account manager, partner success specialist, financial services and investors

data analyst

business intelligence analyst Jobs in New York

business intelligence analyst

2026 cib analyst program Jobs in New York

2026 cib analyst program

account manager, partner success specialist, financial services and investors Jobs in New York

ai analyst

financial planning analysis analyst

CELINE

<div>
 CELINE is a fast-growing French and Leather-Goods Couture House that belongs to the LVMH Fashion group, which ambition is to become one of the most iconic luxury brands worldwide.
 <br/>
 <br/>
 To make this vision a reality we are looking for enthusiastic, passionate and agile personalities who are eager to evolve in a demanding environment.
 <br/>
 <br/>
 <strong>
  YOUR WORK ENVIRONMENT
  <br/>
  <br/>
 </strong>
 CELINE is seeking a motivated and detail oriented Financial Planning &amp; Analysis (FP&amp;A) Analyst to support the finance team in driving the company&rsquo;s performance.
 <br/>
 <br/>
 This role will assist in budgeting, forecasting, and financial reporting activities, contributing to meaningful insights that help guide business decisions.
 <br/>
 <br/>
 The ideal candidate is analytical, curious, and eager to learn about luxury retail operations in a dynamic environment.
 <br/>
 <br/>
 This position is based in New York City at 598 Madison Avenue, reporting to the FP&amp;A Manager.
 <br/>
 <br/>
 The role follows a hybrid schedule of four days in the office and one day remote.
 <br/>
 <br/>
 <strong>
  Your impact
 </strong>
 <br/>
 <br/>
 <ul>
  <li>
   Financial Close and Cost Control
  </li>
  <ul>
   <li>
    Support the monthly closing process in collaboration with the accounting team and the rest of the FP&amp;A team.
   </li>
   <li>
    Prepare journal entries and accruals (e.g., inventory, expenses, recurring expenses, etc.).
   </li>
   <li>
    Perform variance analysis between actuals, budget, and prior year to identify key drivers.
   </li>
   <li>
    Assist in preparing monthly financial deliverables including:
   </li>
   <ul>
    <li>
     P&amp;L by channel and store
    </li>
    <li>
     Balance sheet and cash flow reporting
    </li>
    <li>
     Cost center tracking and analysis
    </li>
   </ul>
  </ul>
  <li>
   Forecasting / budgeting
  </li>
  <ul>
   <li>
    Assist in the preparation of the annual budget and periodic reforecasts.
   </li>
   <li>
    Collect and consolidate data from departments to ensure accurate financial inputs.
   </li>
   <li>
    Maintain and update reports in the budgeting system.
   </li>
   <li>
    Support the creation of presentations and summaries for management review.
   </li>
  </ul>
  <li>
   Business partnership
  </li>
  <ul>
   <li>
    Collaborate with cross-functional teams (Retail, Merchandising, HR, etc.) to gather information and provide financial visibility.
   </li>
   <li>
    Help prepare performance reports and analysis for internal stakeholders.
   </li>
   <li>
    Contribute to identifying risks and opportunities through data-driven insights.
   </li>
  </ul>
  <li>
   Ad hoc analysis and Special projects
  </li>
  <ul>
   <li>
    Support financial analyses related to:
   </li>
   <ul>
    <li>
     Retail performance and productivity
    </li>
    <li>
     Investment tracking and benchmarking
    </li>
    <li>
     Store and channel profitability
    </li>
   </ul>
   <li>
    Assist in the calculation and validation of retail commissions.
   </li>
   <li>
    Participate in process improvement initiatives and financial tool enhancements.
   </li>
  </ul>
 </ul>
 <br/>
 <br/>
 <strong>
  Profile
  <br/>
  <br/>
 </strong>
 Keys for success Education: Bachelor's degree in finance required Experience: Required fluency in both spoken and written English. Knowledge of French a plus 0&ndash;2 years of experience in FP&amp;A, accounting, or similar finance functions. Retail Knowledge a plus. Advanced Excel skills and other MS software, including strong PowerPoint for presentation preparation required Preferred experience with ERP systems including JDE, Cegid and Dynamics. Organizational, analytical and interpersonal skills are a must Strong verbal and written communication skills Self-motivated to learn new concepts and oriented towards achieving results Must work well independently and in a team environment, and in a fast-paced organization Competencies: Superior organizational, communication and interpersonal skills. Detail oriented, highly organized Excellent written and verbal communication skills. Ability to interact with all levels of the organization including senior leadership and retail associates Languages: Fluent in English, French is a plus.
 <br/>
 <br/>
 <strong>
  Additional Information
  <br/>
  <br/>
 </strong>
 <strong>
  OUR COMMITMENT
  <br/>
  <br/>
 </strong>
 CELINE is an equal opportunity employer. We want to offer an inclusive environment of mutual respect where we welcome diversity and all our employees feel included, developed, and heard.
 <br/>
 <br/>
 We are committed to the prevention of all discrimination, providing equal opportunities to all applicants irrespective of gender, gender expression, disability, origin, background, religious beliefs or sexual orientation or any other basis protected by law.
 <br/>
 <br/>
 CELINE recruits and recognizes all types of talent and singularities.
 <br/>
 <br/>
 <em>
  The compensation for this position ranges from $80,000- $95,000 annually. The rate of pay offered will be dependent upon candidate&rsquo;s relevant skills and experience. In addition, there is a bonus opportunity, and a comprehensive benefits package including: medical, dental, vision, short and long-term disability, various paid time off programs, employee discount/perks, and a retirement plan with employer contribution
 </em>
</div>


