business advisory analyst

Accenture

Skill required: Banking Services - Core Banking 
Designation: Business Advisory Analyst 
Qualifications:BBA/BCom/Master of Business Administration
 
Years of Experience:3 to 5 years
 
About Accenture 
Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song&mdash; all powered by the world&rsquo;s largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com
 
What would you do? The Commercial Fulfillment, Loan Booking &amp; Deal Setup Analyst is responsible for end-to-end coordination and execution of commercial loan onboarding, documentation verification, and system setup in alignment with credit approval and compliance standards This role ensures accurate and timely fulfillment of commercial lending transactions, including loan booking, funding, and post-booking quality checks, to support the smooth execution of lending operations across middle and back-office functions Develop and deliver core banking solutions for the applications that process the essential functions of banks, including account management, interest calculations, cash deposits and withdrawals processing, customer management and product management. 
What are we looking for? 1. Commercial Fulfillment &amp; Documentation &bull; Review and validate credit approval packages, legal documents, and loan terms prior to setup and booking. &bull; Collaborate with relationship managers, credit officers, and legal teams to resolve documentation gaps and discrepancies. 2. Deal Setup &amp; Data Management &bull; Accurately input and verify deal structures, loan details, and collateral information into the loan origination and servicing systems (e.g., AFS, Loan IQ, nCino, or equivalent). &bull; Validate system entries against legal documentation, term sheets, and credit memos. 3. Loan Booking &amp; Funding &bull; Execute loan booking activities including drawdowns, renewals, modifications, and payoffs. &bull; Validate funding instructions and ensure alignment with treasury and disbursement controls. 4. Compliance &amp; Quality Control &bull; Ensure all bookings comply with internal policies, credit standards, and regulatory requirements (FDIC, OCC, SOX, etc.). &bull; Support internal audits and respond to control testing requests. 5. Stakeholder Coordination &amp; Support &bull; Serve as the operational point of contact for Relationship Managers, Underwriters, and Credit Administration teams. &bull;Account Reconciliations &bull;Banking &bull;Financial Services &bull;Investment Banking &bull;Adaptable and flexible &bull;Written and verbal communication &bull;Commitment to quality &bull;Problem-solving skills &bull;Commercial Lending &amp; Credit Services &bull;Basic accounting and economic concepts &bull;Analytical &amp; Proactive Skills
 
Roles and Responsibilities: &bull;In this role you are required to do analysis and solving of lower-complexity problems &bull; Your day to day interaction is with peers within Accenture before updating supervisors &bull; In this role you may have limited exposure with clients and/or Accenture management &bull; You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments &bull; The decisions you make impact your own work and may impact the work of others &bull; You will be an individual contributor as a part of a team, with a focused scope of work &bull; Please note that this role may require you to work in rotational shifts
 
BBA,BCom,Master of Business Administration

Business Advisory Analyst

Skill required: Capital Markets Services - Securities Middle Office 
Designation: Business Advisory Analyst 
Qualifications:Any Graduation
 
Years of Experience:3 to 5 years
 
About Accenture 
Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song&mdash; all powered by the world&rsquo;s largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com
 
What would you do? Applied Technology &amp; Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto in parts or entirely while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business processes execution supported by an orchestrated layer of intelligent operations assets. &quot;Trade settelments, validations, executions, across American/European/APAC Market . They will have a thorough understanding of securities settlement and up to date technical knowledge of various domestic markets settlement such as ? ICSDs, Crest, Spain, Italy, Scandinavian and emerging markets like Russia etc. ? Buy-in regulations ? Exchange deliveries ? CASS/CMAR regulations and reporting ? Exchange Futures deliveries ? Corporate action trade ? Expertise in dealing with transaction and position level Reconciliations ? Knowledge of T2S and CSDR projects ? Exchange-Moves ? In addition, they will be capable of working independently and innovatively, and have experience of running multiple teams in a high volume environment with multiple market deadlines. Knowledge of Swift Alliance, Euclid and Intellimatch would be an advantage. Part of Investment Banking team which specializes primarily in selling securities and underwriting the issuance of new equity shares to raise capital funds. They act as intermediaries between security issuers and investors and help new firms to go public. The team focuses on the life cycle of trade settlements from the middle office to back office. The team is responsible for the processing of trade settlements and deals with products like equity, fixed income and derivatives. The role may require for you to have expertise around trade validation, pre-matching, trade execution and post-trade settlements.&quot; Trade capture in middle office systems, allocation, transaction reporting &amp; lifecycle management in middle office for securitized products. 
What are we looking for? Trade capture in middle office systems, allocation, transaction reporting &amp; lifecycle management in middle office for securitized products. Trade capture in middle office systems, allocation, transaction reporting &amp; lifecycle management in middle office for securitized products.
 
