Search Jobs

Overview

Job Purpose

The Lead Financial Engineer will play a key role in developing solutions using our new platform to support our growth business in fixed income and equity analytics content. The successful candidate will effectively collaborate with Product Development, Data Analysis, Program Management, Quantitative Research, IT, QA, and Operational groups. The data analysis efforts are primarily focused on analyzing quantitative analytic measures and the supporting reference data used to derive those calculations. The successful candidate will be part of a core team to support, develop and implement large scale data processing used in high performance computing capabilities to support our analytics.

Responsibilities

• Lead Data Quality Analysis features on development projects
• Provide input and expertise in new product feature design discussions
• Ownership of auditing and validating production data quality to ensure critical deliveries are provided on-time and accurate for ICE customers
• Research and respond to client data inquiries and challenges
• Establish baseline metrics to give the development team insight into performance results of version upgrades and enhancements
• Produce historical analysis that highlights current analytic trends for different asset types
• Suggest and implement improvements for fixed income and equity data analysis requirements
• Create documentation for data operation workflows, new data requirement specifications, and test cases for QA
• Train, review and assign development tasks to Financial Engineers
• Data Management

Knowledge and Experience

• Masters Degree in Maths, Financial Engineering, Mathematical Finance, Computer Science or Finance
• Extensive knowledge of fixed income math
• Excellent Quantitative Analytic Skills
• Expert Experience with SQL or other data mining technology tools (e.g., Python, R, MatLab, etc)
• Excellent communication skills to report problems and clarify requirements
• Detail oriented and good organization skills
• Must be a team player, have a flexible work schedule and be willing to work in a collaborative environment
• Self-starter, who is both disciplined and accountable for delivering accurate and timely results
• The successful candidate will be adaptable, results-focused and can work individually or as part of a team.
• Good understanding of software SDLC

Preferred Qualifications:

• Passed the CFA Level 3

Intercontinental Exchange, Inc. is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin or ancestry, age, disability or veteran status, or other protected status.

#J-18808-Ljbffr

This range is provided by LHH. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$38.00/hr - $43.00/hr

Business Analyst

Location: Downtown San Diego (On-Site 3 days per week)

Employment Type: Contract-to-Hire

Compensation: $38-43/hr

Position Summary

We are seeking a detail-oriented and analytical Business Analyst to support data operations, CRM enhancements, and business process documentation. This role is ideal for someone with strong SQL skills, experience in data transformation, and a background in working within audited environments. The successful candidate will collaborate with internal stakeholders and development teams to ensure data integrity, implement new CRM features, and maintain comprehensive documentation.

Key Responsibilities

SQL & Database Knowledge

• Write and optimize SQL queries to extract insights and support reporting.
• Understand database schemas and join tables to support data analysis.

Data Loading & Transformation

• Load customer list data on a weekly/monthly cadence.
• Use tools like Alteryx for data cleansing and transformation.
• Identify and resolve data inconsistencies, escalate issues, and advise on solutions.
• Collaborate with stakeholders to gather requirements for CRM updates.
• Translate business needs into Jira tickets for the development team.
• Conduct DEV/UAT/PROD testing for new fields and features.
• Process mass update requests and maintain CRM data quality.
• Maintain documentation of CRM configurations, processes, and requirements.

Troubleshooting

• Investigate data issues and provide actionable solutions.
• Review field logic and verify updates through testing.

Documentation

• Create and maintain documentation of data sources, field mappings, and business processes.
• Ensure documentation reflects the most current state of systems and data.
• Use Jira Software to manage and track development tasks.
• Participate in Agile ceremonies and collaborate with cross-functional teams.

Qualifications

• 3–5 years of relevant experience in business analysis, data operations, or CRM support.
• Strong SQL skills and experience with data transformation tools (e.g., Alteryx).
• Experience working in audited or regulated environments.
• Familiarity with Agile methodologies and Jira Software.
• CRM experience strongly preferred, especially in data maintenance and feature implementation.
• Excellent communication and documentation skills.

Preferred Skills & Tools

• SQL Server or similar relational database platforms
• Alteryx or other ETL/data transformation tools
• Jira Software for Agile project management
• Experience with CRM platforms and data governance
• Understanding of audit compliance requirements

Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Analyst and Information Technology

Referrals increase your chances of interviewing at LHH by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Get notified when a new job is posted.

Sign in to set job alerts for “Business Analyst” roles.

Business / Functional Analyst – Process Discovery | User Stories | CONOPS (Hybrid Role)

Business Analyst - State, Local & Education (SLED)

Senior Business Analyst with AppDynamics, 1000Eyes and Dynatrace experience

Poway, CA $51,650.00-$87,290.00 5 days ago

Lender - Technical Business Analyst (Web B2C/B2B Applications)

Staff Business Process Analyst, Source to Pay Process Excellence (SAP)

Business Systems Analyst & Project Manager/Hybrid -

Sr. Business Analyst, Contract Performance Management Group

Business Analyst – Financial Services PMO

10754 - Sr. SAP SD/LE & CRM Business Process Analyst

San Diego, CA $98,060.00-$151,008.00 5 hours ago

10446 – Sr. SAP FI/CO Business Process Analyst

Business Systems Analyst & Project Manager/Hybrid -

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

1 day ago Be among the first 25 applicants

K2 Integrity is seeking an internal audit director to join our Assurance Services practice. This director will be an experienced audit professional with a minimum 10 years’ of experience within the financial services industry. The ideal candidate will be a Certified Internal Auditor (CIA) with strong experience in the banking sector. Our internal audit director will work as a strategic and tactical advisor, helping clients proactively understand the regulatory landscape and assisting them in managing both their internal and external risks. This advisory leader will deliver risk-based audit services, including annual and strategic audit planning and audit delivery, and manage stakeholder relationships. The internal audit director will also function as an information systems auditor and regulatory expert, not only executing deliverables but also bringing holistic solutions to clients.

Responsibilities:

• Deliver internal audit and advisory services to clients under the supervision of the senior managing director.
• Execute internal audit engagements across different parts of the internal audit lifecycle, including planning, fieldwork, reporting, follow-up, and remediation testing.
• Collaborate with internal and external stakeholders.
• Execute high-quality independent assessments of internal audit functions, including but not limited to external quality assessments (EQAs) or self-assessments with independent validation.
• Provide Sarbanes-Oxley (SOX) compliance services, including planning, development of risk control matrices and narratives/flowcharts, fieldwork, reporting, and remediation efforts.
• Identify and assess potential risks and provide recommendations for mitigating risks.
• Perform appropriate internal audit and SOX monitoring, data analytics (e.g., KPIs, KRIs), and reporting.
• Assist clients with implementation and improvements based on the internal audit results, quality assessment findings, and regulatory orders.
• Monitor regulatory and business changes, new and emerging risks, and industry trends.
• Prepare presentations (e.g., status, reporting, training).
• Provide audit administrative and project management support to team.
• Assist with proposals.
• Complete review of audit documents and workpapers.
• Provide guidance and training to team members on skills related to client matters/engagements.
• Manage engagements in accordance with budget and deadline requirements.
• Solve complex problems and consult appropriately with stakeholders.
• Develop and maintain client relationships.
• Identify opportunities for potential business development.
• Lead discussions with clients, partners, or regulators in a professional manner, being prepared to offer insightful solutions to complex problems and client needs.
• Manage alternating priorities and multitask under tight deadlines.
• Engage in 360-degree collaboration with colleagues, team members, and leadership.
• Other duties as assigned.