FINANCIAL PLANNING & ANALYSIS ANALYST

Google

<div>Note: By applying to this position you will have an opportunity to share your preferred working location from the following: <b>Mountain View, CA, USA; New York, NY, USA</b>.<h3 class="jobSectionHeader"><b>
Minimum qualifications:</b></h3><ul>
<li>Bachelor's degree in Business, Finance, Economics, Statistics, or another quantitative field, or equivalent practical experience.</li>
<li>7 years of experience in financial planning and analysis (FP&amp;A), consulting, or a related function, or an advanced degree.</li></ul><br>
<h3 class="jobSectionHeader"><b>
Preferred qualifications:</b></h3><ul>
<li>Experience partnering with executive stakeholders, effectively communicating complex financial concepts, and influencing strategic business decisions through data-driven insights.</li>
<li><div><div>Experience working on teams that managed transformation projects.</div></div></li>
<li>Understanding of financial trends and ability to develop insightful analyses.</li>
<li>Excellent business judgment and the ability to motivate colleagues and effectively collaborate to influence senior leadership.</li>
<li>Excellent communication and partnership skills, with the ability to interact daily with senior leaders in GCS Ads Finance.</li>
</ul><div><h2 class="jobSectionHeader"><b>About the job</b></h2><p>
Financial Analysts ensure that Google makes sound financial decisions. As a Financial Analyst, your work, whether it's modeling business scenarios or tracking performance metrics, is used by our leaders to make strategic company decisions. Working on multiple projects at a time, you are focused on the details while finding creative ways to take on big picture challenges.<br>
<br>
As someone who knows the workings of the core Finance team inside and out, you'll lead individual projects to transform planning, tracking and control processes. You'll provide senior level management with insightful recommendations, planning and reporting support.</p>
<p>
In this role you will be responsible for providing critical financial insights, building robust models, and delivering data-driven solutions that empower strategic decision-making across Incentives Redesign and Specialism. You will also be instrumental in ensuring data integrity, fostering a culture of data excellence, and proactively partnering with executive stakeholders to drive business outcomes.</p><p>
The name Google came from &quot;googol,&quot; a mathematical term for the number 1 followed by 100 zeros. And nobody at Google loves big numbers like the Finance team when providing in depth analysis on all manner of strategic decisions across Google products. From developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and advisor to the business.</p><div>
The US base salary range for this full-time position is $137,000-$201,000 + bonus + equity + benefits. Our salary ranges are determined by role, level, and location. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Please note that the compensation details listed in US role postings reflect the base salary only, and do not include bonus, equity, or benefits. Learn more about benefits at Google.</div></div><div><h2 class="jobSectionHeader"><b>
Responsibilities</b></h2><ul>
<li>Generate business insights in collaboration with Revenue Strategy and Operations (RSO), Central Strategy and Operations (CSO) and regional sales and finance leads including quarterly cadence with the International Growth team.</li>
<li>Partner with revenue program teams to inform go-to-market changes and financial implications.</li>
<li>Partner with CSO to evaluate incentive redesign across sales teams and product areas.</li>
<li>Own management reporting and special projects and Incentive Redesign.</li>
</ul></div>Google is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. See also Google's EEO Policy and EEO is the Law. If you have a disability or special need that requires accommodation, please let us know by completing our Accommodations for Applicants form.</div>