Roles and Responsibilities: &bull;In this role you are required to do analysis and solving of lower-complexity problems &bull; Your day to day interaction is with peers within Accenture before updating supervisors &bull; In this role you may have limited exposure with clients and/or Accenture management &bull; You will be given moderate level instruction on daily work tasks and detailed instructions on new assignments &bull; The decisions you make impact your own work and may impact the work of others &bull; You will be an individual contributor as a part of a team, with a focused scope of work &bull; Please note that this role may require you to work in rotational shifts
 
Any Graduation

KeyBank

Location: 
4900 Tiedeman Road, Brooklyn Ohio
 
KIS Trading & Advisory Operations Analyst
 The Trading & Advisory Operations Analyst for Key Investment Services LLC (“KIS”) serves as the primary point of contact for sales and service of KIS’s advisory products and also provides trade support for all market-traded products sold by KIS’s sales force, including fixed income, equities, mutual funds and UITs.The Analyst assists Private Client Advisors (PCAs) with advisory proposal generation, new account set-up, and maintenance and reporting on existing advisory business.The Analyst should have a comprehensive understanding of managed account programs as well as the various investment products utilized through the financial services industry and specifically, those sold by KIS.The Analyst will develop relationships with external managers and partners to ensure excellent sales support and service for KIS’s advisory accounts and fixed income products.
 
Essential Job Functions
 Serve as the primary point of contact for all trade-related questions & issues; including but not limited too support of order entry into trading platform for trades accepted by KIS Private Client Advisors (PCAs), Investment Associates and Senior Private Client Bankers (SPCBs).
 Assist PCAs with fixed income product offerings, proposals and ladder creation, and support of trade entry. Work with KIS’s clearing firm and external dealers for trade support and trade break resolution.
 Review, process and reconcile all trade errors, working with KIS Compliance, external auditors and regulators when necessary on reporting. Escalate trends in errors to management and/or KIS Compliance, as appropriate.
 Assist KIS PCAs with KIS’s advisory program, providing product expertise and sales support. Assist with proposal generation for client meetings. Develop relationships with KIS’s discretionary money managers to engage wholesalers and additional sales support when appropriate.
 Review all new advisory account paperwork for accuracy and completion, coordinate funding with KIS service teams and the clearing firm, and turn over accounts to the discretionary money managers for trading.
 Work with the discretionary money managers to submit service requests for all service requests, model & billing changes, and account terminations accepted by KIS licensed financial professionals
 Marginal Job Functions
 Communicate model and investment changes made by advisory program managers and strategists to KIS PCAs
 Perform a variety of monthly reporting tasks on advisory accounts
 Provide KIS Finance with billing data to ensure PCAs are paid timely and accurately for their advisory business.
 Develop and maintain desk-level procedures for all job functions
 Project and special work assignments, as designated by management
 
Required Skills
 3 – 5 years’ experience in brokerage operations and/or securities trading
 Prior experience with managed account sales and service
 Extensive knowledge of fixed income, equity, mutual fund, UIT and fee-based products
 Proven ability to work with a team and in a fast-paced environment
 Strong written and verbal communication
 Strong time-management skills
 Strong customer service & analytical skills
 
Preferred Skills
 Bachelor’s degree in business or related field
 FINRA Series 7 or SIE/7TO, 63/65 or 66, 24 and 53 licenses
 Prior experience using NetX360, Bloomberg
 
COMPENSATION AND BENEFITS
 This position is eligible to earn a base salary in the range of $51,000.00 - $78,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation subject to individual and company performance.
 Please click here for a list of benefits for which this position is eligible.
 
