Financial and Investment Analysts
What do these filters mean?
- Intern You can apply while still in school.
- Entry-level Designed for new graduates.
- Mid-level Typically expects internship or 2-3 years of experience.
- Senior Established career role — usually 5+ years experience.
- Manager Leads a team of engineers, not an early-career role.
- Director Executive role — typically 10+ years of career experience.
- High School Diploma/Equivalent required; Bachelor's degree preferred
- Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
- At least 3-5 years of relevant experience in securities industry preferred
- FINRA licenses required within three months. State insurance licenses required
- As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
- At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
- Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)
- Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)
- Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
- Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
- Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
- Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
- Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
- Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
- Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
- Continually develop yourself to grow personally and professionally.
- 1+ years of finance experience
- 2+ years of Accounts Receivable or Account Payable experience
- 2+ years of applying key financial performance indicators (KPIs) to analyses experience
- Bachelor's degree in Finance, Accounting, Business, Economics or a highly analytical field (e.g., Engineering, Math, and Computer Science)
- Knowledge of standard software including Excel, Access, Oracle, Essbase, SQL and VBA skills
- Experience using data to influence business decisions
- Experience in corporate finance including budgeting/planning, forecasting and reporting
- 2+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience
- Experience in TM1, Data Warehouse and SQL
- Partner with stakeholders to develop automated solutions that streamline reporting and planning processes.
- Build and maintain financial reports and operational models that inform business decision-making and support customer forecasting.
- Extract and analyze complex financial data to ensure accuracy and completeness, cross-checking against multiple sources to maintain the highest standards.
- Implement process improvements and automation initiatives to reduce defects, enhance controllership, and scale team capabilities with measurable results.
- You'll start your day reviewing financial data and identifying automation opportunities that can enhance our planning processes. Throughout the day, you'll collaborate closely with stakeholders and our FinBI team to develop solutions that streamline reporting workflows. You'll dive deep into customer growth metrics, building models and reports that provide actionable insights for strategic decision-making. Your work directly impacts how we forecast customer trends and optimize our operations through innovative technology solutions.
- 3+ years of tax, finance or a related analytical field experience
- Bachelor's degree in engineering, statistics or business, or Bachelor's degree and 5+ years of quantitative role (engineering, process re-engineering, quality assurance) experience
- 3+ years of dissecting financial data and identifying patterns that support business strategy experience
- 3+ years of contributing to cross-functional initiatives that drive financial performance and strategy experience
- Experience applying key financial performance indicators (KPIs) to analyses
- Experience in financial modeling, P&L management or analysis
- Experience working with Data & AI related technologies, including, but not limited to, AI/ML, GenAI, Analytics, Database, and/or Storage
- 3+ years of capital markets or capital financing experience
- Build automated reporting to track performance of launched projects
- Research and build competitive analysis
- Drive process and analytical improvements as the business scales
- Support the monthly close process for infrastructure financing workstreams
- Support financial models including assumption updates, scenario runs and sensitivity analyses
- Assist ad-hoc financial analysis to support senior leadership requests
- Partner cross-functionality with business, legal, accounting and treasury teams
- Execute assigned analytical workstreams with guidance from senior team members, managing your time effectively across competing priorities
- Partner cross-functionally with Accounting, Tax, and Treasury to gather inputs and keep deliverables on track against tight deadlines
- Support process improvement efforts by flagging inefficiencies in recurring workflows and helping implement solutions defined by the team
- Apply structured thinking to break down ambiguous problems into clear analyses, surfacing findings and recommendations to your manage
- Actively build knowledge of infrastructure finance concepts, deal structures, and AWS planning processes to grow your scope of contribution over time
- 3+ years of tax, finance or a related analytical field experience
- 3+ years of contributing to cross-functional initiatives that drive financial performance and strategy experience
- 3+ years of dissecting financial data and identifying patterns that support business strategy experience
- Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science), or Bachelor's degree and 3+ years of quantitative role (engineering, process re-engineering, quality assurance) experience
- 4+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- 4+ years of applying key financial performance indicators (KPIs) to analyses experience
- 4+ years of creating process improvements with automation and analysis experience
- Develop and own end-to-end revenue reporting that tracks anomalies in revenue reporting.
- Deliver financial analysis that improves the accuracy of revenue estimates for the sales organization.
- Create high-quality reporting deliverables (weekly and monthly) that provide actionable insights.
- Partner with finance teams across multiple geographies and business units to reconcile estimates, identify revenue drivers, and ensure narrative consistency.
- Build automated solutions for revenue reporting leveraging AI capabilities.
- Your day begins reviewing revenue performance data and preparing leadership updates. You will collaborate with partners across sales and finance organizations to understand customer dynamics and validate recent trends. Throughout the day, you will improve financial models, build analytical tools to modernize reporting capabilities, and create insightful analyses that explain business performance. You will join meetings with senior finance leaders to present your recommendations, and dedicate time to developing new AI capabilities and best practices for revenue reporting and analysis across the team.
- MBA, CPA, CMA, or CFA designation preferred.
- Experience within a CRO, clinical research, pharmaceutical, biotechnology, or market access organization.
- Experience supporting project-based service businesses.
- Knowledge of revenue recognition principles and project accounting.
- Experience with ERP systems, financial planning tools, Power BI, Tableau, or similar reporting platforms.
- Familiarity with preclinical services, clinical trials, biostatistics, epidemiology, HEOR, market access, or evidence-generation consulting services.
- Contract Research Organizations (CROs)
- Clinical Research Services
- Biostatistics & Data Science Consulting
- Market Access & HEOR Consulting
- Pharmaceutical & Biotechnology Services
- Life Sciences Consulting
- Clinical Development Organizations
- Join a global leader in advanced analytics, biostatistics, clinical development, and evidence generation. As a Senior Financial Analyst supporting PBS, you will play a key role in helping drive financial performance and strategic growth across a rapidly evolving life sciences business that supports pharmaceutical and biotechnology clients worldwide.
Our client, a leading organization in the technology manufacturing sector, is seeking a Financial Analyst to join their team. As a Financial Analyst, you will be part of the Finance department supporting cross-functional teams including Operations, Procurement, and Business Leadership. The ideal can
- MBA, CPA, CMA, or CFA designation preferred.
- Experience within a CRO, clinical research, pharmaceutical, biotechnology, or market access organization.
- Experience supporting project-based service businesses.
- Knowledge of revenue recognition principles and project accounting.
- Experience with ERP systems, financial planning tools, Power BI, Tableau, or similar reporting platforms.
- Familiarity with preclinical services, clinical trials, biostatistics, epidemiology, HEOR, market access, or evidence-generation consulting services.
- Contract Research Organizations (CROs)
- Clinical Research Services
- Biostatistics & Data Science Consulting
- Market Access & HEOR Consulting
- Pharmaceutical & Biotechnology Services
- Life Sciences Consulting
- Clinical Development Organizations
- Join a global leader in advanced analytics, biostatistics, clinical development, and evidence generation. As a Senior Financial Analyst supporting PBS, you will play a key role in helping drive financial performance and strategic growth across a rapidly evolving life sciences business that supports pharmaceutical and biotechnology clients worldwide.
- Financial Analysis
- Budgeting and Financial Planning
- Decision Making
- Management Reporting
- Financial Operations
- Project Management
- Bachelor's degree in Accounting, Finance, or business related field preferred. Degree must be obtained through an accredited institution. Education is verified.
- Demonstrated experience in a role with budgeting and finance tracking responsibilities.
- Demonstrated experience in a role requiring effective project management skills, a high degree of accuracy, and sound decision making with limited supervision.
- Demonstrated experience using word processing, spreadsheet, database, internet and e-mail, and scheduling applications.
- Demonstrated experience in a role requiring effective verbal, written, and interpersonal communication skills.
- Four years of professional experience conducting and evaluating routine financial analysis preferred.
- Master's degree in Accounting, Finance, or business related field with two years of experience conducting and evaluating routine financial analysis preferred. Degree must be obtained through an accredited institution. Education is verified.
- Knowledge of Intermountain Healthcare finances and financial processes preferred.
- Strong experience with healthcare analytics preferred.
- Strong experience with STRATA preferred.
- Strong experience with Workday preferred.
- Ongoing need for employee to see and read information, documents, monitors, identify equipment and supplies, and be able to assess customer needs.
- Frequent interactions with providers, colleagues, customers, patients/clients, and visitors that require employee to verbally communicate as well as hear and understand spoken information, needs, and issues quickly and accurately.
- Manual dexterity of hands and fingers to manipulate complex and delicate equipment with precision and accuracy. This includes frequent computer use for typing, accessing needed information, etc.
- For roles requiring driving: Expected to drive a vehicle which requires sitting, seeing and reading signs, traffic signals, and other vehicles
- This position is involved in budgeting, strategic planning, variance, patient account and operations data, and ad-hoc analysis processes, which are used to ensure sound financial operations and producing financial planning and analytical solutions (financial forecasts, reports, dashboards, tools, etc.) for leadership and stakeholders across the organization that supports business or clinical initiatives. This position provides support in the development, analysis, and interpretation of a variety of routine to moderately complex data sources to support process improvement, operations, strategy, and cost reduction. Typically this position performs analysis on complex projects, following established procedures, under limited supervision. Provides subject matter expertise to ensure sound financial operations. May train or mentor other analysts.
- *We are committed to offering flexible work options where approved and stated in the job posting. However, we are currently not considering candidates who reside or plan to reside in the following states: California, Connecticut, Hawaii, Illinois, Massachusetts, Minnesota, New York, Pennsylvania, Rhode Island, Vermont, and Washington. Colorado for remote caregivers' whose assigned Intermountain facility or service area is not based in Colorado.
- *Please note that a video interview through Microsoft Teams will be required as well as potential onsite interviews and meetings
- Leads activities related to the to the budgeting, strategic planning, variance reporting, and ad-hoc analysis processes for a facility, region, division, or may work as part of a system-wide team.
- Leads in the completion of specifically defined tasks related to several routine and non-routine / complex functions (e.g. operating budget, capital budget, strategic planning, patient accounts and operations). Accountable for timely and accurate completion of assigned tasks.
- Leads in the preparation of financial analysis, variance reports, and ad hoc reports. Works with internal customers to develop and prepare quantitative reports using data sources to analyze clinical and operational issues.
- Acts as a technical expert and resource for others on financial systems and processes. Acts as a problem solver and mentor for others.
- Leads in the preparation and review of financial analysis, variance reports, and ad hoc reports. Collects data from various Intermountain Healthcare data sources. Coordinates with others in gathering information, scheduling processes, and communicating issues.
- Performs tasks requiring an in-depth analysis to identify financial trends and economic and business forecasts of reporting outcomes and variances under moderate to minimum supervisory direction.
- Create and maintain databases, using knowledge of database software, for collection and tracking of data as it relates to performance measurement
- MBA, CPA, CMA, or CFA designation preferred.
- Experience within a CRO, clinical research, pharmaceutical, biotechnology, or market access organization.
- Experience supporting project-based service businesses.
- Knowledge of revenue recognition principles and project accounting.
- Experience with ERP systems, financial planning tools, Power BI, Tableau, or similar reporting platforms.
- Familiarity with preclinical services, clinical trials, biostatistics, epidemiology, HEOR, market access, or evidence-generation consulting services.
- Contract Research Organizations (CROs)
- Clinical Research Services
- Biostatistics & Data Science Consulting
- Market Access & HEOR Consulting
- Pharmaceutical & Biotechnology Services
- Life Sciences Consulting
- Clinical Development Organizations
- Join a global leader in advanced analytics, biostatistics, clinical development, and evidence generation. As a Senior Financial Analyst supporting PBS, you will play a key role in helping drive financial performance and strategic growth across a rapidly evolving life sciences business that supports pharmaceutical and biotechnology clients worldwide.
- Financial Analysis
- Budgeting and Financial Planning
- Decision Making
- Management Reporting
- Financial Operations
- Project Management
- Bachelor's degree in Accounting, Finance, or business related field preferred. Degree must be obtained through an accredited institution. Education is verified.
- Demonstrated experience in a role with budgeting and finance tracking responsibilities.
- Demonstrated experience in a role requiring effective project management skills, a high degree of accuracy, and sound decision making with limited supervision.
- Demonstrated experience using word processing, spreadsheet, database, internet and e-mail, and scheduling applications.
- Demonstrated experience in a role requiring effective verbal, written, and interpersonal communication skills.
- Four years of professional experience conducting and evaluating routine financial analysis preferred.
- Master's degree in Accounting, Finance, or business related field with two years of experience conducting and evaluating routine financial analysis preferred. Degree must be obtained through an accredited institution. Education is verified.
- Knowledge of Intermountain Healthcare finances and financial processes preferred.
- Strong experience with healthcare analytics preferred.
- Strong experience with STRATA preferred.
- Strong experience with Workday preferred.
- Ongoing need for employee to see and read information, documents, monitors, identify equipment and supplies, and be able to assess customer needs.
- Frequent interactions with providers, colleagues, customers, patients/clients, and visitors that require employee to verbally communicate as well as hear and understand spoken information, needs, and issues quickly and accurately.
- Manual dexterity of hands and fingers to manipulate complex and delicate equipment with precision and accuracy. This includes frequent computer use for typing, accessing needed information, etc.
- For roles requiring driving: Expected to drive a vehicle which requires sitting, seeing and reading signs, traffic signals, and other vehicles
- This position is involved in budgeting, strategic planning, variance, patient account and operations data, and ad-hoc analysis processes, which are used to ensure sound financial operations and producing financial planning and analytical solutions (financial forecasts, reports, dashboards, tools, etc.) for leadership and stakeholders across the organization that supports business or clinical initiatives. This position provides support in the development, analysis, and interpretation of a variety of routine to moderately complex data sources to support process improvement, operations, strategy, and cost reduction. Typically this position performs analysis on complex projects, following established procedures, under limited supervision. Provides subject matter expertise to ensure sound financial operations. May train or mentor other analysts.
- *We are committed to offering flexible work options where approved and stated in the job posting. However, we are currently not considering candidates who reside or plan to reside in the following states: California, Connecticut, Hawaii, Illinois, Massachusetts, Minnesota, New York, Pennsylvania, Rhode Island, Vermont, and Washington. Colorado for remote caregivers' whose assigned Intermountain facility or service area is not based in Colorado.
- *Please note that a video interview through Microsoft Teams will be required as well as potential onsite interviews and meetings
- Leads activities related to the to the budgeting, strategic planning, variance reporting, and ad-hoc analysis processes for a facility, region, division, or may work as part of a system-wide team.
- Leads in the completion of specifically defined tasks related to several routine and non-routine / complex functions (e.g. operating budget, capital budget, strategic planning, patient accounts and operations). Accountable for timely and accurate completion of assigned tasks.
- Leads in the preparation of financial analysis, variance reports, and ad hoc reports. Works with internal customers to develop and prepare quantitative reports using data sources to analyze clinical and operational issues.
- Acts as a technical expert and resource for others on financial systems and processes. Acts as a problem solver and mentor for others.
- Leads in the preparation and review of financial analysis, variance reports, and ad hoc reports. Collects data from various Intermountain Healthcare data sources. Coordinates with others in gathering information, scheduling processes, and communicating issues.
- Performs tasks requiring an in-depth analysis to identify financial trends and economic and business forecasts of reporting outcomes and variances under moderate to minimum supervisory direction.
- Create and maintain databases, using knowledge of database software, for collection and tracking of data as it relates to performance measurement
- MBA, CPA, CMA, or CFA designation preferred.
- Experience within a CRO, clinical research, pharmaceutical, biotechnology, or market access organization.
- Experience supporting project-based service businesses.
- Knowledge of revenue recognition principles and project accounting.
- Experience with ERP systems, financial planning tools, Power BI, Tableau, or similar reporting platforms.
- Familiarity with preclinical services, clinical trials, biostatistics, epidemiology, HEOR, market access, or evidence-generation consulting services.
- Contract Research Organizations (CROs)
- Clinical Research Services
- Biostatistics & Data Science Consulting
- Market Access & HEOR Consulting
- Pharmaceutical & Biotechnology Services
- Life Sciences Consulting
- Clinical Development Organizations
- Join a global leader in advanced analytics, biostatistics, clinical development, and evidence generation. As a Senior Financial Analyst supporting PBS, you will play a key role in helping drive financial performance and strategic growth across a rapidly evolving life sciences business that supports pharmaceutical and biotechnology clients worldwide.
- Financial Analysis
- Budgeting and Financial Planning
- Decision Making
- Management Reporting
- Financial Operations
- Project Management
- Bachelor's degree in Accounting, Finance, or business related field preferred. Degree must be obtained through an accredited institution. Education is verified.
- Demonstrated experience in a role with budgeting and finance tracking responsibilities.
- Demonstrated experience in a role requiring effective project management skills, a high degree of accuracy, and sound decision making with limited supervision.
- Demonstrated experience using word processing, spreadsheet, database, internet and e-mail, and scheduling applications.
- Demonstrated experience in a role requiring effective verbal, written, and interpersonal communication skills.
- Four years of professional experience conducting and evaluating routine financial analysis preferred.
- Master's degree in Accounting, Finance, or business related field with two years of experience conducting and evaluating routine financial analysis preferred. Degree must be obtained through an accredited institution. Education is verified.
- Knowledge of Intermountain Healthcare finances and financial processes preferred.
- Strong experience with healthcare analytics preferred.
- Strong experience with STRATA preferred.
- Strong experience with Workday preferred.
- Ongoing need for employee to see and read information, documents, monitors, identify equipment and supplies, and be able to assess customer needs.
- Frequent interactions with providers, colleagues, customers, patients/clients, and visitors that require employee to verbally communicate as well as hear and understand spoken information, needs, and issues quickly and accurately.
- Manual dexterity of hands and fingers to manipulate complex and delicate equipment with precision and accuracy. This includes frequent computer use for typing, accessing needed information, etc.
- For roles requiring driving: Expected to drive a vehicle which requires sitting, seeing and reading signs, traffic signals, and other vehicles
- This position is involved in budgeting, strategic planning, variance, patient account and operations data, and ad-hoc analysis processes, which are used to ensure sound financial operations and producing financial planning and analytical solutions (financial forecasts, reports, dashboards, tools, etc.) for leadership and stakeholders across the organization that supports business or clinical initiatives. This position provides support in the development, analysis, and interpretation of a variety of routine to moderately complex data sources to support process improvement, operations, strategy, and cost reduction. Typically this position performs analysis on complex projects, following established procedures, under limited supervision. Provides subject matter expertise to ensure sound financial operations. May train or mentor other analysts.
- *We are committed to offering flexible work options where approved and stated in the job posting. However, we are currently not considering candidates who reside or plan to reside in the following states: California, Connecticut, Hawaii, Illinois, Massachusetts, Minnesota, New York, Pennsylvania, Rhode Island, Vermont, and Washington. Colorado for remote caregivers' whose assigned Intermountain facility or service area is not based in Colorado.
- *Please note that a video interview through Microsoft Teams will be required as well as potential onsite interviews and meetings
- Leads activities related to the to the budgeting, strategic planning, variance reporting, and ad-hoc analysis processes for a facility, region, division, or may work as part of a system-wide team.
- Leads in the completion of specifically defined tasks related to several routine and non-routine / complex functions (e.g. operating budget, capital budget, strategic planning, patient accounts and operations). Accountable for timely and accurate completion of assigned tasks.
- Leads in the preparation of financial analysis, variance reports, and ad hoc reports. Works with internal customers to develop and prepare quantitative reports using data sources to analyze clinical and operational issues.
- Acts as a technical expert and resource for others on financial systems and processes. Acts as a problem solver and mentor for others.
- Leads in the preparation and review of financial analysis, variance reports, and ad hoc reports. Collects data from various Intermountain Healthcare data sources. Coordinates with others in gathering information, scheduling processes, and communicating issues.
- Performs tasks requiring an in-depth analysis to identify financial trends and economic and business forecasts of reporting outcomes and variances under moderate to minimum supervisory direction.
- Create and maintain databases, using knowledge of database software, for collection and tracking of data as it relates to performance measurement
- Bachelor's degree with 8+ years finance experience. MBA a plus
- Knowledge of Cloud Technology and Infrastructure and/or experience supporting engineering preferred but not required
- Excellent communicator that can work cross functionally (engineering, finance, supply chain, operations, etc.) and with all levels of the organization
- Results driven, and able to translate ideas into operational plans and achieve valuable results
- Track record of using data insights to help drive decision-making
- Strong collaboration skills with the ability to influence others without direct authority
- Ability to deal with ambiguity and uncertainty in a business that evolves at a hyper pace
- Excellent analytic and critical thinking skills with a strong attention to detail
- Self-directed and proactive with ability to multi-task and take ownership of work
- Familiarity with AI-driven tools and the ability to leverage advanced prompting techniques to enhance reporting, dashboards, and financial insights
- *Principal Finance Analyst - OCI - Product Lead
- Oracle Cloud Infrastructure (OCI) is one of the fastest growing and most strategic businesses at Oracle, powering the next generation of enterprise, cloud-native, and AI workloads. Within OCI Finance, the Workload Health team plays a critical role in shaping the financial strategy and performance of the business-partnering directly with Product and Engineering leaders to drive efficient, scalable growth.
- This role is a key partner to the Compute product and engineering organizations. As part of the IaaS Workload Health team, you will support end-to-end financial ownership, delivering insights that influence product strategy, investment decisions, and operational efficiency. You'll operate at the intersection of finance, technology, and data-translating complex infrastructure dynamics into clear, actionable business insights. We are looking for an enthusiastic finance analyst with a data driven mindset, modeling capabilities, and strong inter-personal skills.
- Develop scenario-based financial and business models, with an emphasis on product level insights
- Perform competitive analysis, pricing, and cost modeling for NPI (new product introduction)
- Link business strategy to financial reporting at various levels (from a discrete service to overall offerings) using Key Performance Indicators and goal setting
- Understand and influence investment decisions through detailed financial analysis
- Drive overall gross margin optimization efforts through deep analysis of the various business, financial, and other operational drivers
- Own all financial ROB activities (such as planning and budgeting cycles) in line with corporate and business requirements
- Participate and contribute to broader Sales & Operations Planning (S&OP) to ensure capacity investments are made at the right place, right time, and are the right size
- Embed deeply with engineering leaders and their teams and become their trusted adviso
- Drive policies and procedures that monitor and support the organization's operational and business objectives\#LI-MS1
- High School Diploma/Equivalent required; Bachelor's degree preferred
- Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
- At least 3-5 years of relevant experience in securities industry preferred
- FINRA licenses required within three months. State insurance licenses required
- As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
- At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
- Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)
- Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)
- Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
- Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
- Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
- Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
- Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
- Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
- Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
- Continually develop yourself to grow personally and professionally.
- *Candidates should have at least one of the four qualifications bullets listed below:
- A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
- Financial services and/or sales experience
- Financial services registration, licensing, or certification
- Professional and/or military career progression
- SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
- FINRA registrations required within three months. State insurance licenses will be required.
- As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
- At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
- Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)
- Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)
- Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
- Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
- Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
- Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
- Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
- ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
- ² As your new asset compensation and commissions increase over the first five years, salary will decrease
- Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
- *What characteristics would make you a successful financial advisor?
- An interest in financial services/markets and how they work
- Love of learning and challenges, including determination to succeed
- Skilled in long-term relationship building
- Comfortable in your ability to think critically
- Passion for new opportunities
- *Can you see yourself...
- Learning to be a financial advisor through our comprehensive training program?
- Delivering personalized investment and financial solutions to your clients?
- Taking ownership of your business's growth and success?
- Meeting professional and personal objectives as they relate to building your practice?
- Working in and positively impacting your local community?
- *Candidates should have at least one of the four qualifications bullets listed below:
- A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
- Financial services and/or sales experience
- Financial services registration, licensing, or certification
- Professional and/or military career progression
- SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
- FINRA registrations required within three months. State insurance licenses will be required.
- As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
- At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
- Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)
- Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)
- Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
- Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
- Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
- Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
- Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
- ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
- ² As your new asset compensation and commissions increase over the first five years, salary will decrease
- Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
- *What characteristics would make you a successful financial advisor?
- An interest in financial services/markets and how they work
- Love of learning and challenges, including determination to succeed
- Skilled in long-term relationship building
- Comfortable in your ability to think critically
- Passion for new opportunities
- *Can you see yourself...
- Learning to be a financial advisor through our comprehensive training program?
- Delivering personalized investment and financial solutions to your clients?
- Taking ownership of your business's growth and success?
- Meeting professional and personal objectives as they relate to building your practice?
- Working in and positively impacting your local community?
- Bachelor's degree with 8+ years finance experience. MBA a plus
- Knowledge of Cloud Technology and Infrastructure and/or experience supporting engineering preferred but not required
- Excellent communicator that can work cross functionally (engineering, finance, supply chain, operations, etc.) and with all levels of the organization
- Results driven, and able to translate ideas into operational plans and achieve valuable results
- Track record of using data insights to help drive decision-making
- Strong collaboration skills with the ability to influence others without direct authority
- Ability to deal with ambiguity and uncertainty in a business that evolves at a hyper pace
- Excellent analytic and critical thinking skills with a strong attention to detail
- Self-directed and proactive with ability to multi-task and take ownership of work
- Familiarity with AI-driven tools and the ability to leverage advanced prompting techniques to enhance reporting, dashboards, and financial insights
- *Principal Finance Analyst - OCI - Product Lead
- Oracle Cloud Infrastructure (OCI) is one of the fastest growing and most strategic businesses at Oracle, powering the next generation of enterprise, cloud-native, and AI workloads. Within OCI Finance, the Workload Health team plays a critical role in shaping the financial strategy and performance of the business-partnering directly with Product and Engineering leaders to drive efficient, scalable growth.
- This role is a key partner to the Compute product and engineering organizations. As part of the IaaS Workload Health team, you will support end-to-end financial ownership, delivering insights that influence product strategy, investment decisions, and operational efficiency. You'll operate at the intersection of finance, technology, and data-translating complex infrastructure dynamics into clear, actionable business insights. We are looking for an enthusiastic finance analyst with a data driven mindset, modeling capabilities, and strong inter-personal skills.
- Develop scenario-based financial and business models, with an emphasis on product level insights
- Perform competitive analysis, pricing, and cost modeling for NPI (new product introduction)
- Link business strategy to financial reporting at various levels (from a discrete service to overall offerings) using Key Performance Indicators and goal setting
- Understand and influence investment decisions through detailed financial analysis
- Drive overall gross margin optimization efforts through deep analysis of the various business, financial, and other operational drivers
- Own all financial ROB activities (such as planning and budgeting cycles) in line with corporate and business requirements
- Participate and contribute to broader Sales & Operations Planning (S&OP) to ensure capacity investments are made at the right place, right time, and are the right size
- Embed deeply with engineering leaders and their teams and become their trusted adviso
- Drive policies and procedures that monitor and support the organization's operational and business objectives\#LI-MS1
- Bachelor's degree with 8+ years finance experience. MBA a plus
- Knowledge of Cloud Technology and Infrastructure and/or experience supporting engineering preferred but not required
- Excellent communicator that can work cross functionally (engineering, finance, supply chain, operations, etc.) and with all levels of the organization
- Results driven, and able to translate ideas into operational plans and achieve valuable results
- Track record of using data insights to help drive decision-making
- Strong collaboration skills with the ability to influence others without direct authority
- Ability to deal with ambiguity and uncertainty in a business that evolves at a hyper pace
- Excellent analytic and critical thinking skills with a strong attention to detail
- Self-directed and proactive with ability to multi-task and take ownership of work
- Familiarity with AI-driven tools and the ability to leverage advanced prompting techniques to enhance reporting, dashboards, and financial insights
- *Principal Finance Analyst - OCI - Product Lead
- Oracle Cloud Infrastructure (OCI) is one of the fastest growing and most strategic businesses at Oracle, powering the next generation of enterprise, cloud-native, and AI workloads. Within OCI Finance, the Workload Health team plays a critical role in shaping the financial strategy and performance of the business-partnering directly with Product and Engineering leaders to drive efficient, scalable growth.
- This role is a key partner to the Compute product and engineering organizations. As part of the IaaS Workload Health team, you will support end-to-end financial ownership, delivering insights that influence product strategy, investment decisions, and operational efficiency. You'll operate at the intersection of finance, technology, and data-translating complex infrastructure dynamics into clear, actionable business insights. We are looking for an enthusiastic finance analyst with a data driven mindset, modeling capabilities, and strong inter-personal skills.
- Develop scenario-based financial and business models, with an emphasis on product level insights
- Perform competitive analysis, pricing, and cost modeling for NPI (new product introduction)
- Link business strategy to financial reporting at various levels (from a discrete service to overall offerings) using Key Performance Indicators and goal setting
- Understand and influence investment decisions through detailed financial analysis
- Drive overall gross margin optimization efforts through deep analysis of the various business, financial, and other operational drivers
- Own all financial ROB activities (such as planning and budgeting cycles) in line with corporate and business requirements
- Participate and contribute to broader Sales & Operations Planning (S&OP) to ensure capacity investments are made at the right place, right time, and are the right size
- Embed deeply with engineering leaders and their teams and become their trusted adviso
- Drive policies and procedures that monitor and support the organization's operational and business objectives\#LI-MS1
- Bachelor's degree with 8+ years finance experience. MBA a plus
- Knowledge of Cloud Technology and Infrastructure and/or experience supporting engineering preferred but not required
- Excellent communicator that can work cross functionally (engineering, finance, supply chain, operations, etc.) and with all levels of the organization
- Results driven, and able to translate ideas into operational plans and achieve valuable results
- Track record of using data insights to help drive decision-making
- Strong collaboration skills with the ability to influence others without direct authority
- Ability to deal with ambiguity and uncertainty in a business that evolves at a hyper pace
- Excellent analytic and critical thinking skills with a strong attention to detail
- Self-directed and proactive with ability to multi-task and take ownership of work
- Familiarity with AI-driven tools and the ability to leverage advanced prompting techniques to enhance reporting, dashboards, and financial insights
- *Principal Finance Analyst - OCI - Product Lead
- Oracle Cloud Infrastructure (OCI) is one of the fastest growing and most strategic businesses at Oracle, powering the next generation of enterprise, cloud-native, and AI workloads. Within OCI Finance, the Workload Health team plays a critical role in shaping the financial strategy and performance of the business-partnering directly with Product and Engineering leaders to drive efficient, scalable growth.
- This role is a key partner to the Compute product and engineering organizations. As part of the IaaS Workload Health team, you will support end-to-end financial ownership, delivering insights that influence product strategy, investment decisions, and operational efficiency. You'll operate at the intersection of finance, technology, and data-translating complex infrastructure dynamics into clear, actionable business insights. We are looking for an enthusiastic finance analyst with a data driven mindset, modeling capabilities, and strong inter-personal skills.
- Develop scenario-based financial and business models, with an emphasis on product level insights
- Perform competitive analysis, pricing, and cost modeling for NPI (new product introduction)
- Link business strategy to financial reporting at various levels (from a discrete service to overall offerings) using Key Performance Indicators and goal setting
- Understand and influence investment decisions through detailed financial analysis
- Drive overall gross margin optimization efforts through deep analysis of the various business, financial, and other operational drivers
- Own all financial ROB activities (such as planning and budgeting cycles) in line with corporate and business requirements
- Participate and contribute to broader Sales & Operations Planning (S&OP) to ensure capacity investments are made at the right place, right time, and are the right size
- Embed deeply with engineering leaders and their teams and become their trusted adviso
- Drive policies and procedures that monitor and support the organization's operational and business objectives\#LI-MS1
- Bachelor's degree in Business, Finance, Accounting or related field and/or equivalent experience
- Effective verbal and written communication skills
- Outstanding attention to details, problem solving, and analytical skills
- Track record of process improvement and automation delivery
- 2+ years of experience in the gas and/or electric industry
- Demonstrated ability to
- Responsible for maintaining the integrity of data within PSE's Energy Trade Risk Management (ETRM) applications and Environmental Attributes Management Systems. Performs reconciliations of commodity transactions, environmental attribute transactions and analyzes mark-to-market (MtM) changes for the gas and power portfolios. Responsible for managing the portfolio of enabling agreements, collaterals and counterparty relationships that support wholesale trading, resource acquisition and transmission etc.Monitors counterparty credit exposure and exchange margin accounts to mitigate default risk and address market liquidity constraints.Cultivate strong relationships with trading and accounting teams to deliver comprehensive solutions.Possesses strong curiosity, process improvement mindset and automation skill sets.
- Upholds the safety compliance standards inherent in PSE's operating and/or field procedures related to work responsibilities. Promotes and supports a culture of total safety.
- Demonstrates commitment to conduct business honestly, ethically and consistent with our core values and Code of Conduct. Ensures duties are performed in accordance with all regulatory compliance obligations.
- Conducts credit reviews on trading, resource acquisition and transmission counterparties assessing counterparty credit limits based on creditworthiness, operational needs and collateral posted.
- Manages environmental attribute (RECs, CFS, RNG, RTC etc.), including but not limited to attribute credit generation, transfer and retirement as well as all required reporting and data requests etc.
- Performs daily transaction audit, identify material changes, verify and correct discrepancies and monitor remediation as necessary
- Assists in review of margin accounts and distributes EOD collateral forecasts
- Monitors daily credit exposures, notify traders when the thresholds are being approached and address limit or restriction exceedances by formulating appropriate mitigation plans
- Monitors counterparty credit health in real-time and address any material deteriorations
- Works with external vendors and IT to troubleshoot issues related to credit models and ETRMS systems
- Builds ad-hoc reports (Excel, PowerBI, Python, SQL etc.) per the team's needs and management direction
- Acts as a liaison between the Mid-office and trading on credit related issues
- Ensures daily transactions are confirmed and all tracking spreadsheets are updated in an accurate, timely and reliable manner, meeting SOX requirements
- Manage permits/certificates/reporting required for natural gas import/export and gas recall etc.
- May be required to work with legal counsel in the negotiations of NDAs, collateral agreements, new enabling agreements and contract novations
- Performs other duties as assigned.
- Bachelor's degree in Business, Finance, Economics, Statistics, or another quantitative field, or equivalent practical experience.
- Certified Public Accountant (CPA) certification or experience in auditing.
- 7 years of experience in financial planning and analysis (FP&A), consulting, or a related function, or an advanced degree.
- Experience executing full-cycle financial planning and analysis functions including budgeting, forecasting, variance analysis, and modeling within a multinational company setting.
- Experience with building data infrastructure (e.g., designing architecture, building data pipelines, implementing scalable monitoring) and implementing reporting solutions.
- Experience in developing strategies in fast-moving engaged environments, impeccable business judgment for resource allocation decisions to achieve the desired business outcome.
- Leadership experience with complex strategic and operational initiatives, across multiple products, functions, and geographies.
- Ability to work with data to produce analysis, influencing decision making with numerical analysis and generating insights.
- Ability to take ownership, confidence to interact with all levels, set objectives, drive results, and be a team player.