Strategic Financial Analyst, Google Customer Solutions Programs

Lenox Advisors

<div>
 <p>
  PORTF014590_4
 </p>
 <p>
  <strong>
   Who We Are
  </strong>
 </p>
 <p>
  Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., an Aon Company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. NFP is a multiple Best Places to Work award winner in Business Insurance. We&rsquo;re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Job Summary
  </strong>
 </p>
 <p>
  The Portfolio Analyst will work closely with our Asset Managers and the SVP of Asset Management on client matters such as analyzing client&rsquo;s current portfolio, reviewing wealth management analyses, and making asset allocation recommendations. The Portfolio Analyst will contribute to liaison efforts between Portfolio Management Teams and our Asset Managers and associates in regards to overall asset allocation and market updates while performing due diligence on specific investment choices and vendors. One of the main purposes of this role is to give Asset Managers and Advisors (Relationship Managers) valuable analysis and insights into prospects and existing client portfolios in order to assist in pitches and reviews via our portfolio analysis and planning software. The analyst therefore plays a valuable role in indirectly gathering assets and maintaining healthy client relationships. They provide value to the client through their work in establishing appropriate asset allocations and identifying weaknesses and or strengths in their investment portfolios (whether they are invested with us or not). In addition, the Portfolio Analyst is the main point of contact for operationalizing our analysis and due diligence software while providing secondary coverage to managed and brokerage portfolio trades. This role requires keen attention to detail and must be comfortable speaking to internal and external clients. In this capacity, the analyst is responsible for trade execution and trade strategy. The role also requires maintaining and updating software and programs used by the asset management team.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Must live near one of the following Lenox offices:
 </p>
 <p>
  <br/>
 </p>
 <p>
  Pleasant Hill, CA
 </p>
 <p>
  Los Angeles, CA
 </p>
 <p>
  Stamford, CT
 </p>
 <p>
  Chicago, IL
 </p>
 <p>
  New York, NY
 </p>
 <p>
  Springfield, MA
 </p>
 <p>
  Hunt Valley, MD
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Job Accountabilities
  </strong>
 </p>
 <ul>
  <li>
   Participating member of the firm&rsquo;s Investment Committee
  </li>
  <li>
   Participating member of the firm&rsquo;s Annuity Committee
  </li>
  <li>
   Participating member of the firm&rsquo;s Complex Product Committee
  </li>
  <li>
   Contributing member of large (up to 150 participants) market update and training calls
  </li>
  <li>
   Analyzes performance, style, and risk measures for investment portfolios.
  </li>
  <li>
   Reviews client&rsquo;s account(s) and prepares portfolio reviews at the request of Relationship Managers and Asset Managers. This includes portfolio review, portfolio observation write-ups, reinvestment analysis to show before and after strategy implementation and Monte Carlo simulations.
  </li>
  <li>
   Recommends manager selections within managed accounts and variable annuities
  </li>
  <li>
   Evaluates client&rsquo;s outside accounts to make proper asset allocation recommendations
  </li>
  <li>
   Uses software tools to analyze clients&rsquo; outside accounts and current portfolio for proper allocation recommendations. Software tools include, Y:Charts, Right Capital, eMoney, Excel, Morningstar Annuity, Envestnet and Tamarac
  </li>
  <li>
   Fidelity Institutional Trading platforms (Wealthscape). Security, Debt &amp; Fund order entry
  </li>
  <li>
   Create &ldquo;portfolio observations&rdquo; for clients that bullet point questionable investment strategies within their overall portfolio and recommendations to better suit clients investment objective
  </li>
  <li>
   Performs due diligence on portfolio managers available within our broker/dealer to decide which will best fit the client&rsquo;s needs and documents all due diligence conversations of the IC
  </li>
  <li>
   Keeps abreast of current market conditions and changes through vendor conference calls and market outlooks
  </li>
  <li>
   Provides analysis of new and existing vendors and reviews possible software and technology enhancements
  </li>
  <li>