Requirements:

• Four-year college degree or international equivalent.
• 10+ years’ experience in internal audit.
• CIA certification.
• CPA and CISA certifications preferred.
• Professional experience in financial services, specifically banks, broker-dealers, asset managers, or insurance companies preferred.
• Proficient knowledge of the new Global IIA Standards.
• Experience in internal audit planning, risk assessment, professional practices, internal audit delivery and assurance, and reporting.
• Strong knowledge of internal audit/SOX data analysis.
• Background in leading and developing teams.
• Experience performing quality assessments.
• Skills in advisory internal audit.
• Strong knowledge of Sarbanes-Oxley and COSO/COBIT internal control frameworks.
• Ability to use Microsoft Office applications (Excel/pivot tables, charts, PowerPoint, Word, etc.).
• Ability to use Adobe Writer for audit delivery and workpapers.
• Ability to work independently and efficiently in a fast-paced environment.
• Strong analytical, decision-making, and critical thinking skills.
• Strong writing skills; ability to prepare clear and concise reports and communicate with management.
• Excellent verbal communication skills with the ability to present complex and sensitive issues to senior management.
• Ability to demonstrate initiative and provide proactive updates.

This role is hybrid out of our NYC office location.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Business Consulting and Services

Referrals increase your chances of interviewing at K2 Integrity by 2x

Get notified about new Audit Director jobs in New York City Metropolitan Area .

New York City Metropolitan Area 4 days ago

VP Internal Audit - Corporate & Commercial Banking

New York City Metropolitan Area 1 month ago

SVP, Internal Audit - Technology and Operations Audit

New York City Metropolitan Area 2 weeks ago

New York City Metropolitan Area 1 day ago

SVP, Internal Audit - Technology and Operations Audit

New York, NY $250,000.00-$350,000.00 2 days ago

Vice President, Internal Audit Data Analytics

Senior Director, Finance & Controller, M&D

New York City Metropolitan Area $180,000.00-$190,000.00 1 day ago

Director of Financial Accounting & Reporting

Director of Finance (FQHC experience preferred)

New York, NY $200,000.00-$250,000.00 2 weeks ago

Livingston, NJ $70,920.00-$117,990.00 3 months ago

New York, NY $140,000.00-$160,000.00 2 weeks ago

New York, NY $160,000.00-$180,000.00 1 day ago

Business Control Manager - Firmwide Chief Data Office - Managing Director

Morris County, NJ $150,000.00-$200,000.00 3 weeks ago

Director of Regulatory Affairs & Compliance

Associate Director, Clinical Quality Assurance

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

2 days ago Be among the first 25 applicants

Direct message the job poster from Meritage Homes

Senior Talent Partner @ Meritage Homes | Permanent Placement

Responsibilities:

• Operational Forecasting- Responsible for the review and analysis of forecasts; establish divisional profit forecasts and communicating issues to upper management.
• Internal Reporting- Key role in the accumulation of data and the formation of divisional financial forecasts including quarterly, annual and detailed five-year forecasts.
• Strategic Analysis- Financial/strategic analyses on issues affecting the business environment including feasibility of joint ventures, market analysis of new applications and working with suppliers on various business issues.
• Business Strategy- Short and long-term strategic plans, teaming with representatives from each functional area (Sales, Marketing, Operations, Finance, etc.) to develop/present cohesive strategies.
• Valuations/Analysis- Provide comprehensive analyses and summaries on business decisions, including product line moves, component sourcing and facilities rationalization.

Qualifications:

• 3 + years in same or comparable position.
• Bachelor’s degree in Finance or Accounting; Master’s degree a plus
• Advanced Excel, Microsoft Office products, JD Edwards/PeopleSoft and Cognos/forecasting software preferred
• Strong written and verbal communication, and interpersonal skills
• Ability to handle stressful situations in a professional manner
• Daily interaction with Division President, Division Leadership Team, external lawyers, land bankers and banks.
• Position requires strong negotiating skills and the ability to influence others
• Strong leadership skills; ability to set objectives, delegate tasks, and evaluate performance
• Sound judgment with a high level of integrity to execute decisions with significant corporate/financial impact
• Accurate; with attention to detail while staying clearly focused on the big picture
• Analytical; with the ability to receive and interpret information, analyze multiple variables and make effective decisions under pressure, in a high-volume fast paced environment
• Organized; with the ability to prioritize multiple projects and meet critical deadlines
• Self-directed; takes initiative, pro-actively addresses problems

Overview:

Are you looking for an incredible career opportunity? Then Meritage Homes is the place for you! From the homes we build to the careers we offer, we believe in quality. Meritage Homes is the ENERGY STAR Partner of The Year in Sustained Excellence for being a leader in protecting the environment and advancing energy efficiency in homebuilding. We are looking for candidates who are excited about furthering their careers, as well as being a part of an organization that helps people live happier, healthier lives. With over 100,000 homes built, Meritage Homes is looking for professionals who are self-starters and want to help our organization grow by providing new and innovative ideas.

When joining Meritage Homes, you and your career can benefit in several ways, including:

• A work environment that encourages creativity and innovative ideas from every level
• An organization that lives by its core values everyday
• Team atmosphere where every individual is considered a vital asset
• State of the art technology to provide an optimal working environment
• A competitive pay structure
• Flexibility in work-life integration
• Team-oriented environment where all individuals play an integral role in the company
• Opportunity to further your career in a growing national organization
• Maintain a competitive drive to be the best

Seniority level

Director

Employment type

Full-time

Job function

Finance, Accounting/Auditing, and Strategy/Planning

Industries

Construction, Real Estate, and Building Construction

#J-18808-Ljbffr

Major Responsibilities

• Plans, develops and implements strategy for operational management and development so as to meet agreed organizational performance plans within agreed budgets and timescales.
• Establishes and maintains appropriate systems for measuring necessary aspects of operational management and development.
• Monitors, measures and reports on operational issues, opportunities and development plans and achievements within agreed formats and timescales.
• Liaises with other functional/departmental managers so as to understand all necessary aspects and needs of operational development, and to ensure they are fully informed of operational objectives, purposes and achievements.
• Maintains awareness and knowledge of contemporary operational development theory and methods and provide suitable interpretation to directors, managers and staff within the organization.
• Contributes to the evaluation and development of operational strategy and performance in co‑optation with the executive team.
• Manages and controls departmental expenditure within agreed budgets.