- The Revenue tower within the Google Cloud Finance Optimization Office is a nimble group of subject matter experts who positively shape the systems and data landscape for the Cloud organization as it relates to Revenue, Bookings, Backlog and Sales Compensation. As a member of this team, you'll leverage your finance, accounting, systems architecture, and production support knowledge to work with cross-functional organizations (Finance, Engineering, Sales, etc.) to develop/enhance solutions for Cloud financial processes or to enable the Cloud business to expand into new products, regions, or business models while remaining compliant with financial responsibilities. You will move fast while keeping your attention to detail, and you tap into your problem-solving skills to support Google Cloud's business objectives.
- The US base salary range for this full-time position is $142,000-$205,000 + bonus + equity + benefits. Our salary ranges are determined by role, level, and location. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process.
- Please note that the compensation details listed in US role postings reflect the base salary only, and do not include bonus, equity, or benefits. Learn more aboutbenefits at Google (https://careers.google.com/benefits/) .
- Lead discovery and design efforts to further enhance Financial data systems or processes. Leverage Finance and Accounting expertise to translate systems feedback from end users into actionable and prioritized requirements for engineering.
- Execute change management, including moderating operating committee forums, to keep cross-functional Systems decision-makers highly informed of roadmaps and project status, development and testing outcomes, and production support issues.
- Partner with a various set of stakeholders to get things done, from Finance and Accounting to Business Operations and Engineering.
- Assess financial data systems independently and as a part of an ecosystem within Google Cloud, producing high-quality documentation and process flows, identifying opportunities for new features, process automation, and risk-mitigating controls.
- Build exceptional comprehension of the Financial data systems within Google Cloud, recommending improvements and quickly troubleshooting production issues when they do arise.
- Information collected and processed as part of your Google Careers profile, and any job applications you choose to submit is subject to Google'sApplicant and Candidate Privacy Policy (./privacy-policy) .
- Our client is seeking a highly analytical and business-minded Financial Analyst to support enterprise-wide expense optimization and financial decision-making. This role sits at the intersection of finance, accounting, and business operations, partnering closely with stakeholders across the organization to drive cost efficiency, productivity improvements, and data-driven decisions.
- This is a high-impact, consultative role where success depends on the ability to not only analyze financial data, but also influence business leaders and translate insights into actionable strategies.
- Expense Optimization & Cost Strategy (Primary Focus):
- Proactively identify and evaluate opportunities to optimize expenses and improve cost structure
- Analyze vendor spend, with a focus on technology-related investments, to uncover cost savings opportunities
- Utilize P&Ls, financial metrics, and productivity data to recommend actionable improvements
- Partner with business leaders to influence decisions related to budget allocation and cost management
- Support initiatives aimed at increasing operational efficiency
- Financial Analysis & Business Decision Support:
- Conduct ad hoc financial analysis to support strategic business decisions, including: Scenario modeling, Sensitivity analysis, ROI analysis
- Evaluate business line and product profitability
- Translate complex financial data into clear insights for non-financial stakeholders
- Develop models and frameworks to inform investment and cost optimization decisions
- Financial Planning & Forecasting:
- Support forecasting and planning activities, including: Expense forecasting, Budget tracking and variance analysis
- Assist with rolling forecasts and financial updates
- Partner with business units to refine assumptions and improve forecast accuracy
- Accounting & Financial Integrity:
- Apply foundational accounting knowledge to ensure accuracy and integrity of financial data
- Support financial reporting and alignment with general ledger data
- Collaborate with accounting teams to ensure consistency in financial outputs
- Stakeholder Engagement & Business Partnership
- Act as a trusted advisor to cross-functional stakeholders across finance, operations, and technology
- Facilitate discussions around cost savings, investments, and financial performance
- Influence decision-making through data storytelling and clear financial insights
- Drive alignment across leadership on expense management strategies
- advanced excel, expense optimization, accounting, financial planning & analysis, onestream, Financial analysis
- Bachelor's degree in Accounting or Finance required
- 3-5 years of Accounting or Finance experience, in a manufacturing environment strongly preferred
- Experience with SAP or similar ERP system preferred
- Strong proficiency in Microsoft Excel, including advanced functions and data analysis
- Strong written and verbal communication skills, with the ability to partner effectively with cross-functional teams
- Applicants must be either a U.S. citizen, U.S. national, legal permanent resident, asylee, refugee or must be eligible to apply for and obtain the appropriate export control license from the U.S. Departments of State or Commerce.
- *_About Teledyne FLIR Defense_
- _Join Teledyne FLIR Defense, where we're dedicated to supporting critical missions with an exciting range of cutting-edge technologies. Our products include advanced surveillance sensors, unmanned air and ground vehicles, sensing devices used to detect chemicals, biological agents, radiation and explosives, and a host of other solutions that help warfighters, first responders, and search-and-rescue teams do their jobs better._
- _We're looking for passionate innovators eager to shape the future of the Defense and Public Safety industries. If you're mission-driven to globally collaborate on solutions that can change the battlefield and save lives, we invite you to explore our current opportunities._
- This role supports the Bozeman, MT and Freeport, PA sites and reports to the Cost Accounting Manager for the Surveillance Division, with guidance from the VP of Finance, Surveillance. The role requires a self-directed professional who can work independently and manage all aspects of accounting, including general ledger and cost accounting, for the assigned sites. The Senior Accountant will partner closely with the local General Managers and provide financial support to teams in Bozeman and Freeport. This role collaborates closely with Teledyne Photon Machines while operating within established reporting and accounting structures.
- Perform period, quarter-end, and year-end close activities, including cost center reviews, journal entries, and costing activities with variance analysis
- Analyze overhead and other financial data to support operational and business decisions
- Lead budget preparation for the full financial package for assigned sites, including revenue, margin, and cost centers
- Prepare standard costing labor and overhead rates; maintain, update, and roll standard costs as needed
- Prepare analytical reports and ad hoc financial data for Site Leads
- Assign general ledger (G/L) coding and review and approve purchase orders
- Prepare and maintain weekly forecast updates
- Maintain and update CRM (Customer Relationship Management) data in support of financial reporting and analysis
- Calculate Excess and Obsolete (E&O) inventory reserves for assigned sites
- Assist with fixed asset audits and related documentation
- Oversee and support physical inventory activities for the Bozeman site
- Prepare and deliver internal financial reporting to site General Managers
- Partner with Accounts Payable and Materials teams to resolve discrepancies and variances
- Prepare and coordinate responses for corporate and government surveys; collaborate with other Surveillance sites to avoid duplication
- Perform other duties as required in support of site and divisional financial objectives
- BA/BS Degree in Accounting, Finance, or related majo
- Prior experience with annual budgeting process including working with managers across the company
- Strong working knowledge of finance, accounting, and budgeting including Generally Accepted Accounting Principles. Knowledge of automated financial and accounting reporting systems
- Demonstrated ability to analyze financial data and prepare financial reports, statements, and projections. Working knowledge of short and long term budgeting and forecasting, rolling budgets, and product-line profitability analysis
- Strong working knowledge of business enterprise and other computer software applications.
- Demonstrated leadership and persuasion skills - ability to make recommendations and influence the targeted audience to adopt recommendations
- Strong analytical skills relating to mathematical calculations, logical/relational similarities, and problem solving
- Effective written and verbal communication skills
- Self-motivated and ability to work independently w
- Prepares financial analyses of operations, including financial statements with supporting schedules, for the guidance of management. Tracks, measures, and works to improve all aspects of the company's financial performance. Partnering with the CFO, takes a lead role in administering the annual budget process, working with division general managers and sales managers. Make process improvement recommendations in regard to functions throughout the organization and assist with the implementation of these recommendations.
- Assists in the preparation of reports that outline the company's financial position in the areas of income, margins, expenses, and earnings based on past, present, and future operations
- Assists in the preparation of the budget and financial forecasts. Monitors, analyzes, and reports monthly operating result variances against budget and forecast
- Assists in the implementation and provides on-going support for profitability and productivity initiatives focusing on process improvements including the establishment and reporting of key performance indicators
- Curiosity and initiative to identify and recommend improvements
- Furnishes internal reports, revises and updates reports to be more useful and efficient, and furnishes external reports, as necessary
- Finance liaison with IT including improving existing systems and implementing new initiatives
- Ongoing special projects and tasks as assigned
- 3+ years of tax, finance or a related analytical field experience
- Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science), or Bachelor's degree and 3+ years of quantitative role (engineering, process re-engineering, quality assurance) experience
- 3+ years of contributing to cross-functional initiatives that drive financial performance and strategy experience
- 3+ years of dissecting financial data and identifying patterns that support business strategy experience
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- Experience in financial modeling, P&L management or analysis
- Experience in identifying, leading, and executing opportunities to improve, automate, standardize or simplify finance or business tools and processes
- Serve as a finance partner supporting sales leaders targeting the world's largest companies - providing financial support and driving business insights
- Lead the maintenance of existing and the development of new financial models and advanced analytical tools that aid in key decision making
- Develop financial and operational metrics, drive adoption of those metrics, and help influence the business
- Perform ad-hoc analysis, write financial documents, build comprehensive tables/reports, and support cross functional projects
- Lead process improvement and automation projects to scale reporting, collaborating cross-functionally with central finance and sales operations teams
- Bachelor's degree in Business, Finance, Economics, Statistics, or another quantitative field, or equivalent practical experience.
- 7 years of experience in financial planning and analysis (FP&A), consulting, or a related function, or an advanced degree.
- Experience executing full-cycle FP&A functions including budgeting, forecasting, variance analysis, and modeling within a multinational company setting.
- Experience with SQL or R, Python, or other programming/scripting languages to manipulate datasets.
- Experience in spend management and budget planning cycles.
- Knowledge of the Cloud/Software industry, different roles and incentives.
- Ability to self-direct work in an unstructured, changing environment; comfortable with ambiguity.
- Excellent investigative and technical skills (spreadsheets/ SQL/ dashboard creation).
- Excellent communication and team-work skills; comfort and experience with regularly presenting to executive management.
- Excellent leadership and people skills: ability to set objectives and drive to results while building long-term relationships across organizational boundaries.
- Financial Analysts ensure that Google makes sound financial decisions. As a Financial Analyst, your work, whether it's modeling business scenarios or tracking performance metrics, is used by our leaders to make strategic company decisions. Working on multiple projects at a time, you are focused on the details while finding creative ways to take on big picture challenges.
- As someone who knows the workings of the core Finance team inside and out, you'll lead individual projects to transform planning, tracking and control processes. You'll provide senior level management with insightful recommendations, planning and reporting support.
- Cloud Marketing Finance is a highly analytical, global team, dedicated to maximizing returns through thought leadership and partnership. Our work covers everything from developing the frameworks and success metrics to evaluate key investments, to driving analyses, to working cross-functionally and cross-finance to develop long-term business outlooks. The Finance organization is an important partner and advisor to executive leadership, and is integral to the operations and strategy of marketing at Google Cloud.
- The name Google came from "googol," a mathematical term for the number 1 followed by 100 zeros. And nobody at Google loves big numbers like the Finance team when providing in depth analysis on all manner of strategic decisions across Google products. From developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and advisor to the business.
- The US base salary range for this full-time position is $142,000-$205,000 + bonus + equity + benefits. Our salary ranges are determined by role, level, and location. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process.
- Please note that the compensation details listed in US role postings reflect the base salary only, and do not include bonus, equity, or benefits. Learn more aboutbenefits at Google (https://careers.google.com/benefits/) .
- Be a finance partner to Cloud Central Marketing Central leadership.
- Partner cross-functionally with stakeholders in global/regional/local Marketing teams, Sales, Finance, Product
- Advise marketing leadership to evaluate, structure, and execute business plans and growth initiatives, then identify and implement metrics and reporting tools to measure business results and success.
- Provide decision support to executive stakeholders, including return on investment analysis, business growth projections and insights, and evaluation of existing and new investment opportunities.
- Information collected and processed as part of your Google Careers profile, and any job applications you choose to submit is subject to Google'sApplicant and Candidate Privacy Policy (./privacy-policy) .
- 3+ years of tax, finance or a related analytical field experience
- 4+ years of applying key financial performance indicators (KPIs) to analyses experience
- 4+ years of creating process improvements with automation and analysis experience
- 4+ years of identifying, leading, and executing opportunities to improve, automate, standardize or simplify finance or business tools and processes experience
- Bachelor's degree in engineering, statistics or business, or Bachelor's degree and 5+ years of quantitative role (engineering, process re-engineering, quality assurance) experience
- Experience with advanced use of SQL for data mining and business intelligence
- 5+ years of tax, finance or a related analytical field experience
- 4+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- Create weekly and monthly reports that provide clear, meaningful and actionable insights about the performance of the business which is shared with dozens of senior leaders.
- Responsible for delivering weekly/monthly financial close, planning, forecasting, budgeting, and consolidations utilizing financial systems and advance excel functions
- Provide financial support to business partners on its key initiatives that improve the quality of deliveries, speed of delivery and/or reduce costs
- Root cause analysis and uncover core issues using data, and provide guidance for business partners and data analytics to improve data quality to make better decision
- A typical day in this role provides an opportunity to lead root-cause analysis and uncover core issues to drive cost reductions with stakeholders, manage, evaluate and create meaningful business reporting, and build and maintain complex financial models and analytical tools to measure overall financial performance.
- Bachelor's degree in Accounting, Finance, Business Administration, or related field; CPA certification preferred
- Three-years accounting, finance, or other related experience
- Strong organizational and prioritization skills, and ability to work with minimal supervision
- Excellent communication skills; oral and written
- Intermediate experience with the Microsoft Office suite of applications (Excel, PowerPoint, Word), and other common software applications and databases, advanced skills are preferred
- Proven commitment and expertise to provide excellent customer service; positive and flexible; ability to multi-task
- Ability to work in a team environment, deliver the highest quality of work, and maintain a professional disposition under extreme pressure
- *This position requires U.S. Citizenship and a 7 (or 10) year minimum background investigation.
- *Agency Overview
- The United States Attorney's Office (USAO) serves as the nation's principal litigators under the direction of the Attorney General. The Asset Forfeiture Section at USAO is responsible for the prosecution of both criminal and civil actions against property used or acquired during illegal activity.
- Assists the legal team by tracing, reviewing, and analyzing financial records from investigations to determine the source and delivery of funds, and the nature and volume of transactions. This includes understanding account relationships, following criminal proceeds and identifying assets and funds that meet thresholds and legal requirements for forfeiture.
- Assists prosecutors in preparing for court proceedings by developing legal theories for forfeiture and preparing exhibits, charts, and abstracts of the financial evidence.
- Performs other duties as assigned.
Now Brewing - financial analyst sr - North America Finance! #tobeapartner From the beginning, Starbucks set out to be a different kind of company. One that not only celebrated coffee and the rich tradition, but that also brought a feeling of connection. We are known for developing extraordinar
- 5+ years of tax, finance or a related analytical field experience
- Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science)
- Knowledge of Microsoft Excel at an advanced level, including: pivot tables, macros, index/match, vlookup, VBA, data links, etc.
- 5+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- Use solid financial knowledge and business acumen to build financial models, interpret data, draw conclusions, and make recommendations that deliver results, drive improvements, and influence leaders throughout Amazon. These decisions can have global impact.
- Educate business partners on financial and non-financial trade-offs and provides guidance and financial analysis for new projects and initiatives. You make thoughtful judgement calls in ambiguous environments where data may be scarce or difficult to procure.
- Identifies opportunities to resolve defects proactively. Improves, scales, or simplifies finance tools across teams and organizations.
- Bachelors degree in Accounting, Finance, or other highly analytical field
- 5+ years of financial and business analytics experience
- Ability to develop pricing models based on multiple inputs including market conditions, competition, and other constraints
- Strong analytical skill set and high attention to detail
- Excellent written communication and presentation skills
- Advanced level skills in Microsoft Excel Power Query, Power Pivot
- Experience in helping business leaders meet financial targets and deliver results
- Understanding of underlying business processes and the impact of financial decisions
- Experience with SQL querying and data minin
- Lead the annual budgeting, forecasting and long-range financial planning process for Operations function
- Provide accurate and timely financial information and recommendations to support Operations functions Manage and facilitate Operations Capital Review board process
- Drive capital management ensuring timely in-servicing of Operations assets and proper accounting treatment
- Lead monthly business rhythm ensuring team meets deliverables and milestones on time
- Analyze financial data to identify trends, risks and opportunities
- Data mining across complex data sets; Databricks; Redshift; SQL
- Analyze and report financial performance variances of actuals to budget and forecast
- Support key business analytics and key performance indicator generation
- Support and assist with internal initiatives for continuous improvement
- *Candidates should have at least one of the four qualifications bullets listed below:
- A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
- Financial services and/or sales experience
- Financial services registration, licensing, or certification
- Professional and/or military career progression
- SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
- FINRA registrations required within three months. State insurance licenses will be required.
- As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
- At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
- Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)
- Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)
- Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
- Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
- Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
- Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
- Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
- ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
- ² As your new asset compensation and commissions increase over the first five years, salary will decrease
- Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
- *What characteristics would make you a successful financial advisor?
- An interest in financial services/markets and how they work
- Love of learning and challenges, including determination to succeed
- Skilled in long-term relationship building
- Comfortable in your ability to think critically
- Passion for new opportunities
- *Can you see yourself...
- Learning to be a financial advisor through our comprehensive training program?
- Delivering personalized investment and financial solutions to your clients?
- Taking ownership of your business's growth and success?
- Meeting professional and personal objectives as they relate to building your practice?
- Working in and positively impacting your local community?
- Bachelor's degree in Finance, Accounting, Business, or a related field; MBA preferred
- 7+ years of progressive finance experience
- Knowledge of cloud technology and infrastructure, or experience supporting engineering teams (preferred, not required)
- Strong financial acumen, analytical, and problem-solving skills
- Advanced proficiency in financial modeling and data analysis
- Excellent communication and presentation skills
- Ability to manage multiple projects simultaneously and prioritize effectively
- Strong attention to detail with a commitment to accuracy
- Oracle's mission is to help people see data in new ways, discover insights, and unlock endless possibilities. Joining the OCI Finance Spotlights Team offers the opportunity to help shape and support one of Oracle's most dynamic business units.
- Learn more about Oracle Cloud Infrastructure products and solutions .
- In OCI Finance, the Spotlights Team plays a critical role in driving financial excellence for OCI's largest business segments and customers. We manage P&Ls, drive financial planning and modeling, and serve as trusted partners and advisors to OCI Leadership, helping to optimize business economics while supporting rapid growth.
- Financial Planning: Support forecasting, budgeting, and long-range planning processes for OCI's business units.
- Analysis: Analyze actuals, metrics, trends, and forecasts, comparing results against previous periods, forecasts, and budgets to inform business decisions.
- Collaboration: Build strong relationships across the OCI Finance and Business teams, delivering consistent, high-quality, and timely results.
- Process Improvement: Drive initiatives to enhance financial processes, improve accuracy, increase operational efficiency, and uphold accounting guidelines to optimize the OCI P&L.
- Modeling: Develop ad hoc financial models and identify efficiency opportunities, particularly in the data center space.
- Stakeholder Support: Leverage the broader Oracle Financial community to gather and analyze information, resolve business issues, and support cross-functional projects.
- Reporting: Prepare financial presentations for business stakeholders and manage quarterly reporting schedules.
- Quarter-end Close: Participate in quarter-end close processes and activities in collaboration with Finance, Operations, and Business teams.
- Successful candidates will have a professional demeanor and will have distinguished themselves with academic and professional excellence and a clearly demonstrated work ethic. They should be highly motivated to perform and learn, able to work collaboratively and independently, detail-oriented, comfortable speaking in public, and able to manage assigned tasks and projects from start to finish with input from supervisors. Candidates should also possess exceptional research, oral and written communication, and analytical skills, enabling them to support Cadmus' mission to successfully meet clients' needs.
- BA/BS and 5 years' work experience in environmental management, public policy, public administration, finance, economics, municipal administration, or a similar role OR a Master's degree with 3 years of related experience.
- Understanding of how to apply statistical, financial, and economic methods to answer policy questions. Knowledge of basic principles of public financing and common financing instruments is preferred.
- Ability to conduct research and collect and evaluate data in support of data-driven analyses and reports.
- Excellent writing, communication, and critical thinking skills, and experience producing reports that clearly communicate technical analyses and results for the general public. Public speaking experience preferred.
- Experience using Excel or other software to analyze data.
- Experience using R, Python, SQL, Virtual Basic, HTML and/or STATA or MATLAB, a plus.
- Experience managing projects and ensuring high-quality deliverables.
- Some domestic travel may be required.
- *Additional Information:
- Candidates must be eligible to work in the United States as a U.S Perm Resident or U.S. Citizen.
- As a highly motivated, mid-level Water Infrastructure Policy & Financial Analyst, you'll be joining Cadmus' rapidly growing practice supporting contracts with EPA and other government clients in the areas of drinking water, water quality, and resilience. We will be supporting our clients in an unprecedented time in America to substantially improve America's water infrastructure and advance the resilience of public funding programs. You'll be working in a team-oriented environment providing financial, economic, and policy analysis support, as well as project management and coordination support to help meet Cadmus' high standards of excellence. Remote locations will be considered for the right candidate.
- Providing policy and financial analysis on issues related to drinking water, wastewater, or storm water infrastructure financing, sustainability, and resilience.
- Providing policy or financial analysis on infrastructure grant programs to help EPA and states achieve priorities of public infrastructure funding, such as improving access to clean drinking water across the country, replacing lead service lines, and making America's water infrastructure more resilient.
- Conducting data and statistical analyses, literature searches, and reviews on technical topics to support policy initiatives, process improvement, and assess the impacts of policy decisions.
- Providing project management support:
- Providing strategic thinking in support of client initiatives.
- Managing and supervising analyses and product development for EPA and other government clients.
- Ensuring client satisfaction across multiple projects in a program.
- Facilitating information sharing and planning across projects and teams.
- Supporting the efforts of multiple project managers.
- Writing or editing guidance documents, reports, case studies, presentations, and other documents.
- Please see job description and the position requirements above.
- Gather and analyze qualitative and quantitative economic, financial and other data to support financial planning and operating expense management. Prepare various deliverables to support both internal and external financial reporting needs, including insightful financial performance analysis to achieve business goals. Take ownership, identify process improvement opportunities for existing processes, reporting and controls, and drive positive change across the organization. Understand relevant accounting principles and communicate the application of GAAP to peers and business partners. Participate in writing white papers to support a given accounting position. Provide management and direction to junior analysts, including overseeing and reviewing reporting and Excel spreadsheet work papers. Document processes. Assess internal controls, identify gaps in the control process, and design additional controls to solve deficiencies. Oversee the monthly close process working closely with finance team to ensure the validity of the financials and report results to senior management. Act independently to complete multiple cross-functional projects with complex objectives. Create and maintain reports. Track down and identify sources of data, determine the validity of the data, and analyze the variance in the data between various systems and reports.
- 40 hours / week, 8:00am-5:00pm, Salary Range: $80,400/year to $117,100/year.
- Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, visit:
- Please see job description and the position requirements above.
- Gather and analyze qualitative and quantitative economic, financial and other data to support financial planning and operating expense management. Prepare various deliverables to support both internal and external financial reporting needs, including insightful financial performance analysis to achieve business goals. Take ownership, identify process improvement opportunities for existing processes, reporting and controls, and drive positive change across the organization. Understand relevant accounting principles and communicate the application of GAAP to peers and business partners. Participate in writing white papers to support a given accounting position. Provide management and direction to junior analysts, including overseeing and reviewing reporting and Excel spreadsheet work papers. Document processes. Assess internal controls, identify gaps in the control process, and design additional controls to solve deficiencies. Oversee the monthly close process working closely with finance team to ensure the validity of the financials and report results to senior management. Act independently to complete multiple cross-functional projects with complex objectives. Create and maintain reports. Track down and identify sources of data, determine the validity of the data, and analyze the variance in the data between various systems and reports.
- 40 hours / week, 8:00am-5:00pm, Salary Range: $135,866/year to $163,200/year.
- Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, visit:
- 5+ years of tax, finance or a related analytical field experience
- 5+ years of multiple finance and accounting roles experience
- 6+ years of applying key financial performance indicators (KPIs) to analyses experience
- 6+ years of building financial and operational reports/data sets that inform business decision-making experience
- 6+ years of creating process improvements with automation and analysis experience
- 6+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience
- Bachelor's degree in engineering, statistics or business, or Bachelor's degree and 5+ years of quantitative role (engineering, process re-engineering, quality assurance) experience
- 6+ years of identifying incomplete or inaccurate data, identifying the root cause and creating/implementing an escalation plan experience
- 6+ years of solving complex business challenges by delivering accurate and timely financial models, analysis, and recommendations that have a proven impact on business (e.g., financial savings, operational improvements, or customer benefits) experience
- Knowledge of SQL/ETL
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- Experience delivering forecasting, budgeting, and variance analysis, and data interpretation of results
- Partner with vendor managers and category leads to develop financial frameworks that support strategic initiatives, build business cases, and assess return on investment for various grocery selection decisions.
- Own the complete P&L for a grocery category, diving deep into financial data to identify trends, opportunities, and risks that impact business performance.
- Design and deliver accurate, insightful financial models and analyses that drive business decisions, influence leadership thinking, and improve category profitability.
- Develop and maintain scalable reporting mechanisms that provide transparency into category performance, simplifying complex data into clear narratives for business partners.
- Navigate across organizations to collaborate on matrixed workstreams, connecting insights from various teams to create comprehensive solutions that drive business growth.
- Your typical day involves collaborating closely with vendor managers and category leads to provide financial guidance on strategic decisions. You'll analyze category performance data, develop insights on profitability drivers, and work on ad-hoc projects that require quick problem-solving. Morning meetings might focus on reviewing financial results with business partners, while afternoons could involve developing models for new grocery initiatives or conducting deep-dive analyses to surface opportunities for business improvement.
- Bachelor's degree in Finance, Accounting, Business, or a related field; MBA preferred
- 7+ years of progressive finance experience
- Knowledge of cloud technology and infrastructure, or experience supporting engineering teams (preferred, not required)
- Strong financial acumen, analytical, and problem-solving skills
- Advanced proficiency in financial modeling and data analysis
- Excellent communication and presentation skills
- Ability to manage multiple projects simultaneously and prioritize effectively
- Strong attention to detail with a commitment to accuracy
- Oracle's mission is to help people see data in new ways, discover insights, and unlock endless possibilities. Joining the OCI Finance Spotlights Team offers the opportunity to help shape and support one of Oracle's most dynamic business units.
- Learn more about Oracle Cloud Infrastructure products and solutions .
- In OCI Finance, the Spotlights Team plays a critical role in driving financial excellence for OCI's largest business segments and customers. We manage P&Ls, drive financial planning and modeling, and serve as trusted partners and advisors to OCI Leadership, helping to optimize business economics while supporting rapid growth.
- Financial Planning: Support forecasting, budgeting, and long-range planning processes for OCI's business units.
- Analysis: Analyze actuals, metrics, trends, and forecasts, comparing results against previous periods, forecasts, and budgets to inform business decisions.
- Collaboration: Build strong relationships across the OCI Finance and Business teams, delivering consistent, high-quality, and timely results.
- Process Improvement: Drive initiatives to enhance financial processes, improve accuracy, increase operational efficiency, and uphold accounting guidelines to optimize the OCI P&L.
- Modeling: Develop ad hoc financial models and identify efficiency opportunities, particularly in the data center space.
- Stakeholder Support: Leverage the broader Oracle Financial community to gather and analyze information, resolve business issues, and support cross-functional projects.
- Reporting: Prepare financial presentations for business stakeholders and manage quarterly reporting schedules.
- Quarter-end Close: Participate in quarter-end close processes and activities in collaboration with Finance, Operations, and Business teams.
- Successful candidates will have a professional demeanor and will have distinguished themselves with academic and professional excellence and a clearly demonstrated work ethic. They should be highly motivated to perform and learn, able to work collaboratively and independently, detail-oriented, comfortable speaking in public, and able to manage assigned tasks and projects from start to finish with input from supervisors. Candidates should also possess exceptional research, oral and written communication, and analytical skills, enabling them to support Cadmus' mission to successfully meet clients' needs.
- BA/BS and 5 years' work experience in environmental management, public policy, public administration, finance, economics, municipal administration, or a similar role OR a Master's degree with 3 years of related experience.
- Understanding of how to apply statistical, financial, and economic methods to answer policy questions. Knowledge of basic principles of public financing and common financing instruments is preferred.
- Ability to conduct research and collect and evaluate data in support of data-driven analyses and reports.
- Excellent writing, communication, and critical thinking skills, and experience producing reports that clearly communicate technical analyses and results for the general public. Public speaking experience preferred.
- Experience using Excel or other software to analyze data.
- Experience using R, Python, SQL, Virtual Basic, HTML and/or STATA or MATLAB, a plus.
- Experience managing projects and ensuring high-quality deliverables.
- Some domestic travel may be required.
- *Additional Information:
- Candidates must be eligible to work in the United States as a U.S Perm Resident or U.S. Citizen.
- As a highly motivated, mid-level Water Infrastructure Policy & Financial Analyst, you'll be joining Cadmus' rapidly growing practice supporting contracts with EPA and other government clients in the areas of drinking water, water quality, and resilience. We will be supporting our clients in an unprecedented time in America to substantially improve America's water infrastructure and advance the resilience of public funding programs. You'll be working in a team-oriented environment providing financial, economic, and policy analysis support, as well as project management and coordination support to help meet Cadmus' high standards of excellence. Remote locations will be considered for the right candidate.
- Providing policy and financial analysis on issues related to drinking water, wastewater, or storm water infrastructure financing, sustainability, and resilience.
- Providing policy or financial analysis on infrastructure grant programs to help EPA and states achieve priorities of public infrastructure funding, such as improving access to clean drinking water across the country, replacing lead service lines, and making America's water infrastructure more resilient.
- Conducting data and statistical analyses, literature searches, and reviews on technical topics to support policy initiatives, process improvement, and assess the impacts of policy decisions.
- Providing project management support:
- Providing strategic thinking in support of client initiatives.
- Managing and supervising analyses and product development for EPA and other government clients.
- Ensuring client satisfaction across multiple projects in a program.
- Facilitating information sharing and planning across projects and teams.
- Supporting the efforts of multiple project managers.
- Writing or editing guidance documents, reports, case studies, presentations, and other documents.
- Bachelor's degree in Finance, Accounting, Business, or a related field; MBA preferred
- 7+ years of progressive finance experience
- Knowledge of cloud technology and infrastructure, or experience supporting engineering teams (preferred, not required)
- Strong financial acumen, analytical, and problem-solving skills
- Advanced proficiency in financial modeling and data analysis
- Excellent communication and presentation skills
- Ability to manage multiple projects simultaneously and prioritize effectively
- Strong attention to detail with a commitment to accuracy
- Oracle's mission is to help people see data in new ways, discover insights, and unlock endless possibilities. Joining the OCI Finance Spotlights Team offers the opportunity to help shape and support one of Oracle's most dynamic business units.
- Learn more about Oracle Cloud Infrastructure products and solutions .
- In OCI Finance, the Spotlights Team plays a critical role in driving financial excellence for OCI's largest business segments and customers. We manage P&Ls, drive financial planning and modeling, and serve as trusted partners and advisors to OCI Leadership, helping to optimize business economics while supporting rapid growth.
- Financial Planning: Support forecasting, budgeting, and long-range planning processes for OCI's business units.
- Analysis: Analyze actuals, metrics, trends, and forecasts, comparing results against previous periods, forecasts, and budgets to inform business decisions.
- Collaboration: Build strong relationships across the OCI Finance and Business teams, delivering consistent, high-quality, and timely results.
- Process Improvement: Drive initiatives to enhance financial processes, improve accuracy, increase operational efficiency, and uphold accounting guidelines to optimize the OCI P&L.
- Modeling: Develop ad hoc financial models and identify efficiency opportunities, particularly in the data center space.
- Stakeholder Support: Leverage the broader Oracle Financial community to gather and analyze information, resolve business issues, and support cross-functional projects.
- Reporting: Prepare financial presentations for business stakeholders and manage quarterly reporting schedules.
- Quarter-end Close: Participate in quarter-end close processes and activities in collaboration with Finance, Operations, and Business teams.
- Successful candidates will have a professional demeanor and will have distinguished themselves with academic and professional excellence and a clearly demonstrated work ethic. They should be highly motivated to perform and learn, able to work collaboratively and independently, detail-oriented, comfortable speaking in public, and able to manage assigned tasks and projects from start to finish with input from supervisors. Candidates should also possess exceptional research, oral and written communication, and analytical skills, enabling them to support Cadmus' mission to successfully meet clients' needs.
- BA/BS and 5 years' work experience in environmental management, public policy, public administration, finance, economics, municipal administration, or a similar role OR a Master's degree with 3 years of related experience.
- Understanding of how to apply statistical, financial, and economic methods to answer policy questions. Knowledge of basic principles of public financing and common financing instruments is preferred.
- Ability to conduct research and collect and evaluate data in support of data-driven analyses and reports.
- Excellent writing, communication, and critical thinking skills, and experience producing reports that clearly communicate technical analyses and results for the general public. Public speaking experience preferred.
- Experience using Excel or other software to analyze data.
- Experience using R, Python, SQL, Virtual Basic, HTML and/or STATA or MATLAB, a plus.
- Experience managing projects and ensuring high-quality deliverables.
- Some domestic travel may be required.
- *Additional Information:
- Candidates must be eligible to work in the United States as a U.S Perm Resident or U.S. Citizen.
- As a highly motivated, mid-level Water Infrastructure Policy & Financial Analyst, you'll be joining Cadmus' rapidly growing practice supporting contracts with EPA and other government clients in the areas of drinking water, water quality, and resilience. We will be supporting our clients in an unprecedented time in America to substantially improve America's water infrastructure and advance the resilience of public funding programs. You'll be working in a team-oriented environment providing financial, economic, and policy analysis support, as well as project management and coordination support to help meet Cadmus' high standards of excellence. Remote locations will be considered for the right candidate.
- Providing policy and financial analysis on issues related to drinking water, wastewater, or storm water infrastructure financing, sustainability, and resilience.
- Providing policy or financial analysis on infrastructure grant programs to help EPA and states achieve priorities of public infrastructure funding, such as improving access to clean drinking water across the country, replacing lead service lines, and making America's water infrastructure more resilient.
- Conducting data and statistical analyses, literature searches, and reviews on technical topics to support policy initiatives, process improvement, and assess the impacts of policy decisions.
- Providing project management support:
- Providing strategic thinking in support of client initiatives.
- Managing and supervising analyses and product development for EPA and other government clients.
- Ensuring client satisfaction across multiple projects in a program.
- Facilitating information sharing and planning across projects and teams.
- Supporting the efforts of multiple project managers.
