Financial Analyst Remote Jobs

11 Results

27d

Financial Risk Analyst

c++python

Silvergate is hiring a Remote Financial Risk Analyst

Financial Risk Analyst - Silvergate - Career PageWe are a federal contractor or subcontractor required by law to provide equal employment opportunity to qualified people

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+30d

Financial Analyst

Benefits Data TrustPhiladelphia, PA Remote
remote-first

Benefits Data Trust is hiring a Remote Financial Analyst

Financial Analyst

Benefits Data Trust (BDT) seeks aFinancial Analyst to join the Finance team in supporting the organization’s mission to help people live healthier, more independent lives by creating smarter ways to access essential benefits and services. The finance team uses financial analysis, planning, accounting, and reporting to bring our financial perspectives into the organization’s strategic decision-making. The Financial Analyst will help strengthen that process to advance the organization’s innovation and impact. The Financial Analyst will create routines to democratize financial information within the organization, which is now necessary as we look to scale our impact across the country and evolve our products and services. They will be responsible for updating and maintaining our financial models and will prepare periodic reports to government agencies and granting bodies on the organization’s use of funds.

The Financial Analyst reports to the Director of Finance.

BDT is a remote-first organization. Employees may work remotely or from BDT’s Philadelphia office. BDT has adopted a mandatory vaccination and testing policy to safeguard the health of our employees from the hazard of COVID-19. Employees may request an exemption from the policy by providing documentation for medical or religious reasons if needed.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Support the Director of Finance in implementing a new financial reporting calendar. Own the reporting process and be responsible for ensuring the timely delivery of financial reports

• Become an expert on our financial planning and analysis (FP&A) tool, NetSuite, to create and maintain financial models, reports, and presentations on behalf of the FP&A team and in collaboration with our Accounting Team

• Maintain a schedule of reviewing financial statements, forecasts, budget to actuals, and other reports

• Create detailed analyses for cross-departmental conversations to support organizational decision making

• Build and maintain effective relationships to collaborate with Business Unit partners

• Develop an understanding of key business drivers to create effective trend analyses

• Assist with budgeting, forecasting, and monthly close processes

• Act as a finance liaison to other departments to understand their needs and provide budgetary guidance

• Proactively drive improvements and simplify existing reporting, forecasting, and continuous planning processes

• Perform ad hoc analyses and special projects as assigned, synthesize and clearly communicate findings to support leadership-level decisions

REQUIREMENTS:

• Minimum of three years of experience in financial analysis

• Big-picture thinker who can quickly grasp concepts, visualize data, and create fresh insights to apply in practical ways

• Ability to thrive in a fast-paced environment and deliver high-quality results

• Deep knowledge of FP&A best practices

• Experience leading financial projects with limited guidance in a complex environment with diverse revenue streams and multiple cost centers

• Ability to communicate clearly across the organization

• Advanced knowledge of MS Office Suite, specifically PowerPoint, Word, and Excel

• Non-profit industry background is a plus

• CMA is a plus

The salary range starts at $80,000 and is commensurate with relevant experience.

About BDT

Benefits Data Trust (BDT) improves health and financial security by harnessing the power of data, technology, and policy to provide dignified and equitable access to assistance. Together with a national network of government agencies and partners, we efficiently connect people today to programs that pay for food, healthcare, and more while helping to modernize benefits access for tomorrow. A nonprofit since 2005, BDT has secured more than $9 billion in benefits for households across the country, helping to reduce hunger and poverty and build pathways to economic mobility. Learn more about BDT – a proud recipient of Top Workplaces USA Awards in 2021 & 2022 - at bdtrust.org.

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+30d

Financial Analyst (level 2)

ProgressRemote, United States

Progress is hiring a Remote Financial Analyst (level 2)

We’re Progress – we offer the best products to develop, deploy, and manage high-impact business applications. We are bold, forward-thinking innovators who build solutions that work and care about our customers. We invent and reinvent every day, work together as one, value and respect each other, and cheer our wins. Join us as a Financial Analyst (level 2). Due to team location, candidates in EST zone are needed.

