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Senior Finance Analyst jobs at University of Pittsburgh - 316 jobs

  • Financial Analyst, Senior

    University of Pittsburgh Medical Center 4.6company rating

    Senior finance analyst job at University of Pittsburgh

    UPMC Corporate Payor Contracts is hiring a Financial Analyst, Senior to join our team! We are seeking an individual with healthcare knowledge and strong data analytic skills in the population health space. The ideal candidate will perform data analysis of value-based healthcare programs and be responsible for tracking potential reimbursement, collating and sharing that information across UPMC and the clinically integrated network. This individual will be responsible for creating dashboards and budgets that display revenue opportunity and monitor program(s) performance. This individual will disseminate information for population health-based opportunities derived from data driven insights. Strong Excel skills required. This role will be a hyrbid model with work from home as well as being on site in Harrisburg. The position will work Monday through Friday during daylight hours. Look no further and apply today! Responsibilities * Interpret value based programs and transactions for users who must make economic or business decisions. * Review costs and perform cost benefit analysis related to projects and/or programs. * Analyze financial data and extract payor data and define relevant information; interpret data for the purpose of determining past financial performance and/or to project a financial probability. * Perform moderately complex statistical, cost, and financial analysis of data reported in the various financial systems. * Develop quality, utilization, and financial reports for forecasting, trending, and results analysis. * Record, classify, and summarize financial transactions and events in accordance with generally accepted accounting principles. * Collect and study data to determine costs of business activities. Recommend budget adjustments, and other cost improvement measures Qualifications: * Bachelor's degree in finance or related business field required. * Minimum of one year of related work experience required. * OR High School Diploma/GED and three years of related work experience. * Microsoft Office spreadsheet application required, and PeopleSoft General Ledger proficiency preferred. * Power BI experience preferred. * Population health and payer relations experience preferred. * Epic, electronic health record experience preferred. Licensure, Certifications, and Clearances: * Act 33 with renewal * Act 34 with renewal * Act 73 FBI Clearance with renewal UPMC is an Equal Opportunity Employer/Disability/Veteran * Act 34 UPMC is an Equal Opportunity Employer/Disability/Veteran
    $56k-71k yearly est. 14d ago
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  • Global Markets Munis Summer Analyst - NYC (Mentorship)

    Mercy College 4.2company rating

    Dobbs Ferry, NY jobs

    A leading global financial institution is seeking candidates for their 2027 Global Markets Summer Analyst Program focused on municipal finance. The program offers immersive training with experienced professionals in a fast-paced environment. Analysts will provide analytical support, prepare proposals, and gain exposure to municipal securities. Ideal candidates are pursuing a 4-year degree and have strong analytical, communication, and interpersonal skills. The position is located in New York City with competitive pay. #J-18808-Ljbffr
    $65k-79k yearly est. 1d ago
  • Senior Accountant

    AEG 4.6company rating

    New York, NY jobs

    In order to be considered for this role, after clicking "Apply Now" above and being redirected, you must fully complete the application process on the follow-up screen. Brooklyn Sports & Entertainment (BSE) creates bold, authentic, and unforgettable experiences that redefine sports, entertainment, and hospitality, The Brooklyn Way. As the parent company of marquee properties including the Brooklyn Nets, NY Liberty and Barclays Center, BSE operates at the intersection of live entertainment, premium hospitality, and community engagement. As it expands its existing portfolio, BSE now includes a media portfolio including Type.Set.Brooklyn and BK Mag, as well as Brooklyn Wine Club, and a hospitality business developing several location-based entertainment properties. Whether on the court, on stage, or in the workplace, BSE is driven by a pursuit of excellence-constantly evolving, innovating, and pushing boundaries to elevate its business and expand its fan base. The company is deeply committed to fostering a culture of belonging and inclusion, both internally and across its communities, ensuring that every interaction reflects its values of growth mindset, integrity, accountability and care. We are guided by our core values: Integrity: Be intellectually honest at all times. Demonstrate the highest professional and ethical standards. Care: Care for everything and everyone around us. Practice empathy, respect, and inclusion to promote an environment of excellence and success. Growth Mindset: Develop ourselves and those around us. Experiment, learn, and improve from everything we do. Accountability: Deliver on our word, take responsibility for our actions, and work in the interest of our team. SUMMARY The Senior Accountant is responsible for managing and booking various journal entries related to month-end close for the Brooklyn Nets and Long Island Nets, as well as performing other general accounting duties as assigned. This position reports to the Senior Manager of Accounting. WHAT YOU WILL DO Review and approve vendor bills and ensure that coding is accurate for general ledger reporting. Perform bank reconciliations and other balance sheet reconciliations. Ensure a timely and accurate month-end and year-end close. Provide information for fiscal year audit and any interim audits as required. Prepare schedules for NBA reporting related to Basketball Related Income (for purposes of salary cap) and Combined Financial Statements (for purposes of revenue share). Participate in audit of these reports performed by the NBA and the NBPA. Support CFO and Senior Vice President of Finance with special projects as needed. Maintain a thorough understanding of the financial reporting and general ledger structure. Analyze and record all monthly activity related to assigned accounts; prepare other journal entries as needed. Participate in monthly results meetings with Finance leaders and assigned department heads. WHAT YOU WILL BRING Bachelor's Degree in Accounting required; active CPA preferred. Minimum of 3+ years of experience working in Finance or Accounting department. Public Accounting experience preferred. Prior experience in managing or training junior staff members preferred. Background in sports and/or entertainment preferred. Proficiency in Microsoft Excel, Microsoft Word, PowerPoint; highly skilled in dealing with financial and numerical data. Prior experience with NetSuite Financial System a plus. WHO YOU ARE Able to understand and explain accounting principles, as well as understand financial statements and be able to explain financial statements to non-Finance colleagues. Keen attention to detail, strong conflict resolution, problem solving and decision-making skills. Flexible and reliable standout colleague, always acting in the best interest of their department and the company as a whole. Ability to create and maintain productive, positive relationships through strong communication and interpersonal skills. Demonstrates a strong ability to manage one's own time and prioritize tasks when given clearly defined goals and objectives. WORK ENVIRONMENT Works primarily in an office environment. May be expected to contribute additional hours to complete timely responsibilities, such as year-end close. Infrequent Traveler (SALARY RANGE $66,500 - $90,000 base salary We are an Equal Employment Opportunity ("EEO") Employer. It has been and will continue to be a fundamental policy of the Company not to discriminate on the basis of race, color, creed, religion/creed, gender, gender identity, transgender status, pregnancy and lactation accommodations, marital status, partnership status, domestic violence victim status, sexual orientation, age, national origin, alienage, immigration, or citizenship status, veteran or military status, disability, genetic information, height and weight, arrest or conviction record, caregiver status, credit history, unemployment status, sexual and reproductive health decisions, salary history, status as a victim of domestic violence, stalking, and sex offenses, or any other characteristic prohibited by federal, state or local laws. #LI-DNP
    $66.5k-90k yearly 7d ago
  • Senior Financial Analyst (Remote)