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
 
Job Posting Expiration Date: 02/28/2026
 
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
 Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
 
#LI-Remote

Trading & Advisory Ops Analyst

Primus Corporate Strategists

Job Description &ndash; Consulting AnalystCompany OverviewPrimus Corporate is a leading finance consulting firm headquartered in Cochin, committed to empowering business growth on a global scale. We provide comprehensive services including business advisory, startup support, legal and compliance consulting, and secretarial services. With a strong client portfolio, we are dedicated to delivering high-quality solutions that create tangible value and lasting impact.Experience: 2&ndash;4 yearsOpenings: 1&ndash;2 PositionsRole OverviewWe are looking for a Consulting Analyst to support business consulting and advisory projects through strong financial modeling, MIS reporting, and data-driven insights. This role is execution-heavy initially, with clear growth into a Consulting Lead position over 6&ndash;9 months.Key Responsibilities<ul><li>Prepare business and financial models including revenue, cost structures, and projections</li><li>Build and maintain dashboards and MIS reports (monthly, weekly, client-wise)</li><li>Support consulting engagements with data analysis, insights, and structured reports</li><li>Prepare client presentations, reports, and review decks</li><li>Coordinate with accounts, legal, and operations teams to collect and validate client data</li><li>Participate in client review calls and clearly explain financial numbers and insights</li><li>Track project progress, timelines, and deliverables; proactively flag risks and delays</li></ul>Must-Have Skills (Non-Negotiable)<ul><li>Strong proficiency in Excel / Google Sheets (advanced formulas, logical structuring)</li><li>Proven experience in MIS preparation and dashboard reporting</li><li>Good working knowledge of:</li><li>Profit &amp; Loss statements</li><li>Cash flow management</li><li>Budgeting and forecasting</li><li>Revenue models</li><li>Clear spoken communication skills with the ability to explain numbers to founders and senior stakeholders</li><li>Strong structured thinking and problem-solving skills (beyond data entry)</li></ul>Good to Have (Preferred Skills)<ul><li>Exposure to Power BI / Zoho Analytics</li><li>Prior experience in consulting, CA firms, or advisory roles</li><li>Experience in client-facing responsibilities</li></ul>Role Split<ul><li>70% Execution &ndash; Data preparation, MIS, models, reports</li><li>20% Analysis &ndash; Insights, trends, recommendations</li><li>10% Client Interaction &ndash; Calls, reviews, explanations (initial phase)</li></ul>Career GrowthThis role offers a clear progression path. Over 6&ndash;9 months, the Consulting Analyst can grow into a Consulting Lead, handling deeper analysis, client ownership, and strategic responsibilities.Job Type: Full-timeWork Location: In person

Consulting Analyst (Finance)