As a Financial Analyst II, you will report to the Finance Director and support and compliment the growth of the OPEX Finance Business Partner team. We are looking for an individual who will leverage their analytical skillset and insights to structure conversations for smart business decisions, and build upon a framework for strong financial analysis, reporting and business support. This unique role provides visibility into multiple functions and expense profiles within the organization. You will work closely with the Finance Partner team to help manage all financial aspects of a business unit, and to create a real and active partnership with the budget owners of the BU leadership team.

WHAT YOU WILL DO IN THIS ROLE:

  • Manage process for Budgeting, Forecasting, and Reporting for OPEX for all functions within a global business unit.
  • Partner with functional leaders of the business unit and become the subject matter expert for COGS, Opex, and Headcount
  • Manage headcount tracking and expense models for rolling forecast
  • Assist with support for Quarterly Business Reviews and other periodic operating review meetings
  • Assist with developing, updating, and distributing key operational reports
  • Support the monthly close process by preparing expense accruals, comparing actuals to plan, and performing variance analysis
  • Work with large datasets to translate into preset financial models, as well as the development of new models
  • Align with monthly accounting close and controls to determine accurate actual results
  • Identify financial status by comparing and analyzing actual results with plans and forecasts
  • Support any M & A related activity within the business unit
  • Ensure conformance to corporate policies including GAAP Accounting and Ethics, along with all other company procedures
WHAT THE IDEAL CANDIDATE WILL NEED TO HAVE:
  • Bachelor’s Degree with relevant experience in corporate or business unit finance, preferably for an enterprise software company
  • Advanced expertise in Excel and PowerPoint is required with attention to speed and repeatable approach
  • Solid work ethic, personal ambition, and desire to learn and share information
  • Ability to build relationships and work with functional management
  • Analytical approach to problem solving with the ability to clearly articulate objectives and communicate results
  • Ability to thrive under pressure and employ a sense of urgency in supporting the business
  • Prior planning, analysis and reporting experience in a multi-national business environment is considered a plus
  • Strong analytical skills to be able to link financial results to operational performance drivers
  • Ability to work in a team environment and engage in cross-functional collaboration
BENEFITS:
  • Medical, dental, vision, life & disability, and financial benefits (including 401(k) retirement savings plan. Tuition Reimbursement program. Additional voluntary benefits including crucial illness/hospital indemnity, identity theft protection, auto & home insurance, legal, and pet insurance.
  • Competitive salary, bonus, and best-in-class Employee Stock Purchase Program (ESPP) with a 27-month lookback
  • Flexible paid vacation time, paid day off for your birthday, and company holidays. A variety of leave plans, including Parental Leave.
  • Employee Assistance Program (EAP) and an employee well-being program focusing on physical, mental, and financial health.
Progress is proud to be an Equal Opportunity Employer!

#LI-SC1
#LI-remote

Together, We Make Progress

Progress is an inclusive workplace where opportunities to succeed are available to everyone. As a multicultural company serving a global community, we encourage a wide range of points of view and celebrate our diverse backgrounds. Our unique combination of perspectives inspires innovation, connects us to our customers and positively affects our communities. It is only by working together and learning from each other that we make Progress. Join us!

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+30d

Junior Financial Analyst

GenesisКиїв, UA Remote
Master’s DegreetableausqlB2Bpython

Genesis is hiring a Remote Junior Financial Analyst

Solidgate is a B2B product in the field of online payments. We build a state-of-the-art fintech product that helps businesses accept payments and ensure a smooth purchase experience for their clients from Europe to LATAM, from the USA to Asia. We are part of the history of each company we work with – and we help them enter new markets and increase their profits. We believe no company should struggle with payments. So we make them easy.

Solidgate achievements:

— offices in Ukraine, Poland, Cyprus
— 200+ clients went global thanks to Solidgate (Ukraine, US, EU)
— 100+ alternative payment methods (APMs)
— 120 team members
— PCI DSS Level 1 provider
— №1 employer (according to DOU)

Solidgate is an IT product company that creates “made in Ukraine” fintech solutions for internet businesses all over the world. Solidgate products enable global businesses and build the economic infrastructure for the internet economy.