    Antelope 3.5company rating

    Illinois jobs

    Antelope is an omnichannel pet consumer platform that was founded in August 2021 with the mission to elevate the lives of pets by delivering the highest quality products across all pet products and services via a buy-and-build strategy. “Ante” means to increase the stakes or consideration of, and “lope” means to leap with bounding steps together. Antelope is elevating the standards of pet care by buying, building, and growing high-quality, natural pet brands. The company is backed by Alpine Investors and have made five acquisitions so far (Bocce's Bakery, Diggin' Your Dog / Super Snouts, Doggo, My Perfect Pet and Ark Naturals), and they're just getting started! Antelope has plans to acquire additional all-natural, high-quality brands to become the one-stop shop for pet parents. OVERVIEW: Antelope is seeking a highly analytical and driven Senior Financial Analyst to support forecasting, reporting, and financial insights across our growing multi-brand CPG portfolio. This role is ideal for someone early in their career who brings 2-4 years of CPG finance experience, advanced Excel expertise, and a passion for building strong financial tools and models. You'll play a key role in supporting our Director of FP&A, supporting critical pieces of forecasting, dashboarding, and performance analysis while partnering closely with Sales, Marketing, Supply Chain, and Leadership in a fast-paced, high-growth environment. RESPONSIBILITIES: Financial Planning & Forecasting Support monthly, quarterly, and annual revenue and expense forecasting across brands, customers, and channels Maintain and enhance financial models including volume, pricing, GTN, trade spend, and promotional assumptions Conduct variance analysis vs. forecast, budget, and prior year; clearly identify drivers, risks, and opportunities Assist in annual planning, long-range modeling, and scenario analysis Reporting & Data Insights Prepare recurring financial reports, dashboards, and KPI summaries in Excel or Tableau Consolidate and validate data from ERP/BI systems to ensure accuracy and consistency Monitor business performance and synthesize trends into clear, actionable insights Produce clean, executive-ready presentations in PowerPoint for leadership Provide ad hoc analysis to support decision-making across the organization CPG Profitability & Commercial Analysis Analyze SKU, customer, and channel-level profitability and margin drivers Support pricing decisions, promotional analysis, retailer programs, and mix impact Evaluate trade spend effectiveness and assist with GTN modeling Partner with Sales and Marketing to understand category dynamics, business performance, and commercial levers Cross-Functional Partnership Collaborate with Sales, Marketing, Operations, Supply Chain, and Accounting to gather inputs and validate assumptions Support new product launches, channel initiatives, and marketing programs with financial insights Translate complex data into simple narratives for both finance and non-finance partners Communicate findings and recommendations clearly and effectively across teams Process & System Improvement Automate recurring reports and streamline manual workflows Enhance forecasting tools, dashboards, templates, and models for scalability and accuracy Support ERP/BI utilization (NetSuite, Tableau, etc.) and ongoing system improvements Identify and implement process improvements that enhance efficiency and data quality QUALIFICATIONS: 2-4+ years of experience in FP&A, preferably in the consumer products industry Strong financial modeling and forecasting skills. Excel expert (advanced formulas, pivots, modeling, scenario analysis) Strong PowerPoint skills with ability to create clean, executive-ready presentations Solid understanding of revenue drivers, pricing, trade spend, and margin dynamics within CPG Strong analytical and problem-solving skills with high attention to detail Ability to work in a fast-paced environment and manage competing priorities Clear communicator who can translate data into actionable insights Proficiency in financial software and tools (e.g., Excel, ERP systems, BI tools like Tableau). Superior communication and presentation skills, with the ability to translate complex financial data into actionable insights. Ability to work in a fast-paced, dynamic environment with competing priorities. Strong business acumen with a deep understanding of the consumer products market Nice to Haves: Experience with NetSuite, Tableau, or CPG-specific pricing and trade spend modeling. Must love dogs or cats (& treats!) Applicants must be legally authorized to work in the United States. WHAT WE OFFER: Connected remote-first culture with a highly engaged distributed workforce Flexible PTO Competitive compensation Medical, dental, and vision insurance 401K employer match Professional Development & Learning Programs Home Office Stipend Parental leave including “pawternity” Discounted Antelope products Discounted pet insurance
    $61k-73k yearly est. 60d+ ago
  • Senior Financial Analyst

    Clark Davis Associates 4.4company rating

    Tarrytown, NY jobs

    Senior Financial Analyst/Associate Mgr in R&D Finance serves as a key partner in supporting the R&D organization in financial and business planning, analysis and reporting. The individual will closely interact with the R&D departments heads and their teams and work routinely with other Finance and Project Management colleagues to ensure quality and timely deliverables. This position will primarily be responsible for management of headcount, FTEs, operating expense and capital equipment budgets for the groups. In addition, the Senior Analyst will be responsible for a variety of ad hoc analyses that are required to improve the financial and business management of overall R&D. At times, this position will be asked to support the Director, Alliance Finance on initiatives that impact all of R&D, drug development programs or strategic collaborations. Qualifications Bachelor's Degree in Finance/Business or MBA is required * 3-5 years of experience in Business/Finance Required Skills: * Extensive experience with MS Excel including expertise with advanced functions and pivot tables * Proficiency with MS Word * Experience with ERP financial applications (Oracle or Hyperion is a plus) Additional Information $70K to $90K plus bonus Please email [email protected]
    $79k-109k yearly est. 1d ago
  • Senior Financial Analyst

    Clark Davis Associates 4.4company rating

    Tarrytown, NY jobs

    Senior Financial Analyst/Associate Mgr in R&D Finance serves as a key partner in supporting the R&D organization in financial and business planning, analysis and reporting. The individual will closely interact with the R&D departments heads and their teams and work routinely with other Finance and Project Management colleagues to ensure quality and timely deliverables. This position will primarily be responsible for management of headcount, FTEs, operating expense and capital equipment budgets for the groups. In addition, the Senior Analyst will be responsible for a variety of ad hoc analyses that are required to improve the financial and business management of overall R&D. At times, this position will be asked to support the Director, Alliance Finance on initiatives that impact all of R&D, drug development programs or strategic collaborations. Qualifications Bachelor's Degree in Finance/Business or MBA is required * 3-5 years of experience in Business/Finance Required Skills: * Extensive experience with MS Excel including expertise with advanced functions and pivot tables * Proficiency with MS Word * Experience with ERP financial applications (Oracle or Hyperion is a plus) Additional Information $70K to $90K plus bonus Please email [email protected]
    $79k-109k yearly est. 60d+ ago
  • Senior Financial Analyst

    Clark Davis Associates 4.4company rating

    New York, NY jobs

    • Perform all financial functions for the CRK MAE/Collateral Expense area: • Complete all close, estimate and budgetary processes for the income statement and balance sheet • Complete monthly, quarterly and year-end reporting • Assist CK Advertising Finance Manager on various ad-hoc requests (special projects, presentations, GAAP research, etc.) • Timely and accurate review of actual results to ensure completion, accuracy, proper classification and compliance with US GAAP • Reconcile, analyze and manage P&L and balance sheet accounts • Identify and communicate variances to estimate/budget • Assist in analyzing legal contracts and obligations • Monitor and analyze expenses, perform formal reconciliations and investigate/resolve variances in a timely manner • Review invoices and T&E expense reports to ensure they comply with company policy and are in line with the budget, reporting material variances • Understand estimate assumptions and review for reasonableness and timing, challenging where appropriate • Identify, communicate and track full year risks and opportunities • Track movement between various accounts and advertising jobs to ensure the department as a whole closes the year on budget • Assist with the preparation of companies Advertising bi-annual Budget process • Attend budget meetings and work with operational partners to complete budgets and Two Year Plans • Challenge assumptions to ensure sound logic and completion, including amounts and timelines • Preparation of budget packages, templates and variance explanations • Consolidation of budgets • Preparation of top-level schedules and presentations • Key liaison with companies Advertising departments related to all financial matters: • Prepare monthly financials for domestic departments and attend monthly review meetings with department managers • Work with operational partners to understand their businesses, related processes and identify accounting and finance related questions/issues • Provide financial and accounting guidance and support to operational partners as needed • Work with the CK Advertising Manager and Controller in resolving day-to-day accounting issues Qualifications • 4 - 6 years of experience, preferably in corporate finance environment. • Bachelor's Degree in Accounting or Finance • Experience with EssBase and SAP • Experience with BrandOcean/DDS Accpak (MediaOcean) is a plus • Strong analytical skills & detail oriented • Ability to see the “big picture” while working with details • Excellent communication and interpersonal skills • Ability to improve processes is a plus • PC skills - Microsoft Office (primarily Excel) • Flexibility to work as workload requires (Heavy workload required during key financial processes such as year-end, preparation of budgets and monthly close) Additional Information Salary 110-125k
    $79k-109k yearly est. 60d+ ago
  • Senior Financial Analyst