COMPA Industries

<div><h2 class="jobSectionHeader">Business Analyst Fellow Advisor &ndash; Project Controls &amp; Financial Advisory</h2>
COMPA Industries is searching for qualified candidates for a Business Analyst Fellow Advisor position supporting Savannah River Nuclear Solutions (SRNS) in Aiken, South Carolina.
Salary: $120/hr &ndash; $130/hr 
Location: Aiken, SC (Savannah River Site) &ndash; Onsite / Limited Telework as Approved 
Citizenship: US Citizenship Required 
Work Schedule: Full-time (up to 40 hours/week; may include part-time or telework as approved) 
Clearance: Ability to obtain and maintain a DOE &ldquo;Q&rdquo; security clearance
<h3 class="jobSectionHeader">?? Mandatory Experience Requirement &ndash; Read Before Applying</h3>
Candidates must meet all of the following non-negotiable requirements to be considered:
<ul><li>Minimum 20+ years of experience in project controls, financial analysis, planning &amp; scheduling, or related advisory roles
</li><li>Extensive experience providing strategic advisory support for highly complex projects or programs
</li><li>Demonstrated expertise in project baseline development, including schedules, WBS, and spend plans
</li><li>Proven leadership in project controls, financial analysis, and planning &amp; scheduling systems
</li><li>Experience advising senior and executive-level management within large, complex organizations
</li></ul>Applications that do not clearly demonstrate these qualifications will not be considered.
<h3 class="jobSectionHeader">Impact</h3>
The Business Analyst Fellow Advisor serves as a senior-most financial and project controls subject matter expert, providing strategic advisory leadership across SRNS programs. This role strengthens project execution, financial integrity, and decision-making for high-visibility DOE nuclear missions by guiding project controls organizations, mentoring senior analysts, and advising executive leadership on cost, schedule, and performance risk.
<h3 class="jobSectionHeader">Responsibilities and Duties</h3>
<ul><li>Provide strategic advisory support for highly complex Project Controls, Financial Analysis, and Planning &amp; Scheduling activities
</li><li>Develop, implement, and direct total project or program controls efforts across major work scopes
</li><li>Lead development of project baseline plans, milestone schedules, WBS structures, and spend plans
</li><li>Innovate advanced project control and financial analysis methodologies, including system enhancements
</li><li>Provide expert oversight of cost and schedule variance analysis and corrective action planning
</li><li>Maintain expert-level knowledge of SRNS Site Business Systems and recommend performance improvements
</li><li>Provide technical and administrative leadership, mentoring, and coaching to:
<ul><li>Project Controls Analysts
</li><li>Financial Analysts
</li><li>Planning &amp; Scheduling specialists
</li></ul></li><li>Develop and deliver advanced training programs in:
<ul><li>Project Controls
</li><li>Financial Controls
</li><li>Planning &amp; Scheduling systems and methodologies
</li></ul></li><li>Prepare and present complex financial and project performance information to senior and executive SRNS leadership
</li><li>Conduct highly complex, cross-disciplinary financial and technical analyses to support milestone achievement
</li><li>Perform risk analysis and provide advisory decision support for corrective actions and priority setting
</li><li>Act as a trusted business and financial advisor to project teams, senior management, and external stakeholders
</li></ul><h3 class="jobSectionHeader">Minimum Qualifications</h3>
<h4 class="jobSectionHeader">Education &amp; Experience (one of the following):</h4>
<ul><li>Master&rsquo;s degree in business, construction management, technical, or engineering discipline + 17 years of experience
</li><li>Bachelor&rsquo;s degree in a related discipline + 21 years of experience
</li><li>Associate degree + 23 years of experience
</li><li>High School Diploma + 24 years of relevant experience
</li></ul><h4 class="jobSectionHeader">Experience Requirements:</h4>
<ul><li>20+ years in project controls, financial analysis, or planning &amp; scheduling
</li><li>Expert proficiency with automated cost management, scheduling, estimating, and financial systems
</li><li>Extensive experience supporting complex, multi-project environments
</li><li>Demonstrated leadership, mentoring, and executive-level advisory experience
</li></ul><h3 class="jobSectionHeader">Security</h3>
<ul><li>Must be able to obtain and maintain a DOE &ldquo;Q&rdquo; security clearance
</li><li>Active clearance not required at time of hire
</li><li>Subcontractor must maintain active eFOCI registration and Facility Clearance
</li></ul><h3 class="jobSectionHeader">Desired Skills</h3>
<ul><li>Nuclear industry experience (DOE complex experience strongly preferred)
</li><li>Project controls, project management, and construction experience
</li><li>Earned Value Management System (EVMS) experience
</li><li>Executive-level presentation and communication skills
</li><li>Strong leadership, mentoring, and strategic advisory capabilities
</li></ul><h3 class="jobSectionHeader">Work Environment &amp; Travel</h3>
<ul><li>Onsite work expected; limited telework may be approved
</li><li>Travel required: Minimum one (1) week per month if non-local
</li><li>Local candidates expected to work onsite
</li><li>Estimated annual travel funding: $40,000 (if applicable)
</li></ul><h3 class="jobSectionHeader">Why Work at COMPA Industries?</h3>
At COMPA, we build careers&mdash;not just contracts. For over 30 years, COMPA has supported DOE and national security missions by delivering exceptional technical and advisory talent. We offer competitive compensation, a collaborative culture, and opportunities to make a direct impact on some of the nation&rsquo;s most critical nuclear programs.
COMPA is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration without regard to age, race, color, religion, sex, national origin, sexual orientation, disability, or protected Veteran status.
Note: COMPA&rsquo;s policy may disqualify applicants with certain criminal histories from specific positions.
#ZR #LI-Onsite</div>

Business Analyst Fellow Advisor

S N & Co.