   Continuously maintain and update software in order that data consistently stays up to date with ever-changing market environments. Coordinate research and delivery of annual updates to capital market assumptions from Lenox Asset Management Committee and various external analyst desks, ensuring that data is then updated across platforms
  </li>
  <li>
   Assists Sr. Analysts, SVP of Asset Management, and Operations on special projects
  </li>
  <li>
   Act as one of the firm&rsquo;s lead traders for unmanaged full-service brokerage accounts, while consistently maintaining managed trading readiness
  </li>
  <li>
   Maintain and update strategic model portfolios in Right Capital, rooted in firm&rsquo;s capital market assumptions
  </li>
  <li>
   Provide ongoing support to newly developed investment and variable annuity solutions.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Job Competencies
  </strong>
 </p>
 <p>
  Required Knowledge
 </p>
 <ul>
  <li>
   Experienced with broad asset class categories such as equity, fixed income and alternative investments
  </li>
  <li>
   Experienced with broad range of investment vehicles: open and closed ended funds, private offerings, process and event driven alternatives, and separately managed accounts
  </li>
  <li>
   Knowledge of applicable industry regulation and practices and competitors
  </li>
  <li>
   Writing and delivering attribution analyses
  </li>
  <li>
   Ability to converse directly on capital markets and economic fundamentals
  </li>
  <li>
   Experienced with due diligence reviews of money manager solutions
  </li>
  <li>
   Variable annuity solutions and optional riders
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Required Skills/Abilities
  </strong>
 </p>
 <ul>
  <li>
   Advanced time management skills
  </li>
  <li>
   Understanding of the regulatory regime (SEC, FINRA, DOL, IRS) which covers the business enterprise
  </li>
  <li>
   Able to think strategically and ask probing questions with confidence
  </li>
  <li>
   Excellent listening, communication and presentation skills
  </li>
  <li>
   Documentation skills and note taking acumen
  </li>
  <li>
   Willingness to be mentored by multiple parties in leadership and client portfolio management
  </li>
  <li>
   Prior experience with portfolio accounting, order or trading, billing, compliance, reporting, performance or CRM systems
  </li>
  <li>
   Recommend improvements to systems that drive operational efficiencies
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  Required Behaviors/Attitudes
 </p>
 <ul>
  <li>
   Possess an intellectual curiosity about the capital markets and economy
  </li>
  <li>
   Fosters atmosphere of learning
  </li>
  <li>
   Possess an intellectual curiosity about the business
  </li>
  <li>
   High degree of organizational skills
  </li>
  <li>
   Understanding dependencies and project sequencing
  </li>
  <li>
   Results, delivery oriented
  </li>
  <li>
   Possesses a guardian instinct; protect the firm
  </li>
  <li>
   Communication is crisp, flat and often
  </li>
  <li>
   Team oriented; Demonstrates a service attitude
  </li>
  <li>
   Collaborative work style and commitment to get the job done
  </li>
  <li>
   Maintaining positive working environment
  </li>
  <li>
   Proactive; Self-Starter
  </li>
  <li>
   Demonstrates a service attitude
  </li>
  <li>
   Strives for Operational excellence
  </li>
  <li>
   Drive mindset that change is our competitive advantage
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Education/Experience/License Requirements:
  </strong>
 </p>
 <ul>
  <li>
   4-year college degree
  </li>
  <li>
   5 years of broad financial services background or general portfolio management experience
  </li>
  <li>
   Client facing communication a plus
  </li>
  <li>
   Series 7 required
  </li>
  <li>
   Series 66 preferred (will need to obtain)
  </li>
  <li>
   Life &amp; Health
  </li>
  <li>
   CFA, CFP or CIMA a plus
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   What We Offer:
  </strong>
 </p>
 <p>
  We're proud to offer a competitive salary, PTO &amp; paid holidays, 401(k) with match, exclusive discount programs, health &amp; wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
 </p>
 <p>
  The base salary range for this position is $85,000.00 &ndash; $117,000.00 The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   NFP and You... Better Together!
  </strong>
 </p>
 <p>
  <em>
   NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.
  </em>
 </p>
 <p>
 </p>
</div>