- Writing or editing guidance documents, reports, case studies, presentations, and other documents.
- Bachelor's degree in Finance, Accounting, Business, or a related field; MBA preferred
- 7+ years of progressive finance experience
- Knowledge of cloud technology and infrastructure, or experience supporting engineering teams (preferred, not required)
- Strong financial acumen, analytical, and problem-solving skills
- Advanced proficiency in financial modeling and data analysis
- Excellent communication and presentation skills
- Ability to manage multiple projects simultaneously and prioritize effectively
- Strong attention to detail with a commitment to accuracy
- Oracle's mission is to help people see data in new ways, discover insights, and unlock endless possibilities. Joining the OCI Finance Spotlights Team offers the opportunity to help shape and support one of Oracle's most dynamic business units.
- Learn more about Oracle Cloud Infrastructure products and solutions .
- In OCI Finance, the Spotlights Team plays a critical role in driving financial excellence for OCI's largest business segments and customers. We manage P&Ls, drive financial planning and modeling, and serve as trusted partners and advisors to OCI Leadership, helping to optimize business economics while supporting rapid growth.
- Financial Planning: Support forecasting, budgeting, and long-range planning processes for OCI's business units.
- Analysis: Analyze actuals, metrics, trends, and forecasts, comparing results against previous periods, forecasts, and budgets to inform business decisions.
- Collaboration: Build strong relationships across the OCI Finance and Business teams, delivering consistent, high-quality, and timely results.
- Process Improvement: Drive initiatives to enhance financial processes, improve accuracy, increase operational efficiency, and uphold accounting guidelines to optimize the OCI P&L.
- Modeling: Develop ad hoc financial models and identify efficiency opportunities, particularly in the data center space.
- Stakeholder Support: Leverage the broader Oracle Financial community to gather and analyze information, resolve business issues, and support cross-functional projects.
- Reporting: Prepare financial presentations for business stakeholders and manage quarterly reporting schedules.
- Quarter-end Close: Participate in quarter-end close processes and activities in collaboration with Finance, Operations, and Business teams.
- Successful candidates will have a professional demeanor and will have distinguished themselves with academic and professional excellence and a clearly demonstrated work ethic. They should be highly motivated to perform and learn, able to work collaboratively and independently, detail-oriented, comfortable speaking in public, and able to manage assigned tasks and projects from start to finish with input from supervisors. Candidates should also possess exceptional research, oral and written communication, and analytical skills, enabling them to support Cadmus' mission to successfully meet clients' needs.
- BA/BS and 5 years' work experience in environmental management, public policy, public administration, finance, economics, municipal administration, or a similar role OR a Master's degree with 3 years of related experience.
- Understanding of how to apply statistical, financial, and economic methods to answer policy questions. Knowledge of basic principles of public financing and common financing instruments is preferred.
- Ability to conduct research and collect and evaluate data in support of data-driven analyses and reports.
- Excellent writing, communication, and critical thinking skills, and experience producing reports that clearly communicate technical analyses and results for the general public. Public speaking experience preferred.
- Experience using Excel or other software to analyze data.
- Experience using R, Python, SQL, Virtual Basic, HTML and/or STATA or MATLAB, a plus.
- Experience managing projects and ensuring high-quality deliverables.
- Some domestic travel may be required.
- *Additional Information:
- Candidates must be eligible to work in the United States as a U.S Perm Resident or U.S. Citizen.
- As a highly motivated, mid-level Water Infrastructure Policy & Financial Analyst, you'll be joining Cadmus' rapidly growing practice supporting contracts with EPA and other government clients in the areas of drinking water, water quality, and resilience. We will be supporting our clients in an unprecedented time in America to substantially improve America's water infrastructure and advance the resilience of public funding programs. You'll be working in a team-oriented environment providing financial, economic, and policy analysis support, as well as project management and coordination support to help meet Cadmus' high standards of excellence. Remote locations will be considered for the right candidate.
- Providing policy and financial analysis on issues related to drinking water, wastewater, or storm water infrastructure financing, sustainability, and resilience.
- Providing policy or financial analysis on infrastructure grant programs to help EPA and states achieve priorities of public infrastructure funding, such as improving access to clean drinking water across the country, replacing lead service lines, and making America's water infrastructure more resilient.
- Conducting data and statistical analyses, literature searches, and reviews on technical topics to support policy initiatives, process improvement, and assess the impacts of policy decisions.
- Providing project management support:
- Providing strategic thinking in support of client initiatives.
- Managing and supervising analyses and product development for EPA and other government clients.
- Ensuring client satisfaction across multiple projects in a program.
- Facilitating information sharing and planning across projects and teams.
- Supporting the efforts of multiple project managers.
- Writing or editing guidance documents, reports, case studies, presentations, and other documents.
- Bachelors Degree in Business Administration, Business Management, Computer Science, Information Systems, Operations Research or related fields and 8 years of experience. (or commensurate experience)
- 5 years of related financial analyst experience
- Experience with Federal Government OIT Project budgeting
- Strong communication skills (oral and written) to relay concise messaging and reporting to all levels of management
- Great interpersonal skills and ability to work independently with minimal guidance/supervision
- Strong analytical and investigation skills crafting solutions to challenging problems or issues
- Strong experience in developing presentations and slides for communicating technical and non-technical subjects to both small and large audiences
- Solid experience with Microsoft and other collaborative tools including Teams, SharePoint, Jira, etc.
- Ability to extrapolate and communicate a client's main challenges and pain points and the ability to craft strong solutions and make recommendations
- Responsible for on-time completion of all deliverables/work products
- Must be able to identify and mitigate risks to the project, and escalate program risks, as necessary
- *Clearance Required: Ability to obtain and maintain a Suitability/Public Trust clearance
- Experience leading within the Veterans Affairs Office of Information and Technology and/or Veterans Health Administration is a plus
- Experience with program control, including development of controls used to manage performance, including cost, schedule, and staff management
- Ability to proactively communicate and coordinate with various internal and external project stakeholders.
- This role manages the annual operating budget and acquisition execution for the product line. Develop and execute the Budget Operating Plan (BOP), perform multi-year programming (MYP) planning, and create and track acquisition packages for software products and service procurements.
- In preparation for the start of a new FY, work with Product/Project Lead to update/revise the previously submitted program BOP/SSPT spreadsheets to show what the acquisitions planned in the new fiscal year should be. Once finalized the Government Budget Analyst [who will be referred to as Budget] to get the data built onto strips in BTT.
- Budget Tracking · Use the Budget Tracking Tool (BTT) to pull data on relevant Spend Plan Items (SPI) for the Program/Project and create budget tracking spreadsheets to monitor execution.
- Monitor both Development Modernization and Enhancements (DME) and Sustainment funds in all areas of the Product/Project Lead's purview.
- Avoid unwanted ITBF sweeps by proactively repurposing any funds that are excess and sitting on a balance line strip.
- Prepare unfunded requirement (UFR) spreadsheets with strip acquisition details for each unfunded requirement.
- Monitor UFR status and revise UFR details and official requests as new requirements information become available.
- Support the Product/Project Lead with UFR communication and prioritization to the Health Services Portfolio and ITBF representatives.
- Assist Product/Project Lead with populating the CR InfoPath process.
- Facilitate changes to budget operating plans (BOPs)/strategic spend plan templates (SSPTs), provide detailed description of changes, and submit for approval.
- Support development of FITARA approval briefings, late/unfunded memos, and other relevant acquisition/budget-related correspondence.
- Support the Product/Product Lead in calculating planned, projected, and actual costs for each phase and build of the project, as well as inputting accurate data to the Veteran-Focused Integration Process (VIP)/PARS Dashboard.
- Review prior MYP and new MYP submissions to determine changes to project plans, requirements, and schedules requiring adjustments of estimates. Assists by working with Product/Project Leads to discuss anticipated project funding needs in out years.
- 3+ years of tax, finance or a related analytical field experience
- 3+ years of dissecting financial data and identifying patterns that support business strategy experience
- 3+ years of contributing to cross-functional initiatives that drive financial performance and strategy experience
- Bachelor's degree in engineering, statistics or business
- 4+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience
- Knowledge of Tableau
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- Present financial summaries and business insights to Senior Management (Business and Finance).
- Develop financial models for new business concepts and resulting financial impact to help drive data driven decision making.
- Build out and enhance P&L models for new and existing businesses, develop business insights and KPI dashboards, and lead ad hoc analyses.
- Lead automation efforts of critical processes.
- Identify opportunities to resolve defects proactively. Improves, scales, or simplifies finance tools across teams and organizations.
- Participate in Finance initiatives, including but not limited to process improvements, ad hoc analyses, and preparation of periodic reporting activities.
- 3+ years of tax, finance or a related analytical field experience
- 3+ years of creating process improvements with automation and analysis experience
- 3+ years of dissecting financial data and identifying patterns that support business strategy experience
- 3+ years of contributing to cross-functional initiatives that drive financial performance and strategy experience
- Bachelor's degree in finance, accounting or related field
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- 3+ years of building financial and operational reports/data sets that inform business decision-making experience
- 3+ years of Accounts Receivable or Account Payable experience
- Bachelors Degree in Business Administration, Business Management, Computer Science, Information Systems, Operations Research or related fields and 8 years of experience. (or commensurate experience)
- 5 years of related financial analyst experience
- Experience with Federal Government OIT Project budgeting
- Strong communication skills (oral and written) to relay concise messaging and reporting to all levels of management
- Great interpersonal skills and ability to work independently with minimal guidance/supervision
- Strong analytical and investigation skills crafting solutions to challenging problems or issues
- Strong experience in developing presentations and slides for communicating technical and non-technical subjects to both small and large audiences
- Solid experience with Microsoft and other collaborative tools including Teams, SharePoint, Jira, etc.
- Ability to extrapolate and communicate a client's main challenges and pain points and the ability to craft strong solutions and make recommendations
- Responsible for on-time completion of all deliverables/work products
- Must be able to identify and mitigate risks to the project, and escalate program risks, as necessary
- *Clearance Required: Ability to obtain and maintain a Suitability/Public Trust clearance
- Experience leading within the Veterans Affairs Office of Information and Technology and/or Veterans Health Administration is a plus
- Experience with program control, including development of controls used to manage performance, including cost, schedule, and staff management
- Ability to proactively communicate and coordinate with various internal and external project stakeholders.
- This role manages the annual operating budget and acquisition execution for the product line. Develop and execute the Budget Operating Plan (BOP), perform multi-year programming (MYP) planning, and create and track acquisition packages for software products and service procurements.
- In preparation for the start of a new FY, work with Product/Project Lead to update/revise the previously submitted program BOP/SSPT spreadsheets to show what the acquisitions planned in the new fiscal year should be. Once finalized the Government Budget Analyst [who will be referred to as Budget] to get the data built onto strips in BTT.
- Budget Tracking · Use the Budget Tracking Tool (BTT) to pull data on relevant Spend Plan Items (SPI) for the Program/Project and create budget tracking spreadsheets to monitor execution.
- Monitor both Development Modernization and Enhancements (DME) and Sustainment funds in all areas of the Product/Project Lead's purview.
- Avoid unwanted ITBF sweeps by proactively repurposing any funds that are excess and sitting on a balance line strip.
- Prepare unfunded requirement (UFR) spreadsheets with strip acquisition details for each unfunded requirement.
- Monitor UFR status and revise UFR details and official requests as new requirements information become available.
- Support the Product/Project Lead with UFR communication and prioritization to the Health Services Portfolio and ITBF representatives.
- Assist Product/Project Lead with populating the CR InfoPath process.
- Facilitate changes to budget operating plans (BOPs)/strategic spend plan templates (SSPTs), provide detailed description of changes, and submit for approval.
- Support development of FITARA approval briefings, late/unfunded memos, and other relevant acquisition/budget-related correspondence.
- Support the Product/Product Lead in calculating planned, projected, and actual costs for each phase and build of the project, as well as inputting accurate data to the Veteran-Focused Integration Process (VIP)/PARS Dashboard.
- Review prior MYP and new MYP submissions to determine changes to project plans, requirements, and schedules requiring adjustments of estimates. Assists by working with Product/Project Leads to discuss anticipated project funding needs in out years.
- 5+ years of experience in financial analysis, healthcare analytics, or population health environments
- Claims data & large datasets
- Financial modeling & variance analysis
- Risk-based or value-based reimbursement models
- Strong technical skills in:
- Excel (advanced modeling, PowerPivot)
- SQL or data querying tools
- Data visualization (Power BI, Tableau, etc.) preferred
- Familiarity with:
- HCC / RAF risk adjustment methodologies
- Medicare Advantage, MSSP, ACO, or similar programs
- Ability to communicate insights clearly to executive and operational stakeholders
- Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
- Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
- Analyze claims, CMS, and EHR (Epic) data to evaluate cost, utilization, and quality performance
- Build and maintain financial models, proformas, and contract-level P& Ls to track performance vs. budget and forecast
- Perform risk pool, settlement, and payor reconciliation activities; ensure accurate accruals and revenue recognition
- Identify variance drivers, coding gaps, and revenue leakage within complex datasets
- Support forecasting and run-out analysis tied to delayed reimbursement cycles
- Partner with finance, operations, and clinical leaders to deliver actionable insights on total cost of care and performance improvement opportunities
- Evaluate payor contract terms and proposed rate changes, modeling financial impact
- What success looks like
- Ability to take complex, messy datasets and turn them into clear financial narratives
- Strong understanding of risk-based reimbursement models and contract performance
- Confidence navigating ambiguity, discrepancies, and evolving contract terms
- Delivering insights that help leadership optimize revenue and reduce cost of care
- This position is primarily remote with occasional travel to the Portland/Vancouver area. Candidates must reside in Oregon, Washington or Idaho. The hiring range is $90,000-115,000 depending on experience & qualifications.
- Bachelors Degree in Business Administration, Business Management, Computer Science, Information Systems, Operations Research or related fields and 8 years of experience. (or commensurate experience)
- 5 years of related financial analyst experience
- Experience with Federal Government OIT Project budgeting
- Strong communication skills (oral and written) to relay concise messaging and reporting to all levels of management
- Great interpersonal skills and ability to work independently with minimal guidance/supervision
- Strong analytical and investigation skills crafting solutions to challenging problems or issues
- Strong experience in developing presentations and slides for communicating technical and non-technical subjects to both small and large audiences
- Solid experience with Microsoft and other collaborative tools including Teams, SharePoint, Jira, etc.
- Ability to extrapolate and communicate a client's main challenges and pain points and the ability to craft strong solutions and make recommendations
- Responsible for on-time completion of all deliverables/work products
- Must be able to identify and mitigate risks to the project, and escalate program risks, as necessary
- *Clearance Required: Ability to obtain and maintain a Suitability/Public Trust clearance
- Experience leading within the Veterans Affairs Office of Information and Technology and/or Veterans Health Administration is a plus
- Experience with program control, including development of controls used to manage performance, including cost, schedule, and staff management
- Ability to proactively communicate and coordinate with various internal and external project stakeholders.
- This role manages the annual operating budget and acquisition execution for the product line. Develop and execute the Budget Operating Plan (BOP), perform multi-year programming (MYP) planning, and create and track acquisition packages for software products and service procurements.
- In preparation for the start of a new FY, work with Product/Project Lead to update/revise the previously submitted program BOP/SSPT spreadsheets to show what the acquisitions planned in the new fiscal year should be. Once finalized the Government Budget Analyst [who will be referred to as Budget] to get the data built onto strips in BTT.
- Budget Tracking · Use the Budget Tracking Tool (BTT) to pull data on relevant Spend Plan Items (SPI) for the Program/Project and create budget tracking spreadsheets to monitor execution.
- Monitor both Development Modernization and Enhancements (DME) and Sustainment funds in all areas of the Product/Project Lead's purview.
- Avoid unwanted ITBF sweeps by proactively repurposing any funds that are excess and sitting on a balance line strip.
- Prepare unfunded requirement (UFR) spreadsheets with strip acquisition details for each unfunded requirement.
- Monitor UFR status and revise UFR details and official requests as new requirements information become available.
- Support the Product/Project Lead with UFR communication and prioritization to the Health Services Portfolio and ITBF representatives.
- Assist Product/Project Lead with populating the CR InfoPath process.
- Facilitate changes to budget operating plans (BOPs)/strategic spend plan templates (SSPTs), provide detailed description of changes, and submit for approval.
- Support development of FITARA approval briefings, late/unfunded memos, and other relevant acquisition/budget-related correspondence.
- Support the Product/Product Lead in calculating planned, projected, and actual costs for each phase and build of the project, as well as inputting accurate data to the Veteran-Focused Integration Process (VIP)/PARS Dashboard.
- Review prior MYP and new MYP submissions to determine changes to project plans, requirements, and schedules requiring adjustments of estimates. Assists by working with Product/Project Leads to discuss anticipated project funding needs in out years.
- Bachelors Degree in Business Administration, Business Management, Computer Science, Information Systems, Operations Research or related fields and 8 years of experience. (or commensurate experience)
- 5 years of related financial analyst experience
- Experience with Federal Government OIT Project budgeting
- Strong communication skills (oral and written) to relay concise messaging and reporting to all levels of management
- Great interpersonal skills and ability to work independently with minimal guidance/supervision
- Strong analytical and investigation skills crafting solutions to challenging problems or issues
- Strong experience in developing presentations and slides for communicating technical and non-technical subjects to both small and large audiences
- Solid experience with Microsoft and other collaborative tools including Teams, SharePoint, Jira, etc.
- Ability to extrapolate and communicate a client's main challenges and pain points and the ability to craft strong solutions and make recommendations
- Responsible for on-time completion of all deliverables/work products
- Must be able to identify and mitigate risks to the project, and escalate program risks, as necessary
- *Clearance Required: Ability to obtain and maintain a Suitability/Public Trust clearance
- Experience leading within the Veterans Affairs Office of Information and Technology and/or Veterans Health Administration is a plus
- Experience with program control, including development of controls used to manage performance, including cost, schedule, and staff management
- Ability to proactively communicate and coordinate with various internal and external project stakeholders.
- This role manages the annual operating budget and acquisition execution for the product line. Develop and execute the Budget Operating Plan (BOP), perform multi-year programming (MYP) planning, and create and track acquisition packages for software products and service procurements.
- In preparation for the start of a new FY, work with Product/Project Lead to update/revise the previously submitted program BOP/SSPT spreadsheets to show what the acquisitions planned in the new fiscal year should be. Once finalized the Government Budget Analyst [who will be referred to as Budget] to get the data built onto strips in BTT.
- Budget Tracking · Use the Budget Tracking Tool (BTT) to pull data on relevant Spend Plan Items (SPI) for the Program/Project and create budget tracking spreadsheets to monitor execution.
- Monitor both Development Modernization and Enhancements (DME) and Sustainment funds in all areas of the Product/Project Lead's purview.
- Avoid unwanted ITBF sweeps by proactively repurposing any funds that are excess and sitting on a balance line strip.
- Prepare unfunded requirement (UFR) spreadsheets with strip acquisition details for each unfunded requirement.
- Monitor UFR status and revise UFR details and official requests as new requirements information become available.
- Support the Product/Project Lead with UFR communication and prioritization to the Health Services Portfolio and ITBF representatives.
- Assist Product/Project Lead with populating the CR InfoPath process.
- Facilitate changes to budget operating plans (BOPs)/strategic spend plan templates (SSPTs), provide detailed description of changes, and submit for approval.
- Support development of FITARA approval briefings, late/unfunded memos, and other relevant acquisition/budget-related correspondence.
- Support the Product/Product Lead in calculating planned, projected, and actual costs for each phase and build of the project, as well as inputting accurate data to the Veteran-Focused Integration Process (VIP)/PARS Dashboard.
- Review prior MYP and new MYP submissions to determine changes to project plans, requirements, and schedules requiring adjustments of estimates. Assists by working with Product/Project Leads to discuss anticipated project funding needs in out years.
- Successful candidates will have a professional demeanor and will have distinguished themselves with academic and professional excellence and a clearly demonstrated work ethic. They should be highly motivated to perform and learn, able to work collaboratively and independently, detail-oriented, comfortable speaking in public, and able to manage assigned tasks and projects from start to finish with input from supervisors. Candidates should also possess exceptional research, oral and written communication, and analytical skills, enabling them to support Cadmus' mission to successfully meet clients' needs.
- BA/BS and 2-4 years' work experience in environmental management, public policy, public administration, finance, economics, municipal administration, or a similar role OR a Master's degree.
- Understanding of how to apply statistical, financial, and economic methods to answer policy questions. Knowledge of basic principles of public financing and common financing instruments is preferred.
- Ability to conduct research and collect and evaluate data in support of data-driven analyses and reports.
- Excellent writing, communication, and critical thinking skills, and experience producing reports that clearly communicate technical analyses and results for the general public.
- Experience using Excel or other software to analyze data.
- Experience using R, Python, SQL, Virtual Basic, HTML and/or STATA or MATLAB, a plus.
- Some domestic travel may be required.
- *Additional Information:
- Candidates must be eligible to work in the United States as a U.S Perm Resident or U.S. Citizen.
- As a highly motivated Junior Environmental Policy & Financial Analyst, you'll be joining Cadmus' rapidly growing practice supporting contracts with EPA and other government clients in the areas of drinking water, water quality, and resilience. We will be supporting our clients in an unprecedented time in America to substantially improve America's water infrastructure and advance the resilience of public funding programs. You'll be working in a team-oriented environment providing financial, economic, and policy analysis support to help meet Cadmus' high standards of excellence.
- Providing policy and financial analysis on issues related to drinking water, wastewater, or storm water infrastructure financing, sustainability, and resilience.
- Providing policy or financial analysis on infrastructure grant programs to help EPA and states achieve priorities of public infrastructure funding, such as improving access to clean drinking water across the country, replacing lead service lines, and making America's water infrastructure more resilient.
- Conducting data and statistical analyses, literature searches, and reviews on technical topics to support policy initiatives, process improvement, and assess the impacts of policy decisions.
- Writing or editing guidance documents, reports, case studies, presentations, and other documents.
- Providing general project support such as note-taking.
- Successful candidates will have a professional demeanor and will have distinguished themselves with academic and professional excellence and a clearly demonstrated work ethic. They should be highly motivated to perform and learn, able to work collaboratively and independently, detail-oriented, comfortable speaking in public, and able to manage assigned tasks and projects from start to finish with input from supervisors. Candidates should also possess exceptional research, oral and written communication, and analytical skills, enabling them to support Cadmus' mission to successfully meet clients' needs.
- BA/BS and 5 years' work experience in environmental management, public policy, public administration, finance, economics, municipal administration, or a similar role OR a Master's degree with 3 years of related experience.
- Understanding of how to apply statistical, financial, and economic methods to answer policy questions. Knowledge of basic principles of public financing and common financing instruments is preferred.
- Ability to conduct research and collect and evaluate data in support of data-driven analyses and reports.
- Excellent writing, communication, and critical thinking skills, and experience producing reports that clearly communicate technical analyses and results for the general public. Public speaking experience preferred.
- Experience using Excel or other software to analyze data.
- Experience using R, Python, SQL, Virtual Basic, HTML and/or STATA or MATLAB, a plus.
- Experience managing projects and ensuring high-quality deliverables.
- Some domestic travel may be required.
- *Additional Information:
- Candidates must be eligible to work in the United States as a U.S Perm Resident or U.S. Citizen.
- As a highly motivated, mid-level Water Infrastructure Policy & Financial Analyst, you'll be joining Cadmus' rapidly growing practice supporting contracts with EPA and other government clients in the areas of drinking water, water quality, and resilience. We will be supporting our clients in an unprecedented time in America to substantially improve America's water infrastructure and advance the resilience of public funding programs. You'll be working in a team-oriented environment providing financial, economic, and policy analysis support, as well as project management and coordination support to help meet Cadmus' high standards of excellence. Remote locations will be considered for the right candidate.
- Providing policy and financial analysis on issues related to drinking water, wastewater, or storm water infrastructure financing, sustainability, and resilience.
- Providing policy or financial analysis on infrastructure grant programs to help EPA and states achieve priorities of public infrastructure funding, such as improving access to clean drinking water across the country, replacing lead service lines, and making America's water infrastructure more resilient.
- Conducting data and statistical analyses, literature searches, and reviews on technical topics to support policy initiatives, process improvement, and assess the impacts of policy decisions.
- Providing project management support:
- Providing strategic thinking in support of client initiatives.
- Managing and supervising analyses and product development for EPA and other government clients.
- Ensuring client satisfaction across multiple projects in a program.
- Facilitating information sharing and planning across projects and teams.
- Supporting the efforts of multiple project managers.
- Writing or editing guidance documents, reports, case studies, presentations, and other documents.
- ## The Complex Director seeks to drive profitable multi-office growth across the Oregon and Washington State geography (i.e., complex) by creating a compelling business plan emphasizing profitable growth through effective management of P&L, implementing sound strategy and growth through advisor and client acquisition, retention, tenure, and productivity. The Complex Director will drive revenue and asset growth, effectively segmenting the needs and prioritizing the opportunities of the complex, developing high-performing branch and associate managers, and optimizing resources across the complex including strong partnerships across the operations team.Key Responsibilities
- Accountable for own branch and branches within the Oregon and Washington State complex.
- Lead branch and associate managers, advisors, and build strong partnerships with operations staff and other resources that support the complex.
- Lead from the front by demonstrating effective strategies, demonstrate appropriate leadership competencies and executing the playbook to drive results.
- Understand skills of branch managers and leverage talents to drive performance. Develop and execute performance improvement plans when necessary.
- Implement national recruiting strategy. Lead branch managers and recruiting partners to execute.
- Recruit high quality experienced advisors and novice advisors to your branch and complex.
- Actively generate leads into local area pipeline and manage the end-to-end candidate experience.
- Understand the Ameriprise value proposition, develop branch's unique value proposition, and articulate each to candidates.
- Execute on onboarding and ramp-up plans that drives growth.
- Drive profitable organic growth of the complex and branch office key metrics through active leadership, coaching, and delivery of the Ameriprise Client Experience.
- Inspect results regularly and provide regular coaching to branch managers and advisors in your branch on business planning, client acquisition, advice, investment solutions, external practice acquisition, and more.
- Lead the complex with integrity.
- Ensure brand standards, client service and client satisfaction are met.
- Maintain a legal and compliant organization.
- Perform front-line supervision and second level supervision activities to ensure sales activities are appropriately based on client objectives, goals, and risk tolerance.
- Anticipate, manage, and resolve risk items to ensure the interests of the client. Develop strong local culture, including a culture of peer learning and comradery; achievement orientation; growth and continuous development.
- Ensure Ameriprise core values are upheld - client focus, integrity always, excellence in all we do, and giving back to the communities in which we live and work.
- Quarterly Periodic Business Reviews with Branch Leader and Regional Sales Leader. Monthly results review with Branch Leader.
- Weekly to bi-weekly 1:1s with Level II+ advisors.
- Bi-weekly results review with branch managers.
- Bachelor's degree in Business, Finance, Economics, Statistics, or another quantitative field, or equivalent practical experience.
- 4 years of experience in financial planning and analysis (FP&A), consulting, or a related function, or an advanced degree.
- Experience executing full-cycle financial planning and analysis functions including budgeting, forecasting, variance analysis, and modeling within a multinational company setting.
- Experience with building data infrastructure (e.g., designing architecture, building data pipelines, implementing scalable monitoring) and implementing reporting solutions.
- Experience in developing strategies in fast-paced engaged environments, with impeccable business judgment for resource allocation decisions to achieve the desired business outcome.
- Experience developing financial models to evaluate the return on investment (ROI) of infrastructure projects.
- Ability to work with data to produce analysis, influencing decision making with numerical analysis and generating insights.
- Excellent communication skills with the ability to work with a wide variety of departments.
- Financial Analysts ensure that Google makes sound financial decisions. As a Financial Analyst, your work, whether it's modeling business scenarios or tracking performance metrics, is used by our leaders to make strategic company decisions. While working on multiple projects at a time, you are focused on the details while finding creative ways to solve big picture challenges.
- Technical Infrastructure (TI) is the backbone of Google - the global data centers, networks and integrated hardware and software that power both Google customer products and services, including Google Cloud, and our internal operations. Google builds and operates one of the largest private data center fleets in the world. It is a complex technical area with very large operating and capital budgets growing year over year.
- The TI Finance mission is to partner cross-functionally drive optimal decision-making, provide insights for strategic and tactical decisions, and bend the cost curve down.
- The name Google came from "googol," a mathematical term for the number 1 followed by 100 zeros. And nobody at Google loves big numbers like the Finance team when providing in depth analysis on all manner of strategic decisions across Google products. From developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and advisor to the business.
- The US base salary range for this full-time position is $117,000-$167,000 + bonus + equity + benefits. Our salary ranges are determined by role, level, and location. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process.
- Please note that the compensation details listed in US role postings reflect the base salary only, and do not include bonus, equity, or benefits. Learn more aboutbenefits at Google (https://careers.google.com/benefits/) .
- Perform analysis of datasets to extract relevant information, identify trends, and generate actionable insights for the business.
- Identify and evaluate opportunities to optimize expenditures related to technical infrastructure, including risk management, scenario analysis, and driving key performance indicators.
- Manage projects involving multiple stakeholders, timelines, organizational implications, and changing circumstances.
- Utilize your in-depth understanding of the latest technology, infrastructure, business and its underlying economic fundamentals to impact decision making.
- Serve as a trusted advisor to engineering and infrastructure leadership, providing proactive, data-driven insights to guide resource allocation decisions with business partners.
- Information collected and processed as part of your Google Careers profile, and any job applications you choose to submit is subject to Google'sApplicant and Candidate Privacy Policy (./privacy-policy) .
- Bachelor's Degree - Accounting / Finance or an equivalent combination of education and experience.
- 3 years of analytical and business experience.
- Master's Degree - Business Administration.
- Certified Public Accountant (CPA) upon hire.
- Certified Management Accountant (CMA) upon hire.
- 2 years - Healthcare related experience.
- Bachelor's Degree - Accounting / Finance or an equivalent combination of education and experience.
- 3 years of analytical and business experience.
- Master's Degree - Business Administration.
- Certified Public Accountant (CPA) upon hire.
- Certified Management Accountant (CMA) upon hire.
- 2 years - Healthcare related experience.
- Bachelor's Degree - Accounting / Finance or an equivalent combination of education and experience.
- 3 years of analytical and business experience.
- Master's Degree - Business Administration.
- Certified Public Accountant (CPA) upon hire.
- Certified Management Accountant (CMA) upon hire.
- 2 years - Healthcare related experience.
- Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science)
- 2+ years of finance or a related analytical field experience
- 5+ years of finance or a related analytical field experience
- Design and build processes that improve the level of accuracy, automation, and scalability of financial analysis
- Own a subset of financial analyses from ideation through execution that balances speed of execution with accuracy to deliver the highest degree of value to Amazon
- Uses active listening skills intuitively to communicate data (both written and verbal) in a clear, concise, and unambiguous manner. Adjusts style for various audiences to articulate complex finance issues clearly. Your communication drives critical business decisions
- Makes thoughtful time management decisions independently. Prioritizes work, resolves issues, meets deadlines, and seeks feedback from your manager. Discerns between urgent and non-urgent issues and acts accordingly to solve them
- Drives own self-development in the Finance Community: seeks opportunities to expand finance expertise. Participates in events, initiatives, and projects, then shares gained knowledge in and outside of your team
- Contributes to work life harmony by being a positive, collaborative, and effective influencer across team members as an indicator of operations excellence
- Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science)
- 3+ years of finance or a related analytical field experience
- 4+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- Lead financial reporting and modeling initiatives, translating complex data into actionable insights that drive global strategic decisions
- Analyze key performance indicators and validate
- Champion data integrity and financial controls as a Controllership priority
- Proactively identify and resolve complex reporting issues while implementing cost-effective risk management solutions
- Guide business partners through financial decision-making, particularly in ambiguous situations with limited data. Provide balanced analysis of financial and operational trade-offs to support informed choices
- Communicate complex financial information with clarity and precision, adapting your approach for different audiences. Deliver insights that enable critical business decisions through both written and verbal channels
- Demonstrate strong leadership by engaging in constructive dialogue, effectively managing disagreement, and driving consensus-based decisions while maintaining professional conviction
- Build and develop high-performing teams by recruiting exceptional talent, providing meaningful mentorship, and fostering growth opportunities within the Finance organization
- Lead Finance-wide initiatives that strengthen the global team, including professional development programs and diversity & inclusion efforts that prepare the organization for future challenges
- Master your functional area while promoting work-life balance. Model operational excellence and serve as a positive influence for team members through collaborative leadership and efficient execution
- Bachelor's degree in engineering, statistics or business, or Bachelor's degree and 5+ years of quantitative role (engineering, process re-engineering, quality assurance) experience
- 3+ years of tax, finance or a related analytical field experience
- 4+ years of applying key financial performance indicators (KPIs) to analyses experience
- 4+ years of identifying, leading, and executing opportunities to improve, automate, standardize or simplify finance or business tools and processes experience
- 3+ years of dissecting financial data and identifying patterns that support business strategy experience
- 4+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience
- Knowledge of Tableau
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- Responsible for all forecasting activities for annual OP1/OP2/3YF and quarterly guidance cycles including bottoms up planning, plan generation, and bridging for assigned Opex accounts
- Responsible for month end close MEC activities including actuals review, accounting entries (accruals, reversals, reclasses, etc) and preparing detailed variance bridges for assigned Opex accounts
- Complete ad-hoc cost deep dives to establish spending trends, root causes and actionable guidance
- Identify and implement process improvements that automate, standardize, or simplify financial workflows
- Prioritize work effectively across competing demands to meet established deadlines
- Drive self-development by expanding finance expertise and sharing knowledge with the broader team
- 3+ years of tax, finance or a related analytical field experience
- 4+ years of Accounts Receivable or Account Payable experience
- 4+ years of applying key financial performance indicators (KPIs) to analyses experience
- 4+ years of creating process improvements with automation and analysis experience
- 4+ years of identifying, leading, and executing opportunities to improve, automate, standardize or simplify finance or business tools and processes experience
- 3+ years of dissecting financial data and identifying patterns that support business strategy experience
- 3+ years of contributing to cross-functional initiatives that drive financial performance and strategy experience
- Bachelor's degree in engineering, statistics or business, or Bachelor's degree and 5+ years of quantitative role (engineering, process re-engineering, quality assurance) experience
- Six Sigma Black Belt
- Experience with advanced use of SQL for data mining and business intelligence
- Experience as a lean sensei, or experience working as a Quality Assurance Enginee
- 4+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience
- Knowledge of Tableau
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- Drive strategic supply chain initiatives with business and finance partners by presenting financial and non-financial trade-offs using data. You make thoughtful judgement calls in ambiguous environments where data may be scarce or difficult to procure.
- Improve the NA FP&A processes to simplify and improve accuracy in the consolidation of planning and reporting.