    Clark Davis Associates 4.4company rating

    New York, NY jobs

    The Sr. financial analyst will execute and support financial and operational reporting and analysis. The position will focus on detailed analysis of budget to actual variance, revenue bookings & provisioning trends, business & financing initiatives, operational performance and competitor and market intelligence. Update and maintain 5-year projection including in-year forecast Support financing initiatives Work with each department to support budget process for annual budgets Tracking and analysis of business initiatives Develop and update product profitability reporting using allocation methodology down to EBITDA Review of data sources for quality and ensure it conforms to defined needs for analysis Creation and maintenance of due diligence material Identify, analyze and overcome barriers to improved profitability. Identify opportunities to run more efficiently, including defining appropriate key performance metrics, and driving towards greater exception based reporting methodologies Continually improve the rolling forecast process through education of managers on financial issues impacting their financial performance Aid with implementation of systems and processes Adhoc reporting and analysis as necessary Qualifications Experience  3-5 years financial analysis experience  Financial modelling experience  Departmental Budget to Actual development, reporting and analysis  Management Reporting  Financial and IT system usage and implementation a plus  Coordinating key information internationally from various departments a plus  Expert Microsoft Office knowledge, specifically Microsoft Excel  Ability to work independently and as part of a team  Ability to work under deadlines  Self-motivated  Strong oral and written communications skills.  Creative problem solving abilities  Solid understanding of financial reporting  Preferably has experience in networking/telco industry Additional Information 95k-115k bonus
    $79k-109k yearly est. 60d+ ago
  • Senior Financial Analyst

    Clark Davis Associates 4.4company rating

    New York, NY jobs

    Provide financial and business support to the Regional/Proprietary Brands team Qualifications • Bachelor's degree in Finance/Accounting, MBA preferred Self-motivated individual who can adapt to changing circumstances • Must be a strategic thinker, not purely a numbers person • Able to work with diverse group of personalities • Must be highly proficient in Excel • Experience with Essbase is a plus Additional Information 100-125k 10% bonus.
    $79k-109k yearly est. 60d+ ago
  • Senior Analyst - Financial Systems

    Wesco 4.6company rating

    Pittsburgh, PA jobs

    As a Senior Analyst - Financial Systems, you will design, develop, implement, and maintain efficient accounting and finance solutions in support of business partners and in alignment with Financial Systems and stakeholder priorities. You will partner with stakeholders across finance and IT while gathering and analyzing data in support of finance initiatives, proposed projects, and business requirements. You will be responsible for the development and delivery of solutions across disciplines, partnering with IT and other stakeholders, when necessary. You will apply proven communication, analytical, and problem-solving skills to help maximize the solution benefits to their business partners. **Responsibilities:** + Responsible for end user support, issue resolution, along with reporting and control in support of day-to-day operations + Leverage functional and technical expertise in facilitating impact assessments for approved maintenance/metadata changes and process scheduling in alignment with defined business processes + Leads the direct support of the on-going daily, weekly, and monthly financials systems processes including end user support across multiple disciplines + Effectively triages issues and questions across multiple systems and processes + Partners with IT teams to troubleshoot and resolve issues identified in upstream systems + Escalates issues and helps drive solutions across teams and third-party partners, as needed + Supports and manages daily, weekly, and monthly processing schedule and ensures calendar is reviewed by stakeholders + Support the development and maintenance of metadata and reports - impact assessment + Owns monthly impact assessments for approved change requests to be implemented as part of monthly maintenance + Responsible for maintaining hierarchies in alignment with finance governance council monthly process + Implements approved user security requests, in conjunction with IT (where necessary) + Assists in the definition of future state development of financial systems capabilities + Conducts requirements gathering with Finance stakeholders for on-going enhancements and continuous improvement opportunities to support the financial processes + Defines implementation plans for enhancements and issues resolution in alignment with financial systems and stakeholder priorities + Responsible for maintaining controls and providing control documentation to both internal and external audit personnel, when necessary + Primary owner of applicable training materials + Responsible for system documentation including admin guides, architecture diagrams, security, scripts/logic, interfaces, end-user training materials, quick reference guides, etc. **Qualifications:** + Bachelor's Degree - Finance, Accounting, Business or MIS + 5+ years of functional and technical experience in Finance and Accounting + Proven experience with the design and implementation of technology/tools as an enabler of financial processes in the assigned area e.g. RTR or EPM + Practical knowledge of finance and accounting process mapping with application of these principles + The position requires proven functional expertise and technical experience across financial systems and software + A strong project management and governance skill along with understanding and experience with standard SDLC methodology is required + Experience solving complex business issues + Proven experience in the operation and analysis of finance data and metadata + Excellent understanding of the organization's goals and objectives + Strong change management, analytical, and creative problem-solving skills + Demonstrated written and verbal communication skills + Keen attention to detail + Ability to communicate ideas in both technical and user-friendly language + Strong customer service orientation + Experience working in a team-oriented, collaborative environment + Ability to collaborate, influence and drive decisions among business partners + Highly self-motivated and directed + Ability to effectively prioritize and execute tasks + Ability to travel up to 25% \#LI-AV1 At Wesco, we build, connect, power and protect the world. As a leading provider of business-to-business distribution, logistics services and supply chain solutions, we create a world that you can depend on. Our Company's greatest asset is our people. Wesco is committed to fostering a workplace where every individual is respected, valued, and empowered to succeed. We promote a culture that is grounded in teamwork and respect. With a workforce of over 20,000 people worldwide, we embrace the unique perspectives each person brings. Through comprehensive benefits (**************************************************************************** and active community engagement, we create an environment where every team member has the opportunity to thrive. Learn more about Working at Wesco here (******************************************************************* and apply online today! Founded in 1922 and headquartered in Pittsburgh, Wesco is a publicly traded (NYSE: WCC) FORTUNE 500 company. _Wesco International, Inc., including its subsidiaries and affiliates ("Wesco") provides equal employment opportunities to all employees and applicants for employment. Employment decisions are made without regard to race, religion, color, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, or other characteristics protected by law. US applicants only, we are an Equal Opportunity Employer. _ _Los Angeles Unincorporated County Candidates Only: Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act._
    $76k-101k yearly est. 60d+ ago
  • Senior Analyst - Financial Systems

    Wesco 4.6company rating

    Pittsburgh, PA jobs

    As a Senior Analyst - Financial Systems, you will design, develop, implement, and maintain efficient accounting and finance solutions in support of business partners and in alignment with Financial Systems and stakeholder priorities. You will partner with stakeholders across finance and IT while gathering and analyzing data in support of finance initiatives, proposed projects, and business requirements. You will be responsible for the development and delivery of solutions across disciplines, partnering with IT and other stakeholders, when necessary. You will apply proven communication, analytical, and problem-solving skills to help maximize the solution benefits to their business partners. Responsibilities: Responsible for end user support, issue resolution, along with reporting and control in support of day-to-day operations Leverage functional and technical expertise in facilitating impact assessments for approved maintenance/metadata changes and process scheduling in alignment with defined business processes Leads the direct support of the on-going daily, weekly, and monthly financials systems processes including end user support across multiple disciplines Effectively triages issues and questions across multiple systems and processes Partners with IT teams to troubleshoot and resolve issues identified in upstream systems Escalates issues and helps drive solutions across teams and third-party partners, as needed Supports and manages daily, weekly, and monthly processing schedule and ensures calendar is reviewed by stakeholders Support the development and maintenance of metadata and reports - impact assessment Owns monthly impact assessments for approved change requests to be implemented as part of monthly maintenance Responsible for maintaining hierarchies in alignment with finance governance council monthly process Implements approved user security requests, in conjunction with IT (where necessary) Assists in the definition of future state development of financial systems capabilities Conducts requirements gathering with Finance stakeholders for on-going enhancements and continuous improvement opportunities to support the financial processes Defines implementation plans for enhancements and issues resolution in alignment with financial systems and stakeholder priorities Responsible for maintaining controls and providing control documentation to both internal and external audit personnel, when necessary Primary owner of applicable training materials Responsible for system documentation including admin guides, architecture diagrams, security, scripts/logic, interfaces, end-user training materials, quick reference guides, etc. Qualifications: Bachelor's Degree - Finance, Accounting, Business or MIS 5+ years of functional and technical experience in Finance and Accounting Proven experience with the design and implementation of technology/tools as an enabler of financial processes in the assigned area e.g. RTR or EPM Practical knowledge of finance and accounting process mapping with application of these principles The position requires proven functional expertise and technical experience across financial systems and software A strong project management and governance skill along with understanding and experience with standard SDLC methodology is required Experience solving complex business issues Proven experience in the operation and analysis of finance data and metadata Excellent understanding of the organization's goals and objectives Strong change management, analytical, and creative problem-solving skills Demonstrated written and verbal communication skills Keen attention to detail Ability to communicate ideas in both technical and user-friendly language Strong customer service orientation Experience working in a team-oriented, collaborative environment Ability to collaborate, influence and drive decisions among business partners Highly self-motivated and directed Ability to effectively prioritize and execute tasks Ability to travel up to 25% #LI-AV1
    $76k-101k yearly est. Auto-Apply 60d+ ago
  • Senior Financial Analyst