Solidgate Stands with Ukraine! Solidgate created the Payment Link, so that Charity Foundations can accept payments swiftly in any currency. We are proud to be partners with KOLOand “Повернись живим”.

Our advantages:

— Fintech - fast-growing industry;
— the opportunity to do business with large Western tech companies (USA, Europe);
— challenges and direct impact on business scaling, on product metrics – here, you can propose and implement;
— a team united by a common goal, vision, and values;
— opportunity for development and growth, a personal career plan for each employee.

We are looking for aFinancial Analyst, who will contribute to the development of our finance team and perform a vast variety of controlling related activities.

The main responsibilities of this role are:

— financial analysis and control of payment providers: acquiring banks, PSPs, gateways;
— preparation and analysis of financial results for a number of clients;
— participation in the development and testing of the internal financial system;
— communication with banks and clients on financial issues.

Qualifications:

— bachelor’s or Master’s degree in economics, finance, or other related fields;
— at least 1 years of experience in audit, financial analysis, or other related fields;
— Advanced Excel user;
— English — Upper-Intermediate or Advanced (written and verbal);
— strong analytical and problem-solving skills;
— attention to detail;
— highly organised, motivated, and ambitious.

Will be an advantage:

— experience with data visualization tools (Tableau, PowerBI);
— basic knowledge of SQL, Python;
— getting financial qualifications in process (ACCA, CFA, CIMA);
— passed international certification such as IELTS, TOEFL.

Competitive corporate benefits:

— health insurance and corporate doctor;
— free snacks, breakfasts, and lunches in the office;
— full coverage of professional training (courses, conferences, certifications);
— performance review twice a year;
— sports compensation;
— competitive salary;
— the ability to work remotely.

Hiring process:

Screening with a recruiter, an interview with a hiring manager, a test task, and a final interview with the CEO.

If you want to become part of our team, send your resume right now, and we will contact you.

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+30d

Financial Analyst

OnePetPhilippines Remote

OnePet is hiring a Remote Financial Analyst

Job purpose

The financial planning analyst is responsible for analyzing the current financial situation of businesses units, departments, and teams. This role will be deploy involved in business unit budgeting, forecasting, and demand planning. He or she will employ a range of quantitative formulas and techniques and set and monitor operational reporting metrics. The analyst will meet with teams throughout the organization and recommend business actions based on their findings including how to grow revenue, decrease costs, improve profitability, and when to place purchase orders.


Duties and responsibilities

  • Prepare and maintain monthly, quarterly, and annual business unit and departmental budgets
  • Report on company performance vs. budget
  • Properly assess the financial state of the different business units of the company
  • Create operational and financial reporting dashboards
  • Conduct demand planning and recommend purchase orders
  • Secure highly sensitive and confidential financial data and information
  • Compile detailed financial reports using calculations, data, and other client-provided information
  • Use information to assemble extensive financial databases
  • Suggest and create financial action plans for the different business units of the company
  • Forecasting and budgeting for the different business units of the company

Qualifications

  • At least 2years of financial planning and strategizing experience
  • At least 2years experience working for medium to large scale companies
  • Proficient in data analysis
  • Proficient in Quickbooks
  • Excellent written and verbal English communication skills
  • Ability to perform research and compile reports
  • Extensive risk management skills
  • Ability to track and plan budgets
  • Experience forecasting and analyzing data

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+30d

Financial Analyst II

PathwaysFredericksburg, VA
sqlc++

Pathways is hiring a Remote Financial Analyst II

Are you interested in working with a company that values people and has a passion for service?  Do you want to become part of an organization that cares about your personal and professional growth?   If you have answered YES to these questions, then you should consider working for Pathways!


About Us:


Pathways℠ is one of the largest providers of behavioral and mental health services in the United States. Originally founded in 1997 as Providence Service Corporation, and subsequently acquired by Atar Capital in 2018, Pathways’ mission is to improve the lives of people by inspiring personal growth, health and wellness. The organization offers a full spectrum of social services and behavioral health solutions, including mental health support, youth and family services, adult services and prevention services, to clients in their homes or through telehealth and community-based resources. The company also offers employer-based programs to help employees manage stress, anxiety and other behavioral health challenges through Pathways at Work, a series of customized workplace health and well–being seminars, webinars and other resources for employees.


