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Personal Financial Analyst Jobs

Financial Analyst - Abs
By Volkswagen of America, Inc At Herndon, VA, United States
Support requests from treasury, tax, legal, risk management, investment bankers, and outside legal counsel.
Provide data input and maintain model used by treasury in interest rate risk management.
Experience in and/or understanding of automotive financing business Skills -
Review sections of the offering and legal documents.
1-3 years professional accounting and financial analysis experience.
Assist the structuring team in the development and design of ABS programs including;
Financial Analyst Jobs
By Google At Sunnyvale, CA, United States
Excellent problem-solving, strategic and investigative skills, with the ability to draw insights from support data and program management recommended actions.
Bachelor's degree in Business, Finance, Economics, Statistics, a related quantitative field, or equivalent practical experience.
Knowledge of advanced analytics techniques and capabilities.
Provide analysis and project management on strategic and operational workforce projects. Align headcount and payroll key metrics and develop review/communication processes.
Understanding of business drivers and value-creation.
Ability to drive for continual process improvement with attention to detail.
Financial Analyst (Class Of 2024) - Financial Restructuring - Minneapolis
By Houlihan Lokey At , Minneapolis
A B.A./B.S./B.B.A. in Finance, Accounting, Business, or Applied Economics is required, as is course work in accounting and finance.
Strong financial and computer skills, as well as a fundamental understanding of valuation theory, methodologies, and applications, are recommended.
Advising clients in out-of-court and Chapter 11 restructurings
Participating in complex negotiation on behalf of our clients
Graduation date between December 2023 and June 2024.
Financial Analyst Jobs
By Cardone Ventures At Scottsdale, AZ, United States
Ability to work with project management software (e.g.,Asana) and G-Suite (Slides and Docs)
Bachelor’s Degree in Finance, Accounting, Business or related field, or equivalent work experience
At least 3 years’ work experience in Finance and Accounting
Ability to gather and skillfully analyze financial data and identify the information needed to solve a problem effectively
Identify and drive process improvements, including the creation of standard and Ad Hoc reports, tools and Excel dashboards
Normalize and develop financial systems to increase efficiency in reporting
Research Analyst, Personal Loans
By Dotdash Meredith At ,
Bachelor’s degree with research experience
Experience in lending industry is a plus
Working knowledge of personal loans terminology, service structure, and important metrics
Ability to manage multiple projects simultaneously and meet deadlines
Good verbal and written communication skills
Strong analytical skills with attention to detail
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 Donovan & Watkins At Greater Chicago Area, United States
Responsible for the monthly NAV calculation, which includes working with asset management, treasury, and accounting to obtain all the relevant inputs.
Responsible for calculating the monthly asset management fee and the performance participation allocation together with the NAV calculation.
Review legal documents, such as leases, management agreements, partnership agreements, loan documents, etc., and perform analysis for decision-making, as needed.
Prepare benchmarking, trend, and variance analysis, as needed, and help develop presentations for management and/or the board of directors.
Perform complex financial modeling, analyze the data, and develop financial reports for planning, forecasting, trending, and variance analysis, as needed.
Work with external auditors and provide any audit support needed within this area of responsibility.
Financial Analyst Jobs
By DHL Supply Chain At Westerville, OH, United States
Your voice will be heard loud and clear in management circles
0-2 years of work experience within the finance or accounting industry, required
You’ll work independently to manage deadlines and prioritize your workload in a manner that enables you to achieve results
Bachelor’s degree in business, economics, finance or accounting, required
You’ll play an integral role in partnering with Business Development in the development of commercial pricing proposals
You will ensure that each site’s working capital position is in line with company goals
Financial Analyst Jobs
By Precisely US Jobs At , Burlington
Serve as finance partner for various functional groups, providing data-driven insight that enables senior executives to achieve their operating plans
Undergraduate or graduate degree in Business, Finance or Accounting
Minimum 2-5 years of relevant experience, including budgeting, forecasting, and reporting
Ability to balance multiple responsibilities with competing deadlines
Experience with Workday Adaptive Planning
Outstanding verbal and written communication skills
Financial Analyst Jobs
By Compunnel Inc. At Cary, NC, United States
Manage Intalled Base including activations, deactivations and transfers
Timely and high-quality order entry for service only contracts in alignment with business expectation
Follow business guidelines and credit thresholds in a way that maintains clean books/records and meets internal regulation
Collaborate with Collections department as needed to facilitate payment from customers for disputed invoices
Understand accounting rules and research booking activity to determine appropriate action to resolve discrepancies.
Financial Analyst Jobs
By Rylem Staffing At Hawthorne, CA, United States
Years of Experience: 4-6 years as a financial analyst
 NO BANKING OR FINANCIAL INSTITUTION EXPERIENCE
 Manufacturing finance would be good
 Finance or Accounting Bachelor’s
Monitor and communicate trends, and assess implications along with developing actionable strategies
Recommend, implement, and report on benchmarks for measuring financial and operating performance
Financial Analyst Jobs
By Northside Hospital Inc. At , Sandy Springs, 30342
Knowledge of Microsoft Office products. Experience using Excel.
Demonstrated knowledge of computers and micro computer applications.
Good analytical and communication skills.
Decision support or financial analysis experience.
Experience with decision support products.
Knowledge of writing queries in Access application and SQL or other advanced system languages.
Financial Analyst Jobs
By Sephora At , San Francisco, 94105 $85,000 - $92,000 a year
Experience with a FP&A management tool recommended (specific experience with Anaplan is a plus.)
1-3 years of financial or business analytics experience, preferably in financial planning & analysis
Bachelor’s degree in Finance, Accounting, or related field
Exhibits critical thinking skills-improve processes, suggest alternatives, and drive efficiencies.
Demonstrates strong strategic, analytical, interpersonal, organizational, and communication skills.
Strong modelling skills and high degree of comfort with financial systems (preferably SAP, BPC, and/or Anaplan)
Financial Analyst Jobs
By Lockheed Martin At , Highlands Ranch, 80129
Proficiency in Microsoft Office applications and strong proficiency in using Excel related capabilities to build and automate data models
Experience with the process of budget creation
Advanced Excel capabilities (such as Macros, VBA, PowerQuery, or PowerPivot)
Experience or familiarity with data visualization and manipulation software such as Tableau, Tableau Prep and Alteryx
Experience or familiarity with financial systems such as SAP, SAP HANA, Hyperion and COBRA
Experience or familiarity with coding (such as SQL, VBA, Python or similar)
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 OhioHealth At ,

