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Financial Analytics Consultant Jobs

Financial Consultant Jobs
By Empower At , Remote $52,000 - $64,000 a year
Demonstrated sales, relationship management and customer service skills
Bachelor's degree or an equivalent combination of education and professional work experience
Problem-solving skills and ability to engage with customers, ask questions, share thoughts & offer solutions
Minimum of 1 year experience in sales, preferably inside sales
Previous experience with inbound and/or phone-based sales
Ability to quickly learn new systems and prior experience with SalesForce a plus
Financial Consultant - Remote
By Optum At , Eden Prairie, 55346, Mn
Experience working collaboratively and influencing across a matrix environment to drive revenue enhancement and expense management initiatives
Bachelor’s degree in finance in Finance, Business or related field or related work experience
Develop, perform and manage the analyses of business and financial metrics as well as performance measures
Develop, perform and manage all aspects of financial planning, budgeting and forecasting
3+ years of progressive financial experience
Proven experience driving business performance in a high growth and fast paced environment
Remote Financial Consultant Jobs
By Capital Flow Enterprise At United States
Able to complete licensing requirements within 30 days
Part-Time and Full-Time Positions Available
Study, Learn, and execute with on-the-job training
Shadow client meetings, plan designs and presentations
Analyze client financials to determine their needs and risk tolerance
Review available options for clients
Financial Analytics Advisor - Remote
By Mayo Clinic At Rochester, MN, United States
Experience with SQL for data retrieval and knowledge of data modeling.
Experience training Finance staff on visualization and analytics tools, techniques, methods, and best practices
Healthcare Finance experience, preferably at an Academic Medical Center, preferred
Train and mentor Finance staff on how to develop analytics and visualization solutions
This position is 100% remote work. Individual may live anywhere in the US.
Knowledge of AI/ML model types as a business owner and consumer of models as well is identifying opportunities to leverage AI/ML.
Financial Consultant Jobs
By GoldenGate Financials At United States
Able to complete licensing requirements within 30 days
Part-Time and Full-Time Positions Available
Study, Learn, and execute with on-the-job training
Shadow client meetings, plan designs and presentations
Analyze client financials to determine their needs and risk tolerance
Review available options for clients
Cloud Financial Operations & Analytics Manager
By Electronic Arts (EA) At Redwood City, CA, United States
Experience working with Infrastructure cost and usage, including Cloud Financial Management (AWS, GCP, or Azure)
You will manage the infrastructure cost for the Data & AI team.
Experience with data visualization software packages, e.g., Looker, Power BI, Tableau
California (depending on location e.g. Los Angeles vs. Sacramento): º $60 - $69Candidates may also be eligible for applicable benefits.
You will guide the budget forecast.
You will monitor infrastructure usages and work with teams to optimize cost and performance.
Associate Financial Consultant Jobs
By Kennewick Independent Branch of Charles Schwab At Kennewick, WA, United States
Required minimum skills and qualifications:
In addition, ideal candidates will also have the following preferred qualifications:
· Minimum of two years of experience in the financial services industry
· Financial services business development experience
· Strong client relationship building experience
· Knowledge of brokerage/banking products and services
Financial Sales Consultant Jobs
By PNC At Pittsburgh, PA, United States

Understands PNC capabilities, educates and coaches customers on technology options.

Senior Financial Analytics Professional
By Humana At Tampa, FL, United States
Budgeting, accounting or finance experience
Bachelor's Degree; Accounting, Finance or Business Administration preferred
3+ years work experience with SAS/SQL (Ability to create SQL/SAS code)
Excel knowledge to include running & creating functions; pivot tables & charts. etc
Experience in compiling, modeling, interpreting and analyzing data in order to identify, explain, influence variances and trends
Humana will provide Home or Hybrid Home/Office associates with telephone equipment appropriate to meet the business requirements for their position/job.
Vp - Sales, Analytics (Banking & Financial Services)
By Inizio Partners At New York City Metropolitan Area, United States
Excellent planning, organizational and project management skills.
Excellent written and oral communication skills; articulate and persuasive presence and speaking experience required
Proven skill to build relationships by offering recommendations through formal sales presentations, written proposals, and negotiating preferred
Experience delivering engagements on analytics and financial services
Experience in managing senior-level relationships extending to the C-level
Strong consultative sales and negotiation skills preferred
Individual Financial Consultant Jobs
By TIAA At , , Tx $25.53 - $42.55 an hour
Determine where client has a need and create or manage associated opportunity to a won or lost sale.
Possess solid understanding of the organization’s digital new account opening requirements and processes to assist clients through this process.
Take inbound calls from both internal partners and clients to help identify product and investment needs.
Many of the client interactions will require as much as two hours or more on the phone with a consultant.
Make referrals to appropriate partners within the organization such as Individual Advisory Center (IAC), TIAA Client Relationships (TCR), and the Bank.
SRC Indicator: Series 7; Series 63; Series 65; Series 66
Financial Consultant Jobs
By Citizens Business Bank At Orange County, CA, United States

The Financial Consultant is responsible for supporting the CitizensTrust Investment Services business growth of a defined region / territory with a focus on the CBB internal channel. Incumbent works ...

Financial Management Consultant Jobs
By Significance At Norfolk, VA, United States

We have an immediate need for a Financial Management Consultant with professional, interpersonal and analytical skills, who enjoys working creatively with and actively contributing to his or her team, ...

Financial Manager, Financial Planning And Analytics (Fp&A)
By ACAMS At Washington, DC, United States
Ability to independently manage day-to-day responsibilities of certain assigned workstreams, supported by the Senior Manager.
Bachelor's degree, preferably in business (finance, accounting, economics). Other degrees considered based on relevant work experience.
Experience building and maintaining complex financial models (Excel).
Strong skills in Microsoft Office Suite (Excel and PowerPoint).
Experience leading a workstream/project and interacting with various stakeholders with limited oversight.
Experience using ERP software (preferred: NetSuite/SmartView, SalesForce).
Assistant Financial Consultant Jobs
By Chemung Canal Trust Company At Elmira, NY, United States
Manage at risk/abandoned property accounts, negative balance accounts, RMD’s and accounts missing information for updates and corrections.
Minimum 3 years’ experience in customer service preferred
Strong communicator and interpersonal skills
Input financial information and meeting notes in financial planning software.
Maintain an active awareness and understanding of rules and regulations that affect the investment and insurance business.
Accompany Financial Consultants and Senior Financial Advisors on client meetings.
Financial Consultant Jobs
By The Ohio State University At , Columbus, 43210, Oh $79,000 - $105,000 a year

Career Band: Individual Contributor - Specialized

The Target Hiring Range for this position is $79,000 to $105,000 per year.

Valuation Services/Credit Analytics, Financial Institutions -Consultant
By Crowe LLP At , Denver, 80202, Co
Consultant Role Capabilities and Qualifications:
Undergraduate degree in accounting, finance, economics or related field required
Proficiency in Microsoft Excel, Word and PowerPoint. Data analytics experience a plus
Excellent written and verbal communication skills, analytical financial modeling skills, and the ability to work well in a team environment
Analyze loan portfolio for portfolio risks and cash flow drivers
Update and maintain internal software calculation engines utilized in the respective underlying valuation models with development teams