Minimum Education or Certifications Required

• 4 year degree in accounting or finance
• CPA/MBA required

Minimum Experience or Skills Required

• At least 7 years of experience in accounting or finance with heavy concentration in financial analysis as well as budgeting and forecasting.
• Requires proven track record of excellent presentation and communication skills, as there is great exposure to Senior Management across the company.
• Proficient in Microsoft Office products.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. First is also committed to providing a drug‑free workplace. First will consider for employment qualified applicants with criminal histories consistent with the requirements of the San Francisco Fair Chance Ordinance, Los Angeles Fair Chance Ordinance, and any other fair chance law.

#J-18808-Ljbffr

SAP Business Analyst - Revenue and Billing

Join to apply for the SAP Business Analyst - Revenue and Billing role at UNICOM Technologies Inc

SAP Business Analyst - Revenue and Billing

19 hours ago Be among the first 25 applicants

Join to apply for the SAP Business Analyst - Revenue and Billing role at UNICOM Technologies Inc

Get AI-powered advice on this job and more exclusive features.

Job Title: SAP Business Analyst - Revenue and Billing

Duration: 6+ Months
Pay Rate: $58/hr on W2

Duties:

· Design and configure revenue recognition rules, billing conditions, and integration with SAP FI/CO, SAP SD, and other SAP modules.

· Own & drive solution design in SAP Quote to Cash and RAR space to meet future business needs, scalability, keeping industry-leading best-practices in mind

· Collaborate with stakeholders to create functional design documents from Business requirements, drive the system solutions & implement it

· Preparing exhaustive Functional Requirement Specifications as per ABAP stds

· Prepare and Review test plans & test scripts

· Participate in system-level tests responsible for comparing actual results with expected results

· Implement solutions to streamline processes, reduce redundancy, enhance internal customers experience

Maintenance and Support

· Monitor system performance and resolve issues proactively to minimize downtime and customer impacts

· Conduct regular audits of data quality and integrity, implementing corrective actions as necessary

· Provide ongoing support and training to users, ensuring they are equipped to leverage SAP effectively

· Best Practices and Documentation

· Establish and enforce best practices for SAP development and configuration.

· Maintain comprehensive documentation of system configurations, processes, and procedures

Collaboration and Leadership

· Work closely with cross-functional teams, including IT and business units, to align SAP Std capabilities with business objectives

· Quickly learn and adapt to a fast paced work environment

· You will be working on cutting edge cloud technologies including B2B (API Based) & EDI integrations

· Interact with non SAP applications like Salesforce, Tax Engine or other API applications

Skills:

· 8+ years of SAP RAR FINANCE configuration and support experience

· Expert level knowledge of RAR FI and SD process.5+ years of RAR configuration and BRF plus experience

· Experience in Revenue Accounting and Reporting to manage revenue recognition as a process – identify contracts, identify performance obligations, allocate the transaction price, manage fulfillment of performance obligations and make revenue postings.

· Strong RAR implementation/Migration experience and has worked on S4 HANA RAR.

· Knowledge of security role design in FICO and RAR

· Knowledge of month-end, quarter-end and year-end close processes

· Strong business process knowledge and ability to map business requirements to standard SAP processes with minimal or no customization

· Sound analytical and problem solving skills, Excellent consulting skills, Demonstrated leader, Self-confident

· Excellent oral and written communication skills of complex and technical concepts. Demonstrates strong command of the English language

· Strong relationship building and influencing skills; Able to mediate opposing viewpoints; Work well in a team environment

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Contract

Job function

• Job function

  Information Technology

• Industries

  IT Services and IT Consulting

Referrals increase your chances of interviewing at UNICOM Technologies Inc by 2x

Sign in to set job alerts for “SAP Business Analyst” roles.

SAP Business Analyst - Revenue and Billing

Supply Chain Business Analyst – SAP, PLM, Coupa

Mountain View, CA $115,000.00-$125,000.00 1 week ago

SAP Business Analyst - Revenue and BIlling

Mountain View, CA $115,000.00-$125,000.00 1 week ago

SAP Senior Forecasting and Planning Business Analyst

Redwood City, CA $85,000.00-$135,000.00 2 weeks ago

SAP RAR Business Analyst - Revenue and Billing

Senior Staff SAP Business Analyst, Costing

SAP Business Analyst - Revenue and BIlling

Supply Chain Business Analyst - SAP, PLM

SAP Business Analyst - Revenue and Billing

SAP Business Analyst - Revenue and Billing - Santa Clara, CA (Need Locals)

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

A leading HVAC company in San Jose is seeking an experienced Controller to oversee finance operations, manage the accounts team, and drive strategic financial growth. The ideal candidate will have over 7 years in accounting or finance, strong GAAP knowledge, and leadership experience. This role offers a competitive salary and comprehensive benefits, including a 401(k) with a company match and full medical coverage.
#J-18808-Ljbffr

2 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

We are Sila, a next-generation battery materials company. Our mission is to power the world’s transition to clean energy. To create this future, our team is building a better lithium-ion battery from the inside out today. We engineer and manufacture ground-breaking battery materials that significantly increase the energy density of batteries, while reducing their size and weight. The result? Smaller more powerful batteries that can unlock innovation in consumer devices and accelerate the mass adoption of electric cars to eliminate our dependence on fossil fuels. We're tackling one of the biggest challenges of our time every day, and together we're redefining what's possible. Are you ready to be a part of a team committed to changing the world?

Who You Are

About Us

We are Sila, a next-generation battery materials company. Our mission is to power the world’s transition to clean energy. To create this future, our team is building a better lithium-ion battery from the inside out today. We engineer and manufacture ground-breaking battery materials that significantly increase the energy density of batteries, while reducing their size and weight. The result? Smaller more powerful batteries that can unlock innovation in consumer devices and accelerate the mass adoption of electric cars to eliminate our dependence on fossil fuels. We're tackling one of the biggest challenges of our time every day, and together we're redefining what's possible. Are you ready to be a part of a team committed to changing the world?

Who You Are

As an Accounting Manager reporting to the Controller, you will oversee the day-to-day operations of the corporate accounting function, ensuring the accuracy and integrity of financial records. You are responsible for leading the month-end close processes, maintaining meticulous financial systems, and collaborating cross-functionally to drive financial efficiency. You are someone who can effectively manage and mentor a team of direct reports, fostering their professional growth and ensuring high-quality output. You will leverage your expertise in ERP systems and corporate accounting to streamline processes and contribute to the overall financial health of the organization.

