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balance sheet management lead analyst

Citi

<div><h2 class="jobSectionHeader">Discover your future at Citi</h2>
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you&rsquo;ll have the opportunity to grow your career, give back to your community and make a real impact.
<h2 class="jobSectionHeader">Job Overview</h2>
Citibank, N.A. seeks a Balance Sheet Management Lead Analyst for its New York, New York location.
Duties: Design and enhance dynamic, data-driven Tableau dashboards to consolidate Treasury risk analytics and reporting into a one-stop-shop solution. Develop advanced visualizations that provide interactive insights into key balance sheet metrics, risk factors, and liquidity trends. Design Business Intelligence solutions. Use Tableau Desktop for development of advanced analytics and dashboards. Use Tableau Prep to enhance, clean and prepare complex datasets. Use Tableau PROD and UAT servers to test, deploy dashboards and data sources. Optimize dashboard performance by implementing efficient data structuring, indexing, and query tuning techniques to minimize load times and enhance user experience. Automate data updates and streamline reporting workflows by integrating Tableau with Python-based data pipelines to ensure seamless refresh cycles. Develop and implement scalable automation solutions to eliminate manual reporting processes, ensuring real-time and accurate financial risk reporting. Build and maintain Python-based data extraction and transformation scripts, integrating multiple data sources and automating large-scale data pulls. Optimize SQL-based data blending and joins to ensure consistency and reliability in Treasury analytics. Work closely with cross-functional teams to standardize data models and reporting logic, enabling a unified analytics framework. Support data governance initiatives by enforcing data validation, reconciliation, and integration best practices to maintain accuracy and regulatory compliance. A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with Citi policies and protocols.
Requirements: Requires a Master&rsquo;s degree or foreign equivalent in Information Systems, Engineering (any) or related field and 3 years of experience as a Tableau Developer, Data Security Analyst or related position involving Data Analytics and Tableau development. Alternatively, will accept a Bachelor&rsquo;s degree in the stated fields and 5 years of the specified progressive, post-baccalaureate experience. 3 years of experience must include: Tableau Desktop for development of advanced analytics and dashboards; Performance and query tuning techniques; Tableau Prep to enhance, clean and prepare complex datasets; SQL queries; Tableau PROD and UAT servers to test, deploy dashboards and data sources; Designing Business Intelligence solutions; and Build and maintain Python-based data extraction. Applicants submit resumes at https://jobs.citi.com/. Please reference Job ID #25908811. EO Employer.
Wage Range: $170,373 to $180,000
Job Family Group: Finance
Job Family: Balance Sheet Management
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Job Family Group:
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Job Family:
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Time Type:
Full time
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Primary Location:
New York New York United States
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Primary Location Full Time Salary Range: 
In addition to salary, Citi&rsquo;s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental &amp; vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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Anticipated Posting Close Date:
Nov 11, 2025
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. 
 
View Citi&rsquo;s EEO Policy Statement and the Know Your Rights poster.</div>

Balance Sheet Management Lead Analyst

Wells Fargo

<div>About this role: 
 
Wells Fargo is seeking a Lead Liquidity Funding Management Analyst to support liquidity risk reporting (2052a, LCR, NSFR, RLAP, ILST), and data management and other projects related to Derivative and FX products. The ideal candidate has a strong risk mindset, advanced traded product knowledge, experience with SQL, and enjoys working with data. Experience with Derivative &amp; FX products is required. We are looking for a self-motivated person who learns quickly and enjoys taking on challenges. Ability to work independently as well as part of a team, prioritize multiple tasks, and communicate effectively is crucial. 
 