About Your Role:


The Financial Analyst II, under the direct supervision of the Senior Financial Analyst, will perform financial and business related research and analytics, such as: preparation of forecasts and/or analysis of financial reports, records, and trends, and developing and maintaining monthly, quarterly, and yearly financial reporting, as well as spreadsheets and databases to facilitate analysis and reporting.  This position will also be responsible for conducting and documenting financial analysis projects. 


Essential Duties and Responsibilities:


  • Compile and analyze financial and clinical information to assist in operations and reconciliation, including but not limited to, analysis and reconciliation of enrollment, state & member funding, claims payments and other key data points.  
  • Prepare integrated financial analysis and reports to management on a timely and accurate basis, including trend identification
  • Conduct financial and business related analyses and research including the preparation of forecasts and/or analysis of trends
  • Prepare with operations and financial leadership standardized monthly, quarterly and annual cycles around budgeting, forecasting and reporting
  • Build and maintain revenue and expense models for company
  • Communicate with other departments and/or outside agencies to resolve problems
  • Perform technical analysis to determine present and future financial performance. 
  • Gather, analyze, prepare and summarize recommendations for financial plans and operating forecasts
  • Advise management of expected outcomes and recommend ways to improve the expected outcomes
  • Conduct presentation to all levels of management in order to provide a summary of analysis regarding financial results and trends
  • Communicate with management as to project status and completion deadlines
  • Analyze, evaluate and interpret appropriate financial, clinical and statistical data
  • Develop and/or document business policies
  • Conduct special financial and business related studies
  • Cooperate with other departments in the preparation of analyses
  • Develop and maintain spreadsheets and databases
  • Utilize PC and/or mainframe based systems and software, compile and prepare reports, graphs and charts of data developed
  • Participate financial analysis projects including the preparation of ad hoc reports; to include but not limited to; gathering of data, analysis, documentation of findings, and calculation of results and generation of reports for distribution
  • Assist with training and management of entry level financial analyst(s) on team
  • Perform other duties, as assigned


Other Duties:


  • Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 


Physical Aspects:


  • 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.
  • While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; and talk or hear.  The employee is occasionally required to reach with hands and arms and stoop, kneel, crouch, or crawl.  The employee must occasionally lift and/or move up to 25 pounds.  


Work Environment:


  • The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • The noise level in the work environment is usually moderate.


Required Education and Experience:


  • Bachelor’s Degree
  • 2-4 years’ experience in Accounting, and/or Finance
  • 2-4 years’ experience in Analytics with SQL and/or SAS experience
  • Experience with MS Excel, MS Access, and MS PowerPoint
  • Strong communication skills. Must be comfortable presenting findings and offering recommendations to senior management.


Preferred Education and Experience:


  • Advanced Degree (MBA or similar) 
  • Strong understanding of health care data including claims, encounters, membership etc.


Qualifications:


  • Language Skills
    • Ability to read, analyze, and interpret complex documents.  
    • Ability to communicate effectively verbally and in writing with wide groups of directors and.  Ability to make effective presentations.
  • Reasoning Ability
    • Ability to collect data, establish facts, and draw valid conclusions. 
    • Ability to interpret instructions and deal with several variables. 


Additional Eligibility Qualifications:


  • Strong written and oral communication skills
  • Strong relationship building skills
  • Client focused with strong business acumen 
  • Self-starter with the ability to work under pressure independently and as part of a team
  • Ability to think strategically and act proactively to create strong trust and confidence with business units
  • Strong innovative problem-solving capabilities  


Perks of Working Full-Time with Pathways:


  • Competitive Salary
  • Access to Daily Pay: Get instant access to daily earnings and never wait for payday again!
  • Paid Vacation Days
  • Paid Sick Days
  • Holidays
  • Medical, Dental, Vision including a Health Savings Account
  • Health, Dependent and Transportation Flexible Spending Accounts
  • Basic and Optional Life Insurance for Employee, Spouse and/or Dependents
  • 401 K with employer contribution (“50% of the first 6% of eligible compensation up to an annual maximum of $750”)
  • Mileage & Cell Phone Reimbursement
  • Training, Development and Continuing Education Credits for licensure requirements
  • Opportunities for advancement! As we grow, you grow with us!