Responsibilities and Duties

• Oversee month-end close processes, including journal entries, account reconciliations, and financial statement preparation.


• Maintain the accuracy of inventory, COGS, and fixed asset accounting systems, ensuring proper classification and documentation.


• Collaborate with FP&A and Operations teams to analyze cost drivers and track key manufacturing cost metrics.


• Manage, review, and maintain item costing within the ERP system, including performing periodic cost updates.


• Lead investigations into and provide analysis on manufacturing variances.


• Hire, coach, and support talent through consistent feedback, navigation of challenges, and celebration of wins .

Knowledge and Skill Requirements

• Active CPA required.


• Minimum of 5-7 years of experience in corporate accounting, preferably in a manufacturing environment.


• Experience with ERP systems like SAP, Oracle, or similar.


• Demonstrated ability to lead, mentor, and develop a team of accounting professionals.


• Big 4 public accounting experience is a plus.

Physical Demands and Working Conditions

• Move long distances (such as from building to building) and be stationary for extended periods of time


• Operate a computer and other office equipment, such as a laptop, copier/printer, etc in a fixed location

The starting base pay for this role is between $135,000 and $171,000 at the time of posting. The actual base pay depends on many factors, such as education, experience, and skills. Base pay is only one part of Sila’s competitive Total Rewards package that can include benefits, perks, equity, and bonuses. The base pay range is subject to change and may be modified in the future.

Working at Sila

We believe that building a diverse team at Sila helps us amplify our individual talents. We are an equal opportunity employer and committed to creating an inclusive environment where good ideas are free to come from anyone. We are proud to celebrate diversity and all qualified applicants are considered for employment without regard to gender, race, sexual orientation, religion, age, disability, national origin, or any other status protected by law.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Technology, Information and Internet

Referrals increase your chances of interviewing at Sila Nanotechnologies, Inc. by 2x

Sign in to set job alerts for “Accounting Manager” roles.

San Ramon, CA $120,000.00-$140,000.00 2 days ago

San Francisco, CA $90.00-$110,000.00 2 months ago

Alameda, CA $220,000.00-$270,000.00 3 days ago

Foster City, CA $95,000.00-$105,000.00 2 days ago

San Francisco, CA $161,000.00-$199,000.00 1 day ago

San Francisco, CA $140,000.00-$160,000.00 1 month ago

Menlo Park, CA $219,000.00-$288,000.00 2 weeks ago

Director of Revenue Accounting, Enterprise Sales

Director of Accounting / Associate Controller

Director – Financial Instruments and Hedge Accounting

Director – SEC Reporting & Technical Accounting

San Francisco, CA $224,000.00-$330,400.00 1 day ago

San Francisco, CA $170,000.00-$250,000.00 2 days ago

Newark, CA $90,000.00-$105,000.00 1 week ago

Palo Alto, CA $130,000.00-$175,000.00 2 weeks ago

Mill Valley, CA $150,000.00-$196,000.00 2 days ago

Millbrae, CA $175,000.00-$185,000.00 4 days ago

Oakland, CA $180,000.00-$220,000.00 1 month ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

Business Analyst Boston, MA

Interview:

Job Description
We are seeking a detail-oriented Business Analyst to bridge the gap between IT and business units by gathering requirements and delivering effective solutions.

Duties and Responsibilities
As a Business Analyst, you will work closely with stakeholders to gather, document, and analyze business requirements.
Translate business needs into technical specifications for development teams.
Conduct market and process analysis to drive continuous improvement.
Support project management and coordinate with cross-functional teams.
About you:
• 3+ years of experience as a business analyst in a technology-driven environment.
• Strong analytical, documentation, and problem-solving skills.
• Experience with process modeling tools and techniques.
• Excellent communication and stakeholder management abilities.
• Knowledge of Agile methodologies is a plus.

#J-18808-Ljbffr

A financial services firm in Greenwich, CT is looking for a Quantitative Analytics Analyst to support asset management through analysis of large mortgage datasets. Ideal candidates will have a bachelor's degree in a quantitative field and proficiency in Python. This full-time role includes a competitive salary range of $70,000 to $90,000 plus annual bonus. Join a hybrid work environment in a dynamic team setting.
#J-18808-Ljbffr

U.S. Private Bank – Private Banker – Vice President or Executive Director

Join to apply for the U.S. Private Bank – Private Banker – Vice President or Executive Director role at JPMorganChase

U.S. Private Bank – Private Banker – Vice President or Executive Director

2 days ago Be among the first 25 applicants

Join to apply for the U.S. Private Bank – Private Banker – Vice President or Executive Director role at JPMorganChase

Get AI-powered advice on this job and more exclusive features.

Job Description
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

Job Description
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures
  

Required Qualifications, Capabilities, And Skills

• Six plus years of work experience in Private Banking or Financial Services
• Bachelor’s Degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven sales success and strong business acumen
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Focuses on the client experience and works tirelessly on the client’s behalf
  

Preferred Qualifications, Capabilities, And Skills

• MBA, JD, CFA, or CFP preferred
• Proactive, takes initiative, and uses critical thinking to solve problems
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
  

ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About The Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

Referrals increase your chances of interviewing at JPMorganChase by 2x

Sign in to set job alerts for “Private Banker” roles.

Baton Rouge Metropolitan Area 4 months ago

Personal Financial Counselor; Baton Rouge, LA

Personal Financial Counselor; Baton Rouge, LA

Relationship Banker - Monterrey - Baton Rouge, LA

College Financial Representative, Internship Program

Relationship Banker II (II City Plaza Branch)

Merrill Financial Solutions Advisor: Louisiana Mississippi Market

Baton Rouge, LA $50,000.00-$250,000.00 3 days ago

Baton Rouge, LA $50,000.00-$125,000.00 3 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$80,000.00/yr - $130,000.00/yr

Job details

Audit Senior or Audit Manager - Remote or Hybrid - Great Work/Life Balance - Top 10 CPA Firm

This Jobot Job is hosted by Jessica Hughes.

Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.

Salary: $80,000 - $130,000 per year

A Bit About Us

Based in Chicago, we are a national CPA firm offering a unique opportunity for Audit professionals looking for an excellent work/life balance and the ability to work with a complex and diverse variety of clients, or specialized if you prefer! We want you to love what you do and we provide opportunities that align with your strengths and talents! We believe in employees each having their own voices and ideas - we want you to be able to build a long term career with us! What that means for you, is that we expect you to enjoy a work life balance that promotes a fulfilling career, personal health, well being and family life!

Although we are large, we operate each branch as an individual entity to allow for a strong culture, however the opportunities to expand are available as well due to our footprint!