In this role, you will:<ul><li>
Lead complex initiatives, including those that are cross functional with broad impact as well as targeted Derivatives and FX projects</li><li>
Act as consultant to finance, accounting and Business Line management on matters related to firms' liquidity and funding position</li><li>
Manage, measure, analyze and report on the firm's liquidity position, including developing funding and liquidity management strategies</li><li>
Provide overall advisory on treasury finance liquidity and funding management</li><li>
Review and analyze complex technical challenges that require evaluation or multiple factors including intangibles or unprecedented factors and ensure data quality and establish controlled processes</li><li>
Collaborate with Internal Audit, Corporate Risk Management and Model Governance teams as well as outside parties including regulatory agencies and accounting and consulting firms</li><li>
Strategically collaborate and consult with peers, colleagues and mid-level managers to resolve issues, achieve goals and make decisions in maintaining effective and efficient liquidity and funding management practices that meet internal control standards</li><li>
Interact with internal customers, guide other teammates and make recommendations to more experienced group members and management</li><li>
Develop effective presentations to an array of internal stakeholders, including senior executives and relevant committees</li></ul>
Required Qualifications:<ul><li>
5+ years of Treasury experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li></ul>
Desired Qualifications:<ul><li>
BS/BA degree or higher in finance, accounting, or economics</li><li>
5+ years of experience working at a large financial institution</li><li>
Deep understanding of derivatives and FX products, including options, futures, swaps and structured products.</li><li>
Financial analysis or accounting experience</li><li>
Advanced Microsoft Excel skills</li><li>
Knowledge and understanding of financial analysis, forecasting, and analyzing interest income and balance sheet behavior.</li><li>
Knowledge and understanding of database querying and creating ad hoc reporting results using SQL or similar querying methods.</li><li>
Experience with general ledgers and accounting policies</li><li>
Ability to successfully operate in a complex and matrixed environment.</li><li>
Strong analytical skills with high attention to detail and accuracy</li><li>
Ability to exercise independent judgment to identify and resolve problems.</li></ul>
Pay Range 
 
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. 
$119,000.00 - $224,000.00 
Benefits
 
 
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.<ul><li>
Health benefits</li><li>
401(k) Plan</li><li>
Paid time off</li><li>
Disability benefits</li><li>
Life insurance, critical illness insurance, and accident insurance</li><li>
Parental leave</li><li>
Critical caregiving leave</li><li>
Discounts and savings</li><li>
Commuter benefits</li><li>
Tuition reimbursement</li><li>
Scholarships for dependent children</li><li>
Adoption reimbursement</li></ul>
Posting End Date: 
19 Sep 2025 
<ul><li>Job posting may come down early due to volume of applicants.
</li></ul> 
We Value Equal Opportunity 
 
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. 
 
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. 
 
Applicants with Disabilities 
 
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . 
 
Drug and Alcohol Policy 
 
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. 
 
Wells Fargo Recruitment and Hiring Requirements: 
 
a. Third-Party recordings are prohibited unless authorized by Wells Fargo. 
 
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</div>

Lead Liquidity Funding Management Analyst

rag & bone

<div>
 
 JOB TITLE: Senior Analyst, Sourcing
 
 
 
 
 About Rag &amp; Bone
 
 
 
 From our origins in New York in 2002, rag &amp; bone was founded on a belief of uncompromising ideals: a commitment to doing things the right way, not the easy way. To making things that are as original as they are timeless. To being true to ourselves, even when that truth sets us apart from the mainstream.
 
 
 We still believe in the same principles we started with: the easy elegance of classic British tailoring, the authenticity of American workwear, and the originality of our home city, New York. As New Yorkers, community and authenticity have become synonymous with our brand. An inclusive environment at rag &amp; bone upholds our original values by encouraging employee connection and empowering each individual to have a voice on policy, process, and collaboration for a more equitable future.
 
 
 
 Reports in to: SVP, Production
 
 
 
 
 Summary:
 
 
 
 This position offers an opportunity to work in a fast-paced and dynamic work environment for a fashion label in the wholesale / retail industry. The successful candidate will be fluent in retail math, sourcing principles and procurement fundamentals. They need to be a sharp data analyst with an eye for trends and anomalies. You will report to the SVP of Production but work closely with cross-functional teams.
 