If you're #readytowork Pathways is #readytohire!

 
Not the job you’re looking for?


Pathways has a variety of positions in various locations; please go to https://corporate.careerplug.com/jobs?locale=en-US

 
To Learn More About Us:


Pathways @ http://www.pathways.com/mission-vision-and-values/
Pathways @ https://www.pathways.com/
 

Pathways is an equal opportunity employer with a commitment to diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity, disability, veteran status or any other protected characteristic.



We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.





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+30d

Senior Financial Analyst

Lighthouse LabsRemote, Ontario, Canada
c++

Lighthouse Labs is hiring a Remote Senior Financial Analyst

Do you dream about financials and data? Lighthouse Labs (LHL) is looking to welcome a new Senior Financial Analyst to drive world class strategic and financial planning models. The Senior Financial Analyst will operate in a fast-paced environment and support teams to help boost business decisions.You will be directly involved in managing various planning cycles including, monthly projections, variance analysis and financial planning. The Senior Financial Analyst will be expected to dig deep and leverage our internal systems and data to uncover trends and drivers of financial performance. Modeling near to actual projections and tracking against LHL’s financial KPIs will be critical for success in this role.


Key deliverables and frequency required by the Senior Financial Analyst:

  • Monthly:Bottom Up projections & related scenarios, Department Spend Reports, Revenue Climb, Variance Analysis
  • Quarterly:Risk Matrix, Free Cash Flow Analysis
  • Annual:Top down 5 year projections, Bottom Up projections 
  • Ad hoc:Profitability reports at the project, product level and/or department level.


What you’ll be doing:

Projections Build & Maintenance:

  • Update monthly bottom up projections (P&L, Cash Flow & Balance Sheet Statements) through our modeling platform, Causal. 
  • Develop the annual bottom up budget for all functional departments and top down budget for C-Suite in cooperation with the Director of Finance.
  • Undertake variance analysis on a monthly basis and report on key variances, including adjusting models to reflect findings. 
  • Adhere to strict reporting deadlines for updating projections and variance analysis.
  • Streamline and improve our budgeting process, including developing processes around gathering input and feedback from revenue generating teams.
  • Organize department budget meetings on a monthly basis.
  • Monitor firm wide and departmental KPIs and prepare dashboards.

Reporting:

  • Assess revenue in the pipeline against target revenues and report monthly through our formal “Revenue Climb” report.
  • Monitor lender covenants (financial and non-financial) and stress test for new lending or investment opportunities.
  • Assist in balance sheet account reconciliations for complex accounts.
  • Participate in cross-functional reporting and support ad hoc analysis as needed.
  • Draft internal memorandums to assess recognition criteria for complex accounting transactions.

Project Accounting:

  • Drive cost allocations at the product and business segment level.
  • Undertake profitability analysis at the product and business segment level.


What we need from you:

  • 2+ years experience in financial modeling and cost analysis.
  • 6+ years experience in accounting/finance.
  • Must have a CFA or CPA designation.
  • Proven experience in preparing financial consolidations.
  • Experience in a complex, international organization is a plus.
  • Must have proficiency in Google Sheets or Excel.
  • Demonstrated ability to manage multiple priorities and deadlines.
  • Self starter attitude with minimal supervision.
  • Must be comfortable with change and have a mindset of continuous improvement.
  • Extensive knowledge of accounting standards, fiscal procedures, and applicable tax codes (Knowledge in the US jurisdiction would be an asset)

 

Why you’ll love it here:

  • The opportunity to see first hand how financials can inform operating and investment decisions.
  • Our projections apply ‘textbook’ management accounting principles to drive financials and this is a rare sighting, even in large scale organizations.
  • Our founders are data driven, which will only challenge you!
  • Fast-paced culture focused on continuous learning and growth
  • 4 WEEKS PTO! (15 vacation days, 5 personal days)
  • Unlimited sick days
  • Hybrid workspace options
  • A remote working budget to get your home office up and running
  • A learning fund to support professional development
  • Flexible working hours
  • Employer-paid health benefits


About us: 

Lighthouse Labs was founded in 2013 with the mission to effectively and efficiently prepare the workforce with the analytical and technical skills necessary to succeed in a world of automation. With an initial focus on our open-enrolment developer bootcamp, we have grown into a leading provider of professional education services, delivering outstanding educational outcomes for our students. Our secret? Innovative curriculum, proprietary edtech, unique mentorship and career services and partnerships with government and industry leading organizations. We’re a bunch of quirky, inclusive and smart people who are changing lives by reimagining education - join us!