Field of Study: Accounting Field of Study: Finance Years of Experience 2

We are more than a health system. We are a belief system.

Personal Financial Counselor Jobs
By The Bowen Group At Sioux City, IA, United States
Teaching Service Members (and their families) money management techniques to encourage them to live within their means.
Knowledge of military benefits, resources, and services.
Educating Service Members in understanding credit, finance charges, interest rates, and the implications of only paying the minimum amount each month.
Previous military experience (including military spouses and/or as a service provider).
Demonstrated experience in utilizing MS Office products (Excel, Word, PowerPoint).
Identifying immediate and long-range measures to increase income, reduce household expenditures, and avoid additional financial burdens.
Financial Analyst Jobs
By Ultimate Staffing At San Jose, CA, United States
Experience and knowledge in R&D and product development life cycle and processes as relates to financial systems, management and controls.
Position requires a self-starter with excellent verbal and written communication skills, teaming skills, creativity, and problem-solving abilities.
Experience in developing / creating and utilizing Prog / Proj Finance estimating, tracking and control templates and tools is an advantage.
· Program, project financial representative to business group management and corporate staff (as reqd).
Proficient in Microsoft Office tools (Excel, PowerPoint, Word) and finance specific tools, applications and modules.
· Finance lead and representation for cross functional program / project teams.
Financial Analyst Jobs
By Bill of Rights Institute At Arlington, VA, United States
·At least one year of experience in a finance, FP&A, or accounting role
·Bachelor's degree in finance, business, accounting, or economics
·Analyze financial data to understand trends, identify risks, and proactively support the organization’s business imperatives
·Support regular budgeting, forecasting, modeling, and reporting activities (including variance analysis of revenue, expense, and cash flow)
·Understand business needs across departments and work to proactively support them
·Advanced proficiency in Microsoft Excel
Financial Analyst Jobs
By Robert Half At Columbia, South Carolina Metropolitan Area, United States
Bachelor's degree or equivalent in Finance or Accounting
4+ years' of relevant experience
Prepare the company's expense plans and monthly forecasts
Accurately update systems to actual results, forecasts, and budgets
Analyze and provide commentary on variances
Communicate with vendors and ensure on-time processing of vendor allowances

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