If you are an Audit Senior or Manager with at least 2 years in public accounting, then please read on…. Do you want to work with some of the nation’s best Clients AND enjoy a GREAT work/life balance? We do too!

Why join us?

• Competitive Pay!
• Medical, Dental and Vision Benefits
• Paid Holidays
• Paid Vacation
• Great Company Culture
• Flexible Hours
• Fun Company Activities
• Large net but regional focus = growth opportunity but smaller company-feel

Qualifications

• BS/BA in accounting or related field
• CPA preferred
• 2+ years of experience in Public Accounting - Audit role
• 1+ year in Management for Manager role

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

#J-18808-Ljbffr

This range is provided by Cobalt Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$180,000.00/yr - $225,000.00/yr

Additional compensation types

Annual Bonus

Direct message the job poster from Cobalt Recruitment

Finance and Accounting Recruitment Consultant at Cobalt Recruitment

A high-growth Real Estate investment and property management firm is looking to add a VP of Accounting & Financial Reporting to their team. Reporting directly into the SVP of FP&A, the VP of Accounting & Financial Reporting will be responsible for overseeing consolidated financial reporting and technical accounting in compliance with U.S. GAAP, investor, and lender requirements. The VP of Accounting & Financial Reporting partners across teams on systems, policy, and transactions, while leading a high-performing team and scaling reporting for a growing, multi-entity platform.

Key Responsibilities:

• Direct the complete financial reporting lifecycle, from monthly close and consolidation to external quarterly and annual financial statements, including M&A-related reporting deliverables.
• Define and execute the long-term strategy for external reporting, focusing on automation, process optimization, and organizational scalability.
• Lead the research, interpretation, and implementation of new accounting standards under U.S. GAAP, ensuring consistent and compliant application across the enterprise.
• Collaborate cross-functionally with Treasury, FP&A, Legal, Investor Relations, Portfolio Management, and Operations to align on disclosures and financial messaging.
• Act as the primary point of contact for external auditors, driving audit readiness and timely completion of year-end procedures.
• Manage all lender and investor reporting requirements, including compliance deliverables and ad hoc financial data requests.
• Champion continuous improvement efforts in reporting and close processes through enhanced systems, tools, and workflows.
• Build, mentor, and inspire a high-performing team of directors, managers, and accountants, promoting a culture grounded in excellence, accountability, and development.
• Maintain strong internal control over financial reporting, partnering closely with internal audit and external consultants to assess and enhance controls.
• Support M&A and strategic transactions, including due diligence, technical accounting assessments, and post-acquisition integration planning.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related discipline.
• Active CPA license preferred.
• Minimum of 10 years’ progressive experience in accounting and financial reporting, with at least 5 years in a leadership capacity.
• Advanced knowledge of U.S. GAAP and consolidated financial reporting.
• Familiarity with ERP and financial reporting systems.
• Master’s degree in Accounting, Finance, or Business Administration preferred.
• Background in a publicly traded environment or Big 4 accounting preferred.
• In-depth understanding of SEC reporting requirements and SOX compliance frameworks.

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing, Finance, and General Business

• Industries

  Real Estate and Financial Services

Referrals increase your chances of interviewing at Cobalt Recruitment by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Get notified about new Vice President of Accounting jobs in Dallas, TX .

Dallas, TX $150,000.00-$170,000.00 3 days ago

Dallas, TX $170,000.00-$180,000.00 3 days ago

Addison, TX $92,000.00-$115,000.00 1 week ago

Senior Director, Financial Reporting & Technical Accounting

Director of Accounting (temp to perm) - PST or CST based

Dallas-Fort Worth Metroplex $160,000.00-$175,000.00 4 weeks ago

Addison, TX $115,000.00-$145,000.00 1 day ago

Dallas, TX $127,200.00-$142,800.00 1 month ago

Dallas, TX $116,700.00-$196,100.00 6 days ago

Director of Accounting - Dallas/Fort Worth, TX Candidates Only - No Relocation

Dallas, TX $140,000.00-$160,000.00 2 weeks ago

Irving, TX $90,600.00-$151,000.00 1 day ago

Dallas, TX $75,000.00-$85,000.00 1 day ago

Dallas, TX $50,000.00-$70,000.00 2 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

Overview

Our client, a non-profit organization, is seeking a Finance Director . This organization prides itself on its collaborative environment and great work/life balance. Amazing benefits include 401K with matching. This position is hybrid and based 4 out of 5 days per week at their beautiful office in Downtown Manhattan .

Responsibilities

• Direct and plan all accounting operations
• Research, recommend, and build out internal financial policies and processes
• Prepare financial statements and coordinate audits
• Manage financial product vendor relationships and track purchase orders
• Research and recommend financial policies and processes
• Oversee tax planning, return preparation, compliance and regulatory reporting
• Analyze complex financial reports to provide recommendations to management with precision
• Manage the budget process and monthly, quarterly, year-end closings
• Salary: $180-200k annually, based on experience
• Excellent benefits package includes health insurance and 401k with matching

Skills and Qualifications

• 7+ years experience, including accounting and audit experience
• Bachelor’s or higher degree in Finance or Accounting
• Deep knowledge of Excel and data analytics
• Proven leadership skills

#J-18808-Ljbffr

A leading real estate investment firm in Baltimore seeks a Director of Accounting to oversee accounting operations, ensure compliance with GAAP, and lead a high-performing team. The ideal candidate has over 12 years of experience, strong leadership skills, and expertise in real estate accounting and ERP systems. This full-time role offers a chance to influence strategic decision-making and improve internal processes.
#J-18808-Ljbffr

Reporting to an EVP, the VP, Shared Services is responsible for ensuring company resources are aligned to support the overall strategic direction of the organization. The VP, Shared Services has a broad array of responsibilities across several areas of the company, assisting in maximizing operational performance and achieving its financial goals.

Responsibilities

• Collaborates with other executives to develop and implement long-range, strategic goals for the organization in preparation for continued growth through acquisition.
• Works closely with VP group to prioritize objectives and implement strategies to achieve company initiatives.
• Formulates and implements the strategic plan that guides the direction of the area of functional responsibility.
• Oversees the operation of the assigned department(s) in accordance with the direction established in the strategic plans.
• Collaborates with department leadership to determine annual budget and follows up regularly to confirm conformance.
• Sets goals, monitors work, and evaluates results to ensure that departmental objectives and operating requirements are met and are in line with the needs of the organization.
• Provides leadership by setting clear standards, goals, expectations and leading by example.
• Evaluates and maintains the success of the assigned department(s).
• Leads, manages, trains and develops a strong management team to drive the company’s growth.
• Creates, communicates, and implements the organization’s vision, mission, and overall direction within his or her area of responsibility.
• Ensures department processes developed by department leadership are scalable, documented, and adhered to.
• Holds department leadership accountable for team training, growth, and succession planning.
• Works closely with division VPs to ensure teams are meeting division/customer objectives.
• Provide company-wide updates on department activities in town halls and similar company meetings.

