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Personal Financial Analyst Jobs in New York, New York

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, 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 Columbia University Medical Center At , New York, 10032 $58,500 - $70,000 a year

Specific responsibilities include, but are not limited to:

Financial Analyst Jobs
By Columbia University Medical Center At , New York, 10032, Ny $65,000 - $75,000 a year

Sponsored Project Budget Management (post-award):

Sponsored Project Proposals and Progress Reports:

Financial Analyst Ii Jobs
By Metropolitan Transportation Authority At New York, NY, United States
Knowledge of budgeting and financial forecasting techniques.
Knowledge of Microsoft Office (Excel, Word, PowerPoint); macro development and pivot table knowledge are preferred, but not required.
Knowledge of Oracle Hyperion budgeting system is preferred, but not required.
Good report writing skills and oral communication skills. Communication and collaboration skills are very important in this role.
Must possess experience with generally accepted accounting principles.
Must possess knowledge of budgeting and financial forecasting techniques.
Financial Analyst Iii Jobs
By Metropolitan Transportation Authority At New York, NY, United States

Description JOB TITLE: Financial Analyst Level III SALARY RANGE: $ 71,328 - $93,618 HAY POINTS: 451 DEPT/DIV: Office of Management & Budget SUPERVISOR : Director Financial ...

Financial Analyst Jobs
By Credit Suisse At New York, United States
• Bachelor’s Degree level education or equivalent professional qualification or experience
• Strong organizational skills and ability to keep track of multiple deliverables simultaneously.
• Familiarity with RRP requirements or other regulatory programs.
• Essbase or SmartView knowledge.
• Business experience, preferably in a financial or planning role
• RACE administration: update relevant reference tables and data mappings
Financial Analyst Jobs
By Ava Labs At New York, NY, United States
Assist in preparation of management desks
4+ years of experience in FP&A, corporate finance, investment banking
Bachelor's degree in finance, economics, accounting, mathematics or relevant field (MBA a plus)
Advanced Microsoft Excel and financial modeling skills
Excellent communication and collaboration skills, particularly the ability to explain complex concepts to non-financial audiences
Drive budgeting and forecasting for Ava Labs and the Avalanche Foundation
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 Jobs
By Columbia University At , New York $65,000 - $75,000 a year
Management of internal invoice creation and payment via journal entry for department service centers.
Other departmental and research financial and management duties as assigned: 5%
Experience in a higher education/research setting.
The financial analyst will support the financial management and research administration services of the Department of Biostatistics.
Sponsored Project Budget Management (post-award):
Other departmental and research financial and management duties as assigned:
Financial Analyst Jobs
By Addition Management At Westchester County, NY, United States
At least 2 years of Finance/Data management experience required.
Will work with regional management teams, creating monthly operating reviews and identifying opportunities to increase cash.
Leverage EMR system to provide management reporting and insights.
Work closely with the Finance Manager in ensuring revenue is analyzed and recorded appropriately.
Support Finance Manager in building of a revenue cycle budget.
Advanced Excel (VLOOKUP, SUMIF, Power Pivot) and PowerPoint skills required; experience with Power BI is a plus.
Financial Analyst Jobs
By U.S. Bank At Florida, United States
Bachelor's degree, or equivalent work experience
Six or more years of related experience
Working knowledge of financial analysis techniques and general accounting procedures
Well-developed mathematical and analytical skills
Thorough knowledge in financial analysis, forecasting, and planning
Strong technical skills related to data mining and visualization tools
Financial Analyst Jobs
By Savills North America At New York City Metropolitan Area, United States
Understanding of DCF models (financial modeling experience is a bonus)
Demonstrate superior quantitative and problem-solving skills.
Have excellent written and verbal communication skills.
Bachelor’s degree in finance or other comparable business-related degree is preferred.
Financial planning and analysis (FP&A) experience is a plus.
Content creation (presentations, pitches, marketing materials)
Financial Analyst Jobs
By Pura Industries At Milton, NY, United States

Deep understanding of financial, management and product profitability reporting. Excellent excel skills are required and knowledge of Odoo (ERP) system.

Financial Analyst, Fp&A
By Orion Worldwide At New York City Metropolitan Area, United States
Assist in the preparation of presentations detailing financial result and strategic process to Senior Management
2+ years of experience in a financial operations role, with budgeting and analysis responsibilities. Media experience is preferred.
Regularly liaise with other finance teams
Experience with Khalix, Longview, Hyperion and SAP Vantage a plus
A focus on your development and offer training sessions, career mapping, workshops, and global mentorship program
Assist with monthly close process including timely review/preparation of journal entries and variance analysis
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 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

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