S N &amp; Co. is a multidisciplinary firm specializing in business growth strategies, corporate finance, valuations, M&amp;A advisory, risk management, and business analytics. With a legacy of over 15 years, we combine the expertise of seasoned professionals with the energy of a 75+ member team, offering a unique blend of commercial and legal acumen.We are looking for a CA with 1-2 years of experience, who is enthusiastic to enter into the world of valuation and work as a Valuation &amp; Financial Modelling Analyst. The role involves conducting valuations for various purposes, building detailed financial models, and assisting in transaction advisory.Requirements:- Proficiency in Excel and financial analysis.- Excellent communication and analytical skills.Location: Borivali, MumbaiInterested candidate share CV at admin@snco.in &amp; contact on 9987848385Job Types: Full-time, Permanent, FresherPay: From ₹70,000.00 per monthWork Location: In person

Valuation & Financial Modelling Analyst

Clearstate

<div>
 
 
 Introduction of Clearstate
 
 
 
 Clearstate specializes in healthcare-focused market intelligence and strategic advisory services, assisting MedTech companies, biotechnology firms and healthcare service providers in identifying and leveraging market growth opportunities. Our data collection approach combines market research techniques, data processing and analytical frameworks.
 
 
 
 
 
 We are committed to delivering actionable strategies rooted in robust data analytics, built on the basis of market realities, empowering our clients to make informed decisions. Our mission is to provide credible, actionable and granular market insights globally, along with value-added advisory tailored to the MedTech sector.
 
 
 
 
 
 We are seeking highly motivated Analyst/ Senior Analyst to lead the development and delivery of market data solutions and custom research projects aligned with our business objectives.
 
 
 
 
 
 
 
 Key Responsibilities:
 
 
 
 
 
 
 
 
 Market Analysis, Tracker Development and Custom Project Delivery
 
 
 
 
 
 <ul>
 <li>
 Execute market analysis for multi-country global market tracker solutions focused on healthcare market data and insights
 </li>
 <li>
 Analyze datasets by deploying various analytic models, research methodologies (primary and secondary), quantitative tools and modeling techniques
 </li>
 <li>
 Perform secondary research to gather and validate data and insights
 </li>
 <li>
 Engage in in-depth discussions with external stakeholders to understand the market in the context of client&rsquo;s business objectives
 </li>
 <li>
 Utilize data insights to produce robust analyses and actionable conclusions
 </li>
 <li>
 Develop clear and compelling recommendations for clients based on findings
 </li>
 <li>
 Present findings confidently, clearly and concisely to clients and stakeholders
 </li>
 <li>
 
 For Senior Analysts:
 
 Manage projects and coordinate with teams to achieve client delivery goals within agreed timelines
 </li>
 <li>
 
 For Senior Analysts:
 
 Support client engagements and serve as a client contact when needed
 </li>
 </ul>
 
 
 
 
 
 Stakeholder Engagement
 
 
 
 
 
 <ul>
 <li>
 Work with external primary research partners to ensure research aligns with the specified design and meets quality standards
 </li>
 <li>
 Engage directly with clients to deliver data insights and findings, including presenting results and managing client stakeholders as needed
 </li>
 </ul>
 
 
 
 
 
 Mentoring (Senior Analyst only)
 
 
 
 
 
 <ul>
 <li>
 Mentor and guide junior analysts, ensuring that they meet performance goals and advance in their careers successfully
 </li>
 </ul>
</div>

Senior Analyst / Analyst

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