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Personal Financial Analyst Jobs

Financial Analyst Jobs
By Guthy|Renker At El Segundo, CA, United States
Education - BA/BS in Finance or Marketing preferred
Evaluate and provide recommendations for acquisition and retention offers, media spend, and cost efficiencies
1-3 years experience in reporting & analysis
Advanced knowledge of Microsoft Excel
Working knowledge of the accounting cycle and the flow of information through the financial statements
Close attention to detail in reviewing work for accuracy and thoroughness with excellent follow-through abilities
Financial Analyst Jobs
By Ascendion At Redmond, WA, United States
Strong knowledge of finance processes, financial policies and internal controls over Financial Reporting (ICOFR)
Effective management of multiple priorities and ability to prioritize to meet key deliverables
Accounting knowledge of process| 10+ Years of Experience
Excel skills | 10+ Years of Experience
Exceptional Communication skills | 10+ Years of Experience
Solve complex problems - and learn new skills
Financial Analyst Jobs
By Berkadia At Boise, ID, United States
Ability to think commercially about the needs and requirements of different client groups, including investment management firms, brokers, and lenders.
Exceptionally strong Excel modeling skills, with experience with VBA and complex formulas.
Experience with data analytics such as demographics, competitors, industry and real estate trends, etc.
Experience using Adobe Creative Suite (InDesign, Photoshop, etc.) a plus.
Develop and maintain sophisticated financial underwriting models for commercial real estate development, acquisition and disposition.
Breakdown and analyze P&L statements and rent rolls.
Financial Analyst Jobs
By Primerica At Metropolis, IL, United States
Strong organizational and time management skills
Strong Financial Planning and Finance skills
Experience with financial modeling or advanced Excel skills are a plus
Ability to analyze financial statements and apply analytical skills effectively
Excellent written and verbal communication skills
Licensing for life insurance and securities are a plus
Financial Analyst Jobs
By Vaco At Addison, TX, United States
1-3 years of financial analysis experience
Bachelor's degree in Accounting, Finance or related field, MBA is a plus
Excellent written and verbal communication skills
Analytical and problem solving skills
Assist in financial analyses to measure monthly financial performance, explain variances to budget and forecast along business trends
Analyze business performance, evaluate KPIs, trends, market condition analysis within regions and business lines
Financial Analyst Jobs
By Memorial Hospital at Gulfport At Gulfport, MS, United States
Experience: Three (3) years of experience performing analysis, data manipulation and reporting of financial information.
Three (3) years of experience performing analysis, data manipulation and reporting of financial information.
Assists with the budget and forecasting process for the health system
Assists in budget preparation, implementation, and control
Provides variance analysis of budget vs. actual results for assigned areas, providing explanations of the causes of variances
Serves as custodian of the decision support system through analysis and mapping data relationships across source systems
Financial Analyst Jobs
By Confidential At Huntington Beach, CA, United States
Prepares reports for Division and Corporate Management on a monthly basis.
2-4 years of experience in accounting or finance in manufacturing or distribution industries required
Assist Director of Finance with timely, accurate and comprehensive review, development and implementation of annual budgets and ongoing forecasts.
A Bachelor’s degree in Accounting or Finance
Advanced knowledge in the use of financial software applications, ERP, databases, Excel.
Responsible for month end closing, producing, and analyzing monthly financial reports, maintaining financial and business modeling programs.
Financial Analyst Jobs
By Wellpath At Nashville, TN, United States
Serves as auxiliary finance contact for site operations staff, client partners, and regional operations staff in the absence of primary respondents.
Maintains working knowledge of contracts for efficient and effective transaction verification.
Bachelor’s Degree in Economics, Business or Finance
Collaborates with operations team to identify corrective action items for maximizing earnings for site/division.
Prepares monthly external contract reporting, client billing, revenue recognition, reimbursements, incurred cost, cost sharing, contract staffing, and offsite services.
Assists with monthly close, results reviews, and ad hoc projects as directed.
Financial Analyst Jobs
By SolomonEdwards At Greater Philadelphia, United States
Bachelor’s Degree in Finance, Accounting, or related discipline
3+ years corporate analytical experience
Thorough knowledge of financial forecasting, modeling, and reporting
Excellent analytical and critical thinking skills
Handling financial data consolidation, preparation, and analysis, including forecasts, budgets, and income statements
Assisting with organizational planning and budgeting process
Financial Analyst-Cmbs Jobs
By TriOptus At New York, NY, United States
General knowledge of databases, software and overall process design is desirable
BS degree in finance or a relevant quantitative field such as mathematics, physics, computer science, or engineering is highly desirable
Proficiency with Access, SQL, and/or ETL experience is a plus
Must have strong problem-solving skills, excellent work ethic, and good communication skills
Proficiency in a programming language such as python or VBA is desirable but not required
Proficiency with cash-flow modeling of securitized products is preferred
Financial Analyst-Rmbs Jobs
By TriOptus At New York, NY, United States
Communicate financial insights suggesting business issues to management
Bachelor's degree in Accounting, Economics, or Finance or equivalent experience
0 - 3 years' financial analysis and modeling experience
Analyze current and past financial data and performance to make recommendations on profit enhancement
Consistently analyze financial information based on both routine and ad-hoc reports
Interpret financial data to recognize changing trends, patterns, and their meaning related to key performance indicators
Financial Analyst Jobs
By Insight Global At Commerce, CA, United States
High level of customer service and relationship management, with excellent interpersonal skills
Bachelor’s Degree in Finance, Accounting or related field
2+ years of experience in a rigorous, fast-paced financial analyst capacity in a large organization
2+ years of experience with Power BI and Tableau (or a similar system for dashboarding)
Intermediate to Advanced MS Excel skills preferred (modeling, VLOOKUP, pivot tables)
Strong analytical skills, verbal, and written communication skills
Financial Analyst Jobs
By Moseley Technical Services, Inc. At Manassas, VA, United States
Collaborate with program management team to manage financial aspects of program, optimizing program cash flow and profitability
Manage and monitor accounts receivables and cash contributions ensuring the timely and accurate preparation of billing and collection of cash
Manage financial performance on inter-company sales agreements and ensure that inter-company transactions comply with agreements
Perform analysis and summarize recommendations related to investment/business opportunities, future trends and impact of governmental requirements/financial regulations
Experience in a government contracting environment
Prepare ad-hoc analyses to support contract and program analysis and special projects as assigned
Financial Analyst Jobs
By One Existence Foundation At Rancho Cucamonga, CA, United States