    Alfred University 3.7company rating

    Alfred, NY jobs

    This position reports to the CFO. Primary responsibility is to work with CFO in developing and maintaining models in conjunction with Institutional Research, Enrollment Management, Student Experience and others to use for budget development and forecasting future years revenues and expenses. This position will work with the CFO and divisional budget managers to develop and maintain the models supporting the position and operating expense budgets and projections. Projections include operating budgets, full financial statements and financial ratios for multiple years. Budget development includes separately budgeting for the Statutory and Private sectors as well as reporting on the consolidated budget and projections. Works as part of a Financial Analyst team to ensure that all monthly budget variances are tracked and included in ongoing projections and forecasts; while at the same time ensuring that all software systems and models are up to date. Performs analysis, reconciliations and prepares other reports as needed. Salary: $99,224-$104,937 Annually Essentail Functions: * Work with CFO, Institutional Research, Enrollment Management, Student Experience, Academics, University Advancement and others to develop and maintain all revenue models * Works with CFO, Financial Analyst and divisions to develop, project and forecast all revenue and expenses quarterly * Develops the budget for approval by CFO and Cabinet for presentation to the board of trustees for approval at the May meeting * Maintains the separation of Statutory and Private budgets * Projects the Financial Statements and Ratios quarterly * Assist Controller in the update and maintenance of the cash projection modeling * Assists divisions with budget analysis and reporting * Designs and maintains models to evaluate ROI impact of new programs and initiatives and ensure accountability to the expected ROI going forward * Assists in the preparation of Board related communications and meeting Other Duties & Responsibilities: * Cross-train with Financial Analyst to run and analyze monthly closing reports * Assist with year end audit reconciliations and analysis as needed * Other duties as assigned * Supports and assists in creating intersections for faculty, staff and students that will assist in transforming people's lives * Supports and assists in creating an evolving culture of mentoring and rich engagement opportunities for faculty, staff, and students * Maintains a commitment to mentorship, intersections and belonging with a high degree of cultural competence and respect for a wide range of identities and experiences, therefore welcoming and supporting all faculty, staff and students and expanding access to the AU experience * Maintains a safe working environment within and around their facilities and associated equipment and supplies including, but not limited to, obtaining Safety Data Sheet (SDS) information pertaining to any hazards associated with their work environment * Participates in all required assigned training, including safety training and will comply with safety rules, regulations, and protocols * Effective written and oral communication skills * Contributes to the overall success of the University by performing other duties as assigned * Confidentially & Accuracy: * This position has access to all account balances and student record information. Therefore, confidentiality is of the utmost importance in these areas. This information is handled on a daily basis. Student information is confidential because it contains the student's social security number and other personal information. This information should not be shared without appropriate authorization. This information can only be released to external people that the student has authorized. Only the authorized individual can release account information to the person, or persons listed in the chart of accounts. Accuracy and attention to detail is at the heart of every task. This position is subject to continuous interruptions and requires the ability to maintain concentration and focus along with a pleasing disposition * Safety: Participate in safety training and comply with safety rules, regulations, and protocols * Perform additional duties and assist with special projects as assigned Qualifications-Education & Experience, Knowledge, Skills & Abilities: * Formal Education: * Master of Business Administration (MBA) degree required. * Experience: * 5 years of budgeting, modeling and projecting experience required * Knowledge: * A working functional knowledge of Accounting and ERP Systems such as STC Banner * Demonstrated knowledge of Accounting Principles (GAAP) and Procedures * Understanding of financial analysis, forecasting, and reporting, with the ability to translate complex data into actionable insights for leadership * Substantial working knowledge (education or work-related experience) of Project Management methodology and/or Business Process Analysis is essential * A working functional knowledge of Project Management Software such as Asana and AchieveIt * Demonstrated knowledge of strategic planning best practices * Understanding of higher education administration operations and best practices * Advanced Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint) * Additional Knowledge/Skills: * Work/school records would confirm the existence of superior skills or attributes in the following areas: sound judgment, discretion, dependability, organizational and interpersonal skills, professional work output, energy and enthusiasm, ability to interact with all levels of the AU community and constituents, diplomacy, initiative, function independently with only occasional review and direction. Candidate must possess the ability to multi-task in a fast-paced, open office environment and prioritize. Position requires the strictest level of confidentiality. * Machines: Fax, Copier, and Calculator * Essential Functions: * Essential Functions: With or without reasonable accommodations the incumbent must be able to read and write and speak the English language at a college level, be capable of performing sometimes complex mathematical calculations, statistical calculations and other higher mathematical operations, must be able to communicate with all levels of the institution in written and spoken form. The individual must be able to work independently. The ability to maintain regular and prompt attendance is essential to the successful performance of this position. Physical Demands & Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Personal Protective Equipment must be worn when required. A respiratory function test and the ability to use respirators may be required. Stairs and uneven surfaces may be present; artificial lifts, etc. may or may not be available. The position may require the incumbent to walk outdoors in all types of weather to other buildings or offices located on the campus. The Campus is located in an area that contains numerous hills and slopes and may not always be fully accessible for mobility impaired individuals. About Alfred University Lighting the way for students since 1836."We've always been a place for makers, especially those who make the future. Our commitment to independent thinking, creativity, academic rigor and community have made us a unique kind of leader since 1836." Alfred University (AU) was founded on principles of social justice in 1836 by liberal, independent thinkers who placed high value on education for all citizens. The University has retained and built upon the strong values of its founders, developing as an institution of national and international renown that is responsive to the needs of contemporary society while remaining consistent with the spirit of its origins. Alfred University is the second oldest coeducational college in the United States as well as one of the earliest nineteenth century colleges to have enrolled African American and Native American students. It has a long-standing history of educating socially conscious students who make a difference in their professions and their communities. Over the course of the twentieth century, Alfred University evolved into a complex institution offering a full range of programs in the liberal arts and sciences, art and design, engineering, business, education, counseling, and school psychology to its nearly 2,000 undergraduate and graduate students that live, learn, and play on a 232-acre campus located in an idyllic, creative valley in Western New York. To learn more, visit alfred.edu. Alfred University actively subscribes to a policy of equal employment opportunity, and will not discriminate against any employee, student or applicant because of race, age, sex, color, sexual orientation, gender identification or expression, physical or mental disability, religion, ancestry or national origin, marital status, genetic information, military or veteran status, domestic violence victim status, criminal conviction status, political affiliation or any other characteristic protected by applicable law.
    $99.2k-104.9k yearly 56d ago
  • Senior Financial Analyst