Requirements

• Bachelor’s degree required in Accounting, Finance or related field.
• 8+ years progressive experience in a senior leadership role.
• Strong analytical skills with an aptitude for translating quantitative and qualitative data into actionable plans.
• Work experience in a rapidly growing and/or rapidly changing environment.
• Excellent organizational skills including planning, prioritizing and delegating.
• Proven ability to build a strong team of direct reports and to actively develop the team’s potential through coaching and effective performance management.
• Ability to influence and collaborate at all levels and across all functions of the organization.
• Proven ability to organize/manage multiple priorities coupled with the flexibility to quickly adapt to ever changing business needs.
• Ability to effectively communicate both verbally and in writing.
• Comfortable working at the detail/tactical level and the macro/strategic level.

EOE

#J-18808-Ljbffr

3 days ago Be among the first 25 applicants

This range is provided by Evolv Technology. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$150,000.00/yr - $190,000.00/yr

The Elevator Pitch

Evolv is seeking a Director of Technical Accounting who thrives in a fast-paced, collaborative environment and is excited to tackle evolving GAAP standards, complex transactions, and internal reporting structures. This leader will play a critical role in our growing accounting team, overseeing key financial operations including general ledger management, financial reporting, and the ongoing enhancement of our SOX control framework. A CPA designation is required to support the technical and compliance demands of the role.

As a high-growth public company, Evolv's mission is to make everyday spaces safer through AI-powered security solutions and real-time insights. Your expertise in technical accounting, commitment to compliance, and collaborative mindset will help ensure financial integrity and contribute directly to our mission to protect the places where people live, work, learn, and play.

Success in the Role: What are performance outcomes over the first 6-12 months?

In the first 30 days, you will:

• Learn Evolv's accounting systems and tools, including NetSuite, Salesforce, Workiva, and Blackline.

• Build working relationships with accounting and finance team members as well as cross-functional partners.

• Gain an understanding of our accounting policies, procedures, and SOX control environment.

Within 3 months, you will:

• Lead technical accounting research and prepare well-supported, clearly documented accounting position papers on complex transactions.

• Partner with cross-functional teams on contract reviews, new product initiatives, and other business activities to ensure appropriate accounting treatment.

• Assist in the preparation and review of quarterly and annual SEC filings (10-K/10-Q), including footnote disclosures and MD&A.

• Monitor changes in US GAAP and SEC regulations and advise the team on their impact

By the end of the first year, you will:

• Serve as a subject matter expert on revenue recognition (ASC 606), leases (ASC 842), debt/equity instruments, and other key topics.

• Support internal and external audit processes, providing documentation and analysis as needed.
  

The Work: What type of work will you be doing on a regular basis?

Core Accounting Tasks:

• Prepare, maintain and review general ledger entries for complex accounting areas, including account reconciliations and assist in period-end close processes.
  

Process & Controls:

• Document and implement internal controls, including those related to Sarbanes-Oxley (SOX) compliance.
  

Team Collaboration:

• Work closely with other members of the accounting and finance teams to ensure accurate and timely reporting.
  

Learning & Development:

• Actively participate in training and team discussions to broaden your accounting knowledge and skill set.
  

Where is the role located?

This role is hybrid, based out of our headquarters in Waltham, Massachusetts, with 3 days per week in the office and flexibility for remote work.

What is the structure and culture of the team?

You will report to the Chief Accounting Officer and join a collaborative team that values transparency, curiosity, and continuous improvement. We believe in supporting each other, holding ourselves to high standards, and having fun while doing meaningful work.

What is the salary range?

The base salary range for this full-time position is $150,000 - $190,000 + bonus + equity + benefits. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training.

Please note that the compensation details listed in role posting reflect the base salary only, and do not include commission, equity, or benefits.Your recruiter can share more about the specific salary range for your preferred location during the hiring process.

Requirements

• Bachelor's degree in Accounting
• Certified Public Accountant (CPA) designation
• Minimum of 7 years of relevant technical accounting experience; experience in Big 4 and/or a publicly traded company strongly preferred
• Strong attention to detail, excellent communication skills, and a demonstrated eagerness to learn and grow in a dynamic environment

Benefits

At Evolv, we're on a mission to help make public spaces safer through innovative security technology. Rooted in our values ofauthenticity, kindness, courage, drive, andfun , we offer the opportunity to make a real impact. Our team thrives in a supportive, honest environment where creativity and collaboration are celebrated, and where we challenge the status quo to keep improving.

When you join Evolv, you'll not only work with cutting-edge technology but also enjoy competitive benefits that support your well-being, and personal growth.

Our Benefits Include :

• Equity as part of your total compensation package
• Medical, dental, and vision insurance
• Flexible Spending Accounts (FSA)
• A 401(k) plan (and 2% company match)
• Unlimited vacation policy
• Quarterly stipend for perks and benefits that matter most to you
• Tuition reimbursement to support your ongoing learning and development
• Subscription to Calm

Evolv Technology ("Evolv") is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. We welcome and encourage diversity in the workplace, and all employment decisions are made without regard to race, color, religion, national, social or ethnic origin, sex (including pregnancy), age, disability, HIV Status, sexual orientation, gender identity and/or expression, veteran status, or any other status protected by law in the locations where we operate. Evolv will not tolerate discrimination or harassment based on any of these characteristics.

Evolv is committed to offering an inclusive and accessible experience for all job seekers, including individuals with disabilities. If you need a reasonable accommodation as part of the job application process, please connect with us at

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing

• Industries

  Public Safety

Referrals increase your chances of interviewing at Evolv Technology by 2x

Sign in to set job alerts for “Accounting Technician” roles.

Framingham, MA $60,000.00-$65,000.00 1 week ago

Newton, MA $70,000.00-$74,000.00 1 week ago

Boston, MA $67,946.67-$92,213.34 1 month ago

Boston, MA $60,000.00-$75,000.00 5 days ago

Accounts Payable Representative - REMOTE MA

Concord, MA $60,000.00-$75,000.00 1 month ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

Family Office Seeking Senior Tax Associate

Family Office Seeking Senior Tax Associate

This range is provided by JCW. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

JCW is working with a prestigious family office on a Senior Tax Associate opening. In this role, you will work closely with the tax team and have exposure to the entire business. The team is looking for someone sharp and driven that fits into their collaborative team culture.