 
 
 Responsibilities:
 
 
 
 <ul>
 <li>
 Lead the financial IMU modeling process. Help establish targets and collaborate with teams to ensure alignment and achievement
 </li>
 <li>
 Design and implement category-specific strategies that ladder up to broader sourcing goals
 </li>
 <li>
 Collaborate with cross-functional partners to sync sourcing efforts with development and budget roadmaps; Manage budget and spend tracking, identifying cost-saving opportunities
 </li>
 <li>
 Manage project timelines and deliverables, keeping stakeholders aligned
 </li>
 <li>
 Run financial simulations and scenario modeling to evaluate sourcing outcomes
 </li>
 <li>
 Establish weekly reports on IMU, budget, deliveries, and allocation so teams are well informed on progress.
 </li>
 <li>
 Extract and troubleshoot critical data using ERP (D365) and PLM systems
 
 
 </li>
 </ul>
 
 Requirements:
 
 
 
 <ul>
 <li>
 3+ years in strategic sourcing, procurement, financial reporting, or project management
 </li>
 <li>
 Proficiency in Microsoft Office Suite&mdash;especially Excel, Word, and PowerPoint
 </li>
 <li>
 Experience with ERP systems (D365 preferred) and PLM tools
 </li>
 <li>
 Strong analytical mindset and ability to tell compelling stories with data
 
 
 </li>
 </ul>
 
 Rules we live by
 
 | Rules you live by
 
 
 <ul>
 <li>
 Be a Good Human - Be original, be authentic. Stand for diversity, equitability &amp; inclusivity
 </li>
 <li>
 Have No Fear - Innovate, solve problems
 </li>
 <li>
 Own Every Decision - Work together, get results
 </li>
 <li>
 Quality Matters &ndash; Not only with product but we see it in our people
 </li>
 <li>
 Make Shit Happen - Be disciplined, be competitive
 
 
 </li>
 </ul>
 
 Benefits
 
 
 
 <ul>
 <li>
 Paid Time Off
 </li>
 <li>
 Clothing Allowance
 </li>
 <li>
 Generous Employee Discount
 </li>
 <li>
 Paid Parental Leave
 </li>
 <li>
 Membership to Calm and access to other wellness benefits
 </li>
 <li>
 Medical, dental, vision and ancillary benefits
 </li>
 <li>
 401k
 </li>
 <li>
 Salary range is $85,000-$95,000 based on candidate&rsquo;s expectations and level of experience
 
 
 </li>
 </ul>
 rag &amp; bone is an EEO/Affirmative Action Employer. No employee or applicant is discriminated against because of race, color, sex (including pregnancy), age, national origin, religion, sexual orientation, gender identity, gender expression, parental status, status as a veteran, and basis of disability or any other federal, state or local protected class.
 
 
 Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl; and taste or smell. The employee must occasionally lift and/or move up to 30 pounds. Specific vision abilities required by this job include close vision. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
 
 
 Powered by JazzHR
 
 
 PyEAeOiuR8
</div>

Senior Analyst, Sourcing

LTIMindtree

<div>Role description 
Job Title: Lead Business Analyst

Work Location: New York, NY

Work Mode: Onsite

We are looking for a strategic and analytical Lead Business Analyst to drive requirements gathering and solution design for a largescale website migration project. 
This role will serve as the primary liaison between business stakeholders and technical teams ensuring that user needs content structures and platform capabilities are clearly defined and aligned. 
The Lead BA will be responsible for documenting functional and nonfunctional requirements designing features prioritizing work items testing features leading User Acceptance Testing and training users. 
They will also manage the Senior Business Analyst including assigning work setting priorities and answering questions. 
The ideal candidate will have experience with content management systems and enterprise level migrations along with strong communication and facilitation skills to guide cross-functional collaboration 