- Oversee financial reporting for your business area. Understand input drivers and validate integrity of the reporting to influence strategic decision-making and planning. Use data to identify disruptive ideas and provide advice to business leaders across the globe.
- With Controllership as the top priority, you identify, resolve, or provide guidance to resolve complex data integrity issues. You improve controls to address financial risk and support frugality.
- Use active listening skills intuitively to communicate data (both written and verbal) in a clear, concise, and unambiguous manner. Adjust style for various audiences to articulate complex finance issues clearly. Your communications drive critical business decisions.
- Become an expert in your lane to contribute to work-life harmony. You are a positive, collaborative, and effective influencer to new team members and model operations excellence and efficiency.
Are you ready to be part of something more? You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another and their community. Expect more than the status quo. At UMB, you can expect _more heart_ . Yo
- Minimum qualifications are required to be initially considered for this position. Preferred qualifications are in addition to the minimum requirements and are considered a plus factor in identifying top candidates. This position is not eligible for Intel immigration sponsorship.
- Bachelor's or Master's degree in Finance, Accounting, Economics, Computer Science, or a related field.
- Experience with AI Enterprise tools, Python and/or SQL.
- Hands-on use of LLMs/AI tools for analysis, summarization, or workflow automation.
- Strong analytical and problem-solving skills.
- Clear written and verbal communication.
- Interest in using AI and data to solve real business problems.
- 6months to 2 years of relevant work experience in analytics, finance, automation, or AI-related work.
- Exposure to prompt engineering, RAG, or agent-based AI approaches.
- Exposure to corporate financial statements, financial analysis, and basic modeling.
- Familiarity with common finance decision frameworks such as NPV and ROI.
- Experience with tools such as Copilot or Claude or custom solutions is a plus, but not required.
- Requirements listed would be obtained through a combination of industry relevant job experience, internship experiences and or schoolwork/classes/research.
- Intel Finance is hiring an early-career analyst to help build how AI gets used in real finance work. This role sits in our Revenue and Pricing Finance organization supporting our Client Computing Group, Intel's largest business unit, and focuses on using data, automation, and AI to improve speed, decision quality, and execution. It reports directly to the Director of Revenue and Pricing Finance and works across Client Computing Group Finance on cross-group projects.
- This role will help shape the future of how people will work with AI in finance. The work is practical and hands-on. You will help connect data, streamline manual work, and build solutions that finance teams and leaders can actually use. That includes decision support tools, workflow automation, and AI-enabled approaches where they add value.
- This role is a good fit for an early-career professional who wants to work across finance, data, and AI. Candidates with internships, applied academic work, or up to a couple of years of relevant experience are all in scope for this role.
- Connect and structure data from multiple sources so it can be used reliably for analysis, automation, and decision support.
- Analyze revenue, pricing, and financial data to help teams make better business decisions.
- Own key deliverables such as pricing and mix analysis to support weekly revenue updates and quarterly revenue sale plan development
- Evaluate customer pricing and mix trends to support revenue planning and margin evaluation
- Build AI-enabled solutions that reduce manual work and improve recurring finance processes.
- Develop decision support models that help leaders evaluate scenarios, tradeoffs, and outcomes.
- Use modern AI tools and workflow approaches, including prompt-based and agent-based methods, where they improve insight or execution.
- Partner with finance, business, and technical teams to turn real problems into working solutions.
- Test, refine, and improve solutions as tools and capabilities evolve.
- Apply sound judgment around data quality, responsible AI use, and good finance practices.
- Why This Role Stands Out
- You will work on applied AI in a real finance environment, not side projects or slideware.
- Your work will be tied to revenue and pricing decisions that matter to the business.
- You will work directly with finance leaders and cross-functional partners.
- The role gives an early-career candidate a chance to build modern skills across finance, analytics, automation, and AI in a live business setting.
- Intel Finance has learning and development resources focused on career growth and AI capability development.
Are you ready to be part of something more? You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another and their community. Expect more than the status quo. At UMB, you can expect _more heart_ . Yo
Are you ready to be part of something more? You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another and their community. Expect more than the status quo. At UMB, you can expect _more heart_ . Yo
Are you ready to be part of something more? You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another and their community. Expect more than the status quo. At UMB, you can expect _more heart_ . Yo
- Bachelor's Degree in Accounting, Business, or related field
- Minimum of 0 years of related experience or equivalent work experience in lieu of degree.
- Basic understanding of financial principles including creating and managing budgets and forecasting future financial outcomes.
- Ability to analyze large datasets to identify trends, risks and opportunities.
- Good problem identification and problem resolution skills.
- Basic communication skills to work effectively with all levels of staff and management.
- Prioritizes tasks and managing time effectively to meet deadlines.
- Ability to develop and maintain good interpersonal relationships; work collaboratively within a team environment.
- Collects and summarizes financial data so that financial management can forecast and report accurate financial results.
- Creates and analyzes monthly, quarterly, and annual reports and ensures financial information has been recorded accurately.
- Identifies trends and developments in competitive environments and presents findings to senior management.
- Support month-end closings and budget processes
- Work in excel based financial models
- Bachelor's degree in finance, accounting or related field
- 3+ years of tax, finance or a related analytical field experience
- Experience in financial modeling, P&L management or analysis
- Experience in identifying, leading, and executing opportunities to improve, automate, standardize or simplify finance or business tools and processes
- Experience in Excel with advanced proficiency (pivots, lookups, etc.)
- Experience with cube engine tools (e.g. TM1, Cognos or Essbase), SQL and Data warehouse
- Experience in e-commerce, digital advertising, or media
- Support financial planning and forecasting for the Supply Tech business for all planning cycles
- Build and maintain financial models to evaluate business performance, new opportunities, and investment trade-offs
- Develop analyses to help prioritize key initiatives and inform product roadmap decisions
- Contribute to Weekly, Monthly, and Quarterly Business Reviews by preparing variance analyses, KPI reporting, and executive-ready materials
- Partner with business teams to provide data-driven insights and decision support on emerging business opportunities
- Perform sensitivity analyses and scenario modeling to assess financial risk and opportunity
- Identify and drive process improvements to enhance reporting accuracy and efficiency
- Manage and reconcile financial data across multiple systems to ensure integrity of reporting
- In this role, you will support the Supply Tech program by building financial models, preparing business reviews, and delivering analyses that inform strategic decisions in partnership with SupplyTech finance lead. You will work closely with business partners in advertising and stakeholders across Amazon to size investment opportunities, perform impact analyses, and assess financial risk and opportunity. You will have the chance to develop deep business acumen in a rapidly evolving space while gaining exposure to senior leadership.
- 3+ years of tax, finance or a related analytical field experience
- 4+ years of applying key financial performance indicators (KPIs) to analyses experience
- 4+ years of creating process improvements with automation and analysis experience
- 4+ years of identifying, leading, and executing opportunities to improve, automate, standardize or simplify finance or business tools and processes experience
- Bachelor's degree in engineering, statistics or business
- Experience with advanced use of SQL for data mining and business intelligence
- 3+ years of dissecting financial data and identifying patterns that support business strategy experience
- 3+ years of contributing to cross-functional initiatives that drive financial performance and strategy experience
- 4+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience
- Knowledge of Tableau
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- Collaborative interaction with stakeholders at multiple levels and lead teams to define and deliver solutions.
- Drive business reviews and create mechanisms that promote accountability and high standards.
- Anticipate bottlenecks, provide escalation management, anticipate and make trade-offs, and balance the business needs versus technical and process constraints.
- Foster constructive and proactive communication across organizational boundaries.
- Drive effective teamwork, communication, collaboration, and commitment across multiple groups with competing priorities.
- Minimum of 2 years of consulting experience in healthcare financial advisory supporting provider clients such as health systems, hospitals, and other acute care organizations, or comparable experience within a health system or provider organization in a strategic financial leadership capacity.
- Strong understanding of healthcare finance, including capital planning, liquidity management, and financial performance drivers
- Experience in restructuring, turnaround, performance improvement, or similarly rigorous financial advisory environments
- Proven ability to lead complex analytical workstreams with strong project management, client communication, and strategic problem-solving skills
- Advanced financial analysis and modeling capabilities, including evaluation of financial statements, valuation, pro forma modeling, and discounted cash flow analysis
- Ability to translate complex financial and corporate finance concepts into clear, executive-level insights and recommendations
- Proficiency in healthcare accounting and financial reporting, including monthly operating reports, statements, schedules, and overhead or operational improvement analysis
- Bachelor's degree in Accounting, Finance, Economics, or a related field preferred
- *Travel & Location
- Travel requirements vary by project; candidates must be willing to travel as needed, potentially up to 80%
- Candidates may reside anywhere in the contiguous United States near a major airport
- The estimated base salary range for this job is $120,000 - $165,000. The range represents a good faith estimate of the range that Huron reasonably expects to pay for this job at the time of the job posting. The actual salary paid to an individual will vary based on multiple factors, including but not limited to specific skills or certifications, years of experience, market changes, and required travel. This job is also eligible to participate in Huron's annual incentive compensation program, which reflects Huron's pay for performance philosophy. Inclusive of annual incentive compensation opportunity, the total estimated compensation range for this job is $134,400 - $194,700. The job is also eligible to participate in Huron's benefit plans which include medical, dental and vision coverage and other wellness programs. The salary range information provided is in accordance with applicable state and local laws regarding salary transparency that are currently in effect and may be implemented in the future.
- \#LI-JD1 #LI-Remote
- *Position Level
- United States of America
- At Huron, we're redefining what a consulting organization can be. We go beyond advice to deliver results that last. We inherit our client's challenges as if they were our own. We help them transform for the future. We advocate. We make a difference. And we intelligently, passionately, relentlessly do great work...together.
- Are you the kind of person who stands ready to jump in, roll up your sleeves and transform ideas into action? Then come discover Huron.
- Whether you have years of experience or come right out of college, we invite you to explore our many opportunities. Find out how you can use your talents and develop your skills to make an impact immediately. Learn about how our culture and values provide you with the kind of environment that invites new ideas and innovation. Come see how we collaborate with each other in a culture of learning, coaching, diversity and inclusion. And hear about our unwavering commitment to make a difference in partnership with our clients, shareholders, communities and colleagues.
- Huron Consulting Group offers a competitive compensation and benefits package including medical, dental, and vision coverage to employees and dependents; a 401(k) plan with a generous employer match; an employee stock purchase plan; a generous Paid Time Off policy; and paid parental leave and adoption assistance. Our Wellness Program supports employee total well-being by providing free annual health screenings and coaching, bank at work, and on-site workshops, as well as ongoing programs recognizing major events in the lives of our employees throughout the year. All benefits and programs are subject to applicable eligibility requirements.
- Own project workstreams by structuring problems, prioritizing analyses, and delivering high-quality outputs under tight timelines
- Gather, analyze, and synthesize primary and secondary data to develop actionable client insights
- Build and communicate clear, client-ready materials, including presentations and written deliverables
- Collaborate with project teams to diagnose client challenges and develop practical, data-driven recommendations
- Support firm growth through proposal development, business development efforts, and mentoring junior team members
Description Professional role managing the acquisition of technology goods and services with a focus on cost optimization, vendor contract renewals, and budget adherence. The role analyzes IT spending, maintains financial controls, ensures compliance in software and hardware purchases, supports ac
- Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science), or Bachelor's degree and 4+ years of finance or a related analytical field experience
- 3+ years of tax, finance or a related analytical field experience
- 2+ years of building financial and operational reports/data sets that inform business decision-making experience
- 3+ years of identifying, leading, and executing opportunities to improve, automate, standardize or simplify finance or business tools and processes experience
- Experience with advanced use of SQL for data mining and business intelligence
- 3+ years of contributing to cross-functional initiatives that drive financial performance and strategy experience
- 3+ years of dissecting financial data and identifying patterns that support business strategy experience
- Generative Artificial Intelligence (GenAI) experience.
- 4+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- Experience applying key financial performance indicators (KPIs) to analyses
- Partner directly with senior marketing leaders (Director/VP level) as their trusted finance advisor, providing data and analysis driven recommendations on investment decisions across your portfolio.
- Own monthly financial close, variance analysis, and quarterly forecasting for your business area. Proactively surface risks, opportunities, and recommendations.
- Understand and partner with accounting & FP&A to drive an effective month-end close process.
- Build and maintain financial models that drive investment decisions: scenario planning, and ROI-informed budget allocation.
- Translate financial data into the "so what" - present findings to senior stakeholders in language they can act on.
- Build systems and automations that reduce administrative overhead and increase the speed of financial decision-making across the team.
- Leverage SQL, Python, and AI tools to work with data at scale - speed and rigor matter equally.
- Manage approvals, purchase orders, and budget controllership with accuracy and ownership.
- Excel maybe your starting point, but your goal is to drive data-driven decisions through influencing and partnering. Learning about the business is key - you'll spend time understanding what marketing leaders are trying to achieve, then bring financial perspective that sharpens their decisions. A typical week includes advising on spend decisions, preparing investment narratives for senior reviews, challenging forecast assumptions with data, and ensuring financial controllership is tight. You'll work autonomously, flag issues before they become problems, and earn trust by consistently delivering insights that matter. Strong ownership of the P&L, a bias for action, and the ability to influence without authority are critical.
- *Minimum Qualifications: This position is not eligible for Intel immigration sponsorship.
- Minimum qualifications are required to be initially considered for this position.
- Bachelor's degree in Finance or Business Administration.
- 6+ months to 1 year of practical experience in relevant financial roles.
- Familiarity with SAP and Power BI for data visualization and financial analysis.
- Intermediate proficiency in Excel for data analysis, including managing large datasets.
- Preferred qualifications are in addition to the minimum requirements and are considered a plus factor in identifying top candidates.
- Proven prior experience in financial modeling and forecasting, with knowledge in PnL construction.
- Demonstrated problem-solving ability and process improvement mindset.
- Interpersonal skills to foster collaboration and build trust.
- Join us to leverage your analytical skills in a dynamic environment while growing your expertise and contributing to Intel's continued innovation and success.
- The Foundry Central LRP and Strategic Capacity Planning team is at the forefront of Foundry's decision-making and plays a crucial part in shaping Intel's long-term strategies.
- The high-visibility team frequently engages with senior leadership, including Foundry's CFO, operations executives, and subject matter experts across Intel. This collaboration enables the team to drive and generate Foundry's five-year PNL forecast and NPV valuation, track progress to BOD commitments, and drive initiatives that will improve Foundry's long-term profitability.
- The Opportunity to be part of a team set on improving Intel's long-term profitability.
- Work in a fast paced matrixed environment with subject matter experts across Foundry to deliver a long term financial forecast to Foundry ELT.
- Partner with Sr. Finance Leadership to drive business value.
- Work with a team of specialists proficient in a broad spectrum of quick-turn analysis.
- Gain a breadth of acumen across Foundry and Intel's businesses and strategic initiatives.
- Build a broad professional network with teams across Intel
- Support execution of the LRP and financial planning processes by maintaining high-quality data inputs, supporting templates, and helping ensure core models are accurate, reliable, and decision-ready.
- Perform data validations and reconciliations that strengthen the quality of planning assumptions, improve confidence in outputs, and support timely reviews during key planning cycles.
- Build and enhance control checks that improve data integrity, surface model issues early, and increase the efficiency and consistency of LRP and NPV workflows.
- Analyze disconnects across source data, assumptions, and model outputs, and help drive issue resolution by clearly communicating findings and recommended follow-up actions.
- Develop reports, trackers, and performance metrics that help the team monitor milestones, improve visibility to key business drivers, and support Foundry profitability objectives.
- Collaborate with Finance, Operations, and cross-functional stakeholders to collect inputs, close gaps, and help deliver accurate, aligned outputs across planning milestones.
- Contribute to automation and continuous improvement initiatives by helping standardize repeatable work, streamline reporting, and build or apply tools such as Power BI and Power Query to generate actionable insights.
- *The successful candidate must demonstrate the following:
- Strong analytical rigor and attention to detail, with comfort working in spreadsheets or similar data tools and an interest in developing capability in financial models, Power BI, Power Query, and planning processes.
- Effective written and verbal communication skills, including the ability to ask thoughtful questions, synthesize findings, and provide clear updates to teammates and business partners.
- A proactive problem-solving mindset and intellectual curiosity to investigate issues, understand root causes, and help improve the quality and reliability of business outputs.
- Strong organizational skills, sound judgment in managing recurring deliverables, and the ability to work effectively in a fast-paced environment with competing priorities.
- A collaborative, team-oriented approach and the ability to build effective working relationships across Finance, Operations, and other cross-functional teams.
- Experience with data validation, reporting, process support, or planning tools is valued, and exposure to Power BI, Power Query, or automation solutions is a strong plus.
- Minimum qualifications are required to be initially considered for this position. Preferred qualifications are in addition to the minimum requirements and are considered a plus factor in identifying top candidates. This position is not eligible for Intel immigration sponsorship.
- Bachelor's or Master's degree in Finance, Accounting, Economics, Computer Science, or a related field.
- 6+ months to 1 year of relevant experience through internships, coursework or work in finance.
- Clear written and verbal communication.
- Demonstrates strong interest or exposure in using AI and data to solve real business problems
- Exposure to corporate financial statements, financial analysis, and basic modeling.
- Familiarity with common finance decision frameworks such as NPV and ROI.
- Strong analytical and problem solving skills.
- Requirements listed would be obtained through a combination of industry relevant job experience, internship experiences and or schoolwork/classes/research.
- Join Intel's revenue finance team supporting our largest business unit, the Client Computing Group. This role sits in our Revenue and Pricing Finance organization focusing on performing financial forecasting, quarter close activities, and supporting business decision making.
- As a Revenue Financial Analyst, you'll play a critical role in reporting and analyzing financial trends to help inform our business leaders on real business decisions. Examples can include revenue strategy, product mix analysis, pricing strategy and margin analysis. This position directly reports to the Director of Revenue and Pricing Finance.
- This role is a good fit for an early-career professional who wants to work across finance, data, and AI. Candidates with internships, applied academic work, or up to a couple of years of relevant experience are all in scope for this role.
- The primary responsibilities for this role will include, but are not limited to:
- Analyze revenue, pricing, and financial data to help teams make better business decisions.
- Evaluate customer pricing and mix trends to support revenue planning and margin evaluation
- Execute and organize major finance processes across finance and operations, including forecast and close quarterly cycles.
- Partner on AI-enabled solutions that reduce manual work and improve recurring finance processes.
- Collaborate cross-functionally with finance and operations teams to ensure process efficiency and accuracy.
- Drive automation initiatives and leverage AI technologies to enhance modeling capabilities and generate actionable business insights.
- Maintain process organization to ensure timely completion of all financial cycles and deliverables.
- Identify opportunities for process improvement and enhanced analytical capabilities.
Description Professional role managing the acquisition of technology goods and services with a focus on cost optimization, vendor contract renewals, and budget adherence. The role analyzes IT spending, maintains financial controls, ensures compliance in software and hardware purchases, supports ac
- Good communication skills
- Strong attention to detail
- Demonstrated skills in Excel and Microsoft Office Suite required.
- Completion of basic Finance and accounting courses desired.
- Veterans and Military Spouses belong at Oracle
- This is a place where your military experience and talent will help you thrive. Our culture of inclusion values the skills that veterans bring to our workforce and empowers you to use them to transform the world for the better. Get a head start on your civilian career today.
- The Financial Analyst supports the Manufacturing and Distribution department, a global organization in Oracle. This role focuses on various Finance and Cost Accounting activities critical to our Manufacturing and Distribution line of business. This includes financial reporting, forecasting and budgeting, month-end close, cost analysis, fixed assets management, and cost reduction initiatives.
- Support the Manufacturing and Distribution organization worldwide.
- Prepare forecast for global line of business.
- Close monthly account records, including reconciling, researching discrepancies through investigation, and ad-hoc reporting.
- Ensure the accuracy of all inventory accounting; perform ongoing audits of activity.
- Assist in financial reports preparation for upper management to review; conduct cost-benefit analysis on potential changes to supply-chain.
- Produce and analyze key indicators of department performance.
- Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
- Bachelor's Degree in Accounting or Finance related field or an additional four years of related experience
- Analytical and business experience or the ability to apply business knowledge and analytical skills
- 2 years of finance, accounting, budgeting or analyst experience.
- Intermediate Excel skills, including pivots, lookups and basic financial modeling.
- *Why Join Providence?
- Our best-in-class benefits are uniquely designed to support you and your family in staying well, growing professionally, and achieving financial security. We take care of you, so you can focus on delivering our Mission of caring for everyone, especially the most vulnerable in our communities.
- Accepting a new position at another facility that is part of the Providence family of organizations may change your current benefits. Changes in benefits, including paid time-off, happen for various reasons. These reasons can include changes of Legal Employer, FTE, Union, location, time-off plan policies, availability of health and welfare benefit plan offerings, and other various reasons.
- Good communication skills
- Strong attention to detail
- Demonstrated skills in Excel and Microsoft Office Suite required.
- Completion of basic Finance and accounting courses desired.
- Veterans and Military Spouses belong at Oracle
- This is a place where your military experience and talent will help you thrive. Our culture of inclusion values the skills that veterans bring to our workforce and empowers you to use them to transform the world for the better. Get a head start on your civilian career today.
- The Financial Analyst supports the Manufacturing and Distribution department, a global organization in Oracle. This role focuses on various Finance and Cost Accounting activities critical to our Manufacturing and Distribution line of business. This includes financial reporting, forecasting and budgeting, month-end close, cost analysis, fixed assets management, and cost reduction initiatives.
- Support the Manufacturing and Distribution organization worldwide.
- Prepare forecast for global line of business.
- Close monthly account records, including reconciling, researching discrepancies through investigation, and ad-hoc reporting.
- Ensure the accuracy of all inventory accounting; perform ongoing audits of activity.
- Assist in financial reports preparation for upper management to review; conduct cost-benefit analysis on potential changes to supply-chain.
- Produce and analyze key indicators of department performance.
- Good communication skills
- Strong attention to detail
- Demonstrated skills in Excel and Microsoft Office Suite required.
- Completion of basic Finance and accounting courses desired.
- Veterans and Military Spouses belong at Oracle
- This is a place where your military experience and talent will help you thrive. Our culture of inclusion values the skills that veterans bring to our workforce and empowers you to use them to transform the world for the better. Get a head start on your civilian career today.
- The Financial Analyst supports the Manufacturing and Distribution department, a global organization in Oracle. This role focuses on various Finance and Cost Accounting activities critical to our Manufacturing and Distribution line of business. This includes financial reporting, forecasting and budgeting, month-end close, cost analysis, fixed assets management, and cost reduction initiatives.
- Support the Manufacturing and Distribution organization worldwide.
- Prepare forecast for global line of business.
- Close monthly account records, including reconciling, researching discrepancies through investigation, and ad-hoc reporting.
- Ensure the accuracy of all inventory accounting; perform ongoing audits of activity.
- Assist in financial reports preparation for upper management to review; conduct cost-benefit analysis on potential changes to supply-chain.
- Produce and analyze key indicators of department performance.
- 3+ years of tax, finance or a related analytical field experience
- 3+ years of applying key financial performance indicators (KPIs) to analyses experience
- 3+ years of identifying, leading, and executing opportunities to improve, automate, standardize or simplify finance or business tools and processes experience
- Bachelor's degree in engineering, statistics or business, or Bachelor's degree
- 3+ years of contributing to cross-functional initiatives that drive financial performance and strategy experience
- 3+ years of dissecting financial data and identifying patterns that support business strategy experience
- 4+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- Experience in creating process improvements with automation and analysis
- Serve as the primary point of contact for month-end close and forecast cycles, coordinating across SMGS teams to ensure timely and accurate deliverables
- Lead consolidation activities and central forecasting processes for the SMGS organization
- Drive fleet usage and capex forecasting, developing advanced financial models and analytical tools
- Build and scale fleet management and reporting capabilities, including development of dashboards and KPI tracking
- Perform ad-hoc analysis as needed and present findings to senior leadership
- Execute the overall financial planning process and coordinate forecast submissions
- Establish actionable, routine metrics reporting and analytics for SMGS Finance leaders
- Partner across finance and business teams to drive accuracy, consistency, and process improvements
- The successful candidate will have experience in past roles influencing business owners and supporting decision-making in rapidly evolving environments. This role requires a self-starter with strong modeling skills, a keen attention to detail, and ability to manage multiple projects effectively. Strong communication and influence skills are essential, as this role requires regular interaction with various business units across Amazon to coordinate deliverables and drive alignment.
- In this role, you will coordinate month-end close and forecast cycles, working across multiple SMGS teams to consolidate financial results and ensure data accuracy and consistency.
- You will develop and enhance fleet management reporting capabilities, building dashboards and analytical tools that provide actionable insights to leadership.
- You will have visibility to senior SMGS Finance leadership and serve as a trusted partner for consolidation and central forecasting activities.
- Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science)
- 3+ years of building financial and operational reports/data sets that inform business decision-making experience
- 3+ years of creating process improvements with automation and analysis experience
- Experience with cube engine tools (e.g. TM1, Cognos or Essbase), SQL and Data warehouse
- Experience in financial modeling, P&L management or analysis
- 4+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- Experience with generative AI tools, prompt engineering, or building AI-powered workflows for finance use cases.
- Lead Headcount and OpEx month end reporting for WW SPS for VPs and Directors across Business and Finance leadership, by owning the end to end process of reporting and surfacing key insights and commentaries in monthly financial reviews to drive business decisions
- Maintain and improve existing finance processes to ensure data integrity and insightful analysis.
- Design and maintain automated dashboards to track and analyze headcount metrics, operational expenses, and commentaries
- Lead reporting, planning and forecasting for the SPS Finance org including owning monthly reporting, and supporting SPS Finance Director with CPH modeling.
- Create compelling data visualizations and presentations to communicate headcount forecasts, and operational expense analyses to leadership
- Identify opportunities for process automation and efficiency improvements in headcount management, expense tracking, and space allocation systems
- Financial Reporting & Analysis
- Deliver key insights as the trusted resource for financial data, processes, and business operations across WW Selling Partner Services
- Build financial models to address complex business questions and support decision-making
- Become Subject Matter Expert for Headcount and OpEx tools and systems, establishing partnerships with Finance teams and training peers and leaders
- Strategic Partnership & Execution
- Support WW Selling Partner Services organization spanning Customer Trust, Selling Partner Experience & Infrastructure, and Fulfillment by Amazon
- Partner with key stakeholders to surface key insights for leadership reviews
- Innovation & Process Excellence
- Drive AI tool development, adoption, and continuous improvement for the FP&A team
- Simplify and automate processes and reports within the WW Selling Partner Services organization
- Lead process improvement projects with measurable results
- 3+ years of tax, finance or a related analytical field experience
- 2+ years of applying key financial performance indicators (KPIs) to analyses experience
- Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science), or Bachelor's degree and 3+ years of quantitative role (engineering, process re-engineering, quality assurance) experience
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- Experience in creating process improvements with automation and analysis
- Experience in financial modeling, P&L management or analysis
- Form strategic plans to improve processes, tools, and analytics. This involves ownership of project ideation, pilot implementation, stakeholder management, and ultimately expansion
- Own and be the expert in all financial planning tools used to produce reports for corporate or business partners within the organization
- Identify risks, evaluate impact, propose changes, and implement improvements to remediate gaps
- Create reporting that provides transparency and insights on key financial metrics to the Operations Finance leadership team
- Partner with regional FP&A partners to successfully deliver the annual budget, 3 Year Forecast and Quarterly Guidance
- Understand the details of the cost structure to make thoughtful judgement calls in ambiguous environments where data may be difficult to procure
- Leverage Operations metrics to identify cost out opportunities by linking up operations and financials
- Bachelor's Degree or highe
- 3+ years of experience with data analysis and/or data mining
- 5+ years of experience in Finance, Accounting, Business or related role
- 5+ years of experience with financial analysis, financial modeling, financial or resource forecasts, and/or assessment of associated risks and opportunities
- This is not an Export Control position.
- Experience with Finance Integration
- Experience in Excel (i.e. formulas, pivot tables, linking worksheets)
- Experience with Structured Query Language (SQL)
- Strong presentation skills to Senior and Executive Management
- Strong leadership, communication, problem solving, time management, and workload prioritization skills
- *Conflict of Interest:
- Successful candidates for this job must satisfy the Company's Conflict of Interest (COI) assessment process.
- Bachelor's Degree or Equivalent Required
- At Boeing, we innovate and collaborate to make the world a better place. We're committed to fostering an environment for every teammate that's welcoming, respectful and inclusive, with great opportunity for professional growth. Find your future with us.
- The Boeing Company is currently seeking a Senior Financial Analyst to join the team in Everett, WA or North Charleston, SC . _This position offers relocation assistance for qualified candidates._
- This role will support our Supply Chain Financial Analysis integration team in-support of our resource budget management. The selected candidate will act as the prime financial contact for our Supply Chain Propulsion and Engineering teams, helping drive strategic decision making and managing organizational risks and opportunities.
- Initiates assignments and leads integration and analysis of resource forecasts and/or Estimates at Completion (EACs) for control accounts, budgets, functions or pools; financial EACs for contracts or programs
- Develops performance reports
- Initiates assignments and leads integration of variance analyses and provides understanding of operational and financial performance to senior management
- Makes recommendations to executive leadership on financial performance projections using financial and business knowledge and experience
- Develops, reviews, analyzes and maintains cost and/or schedule performance measurement baselines, including earned value, and variance analyses and communicates cost and/or schedule trends
- Leads development of business cases using appropriate indices
- Provides subject matter expertise to troubleshoot process and tool issues, determine root cause and recommend solutions
- *This position is hybrid. This means that the selected candidate will be required to perform some work onsite at one of the listed location options. This is at the hiring team's discretion and could potentially change in the future.
- *Employer will not sponsor applicants for employment visa status.
This role will report to the Director, FP&A located in our Bellevue, WA office. Role is remote eligible with a preference for candidates located in the West. ## You Will: - Strategic Business Partnership: Serve as a trusted finance partner to G&A and Marketing leaders, bringing financi
- Bachelor's Degree (B.A.) from four-year college or university preferred with a minimum of three (3) years of relevant working experience, demonstrating achievement in sales (preferably intangible) or business environment, or an equivalent combination of experience, education, and/or training as approved by Human Resources.
- *Licenses/Certifications
- SIE required provided that an exemption or grandfathering cannot be applied or ability to obtain within four (4) months from the start of the program.
- Series 7 and Series 66 or the ability to obtain them within four (4) months from the start of the program.
- Life, Health and Variable Annuity or the ability to obtain within six (6) months from the start of the program.
- Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next generation of Raymond James Financial Advisors. The program takes a holistic approach by incorporating training for technical and sales skills to fully position new Advisors for success. In conjunction with a Mentor, Branch Manager, and/or a team of Financial Advisors, the Financial Advisor Trainee will learn to build an individual practice. The Trainee will balance new client development, sales activities, investment management, customer service and compliance with personal and professional growth and development. The Trainee will also provide clients with sound financial advice and counsel consistent with the client's objectives, time horizon, and risk tolerance. In addition, the requirements of the AMP Program are designed to support long-term development, whether a candidate plans to be a stand-alone Advisor or join an existing team.
- Become trained and skilled to effectively and efficiently perform the Financial Advisor role:
- If hired as a team candidate, the team will provide the specific goals and expectations.
- Meets production targets that impact overall company revenue goals.
- Develops a book of business consistent with AMP program goals for assets under management and required production.
- Provides a high level of client service.
- Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital.
- Helps clients identify their investment objectives by effectively communicating portfolio losses when necessary, while preserving client loyalty.
- Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence and developing niches.
- Recommends investment products, solutions, and services that are suitable for prospects and clients based on predetermined client needs, time horizons, risk profile, and preferences.
- Seeks expertise of internal resources to identify investment opportunities and solutions for clients.
- Opens, transfers, and closes customer accounts.
- Maintains appropriate account records while monitoring the customer's portfolio.
- Makes recommendations consistent with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered investments.
- Obtains and verifies the customer's purchase and sale instructions, enters orders, and follows up on completion of transactions.
- Completes required program training and assignments, obtains mandatory industry licenses within prescribed timeframes, masters assessments and meets minimum performance and production standards.
- Stays abreast of investment products, industry rules and regulations, and financial planning.
- Performs other duties and responsibilities as assigned.
- Economic and accounting principles and practices.
- Financial markets, banking, and financial data analysis and reporting.
- Basic principles and methods for showing, promoting, and selling products or services.
- Firm's working structure, policies, mission, strategies, and compliance guidelines.
- Operating client relationship manager system and other required software applications to produce financial plans, correspondence, reports, electronic communication, spreadsheets, and databases.
- Identifying the needs of customers through effective questioning and listening techniques.
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment to run an optimal practice.
- Continuously learn investment products, industry rules and regulations, and financial planning.
- Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
- Keep all appropriate parties up-to-date on decisions, changes, and other relevant information, and articulate reasons behind decisions.
- Establish and maintain effective working relationships with clients and colleagues.
- Persevere, handle rejection and show resilience during the prospecting and networking process.
- Network in the community and effectively market him or herself and Raymond James.
- Demonstrate persistence in the face of obstacles.
- Accept criticism and deal calmly and effectively in high stress situations.
- Bachelor's degree in Finance, Accounting, Business, or a related discipline.
- At least 5 years of experience in financial analysis, accounting, or a similar finance-focused role.
- Strong background in financial planning, budgeting, forecasting, and variance analysis.
- Demonstrated ability to build financial models and translate complex data into actionable business insights.
- Experience working with data analysis tools and reporting platforms, including Power BI.
- Solid understanding of profitability analysis, operating expenses, cash flow, and key financial performance indicators.
- Effective written and verbal communication skills with the ability to present information to leadership and cross-functional teams.
- Please email yur resume directly to sue.sumrell@roberthalf.c0m
- Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
- Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
- Partner with senior management and cross-functional leaders to evaluate business performance, support planning initiatives, and provide financial guidance tied to near-term objectives and long-range strategy.
- Review actual financial results against budget and forecast, identify meaningful variances, and deliver clear explanations of drivers affecting revenue, margins, operating costs, and related performance measures.
- Lead the development of annual financial plans, periodic forecasts, and multi-year outlooks by coordinating inputs from plant leadership, program management, sales, operations, and accounting.
- Build and maintain detailed financial models covering profit and loss, balance sheet, cash flow, labor hours, inventory, and departmental spending to support informed decision-making.
- Work with business unit and plant teams to establish sound plant and material handling rates, monitor absorption performance, and recommend adjustments based on operational trends.
- Prepare monthly and annual business review materials for leadership and board-level audiences, including projections, visual reporting, and concise executive summaries.
- Maintain recurring cash flow reporting and update short-term outlooks to help leadership assess liquidity needs and financial priorities.
- Identify financial risks and areas of opportunity through ongoing analysis, then present practical recommendations to improve results and strengthen business performance.