About Us: One Existence Foundation is an ambitious startup dedicated to revolutionizing the affordable housing sector through innovative 3D printing technology. Our mission is to provide sustainable, ...

Financial Analyst Jobs
By Syngenta At Greensboro, NC, United States
Prior Experience with SAP and Treasury Management Systems is preferred
Must also be comfortable with presenting to small groups and speaking to varying levels of management
Paid Vacation, Paid Holidays, Maternity and Paternity Leave, Education Assistance, Wellness Programs, Corporate Discounts, among other benefits
Reconciles benefit plan(s) assets with custodian on a monthly basis, investigates/resolves differences.
Reviews accuracy of benefit plan(s) invoices and coordinates payments.
Responsible for benefit plan(s) balance sheet reconciliations and financial reporting.
Financial Analyst Jobs
By Circle K At Charlotte, NC, United States
Ability to communicate information and ideas in a clear manner to all levels of management, both orally and in writing
Must possess strong analytical skills, the ability to manage multiple activities, and strong detail orientation.
1-3 years analytics experience preferred.
Working knowledge of Word, Power BI and PowerPoint.
Experience working with large and complex datasets
Provide Business Area (SVP, Operations) with analysis support related to:
Financial Analyst Jobs
By Wine Enthusiast At Valhalla, NY, United States
MBA in Finance, Bachelor's Degree
3-5 years professional work experience in FP&A
Exceptional verbal and communication skills
Existing knowledge or a desire to learn about wine
Remote work may be available, ability to come to the office 2x per week required
Wine Enthusiast Commerce (WineEnthusiast.com) the premiere online destination for wine storage products and accessories.
Financial Analyst, Fp&A
By Peloton Interactive At New York, NY, United States
Assist in preparation of management decks and board of director materials
2+ years of experience in FP&A / corporate finance / investment banking
Undergraduate degree in finance / economics / accounting / mathematics preferred
Advanced Microsoft Excel / financial modeling skills and proficient in Google Suites (slides & sheets)
Industry experience in SaaS-based technology companies, retail, consumer products and/or media preferred
Excellent communication and collaboration skills
Financial Analyst Jobs
By Belk At , Charlotte, 28217
Bachelor’s degree in Finance, Accounting, Business, or a related field.
Minimum of 2 years Financial Analysis experience with a proven track record of increasing responsibility, preferably within FP&A (retail a plus)
Prior financial experience for a retailer
Excellent communicator with strong influencing skills.
Highly analytical with strong problem solving and reasoning skills.
Ability to manage multiple, conflicting priorities, without sacrificing quality of results.
Financial Analyst Jobs
By GUESS?. INC. At , Los Angeles From $75,000 a year
Location - City, Region or Area
Fair Chance Initiative for Hiring Ordinance
Click here for more information

Are you looking for an exciting and rewarding career in the financial industry? We are looking for a Personal Financial Analyst to join our team! As a Personal Financial Analyst, you will be responsible for providing financial advice and guidance to our clients. You will analyze financial data, create financial plans, and provide advice on investments, taxes, and other financial matters. If you have a passion for finance and are looking for an opportunity to make a difference, this is the job for you!

Overview Personal Financial Analysts are professionals who provide financial advice to individuals and families. They help their clients make informed decisions about their investments, savings, and other financial matters. They analyze their clients’ financial situations and develop strategies to help them reach their financial goals. Detailed Job Description Personal Financial Analysts are responsible for providing financial advice and guidance to individuals and families. They analyze their clients’ financial situations and develop strategies to help them reach their financial goals. They research and analyze investments, savings, and other financial matters. They also provide advice on budgeting, debt management, and retirement planning. They may also provide tax advice and help their clients develop financial plans. Job Skills Required
• Excellent analytical and problem-solving skills
• Knowledge of financial markets and investments
• Ability to interpret financial data and develop strategies
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Knowledge of financial regulations and laws
• Knowledge of accounting principles
Job Qualifications
• Bachelor’s degree in finance, economics, or a related field
• Master’s degree in finance or a related field is preferred
• Professional certification such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) is preferred
Job Knowledge
• Knowledge of financial markets and investments
• Knowledge of financial regulations and laws
• Knowledge of accounting principles
• Knowledge of financial planning software
Job Experience
• At least two years of experience in a financial planning or analysis role
• Experience in a customer service role is preferred
Job Responsibilities
• Analyze clients’ financial situations and develop strategies to help them reach their financial goals
• Research and analyze investments, savings, and other financial matters
• Provide advice on budgeting, debt management, and retirement planning
• Provide tax advice and help clients develop financial plans
• Monitor clients’ financial progress and adjust strategies as needed
• Prepare financial reports and presentations for clients