Skills 
Mandatory Skills : Grafana,Angular,IBM Tivoli Workload Scheduler,IIS Server,Java,JavaScript,JBoss,Jenkins,Jira Service Desk,Kafka,Kibana,Knowledge Management,Kubernetes,AppDynamics,Major incident management,Microservices,MongoDB,MS SQL Server,MSBI-SSRS,MySQL,AS/400,Asp.net,PostgreSQL,PowerBI,Problem Management,Python,React,ServiceNow ITSM,Shell Scripting,Splunk,Azure Cosmos DB,SpringBoot,Azure DevOps,Tomcat-Apache,VB.Net,Websphere,Windows Server,Bash/Shell scripting,BMC Control-M,BMC Helix ITSM,Nginx,DB2-DB Administration,Prometheus,ServiceNow-Event Management,C,C#,C++,Flexcube technical PL/SQL-Performance Tuning &amp; Shell Scripting,.Net Framework,Cassandra,ERP (JDA/PoS/PLM/Infor LN/JDE/Peoplesoft) Testing,ServiceNow(ITOM ITSM and other) Functional Testing,Cognos Analytics,AWS DevOps Services,Oracle DB Administration,Mainframe Autosys,Docker,Dynatrace,Elastic Search,MS Excel,Unix/Linux Scripting,Cognos Reporting,Mainframe - Cobol/JCL,Crystal Reports 
Other details 
Benefits/perks listed below may vary depending on the nature of your employment with LTIMindtree (&ldquo;LTIM&rdquo;):

Benefits and Perks:
<ul>
<li>Comprehensive Medical Plan Covering Medical, Dental, Vision</li>
<li>Short Term and Long-Term Disability Coverage</li>
<li>401(k) Plan with Company match</li>
<li>Life Insurance</li>
<li>Vacation Time, Sick Leave, Paid Holidays</li>
<li>Paid Paternity and Maternity Leave</li>
</ul>
The range displayed on each job posting reflects the minimum and maximum salary target for the position across all US locations. Within the range, individual pay is determined by work location and job level and additional factors including job-related skills, experience, and relevant education or training. Depending on the position offered, other forms of compensation may be provided as part of overall compensation like an annual performance-based bonus, sales incentive pay and other forms of bonus or variable compensation.

Disclaimer: The compensation and benefits information provided herein is accurate as of the date of this posting.

LTIMindtree is an equal opportunity employer that is committed to diversity in the workplace. Our employment decisions are made without regard to race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), gender identity or expression, national origin, ancestry, age, family-care status, veteran status, marital status, civil union status, domestic partnership status, military service, handicap or disability or history of handicap or disability, genetic information, atypical hereditary cellular or blood trait, union affiliation, affectional or sexual orientation or preference, or any other characteristic protected by applicable federal, state, or local law, except where such considerations are bona fide occupational qualifications permitted by law. 


Benefits 
Compensation range: $100,000.00 to $105,000.00 per year 
About LTIMindtree 
LTIMindtree is a global technology consulting and digital solutions company that enables enterprises across industries to reimagine business models, accelerate innovation, and maximize growth by harnessing digital technologies. As a digital transformation partner to more than 700 clients, LTIMindtree brings extensive domain and technology expertise to help drive superior competitive differentiation, customer experiences, and business outcomes in a converging world. Powered by 83,000+ talented and entrepreneurial professionals across more than 40 countries, LTIMindtree &mdash; a Larsen &amp; Toubro Group company &mdash; solves the most complex business challenges and delivers transformation at scale. For more information, please visit https://www.ltimindtree.com/.</div>

Lead Business Analyst

JPMorganChase

<div>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&rsquo;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 Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst&rsquo;s performance. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.
Job Responsibilities<ul>
<li>Help devise customized financial strategies for existing and prospective clients
</li><li>Prepare pitch books and meeting materials</li>
<li>Collaborate with integrated team members to analyze balance sheets and understand a clients&rsquo; investment objectives to produce customized recommendations that consider appropriate risk/return objectives</li>
<li>Become an expert in a range of proprietary models to provide recommendations on tailored solutions</li>
<li>Conduct research and analysis; assist with product development and prospecting efforts</li>
<li>Research client inquiries and manage follow up communication and materials</li>
<li>Work directly with clients as you continue to progress in your role</li></ul>
Required Qualifications, Capabilities, and Skills<ul>
<li>Bachelor&rsquo;s degree with a minimum overall GPA of 3.2
</li><li>No more than two years of work experience following completion of undergraduate program</li>
Demonstrated aptitude for sales and client relationship management 
<li>
</li></ul>Preferred Qualifications, Capabilities, and Skills<ul>
<li>Superior multi-tasking and organizational skills
</li><li>Excellent communication skills and poise giving presentations</li>
<li>Genuine interest in financial markets and macro-level economic trends</li>
<li>Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions</li></ul>
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;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.
</div><div>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.
<div>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&rsquo; and employees&rsquo; 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 &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan Asset &amp; 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.</div>