Responsibilities for this role include:

• Review of HNW individuals
• Some K1s for private equity and hedge fund structures
• Tax Planning
• Exposure to trusts and estates

Requirements for this role include:

• 3+ plus year of of HNW individual or partnership experience
• CPA or EA is a plus

Amanda Esraeilian recruits for Tax professionals across NYC and would be happy to provide further details about this or other positions. You can reach her at or at

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Individual and Family Services and Financial Services

Referrals increase your chances of interviewing at JCW by 2x

Sign in to set job alerts for “Tax Associate” roles.

Continue with Google Continue with Google

Continue with Google Continue with Google

Englewood Cliffs, NJ $75,000 - $95,000 1 week ago

Norwalk, CT
$85,000.00
-
$130,000.00
2 months ago

Stamford, CT
$119,000.00
-
$156,000.00
2 weeks ago

Stamford, CT
$119,000.00
-
$156,000.00
1 day ago

Tax Associate or Senior Tax Associate (SALT)

Stamford, CT
$85,000.00
-
$125,000.00
2 weeks ago

Stamford, CT
$164,000.00
-
$211,000.00
1 day ago

Stamford, CT
$120,000.00
-
$160,000.00
14 hours ago

Old Greenwich, CT
$150,000.00
-
$175,000.00
1 day ago

Mount Kisco, NY $70,000 - $90,000 2 weeks ago

Stamford, CT $110,000 - $150,000 1 week ago

New Hyde Park, NY $75,000 - $85,000 2 weeks ago

Fairfield, CT $70,000 - $85,000 3 weeks ago

100% Remote Tax Manager (International Tax) - Top 100 firm

Bridgeport, CT $95,000 - $140,000 2 weeks ago

Stamford, CT $80,900 - $133,700 2 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

Product Owner/Business Analyst - Canadian Brokerage Trading experience

This range is provided by Eliassen Group. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$70.00/hr - $80.00/hr

These positions require bi-weekly hybrid with multiple locations as options--MA/RI/NH/NY/NJ/TX/NC/KY/UT.

You must be able to work on a W2 basis direct to Eliassen and have solid Canadian Brokerage/Trade experience as a Business Analyst/PO.

Client Description

The Senior Business Systems Analyst/Product Owner is responsible for working closely with our company\'s product owner and Tech Lead to assist in a variety of tasks. Candidate must be able to work with a growing team of technologists in a fast paced and highly ambiguous environment bursting with new technologies.

Are you energized by innovation? Do you want to combine the fast pace of a start up with the financial backing of one of the most successful companies in the industry? Then be part of an exciting new incubator within our company geared at rapidly moving ideas from concepts to scale to help bring these exciting ideas to market. If you are a Senior Business Systems Analyst/Product Owner with a passion for creating products and services that make lives better, a contract position may be right for you!

Candidate must be able to communicate effectively to multiple audiences from both technical and business perspectives. Possessing the ability to work collaboratively across organizational boundaries, and across companies, by building and maintaining strong partnerships is extremely important.

Due to client requirement, applicants must be willing and able to work on a w2 basis. For our w2 consultants, we offer a great benefits package that includes Medical, Dental, and Vision benefits, 401k with company matching, and life insurance.

Responsibilities:

As a Senior Business Systems Analyst/Product Owner, your role is to identify and investigate business and system requirements in support of complex and large brokerage trading systems. This candidate will be working closely with both business and technology key stakeholders. This position will focus on complex and large-scale brokerage trading platforms, with an emphasis on Canadian brokerage trading, clearing, and settlement processes—including integration with Canadian depositories, custodians, and regulatory frameworks

Experience Requirements

• 6+ years relevant experience in various business & systems analysis methodologies, including data analysis, data mapping, flowcharts, uses case development, story writing, set-up / configuration of systems, user acceptance testing and product documentation
• College graduate in a technical degree that is driven to meet, or exceed, expectations.
• Experience working in a financial services environment, with experience in the Canadian brokerage domain
• Extremely strong critical thinking skills with the ability to quickly grasp complex systems interdependencies. Candidate must have proven capacity to identify, define, and map out detailed system interactions to solve for ambiguous business requirements
• Strong communication and collaboration skills are important for this role. Candidate must be able to communicate effectively to multiple audiences from both technical and business perspectives.
• Highly proficient in writing user and system stories and supporting documentation - business process and system workflows
• Proven capacity to lead clarification and translation of less-technical documentation and/or requirements into highly technical subject-matter
• Proficient in successfully executing on define-build-test cycles.
• Working knowledge of Java, REST, SOAP, JSON and APIs is required
• Familiarity with Cloud Platforms (AWS) and SaaS platforms a plus
• Deep understanding of Agile development methodologies
• Ability to research and learn new technologies.
• Proficient using Confluence & JIRA

The Value You Deliver:

• Facilitate regular meetings including backlog refinement sessions with the global development team, product lead, and business stakeholders
• Translate complex business needs into clear, practical, requirements/user stories and help prioritize delivery of features
• Research and evaluate alternative solutions.
• Assist in the preparation and execution of integration tests and quality assurance

Skills, experience, and other compensable factors will be considered when determining pay rate. The pay range provided in this posting reflects a W2 hourly rate; other employment options may be available that may result in pay outside of the provided range.

W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality.

Please be advised- If anyone reaches out to you about an open position connected with Eliassen Group, please confirm that they have an Eliassen.com email address and never provide personal or financial information to anyone who is not clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact

Seniority level

• Mid-Senior level

Employment type

• Contract

Job function

• Information Technology

Industries

• Business Consulting and Services

Referrals increase your chances of interviewing at Eliassen Group by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Get notified about new Product Owner jobs in New Jersey, United States .

#J-18808-Ljbffr

Join to apply for the Lending Associate - Commercial Real Estate (On-Site) role at Central Pacific Bank

3 weeks ago Be among the first 25 applicants

Join to apply for the Lending Associate - Commercial Real Estate (On-Site) role at Central Pacific Bank

Get AI-powered advice on this job and more exclusive features.