    Alfred University 3.7company rating

    Alfred, NY jobs

    This position reports to the CFO. Primary responsibility is to work with CFO in developing and maintaining models in conjunction with Institutional Research, Enrollment Management, Student Experience and others to use for budget development and forecasting future years revenues and expenses. This position will work with the CFO and divisional budget managers to develop and maintain the models supporting the position and operating expense budgets and projections. Projections include operating budgets, full financial statements and financial ratios for multiple years. Budget development includes separately budgeting for the Statutory and Private sectors as well as reporting on the consolidated budget and projections. Works as part of a Financial Analyst team to ensure that all monthly budget variances are tracked and included in ongoing projections and forecasts; while at the same time ensuring that all software systems and models are up to date. Performs analysis, reconciliations and prepares other reports as needed. Salary: $99,224-$104,937 Annually Essentail Functions: Work with CFO, Institutional Research, Enrollment Management, Student Experience, Academics, University Advancement and others to develop and maintain all revenue models Works with CFO, Financial Analyst and divisions to develop, project and forecast all revenue and expenses quarterly Develops the budget for approval by CFO and Cabinet for presentation to the board of trustees for approval at the May meeting Maintains the separation of Statutory and Private budgets Projects the Financial Statements and Ratios quarterly Assist Controller in the update and maintenance of the cash projection modeling Assists divisions with budget analysis and reporting Designs and maintains models to evaluate ROI impact of new programs and initiatives and ensure accountability to the expected ROI going forward Assists in the preparation of Board related communications and meeting Other Duties & Responsibilities: Cross-train with Financial Analyst to run and analyze monthly closing reports Assist with year end audit reconciliations and analysis as needed Other duties as assigned Supports and assists in creating intersections for faculty, staff and students that will assist in transforming people's lives Supports and assists in creating an evolving culture of mentoring and rich engagement opportunities for faculty, staff, and students Maintains a commitment to mentorship, intersections and belonging with a high degree of cultural competence and respect for a wide range of identities and experiences, therefore welcoming and supporting all faculty, staff and students and expanding access to the AU experience Maintains a safe working environment within and around their facilities and associated equipment and supplies including, but not limited to, obtaining Safety Data Sheet (SDS) information pertaining to any hazards associated with their work environment Participates in all required assigned training, including safety training and will comply with safety rules, regulations, and protocols Effective written and oral communication skills Contributes to the overall success of the University by performing other duties as assigned Confidentially & Accuracy: This position has access to all account balances and student record information. Therefore, confidentiality is of the utmost importance in these areas. This information is handled on a daily basis. Student information is confidential because it contains the student's social security number and other personal information. This information should not be shared without appropriate authorization. This information can only be released to external people that the student has authorized. Only the authorized individual can release account information to the person, or persons listed in the chart of accounts. Accuracy and attention to detail is at the heart of every task. This position is subject to continuous interruptions and requires the ability to maintain concentration and focus along with a pleasing disposition Safety: Participate in safety training and comply with safety rules, regulations, and protocols Perform additional duties and assist with special projects as assigned Qualifications-Education & Experience, Knowledge, Skills & Abilities: Formal Education: Master of Business Administration (MBA) degree required. Experience: 5 years of budgeting, modeling and projecting experience required Knowledge: A working functional knowledge of Accounting and ERP Systems such as STC Banner Demonstrated knowledge of Accounting Principles (GAAP) and Procedures Understanding of financial analysis, forecasting, and reporting, with the ability to translate complex data into actionable insights for leadership Substantial working knowledge (education or work-related experience) of Project Management methodology and/or Business Process Analysis is essential A working functional knowledge of Project Management Software such as Asana and AchieveIt Demonstrated knowledge of strategic planning best practices Understanding of higher education administration operations and best practices Advanced Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint) Additional Knowledge/Skills: Work/school records would confirm the existence of superior skills or attributes in the following areas: sound judgment, discretion, dependability, organizational and interpersonal skills, professional work output, energy and enthusiasm, ability to interact with all levels of the AU community and constituents, diplomacy, initiative, function independently with only occasional review and direction. Candidate must possess the ability to multi-task in a fast-paced, open office environment and prioritize. Position requires the strictest level of confidentiality. Machines: Fax, Copier, and Calculator Essential Functions: Essential Functions: With or without reasonable accommodations the incumbent must be able to read and write and speak the English language at a college level, be capable of performing sometimes complex mathematical calculations, statistical calculations and other higher mathematical operations, must be able to communicate with all levels of the institution in written and spoken form. The individual must be able to work independently. The ability to maintain regular and prompt attendance is essential to the successful performance of this position. Physical Demands & Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Personal Protective Equipment must be worn when required. A respiratory function test and the ability to use respirators may be required. Stairs and uneven surfaces may be present; artificial lifts, etc. may or may not be available. The position may require the incumbent to walk outdoors in all types of weather to other buildings or offices located on the campus. The Campus is located in an area that contains numerous hills and slopes and may not always be fully accessible for mobility impaired individuals. About Alfred University Lighting the way for students since 1836. “We've always been a place for makers, especially those who make the future. Our commitment to independent thinking, creativity, academic rigor and community have made us a unique kind of leader since 1836.” Alfred University (AU) was founded on principles of social justice in 1836 by liberal, independent thinkers who placed high value on education for all citizens. The University has retained and built upon the strong values of its founders, developing as an institution of national and international renown that is responsive to the needs of contemporary society while remaining consistent with the spirit of its origins. Alfred University is the second oldest coeducational college in the United States as well as one of the earliest nineteenth century colleges to have enrolled African American and Native American students. It has a long-standing history of educating socially conscious students who make a difference in their professions and their communities. Over the course of the twentieth century, Alfred University evolved into a complex institution offering a full range of programs in the liberal arts and sciences, art and design, engineering, business, education, counseling, and school psychology to its nearly 2,000 undergraduate and graduate students that live, learn, and play on a 232-acre campus located in an idyllic, creative valley in Western New York. To learn more, visit alfred.edu. Alfred University actively subscribes to a policy of equal employment opportunity, and will not discriminate against any employee, student or applicant because of race, age, sex, color, sexual orientation, gender identification or expression, physical or mental disability, religion, ancestry or national origin, marital status, genetic information, military or veteran status, domestic violence victim status, criminal conviction status, political affiliation or any other characteristic protected by applicable law.
    $99.2k-104.9k yearly Auto-Apply 55d ago
  • Senior Financial Analyst