- Produce Power BI reporting and perform ad hoc financial analysis to address emerging business questions and support management decisions.
- Amazing benefits and work environment! This is not a hybrid role - requires in office.
- Please contact Sue sumrell and email your resume directly to sue.sumrell@roberthalf.c0m
- *Company Description
- Founded in 1989, SOSi is among the largest private, founder-owned technology and services integrators in the defense and government services industry. We deliver tailored solutions, tested leadership, and trusted results to enable national security missions worldwide.
- Bachelor's degree in Risk Management, Information Security, or a related field, OR Five (5) years of equivalent experience in risk and compliance analysis.
- Knowledge and capability to assess programmatic risks, ensure compliance with DoD governance frameworks, and develop mitigation strategies.
- Proficient in risk assessment methodologies, compliance audits, and regulatory requirements, including DoD RMF, NIST 800-53, and FedRAMP.
- Strong analytical and documentation skills.
- Demonstrated experience in conducting risk assessments, implementing mitigation strategies, and ensuring adherence to federal security and compliance mandates.
- Experience with DoD cybersecurity policies, security control implementation, and program governance audits is required.
- Certifications include Lean Six, PMP, CRISC, CISM, or CISSP.
- *Additional Information
- *This position is contingent upon award of contract
- SOSi is seeking a Financial Analyst to support mission requirements for a structured approach to further develop, integrate, and sustain a scalable, federated data ecosystem that enhances interoperability, governance, and mission-driven analytics for a DoD customer. The primary objective of the program is to bridge the operational gaps between DoD, IC, interagency, and non-traditional international partners to enable real-time information sharing, dynamic data integration, and mission-tailored analytical capabilities.
- Track program financials, budgets, and funding streams, ensuring alignment with DoD financial planning cycles and interagency funding sources.
- Conduct financial performance reviews, ensuring cost efficiency and optimal resource allocation.
- Submit a quarterly Financial Oversight & Budget Utilization Report, providing insights on expenditures, budgetary adjustments, and funding efficiency.
- Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
- *What characteristics would make you a successful financial advisor?
- An interest in financial services/markets and how they work
- Love of learning and challenges, including determination to succeed
- Skilled in long-term relationship building
- Comfortable in your ability to think critically
- Passion for new opportunities
- *Can you see yourself...
- Learning to be a financial advisor through our comprehensive training program?
- Delivering personalized investment and financial solutions to your clients?
- Taking ownership of your business's growth and success?
- Meeting professional and personal objectives as they relate to building your practice?
- Working in and positively impacting your local community?
- *Candidates should have at least one of the four qualifications bullets listed below:
- A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
- Financial services and/or sales experience
- Financial services registration, licensing, or certification
- Professional and/or military career progression
- SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
- FINRA registrations required within three months. State insurance licenses will be required.
- As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
- If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
- Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
- *We'll give you the support you need. Our team will be there every step of the way, providing:
- Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
- Salary for the first five years as you begin to build your practice²
- A firm-provided branch office in the community
- Branch office support to help lighten the load so you can focus on your clients
- A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
- *You can also expect...
- No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
- A compensation package that includes opportunities for commissions, profit sharing and incentive travel
- The flexibility that you need to balance your personal and professional lives - the best of both worlds
- A culture of continuous improvement and professional development
- Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
- Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
- Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
- Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
- Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
- ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
- ² As your new asset compensation and commissions increase over the first five years, salary will decrease
- *Company description
- Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
- Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
- People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
- View our Purpose, Inclusion and Citizenship Report (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm\_source=DIRECT) .
- ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
- *Awards and Accolades
- At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
- Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)
- Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)
- Bachelor's Degree
- 5+ years of technical experience
- Regularly write, manipulate and develop SQL, SAS, or other software for forecasting and reporting
- Working knowledge of Excel pivots for data summary and analysis
- Must be able to explain variances and trends and enhance modeling techniques
- Experience managing complex datasets for forecasting and reporting
- Must be able to exercise independent judgment and decision making on complex issues regarding job duties
- Must be passionate about contributing to an organization focused on continuously improving consumer experiences
- Experience working with Medical Claims or other healthcare data
- Experience turning data into actionable insights to improve program performance
- Medicare Risk Adjustment Experience
- Financial or actuarial background
- *Additional Information
- To ensure Home or Hybrid Home/Office employees' ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria:
- At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is required; wireless, wired cable or DSL connection is suggested.
- Satellite, cellular and microwave connection can be used only if approved by leadership.
- Employees who live and work from Home in the state of California, Illinois, Montana, or South Dakota will be provided a bi-weekly payment for their internet expense.
- Humana will provide Home or Hybrid Home/Office employees with telephone equipment appropriate to meet the business requirements for their position/job.
- Work from a dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information.
- As part of our hiring process for this opportunity, we will be using an interviewing technology called HireVue to enhance our hiring and decision-making ability. HireVue allows us to quickly connect and gain valuable information from you pertaining to your relevant skills and experience at a time that is best for your schedule.
- Humana values personal identity protection. Please be aware that applicants may be asked to provide their Social Security Number, if it is not already on file. When required, an email will be sent from Humana@myworkday.com with instructions on how to add the information into your official application on Humana's secure website.
- Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required.
- A servant-leader mindset where we drive to make things better for the next person
- Use data to model, project and track specific sources of risk adjustable revenue
- Evaluate strategic initiatives and programs to inform decisions and planning
- Compile data used by operational leaders to optimize effectiveness of strategic initiatives and inform risk adjustable revenue forecasts
- Enhance modeling techniques to improve accuracy of forecasts
- Independently monitor reporting for emerging trends and insights to inform operational decisions
- Continuously driving for improvement through analysis of program data and program performance, while providing timely communication of results
- Bachelor's Degree
- 5+ years of technical experience
- Regularly write, manipulate and develop SQL, SAS, or other software for forecasting and reporting
- Working knowledge of Excel pivots for data summary and analysis
- Must be able to explain variances and trends and enhance modeling techniques
- Experience managing complex datasets for forecasting and reporting
- Must be able to exercise independent judgment and decision making on complex issues regarding job duties
- Must be passionate about contributing to an organization focused on continuously improving consumer experiences
- Experience working with Medical Claims or other healthcare data
- Experience turning data into actionable insights to improve program performance
- Medicare Risk Adjustment Experience
- Financial or actuarial background
- *Additional Information
- To ensure Home or Hybrid Home/Office employees' ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria:
- At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is required; wireless, wired cable or DSL connection is suggested.
- Satellite, cellular and microwave connection can be used only if approved by leadership.
- Employees who live and work from Home in the state of California, Illinois, Montana, or South Dakota will be provided a bi-weekly payment for their internet expense.
- Humana will provide Home or Hybrid Home/Office employees with telephone equipment appropriate to meet the business requirements for their position/job.
- Work from a dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information.
- As part of our hiring process for this opportunity, we will be using an interviewing technology called HireVue to enhance our hiring and decision-making ability. HireVue allows us to quickly connect and gain valuable information from you pertaining to your relevant skills and experience at a time that is best for your schedule.
- Humana values personal identity protection. Please be aware that applicants may be asked to provide their Social Security Number, if it is not already on file. When required, an email will be sent from Humana@myworkday.com with instructions on how to add the information into your official application on Humana's secure website.
- Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required.
- A servant-leader mindset where we drive to make things better for the next person
- Use data to model, project and track specific sources of risk adjustable revenue
- Evaluate strategic initiatives and programs to inform decisions and planning
- Compile data used by operational leaders to optimize effectiveness of strategic initiatives and inform risk adjustable revenue forecasts
- Enhance modeling techniques to improve accuracy of forecasts
- Independently monitor reporting for emerging trends and insights to inform operational decisions
- Continuously driving for improvement through analysis of program data and program performance, while providing timely communication of results
- 4-7+ years of Financial Analysis experience, collaborating with IT and Finance.
- Experience tracking budgets, creating forecasts, and identifying cost-savings opportunities.
- Experience tracking IT contracts and software renewals for vendor negotiation and pricing.
- Ability to perform accounting functions including journal entries, amortization schedules, and accruals.
- SAP or Ariba experience is a big plus.
- Manage the acquisition of technology goods and services with a focus on cost optimization, vendor contract renewals, and budget adherence. Analyze spending, maintain financial controls for IT, and ensure compliance in software/hardware purchases. Key roles include financial forecasting and improving procurement workflows.
- Collaborate with IT and Finance to track budgets, create forecasts, and identify cost-savings opportunities.
- Track IT contracts and software renewals to ensure accurate pricing, compliance, and timely vendor negotiations.
- Manage contract requests, validate invoices, and perform other accounting functions such as journal entries, amortization schedules, and accruals.
- Analyze data to refine sourcing processes and reduce inefficiencies.
- \- Bachelors or Masters degree from an accredited college or equivalent years of relevant experience in lieu of degree
- \- Advanced Microsoft Office Skills
- \- Experience managing large budgets or any other related finance skills
- \- Must be able to obtain or already have a Secret security clearance\. US citizenship is a requirement
- Experienced Professional
- *Business Unit: SPACE
- \- Bachelors or Masters degree preferred in Accounting, Finance, or related business field with 3\+ years of related experience
- \- Prior EVM or Program Performance Management Experience
- \- Experience with SAP, Cobra, and Tableau
- \- Previous experience with Government / DoD contracts
- \- Demonstrated success in team based, deadline driven environments
- \- Previous experience with detailed analysis of large sets of data and high degree of accuracy
- \- Strong organization, analytical, presentation and interpersonal skills
- \- Strong communication skills, both written and verbal
- *Security Clearance Statement: This position requires a government security clearance, you must be a US Citizen for consideration\.
- *Clearance Level: Secret
- *Other Important Information You Should Know
- *Expression of Interest: By applying to this job, you are expressing interest in this position and could be considered for other career opportunities where similar skills and requirements have been identified as a match\. Should this match be identified you may be contacted for this and future openings\.
- *Ability to Work Remotely: Onsite Full\-time: The work associated with this position will be performed onsite at a designated Lockheed Martin facility\.
- *Work Schedules: Lockheed Martin supports a variety of alternate work schedules that provide additional flexibility to our employees\. Schedules range from standard 40 hours over a five day work week while others may be condensed\. These condensed schedules provide employees with additional time away from the office and are in addition to our Paid Time off benefits\.
- *Schedule for this Position: 4x10 hour day, 3 days off per week
- *Pay Rate: The annual base salary range for this position in California, Massachusetts, and New York \(excluding most major metropolitan areas\), Colorado, Hawaii, Illinois, Maryland, Minnesota, New Jersey, Vermont, Washington or Washington DC is $73,800 \- $130,180\. For states not referenced above, the salary range for this position will reflect the candidate's final work location\. Please note that the salary information is a general guideline only\. Lockheed Martin considers factors such as \(but not limited to\) scope and responsibilities of the position, candidate's work experience, education/ training, key skills as well as market and business considerations when extending an offer\.
- \-Participation in weekly production scheduling meetings, direct interface with Management to ascertain variance cause, corrective action, and estimated recovery dates, maintaining detailed spreadsheets to track costs for various areas of production and supporting areas\.
- \-Work with various data systems to support contract proposals for new and existing efforts, and respond to numerous requests for cost estimates\.
- \-Assist Managers in development of staffing plans and forecasts, and monitoring of weekly labor charges\.
- Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science)
- 3+ years of tax, finance or a related analytical field experience
- 3+ years of applying key financial performance indicators (KPIs) to analyses experience
- 3+ years of identifying, leading, and executing opportunities to improve, automate, standardize or simplify finance or business tools and processes experience
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- Experience with cube engine tools (e.g. TM1, Cognos or Essbase), SQL and Data warehouse
- Experience operating successfully in a fast-paced, results-oriented environment, and have the ability to influence the decisions of senior business leaders through effective verbal and written communication, logical reasoning, and the presentation of alternatives
- Partner closely with the business on strategic initiatives and to size the opportunity (customers, ad spend, etc.) of new product launches
- Analyze rich supply, demand, and auction/bidding, data in order to provide tangible insights that influence real-time decision making
- Establish new performance metrics to track and communicate business health and drive insightful deep dives into our business
- Write 1-6 page strategy documents
- Participate in and lead parts of the quarterly guidance and yearly operational plans, including revenue forecasting
- *Partner with Business Leaders: Serve as a trusted advisor to Marketing, Digital, and Member Experience leaders by delivering meaningful financial insights that support strategic business decisions.
- *Drive Decision Support: Help leadership evaluate investments, staffing strategies, and operational tradeoffs through proactive financial analysis and scenario modeling.
- *Business Case Development: Create ROI analyses, net present value models, and executive-level recommendations that support strategic initiatives and investments.
- *Perform Scenario M
- Bachelor's Degree
- 5+ years of technical experience
- Regularly write, manipulate and develop SQL, SAS, or other software for forecasting and reporting
- Working knowledge of Excel pivots for data summary and analysis
- Must be able to explain variances and trends and enhance modeling techniques
- Experience managing complex datasets for forecasting and reporting
- Must be able to exercise independent judgment and decision making on complex issues regarding job duties
- Must be passionate about contributing to an organization focused on continuously improving consumer experiences
- Experience working with Medical Claims or other healthcare data
- Experience turning data into actionable insights to improve program performance
- Medicare Risk Adjustment Experience
- Financial or actuarial background
- *Additional Information
- To ensure Home or Hybrid Home/Office employees' ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria:
- At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is required; wireless, wired cable or DSL connection is suggested.
- Satellite, cellular and microwave connection can be used only if approved by leadership.
- Employees who live and work from Home in the state of California, Illinois, Montana, or South Dakota will be provided a bi-weekly payment for their internet expense.
- Humana will provide Home or Hybrid Home/Office employees with telephone equipment appropriate to meet the business requirements for their position/job.
- Work from a dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information.
- As part of our hiring process for this opportunity, we will be using an interviewing technology called HireVue to enhance our hiring and decision-making ability. HireVue allows us to quickly connect and gain valuable information from you pertaining to your relevant skills and experience at a time that is best for your schedule.
- Humana values personal identity protection. Please be aware that applicants may be asked to provide their Social Security Number, if it is not already on file. When required, an email will be sent from Humana@myworkday.com with instructions on how to add the information into your official application on Humana's secure website.
- Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required.
- A servant-leader mindset where we drive to make things better for the next person
- Use data to model, project and track specific sources of risk adjustable revenue
- Evaluate strategic initiatives and programs to inform decisions and planning
- Compile data used by operational leaders to optimize effectiveness of strategic initiatives and inform risk adjustable revenue forecasts
- Enhance modeling techniques to improve accuracy of forecasts
- Independently monitor reporting for emerging trends and insights to inform operational decisions
- Continuously driving for improvement through analysis of program data and program performance, while providing timely communication of results
- Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
- *What characteristics would make you a successful financial advisor?
- An interest in financial services/markets and how they work
- Love of learning and challenges, including determination to succeed
- Skilled in long-term relationship building
- Comfortable in your ability to think critically
- Passion for new opportunities
- *Can you see yourself...
- Learning to be a financial advisor through our comprehensive training program?
- Delivering personalized investment and financial solutions to your clients?
- Taking ownership of your business's growth and success?
- Meeting professional and personal objectives as they relate to building your practice?
- Working in and positively impacting your local community?
- *Candidates should have at least one of the four qualifications bullets listed below:
- A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
- Financial services and/or sales experience
- Financial services registration, licensing, or certification
- Professional and/or military career progression
- SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
- FINRA registrations required within three months. State insurance licenses will be required.
- As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
- If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
- Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
- *We'll give you the support you need. Our team will be there every step of the way, providing:
- Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
- Salary for the first five years as you begin to build your practice²
- A firm-provided branch office in the community
- Branch office support to help lighten the load so you can focus on your clients
- A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
- *You can also expect...
- No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
- A compensation package that includes opportunities for commissions, profit sharing and incentive travel
- The flexibility that you need to balance your personal and professional lives - the best of both worlds
- A culture of continuous improvement and professional development
- Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
- Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
- Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
- Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
- Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
- ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
- ² As your new asset compensation and commissions increase over the first five years, salary will decrease
- *Company description
- Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
- Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
- People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
- View our Purpose, Inclusion and Citizenship Report (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm\_source=DIRECT) .
- ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
- *Awards and Accolades
- At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
- Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)
- Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)
- Bachelor's with 5+ years (or commensurate experience)
- 5+ years in Finance role (Program Finance, Project Control and/or Financial Planning and Analysis) demonstrating career progression with increased responsibility and scope
- Government Contracting experience; Knowledgeable with principles of CAS, FAR and GAAP
- Advanced Excel user including pivot tables, complex formulas, and modeling
- Excellent verbal and written communication skills with the ability to relay complex information concisely
- Must be a self-motivated, energetic, critical thinker that is able to work with diverse team
- Experience with multiple types of contracts including FFP, T&M and Cost Type
- Candidate may be required to obtain and maintain a U.S. DoW security clearance; U.S. citizenship is required
- Active DoW clearance is a plus but not required
- Experience with Deltek Costpoint accounting system
- Working knowledge of TM1 Forecasting software and Cognos Reporting
- Experience managing OCONUS programs (Labor/ODCs) is a plus but not required
- Produce timely and accurate financial reporting deliverables including program trend analysis, variance analysis against budget and prior forecasts and monthly reporting for executive management
- Manage multiple programs and support the creation and development of quarterly forecasts and annual operating budgets
- Provide value-add analysis of key program drivers, risks, and opportunities
- Provide data and analysis to support program operational reviews
- Support the program month end close process including cost accruals, revenue recognition and expense reviews
- Monitor subcontracting spending and help support subcontractor voucher approvals
- Collaborate with Accounting, Contracts, Procurement and other corporate back-office departments to facilitate program operations
- Perform other duties as assigned
- Bachelor's Degree or relevant experience and/or education as determined by the company in lieu of bachelor's degree
- 7 - 10 years of related progress experience inAccounting and/or Finance including experience in leading projects of varying size and complexity
- Experience with various computer applications to include MS Excel and/or MS Access
- 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
- *Language (Other than English):
- This job performs financial and business related research and analysis such as the preparation of forecasts and/or analysis of financial reports, records and trends; develops and maintains spreadsheets and databases to facilitate analysis and reporting; and is responsible for conducting and documenting financial analysis projects.
- Display effective communication skills.
- Coordinate with other departments, locations, and divisions.
- Communicate with other departments and/or outside agencies to resolve problems.
- Communicate with management at the Organization, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.
- Advise management of expected outcomes, and recommending ways to improve the 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.
- Perform financial and business related analysis
- Analyze, evaluate and interpret appropriate financial and statistical data.
- Develop and/or document business policies, conduct special financial and business related studies and cooperate with other departments in the preparation of analyses.
- Conduct financial and business related analyses and research including the preparation of forecasts and/or analysis of trends.
- Analyze financial reports and records.
- Provide reasoning for variances and make recommendations relative to the accounting of reserves, assets, and expenditures.
- Advise management of expected outcomes, and recommend ways to improve the outcomes.
- Independently pursue fundamental problem solving and documents the recommendations to management.
- Facilitate analysis and reporting.
- Utilize computer to input, retrieve or display accounting information.
- Develop and maintain spreadsheets and databases.
- Utilize PC and/or mainframe based systems and software, compiles and prepares reports, graphs and charts of data developed.
- Serve as a project lead for special projects within the department.
- Lead and document 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.
- Coordinate activities to ensure the project is advancing properly and to ensure the project is completed within the timeframes established. Included in this process will be communication with Management at the Organization, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.
- Make recommendations based on findings when necessary.
- Other duties as assigned or requested.
- Bachelor's with 5+ years (or commensurate experience)
- 5+ years in Finance role (Program Finance, Project Control and/or Financial Planning and Analysis) demonstrating career progression with increased responsibility and scope
- Government Contracting experience; Knowledgeable with principles of CAS, FAR and GAAP
- Advanced Excel user including pivot tables, complex formulas, and modeling
- Excellent verbal and written communication skills with the ability to relay complex information concisely
- Must be a self-motivated, energetic, critical thinker that is able to work with diverse team
- Experience with multiple types of contracts including FFP, T&M and Cost Type
- Candidate may be required to obtain and maintain a U.S. DoW security clearance; U.S. citizenship is required
- Active DoW clearance is a plus but not required
- Experience with Deltek Costpoint accounting system
- Working knowledge of TM1 Forecasting software and Cognos Reporting
- Experience managing OCONUS programs (Labor/ODCs) is a plus but not required
- Produce timely and accurate financial reporting deliverables including program trend analysis, variance analysis against budget and prior forecasts and monthly reporting for executive management
- Manage multiple programs and support the creation and development of quarterly forecasts and annual operating budgets
- Provide value-add analysis of key program drivers, risks, and opportunities
- Provide data and analysis to support program operational reviews
- Support the program month end close process including cost accruals, revenue recognition and expense reviews
- Monitor subcontracting spending and help support subcontractor voucher approvals
- Collaborate with Accounting, Contracts, Procurement and other corporate back-office departments to facilitate program operations
- Perform other duties as assigned
- Bachelor's Degree or relevant experience and/or education as determined by the company in lieu of bachelor's degree
- 7 - 10 years of related progress experience inAccounting and/or Finance including experience in leading projects of varying size and complexity
- Experience with various computer applications to include MS Excel and/or MS Access
- 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
- *Language (Other than English):
- This job performs financial and business related research and analysis such as the preparation of forecasts and/or analysis of financial reports, records and trends; develops and maintains spreadsheets and databases to facilitate analysis and reporting; and is responsible for conducting and documenting financial analysis projects.
- Display effective communication skills.
- Coordinate with other departments, locations, and divisions.
- Communicate with other departments and/or outside agencies to resolve problems.
- Communicate with management at the Organization, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.
- Advise management of expected outcomes, and recommending ways to improve the 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.
- Perform financial and business related analysis
- Analyze, evaluate and interpret appropriate financial and statistical data.
- Develop and/or document business policies, conduct special financial and business related studies and cooperate with other departments in the preparation of analyses.
- Conduct financial and business related analyses and research including the preparation of forecasts and/or analysis of trends.
- Analyze financial reports and records.
- Provide reasoning for variances and make recommendations relative to the accounting of reserves, assets, and expenditures.
- Advise management of expected outcomes, and recommend ways to improve the outcomes.
- Independently pursue fundamental problem solving and documents the recommendations to management.
- Facilitate analysis and reporting.
- Utilize computer to input, retrieve or display accounting information.
- Develop and maintain spreadsheets and databases.
- Utilize PC and/or mainframe based systems and software, compiles and prepares reports, graphs and charts of data developed.
- Serve as a project lead for special projects within the department.
- Lead and document 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.
- Coordinate activities to ensure the project is advancing properly and to ensure the project is completed within the timeframes established. Included in this process will be communication with Management at the Organization, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.
- Make recommendations based on findings when necessary.
- Other duties as assigned or requested.
- Bachelor's degree and 4+ years of prior relevant experience in program financial control. Additional relevant program financial control experience may be considered in lieu of degree
- Must be able to support Pacific Standard Time business hours
- Experience in defense contracting industry with knowledge of multiple contract types: CPAF, CPFF, FFP, T&M
- Strong MS Office skills, in particular MS Excel
- Customer focused and strong communication skills with extremely high level of attention to detail
- Team Player - able to jump in where needed attitude
- US citizenship is required and able to obtain security clearance as needed
- Experience with Costpoint, Cognos, Oracle Analytics, Fusion, PowerBI and other Leidos financial systems
- If you're looking for comfort, keep scrolling. At Leidos, we outthink, outbuild, and outpace the status quo - because the mission demands it. We're not hiring followers. We're recruiting the ones who disrupt, provoke, and refuse to fail. Step 10 is ancient history. We're already at step 30 - and moving faster than anyone else dares.
- *Original Posting:
- For U.S. Positions: While subject to change based on business needs, Leidos reasonably anticipates that this job requisition will remain open for at least 3 days with an anticipated close date of no earlier than 3 days after the original posting date as listed above.
- Budgeting, forecasting, and analysis of all contract cost and financial data
- Ownership of monthly closing process, validating awards/bookings, backlog, revenue & op income for each program you support
- Variance analysis and reporting of actual program financial performance against AOP and quarterly forecast
- Accountable for program billing (in coordination with Leidos Billing Team), cash collection, analysis and clearing of unbilled receivables
- Responsible and accountable for program financial forecast including development and overall management of program EAC
- Program start-up and maintenance - ensure project setup process is executed correctly
- Analyzes contract actuals for accuracy, identifies errors, ensures errors are corrected timely
- Creating and presenting monthly internal and external customer reports
- Responsible for program financial customer deliverables (CDRLs)
- Supporting any ad hoc requests by internal management and external customers
- 3+ years of tax, finance or a related analytical field experience
- 3+ years of dissecting financial data and identifying patterns that support business strategy experience
- Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science)
- 3+ years of contributing to cross-functional initiatives that drive financial performance and strategy experience
- 3+ years of experience working with sales pipeline or CRM data (e.g. Salesforce) and building models that connect pipeline metrics to revenue outcomes.
- Hands-on experience using Generative AI tools to accelerate professional workflows such as summarizing large volumes of data, extracting structured insights from unstructured sources, or automating repetitive analytical tasks.
- Analyze AWS sales pipeline data to identify predictive revenue signals.
- Build and maintain reporting mechanisms that track pipeline-to-revenue conversion rates across segments, geographies, and deal types.
- Develop sensitivity analyses and scenario models that quantify revenue outcomes under varying pipeline assumptions.
- Build automated, GenAI-powered reporting and analysis workflows that accelerate pipeline insight generation, including engineering and iterating on AI prompts to ensure outputs consistently meet executive-level standards for accuracy and relevance.
- Prepare summaries, charts, tables, and FAQ-style documents.
- In this role, you will analyze AWS sales pipeline data to isolate predictive revenue signals from noise, supporting revenue forecasting. You will build and refine models that connect pipeline dynamics to financial outcomes, and prepare executive-ready materials that inform leadership decisions.
- You will have visibility to the AWS Finance Directors and support Sales Finance and Sales Operations teams.
- Bachelor's with 5+ years (or commensurate experience)
- 5+ years in Finance role (Program Finance, Project Control and/or Financial Planning and Analysis) demonstrating career progression with increased responsibility and scope
- Government Contracting experience; Knowledgeable with principles of CAS, FAR and GAAP
- Advanced Excel user including pivot tables, complex formulas, and modeling
- Excellent verbal and written communication skills with the ability to relay complex information concisely
- Must be a self-motivated, energetic, critical thinker that is able to work with diverse team
- Experience with multiple types of contracts including FFP, T&M and Cost Type
- Candidate may be required to obtain and maintain a U.S. DoW security clearance; U.S. citizenship is required
- Active DoW clearance is a plus but not required
- Experience with Deltek Costpoint accounting system
- Working knowledge of TM1 Forecasting software and Cognos Reporting
- Experience managing OCONUS programs (Labor/ODCs) is a plus but not required
- Produce timely and accurate financial reporting deliverables including program trend analysis, variance analysis against budget and prior forecasts and monthly reporting for executive management
- Manage multiple programs and support the creation and development of quarterly forecasts and annual operating budgets
- Provide value-add analysis of key program drivers, risks, and opportunities
- Provide data and analysis to support program operational reviews
- Support the program month end close process including cost accruals, revenue recognition and expense reviews
- Monitor subcontracting spending and help support subcontractor voucher approvals
- Collaborate with Accounting, Contracts, Procurement and other corporate back-office departments to facilitate program operations
- Perform other duties as assigned
- Bachelor's Degree or relevant experience and/or education as determined by the company in lieu of bachelor's degree
- 7 - 10 years of related progress experience inAccounting and/or Finance including experience in leading projects of varying size and complexity
- Experience with various computer applications to include MS Excel and/or MS Access
- 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
- *Language (Other than English):
- This job performs financial and business related research and analysis such as the preparation of forecasts and/or analysis of financial reports, records and trends; develops and maintains spreadsheets and databases to facilitate analysis and reporting; and is responsible for conducting and documenting financial analysis projects.
- Display effective communication skills.
- Coordinate with other departments, locations, and divisions.
- Communicate with other departments and/or outside agencies to resolve problems.
- Communicate with management at the Organization, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.
- Advise management of expected outcomes, and recommending ways to improve the 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.
- Perform financial and business related analysis
- Analyze, evaluate and interpret appropriate financial and statistical data.
- Develop and/or document business policies, conduct special financial and business related studies and cooperate with other departments in the preparation of analyses.
- Conduct financial and business related analyses and research including the preparation of forecasts and/or analysis of trends.
- Analyze financial reports and records.
- Provide reasoning for variances and make recommendations relative to the accounting of reserves, assets, and expenditures.
- Advise management of expected outcomes, and recommend ways to improve the outcomes.
- Independently pursue fundamental problem solving and documents the recommendations to management.
- Facilitate analysis and reporting.
- Utilize computer to input, retrieve or display accounting information.
- Develop and maintain spreadsheets and databases.
- Utilize PC and/or mainframe based systems and software, compiles and prepares reports, graphs and charts of data developed.
- Serve as a project lead for special projects within the department.
- Lead and document 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.
- Coordinate activities to ensure the project is advancing properly and to ensure the project is completed within the timeframes established. Included in this process will be communication with Management at the Organization, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.
- Make recommendations based on findings when necessary.
- Other duties as assigned or requested.
- Bachelor's degree in Finance, Accounting, or related field.
- Proficiency in financial software applications and Excel.
- Experience with corporate reporting and forecasting preferred.
- Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
- Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
- Analyze financial data, identify trends, and present recommendations for improving financial performance.
- Assist in budgeting, forecasting, and variance analysis to support organizational goals.
- Prepare detailed financial reports and provide insights to support business strategy decisions.
- Collaborate with cross-functional teams to align financial plans with company-wide objectives.
- Process accounts and incoming payments in compliance with financial policies and procedures.
- Perform day to day financial transactions, including verifying, classifying, computing, posting and recording accounts receivables' data.
- Prepare bills, invoices, and bank deposits.
- Reconcile the accounts receivable ledger to ensure that all payments are accounted for and properly posted.
- Verify discrepancies by and resolve clients' billing issues.
- Facilitate payment of invoices due by sending bill reminders and contacting clients.
- Generate financial statements and reports detailing accounts receivable status.
- 4-7+ years of Financial Analysis experience, collaborating with IT and Finance.
- Experience tracking budgets, creating forecasts, and identifying cost-savings opportunities.
- Experience tracking IT contracts and software renewals for vendor negotiation and pricing.
- Ability to perform accounting functions including journal entries, amortization schedules, and accruals.
- SAP or Ariba experience is a big plus.
- Manage the acquisition of technology goods and services with a focus on cost optimization, vendor contract renewals, and budget adherence. Analyze spending, maintain financial controls for IT, and ensure compliance in software/hardware purchases. Key roles include financial forecasting and improving procurement workflows.
- Collaborate with IT and Finance to track budgets, create forecasts, and identify cost-savings opportunities.
- Track IT contracts and software renewals to ensure accurate pricing, compliance, and timely vendor negotiations.
- Manage contract requests, validate invoices, and perform other accounting functions such as journal entries, amortization schedules, and accruals.
- Analyze data to refine sourcing processes and reduce inefficiencies.
- 4-7+ years of Financial Analysis experience, collaborating with IT and Finance.
- Experience tracking budgets, creating forecasts, and identifying cost-savings opportunities.
- Experience tracking IT contracts and software renewals for vendor negotiation and pricing.
- Ability to perform accounting functions including journal entries, amortization schedules, and accruals.
- SAP or Ariba experience is a big plus.
- Manage the acquisition of technology goods and services with a focus on cost optimization, vendor contract renewals, and budget adherence. Analyze spending, maintain financial controls for IT, and ensure compliance in software/hardware purchases. Key roles include financial forecasting and improving procurement workflows.
- Collaborate with IT and Finance to track budgets, create forecasts, and identify cost-savings opportunities.
- Track IT contracts and software renewals to ensure accurate pricing, compliance, and timely vendor negotiations.
- Manage contract requests, validate invoices, and perform other accounting functions such as journal entries, amortization schedules, and accruals.
- Analyze data to refine sourcing processes and reduce inefficiencies.
- 3+ years of tax, finance or a related analytical field experience
- 3+ years of creating process improvements with automation and analysis experience
- Bachelor's degree
- Experience in financial modeling, P&L management or analysis
- Experience working with stakeholders
- Experience with SQL
- Contribute to short-term and long-term financial planning
- Partner with product team to anticipate business requirements, trends, and variances; develop action plans; measure and analyze initiatives and results
- Generate monthly financial reporting on the overall health and performance of the business
- Work with BIE and Data teams to build for scale, streamlining and automating processes and reports
- Participate in creation of Weekly, Monthly, Quarterly business reviews and long-term strategy documents
- 3+ years of tax, finance or a related analytical field experience
- Experience in creating process improvements with automation and analysis
- Experience in financial modeling, P&L management or analysis
- Experience working with stakeholders
- Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science)
- 3+ years of dissecting financial data and identifying patterns that support business strategy experience
- 3+ years of contributing to cross-functional initiatives that drive financial performance and strategy experience
- 3+ years of manipulating/consolidating large data sets to inform investment decisions (go/no go)
- 3+ years of experience of financial risk management
- Experience with cube engine tools (e.g. TM1, Cognos or Essbase), SQL and Data warehouse
- Experience with advanced use of SQL for data mining and business intelligence
- Invent and automate detailed reporting to monitor the business and financial health of Partner programs
- Review and evaluate program investments to ensure spend meets AWS financial requirements
- Provide financial due diligence on proposed strategic agreements with key Partners, ensuring an acceptable return on investment (ROI)
- Deep Dive drivers of monthly & quarterly variances in revenue & expense metrics and provide key insights to business stakeholders to inform operating strategies
- Own planning and forecasting for a subset of Partner program expenses and influence business stakeholders to ensure plans are aligned with broader organizational objectives
- Collaborate with business stakeholders to scope, evaluate and implement new programs to drive growth with Partners
- Develop and implement governance mechanisms to protect AWS investments
- Perform ad-hoc analyses to help business leaders solve complex problems and understand financial implications
- Day-to-day work includes building deal financial models, validating deal terms, tracking SCA performance, managing forecast and R&O inputs, preparing leadership reporting, and partnering with business, legal, operations, and FP&A teams to support approval and governance.
- The role will help evaluate whether partner investments are appropriately structured, whether performance is on track, and where financial risks or opportunities require action.
- Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science)
- 3+ years of finance or a related analytical field experience
- 4+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience
- Knowledge of Tableau
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- Bachelor's degree or above in finance, accounting or related field
- Experience building and managing financial models for business forecasting and problem solving, or experience performing ad hoc analysis using advanced Excel
- 3+ years of experience in financial analysis, strategic finance, corporate finance, FP&A, or similar analytical roles
- 2+ years of experience in headcount planning, capacity planning, workforce management, or related operational planning preferred
- Experience with data analysis and SQL
- Experience demonstrating strong analytical abilities and confidence in the use of data
- Experience with reporting and Data Visualization tools such as Quick Sight / Tableau / Power BI or other BI packages
- Strong business acumen with ability to translate data into actionable insights and recommendations
- Experience building or managing productivity metrics, dashboards, or operational performance frameworks
- Own end to end headcount planning and management, including workforce forecasting, hiring plans, and budget alignment
- Lead capacity planning by translating demand forecasts into staffing needs and resource allocation
- Build and manage financial models for forecasting, scenario planning, and performance tracking
- Define and drive productivity metrics, monitor performance, and lead efficiency improvement initiatives
- Partner with business, operations, and HR to align plans with goals and provide data driven insights to support decision making
- What you bring:
- 5+ years of FP& A experience in manufacturing or complex environments
- Advanced Excel + strong financial modeling skills
- Expertise in variance analysis, forecasting, and performance reporting
- Experience with ERP and planning/BI tools (Anaplan, Planful, Vena = plus)
- Email your resume directly to sue.sumrell@roberthalf.c0m
- Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
- Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
- Bachelor's degree (BA/BS) in Accounting, Finance, or a related field and one (1) year of related experience or equivalent combination of education and/or experience.
- Bachelor's degree (BA/BS) in Accounting, Finance, or a related field and two (2) years of related experience or equivalent combination of education and/or experience.
- Note the essential duties for this grade level are like that of the previous grade level, however the scope of responsibility is larger, and the expected level of performance is increased.
- Experience in Timekeeping and/or payroll with a large company
- Must have excellent communication skills (verbal and written)
- Experience with Microsoft Office (Excel and Access)
- Power Bi experience preferred
- Knowledge of the HAMTC Collective Bargaining Agreement or experience with Union contracts preferred.
- Hanford Tank Waste Operations & Closure (H2C) delivers exceptional performance in safely removing, treating, and disposing of tank waste. H2C leads the nation's largest and most complex radioactive waste cleanup, including closure of the legacy waste tanks at Hanford containing 56 million gallons of radioactive and chemical waste.
- Joining H2C means becoming part of a team dedicated to creating "The Solution Today for a Better Tomorrow." At H2C, our culture is deeply rooted in our Vision, Mission, Values, and Behaviors, which guide our efforts on the Hanford Site and within our communities. Our vision to tackle the Department of Energy's largest environmental challenge reflects our commitment to leaving a positive legacy for future generations. We strive to deliver exceptional performance in safely removing, treating, and disposing of tank waste. Our values emphasize living safely, acting with integrity, and working collaboratively as a team. We encourage innovation, personal accountability, and continuous improvement, fostering an environment where everyone is empowered to contribute to our mission and celebrate our achievements. By embracing these principles, you will be part of a forward-thinking organization dedicated to making a meaningful impact today and for the future.
- H2C is seeking an Accountant & Financial Analyst to join the Financial Compliance department. The Accountant & Financial Analyst will review H2C employee time charging, use of Electronic Time keeping Verification System (ETVS) and defining compliance expectations. Specific duties and responsibilities include, but are not limited to:
- Review of H2C employee time charging, use of ETVS and defining compliance expectations.
- Provide support for Internal and External auditors on ETVS.
- Conduct reviews of time keeping procedures at H2C to ensure compliance with DOE guidelines and report any discrepancies to the Manager, Financial Compliance.
- Oversee and coordinate regular reviews and enhancement versions on ETVS and the COTS system ensuring that H2C is in alignment with current labor laws and FAR regulations.
- Daily review of ETVS/Time Information System (TIS) monitoring, reporting and technical support.
- Perform monthly compliance checks for H2C employees.
- Perform monthly Account Reconciliations.
- Analyze financial and non-financial data and provide insight on current trends, fluctuations, and variances.
- May contribute to the development or revision of accounting policies and practices.
- Analyze and reconcile invoicing data for submission to DOE by adhering to established procedures and deadlines
- Conduct audits of invoices to ensure accuracy and compliance before processing them for payment.
- Extract, upload and integrate data from multiple systems.
- Comply with H2C policies and procedures.
- Ensure ISMS Principles are incorporated into organization's activities; and
- Perform other duties as assigned.
- *Business Financial Analyst II
- Requires a bachelor's degree from an accredited college or university, preferably in Business Administration, Finance, Economics, Accounting, or related field, and 3 years of industrial level experience working with treasury/financial/accounting/budgeting/risk.
- OR AA degree and 5 years of industrial level experience working with treasury/financial/accounting/budgeting/risk.
- OR in lieu of degree, a high school diploma or GED and 7 years of industrial level experience working with treasury/financial/accounting/budgeting/risk.
- *Business Financial Analyst I
- Requires a Bachelor's degree from an accredited college or university, preferably in Business Administration, Finance, Economics, Accounting, or related field.
- OR AA degree and 2 years of industrial level experience working with treasury/financial/accounting/budgeting/risk.
- OR in lieu of degree, a High school diploma or GED and 4 years of industrial level experience working with treasury/financial/accounting/budgeting/risk. This is an entry-level position.
- Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
- *What characteristics would make you a successful financial advisor?
- An interest in financial services/markets and how they work
- Love of learning and challenges, including determination to succeed
- Skilled in long-term relationship building
- Comfortable in your ability to think critically
- Passion for new opportunities
- *Can you see yourself...
- Learning to be a financial advisor through our comprehensive training program?
- Delivering personalized investment and financial solutions to your clients?
- Taking ownership of your business's growth and success?
- Meeting professional and personal objectives as they relate to building your practice?
- Working in and positively impacting your local community?
- *Candidates should have at least one of the four qualifications bullets listed below:
- A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
- Financial services and/or sales experience
- Financial services registration, licensing, or certification
- Professional and/or military career progression
- SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
- FINRA registrations required within three months. State insurance licenses will be required.
- As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
- Awards & Accolades
- At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
- Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)
- Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)
- Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
- Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
- Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
- Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
- Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
- ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
- ² As your new asset compensation and commissions increase over the first five years, salary will decrease
- The ability to communicate and understand the spoken word are important as well
- Ability to express or exchange ideas by means of the spoken word
- Ability to receive detailed information through verbal communication, and to make the discriminations in sound
- Ability to receive detailed information visually through written communication (both physical and electronic)
- Travel: 10% or less
- Work Type/Location: Hybrid - Bellevue, WA
- Bachelor's degree in Accounting, Finance, or a related field & strong knowledge of accounting practices
- 3-5 years experience in Finance or a combination of education and experience that yields the required Finance knowledge, skills & abilities
- 2 years of retail or manufacturing experience preferrable
- 3+ years of tax, finance or a related analytical field experience
- 4+ years of applying key financial performance indicators (KPIs) to analyses experience
- 4+ years of creating process improvements with automation and analysis experience
- 4+ years of identifying, leading, and executing opportunities to improve, automate, standardize or simplify finance or business tools and processes experience
- Bachelor's degree in engineering, statistics or business, or Bachelor's degree and 5+ years of quantitative role (engineering, process re-engineering, quality assurance) experience
- Six Sigma Black Belt
- Experience with advanced use of SQL for data mining and business intelligence
- 5+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience
- Knowledge of SQL/ETL
- Experience delivering forecasting, budgeting, and variance analysis, and data interpretation of results
- Own and perform OPEX planning for Truck Load, Less-Than Truck Load and Inter-modal businesses through building of input based drivers that demonstrate required productivity year over year.
- Partner with Operations, Pricing, Product, Sales and other teams to define their gearing ratios including tech entitlements and programmatic solutions to reduce cost-to-serve.
- Own and perform E2E CAPEX planning for Truck Load, Less-Than Truck Load and Inter-modal businesses through building of ROI, FCF, PBP, and IRR models and supporting the CAR approval. This includes integration of our processes with Central CAPEX Planning team and developing a working model including reviews with senior leaders.
- Partner with Cross Functional teams on cost allocation for OPEX and CAPEX and its methodology to ensure accurate financial reporting.
- Identify opportunities to resolve defects proactively and improve, scale, or simplify finance tools across teams and organizations.
- Collaborate with Financial Planning & Analysis (FP&A) teams and partner finance teams to ensure seamless integration of the AF plan into the overall Worldwide plan.
- With Controllership as the top priority, you identify, resolve, or provide guidance to resolve data integrity issues. You improve controls to address financial risk and support frugality.
- Use active listening skills intuitively to communicate data (both written and verbal) in a clear, concise, and unambiguous manner.
- Your day will be a blend of deep financial analysis, collaborative problem-solving, and strategic partnership with Operations, Pricing, Product, Sales, and cross-functional teams. You'll dive into Operations Cost for headcount, bad debts, marketing and CAPEX Cost to review performance data to identify trends that help leadership understand the financial health of operations. Each day brings unique challenges requiring creativity, precision, comfort with ambiguity, and a passion for understanding the financial drivers of a rapidly scaling business, as you support cost-saving initiatives through financial analyses, stakeholder meetings, and identifying opportunities to reduce cost to serve while maintaining operational excellence.
- Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science)
- Experience in financial modeling, P&L management or analysis
- 3+ years of dissecting financial data and identifying patterns that support business strategy experience
- 3+ years of contributing to cross-functional initiatives that drive financial performance and strategy experience
- 3+ years of tax, finance or a related analytical field experience
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- 4+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience
- Experience in identifying, leading, and executing opportunities to improve, automate, standardize or simplify finance or business tools and processes
- 4+ years of applying key financial performance indicators (KPIs) to analyses experience
- 4+ years of creating process improvements with automation and analysis experience
- Serve as a key finance partner supporting Sales Marketing & Global Services leaders providing financial support and business insights
- Lead the development of financial models and advanced analytical tools that aid in key decision making
- Build rhythm of the business processes that help business leaders understand progress to goals as well as strategic insights to guide overall direction
- Perform ad-hoc analysis as needed and present findings to senior management
- Distilling complex data to simplified financial model and document outputs to help drive quick decision making.
- Directly partner with key business partners, help to deliver strategic projects.
- 3+ years of tax, finance or a related analytical field experience
- Bachelor's degree in finance, accounting or related field
- 3+ years of contributing to cross-functional initiatives that drive financial performance and strategy experience
- 3+ years of dissecting financial data and identifying patterns that support business strategy experience
- 4+ years of building financial and operational reports/data sets that inform business decision-making experience
- 4+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- Develop and maintain detailed infrastructure capital and spending forecasts related to infrastructure technology supply chain; track actual spending and bridge variances; partner with stakeholders to identify and communicate insights and business risks to senior leaders.
- Identify opportunities for simplifying or automating processes with upstream and downstream stakeholders to eliminate defects and reduce lead time to build reports and insights
- Support ad-hoc requests from finance and business executives
- 4+ years of tax, finance or a related analytical field experience
- 4+ years of applying key financial performance indicators (KPIs) to analyses experience
- Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science)
- 4+ years of building financial and operational reports/data sets that inform business decision-making experience
- 3+ years of dissecting financial data and identifying patterns that support business strategy experience
- 3+ years of contributing to cross-functional initiatives that drive financial performance and strategy experience
- 4+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience
- 4+ years of identifying, leading, and executing opportunities to improve, automate, standardize or simplify finance or business tools and processes experience
- 4+ years of dissecting financial data and identifying patterns that support business strategy experience
- Drive core financial processes including annual operating plans, monthly/quarterly business reviews and assessment of risks/opportunities, and month-end close.
- Influence strategy through effective verbal and written communication of financial metrics and business drivers to senior finance and business leadership
- Work cross functionally with other AWS Finance teams and senior leadership on forecasting quarter-end/ annual/ multi-year performance
- Help prepare and deliver business reviews to the senior management team regarding progress and potential roadblocks in the execution of new region expansion plans
- Perform financial reporting, ad-hoc project analysis and financial modeling to support business and finance leadership
- Identify and lead special projects to drive automation and process improvement, collaborating with other AWS Finance partner teams
- Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science)
- 3+ years of building financial and operational reports/data sets that inform business decision-making experience
- Export Control Requirement: Due to applicable export control laws and regulations, candidates must be a U.S. citizen or national, U.S. permanent resident (i.e., current Green Card holder), or lawfully admitted into the U.S. as a refugee or granted asylum.
- Experience participating in continuous improvement projects in your team to scale and improve controllership with measurable results
- Experience in identifying, leading, and executing opportunities to improve, automate, standardize or simplify finance or business tools and processes
- Experience with advanced use of SQL for data mining and business intelligence
- 3+ years of identifying incomplete or inaccurate data, identifying the root cause and creating/implementing an escalation plan experience
- Fundamental knowledge of Marketing finance, ideally in a subscription-based business.
- Build ROI frameworks for marketing investments across all channels - including attribution modeling, incrementality testing, and marketing mix modeling - partnering with measurement science teams to align methodologies with financial rigor.
- Drive timely, high-quality deliverables across concurrent workstreams including monthly business reviews, quarterly forecasts, and ad-hoc strategic analyses that inform executive decision-making.
- Develop scalable financial models and tools that address complex business questions with limited oversight, delivering insights that directly influence multi-million-dollar investment decisions.
- Leverage AI tools (Amazon Quick Suite, Amazon Bedrock, automated reporting workflows) to deliver efficient financial processes, redirecting capacity toward high-impact strategic analysis.
- Partner cross-functionally with measurement science, product, data engineering, and horizontal marketing finance teams-representing financial insights with intellectual honesty and challenging assumptions respectfully when the data tells a different story.
- Proactively explore emerging AI methodologies and automation opportunities, embracing ambiguity as an invitation to innovate and pursuing knowledge beyond immediate requirements.
- 3+ years of tax, finance or a related analytical field experience
- 4+ years of applying key financial performance indicators (KPIs) to analyses experience
- Bachelor's degree in BI, finance, engineering, statistics, computer science, mathematics, finance or equivalent quantitative field, or Bachelor's degree and 5+ years of building financial and operational reports/data sets that inform business decision-making experience
- 3+ years of dissecting financial data and identifying patterns that support business strategy experience
- 3+ years of contributing to cross-functional initiatives that drive financial performance and strategy experience
- 4+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience
- Knowledge of Tableau
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- Financial Planning & Forecasting
- Develop long-term, annual, and quarterly financial forecasts across WW Programs, providing variance analyses and insights to senior Finance and business leadership
- Support end-to-end planning cycles (budget and multi-year forecast) including data gathering, financial modeling, and submission across topline, headcount, and operating expenses
- Build and maintain financial models ranging from new business opportunities to cash flow initiatives that inform investment decisions and long-term strategy
- Financial Reporting & Controllership
- Full P&L ownership, driving core financial processes including Annual Operating Plans, Long Term Plans, and Monthly/Quarterly Business Reviews
- Prepare weekly, monthly, and quarterly reporting packages including variance analysis, bridges, and operational commentary for senior leadership
- Partner with accounting teams to ensure ledger accuracy, support month-end close, and oversee reconciliations - knowledge of accounting principles is essential
- Business Partnership, Analysis & Process Improvement
- Lead revenue and expense deep dives, going beyond the numbers to communicate the "so what" and recommended actions
- Interface with stakeholders across product, operations, and business leadership to surface financial impact of business processes
- Support launch readiness for new initiatives with financial, tax, or compliance implications, and deliver ad hoc analyses for key business decisions
- Support tax and compliance reporting across multiple jurisdictions, providing data and reconciliations to internal tax teams and external auditors
- Identify opportunities to simplify, automate, and improve financial processes to reduce manual dependencies and improve data integrity
- The Demand Finance function supports Kindle Content's businesses with full P&L ownership, partnering closely with business teams to formulate growth strategies and drive planning. The insights gleaned from this role's analysis inform decision-making at all levels of the business, and Kindle Content leadership will look to you as the expert on forward-looking P&L planning. Additionally, this position supports Kindle Content's Demand Product Managers with financial analysis that aids in the design of new products to delight our customers.
- 3+ years of tax, finance or a related analytical field experience
- 4+ years of applying key financial performance indicators (KPIs) to analyses experience
- 4+ years of creating process improvements with automation and analysis experience
- 4+ years of identifying, leading, and executing opportunities to improve, automate, standardize or simplify finance or business tools and processes experience
- Bachelor's degree in engineering, statistics or business, or Bachelor's degree and 5+ years of quantitative role (engineering, process re-engineering, quality assurance) experience
- Experience with advanced use of SQL for data mining and business intelligence
- 4+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience
- Knowledge of Tableau
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- Conduct deep-dive financial analyses to identify trends, risks, and opportunities across SCOT operations
- Support short-term and long-term financial planning processes and forecasting activities
- Perform financial modeling and scenario analysis to support strategic decision-making
- System Audits & Structural Efficiency - Conduct rigorous financial reviews of replenishment and placement systems in partnership with science and product teams, translating findings into network design improvements with measurable P&L impact.
- AI-Driven Initiatives - Partner with leaders driving AI adoption in supply chain planning and operations - quantifying financial impact, shaping investment priorities, and evaluating initiative trade-offs.
- Indeed is seeking a motivated Senior Financial Analyst to join our growing Financial Planning and Analysis team. You will assist with global financial operations, working collaboratively with a range of cross-functional partners to enable strategic decision-making. You approach projects with a flexible, innovative, service-oriented mindset and an emphasis on system-based solutions. You have a critical mindset and an ability to communicate complex ideas to senior business leaders. Also, a desire to make a meaningful impact on a dynamic, high-growth technology company. This role makes informed recommendations for business units. Focus is on driving efficiencies and managing costs. You will provide impactful reporting and forecasting. This data supports key business leaders. In addition, you will provide strategic support to help the growth of a quickly evolving product.
- Oversee financial planning and prepare managers for review with the executive management team
- Support global headcount modeling and planning
- Perform monthly financial reporting, including variance analysis and reconciliations
- Develop and maintain financial forecasts and budgets (monthly and quarterly)
- Assist Senior Management with special projects to support strategic decision-making
- Identify and track key performance metrics pertaining to business operations, competitors, benchmarking, etc.
- *Skills/Competencies
- Requires a minimum of 7 years of related experience; or a minimum of 5 years with a Bachelor's degree; or 3 years and a Master's degree; or a PhD without experience.
- Excel mastery and proven experience in building exceptional financial models are required
- Exceptional attention to detail and accuracy
- Excellent data-backed, problem-solving skills, and business acumen
- Proven communications skills
- Project and time management skills
- Ability to work under pressure and within short time constraints in a complex system and business environment
- At this time, we are not considering candidates for this role who are based in the following location: San Francisco Bay Area, California.
- 3+ years of tax, finance or a related analytical field experience
- Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science), or MBA
- Demonstrated effective communication and writing skills in working with senior finance and business leaders
- Exceptional analytical skills and advanced knowledge of Excel with demonstrated ability to build financial models and create business cases
- Ability to work independently in a fast-paced and rapidly changing environment
- Demonstrated financial and/or analytical experience including familiarity with concepts of forecasting, budgeting, and variance analysis, and/or data interpretation and analysis, and/or accounting principles and concepts
- Ability to meet tight deadlines, prioritize workload and achieve effective results in a fast-paced, dynamic, ever-growing and often ambiguous environment
- Influence leaders by delivering actionable financial insights that drive business performance.
- Build financial models and business cases in order to maximize the strategic impact of the MBD partnerships including profitability and ROI analyses, and risk assessment.
- Collaborate with business teams on creating new methods in assessing incremental value in strategic partnerships and customer segments.
- Own WW FP&A process for Preloads including Guidance, OP1/2, 3YF as well as month-end partner expense accruals
- Lead Monthly Business Review (MBR) process, delivering commentary on trends, variances, key drivers, business performance.
- Track and report on headcount (HC) and Operating Expenses (OpEx)
- Drive continuous reporting improvement on the monthly financial and operational metrics
- Provide a strong controllership environment and improve controls over operational and financial metrics
- Be go-to-person for financial questions, inputs and queries for Preloads business.
- Help finance team drive standardization, simplify processes and build scalable solutions.
- Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science), or Bachelor's degree and 3+ years of quantitative role (engineering, process re-engineering, quality assurance) experience
- 3+ years of tax, finance or a related analytical field experience
- 3+ years of Accounts Receivable or Account Payable experience
- 3+ years of applying key financial performance indicators (KPIs) to analyses experience
- 3+ years of identifying, leading, and executing opportunities to improve, automate, standardize or simplify finance or business tools and processes experience
- 4+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience
- Knowledge of Tableau
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- Financial Reporting & Analysis: Build financial reports and models to address difficult business questions, converting data into actionable findings and recommendations that influence data-driven decision-making.
- Data Integrity & Accuracy: Proactively dive deep to ensure reporting accuracy by auditing your work and cross-functional data sources, identifying root causes of discrepancies, and driving resolution while insisting on the highest standards.
- Controllership & Compliance: Understand and apply internal controls, financial processes, and regulatory compliance to your business area, proposing and implementing improvements to remediate control gaps.
- Automation: Identify opportunities to automate manual reporting and financial processes, building scalable solutions that reduce defects, improve accuracy, and free up capacity for higher-value analysis.
- Project Delivery: Independently deliver projects with limited oversight to scale operations, improve controllership, or create value-add enhancements, prioritizing work and creating structure from ambiguous scope into actionable steps.
- Communication & Stakeholder Management: Communicate financial insights clearly and concisely to Finance and non-Finance partners, developing strong working relationships and driving alignment through effective modeling and reporting.
- Indeed is seeking a motivated Senior Financial Analyst to join our growing Financial Planning and Analysis team. You will assist with global financial operations, working collaboratively with a range of cross-functional partners to enable strategic decision-making. You approach projects with a flexible, innovative, service-oriented mindset and an emphasis on system-based solutions. You have a critical mindset and an ability to communicate complex ideas to senior business leaders. Also, a desire to make a meaningful impact on a dynamic, high-growth technology company. This role makes informed recommendations for business units. Focus is on driving efficiencies and managing costs. You will provide impactful reporting and forecasting. This data supports key business leaders. In addition, you will provide strategic support to help the growth of a quickly evolving product.
- Oversee financial planning and prepare managers for review with the executive management team
- Support global headcount modeling and planning
- Perform monthly financial reporting, including variance analysis and reconciliations
- Develop and maintain financial forecasts and budgets (monthly and quarterly)
- Assist Senior Management with special projects to support strategic decision-making
- Identify and track key performance metrics pertaining to business operations, competitors, benchmarking, etc.
- *Skills/Competencies
- Requires a minimum of 7 years of related experience; or a minimum of 5 years with a Bachelor's degree; or 3 years and a Master's degree; or a PhD without experience.
- Excel mastery and proven experience in building exceptional financial models are required
- Exceptional attention to detail and accuracy
- Excellent data-backed, problem-solving skills, and business acumen
- Proven communications skills
- Project and time management skills
- Ability to work under pressure and within short time constraints in a complex system and business environment
- At this time, we are not considering candidates for this role who are based in the following location: San Francisco Bay Area, California.
- Daily schedule Flexible with start/end time - work within PST hours
- OT, Weekend, or Holiday schedule 0
- Task Breakdown and Workflow - Answering questions from business/finance teams
- Building out reports to explain the trends
- Providing insight into leadership
- Answering emails on specific trends/ targeted questions
- Running a month end close process or quarter end close process
- Very fine accuracy of accounting entries that were posted
- Totaling out level reports for management
- Internal Team interactions - Weekly team sync
- Biweekly staff meeting
- Stock-Based Compensation Financial Planning and Analysis - Provide business partner finance support to FP&A leaders across business organizations for SBC modeling, planning, analysis, and reporting.
- Financial Close and Planning - Manage SBC FP&A deliverables for Financial Close, Risk & Opportunity planning, and Operational plans (OP1/OP2). Maintain SBC planning calendar and key assumptions that drive forecast accuracy.
- Data Analysis and Insights - Dive deep into financial data and serve as subject matter expert on SBC. Identify trends and patterns in SBC data to proactively address potential forecast issues and recommend remediation.
- Simulations and Modeling - Conduct simulations to assess impact of proposed SBC plan changes on Operating Expenses. Partner with compensation, central science, and technology teams to develop SBC forecast models that quantify cost impact of compensation and accounting assumption changes.
- Executive Reporting - Generate reports, bridges, and supplemental deck pages for VP, CFO, CEO, Leadership Team, and board meetings. Create clear and concise dashboards and presentations.
- Assumption Setting - Partner with Accounting quarterly to set key forfeiture rate assumptions used for both SBC planning and expensing. Continuously monitor and adjust SBC financial plans based on trend analysis, compensation decisions, and headcount targets.
- Ad Hoc Analysis - Provide ad hoc support to executive leadership and business finance teams across the Org for inquiries around SBC trends and variances.
- Process Improvement - Review, design, influence, and recommend mechanics that improve forecast accuracy. Collaborate with tech teams to develop automated solutions for recurring analysis and data access.
- Review of Business Group Lead PXT finance and stock base compensation strategy
- HM leads a smaller subset that focuses on compensation and stock-based compensation (finance, financial planning, analysis reporting, and forecasting
- Purpose of the Team and key projects - Month end close/quarter end close for stock-based compensation initiatives
- A few automation projects (AI, producing automated commentary, producing reports and commenting overall in stock base trends)
- Bachelor's degree
- 3 years of M&A transactional experience
- 3-4 years of M&A transactional experience
- Support critical due diligence efforts across corporate transactions
- Conduct comprehensive research on industries, potential partners, and investment strategies
- Lead financial analyses that guide senior management decision-making
- Deliver impactful recommendations to senior management and executive teams
- Drive strategic thinking and strategy formation across Amazon's businesses
- The ideal candidate is an independent, intellectually curious professional who can navigate ambiguous situations and analyze opportunities through multiple perspectives - including those of the end-customer, business owner, and corporate finance professional.
- 3+ years of tax, finance or a related analytical field experience
- Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science)
- Experience in financial modeling, P&L management or analysis
- Experience working with stakeholders
- Experience communicating results to senior leadership, or experience in solving complex business challenges by delivering accurate and timely financial models, analysis, and recommendations that have a proven impact on business (e.g., financial savings, operational improvements, or customer benefits)
- Working across teams to determine the financial opportunity associated with new business deals
- Assisting go-to-market teams in identifying potential growth opportunities and assessing proposals for marketing/promotional initiatives
- Developing financial models to quickly prove out new product and/or business development proposals
- Developing success metrics, dynamic scenario models, and core financial insights to drive decision-making with business partners
- Bachelor's degree or equivalent experience with 3-5+ years finance experience. MBA a plus.
- Prior cloud infrastructure Finance experience desired.
- Strong finance savvy and analytical skills.
- Ability to multitask with outstanding attention to detail.
- Consistent record of high performance and driving improvements within business environment.
- Experience with financial systems, core business processes.
- Excellent inter-personal communication skills and a self-starter mentality.
- Sr. Financial Analyst, IaaS Workload Health
- Develop and refine financial business models, with an emphasis on product level actionable insights including centralized gross margin bridging, and fully burdened cost modeling.
- Support Central Rhythm of Business activities (e.g., planning, and budgeting cycles) in line with corporate and business requirements.
- Drive cost efficiencies across the organization, with data insight and business partnership with the IaaS leadership team.
- Support key gross margin reporting and work streams to provide financial health reporting and important metrics for the IaaS Portfolio.
- Lead critical ad-hoc analysis related to compute cost structure, rate analysis, marginal costs, and fleet management.
- Maintain, enhance, automate, optimize, and streamline reporting within the entire IaaS portfolio.
The Financial Analyst will support our pharmacy Account Management (AM) team in providing exemplary client service to achieve the goal of customer retention. This will include anything from modeling year-over-year benefit changes to monitoring the performance of our contracts to deep diving in the c
- 3+ years of dissecting financial data and identifying patterns that support business strategy experience
- 3+ years of contributing to cross-functional initiatives that drive financial performance and strategy experience
- Experience in identifying, leading, and executing opportunities to improve, automate, standardize or simplify finance or business tools and processes
- Bachelor's degree in engineering, statistics or business
- Experience participating in continuous improvement projects in your team to scale and improve controllership with measurable results
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- Support business partners during negotiations and throughout the Request for Proposal (RFP) process, providing financial analyses that inform vendor selection and contract terms
- Execute financial analyses that illuminate cost drivers and trade-offs, supporting procurement decisions with clear data and insights
- Support business reviews with senior leaders, preparing materials and contributing to discussions on procurement strategies
- Solve difficult problems with limited guidance, learning when to escalate and developing solutions that meet immediate needs
- Optimize team processes and identify opportunities for continuous improvement, implementing solutions that enhance efficiency
- Build expertise in the procurement landscape, developing knowledge of spend patterns and sourcing opportunities
- You'll work closely with Category leaders managing $7B in spend, supporting negotiations with analyses that inform contract decisions. Your work will contribute to vendor selection and contract terms, providing the business team with data they need during procurement activities. You'll support business reviews with senior leaders, helping prepare materials that clarify trade-offs and support procurement strategies. Working with limited guidance, you'll tackle difficult problems while learning when to escalate and how to balance competing priorities. You'll optimize team processes while building your expertise in procurement finance, developing skills that will prepare you for greater impact.
The Financial Analyst will support our pharmacy Account Management (AM) team in providing exemplary client service to achieve the goal of customer retention. This will include anything from modeling year-over-year benefit changes to monitoring the performance of our contracts to deep diving in the c
- 3+ years of tax, finance or a related analytical field experience
- Export Control Requirement: Due to applicable export control laws and regulations, candidates must be a U.S. citizen or national, U.S. permanent resident (i.e., current Green Card holder), or lawfully admitted into the U.S. as a refugee or granted asylum.
- Experience in financial modeling, P&L management or analysis
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- Create effective business partnerships, manage competing priorities, and provide investment guidance based on data analysis during unexpected events
- Present financial summaries and business insights to Senior Management (Business and Finance).
- Develop and implement long range business planning
- Develop financial models for new business concepts and resulting financial impact to help drive data driven decision making
- Build out and enhance P&L models for launch vehicle procurement scenarios, payload processing capacity planning, and dispenser supply chain optimization, develop business insights and KPI dashboards, and lead ad hoc analyses
- Work with big data and transform it into insights and information
- Lead automation efforts of critical processes
- Identify opportunities to resolve defects proactively. Improve, scale, or simplify finance tools across teams and organizations
- Participate in Finance initiatives, including but not limited to process improvements, ad hoc analyses, and preparation of periodic reporting activities
- 4+ years of tax, finance or a related analytical field experience
- Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science)
- 4+ years of building financial and operational reports/data sets that inform business decision-making experience
- 4+ years of applying key financial performance indicators (KPIs) to analyses experience
- 4+ years of identifying, leading, and executing opportunities to improve, automate, standardize or simplify finance or business tools and processes experience
- Partner with the AWS Business Development team to provide strategic guidance on investments, alternatives and pricing for region expansions
- Own discounted cash flow and P&L financial modeling, often under tight deadlines and lead executive-level discussions. Ensure internal stakeholders (e.g. International Product Management, New Region Strategy Planning, Service Product teams, Accounting, Legal, Tax, etc.) are aligned with recommendations
- Provide controllership and oversight of business case data integrity and approvals
- Understand infrastructure market segments, customer base, and industry verticals. Help set a business development plan for target markets and ensure alignment with approved expansion strategies
- Develop business and technology acumen in order to understand and account for technology transitions and business evolution in financial models
- Identify and lead projects to drive automation and process improvement.
- Effectively partner with functional business partner leadership across product, sales, infrastructure and public policy
## [Job Summary:]{segoe="" ui",="" tahoma,="" sans-serif"=""} [This position is responsible for contributing to the growth, return expectation, and overall objectives of the company and its subsidiaries by actively handling the financial planning and analysis activities. The position will interact
- Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science)
- 1+ years of finance experience
- CMA or CPA, or MBA in finance, accounting or related field
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- Experience with SQL or ETL
- Experience delivering forecasting, budgeting, and variance analysis, and data interpretation of results
- Experience performing ad hoc analysis using advanced Excel, or experience in Excel (macros, index, conditional list, arrays, pivots, lookups)
- Experience building and managing financial models for business forecasting and problem solving
- Expertise collecting, analyzing and managing quantitative data and creating meaningful reports and models to lead business improvement and cost reductions
- Root cause analysis and uncovering core issues using data, then assisting business partners to shape strategic visions
- Advanced reporting and analysis using Excel (macros, index, conditional list, arrays, pivots, lookups)
- Recommend, develop, and implement policies and programs that guide the organization in maintaining and improving its competitive position and profitability
- Manage and develop reporting models, and drive continuous innovation and while effectively communicating to your Operations partners
- Work with data source providers and technology teams to ensure that key decision data is accurate, automated and timely
- Collaborate with Network, Sortable, and Non-Sortable, and IXD S&OP teams to understand volume planning and execution strategy. Partner on weekly and quarterly forecasting that optimizes for End-to-End costs in the network. Add cost details to real-world situations in order to influence strategy within the network. Partner with upstream and downstream teams to root cause variances to plan, while highlighting risks and opportunities to leadership.
- Bachelor's degree in finance, accounting or related field
- 3+ years of tax, finance or a related analytical field experience
- 3+ years of Accounts Receivable or Account Payable experience
- 4+ years of applying key financial performance indicators (KPIs) to analyses experience
- 3+ years of creating process improvements with automation and analysis experience
- 3+ years of identifying, leading, and executing opportunities to improve, automate, standardize or simplify finance or business tools and processes experience
- 4+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience
- Knowledge of Tableau
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- Experience with advanced use of SQL for data mining and business intelligence
- Business Finance Support:
- Use solid financial knowledge and business acumen to build financial models and analyze business problems with limited guidance.
- Draw conclusions and make recommendations that deliver results and drive improvements.
- Independently align financial and operational analyses with your business partners, challenging business partner assumptions when necessary.
- Proactively identify opportunities to resolve finance defects and improve, automate, standardize or simplify finance or business tools and processes across teams and organizations.
- Controllership:
- Own the financial reporting for a business area and may supervise or teach others in areas of financial reporting.
- Identify and solve complex data integrity issues and collaborate with stakeholders on resolution, insisting on the highest standards.
- Develop and execute data analysis processes that are scalable and auditable.
- Intuitively utilize active listening skills to communicate data (both written and verbal) in a clear, concise, and unambiguous manner.
- Adjusting your style based on audience, to articulate complex finance issues.
- Create effective business partnership with Site Leaders, manage competing priorities, and provide guidance during unexpected events.
- No day in USNS Finance is ever the same! As a Senior Financial Analyst in the NACF team you will work in a fast-paced, high-energy and ever-changing environment. You'll work alongside Business Partners and Support teams to help make Amazon the Earth's Best Employer.
- Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science)
- 3+ years of finance or a related analytical field experience
- 4+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- Creating financial models and plans, interpreting large data sets, drawing conclusions, and making recommendations that deliver results, drive improvements, and influence leaders throughout Amazon
- Building effective business partnerships and using active listening skills intuitively to communicate data (both written and verbal) in a clear, concise, and unambiguous manne
- Identifying opportunities to reduce operational costs through data and financial analysis inclusive of proactively resolving defects, benchmarking key performance indicators, and developing new metrics
- Implementing solutions to simplify, improve, automate, standardize and scale processes
This role will report to our Senior Manager of FP&A located in our Bellevue, WA office. This role is remote eligible; however, we have a preference for candidates located in the Western United States. The selected candidate may be expected to travel to the office periodically based on business needs
- Grade 17: Bachelor's degree in Accounting, Finance, or a related field and 5 years of related experience or equivalent combination of education and/or experience.
- Grade 18: Bachelor's degree in Accounting, Finance, or a related field and 7 years of related experience or equivalent combination of education and/or experience.
- Note the essential duties for this grade level are like that of the previous grade level, however the scope of responsibility is larger, and the expected level of performance is increased.
- MBA or Master's in Accounting
- Experience with large financial systems
- Experience with QuickBooks
- Knowledge of GAAP, CAS, and standard accounting procedures/tasks
- Proficient in Excel
- Outstanding oral and written communication skills
- Experience with financial statement preparation
- Experience with cash management
- Hanford Tank Waste Operations & Closure (H2C) delivers exceptional performance in safely removing, treating, and disposing of tank waste. H2C leads the nation's largest and most complex radioactive waste cleanup, including closure of the legacy waste tanks at Hanford containing 56 million gallons of radioactive and chemical waste.
- Joining H2C means becoming part of a team dedicated to creating "The Solution Today for a Better Tomorrow." At H2C, our culture is deeply rooted in our Vision, Mission, Values, and Behaviors, which guide our efforts on the Hanford Site and within our communities. Our vision to tackle the Department of Energy's largest environmental challenge reflects our commitment to leaving a positive legacy for future generations. We strive to deliver exceptional performance in safely removing, treating, and disposing of tank waste. Our values emphasize living safely, acting with integrity, and working collaboratively as a team. We encourage innovation, personal accountability, and continuous improvement, fostering an environment where everyone is empowered to contribute to our mission and celebrate our achievements. By embracing these principles, you will be part of a forward-thinking organization dedicated to making a meaningful impact today and for the future.
- H2C is seeking an Accountant/Financial Analyst to support the Finance organization. The Accountant/Financial Analyst will support the tracking and reporting of fee, cash flow management and forecasting, corporate accounting, financial reporting, and treasury functions. This position will be responsible for compiling, analyzing and processing financial information in accordance with Generally Accepted Accounting Principles, applicable laws, regulations, contract terms and company procedures.
- The specific duties of the Account/Financial Analyst will include but are not limited to the following:
- Interface with other organizations, senior management, corporate parent entities and auditors to complete assigned duties.
- Maintain Performance Based incentive (PBI) milestone status tracking system to monitor, status and report on progress towards achieving PBls
- Review Baseline Change Requests for impacts to PBls
- Process fee accruals and actuals in the BMS system
- Prepare fee invoices for submittal to DOE
- Maintain corporate accounting records
- Prepare month-end, quarter-end, and year-end journal entries in the BMS accounting system and QuickBooks
- Prepare monthly financial statements and present them to the Chief Financial Officer and Controlle
- Prepare monthly general ledger reconciliations
- Respond to audit requests
- Prepare daily/weekly/monthly cash flow forecasts
- Maintain cash flow forecasting model and regularly update with current data
- Regularly provide cash flow updates to the Chief Financial Officer, Controller, and corporate parents.
- Monitor daily cash position and transactions across all company bank accounts.
- Prepare monthly transaction detail tracking sheet to support bank reconciliation.
- Submit bi-weekly servicer reports to the bank for the receivables purchase program (RPP).
- Oversee the RPP process, track associated invoices, and monitor outstanding accounts receivable.
- Prepare and process fee distributions and capital returns to corporate parents.
- Assist with tracking, reviewing, and processing reimbursements related to corporate funds.
- 3+ years of tax, finance or a related analytical field experience
- Bachelor's degree in BI, finance, engineering, statistics, computer science, mathematics, finance or equivalent quantitative field, or Bachelor's degree and 3+ years of building financial and operational reports/data sets that inform business decision-making experience
- 3+ years of contributing to cross-functional initiatives that drive financial performance and strategy experience
- 3+ years of dissecting financial data and identifying patterns that support business strategy experience
- 4+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience
- Knowledge of Tableau
- Liaise across the AWS finance community to drive core financial processes including annual operating plans, monthly/quarterly business reviews and assessment of risks/opportunities, and month-end close.
- Collaborate with teams to simplify, standardize, and automate reporting processes and analytics.
- Communicate financial metrics and business drivers to AWS and Amazon teams.
- Ensure compliance with finance and accounting controls and systems.
- Lead and manage special projects, working cross-functionally with various AWS finance and business teams.
- Foster constructive and proactive communication across organizational boundaries.
- 3+ years of tax, finance or a related analytical field experience
- 3+ years of applying key financial performance indicators (KPIs) to analyses experience
- Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science), or MBA and 3+ years of finance or a related analytical field experience
- 3+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- This role focuses on the opex savings of AMZL & NASC engineering capital investments. Success in this role requires you to partner with and influence business partners, support thoughtful decision-making, and adapt to an ever-changing environment. Partner on WBR, MBR, QBR, and planning cycles.
- You will collaborate with all types of stakeholders, from other finance analysts, to program/project managers, to executives, across multiple business units within Amazon to collect key information to align on the opex savings of capital investments for forecasts and actuals. You bring best-in-class business partnership while providing strong controllership.
- You use judgment to prioritize high-priority work and projects that maximize results for key stakeholders, while helping to solve complex problems that affect company-wide decisions.
- Design and build processes & implement mechanisms that improve the level of automation and scalability of the aforementioned activities.
- Makes thoughtful time management decisions independently. Prioritizes work, resolves issues, meets deadlines, and seeks feedback from your manager. Discerns between urgent and non-urgent issues and acts accordingly to solve them.
- Drives own self-development in the Finance Community: seeks opportunities to expand finance expertise. Participates in events, initiatives, and projects, then shares gained knowledge in and outside of your team.
Now Brewing - financial analyst sr - North America Finance! #tobeapartner From the beginning, Starbucks set out to be a different kind of company. One that not only celebrated coffee and the rich tradition, but that also brought a feeling of connection. We are known for developing extraordinar
- Successful candidates will have a professional demeanor and will have distinguished themselves with academic and professional excellence and a clearly demonstrated work ethic. They should be highly motivated to perform and learn, able to work collaboratively and independently, detail-oriented, comfortable speaking in public, and able to manage assigned tasks and projects from start to finish with input from supervisors. Candidates should also possess exceptional research, oral and written communication, and analytical skills, enabling them to support Cadmus' mission to successfully meet clients' needs.
- BA/BS and 5 years' work experience in environmental management, public policy, public administration, finance, economics, municipal administration, or a similar role OR a Master's degree with 3 years of related experience.
- Understanding of how to apply statistical, financial, and economic methods to answer policy questions. Knowledge of basic principles of public financing and common financing instruments is preferred.
- Ability to conduct research and collect and evaluate data in support of data-driven analyses and reports.
- Excellent writing, communication, and critical thinking skills, and experience producing reports that clearly communicate technical analyses and results for the general public. Public speaking experience preferred.
- Experience using Excel or other software to analyze data.
- Experience using R, Python, SQL, Virtual Basic, HTML and/or STATA or MATLAB, a plus.
- Experience managing projects and ensuring high-quality deliverables.
- Some domestic travel may be required.
- *Additional Information:
- Candidates must be eligible to work in the United States as a U.S Perm Resident or U.S. Citizen.
- As a highly motivated, mid-level Water Infrastructure Policy & Financial Analyst, you'll be joining Cadmus' rapidly growing practice supporting contracts with EPA and other government clients in the areas of drinking water, water quality, and resilience. We will be supporting our clients in an unprecedented time in America to substantially improve America's water infrastructure and advance the resilience of public funding programs. You'll be working in a team-oriented environment providing financial, economic, and policy analysis support, as well as project management and coordination support to help meet Cadmus' high standards of excellence. Remote locations will be considered for the right candidate.
- Providing policy and financial analysis on issues related to drinking water, wastewater, or storm water infrastructure financing, sustainability, and resilience.
- Providing policy or financial analysis on infrastructure grant programs to help EPA and states achieve priorities of public infrastructure funding, such as improving access to clean drinking water across the country, replacing lead service lines, and making America's water infrastructure more resilient.
- Conducting data and statistical analyses, literature searches, and reviews on technical topics to support policy initiatives, process improvement, and assess the impacts of policy decisions.
- Providing project management support:
- Providing strategic thinking in support of client initiatives.
- Managing and supervising analyses and product development for EPA and other government clients.
- Ensuring client satisfaction across multiple projects in a program.
- Facilitating information sharing and planning across projects and teams.
- Supporting the efforts of multiple project managers.
- Writing or editing guidance documents, reports, case studies, presentations, and other documents.
- Successful candidates will have a professional demeanor and will have distinguished themselves with academic and professional excellence and a clearly demonstrated work ethic. They should be highly motivated to perform and learn, able to work collaboratively and independently, detail-oriented, comfortable speaking in public, and able to manage assigned tasks and projects from start to finish with input from supervisors. Candidates should also possess exceptional research, oral and written communication, and analytical skills, enabling them to support Cadmus' mission to successfully meet clients' needs.
- BA/BS and 2-4 years' work experience in environmental management, public policy, public administration, finance, economics, municipal administration, or a similar role OR a Master's degree.
- Understanding of how to apply statistical, financial, and economic methods to answer policy questions. Knowledge of basic principles of public financing and common financing instruments is preferred.
- Ability to conduct research and collect and evaluate data in support of data-driven analyses and reports.
- Excellent writing, communication, and critical thinking skills, and experience producing reports that clearly communicate technical analyses and results for the general public.
- Experience using Excel or other software to analyze data.
- Experience using R, Python, SQL, Virtual Basic, HTML and/or STATA or MATLAB, a plus.
- Some domestic travel may be required.
- *Additional Information:
- Candidates must be eligible to work in the United States as a U.S Perm Resident or U.S. Citizen.
- As a highly motivated Junior Environmental Policy & Financial Analyst, you'll be joining Cadmus' rapidly growing practice supporting contracts with EPA and other government clients in the areas of drinking water, water quality, and resilience. We will be supporting our clients in an unprecedented time in America to substantially improve America's water infrastructure and advance the resilience of public funding programs. You'll be working in a team-oriented environment providing financial, economic, and policy analysis support to help meet Cadmus' high standards of excellence.
- Providing policy and financial analysis on issues related to drinking water, wastewater, or storm water infrastructure financing, sustainability, and resilience.
- Providing policy or financial analysis on infrastructure grant programs to help EPA and states achieve priorities of public infrastructure funding, such as improving access to clean drinking water across the country, replacing lead service lines, and making America's water infrastructure more resilient.
- Conducting data and statistical analyses, literature searches, and reviews on technical topics to support policy initiatives, process improvement, and assess the impacts of policy decisions.
- Writing or editing guidance documents, reports, case studies, presentations, and other documents.
- Providing general project support such as note-taking.
- Successful candidates will have a professional demeanor and will have distinguished themselves with academic and professional excellence and a clearly demonstrated work ethic. They should be highly motivated to perform and learn, able to work collaboratively and independently, detail-oriented, comfortable speaking in public, and able to manage assigned tasks and projects from start to finish with input from supervisors. Candidates should also possess exceptional research, oral and written communication, and analytical skills, enabling them to support Cadmus' mission to successfully meet clients' needs.
- BA/BS and 5 years' work experience in environmental management, public policy, public administration, finance, economics, municipal administration, or a similar role OR a Master's degree with 3 years of related experience.
- Understanding of how to apply statistical, financial, and economic methods to answer policy questions. Knowledge of basic principles of public financing and common financing instruments is preferred.
- Ability to conduct research and collect and evaluate data in support of data-driven analyses and reports.
- Excellent writing, communication, and critical thinking skills, and experience producing reports that clearly communicate technical analyses and results for the general public. Public speaking experience preferred.
- Experience using Excel or other software to analyze data.
- Experience using R, Python, SQL, Virtual Basic, HTML and/or STATA or MATLAB, a plus.
- Experience managing projects and ensuring high-quality deliverables.
- Some domestic travel may be required.
- *Additional Information:
- Candidates must be eligible to work in the United States as a U.S Perm Resident or U.S. Citizen.
- As a highly motivated, mid-level Water Infrastructure Policy & Financial Analyst, you'll be joining Cadmus' rapidly growing practice supporting contracts with EPA and other government clients in the areas of drinking water, water quality, and resilience. We will be supporting our clients in an unprecedented time in America to substantially improve America's water infrastructure and advance the resilience of public funding programs. You'll be working in a team-oriented environment providing financial, economic, and policy analysis support, as well as project management and coordination support to help meet Cadmus' high standards of excellence. Remote locations will be considered for the right candidate.
- Providing policy and financial analysis on issues related to drinking water, wastewater, or storm water infrastructure financing, sustainability, and resilience.
- Providing policy or financial analysis on infrastructure grant programs to help EPA and states achieve priorities of public infrastructure funding, such as improving access to clean drinking water across the country, replacing lead service lines, and making America's water infrastructure more resilient.
- Conducting data and statistical analyses, literature searches, and reviews on technical topics to support policy initiatives, process improvement, and assess the impacts of policy decisions.
- Providing project management support:
- Providing strategic thinking in support of client initiatives.
- Managing and supervising analyses and product development for EPA and other government clients.
- Ensuring client satisfaction across multiple projects in a program.
- Facilitating information sharing and planning across projects and teams.
- Supporting the efforts of multiple project managers.
- Writing or editing guidance documents, reports, case studies, presentations, and other documents.
- We are currently seeking skilled and team-oriented applicants for the following position: Senior University Budget Financial Analyst in Budget Services.
- The Senior University Budget Financial Analyst is responsible for a broad and deep range of financial activities supporting the centralized fiscal and business management functions under the direction of the Assistant Director for Budget Services.
- The position also controls the program operations, directs daily audit activities, provides fiscal and administrative oversight of the University budget requests, controls and oversees the department's records management, and is the centralized point of contact for College and Department Budget staff.
- This position performs as the central planning point of contact for u
- We are currently seeking skilled and team-oriented applicants for the following position: Senior University Budget Financial Analyst in Budget Services.
- The Senior University Budget Financial Analyst is responsible for a broad and deep range of financial activities supporting the centralized fiscal and business management functions under the direction of the Assistant Director for Budget Services.
- The position also controls the program operations, directs daily audit activities, provides fiscal and administrative oversight of the University budget requests, controls and oversees the department's records management, and is the centralized point of contact for College and Department Budget staff.
- This position performs as the central planning point of contact for u
- Bachelor's degree in Business, Finance, Economics, Statistics, or another quantitative field, or equivalent practical experience.
- 4 years of experience in financial planning and analysis (FP&A), consulting, or a related function, or an advanced degree.
- Experience executing full-cycle FP&A functions including budgeting, forecasting, variance analysis, and modeling within a multinational company setting.
- Experience with building data infrastructure (e.g., designing architecture, building data pipelines, implementing scalable monitoring) and implementing reporting solutions.
- Experience developing strategies in fast-paced competitive environments, and excellent business judgment for resource allocation decisions to achieve the desired business outcome.
- Expertise with SQL and data visualization tools.
- Ability to work with data to produce analysis, influencing decision making with numerical analysis and generating insights.
- Excellent analytical and quantitative modeling skills.
- Financial Analysts ensure that Google makes sound financial decisions. As a Financial Analyst, your work, whether it's modeling business scenarios or tracking performance metrics, is used by our leaders to make strategic company decisions. While working on multiple projects at a time, you are focused on the details while finding creative ways to solve big picture challenges.
- We are hiring across the Google Cloud ecosystem and you will have the opportunity to support unique areas ranging from Cloud Product and Infrastructure cost management to Go-to-Market (GTM) strategy for AI solutions and professional services.
- The name Google came from "googol," a mathematical term for the number 1 followed by 100 zeros. And nobody at Google loves big numbers like the Finance team when providing in depth analysis on all manner of strategic decisions across Google products. From developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and advisor to the business.
- The US base salary range for this full-time position is $117,000-$167,000 + bonus + equity + benefits. Our salary ranges are determined by role, level, and location. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process.
- Please note that the compensation details listed in US role postings reflect the base salary only, and do not include bonus, equity, or benefits. Learn more aboutbenefits at Google (https://careers.google.com/benefits/) .
- Perform analysis of datasets to extract relevant information, identify trends, and generate actionable insights for the business.
- Identify, evaluate, and prioritize risks followed by coordinated and economical application of resources to minimize, monitor, and control the probability or impact of unfortunate events or to maximize the realization of opportunities.
- Manage projects involving multiple stakeholders, timelines, organizational implications, and changing circumstances.
- Information collected and processed as part of your Google Careers profile, and any job applications you choose to submit is subject to Google'sApplicant and Candidate Privacy Policy (./privacy-policy) .
- 3+ years of tax, finance or a related analytical field experience
- Bachelor's degree in accounting or related field
- Knowledge of Tableau
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- Identifies basic control risks, evaluates impact, proposes changes, and implements improvements to remediate gaps
- Delivers weekly/monthly financial close. Uses financial systems and advanced MSExcel functions to work with large data sets. Outputs plans, forecasts, budgets, and consolidations.
- Works with a variety of data sources. Identifies incomplete or inaccurate data, identifies root causes of data issues, escalates discrepancies, fixes data where possible or partners to deliver a solution.
- Uses active listening skills intuitively to communicate data (both written and verbal) in a clear, concise, and unambiguous manner. Adjusts style for various audiences to articulate complex finance issues clearly.
- Identifies and implements solutions to resolve, improve, automate, standardize, or simplify finance processes.
- Makes thoughtful time management decisions independently. Prioritizes work, resolves issues, meets deadlines, and seeks feedback from your manager. Discerns between urgent and non-urgent issues and acts accordingly to solve them.
- Drives own self-development in the Finance Community: seeks opportunities to expand finance expertise. Participates in events, initiatives, and projects, then shares gained knowledge in and outside of your team.
- Contributes to work life harmony by being a positive, collaborative, and effective influencer to new team members as an indicator of operations excellence.
- We are seeking 6 total Senior Financial Analysts to join different areas of our Finance team. In these roles, you will be a key partner to business leaders, driving performance through data-driven insights, financial modeling, and cross-functional collaboration. You will own reporting and planning for a set of KPIs and/or cost centers-supporting close, short-term forecasts, and long-range planning-while translating key business drivers into actionable recommendations.
- *All of the Sr. Financial Analysts roles we are currently hiring for are hybrid and will require you to be in office 4 days per week in downtown Seattle, WA.
- Lead the planning and analysis process for weekly, monthly, and quarterly performance (including close/variance), as well as annual and long-term financial plans.
- Develop and enhance financial models and scalable tools using a variety of data sources and KPIs to support planning/forecasting, analyze past performance, and predict future trends.
- Analyze large sets of data and be able to speak to it and translate it to finance and non-finance folks.
- Partner with cross-functional teams to drive strategic decision-making and improve business outcomes through insightful financial analysis.
- Communicate trade-offs, benefits, and priorities effectively with business leaders, ensuring alignment on key initiatives.
- Conduct ad hoc analyses and special projects, presenting findings to senior leadership to inform key business decisions.
- Drive continuous process improvements, automation, and streamlined reporting, ensuring outputs reconcile to source-of-truth data and improve accuracy.
- Analyze financial data to identify trends, opportunities, and risks, providing actionable recommendations to improve performance.
- You own this if you have:
- 3+ years of relevant experience in corporate Sr. Financial Analyst role, or a related analyst role
- Bachelor's degree in Finance, Accounting, or a related field.
- Proven experience owning forecasting/budgeting and close variance analysis, with a strong ability to model, analyze, and interpret data to drive business insights.
- Proven success in being able to influence the business with your story telling with data and recommendations.
- Strong project management skills with the ability to prioritize and manage multiple tasks effectively.
- Proficiency in Microsoft Excel and PowerPoint a must; experience with Oracle, Anaplan, Tableau, Hyperion Essbase, Power BI and SQL (or similar tools) is a plus.
- Ability to work independently, developing processes and deliverables with minimal direction.
- Meticulous attention to detail, with a focus on data integrity, controls, and accuracy.
- Experience presenting financial data to senior or executive leadership is highly preferred.
- Intellectual curiosity and a continuous-improvement mindset, proactively identifying opportunities to streamline, automate, and improve existing processes.
- We have several different Sr. Financial Analyst roles open at this time in different areas of the business, please see below:
- We are currently hiring for the following roles that would support these specific areas of the business:
- Corporate FP&A (2 Roles) Drives company-wide planning, forecasting, and performance reporting, partnering with leadership on strategic and long-range decisions.
- FP&A (1 Role) Supports financial planning and analysis for a specific business unit, focusing on KPIs, budget/forecast, and decision support for day-to-day execution.
- Rack Stores (1 Role) Partners with store leadership to manage sales, margin, labor, and expense performance, providing insights that improve in-store profitability.
- Technology (1 Role) Supports product/engineering and IT teams by forecasting spend (e.g., labor, contractors, tools), tracking ROI, and enabling investment decisions across the tech portfolio.
- Supply Chain (1 Role) Supports inventory, logistics, and distribution planning by analyzing cost-to-serve, throughput, and working capital to improve service levels and efficiency.
- We've got you covered...
- Our employees are our most important asset and that's reflected in our benefits. Nordstrom is proud to offer a variety of benefits to support employees and their families, including:
- Medical/Vision, Dental, Retirement and Paid Time Away
- Bachelor's degree in Finance, Accounting, Business, or a related field; MBA or CPA preferred.
- 8+ years of corporate finance experience, ideally with capital expenditure and/or supply chain.
- Expertise in financial modeling and Excel; experience with Oracle Financials, Hyperion, or similar systems preferred.
- Demonstrated ability to derive insights from complex data and present clear business recommendations.
- Experience supporting capital investment, procurement, or vendor strategy is a plus.
- Strong communication skills and executive presence.
- Ability to manage competing priorities and work effectively in a matrixed, fast-paced environment.
- Passion for process improvement, scalability, and automation.
- Preferred: Direct experience supporting a centralized supply chain hub or capital-heavy operations.
- Preferred: experience leading or contributing to cross-functional process improvement initiatives in a global finance or supply chain environment
- Principal Financial Analyst to support Capital expenditure for Oracle Cloud Infrastructure
- Oracle Cloud Infrastructure (OCI) is growing rapidly, and we are looking for a financial leader to support our capital expenditure and Supply Chain organization.
- This role focuses on capital forecasting, financial planning, and strategic analysis to support OCI's infrastructure scaling initiatives. You will work closely with stakeholders across Engineering, Procurement, and Operations to align financial plans with global execution.
- *The ideal candidate has a background in capital expenditure and/or supply chain finance, strong modeling and analysis skills, and thrives in a fast-paced, data-driven environment.
- *- Analyze supplier spend and capital deployment trends.
- *- Build scalable financial models for cash flow.
- *- Translate complex operational data into actionable financial insights.
- *- Collaborate cross-functionally with Engineering, Procurement, and Operations.
- *- Improve forecasting accuracy, financial systems, and process scalability.
- Lead capital planning, forecasting, and budgeting efforts for OCI's Capex and supply chain
- Analyze cost trends, capacity, and material flow to inform financial strategy.
- Develop and maintain financial models to support vendor funding and infrastructure scaling.
- Create and deliver executive dashboards, quarterly business reviews, and KPI tracking.
- Work closely with supply chain leaders, Engineering, and Procurement to align execution with financial goals.
- Partner with accounting and finance teams on quarter-end close activities and capital governance.
- Identify and communicate risks, cost drivers, and efficiency opportunities
- Recommend and implement process improvements to enhance accuracy and reporting scalability.
- Contribute to cross-functional initiatives focused on optimizing OCI's capital investment and supply chain footprint.
- Bachelor's degree in Finance, Accounting, Business, or a related field; MBA or CPA preferred.
- 5+ years in supply chain/operations finance, procurement finance, logistics finance, or related roles
- Expertise in financial modeling and Excel; experience with Oracle Financials, Hyperion, or similar systems preferred.
- Demonstrated ability to derive insights from complex data and present clear business recommendations.
- Experience supporting capital investment, procurement, or vendor strategy is a plus.
- Strong communication skills and executive presence.
- Ability to manage competing priorities and work effectively in a matrixed, fast-paced environment.
- Passion for process improvement, scalability, and automation.
- Preferred: Direct experience supporting a centralized supply chain hub
- Preferred: experience leading or contributing to cross-functional process improvement initiatives in a global finance or supply chain environment
- Oracle Cloud Infrastructure (OCI) is growing rapidly, and we are looking for a financial analyst to support our Supply Chain organization.
- This role focuses on financial planning, forecasting, and close support for global supply chain costs supporting cloud infrastructure. You will work closely with stakeholders across Procurement, Logistics, Trade Compliance/Legal and Operations to drive cost visibility, strengthen forecast accuracy, enable data-driven decisions and align financial plans with global execution.
- *The ideal candidate has a background in cloud infrastructure / hardware supply chain or complex global logistics networks, strong modeling and analysis skills, and thrives in a fast-paced, data-driven environment.
- Manage supplier finances and overall financing strength of suppliers including capital, liquidity, supplier financing program, procure-to-pay program
- Own recurring performance reporting and variance analysis vs plan/forecast, and deliver executive-ready insights and recommendations
- Work closely with supply chain, Procurement, and trade compliance/legal to align execution with financial goals.
- Partner with accounting and finance teams on quarter-end close activities and capital governance.
- Identify and communicate risks, cost drivers, and efficiency opportunities
- Recommend and implement process improvements to enhance accuracy and reporting scalability.
- Contribute to cross-functional initiatives focused on optimizing OCI's capital investment and supply chain footprint.
- Bachelor's degree in Finance, Accounting, Business, or a related field; MBA or CPA preferred.
- 5+ years in supply chain/operations finance, procurement finance, logistics finance, or related roles
- Expertise in financial modeling and Excel; experience with Oracle Financials, Hyperion, or similar systems preferred.
- Demonstrated ability to derive insights from complex data and present clear business recommendations.
- Experience supporting capital investment, procurement, or vendor strategy is a plus.
- Strong communication skills and executive presence.
- Ability to manage competing priorities and work effectively in a matrixed, fast-paced environment.
- Passion for process improvement, scalability, and automation.
- Preferred: Direct experience supporting a centralized supply chain hub
- Preferred: experience leading or contributing to cross-functional process improvement initiatives in a global finance or supply chain environment
- Oracle Cloud Infrastructure (OCI) is growing rapidly, and we are looking for a financial analyst to support our Supply Chain organization.
- This role focuses on financial planning, forecasting, and close support for global supply chain costs supporting cloud infrastructure. You will work closely with stakeholders across Procurement, Logistics, Trade Compliance/Legal and Operations to drive cost visibility, strengthen forecast accuracy, enable data-driven decisions and align financial plans with global execution.
- *The ideal candidate has a background in cloud infrastructure / hardware supply chain or complex global logistics networks, strong modeling and analysis skills, and thrives in a fast-paced, data-driven environment.
- Own planning, forecasting and reporting for supply chain logistics costs, and develop, govern and continuously improve KPI frameworks (cost, service, productivity, and sustainability) to drive performance, network optimization, and cost-to-serve reductions and develop KPIs
- Work closely with supply chain, Procurement, and trade compliance/legal to align execution with financial goals.
- Partner with accounting and finance teams on quarter-end close activities and capital governance.
- Identify and communicate risks, cost drivers, and efficiency opportunities
- Recommend and implement process improvements to enhance accuracy and reporting scalability.
- Contribute to cross-functional initiatives focused on optimizing OCI's capital investment and supply chain footprint.
- Bachelor's Degree in Healthcare Administration, Business, or related field. Equivalent experience may be substituted for degree requirements.
- At least four (4) years in Patient Access positions as a lead or other similar position where analysis and problem-solving skills have been demonstrated
- Working knowledge of Epic ADT, Prelude, Cadence/Scheduling, Referrals/AuthCert, Slicer Dicer/Reporting, hospital billing systems, and other hardware and software systems related to Patient Access.
- Extensive experience in project planning, system and workflow analysis, technical methodology, documentation development, implementation, and business operation workflows and documentation.
- Healthcare environment experience working with HL7, SQL, HIPAA, ABN-EEN, CPT-HCPC, CAP, JACHO, MQSA and other healthcare related regulations
- Proficient in data design, database structure, interface mapping, data communication protocols and standards
- Proficient in the use of applications, including but not limited to:
- MS Software - Office Suite with emphasis in Visio, Project, Access, and PowerPoint
- Graphic Software - Adobe Publishe
- Epic - ADT/Prelude, Referrals/AuthCert, and Cadence knowledge preferred
- Proficient understanding of network environments, including servers, databases, clients and interfaces
- Proficient in deployment and support of standard business hardware and tools.
- *UW Medicine's Business Systems Integration Quality and Training ? Department has an outstanding opportunity for a Patient Financial Analyst.
- *POSITION HIGHLIGHTS
- Technical and operational subject matter expert on Patient Access functions and Epic systems.
- Evaluate and propose solutions to address specific department and user needs through the use of Epic and other systems.
- *DEPARTMENT DESCRIPTION
- Enterprise Wide Revenue Cycle Operations supports all of UW Medicine Patient Access, Hospital Billing, Finance and other related operations that use Epic software in the creation of patient scheduling events, registration, and data collection for billing and account maintenance. UW Medicine is comprised of UW Medical Center, Harborview Medical Center, Fred Hutch Cancer Center, UW School of Medicine, and UW Physicians Network. This group is responsible for project development and implementations of new systems and tools as well as ongoing support and maintenance of the infrastructure of Patient Access applications which support these institutions, along with the implementation of new services and applications that are used to support and further the mission of patient care, research and teaching.
- Epic Workqueue Management and executive metric management for the Financial Access Clearance Team. Includes review and decipher technical and system documents and schema to develop specifications for application and tool enhancements
- Analyze business processes and procedures with a focus on technical system enhancement opportunities to ensure the system tools are maximized for business use within the Financial Access Clearance Team
- Proactively review and evaluate system updates and coordinate upgrade implementation, including analysis, system development, operational workflow development, using operations and IT input and involvement through testing and implementation to ensure success within the Financial Access Clearance Team
- Responsible for proposing technical solutions and improvements for improved revenue cycle outcomes
- Ensure systems and tools support Patient Access processes and result in the input of the highest quality of data required to produce clean claims and reduce denials
- Define and document customer requirements
- Proactively monitor and maintain systems
- Perform problem resolution
- Develop and maintain QA documentation
- Identify error patterns and recommend training or revised workflows
- Provide regular status reporting
- 3+ years of tax, finance or a related analytical field experience
- Bachelor's degree in accounting or related field
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- Identifies basic control risks, evaluates impact, proposes changes, and implements improvements to remediate gaps
- Delivers weekly/monthly financial close. Uses financial systems and advanced MSExcel functions to work with large data sets. Outputs plans, forecasts, budgets, and consolidations.
- Works with a variety of data sources. Identifies incomplete or inaccurate data, identifies root causes of data issues, escalates discrepancies, fixes data where possible or partners to deliver a solution.
- Uses active listening skills intuitively to communicate data (both written and verbal) in a clear, concise, and unambiguous manner. Adjusts style for various audiences to articulate complex finance issues clearly.
- Identifies and implements solutions to resolve, improve, automate, standardize, or simplify finance processes.
- Makes thoughtful time management decisions independently. Prioritizes work, resolves issues, meets deadlines, and seeks feedback from your manager. Discerns between urgent and non-urgent issues and acts accordingly to solve them.
- Drives own self-development in the Finance Community: seeks opportunities to expand finance expertise. Participates in events, initiatives, and projects, then shares gained knowledge in and outside of your team.
- Contributes to work life harmony by being a positive, collaborative, and effective influencer to new team members as an indicator of operations excellence.
- The Technology FP&A team is looking for a highly strategic and analytically rigorous Senior Financial Analyst to join our team. This is a senior-level individual contributor role designed for someone who can operate with a high degree of autonomy and ownership - not just maintaining models but architecting them. You will support the end-to-end forecast for the Technology P&L, including monthly actuals, variance analysis, and financial models for Operating Expenses (OPEX), Capital Development (Cap Dev), and Allocations. You will also support the annual budgeting and strategic planning processes and serve as a key finance partner to Technology leadership.
- Beyond core FP&A responsibilities, you will be expected to drive significant process improvement across our forecasting, close, and reporting workflows - including the design and implementation of standardized templates, automated reporting pipelines, and scalable model architecture. You will support the build-out of executive-ready financial dashboards and KPI reporting that give Technology leadership real-time visibility into spend, headcount, and performance. You will also take support crafting the monthly financial decks presented to senior leadership, translating complex financial data into clear, compelling narratives. This is a strategic, high-impact role for a self-starter who thrives on building durable infrastructure and influencing decisions at the highest levels of the organization.
- *What You Will Do:
- Forecasting: Drive the monthly/quarterly forecasting for the Technology P&L. This includes creating and maintaining financial models for OPEX (Headcount and Non-Headcount), Cap Dev (capitalization of headcount working on building software products), and P&L allocations.
- Financial Model Building: Architect, build, and maintain robust multi-scenario financial models covering OPEX, CAPEX, Cap Dev, TCO for technology renewals (software, cloud, and services), and P&L allocations. Models must be scalable, auditable, and designed to support rapid scenario analysis and sensitivity testing. Continuously identify risks and opportunities impacting profitability and cash flow and translate model outputs into clear recommendations for leadership.
- Variance Analysis: Monitor and analyze financial performance metrics regularly to ensure alignment with strategic objectives and drive overall business success. Conduct detailed analysis of actual financial results compared to forecasted figures, identifying key drivers of performance and opportunities for improvement. Review analysis with Business Unit leaders on a monthly cadence.
- Executive Deck Building & Reporting: Support the design and delivery of monthly financial presentations for Technology leadership and senior Finance stakeholders. This includes structuring the narrative, translating complex financial performance into clear insights, and producing polished, executive-ready decks. You will be expected to anticipate leadership's questions and proactively address them through well-designed, data-driven slides that drive decision-making.
- Cross-Functional Collaboration: Collaborate with IT, Accounting, and the broader Finance teams to ensure alignment of financial plans and objectives. Foster strong relationships and facilitate effective communication across the organization.
- Dashboard Reporting & Business Intelligence: Design, build, and maintain executive-facing financial dashboards and KPI reporting to give Technology leadership real-time visibility into spend, headcount, variance, and performance trends. Partner with BI and data teams as needed to connect financial data to operational metrics. Dashboards should reduce manual reporting burden and serve as a single source of truth for the Technology P&L.