U.S. Private Bank - Program Analyst - Financial Sponsors Group

Haven Energy

<div>
 
 About Haven Energy
 
 
 
 At Haven Energy, we&rsquo;re on a mission to accelerate the adoption of clean energy technologies by helping homeowners install solar and battery systems. We specialize in deploying solar and battery systems to build VPPs through strategic partnerships with utilities, non-profits, and government agencies, with a particular focus on low and moderate income households. As a growing startup, we&rsquo;re looking for dynamic, driven professionals who want to make a real impact in the clean energy space.
 
 
 Summary of Role
 
 
 Haven is seeking a Senior Data Analyst to lead analytics for the company. You will work with department heads, translating their needs and interests into queries and dashboards. And you will work with engineering to influence data collection and management. As the first member of our Tech team focused on data and analytics you will help sculpt the strategy, prioritization, and toolset to maximize visibility of how our team is performing across all of its functions. This includes operations, sales, and marketing. Your analytics will also drive our strategy for managing our deployed battery systems to maximize savings for our customers and grid services revenue for Haven. This is a remote role, but we'll have a 2-3 day in-person meetup once per quarter.
 
 
 
 What You&rsquo;ll Do
 
 
 
 <ul>
 <li>
 Develop a deep understanding of the business and the metrics that drive each team&rsquo;s performance
 </li>
 <li>
 Work with stakeholders to turn their ideas and problems into well-defined metrics and dashboards that balance usability, feasibility, and business impact.
 </li>
 <li>
 Maintain an organized library of queries in our codebase
 </li>
 <li>
 Manage our Analytics tooling and support stakeholders in using it to do their own queries and research
 </li>
 <li>
 Support stakeholders in building and maintaining queries and dashboards in our CRM
 </li>
 <li>
 Build a backlog of analytics requests such that incoming requests and pending requests are readily able to be reviewed and prioritized for implementation
 </li>
 <li>
 Explore opportunities for machine learning or more advanced data science
 </li>
 <li>
 Collaborate with our content team to pull data that helps us tell our story in the form of blog posts and press releases
 
 
 </li>
 </ul>
 
 You&rsquo;re a great fit if you have
 
 
 
 <ul>
 <li>
 4 - 6 years experience in analytics
 </li>
 <li>
 Expertise in SQL
 </li>
 <li>
 A good understanding of DBT and snowflake
 </li>
 <li>
 Experience configuring an analytics tool for use by stakeholders. We&rsquo;re currently using Metabase.
 </li>
 <li>
 Ability to distill open-ended stakeholder requests into specific metrics
 </li>
 <li>
 Demonstrated ability to collaborate with peers in engineering and product
 </li>
 <li>
 Exceptional written/verbal communication skills and the ability to communicate to non-technical and technical audiences with ease
 </li>
 <li>
 Previous experience with complex consumer-facing industries (e.g. insurance, finance, healthcare, security, energy/utilities)
 </li>
 <li>
 Proven ability to work effectively with both local and remote teams
 </li>
 <li>
 Passion for understanding and impacting how energy is produced and consumed
 
 
 </li>
 </ul>
 
 Equal Employment Opportunity
 
 
 
 Haven embraces diversity and is an Equal Employment Opportunity employer. Employment is decided on the basis of qualifications, merit, and business need. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or any other status protected under federal, state, or local law.
</div>