    Alfred University 3.7company rating

    Alfred, NY jobs

    Job DescriptionThis position reports to the CFO. Primary responsibility is to work with CFO in developing and maintaining models in conjunction with Institutional Research, Enrollment Management, Student Experience and others to use for budget development and forecasting future years revenues and expenses. This position will work with the CFO and divisional budget managers to develop and maintain the models supporting the position and operating expense budgets and projections. Projections include operating budgets, full financial statements and financial ratios for multiple years. Budget development includes separately budgeting for the Statutory and Private sectors as well as reporting on the consolidated budget and projections. Works as part of a Financial Analyst team to ensure that all monthly budget variances are tracked and included in ongoing projections and forecasts; while at the same time ensuring that all software systems and models are up to date. Performs analysis, reconciliations and prepares other reports as needed. Salary: $99,224-$104,937 Annually Essentail Functions: Work with CFO, Institutional Research, Enrollment Management, Student Experience, Academics, University Advancement and others to develop and maintain all revenue models Works with CFO, Financial Analyst and divisions to develop, project and forecast all revenue and expenses quarterly Develops the budget for approval by CFO and Cabinet for presentation to the board of trustees for approval at the May meeting Maintains the separation of Statutory and Private budgets Projects the Financial Statements and Ratios quarterly Assist Controller in the update and maintenance of the cash projection modeling Assists divisions with budget analysis and reporting Designs and maintains models to evaluate ROI impact of new programs and initiatives and ensure accountability to the expected ROI going forward Assists in the preparation of Board related communications and meeting Other Duties & Responsibilities: Cross-train with Financial Analyst to run and analyze monthly closing reports Assist with year end audit reconciliations and analysis as needed Other duties as assigned Supports and assists in creating intersections for faculty, staff and students that will assist in transforming people's lives Supports and assists in creating an evolving culture of mentoring and rich engagement opportunities for faculty, staff, and students Maintains a commitment to mentorship, intersections and belonging with a high degree of cultural competence and respect for a wide range of identities and experiences, therefore welcoming and supporting all faculty, staff and students and expanding access to the AU experience Maintains a safe working environment within and around their facilities and associated equipment and supplies including, but not limited to, obtaining Safety Data Sheet (SDS) information pertaining to any hazards associated with their work environment Participates in all required assigned training, including safety training and will comply with safety rules, regulations, and protocols Effective written and oral communication skills Contributes to the overall success of the University by performing other duties as assigned Confidentially & Accuracy: This position has access to all account balances and student record information. Therefore, confidentiality is of the utmost importance in these areas. This information is handled on a daily basis. Student information is confidential because it contains the student's social security number and other personal information. This information should not be shared without appropriate authorization. This information can only be released to external people that the student has authorized. Only the authorized individual can release account information to the person, or persons listed in the chart of accounts. Accuracy and attention to detail is at the heart of every task. This position is subject to continuous interruptions and requires the ability to maintain concentration and focus along with a pleasing disposition Safety: Participate in safety training and comply with safety rules, regulations, and protocols Perform additional duties and assist with special projects as assigned Qualifications-Education & Experience, Knowledge, Skills & Abilities: Formal Education: Master of Business Administration (MBA) degree required. Experience: 5 years of budgeting, modeling and projecting experience required Knowledge: A working functional knowledge of Accounting and ERP Systems such as STC Banner Demonstrated knowledge of Accounting Principles (GAAP) and Procedures Understanding of financial analysis, forecasting, and reporting, with the ability to translate complex data into actionable insights for leadership Substantial working knowledge (education or work-related experience) of Project Management methodology and/or Business Process Analysis is essential A working functional knowledge of Project Management Software such as Asana and AchieveIt Demonstrated knowledge of strategic planning best practices Understanding of higher education administration operations and best practices Advanced Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint) Additional Knowledge/Skills: Work/school records would confirm the existence of superior skills or attributes in the following areas: sound judgment, discretion, dependability, organizational and interpersonal skills, professional work output, energy and enthusiasm, ability to interact with all levels of the AU community and constituents, diplomacy, initiative, function independently with only occasional review and direction. Candidate must possess the ability to multi-task in a fast-paced, open office environment and prioritize. Position requires the strictest level of confidentiality. Machines: Fax, Copier, and Calculator Essential Functions: Essential Functions: With or without reasonable accommodations the incumbent must be able to read and write and speak the English language at a college level, be capable of performing sometimes complex mathematical calculations, statistical calculations and other higher mathematical operations, must be able to communicate with all levels of the institution in written and spoken form. The individual must be able to work independently. The ability to maintain regular and prompt attendance is essential to the successful performance of this position. Physical Demands & Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Personal Protective Equipment must be worn when required. A respiratory function test and the ability to use respirators may be required. Stairs and uneven surfaces may be present; artificial lifts, etc. may or may not be available. The position may require the incumbent to walk outdoors in all types of weather to other buildings or offices located on the campus. The Campus is located in an area that contains numerous hills and slopes and may not always be fully accessible for mobility impaired individuals. About Alfred University Lighting the way for students since 1836. “We've always been a place for makers, especially those who make the future. Our commitment to independent thinking, creativity, academic rigor and community have made us a unique kind of leader since 1836.” Alfred University (AU) was founded on principles of social justice in 1836 by liberal, independent thinkers who placed high value on education for all citizens. The University has retained and built upon the strong values of its founders, developing as an institution of national and international renown that is responsive to the needs of contemporary society while remaining consistent with the spirit of its origins. Alfred University is the second oldest coeducational college in the United States as well as one of the earliest nineteenth century colleges to have enrolled African American and Native American students. It has a long-standing history of educating socially conscious students who make a difference in their professions and their communities. Over the course of the twentieth century, Alfred University evolved into a complex institution offering a full range of programs in the liberal arts and sciences, art and design, engineering, business, education, counseling, and school psychology to its nearly 2,000 undergraduate and graduate students that live, learn, and play on a 232-acre campus located in an idyllic, creative valley in Western New York. To learn more, visit alfred.edu. Alfred University actively subscribes to a policy of equal employment opportunity, and will not discriminate against any employee, student or applicant because of race, age, sex, color, sexual orientation, gender identification or expression, physical or mental disability, religion, ancestry or national origin, marital status, genetic information, military or veteran status, domestic violence victim status, criminal conviction status, political affiliation or any other characteristic protected by applicable law. Powered by JazzHR HZuW8cCgBf
    $99.2k-104.9k yearly 27d ago
  • Senior Financial Analyst - Remote

    New England College 4.2company rating

    Henniker, NH jobs

    Under the supervision of the Assistant Vice President of Finance and Administration, the Senior Financial Analyst is a key member of the finance team and is responsible for analysis of financial reports, including budget variance analysis, ratio analysis, revenue projections, annual budget preparation, and overall financial modeling for the organization. The position will also support cash management through data analysis, report creation, and development of forecasting models. This is a remote position. Essential Duties Summary * Working closely with other departments to assist in market research and prepare proformas for new programs, including enrollment, expenses associated with startup, annual expenses, and other key performance indicators (KPI) by using data to determine market need and sustainability including a three-five-year future projection. * Prepare and analyze profit margins for each undergraduate and graduate program with and without indirect expenses by program and delivery method. * Generate and analyze weekly reports, including, but not limited to, graduate revenue and cash projections, which will include a weekly narrative of change both week over week and year over year, working closely with the Assistant Vice President of Finance and Administration. * Working closely with the AVP of Finance and Administration to prepare, update, and present a monthly analysis of change in financial projections, including, but not limited to revenues and expenses, noting abnormalities to be include in the monthly financial reporting. * Prepare variance analysis that includes explanations of variances between budget and actual month over month and year over year results by functional expense. * Prepare key strategic financial ratios and provide an analysis to the Assistant Vice President of Finance and Administration on a quarterly basis. * Provide support for the annual Budget process, including working with budget officers in facilitating budget requests, creation and maintaining annual budget worksheet, and working closely with AVP of Finance & Admin to produce the overall institutional budget. Required Qualifications Education * Bachelor's degree in accounting, Business, or related field * Master's degree preferred Experience * 3-5 experience in financial analysis and/or accounting * Banner experience preferred Skills and Knowledge * Ability to think and work independently * Excellent oral and written communication skills * Ability to multi-task and change priorities * Ability to meet deadlines * Advanced knowledge of Microsoft office products, specifically Excel Preferred Qualifications EEO Statement New England College prohibits discrimination on the basis of race, color, creed or religion, national origin, sex, sexual orientation, age, marital status, pregnancy, veteran's status or disability in regard to treatment, access to or employment in its programs and activities, in accordance with federal and state laws and regulations. In compliance with the Americans with Disabilities Act (ADA), individuals with disabilities needing accommodation should contact the ADA Compliance Officer. Posting Detail Information Posting Number S00641P Open Date Close Date Open Until Filled Special Instructions to Applicants
    $62k-74k yearly est. 4d ago
  • Senior Investment Operations Analyst, Customer Support