- Process Improvement & Automation: Lead the identification and redesign of manual or inefficient FP&A workflows, including the standardization of close templates, forecasting models, and monthly reporting packages. Champion automation initiatives that reduce cycle time and improve data accuracy. Act as an internal advocate for scalable, repeatable processes that allow the Finance team to operate more efficiently as the company grows.
- *What You Need to Succeed:
- Minimum 5 years of experience on an Enterprise FP&A team
- Advanced Microsoft Excel / Google Sheets skills including use of lookups, sumifs, index-matches, VBA, and ability to transform large data sets. Experience building dashboards and reports in Tableau, Power BI, Looker, or similar BI tools strongly preferred.
- Prior experience supporting or directly contributing to a P&L with associated forecasts, budgets, and financial models
- Prior experience in variance analysis and communication (written and verbal) with business stakeholders, including direct experience building and presenting executive-level financial decks to senior leadership
- Demonstrated experience leading process improvement initiatives within an FP&A or finance function, including redesigning reporting workflows, implementing standardized templates, or driving automation of manual processes.
- Prior experience in Netsuite, Anaplan, Oracle, Salesforce, or Tableau highly desirable
- Undergraduate degree in Finance or other related quantitative discipline. Knowledge of Financial Statements and Accounting highly desirable
- Exceptional attention to detail and ability to work independently to deliver accurate, high-quality outputs with minimal oversight. Must be able to support complex, multi-scenario financial models end-to-end and communicate findings with clarity and confidence to senior stakeholders.
- 3+ years of work experience with a proven track record of success.
- Have a network of personal and professional contacts within the local area that you may engage for referrals.
- Showcase a background in building strong relationships and delivering superior client service.
- Cannot have been a financial advisor soliciting securities-based business or have a securities-based book of clients in the past 8-10 years.
- Legally authorized to work in the U.S. and does not now or in the future require sponsorship for visa status.
- Ability to obtain required licenses within 150 days of hire:
- o FINRA Series 7 (Obtaining the Series 7 may include passing the Securities Industry Essentials exam plus the Series 7 top-off exam)
- o State Securities (Series 63 or Series 66)
- o State IAR (Series 65 or Series 66)
- o State Life, Health Insurance and Variable Products lines
- Four-year college degree, or equivalent
- Demonstrate an entrepreneurial spirit and a desire to succeed in a goal-oriented environment.
- Willingness and desire to be part of a coaching relationship and peer learning environment.
- Proven track record of continued success in all industries and careers including, but not limited to: * Accountants * Attorneys * Bankers * CERTIFIED FINANCIAL PLANNER professionals* * Community leaders * Consultants * Entrepreneurs * Fund
[Develop and maintain financial models to analyze revenue performance, cost structures, and profitability across multiple brands and digital commerce initiatives; conduct financial and data analysis to evaluate business performance, identify growth opportunities, and support strategic planning and r
Puget Sound Energy is committed to providing equal employment opportunity to all qualified applicants. We do not discriminate on the basis of race, color, religion, sex, national origin, age, sexual orientation, gender identity, marital status, veteran status or presence of a disability that with or
- Provides support to the Treasurer/Assistant Treasurer/Mgr. Treasury Operations by leading treasury operations compliance and Sarbanes-Oxley (SOX) activities; administering the day-to-day activities related to credit facilities, letters of credit, intercompany reimbursements and loans, pension plan and Foundation investments; and assisting with daily cash management operations. Responsible for reviewing complex legal documents for new and existing financing needs. Engages in S4 pre-project and S4 implementation work to ensure payment and other treasury-related functionality are optimized for efficiency and accuracy. Provides analytical and technical support for treasury activities as needed, including rate case testimony support.
- Upholds the safety compliance standards inherent in PSE's operating and/or field procedures related to work responsibilities. Promotes and supports a culture of total safety.Demonstrates commitment to conduct business honestly, ethically and consistent with our core values and Code of Conduct. Ensures duties are performed in accordance with all regulatory compliance obligations.
- Leads the preparation and tracking of compliance reporting and certifications required by borrowing covenants and mortgage indentures.
- Leads the preparation and tracking of supporting documentation for internal and external audits in accordance with SOX and external financial reporting requirements.
- Leads the administration of credit facilities and letters of credit (LC) including the preparation of borrowing notices and LC amendments for approval.
- Coordinates the administration of intercompany reimbursements and loan activity.
- Administers the pension plan investments under direction of the Retirement Plan Committee and the Foundation investments under the direction of the Foundation Board.
- Assists with daily cash management operations including monitoring daily cash position and incoming receipts, processing outgoing wire transfers and payments, reconciling bank account activity, validating accounting entries and transaction documentation, and forecasting daily cash flow.
- Executes short-term borrowings, commerical paper transactions with dealers, and investment purchases and redemptions to manage cash flows, minimize interest costs, and maximize investment returns under the direction of the Treasurer/Assistant Treasurer/Mgr. Treasury Operations and in accordance with PSE's policies.
- Continually improves short-term cash forecast integrity by utilizing internal and external information resources, researching new financial modeling techniques, benchmarking, and data analytics.
- Functions as the liaison between FP&A and Treasury Operations, being plugged into monthly forecasting activities, to improve short-term cash forecasting.
- Assists with Treasury's month-end accounting close process including review of journal entries, account balances, and related financial reporting.
- Coordinates the preparation of regulatory compliance reporting such as the cost of capital reports and the annual securities filing with the WUTC and FERC.
- Delivers interpretation and provides detailed contract review of complex legal documents for new and existing financing needs, such as credit facilities, letters of credit, intercompany loans, and term loans as needed.
- 3+ years of tax, finance or a related analytical field experience
- Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science), or Bachelor's degree and 3+ years of quantitative role (engineering, process re-engineering, quality assurance) experience
- 3+ years of contributing to cross-functional initiatives that drive financial performance and strategy experience
- 3+ years of dissecting financial data and identifying patterns that support business strategy experience
- 4+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience
- Knowledge of Tableau
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- 4+ years of applying key financial performance indicators (KPIs) to analyses experience
- 4+ years of creating process improvements with automation and analysis experience
- 4+ years of identifying, leading, and executing opportunities to improve, automate, standardize or simplify finance or business tools and processes experience
- Experience with advanced use of SQL for data mining and business intelligence
- Partner with Business stakeholder and manage controllership activities to optimize EC2 utilization and usage efficiency
- Analyze utilization input for EC2 capacity planning
- Support ad-hoc requests and assist in various requests from finance and business executives.
- Identify opportunities for efficiency improvements including automation and coordination with upstream and downstream organizations.
- Write and present narratives and analysis of AWS Infrastructure capital for senior leadership.
- 3+ years of tax, finance or a related analytical field experience
- Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science), or Bachelor's degree and 3+ years of quantitative role (engineering, process re-engineering, quality assurance) experience
- 3+ years of contributing to cross-functional initiatives that drive financial performance and strategy experience
- 3+ years of dissecting financial data and identifying patterns that support business strategy experience
- 4+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience
- Knowledge of Tableau
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- 4+ years of identifying, leading, and executing opportunities to improve, automate, standardize or simplify finance or business tools and processes experience
- Six Sigma Black Belt certification
- Experience with advanced use of SQL for data mining and business intelligence
- Experience working as a Quality Assurance Engineer, or experience as a lean sensei
- Partner with stakeholders across Amazon and AWS to establish and maintain internal pricing structures that is sound and cost driven.
- Lead cross-functional teams and processes to identify opportunities for cost optimization, developing analytical frameworks that deliver actionable insights and recommendations to senior leadership.
- Analyze complex datasets to develop financial models that accurately forecast the impact of internal pricing decisions on P&Ls.
- Identify trends, anomalies, and opportunities for process improvement, creating scalable and auditable data analysis processes.
- Good understanding of AWS Services and cost drivers.
- Collaborate with Fintech and Finance teams to automate existing manual process at scale.
- Collaborate with forecasting data science teams and Finance to improve cloud usage forecasting processes.
- · Education: A degree or a professional designation in Finance, Accounting, Law, or Business Administration; or the current pursuit of a degree/designation is required.
- · Experience: Work experience in a financial services firm, public accounting office, or estate planning law firm is preferred.
- o Professional attention to detail and organizational skills, with the ability to manage multiple projects and deadlines.
- o Strong written and verbal communication skills.
- o Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- · A high level of integrity and ability to maintain strict confidentiality.
- · Knowledge of industry regulations and compliance standards is extremely beneficial.
- · Licenses/Certifications: CFP, CPA, Attorney license/certification/experience is a significant asset.
- · Competitive salary commensurate with experience
- · 401(k) with company match
- · Flexible hours and paid time off and holidays
- · A flexible, supportive, and collaborative work environment
- · Financial assistance for professional accreditations and continuing education
- · No health insurance benefits are available
- Bachelor's degree in Finance, Accounting, or related field.
- Proficiency in financial software applications and Excel.
- Experience with corporate reporting and forecasting preferred.
- Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
- Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
- Analyze financial data, identify trends, and present recommendations for improving financial performance.
- Assist in budgeting, forecasting, and variance analysis to support organizational goals.
- Prepare detailed financial reports and provide insights to support business strategy decisions.
- Collaborate with cross-functional teams to align financial plans with company-wide objectives.
- Process accounts and incoming payments in compliance with financial policies and procedures.
- Perform day to day financial transactions, including verifying, classifying, computing, posting and recording accounts receivables' data.
- Prepare bills, invoices, and bank deposits.
- Reconcile the accounts receivable ledger to ensure that all payments are accounted for and properly posted.
- Verify discrepancies by and resolve clients' billing issues.
- Facilitate payment of invoices due by sending bill reminders and contacting clients.
- Generate financial statements and reports detailing accounts receivable status.
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Proven ability to engage with and influence others
- Exceptional interpersonal and relationship building skills
- Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility
- Proven ability to assess needs and recommend appropriate solutions/interventions
- Proven ability to work collaboratively on a team and with key partners
- Proven ability to listen and probe for clarity and understanding
- Goal and results oriented
- Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
- Ability to work in an environment where the majority of your compensation is tied to your performance
- Strong follow-through skills
- Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel
- Business Acumen
- Business Development
- Oral Communications
- Wealth Planning
- Analytical Thinking
- Client Experience Branding
- Client Investments Management
- Portfolio Analysis
- Risk Management
- Active Listening
- Client Solutions Advisory
- Emotional Intelligence
- Referral Management
- Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
- Learns and adapts to new technology or applications
- Executes multiple tasks simultaneously
- Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
- Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
- Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
- The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
- *Role Specifics:
- As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Additionally, you'll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth.
- *The Merrill Advisor Development Program- Financial Advisor engages in:
- Developing a book of business in order to meet and exceed established performance hurdles
- Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
- Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
- Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning
- Organizing and managing resources (time, people, budget) to run a productive practice
- Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
- Completing mandated training, assessments, performance goals and continuing education requirements
- *We'll help you:
- Build a successful career at Bank of America through world class training and on-boarding programs that set you up for success.
- Get training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success.
- Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.
- Provide end-to-end comprehensive advice , deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
- Handles inbound inquiries from leads regarding Merrill offerings
- Positions the extensive capabilities of Merrill and Bank of America
- Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
- Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
- Documents all client interactions and opportunities within Salesforce accurately
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Proven ability to engage with and influence others
- Exceptional interpersonal and relationship building skills
- Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility
- Proven ability to assess needs and recommend appropriate solutions/interventions
- Proven ability to work collaboratively on a team and with key partners
- Proven ability to listen and probe for clarity and understanding
- Goal and results oriented
- Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
- Ability to work in an environment where the majority of your compensation is tied to your performance
- Strong follow-through skills
- Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel
- Business Acumen
- Business Development
- Oral Communications
- Wealth Planning
- Analytical Thinking
- Client Experience Branding
- Client Investments Management
- Portfolio Analysis
- Risk Management
- Active Listening
- Client Solutions Advisory
- Emotional Intelligence
- Referral Management
- Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
- Learns and adapts to new technology or applications
- Executes multiple tasks simultaneously
- Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
- Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
- Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
- The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
- *Role Specifics:
- As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Additionally, you'll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth.
- *The Merrill Advisor Development Program- Financial Advisor engages in:
- Developing a book of business in order to meet and exceed established performance hurdles
- Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
- Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
- Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning
- Organizing and managing resources (time, people, budget) to run a productive practice
- Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
- Completing mandated training, assessments, performance goals and continuing education requirements
- *We'll help you:
- Build a successful career at Bank of America through world class training and on-boarding programs that set you up for success.
- Get training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success.
- Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.
- Provide end-to-end comprehensive advice , deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
- Handles inbound inquiries from leads regarding Merrill offerings
- Positions the extensive capabilities of Merrill and Bank of America
- Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
- Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
- Documents all client interactions and opportunities within Salesforce accurately
Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits?Our "people helping people" philosophy has guided us since 1935, driving our deep commitment to serving our members, communi
- Bachelor's Degree Required
- Ability to work in a fast-paced environment and think clearly under pressure
- Strong interest in the financial markets and good investment sense/commercial instinct
- Ability to multi-task and work with numerous colleagues and desks across the Firm
- Strong verbal and written communication skills
- Strong organizational and interpersonal skills
- SIE, Series 7 and 63 required (must be obtained within three months of employment)
- Ready to operate at a higher level? We are hiring a Financial Analyst to join our Capital Markets team. As a Financial Analyst you'll be at the heart of our support operations by providing expert financial analysis, draft Offering Memorandums, and provide other analytical work to support transaction management and brokerage services. This role will support the US West Coast region. Armed with exceptional analytical and organizational skills and a keen eye for details, you're a problem solver who's always looking for ways to improve internal processes to achieve better results.
- *In this role, you will:
- You will underwrite income-producing assets using ARGUS and Excel.
- Partner with multiple brokers, deal teams and producers across the different asset classes including: Commercial, Office, Industrial, Multi-family, Retail, and Tenant rep/Leasing.
- Analyze historical operating statements, budgets, leases and loan agreements, as well as current market conditions in order to determine financial underwriting assumptions.
- You will design and build sophisticated financial models for properties with existing and speculative cash flow in addition to ground-up development and redevelopment opportunities.
- You are passionate about providing exception service to you clients and you are able to do this through providing analytical tools and cost-effective analysis that can influence lease/ purchase decisions.
- You have excellent communication skills and thrive in a collaborative team environment. You are also comfortable providing support in client presentations, responses to RFP's and new business pitches.
- You excel in a fast-paced environment, with the ability to deliver results to the highest accuracy in terms of financial analysis.
- *What you bring:
- 3-5 years in commercial real estate underwriting and modelling experience
- Knowledge in ARGUS
- Advanced Excel skills (financial modeling fluency is critical)
- High accountability, strong judgment
- Bachelor's degree in Real Estate, Finance, Business Administration, Accounting, Economics or related area
- Ability to manage multiple live deals without losing detail
- local law, Colliers is
- the following information:
- Area/Location Specific:
- Seattle, WA and Portland, OR
- Bachelor's degree in finance, accounting or related field
- 3+ years of finance or a related analytical field experience
- Export Control Requirement: Due to applicable export control laws and regulations, candidates must be a U.S. citizen or national, U.S. permanent resident (i.e., current Green Card holder), or lawfully admitted into the U.S. as a refugee or granted asylum.
- Experience communicating results to senior leadership, or experience in multiple finance and accounting roles
- Experience building and managing financial models for business forecasting and problem solving, or experience performing ad hoc analysis using advanced Excel
- Experience making business recommendations and influencing stakeholders
- 3+ years of experience delivering cross-functional projects with tech and non-tech teams.
- Experience in month-end close and/or FP&A.
- Relevant experience in positions that require analysis and reporting financial results.
- Lead month end, quarterly, annual operating financial planning working cross functionally with various teams, including business finance, accounting, and business operations.
- Drive continuous improvement and standardization of processes, implement best practices and deliver automation throughout month-end close and financial planning cycles.
- Analyze complex financial data and provide accurate and timely reports to key stakeholders, highlighting key insights and recommendations.
- Support the month-end close process and ensure accurate and timely financial reporting.
- Assist in developing and implementing financial policies, procedures, and internal controls.
- Deliver detailed variance analysis, identifying risks and opportunities, and effectively communicate results to senior leadership in order to influence tactical and strategic business decisions.
- Develop financial models for new business concepts and resulting financial impact to help drive data driven decision making.
- Work with big data and transforming it into insights and information.
- Participate in Finance initiatives, including but not limited to process improvements, ad hoc analyses, and preparation of periodic reporting activities.
- 3+ years of tax, finance or a related analytical field experience
- 4+ years of applying key financial performance indicators (KPIs) to analyses experience
- 4+ years of creating process improvements with automation and analysis experience
- 4+ years of identifying, leading, and executing opportunities to improve, automate, standardize or simplify finance or business tools and processes experience
- 3+ years of dissecting financial data and identifying patterns that support business strategy experience
- 3+ years of contributing to cross-functional initiatives that drive financial performance and strategy experience
- Bachelor's degree in engineering, statistics or business
- 4+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience
- Knowledge of Tableau
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- Six Sigma Black Belt certification
- Develop and maintain key performance indicators (KPIs) and analytics dashboards for WWSO Core leadership, including productivity metrics
- Design and implement advanced financial models and analytical tools to support critical decision-making
- Create and implement business mechanisms that are scalable to help your business partners make data-driven decisions
- Conduct in-depth analysis and present findings directly to senior leaders
- Lead the annual financial planning and budgeting process
- Support existing business review mechanisms (WBR, MBR etc.) and build new metric frameworks for Geo Specialist coverage. Work with teams on get-to-green plans, and measuring and assessing future risks.
- Analyze key pipeline and productivity metrics to drive business investment and outcomes
- Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science)
- 3+ years of tax, finance or a related analytical field experience
- 3+ years of dissecting financial data and identifying patterns that support business strategy experience
- 3+ years of identifying, leading, and executing opportunities to improve, automate, standardize or simplify finance or business tools and processes experience
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- Experience in creating process improvements with automation and analysis
- Experience in financial modeling, P&L management or analysis
- Experience with advanced use of SQL for data mining and business intelligence
- Serve as the Finance Business Partner to the Small Business customer segment. Partner with key stakeholders across the US, EU and JP.
- Solve complex business challenges by delivering accurate and timely financial models, business insights, and recommendations that deliver results, drive improvements, and influence leaders
- Standardize and track effectiveness of promotional spend in order to optimize promotions strategy
- Provide financial support to key business initiatives to increase customer engagement
- Influence business decisions with effective verbal and written communication, data driven analysis and modeling, and presentation of options and alternatives
- Perform financial reporting, ad-hoc data analysis, and financial modeling using a broad range of tools including Excel, SQL, and Cognos
- Transform existing financial processes using Artificial Intelligence
- Bachelor's Degree or relevant experience and/or education as determined by the company in lieu of bachelor's degree
- 7 - 10 years of related progress experience inAccounting and/or Finance including experience in leading projects of varying size and complexity
- Experience with various computer applications to include MS Excel and/or MS Access
- 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
- *Language (Other than English):
- This job performs financial and business related research and analysis such as the preparation of forecasts and/or analysis of financial reports, records and trends; develops and maintains spreadsheets and databases to facilitate analysis and reporting; and is responsible for conducting and documenting financial analysis projects.
- Display effective communication skills.
- Coordinate with other departments, locations, and divisions.
- Communicate with other departments and/or outside agencies to resolve problems.
- Communicate with management at the Organization, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.
- Advise management of expected outcomes, and recommending ways to improve the 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.
- Perform financial and business related analysis
- Analyze, evaluate and interpret appropriate financial and statistical data.
- Develop and/or document business policies, conduct special financial and business related studies and cooperate with other departments in the preparation of analyses.
- Conduct financial and business related analyses and research including the preparation of forecasts and/or analysis of trends.
- Analyze financial reports and records.
- Provide reasoning for variances and make recommendations relative to the accounting of reserves, assets, and expenditures.
- Advise management of expected outcomes, and recommend ways to improve the outcomes.
- Independently pursue fundamental problem solving and documents the recommendations to management.
- Facilitate analysis and reporting.
- Utilize computer to input, retrieve or display accounting information.
- Develop and maintain spreadsheets and databases.
- Utilize PC and/or mainframe based systems and software, compiles and prepares reports, graphs and charts of data developed.
- Serve as a project lead for special projects within the department.
- Lead and document 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.
- Coordinate activities to ensure the project is advancing properly and to ensure the project is completed within the timeframes established. Included in this process will be communication with Management at the Organization, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.
- Make recommendations based on findings when necessary.
- Other duties as assigned or requested.
- What you bring:
- 4-7 years of financial analysis experience
- Solid understanding of 3 statement modeling and corporate FP& A consolidation
- Professional services (AEC/project-based) experience
- Advanced Excel and financial modeling skills (Power Query required)
- Degree in accounting or finance
- Strong business acumen, communication, and problem-solving skills
- Email your resume directly to sue.sumrell@roberthalf.c0m
- Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
- Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
- Lead budgeting, forecasting, and long-range financial modeling
- Build and enhance management reporting and financial models
- Present insights to senior leadership and key stakeholders
- Support process improvements and ERP system implementation
- Partner cross-functionally on high-impact projects
- This is an exciting role with a hybrid work culture, strong compensation and office perks!
- Please email your resume directly to sue.sumrell@roberthalf.c0m
- Bachelor's degree
- Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science)
- Leverage Customer Fulfillment metrics to identify cost improvement opportunities by linking up operations and financials
- Communicate data (both written and verbal) in a clear, concise, and unambiguous manner. Your communications drive critical business actions.
- Earn trust of your business partners to influence and support tactical and strategic business decisions driving business improvements and cost reductions
- Identify risks, evaluates impact, proposes changes, and implements improvements to remediate gaps as well as understands the details of the cost structure to make thoughtful judgement calls in ambiguous environments where data may be difficult to procure.
- Support the tender process to procure warehousing services to ensure competitive cost and service is acquired
- Develop and mentor peers and team members, while promoting knowledge-sharing
- Learning Opportunities:
- Autonomy to innovate and deliver new approaches that impact the bottom and the top line
- Grow and collaborate in a fast-pace environment where every day is day one
- Being surrounded by inspiring and diverse individuals
- Learn from people and cooperate with a wide variety of professional backgrounds
- Ability to develop new skills and opportunities through lateral, geographical or functional moves
- Typically 5+ years of experience as a Financial Analyst, Project Accountant, or Accountant with a Bachelor's degree in Business, Accounting, Finance or related Discipline. Or 3+ years experience with a Masters.
- Understanding of BD lifecycle process and terminology highly preferred.
- Experience in Dynamics CRM and Power BI (PBI) highly preferred.
- US Citizenship is required.
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Proven ability to engage with and influence others
- Exceptional interpersonal and relationship building skills
- Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility
- Proven ability to assess needs and recommend appropriate solutions/interventions
- Proven ability to work collaboratively on a team and with key partners
- Proven ability to listen and probe for clarity and understanding
- Goal and results oriented
- Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
- Ability to work in an environment where the majority of your compensation is tied to your performance
- Strong follow-through skills
- Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel
- Business Acumen
- Business Development
- Oral Communications
- Wealth Planning
- Analytical Thinking
- Client Experience Branding
- Client Investments Management
- Portfolio Analysis
- Risk Management
- Active Listening
- Client Solutions Advisory
- Emotional Intelligence
- Referral Management
- Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
- Learns and adapts to new technology or applications
- Executes multiple tasks simultaneously
- Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
- Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
- Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
- The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
- *Role Specifics:
- As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Additionally, you'll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth.
- *The Merrill Advisor Development Program- Financial Advisor engages in:
- Developing a book of business in order to meet and exceed established performance hurdles
- Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
- Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
- Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning
- Organizing and managing resources (time, people, budget) to run a productive practice
- Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
- Completing mandated training, assessments, performance goals and continuing education requirements
- *We'll help you:
- Build a successful career at Bank of America through world class training and on-boarding programs that set you up for success.
- Get training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success.
- Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.
- Provide end-to-end comprehensive advice , deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
- Handles inbound inquiries from leads regarding Merrill offerings
- Positions the extensive capabilities of Merrill and Bank of America
- Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
- Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
- Documents all client interactions and opportunities within Salesforce accurately
- Conduct detailed financial analysis to assess project feasibility and profitability.
- Develop and maintain financial models to support decision-making processes.
- Collaborate with cross-functional teams to gather data and provide financial insights.
- Monitor and report on project financial performance, identifying trends and areas for improvement.
- Assist in budgeting and forecasting activities to ensure alignment with organizational goals.
- Prepare reports and presentations summarizing financial data for stakeholders.
- Evaluate risks associated with projects and recommend mitigation strategies.
- Ensure compliance with financial regulations and company policies.
- Support management in strategic planning by providing actionable financial insights.
- Please reach out to Jamie Benway with Robert Half to review this position. Job Order: 03600-0013422128
- Requirements - Proven experience in financial analysis and modeling.
- Strong proficiency in using financial software and tools.
- Excellent analytical skills with a keen attention to detail.
- Ability to communicate complex financial concepts clearly to non-financial audiences.
- Bachelor's degree in finance, accounting, or a related field.
- Knowledge of budgeting, forecasting, and risk assessment.
- Familiarity with industry-specific financial regulations and practices.
- Strong problem-solving and decision-making capabilities.
- Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
- Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
- Develop and maintain financial models that support budgeting, forecasting, and long-range planning initiatives.
- Analyze operating and financial results to identify trends, risks, and opportunities, then present practical recommendations to stakeholders.
- Prepare recurring and ad hoc reports that help leadership assess business performance and make informed decisions.
- Partner with cross-functional teams to gather data, validate assumptions, and improve the accuracy of financial analyses.
- Support planning cycles by contributing to annual budgets, periodic forecasts, and variance reviews.
- Create management-ready summaries and presentations that explain key findings in a concise and actionable way.
- Evaluate business scenarios and investment considerations through detailed quantitative analysis.
- Assist with enhancements to financial reporting processes, tools, and workflows as business needs evolve.
- Bachelor's Degree plus 2 years of financial analysis experience, preferably in a large global company and highly matrixed organization
- Knowledge, Skills, Abilities
- Proficient user of systems (i.e. Work Force, Power BI, Cognos, excel, PowerPoint, etc.)
- Effective verbal and written communication skills, able to summarize and present information in a concise and effective manne
- Attention to detail and consistently delivering high quality work. Ability to learn quickly, meet deadlines and multi-task in deadline driven environment
- Good understanding of business processes and operations & financial controls, able to identify control weaknesses in existing process and recommend mitigation actions
- At Thermo Fisher Scientific, our Finance teams are important to our business and functional teams to make educated, sound decisions that drive our Mission and make us a stable and trusted industry leader. From Financial Planning & Analysis, Tax, Treasury, Financial Reporting, Audit, Investor Relations, Strategy & Corporate Development to Accounting, our Finance functions have a diverse and global presence, providing significant opportunities to develop outstanding career experiences and perspectives.
- How you will make an impact:
- MSD (Materials & Structural Analysis Division) is Thermo Fisher's business focused on advanced instruments for imaging and analyzing materials at micro- to atomic-scale (e.g., electron microscopy and spectroscopy). As part of the Analytical Instruments Group, MSD serves academic, semiconductor, and industrial customers to accelerate innovation and improve product performance.
- Seeking a Senior Analyst who will be an integral part of MSD Commercial finance team to support the delivery of our near and long-term financial objectives. The scope of responsibilities includes all commercial planning, analysis & reporting to execute financial goals and initiatives to support a growing organization.
- What you will do:
- Analyze transactional / operational data, identify anomalies, recommend accruals / reversals to ensure accurate reporting.
- Develop, standardize, and improve regular analyses and reports to share business and financial insights, and support monthly /quarterly /annual forecasting and budgeting process (i.e. support MBR, QBR, AOP, etc.)
- Build and update dashboards, PowerPoint and other business intelligence tools by data-mining in various systems
- Independently investigate data issues and/or information given, ask pertinent questions and identify root causes, collaborate with functional business partners and system support to improve data quality
- Collaborate with business partners to generate key assumptions and drivers for decision support, independently conduct ad hoc data analysis to identify business insights and observations
- Translate business inputs into financial assumptions, build and maintain forecast models to project future business trends, results, etc. covering areas including bookings, backlog, pricing, operating expense, foreign exchange, etc.
- Proactively learn and adopt new systems and tools to improve analytics capability and accuracy
- How you will get here:
- Perform financial analysis and provide recommendations based on Federal Energy Regulatory Commission (FERC), Generally Accepted Accounting Principles (GAAP), and A-123 guidelines.
- Maintain/adhere to internal project analysis policies, processes (update standards, desk procedures), and procedures.
- Perform work order completion analysis based on the interpretation of FERC, GAAP, internal audit, and A-123 guidelines.
- With notice and approval from the applicable Project Manager (PM), place capital assets into plant in-service upon project completion, initiating the start of financial depreciation reported and monitored on balance sheet. This requires close collaboration and coordination with the PM to properly assign FERC codes to major and
- A Trust Investment Analyst performs trade execution, portfolio maintenance, compliance, preparation of performance reports, analysis of stocks, bonds, and mutual funds, and related activities to meet the goals and objectives of the Trust Company.
- Assist the portfolio management team in the management of trust accounts
- Contribute investment ideas to the strategy teams
- Assist in administrative aspects of the department's risk management results relating to investments
- Coordinate with Portfolio Managers to ensure a high level of client service
- Coordinate with Portfolio Manager to ensure a high level of compliance, audit, and risk management results
- Perform a variety of tasks related to ensuring full compliance with all rules and regulations associated with the trust portfolio
- Author informal and formal written communications for internal and/or external customers, management, employees, and others, to include memoranda and e-mails
- Initiate trades in the rebalancing process efficiently and without overdrafts or failed trades
- Initiate mutual fund trades, purchases, and sales for new accounts and to meet the cash demands of existing clients
- Execute trades in individual equity and fixed income securities as directed by Portfolio Managers
- Assist trust administrators and trust assistants with investment-related issues arising in trust accounts, including proposals for investment strategies, selection of mutual fund models, analysis of liquidity requirements, and other account-specific investment issues
- Prepare investment reviews as directed
- Assist in the preparation of Prudent Investor Act documentation and client investment policy statements
- Serve as a liaison between the company and its performance software vendo
- Analyze performance reports to assure accurate reporting to clients
- Prepare and maintain the company's composite investment results
- Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
- Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
- Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
- May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
- Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.
- Takes personal initiative and is a positive example for others to emulate.
- Embraces our vision to become "Business Bank of Choice"
- May perform other duties as assigned.
- Bachelor's degree in Finance, Accounting, Economics, or a related field
- 5 or more years of progressive financial analysis experience
- Strong financial modeling and analytical skills
- Advanced Excel skills and experience with financial systems or ERP tools
- Ability to communicate complex financial concepts clearly to non-finance partners
- Self-motivated with strong attention to detail and organizational skills
- Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
- Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
- Prepare and analyze monthly, quarterly, and annual financial reports
- Develop forecasts, budgets, and variance analyses
- Build and maintain financial models to support business initiatives
- Partner with operational and leadership teams to provide actionable financial insights
- Identify trends, risks, and opportunities to improve financial performance
- Support ad hoc analyses and special projects as needed
- 3+ years of tax, finance or a related analytical field experience
- 3+ years of applying key financial performance indicators (KPIs) to analyses experience
- 3+ years of identifying, leading, and executing opportunities to improve, automate, standardize or simplify finance or business tools and processes experience
- 2+ years of creating process improvements with automation and analysis experience
- 3+ years of dissecting financial data and identifying patterns that support business strategy experience
- 3+ years of contributing to cross-functional initiatives that drive financial performance and strategy experience
- Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science), or Bachelor's degree and 3+ years of quantitative role (engineering, process re-engineering, quality assurance) experience
- Experience with advanced use of SQL for data mining and business intelligence
- 2+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience
- Knowledge of Tableau
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- Form strategic plans to improve processes, tools, and analytics. This involves ownership of project ideation, pilot implementation, stakeholder management, and ultimately expansion
- Own and be the expert in all financial planning tools used to produce reports for corporate or business partners within the organization
- Identify risks, evaluate impact, propose changes, and implement improvements to remediate gaps
- Create reporting that provides transparency and insights on key financial metrics to the Operations Finance leadership team
- Partner with regional FP&A partners to successfully deliver the annual budget, 3 Year Forecast and Quarterly Guidance
- Understand the details of the cost structure to make thoughtful judgement calls in ambiguous environments where data may be difficult to procure
- Leverage Operations metrics to identify cost out opportunities by linking up operations and financials
- 3+ years of tax, finance or a related analytical field experience
- 4+ years of identifying, leading, and executing opportunities to improve, automate, standardize or simplify finance or business tools and processes experience
- Bachelor's degree in engineering, statistics or business, or Bachelor's degree and 5+ years of quantitative role (engineering, process re-engineering, quality assurance) experience
- Experience with advanced use of SQL for data mining and business intelligence
- 4+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- Key Business Support:
- End-to-end ownership of the financial planning cycles which include forecast modeling, bridging, network partnership and presentations to senior leadership.
- Perform projects financial validations to ensure accurate return-on-investment insights.
- Collect, analyze and manage quantitative data and create meaningful reports to lead business improvement and defect cost reduction strategy.
- Perform root cause analysis to uncover core issues using data, then assisting the operation stakeholders to improve and create new measures for sites productivity.
- Invent and simply processes to drive efficiency and cost improvement over finance processes related to defect costs.
- Thinking big to deliver scalable solutions to better understand end-to-end cost and identify new improvement opportunities.
- Controllership:
- Intuitively utilize active listening skills to communicate data (both written and verbal) in a clear, concise, and unambiguous manner, adjusting your style based on audience, to articulate complex finance issues.
- Create effective business partnership with senior stakeholders, manage competing priorities, and provide guidance for cost strategy and goals.
- Have backbone and challenge business partner plans and assumptions when needed.
- Team Leadership:
- Take part in developing and mentoring activities, and leverage diverse perspectives.
- The Defect Cost Controllership (DCC) team focuses on finance controllership, cost savings and end-to-end (e2e) defect cost reduction across North America Customer Fulfillment (NACF). The primary time spend is focused on workstreams to identify opportunities that lead to cost reduction, process improvement, and financial controllership. The team is also responsible for project financial validations, return-on-investment, and tracking financial impact on budget baselines. The team plays a key role in decision making and developing financial insights as part of monthly and quarterly business reviews, developing and leading cost business reviews, and providing ad-hoc analysis on large or ambiguous deliverables
- Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science)
- 3+ years of finance or a related analytical field experience
- 4+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience
- Knowledge of Tableau
- Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)
- As a Senior Financial Analyst in Ops Finance E2E your key responsibilities will be partnering with business leaders and finance teams to design an efficient network and evaluate the cost trade-offs of strategic network decisions. You will use solid financial knowledge and business acumen to build planning models, improve forecasting methodology in line with changing business needs, interpret data, draw conclusions, and make recommendations that deliver results, drive improvements, and influence leaders in NA Operations.