Senior Data Analyst

New York City Growth - Highgate Hotels

<div>Compensation Type: Yearly Highgate Hotels:
<div>
Highgate is a premier real estate investment and hospitality management company widely recognized as an innovator in the industry. Highgate is the dominant player in U.S. gateway markets including New York, Boston, Miami, San Francisco and Honolulu, with a rapidly expanding presence in Europe, Latin America, and the Caribbean. Highgate&rsquo;s portfolio of global properties represents an aggregate asset value exceeding $20B and generates over $5B in cumulative revenues. The company provides expert guidance through all stages of the hospitality property cycle, from planning and development through recapitalization or disposition. Highgate also has the creativity and bandwidth to develop bespoke hotel brands and utilizes industry-leading proprietary revenue management tools that identify and predict evolving market dynamics to drive out performance and maximize asset value. With an executive team consisting of some of the industry&rsquo;s most experienced hotel management leaders, the company is a trusted partner for top ownership groups and major hotel brands. Highgate maintains corporate offices in London, New York, Dallas, and Seattle.</div>
Location:
<div></div>
Overview:
<div>
The Area Director of Finance is responsible for providing consistent leadership in the financial area of the hotels assigned to them by focusing on the profitability of the business; maintaining accurate and timely financial reporting; ensuring acceptable levels on internal control; ensuring compliance with all federal, state, and local regulations and Highgate Hotels &lsquo;s Standard Operating Procedures; and safeguarding owners/investors assets.</div>
Responsibilities:
<ul><li>Effectively manage and communicate cash flow related issues. This includes the accurate and timely preparation of monthly financial statements for the property: cash flow statements, management of receivables, payables, cash balances, control mechanisms and timely deposits of all funds.</li><li>
Monitor hotel revenues and expenses and ensure the accurate recording in accordance with Highgate Hotels established guidelines. Monitors and controls Hotel&rsquo;s cash flow and operating forecast.</li><li>
Creates annual budgets and monthly variance analysis. Investigates and critiques variances to budget or to prior year and offer practical improvement methodologies to management.</li><li>
Ensure hotels&rsquo; compliance on all regulatory licenses and permits, leases, contracts, legal agreements, and the proper execution of all operational taxes. Provide assistance to management in enforcing compliance on all these items.</li><li>
Analyze financial data and operations in order to assist and advise management in maintaining the hotels&rsquo; financial objectives.</li><li>
Complies with Standard Accounting policies and procedures and internal controls for finance and accounting operations</li></ul><ul><li>
Timely reviews and approval of all balance sheet accounts, including monthly bank reconciliation and general ledger account reconciliations.</li><li>
Establish and continually audit all internal financial controls including purchasing, cash handling, disbursements, inventories, hotel assets, master keys, payroll, and employee records.</li><li>
Successful completion of all internal and external financial audits, including coordination of work with CPA firms and delivering information requested by auditors on a timely basis.</li><li>
Hire, train, supervise and develop staff, including coaching, counseling and discipline.</li><li>
Maintain compliance with Highgate Hotels&rsquo; standards and regulations to ensure safe and efficient operation of the hotel.</li><li>
Directs or prepares all financial reports in accordance with Highgate Hotels&rsquo; requirements, meeting various due dates and deadlines, i.e:</li><li><ul><li>
Weekly: A/R &amp; A/P Aging, Flash Reports, Payroll Reports, Revenue Updates</li><li>
Monthly: Financial Statements, Forecasting Key Statistics Report, Cash Flow</li><li>
Annual: Budgets, 5-Year Plans, 5-Year Capital Plans</li></ul></li><li>
Timely interacts with Executive Committee members to assure that property operations are on track and under control at all times.</li><li>
Monitor hotels&rsquo; compliance in meeting required report deadlines and due dates and react accordingly.</li><li>
Monitor the accurate production of the hotel daily operating report.</li><li>
Executes other special projects and responsibilities as assigned.</li></ul>
Qualifications:
<ul><li>At least 5 or more years of Hospitality Finance/Accounting experience.</li><li>
Prior Controller or Director of Finance experience, preferably at a premium-branded Hotel.</li><li>
Expereince overseeing mutiple hotels at one time.</li><li>
Excellent verbal and written communication skills.</li><li>
Bachelor&rsquo;s degree required preferably in Finance or Accounting.</li><li>
Must supervise 2 or more employees</li><li>
Must be proficient in Windows, Company approved spreadsheets and word processing and in the operation of all hotel-specific systems.</li></ul></div>

Area Director of Finance

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