This range is provided by Central Pacific Bank. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$63,723.00/yr - $87,619.00/yr

Position Function:
Assists the Commercial Real Estate Lending Department (CRELD) Loan Officers with structuring, underwriting, and servicing of medium to large size real estate loans to ensure the loans meet the Bank's quality targets, lending policies, and underwriting guidelines. Career path is for individual to advance from associate level to CRELD officer level position, so there is increased emphasis on external relationship responsibilities (e.g. customer calls, negotiation skills, research/business development). Progressively handles more complex loans at more senior associate levels. Supports and assists with the lending team efforts and initiatives to generating new commercial mortgage, construction, and commercial loans and proactively managing customer relationships to meet loan runoff projections and deposit targets.
Multiple Levels Available Based On Qualifications.
Performs all duties and interacts with internal and external customers in a manner that is expressly aligned with the Company's Core Values of approaching all actions with a “Voyaging Spirit” and being “Positively Ohana”. Exhibits core competencies that result in consistent delivery of positive Customer Interactions, Empowerment and Ownership and demonstrates key professional and performance skills such as Active Listening, effective Oral and Written Communication, Action and Solution Oriented and Thoroughness.
Primary Accountabilities:
Production Activities:
Actively support the Team Leader and Loan Officer to review new loan requests from existing and prospective CRELD borrowers by providing underwriting support.
Provide support for Loan Officers efforts to generate new commercial mortgages and construction loans to meet annual production goals and objectives. Assist Loan Officers to proactively address upcoming loan requests.
Review and analyze the borrower’s financial information and financial condition, order appraisal reports, order environmental reports, prepare guarantor global cash flows, and access other internal and external sources of information.
Recommend appropriate loan structures to meet the needs of both the customer and the Bank and assist in resolving any issues.
Accompany Loan Officer on prospect and customer calls to develop research/business development and negotiation skills.
Prepare Credit Approval Memorandums with clear, concise, and timely loan request presentations reviewing the strengths, weaknesses and potential risks of the credit to document the underwriting decision and supporting rationale to ensure the loan meets the Bank’s loan quality targets, lending policies, and lending guidelines.
Review commitment letters, order loan documents, review loan documents, schedule document signing, provide signed documents to Documentation Center for booking, review tickler inputs, and coordinate borrowers opening bank deposit accounts through BCSC.
For loan draw requests, review construction loan draws and inspection reports and review line draws for approval and any applicable collateral releases.
Actively participate in Bank-sponsored community events.
In the absence of the Loan Officer, manage the Loan Officer’s responsibilities in the Lending Team.
Portfolio Management:
Assist the Team Leader and Loan Officer with portfolio management responsibilities to meet the Bank’s objectives of maintaining a high quality commercial mortgage and construction loan portfolio and to minimize exceptions and maximize compliance.
Proactively manage customer relationships to meet commercial mortgage and construction loan runoff projections and CRELD deposit goals and objectives.
Prepare Modification Memorandums, Term Loan Reviews, Asset Quality Reports, and Compliance and Risk Rating Validations for the assigned Lending Team loan portfolio.
Proactively contact borrowers and guarantors for updated financial information prior to due dates to ensure timely submissions. Arrange to import the financial information into Info Access on a timely basis.
Assists Loan Officers with management of assigned loan portfolios to minimize exceptions and maximize compliance.
Verify the accuracy of tickler items in Info Access with the Credit Approval Memorandums, Modification Memorandums and Loan Agreements. Prepare waivers and extension memorandums for tickler items prior to tickler due dates.
Review and analyze financial statements and tax returns upon receipt from the customer on a timely basis and input financial statements into Baker Hill Statement Analyzer as applicable.
Assist to proactively manage and diligently monitor CRELD loan delinquencies and maturing loans in the Lending Team’s loan portfolio and take appropriate actions as required.
Provide updates and timely comments for CRELD monthly loan portfolio review reports for monthly credit discussions with Credit Administration.
Review and prepare Memorandums for EDR collateral screen follow-up actions as required.
Prepare covenant compliance tracking reports to track loan compliance.
Complete the Criticized Asset Check List requirements for loans downgraded to 7 or worse.
Provide updates and comments for the monthly Portfolio Review Reports and prepare portfolio management reports as assigned.
Support the Team Leader and overall CRELD goal of maintaining 60+ days past due ticklers below 10%.
Contribute to and support CRELD achieving satisfactory annual audit ratings and FDIC examination reviews.
Minimum Qualifications:
Education:
Bachelor's Degree in Accounting, Finance and/or Economics or combination of education and comparable work experience providing the understanding, skills and ability to perform essential duties of the position required.
Experience:
3+ years of experience in commercial real estate and/or commercial lending analysis and underwriting required.
Physical Requirements & Working Conditions:
Must be able to perform light physical work and to move or lift items including but not limited to boxes, files and papers up to 20 pounds unless otherwise as indicated.
Must be able to operate and proficiently use standard office equipment, including phone, copier, personal computer and/or other work related mechanical or electronic devices and applications.
Must be able to clearly communicate verbally and in writing with all internal and external customers. Must also be able to hear sufficiently to engage in daily discussions and interactions.
Must be able to read and understand bank-related documents.
Must be able to work in a conventional office setting, involving sitting at a desk or workstation for long periods of time. Must also be able to adapt to different work environments as needed to perform the job.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Management

• Industries

  Banking

Referrals increase your chances of interviewing at Central Pacific Bank by 2x

Get notified about new Real Estate Associate jobs in Honolulu, HI .

Honolulu, HI $63,723.00-$87,619.00 1 month ago

Hawaii Real Estate Mix n Mingle Sponsored by Hilton Grand Vacations

Leasing Support Specialist - Entry Level

ABSTRACTOR VII (HAWAIIAN LANGUAGE) - DOWNTOWN, OAHU

Honolulu County, HI $4,738.00-$5,992.00 1 month ago

Schofield Barracks, HI $19.18-$19.50 1 month ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Nona Biosciences

The ideal candidate will be responsible for working with senior management to develop financial strategies for the organization. You are comfortable handling large amounts of data, acting as a business partner, decision maker, and providing regular financial reporting.

Responsibilities

• Accounting: Responsible for accounting vouchers, account processing, monthly closing and reporting of group’s over-sea's entities, ensuring compliance with US GAAP, IFRS and group-level policies.
• Taxation: Responsible for verifying customer tax status and sales tax requirements; processing federal and state tax payments; as well as preparing and maintaining the 1099 form list.
• AR: Oversee customer on-boarding process by collecting bank information, W-9 forms, and IRS documents; maintain customer records; generate and distribute customer invoices; review and deliver customer tax information, support tax code maintenance, and check accounts receivable (AR) balances upon request.
• AP: Manage vendor-related tasks: collect W-9 forms and bank information, maintain 1099 form lists, and submit vendor credit applications; process payments by approving bills, entering and handling payments, storing invoices, settling accounts payable (AP), and preparing payment batches; collaborate with vendors to send payment documents and respond to inquiries, check AP balances.
• Bank: Handle payment disbursement and bank template creation; review transactions and conduct bank reconciliations; monitor payment and receipt statuses.

Qualifications

• Bachelor’s degree or above in Accounting, Finance, or related field.
• Minimum 5 years of finance/accounting experience, with at least 2 years in overseas finance operations.
• Solid knowledge of U.S. GAAP, IFRS accounting standards, U.S. Tax policies (sales tax, Corp tax and so on).
• Proficient in the financial software SAP system and OA system.
• Familiar with international tax planning, transfer pricing, and cross-border cash flow management is preferred.
• Excellent communication skills in both English and Mandarin, able to work in a Multicultural environment.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance

#J-18808-Ljbffr