Lighthouse Labs is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All positions at this time are remote, and we welcome all applicants. Talk to us to find out about our learning fund and other perks!


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+30d

Financial Analyst

sqlB2B

Sectigo, Inc. is hiring a Remote Financial Analyst

Financial Analyst - Sectigo, Inc. - Career Page

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+30d

Financial Analyst - Remote

Claire Myers ConsultingChicago, IL Remote
5 years of experience

Claire Myers Consulting is hiring a Remote Financial Analyst - Remote

Our client is a top Wealth Management firm in the Chicago area that is looking for a Financial Analyst. This person would ideally be in the Chicago area but there is a remote option for the right person.

The Investment Operations Associate will be a member of a growing and successful holistic financial planning team. The Investment Operations Associate will be working under the direction of two Financial Advisors and will work diligently to create meaningful financial plans for clients.

CORE RESPONSIBILITIES

  • Preparing and processing all paperwork needed for investment accounts.
  • Maintaining client case files, performance reports, account forms and other paperwork required.
  • Preparing all materials for quarterly and annual reviews.
  • Preparing proposals and investment policy statements for advisory clients.
  • Creating and monitoring an activities system for account follow ups and service requirements.
  • Ensure facts are in place prior to investment decisions are being made
  • Thoroughly documenting and following case notes, thought process and analysis assumptions.
  • Collaborates with Advisor regarding allocation and planning strategies.

ACCOUNT SERVICES AND SUPPORT

  • Responding to back office inquiries.
  • Ensuring compliance requirements are implemented and followed.
  • Preparing client letters and other written communication as requested.
  • Expedites and tracks all account transfers, rollovers and mutual fund networking.
  • Control all service functions such as preparing letters instruction (e.g., asset/account transfers, beneficiary changes, etc.) for client signature, following up with clients to confirm receipt of forms or to collect outstanding paperwork for account management.
  • Gather internal information for the meeting with client/prospect.
  • Run MorningStar reports
  • Provide securities account valuations to clients and discuss account features and performance.

CLIENT RELATIONS

  • Working with clients to complete paperwork processing.
  • Provide ongoing service to clients, as needed (for investments and insurance).
  • Speak with clients/prospects to complete product applications and follow-up documentation.
  • Speak with clients for periodic account reviews, as appropriate.
  • Complete risk tolerance questionnaires with clients; assess accordingly.

Qualifications

  • Bachelor’s degree
  • 2-5 years of experience with investments
  • Series 7 license
  • Client service experience includes excellent oral and written communication skills.
  • Demonstrated organizational skills, ability to multitask, and time management skills with ability to set priorities and meet deadlines.
  • Strong attention to detail with the ability to work with a high degree of accuracy.
  • Demonstrated ability to maintain effective working relationships with clients.
  • To possess flexibility and camaraderie to work in a fast-paced team environment.
  • Ability to shift gears with priorities when dealing with an assertive and fast paced manager.
  • Able to balance the benefits of being lead, taking direction and working independently.
  • Ability to maintain confidentiality.

Compensation
$50,000-$60,000 base salary

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+30d

Financial Analyst - Chicago

5 years of experience

Claire Myers Consulting is hiring a Remote Financial Analyst - Chicago

Our client is a top Wealth Management firm in the Chicago area that is looking for a Financial Analyst. This person would ideally be in the Chicago area but there is a remote option for the right person.

The Investment Operations Associate will be a member of a growing and successful holistic financial planning team. The Investment Operations Associate will be working under the direction of two Financial Advisors and will work diligently to create meaningful financial plans for clients.

