will include Investment Operations Analysts and fellow investment professionals.
How you'll help move us forward:
Day-to-day operational support for our Global Institutional Investment Group products:
Spread Lending, Stable Value, and Institutional Fixed Annuity
. This middle-office role is a crucial link between the front-office functions (ie sales / underwriting) and back-office functions by engaging in the complete product lifecycle, from trade execution to reporting.
Collaborate with colleagues, custodian banks, external parties, internal departments (Accounting, Audit, Treasury, Finance, Actuaries, Compliance, Law and Enterprise Risk Management) and other areas where necessary to ensure GIIG transactions, deliverables, and reporting are timely and accurately completed
Advance knowledge and thorough understanding of all common fixed income investments including trade execution and associated processes. Leverage your industry expertise to optimize process efficiency
Work with leaders, colleagues or independently to meet strict deadlines and effectively manage multiple priorities with minimal supervision
Ability to analyze problems and find solutions using data. Statistical analysis, data modeling, and data cleaning
Produce analysis and dashboard reporting, management reports / presentations, and adhoc reporting
The experience you bring:
7+ years of experience working in investment operations/middle office role in asset management or investment banking
College degree in finance, accounting, or similar discipline, is preferred
Thorough understanding of fixed-income investments, including trading workflows and systems involved
Must be able to demonstrate proficiency in performing all responsibilities by following documented processes and procedures, while exhibiting attention to detail and accuracy
Advanced research and resolution skills, including familiarity with legal documents
Basic knowledge of Generally Accepted Accounting Principles (GAAP) and Statutory (STAT) relating to securities investments
What makes you stand out:
CFA/MBA beneficial, but not required
Advance technical data skills:
SQL, Python, Power BI and Excel
Knowledge of handling and interpreting datasets
Comprehensive knowledge of MS Office Suite
Experience executing small scale initiatives and participating as a subject matter expert in larger scale initiatives
Working knowledge of the following systems: Bloomberg, FactSet, Salesforce
You can be who you are.
We are committed to a culture of diversity and inclusion that embraces the authenticity of all employees, partners and communities. We support all employees to thrive and achieve their fullest potential. What's life like at Pacific Life? Visit Instagram.com/lifeatpacificlife
#LI-TM1
Base Pay Range:
The base pay range noted represents the company's good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience, qualifications and geographic location. Also, most employees are eligible for additional incentive pay.
$121,770.00 - $148,830.00
Your Benefits Start Day 1
Your wellbeing is important to Pacific Life, and we're committed to providing you with flexible benefits that you can tailor to meet your needs. Whether you are focusing on your physical, financial, emotional, or social wellbeing, we've got you covered.
Prioritization of your health and well-being including Medical, Dental, Vision, and Wellbeing Reimbursement Account that can be used on yourself or your eligible dependents
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation
EEO Statement:
Pacific Life Insurance Company is an Equal Opportunity /Affirmative Action Employer, M/F/D/V. If you are a qualified individual with a disability or a disabled veteran, you have the right to request an accommodation if you are unable or limited in your ability to use or access our career center as a result of your disability. To request an accommodation, contact a Human Resources Representative at Pacific Life Insurance Company.
$121.8k-148.8k yearly Auto-Apply 60d+ ago
Financial Analyst, Financial Planning & Analysis
Servicelink 4.7
Moon, PA jobs
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 Financial Planning & 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 Financial Planning 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 Financial Planning & 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.)
$64k-91k yearly est. Auto-Apply 44d ago
Financial Analyst, Financial Planning & Analysis
Servicelink, a Black Knight Company 4.7
Moon, PA jobs
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 Financial Planning & 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 Financial Planning 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 Financial Planning & 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.)
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.
$64k-91k yearly est. Auto-Apply 44d ago
Financial Analyst, Financial Planning & Analysis
Servicelink 4.7
Moon, PA jobs
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 Financial Planning & 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 Financial Planning 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 Financial Planning & 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.)
We can recommend jobs specifically for you! Click here to get started.
$64k-91k yearly est. Auto-Apply 44d ago
Analyst Internship Program - Finance & Operations Track (CFO Org)
Geico 4.1
Chevy Chase, MD jobs
At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.
Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed our customers' expectations while making a real impact for our company through our shared purpose.
When you join our company, we want you to feel valued, supported and proud to work here. That's why we offer The GEICO Pledge: Great Company, Great Culture, Great Rewards and Great Careers.
Do you love to solve problems? Do challenging analytical questions keep you up at night? Are you looking to learn more about a career with a focus on development, intellectual growth, with ample opportunity for upward mobility? We are looking for bright and driven rising college seniors to join our summer Analyst Internship Program (AIP) within the Chief Financial Officer (CFO) Organization. You will help drive our insurance business transformation as we redefine the experience for our customers. Find real opportunities to apply the skills that you are learning in college while preparing for prospective entry into the Analyst Development Program - Finance & Operations Rotational Track (CFO Org) upon graduation!
GEICO's AIP has three distinct tracks within the CFO Organization (Controllers, Finance & Operations, and Pricing).