    Ridgeline 4.1company rating

    New York, NY jobs

    Are you a detail-oriented problem solver with a passion for streamlining complex investment operations? Do you enjoy collaborating closely with customers and cross-functional teams to solve high-impact operational challenges? Are you eager to bring innovation and automation to middle- and back-office workflows in the investment management industry? If so, we invite you to be a part of our innovative team. As a Senior Investment Operations Analyst, you'll play a key role in supporting Ridgeline customers by managing critical investment operations functions such as reconciliation, performance reporting, trade capture, and more. You'll be the go-to expert ensuring that customer operations are accurate, timely, and scalable. This role also helps bridge customer experience and product evolution by identifying process improvements and automation opportunities. You'll work with cutting-edge technology, including AI tools such as ChatGPT, to deliver efficient, forward-thinking solutions and insights that shape the future of investment operations. At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions-not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, we'd love to meet you. You must be work authorized in the United States without the need for employer sponsorship. The impact you will have: * Account Administration - Set up new accounts, process updates and terminations, and maintain portfolio group structures as directed by customers. * Investment Accounting - Record financial transactions on a trade-date basis, process income and expense accruals, and support period-end close activities. * Trade Capture & Settlement -Ensure accurate posting, support post-trade workflows (matching, confirmations, allocations), and meet T+1 settlement requirements. * Corporate Actions - Process mandatory corporate actions and reconcile all activity through standard controls. * Pricing & Security Master - Apply daily pricing, FX rates, and security master data from third-party vendors, resolving exceptions and ensuring compliance with customer policies. * Reconciliation - Perform daily reconciliations of positions, transactions, cash, and tax lots between Ridgeline and custodians/prime brokers; research and resolve breaks with clear documentation. * Performance - Support daily and monthly performance reporting, ensuring calculations align with GIPS standards and addressing customer inquiries on returns and composites. * Customer Engagement - Deliver exception reports, investigate and resolve inquiries, and surface operational insights that help improve both customer outcomes and Ridgeline's platform. * Automation & Innovation - Identify opportunities to streamline processes through AI/ML and automation, working with the broader team to design smarter workflows that scale with customer needs. What we look for: * Bachelor's degree in Finance, Economics, Accounting, or a related field. * 3-5 years of experience in investment operations or a related middle/back-office function. * Familiarity with portfolio accounting, reconciliation, performance reporting, and trade lifecycle management. * Strong attention to detail with a commitment to accuracy and timeliness. * Analytical and problem-solving skills, with the ability to resolve breaks and exceptions independently. * Excellent written and verbal communication skills for working with customers and internal teams. * Proficiency with Google Apps or MS Office, especially spreadsheets. * Curiosity about new technologies, including AI-driven tools, and willingness to learn. * Flexibility to support early-morning start times (as early as 3:00am PST) when required by customer operations. Bonus: * Experience with enterprise SaaS or fintech platforms. * Familiarity with tools such as Slack, JIRA, Confluence, or Kantata. * Exposure to APIs, AWS, or other cloud-based architectures. * CFA or CPA designation (or progress towards one). About Ridgeline Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry. Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before. With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a "Best Workplace for Innovators," by The Software Report as a "Top 100 Software Company," and by Forbes as one of "America's Best Startup Employers." Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace. Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions. Compensation and Benefits The cash compensation amount for this role is targeted at $115,000-$137,500. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above. As an employee at Ridgeline, you'll have many opportunities for advancement in your career and can make a true impact on the product. In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits. #LI-Hybrid
    $41k-49k yearly est. Auto-Apply 20d ago
  • Financial Accounting Analyst - Franklin & Marshall College

    Franklin & Marshall College 4.3company rating

    Lancaster, PA jobs

    Franklin & Marshall College is recruiting for a full-time Financial Accounting Analyst. Job Details: * Classification: Full-time, Exempt * Schedule: 40 hours, Monday - Friday. May require evenings and weekends. * Reports to: Controller * Department: Finance & Administration * Approved Salary Range: $68,000.00 - $72,000.00 Job Description: The Financial Accounting Analyst supports strategic decision-making and financial stewardship at Franklin & Marshall College. This position supports accurate, timely, and compliant financial operations. This position is responsible for preparing and analyzing financial data, reconciling accounts, supporting audit processes, and assisting with the preparation of financial statements. Essential Functions: * Core Accounting, Reporting, and Compliance * Independently perform complex accounting functions in accordance with U.S. GAAP, FASB standards applicable to nonprofit and higher education institutions, and institutional financial policies. * Apply professional judgment in the preparation, review, and processing of journal entries, adjustments, accruals, and reclassifications impacting multiple funds, departments, and reporting units. * Prepare assigned components of the monthly, quarterly, and annual close processes, ensuring accuracy, completeness, and adherence to established timelines and internal controls. * Perform reconciliation and detailed analysis of general ledger accounts, including restricted funds, endowment activity, grants, auxiliary operations, and capital projects; investigate and resolve discrepancies in a timely manner. * Assist in the preparation and review of financial reports and supporting schedules for internal and external stakeholders, including management, governing boards, and regulatory agencies. * Prepare and assist in the review of regulatory and compliance submissions including IRS Form 990, escheat and other state filings, NACUBO surveys, IPEDS finance schedules, and other higher education reporting requirements ensuring accuracy and compliance with reporting standards. * Analysis, Decision Support, and Financial Stewardship * Provide knowledgeable support for fund accounting and nonprofit financial reporting, advising departments on appropriate accounting treatment, cost allocation methodologies, and compliance with donor restrictions and grant requirements. * Analyze financial data and trends, prepare variance analyses, and provide explanations to support budgeting, forecasting, and financial decision-making. * Monitor compliance with donor restrictions, grant terms, and institutional policies, and escalate issues or concerns as appropriate. * Audit, Controls, and Process/Policy Management * Assist in coordinating and supporting the annual external audit process by preparing audit workpapers, schedules, and supporting documentation, and responding to auditor inquiries under the guidance of senior finance leadership. * Contribute to the development and documentation of accounting procedures, internal controls, and process improvements to enhance accuracy, compliance, and operational efficiency. * Operational Support, Collaboration, and Systems * Provide functional support to finance operations staff, including reviewing work for accuracy and offering guidance as needed; may assist with training and knowledge sharing. * Participate in system implementations, upgrades, and process improvement initiatives, including testing and validation of financial data and workflows. * Perform special projects and other related duties as assigned in support of institutional financial operations. Requirements: Minimum Qualifications: * Bachelor's degree in accounting, finance, or a related field. * At least 5 years of accounting or financial analysis experience. * Proficiency with Microsoft Excel and accounting/ERP systems (e.g., Banner, Workday, or similar). * Knowledge of GAAP and internal control principles. * Strong analytical and problem-solving skills. * Excellent organizational skills and attention to detail. * Ability to communicate effectively with both financial and non-financial staff * Excellent oral, written, interpersonal communication skills. * Proficiency in Google Suite Products (Docs, Gmail, Sheets, Slides, Drive) * Evidence of a commitment to community and belonging. * Successful interview. * Successful completion of background checks. Preferred Qualifications: * Experience in higher education, nonprofit, or mission-driven organizations. * Familiarity with fund accounting and endowment accounting principles. * Experience with grant or restricted fund reporting. Additional Information: Offers of employment are contingent upon the successful completion of reference checks, a criminal background verification, and verification of credentials. The College will coordinate these verifications. Full-time members of the Franklin & Marshall College professional staff receive competitive starting pay and a comprehensive benefits package that includes health coverage, dental, vision, generous retirement savings plan contributions, education benefits for employees, spouses and dependent children, and enjoy access to all College facilities including dining venues to suit all tastes, recreation and fitness facilities, and libraries, plus access to College performances, lectures, and events. To learn more about our Benefits, please visit our Benefits Page. Franklin & Marshall College is committed to having an inclusive campus community where all members are treated with dignity and respect. As an Equal Opportunity Employer, the College does not discriminate in its hiring or employment practices on the basis of gender/gender-identity, sex, race or ethnicity, color, national origin, religion, age, disability, veteran's status, genetic information, family or marital status, sexual orientation, or any other protected class. Application Instructions: All submitted materials must be submitted via this online process. We regret we are unable to accept applications or resumes submitted via mail, email, or fax. As you are submitting your application via this online process, please ensure that you provide an accurate email address. You will then receive an acknowledgment indicating that your application materials have been received. Individuals who need accommodations due to a disability in order to submit an application or attend an employment interview should contact Human Resources at **************. If you experience difficulty submitting your resume or cover letter, please CLICK HERE for assistance. If you have previously applied online to a position at Franklin & Marshall College and want to check on your submission or make changes, please CLICK HERE to log back into your account.
    $68k-72k yearly 8d ago
  • Student Financial Services Analyst - 004885