CORE RESPONSIBILITIES

  • Preparing and processing all paperwork needed for investment accounts.
  • Maintaining client case files, performance reports, account forms and other paperwork required.
  • Preparing all materials for quarterly and annual reviews.
  • Preparing proposals and investment policy statements for advisory clients.
  • Creating and monitoring an activities system for account follow ups and service requirements.
  • Ensure facts are in place prior to investment decisions are being made
  • Thoroughly documenting and following case notes, thought process and analysis assumptions.
  • Collaborates with Advisor regarding allocation and planning strategies.

ACCOUNT SERVICES AND SUPPORT

  • Responding to back office inquiries.
  • Ensuring compliance requirements are implemented and followed.
  • Preparing client letters and other written communication as requested.
  • Expedites and tracks all account transfers, rollovers and mutual fund networking.
  • Control all service functions such as preparing letters instruction (e.g., asset/account transfers, beneficiary changes, etc.) for client signature, following up with clients to confirm receipt of forms or to collect outstanding paperwork for account management.
  • Gather internal information for the meeting with client/prospect.
  • Run MorningStar reports
  • Provide securities account valuations to clients and discuss account features and performance.

CLIENT RELATIONS

  • Working with clients to complete paperwork processing.
  • Provide ongoing service to clients, as needed (for investments and insurance).
  • Speak with clients/prospects to complete product applications and follow-up documentation.
  • Speak with clients for periodic account reviews, as appropriate.
  • Complete risk tolerance questionnaires with clients; assess accordingly.

Qualifications

  • Bachelor’s degree
  • 2-5 years of experience with investments
  • Series 7 license
  • Client service experience includes excellent oral and written communication skills.
  • Demonstrated organizational skills, ability to multitask, and time management skills with ability to set priorities and meet deadlines.
  • Strong attention to detail with the ability to work with a high degree of accuracy.
  • Demonstrated ability to maintain effective working relationships with clients.
  • To possess flexibility and camaraderie to work in a fast-paced team environment.
  • Ability to shift gears with priorities when dealing with an assertive and fast paced manager.
  • Able to balance the benefits of being lead, taking direction and working independently.
  • Ability to maintain confidentiality.

Compensation
$50,000-$60,000 base salary

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+30d

Financial Analyst (Remote)

Loginsoft Consulting LLCKnoxville, TN Remote
2 years of experience

Loginsoft Consulting LLC is hiring a Remote Financial Analyst (Remote)

NOTE: THIS POSITION IS TO JOIN AS W2 ONLY.

Financial Analyst (Distribution Revenue Accounting)

Location: Knoxville, TN (REMOTE)

Duration: 4 Months

Notes:

  • Entry level- intermediate
  • Advanced Excel skills: vLookUp, index match, Formulas - and/or
  • Accounting degree

Description:The Financial Analyst, Distribution Revenue Accounting role specifically includes but is not limited to: updating complex financial models, maintaining the compliance process for a portfolio of accounts, financial & trending analysis, revenue recognition support, and audit interpretation.

Requirements:

  • BS/BA related discipline from an accredited university
  • Minimum of 2 years of experience and a strong understanding of US GAAP and SOX requirements
  • Technically proficient in MS Excel (ability to work with advanced formulas, manipulate and report on high volume data sets, analyze complex financial models, etc.)
  • Must have the legal right to work in the United States

It’s a plus if you have:

  • Revenue recognition (ASC 606) accounting experience
  • Media and telecommunications industry experience
  • Attention to detail, accuracy and strong organizational skills
  • Experience with SAP and Blackline
  • Excellent analytical skills and critical thinking
  • Demonstrated ability to create, maintain and enhance complex financial models in Excel
  • Ability to read and comprehend intricate legal agreements
  • Capable of working with sensitive and confidential topics
  • Ability to meet deadlines under pressure
  • Excellent written and verbal communication skills
  • Embraces change driven by evolving business initiatives and maintains positivity when time-sensitive milestones shift
  • Must be able to work collaboratively with cross-functional team members at all levels
  • Experience implementing best practices that require significant innovation for improving processes by applying advanced understanding of complex functional/technical and business issues and challenges

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