In the Finance & Operations Track, you will:
· Gain exposure to multiple disciplines within the CFO Organization through analyst project work, including Companywide Financial Planning & Analysis, Business-specific Financial Planning & Analysis (incl. Marketing, Real Estate, Technology, People Group, Product, Legal, Auto, Specialty Lines), Compliance/Risk/Controls/Audit, Treasury, Financial Systems, Supplier Management Operations, Strategy & Financial Analysis, and/or Real Estate & Facilities Management Operations
During your paid 10-week summer internship, all interns will:
· Work on significant analyst projects, attend meetings, and give presentations to senior management
· Be introduced to the GEICO Finance and Operations groups, learning the systems we use and support, as well as data and integration points
· Develop your analytical, project management, and communication skills, while beginning to build your analyst business acumen
· Directly impact GEICO's financial and strategic performance, with opportunities to drive financial processing innovation and transformation
· Develop influencing skills as you partner with business stakeholders to analyze results and recommend future investment decisions
· Receive mentoring and coaching from members of GEICO's CFO Organization management
· Participate in dedicated professional development and social events, fostering a community within your internship cohort and the broader Finance organization and accelerating your career through exposure to senior leaders
· Interact with associates at all levels of our Finance organization - even our CFO!
Candidate Qualifications & Skills:
· Bachelor's degree in Finance, Business Analytics, Business Information Systems, or other relevant analytical or FinTech major, with expected graduation between December 2026 and May 2027
· Cumulative GPA of 3.0 or higher (please upload ALL transcripts as part of the application process)
· Demonstrated interest in the Finance field through relevant internship experience, engaging in relevant student or business organizations, pursuing relevant certifications or advanced coursework, or other form of engagement within the field
· Proficiency in Microsoft Excel, Word, PowerPoint, Power BI and/or similar tooling
· Technical aptitude and experience with or a desire to learn financial systems, such as Workday Financials
· Ability to work independently given general direction and to thrive in a team environment that is constantly changing
· Strong analytical, problem-solving, and decision-making skills
· Ability to handle multiple concurrent priorities, providing accurate and timely results
· Effective time management, attention to detail, communication, and organizational skills
· Must live within commutable distance from our New York City, Chicago, or Chevy Chase, MD office and work a hybrid schedule, including working at least three days per week from the office
Annual Salary
$24.93 - $41.21
The above annual salary range is a general guideline. Multiple factors are taken into consideration to arrive at the final hourly rate/ annual salary to be offered to the selected candidate. Factors include, but are not limited to, the scope and responsibilities of the role, the selected candidate's work experience, education and training, the work location as well as market and business considerations.
At this time, GEICO will not sponsor a new applicant for employment authorization for this position.
$24.9-41.2 hourly Auto-Apply 19d ago
Entry Level Financial Analyst
Precise-Int 4.4
New York, NY jobs
Job Description
Precise - We are an international Financial Management Service provider for Architectural, Engineering, and Legal firms, in search of Entry Level FinancialAnalysts for our rapidly growing New York office. We are seeking an individual who is a self-starter and can work independently. The analyst will be responsible for providing financial analysis regarding all facets of the business for client.
Our ideal candidate is someone who loves numbers, is highly motivated, and works well both independently and in a team. They should be comfortable interfacing with the executive management team and with presenting complex financial information in a clear fashion. This is an Entry-Level position But candidates with 1-2 years of experience will be considered.
Benefits: Health, Dental, Vision, 401(k)
We are an affirmative action/equal opportunity employer.
Compensation:
$55,000 - $60,000
Responsibilities:
Mapping and analyzing quantitative data
Preparing management reports
Managing cash flow and daily financial issues
Monitoring performance and profitability
Additional duties are required
Qualifications:
Bachelor's Degree in Economics, Finance, Mathematics, or Business Administration
Excellent written and verbal communication skills
Strong computer skills that include MS, Excel, Word, and Outlook
Willing to learn and develop strong analytical skills, budget, and project management
Handle heavy responsibilities - overseeing the implementation of projects that require comprehensive scheduling & coordination
Detail-oriented and high organization skills - the ability to develop, collect, formulate, and maintain databases, spreadsheets, estimates, project schedules, and reports
Exceptional work ethic
High self-learning capabilities and fast-learner
Complete honesty combined with a strong team player skill set
Open-mindedness to learn, be coached, and grow within a growing company
Positive can-do attitude and self-motivated
Must be able to start within 2-3 weeks of offer
Must be authorized to work in the U.S. without sponsorship
About Company
Precise - Int is the leading financial management service provider for architectural, engineering, and law firms. We are a high-value resource that takes responsibility of companies' finances in order to optimize operations, increase performance, and enhance decision-making.
With deep knowledge of architectural and engineering firms industry and law firms, we provide C-level advice within the scope of all of our service offerings. Precise - Int is a partner for life as evidenced by 98% customer loyalty and a range of in-sourcing, outsourcing, and consulting options available to suit companies of every size and shape.
Our uncompromising commitment to clients enables them to make more money and manage their business better.