    University of South Alabama 4.5company rating

    Mobile, AL jobs

    Information Position Number 004885 Position Title Student Financial Services Analyst - 004885 Division Finance and Administration Department 172600 - Student Accounting Minimum Qualifications Bachelor's degree in accounting from an accredited institution as approved and accepted by the University of South Alabama and three years of professional accounting experience. A master's degree in accounting may be substituted for one year of the required experience. Preferred Qualifications Job Description Summary The University of South Alabama's Office of Student Accounting is seeking to hire a Student Financial Services Analyst. Interested candidates should apply to be considered. Essential Functions These are the job duties required of the position. Essential Functions * Performs comprehensive accounting and administrative duties for all repayable scholarship programs under the oversight of Student Accounting. * Works with students and third-party servicers to maintain loan fund receivable balances. * Reviews grant applications that fund student tuition, fees, and living expenses to ensure promissory notes or commitment letters are appropriately executed and maintained per requirements. * Monitors all transactions impacted assigned accounts, ensuring transactions are accurately recorded within the enterprise software system and supporting schedules. * Assists student loan accounting staff with monthly and year-end reporting to various regulatory bodies associated with various loan programs. * Records student loan payments and advances. * Monitors student loan accounts; assists students with various loan fund problems including delinquent accounts follow-up; ensures loan collection activities comply with Federal due diligence requirements; maintains relationships with various collection agencies and proper reporting to the Attorney's Office. * Works independently to include problem resolution by researching authoritative sources and making recommendations for courses of action relating to student accounting loan issues. * Reconciles loan fund system accounts to the general ledger on a monthly basis. * Prepares various monthly and year end schedules and journal entries. * Works with the Financial Aid Office to ensure all required forms are completed prior to disbursement of any loan funds. * Works with various University departments to implement procedures for new loan programs. * Maintains a high level of knowledge of Financial Aid rules and regulations as they apply to grants, scholarships, and loan payments. * Processes journal vouchers. * Assists the Student Accounting Office with student registration which includes receipting USA tuition payments, loan payments, and departmental deposits, on a cash receipting system, balancing the cash receipting system with cash, checks and credit cards received for payment. * Reviews and maintains all relevant third-party and internal documents relevant to duties to ensure comprehensive knowledge-base. * Prepares annual Department of Education (DOE) reports for assigned funds based on applicable deadlines. * Works daily within the University Banner Finance System for financial and student related functions. * Makes recommendations on policy and procedure changes. * Assists with related functions within Student Financial Services and other departments reporting to the Chief Administrative Office. * Regular and prompt attendance. * Ability to work schedule as defined and additional hours as required. * Related duties as required. Posting Information Number of Vacancies 1 Position End Date (if temporary) Job Open Date 11/20/2025 Job Close Date Open Until Filled Yes Special Instructions to Applicants Working Days Monday - Friday Working Hours 8:00 a.m. - 5:00 p.m. Job Location Main Campus Full-time or Part-Time Full Time Regular or Temporary Regular
    $41k-58k yearly est. 60d+ ago
  • Financial Analyst I

    Tulane University 4.8company rating

    New Orleans, LA jobs

    The Financial Analyst I is responsible for performing comprehensive analyses and projections relating to business trends to improve the School's operational and financial effectiveness. Performs analysis of financial reports and data and assists the Director of Financial Planning & Analysis and AVP Finance & Decision Support in preparing subsequent narrative analysis for management inclusive of recommendations. Develops contract revenue payout worksheets to ensure supplemental pay is calculated in line with executed contract terms.• Basic knowledge of generally accepted accounting principles (GAAP). * Strong analytical and problem-solving skills. * Ability to prepare financial reports and forecasts and form data-based solutions. * Excellent oral and written communication skills, as well as the ability to interact with individuals internal and external to the organization in an effective, courteous, and productive manner. * Excellent organizational skills; the ability to prioritize work to meet anticipated and established deadlines. * Strong attention to detail, follow-through, and the propensity to bring projects or issues to closure. * Ability to analyze possible solutions using technical experience. * Proficient computer skills, including Microsoft Office (with expertise in Excel). * Bachelor's Degree in accounting, finance, business, or related. * Two (2) years of directly related experience. * Previous experience working in a Higher Education and/or Healthcare setting. * Working knowledge of the Microsoft Teams environment.
    $41k-48k yearly est. 47d ago
  • Senior Investment Operations Analyst, Customer Support

    Ridgeline 4.1company rating

    Day, NY jobs

    Are you a detail-oriented problem solver with a passion for streamlining complex investment operations? Do you enjoy collaborating closely with customers and cross-functional teams to solve high-impact operational challenges? Are you eager to bring innovation and automation to middle- and back-office workflows in the investment management industry? If so, we invite you to be a part of our innovative team. As a Senior Investment Operations Analyst, you'll play a key role in supporting Ridgeline customers by managing critical investment operations functions such as reconciliation, performance reporting, trade capture, and more. You'll be the go-to expert ensuring that customer operations are accurate, timely, and scalable. This role also helps bridge customer experience and product evolution by identifying process improvements and automation opportunities. You'll work with cutting-edge technology, including AI tools such as ChatGPT, to deliver efficient, forward-thinking solutions and insights that shape the future of investment operations. At Ridgeline, how we work matters as much as what we build. Ridgeliners act like owners, choose growth over comfort, and communicate with transparency. We assume positive intent, bias toward action, and bring solutions-not just problems. We celebrate wins, learn from setbacks, and thrive in a resilient, collaborative, high-performing culture. If this excites you, we'd love to meet you. You must be work authorized in the United States without the need for employer sponsorship. The impact you will have: Account Administration - Set up new accounts, process updates and terminations, and maintain portfolio group structures as directed by customers. Investment Accounting - Record financial transactions on a trade-date basis, process income and expense accruals, and support period-end close activities. Trade Capture & Settlement -Ensure accurate posting, support post-trade workflows (matching, confirmations, allocations), and meet T+1 settlement requirements. Corporate Actions - Process mandatory corporate actions and reconcile all activity through standard controls. Pricing & Security Master - Apply daily pricing, FX rates, and security master data from third-party vendors, resolving exceptions and ensuring compliance with customer policies. Reconciliation - Perform daily reconciliations of positions, transactions, cash, and tax lots between Ridgeline and custodians/prime brokers; research and resolve breaks with clear documentation. Performance - Support daily and monthly performance reporting, ensuring calculations align with GIPS standards and addressing customer inquiries on returns and composites. Customer Engagement - Deliver exception reports, investigate and resolve inquiries, and surface operational insights that help improve both customer outcomes and Ridgeline's platform. Automation & Innovation - Identify opportunities to streamline processes through AI/ML and automation, working with the broader team to design smarter workflows that scale with customer needs. What we look for: Bachelor's degree in Finance, Economics, Accounting, or a related field. 3-5 years of experience in investment operations or a related middle/back-office function. Familiarity with portfolio accounting, reconciliation, performance reporting, and trade lifecycle management. Strong attention to detail with a commitment to accuracy and timeliness. Analytical and problem-solving skills, with the ability to resolve breaks and exceptions independently. Excellent written and verbal communication skills for working with customers and internal teams. Proficiency with Google Apps or MS Office, especially spreadsheets. Curiosity about new technologies, including AI-driven tools, and willingness to learn. Flexibility to support early-morning start times (as early as 3:00am PST) when required by customer operations. Bonus: Experience with enterprise SaaS or fintech platforms. Familiarity with tools such as Slack, JIRA, Confluence, or Kantata. Exposure to APIs, AWS, or other cloud-based architectures. CFA or CPA designation (or progress towards one). About Ridgeline Ridgeline is the industry cloud platform for investment management. It was founded by visionary tech entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to apply his successful formula of solving operational business challenges with bold innovation and human connectivity to the unique needs of the investment management industry. Ridgeline started with a clean sheet of paper and a deep bench of experts bound by a set of core values and motivated to revolutionize an industry underserved by its current tech offerings. We are building a new, modern platform in the public cloud, purpose-built for the investment management industry and we are prioritizing security, agility, and usability to empower business like never before. With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America's Best Startup Employers.” Ridgeline is proud to be a community-minded, discrimination-free equal opportunity workplace. Ridgeline processes the information you submit in connection with your application in accordance with the Ridgeline Applicant Privacy Statement. Please review the Ridgeline Applicant Privacy Statement in full to understand our privacy practices and contact us with any questions. Compensation and Benefits The cash compensation amount for this role is targeted at $115,000-$137,500. Final compensation amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amount listed above. As an employee at Ridgeline, you'll have many opportunities for advancement in your career and can make a true impact on the product. In addition to the base salary, 100% of Ridgeline employees can participate in our Company Stock Plan subject to the applicable Stock Option Agreement. We also offer rich benefits that reflect the kind of organization we want to be: one in which our employees feel valued and are inspired to bring their best selves to work. These include unlimited vacation, educational and wellness reimbursements, and $0 cost employee insurance plans. Please check out our Careers page for a more comprehensive overview of our perks and benefits. #LI-Hybrid
    $40k-48k yearly est. Auto-Apply 13d ago

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