Portfolio Analyst

Sumitomo Mitsui Trust Bank Limited New York Branch

<div>
 <p>
  <u>
   This role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week.
  </u>
 </p>
 <p>
  <br/>
 </p>
 <p>
  This is an entry-level credit analyst role for Assistant Officer level candidates.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <u>
   About the Bank
  </u>
 </p>
 <p>
  <u>
   Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches.
  </u>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <u>
   Department Overview
  </u>
 </p>
 <p>
  The Americas Division (&ldquo;AD&rdquo;) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (&ldquo;SMTBNY&rdquo;) to perform corporate functions and supervise U.S. entities. Established under the AD are the &ldquo;Global Banking Unit (&ldquo;GBU&rdquo;), Americas Division&rdquo; and &ldquo;Global Markets Unit (&ldquo;GMU&rdquo;), Americas Division&rdquo; which performs business functions. The Specialty Finance Department (&ldquo;SFD&rdquo;) is responsible for originating, booking and monitoring credit facilities for both bilateral and syndicated loan transactions. SFD focuses on building and monitoring portfolio assets in 3 main product areas: Project Finance, Trade and Commodity Finance and Aviation.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <u>
   Your Role Overview:
  </u>
 </p>
 <p>
  Responsible for credit evaluation and deal maintenance for Trade &amp; Commodity Finance and Aviation. The analyst would be involved in all facets of this team&rsquo;s coverage, with a focus on underwriting and monitoring activities, with exposure to origination and structuring activities.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <u>
   Your Duties and Responsibilities
  </u>
 </p>
 <ol>
  <li>
   Reviews potential assets in assigned products/industries, prepares detailed credit memos and credit applications and makes investment recommendations, based upon a comprehensive financial and qualitative analysis.
  </li>
  <li>
   Ensures compliance with applicable investment guidelines and directives from Head Office and Branch Management.
  </li>
  <li>
   Monitors assigned assets/products/industries to maintain credit quality through asset/product/industry appropriate measures, i.e., financial analysis and trends, cross-sectional analysis, cashflow analysis and market value/liquidity.
  </li>
  <li>
   Prepares all applications and reports and makes recommendations on all amendments, refinancings and other ongoing activities.
  </li>
  <li>
   Responsible for all Head Office and Branch monitoring and reporting requirements, including rating review, business review of documentation, regulatory review, booking and financial and portfolio review requirements, with support from Operations Analyst as designated.
  </li>
  <li>
   May support deal structuring activities.
  </li>
  <li>
   Performs other duties and responsibilities as assigned by management.
  </li>
 </ol>
 <p>
  <br/>
 </p>
 <p>
  <u>
   Your Qualifications:
  </u>
 </p>
 <ol>
  <li>
   Bachelor&rsquo;s degree in Finance or Economics or equivalent with 0-2 years related experience.
  </li>
  <li>
   Good knowledge of finance and basic accounting.
  </li>
  <li>
   Good knowledge of commonly used research resources, including Bloomberg, EDGAR, and rating agencies.
  </li>
  <li>
   Basic knowledge of corporate finance transactions.
  </li>
  <li>
   Basic knowledge of loan markets.
  </li>
  <li>
   Proficient in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access) and some modeling capabilities.
  </li>
  <li>
   Excellent oral and written communication skills.
  </li>
 </ol>
 <p>
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <u>
   Why you should join SuMi Trust:
  </u>
 </p>
 <p>
  <u>
   SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion.
  </u>
 </p>
 <ul>
  <li>
   <u>
    The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance.
   </u>
  </li>
  <li>
   <u>
    We offer many socialization opportunities for wellness, financial wellbeing, runs/walks, team building, happy hours, and activities to support the Sustainable Developmental Goals.
   </u>
  </li>
 </ul>
 <p>
  Check out our LinkedIn for our employee experience: https://www.linkedin.com/company/smtbny
 </p>
 <p>
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <p>
  We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application
 </p>
 <p>
  <br/>
 </p>
</div>


Credit Analyst - Specialty Finance

NASDAQ

<div>Nasdaq is looking for a Financial Planning Senior Analyst to join the Capital Access Platforms Market Data team within the growing business unit in New York. The FP&amp;A role drives the planning processes for the unit including annual budgets, monthly forecasts, monthly actuals, headcount management, reporting, and analytics. This position is a key member of the Finance team which works very closely with the business unit leadership on a regular basis.<br>
<br>
The ideal candidate will play a crucial role in supporting our business leads by providing insightful financial analysis and contributing to business decision-making and capital allocation. This role offers an exciting opportunity to work closely with various departments and make a significant impact on our financial strategies for a key Nasdaq business unit.<div></div><div><div>
What you will do</div></div><div><ul><li><div>
Collaborate with business leads to inform budget-setting and ongoing forecasts, aligned with the company's revenue goals.</div></li></ul></div><div><ul><li><div>
Participate in meetings with business leads to gather insights and provide financial guidance.</div></li></ul></div><div><ul><li><div>
Record accurate transactions during month-end close procedures.</div></li></ul></div><div><ul><li><div>
Provide variance commentary between actuals and forecasts, identifying key drivers and trends.</div></li></ul></div><div><ul><li><div>
Assist in the development and maintenance of financial models to support strategic decision-making and capital allocation.</div></li></ul></div><div><ul><li><div>
Prepare and present financial reports, insights, and analysis to senior management.</div></li></ul></div><div><ul><li><div>
Continuously improve financial processes and systems to enhance efficiency and accuracy.</div></li></ul></div><div><div><br>
What we expect</div></div><div><ul><li><div>
Bachelor&rsquo;s degree in Finance or Accounting or related field</div></li></ul></div><div><ul><li><div>
2-5 years of experience in a financial environment applying analytical and problem-solving skills</div></li></ul></div><div><ul><li><div>
Solid understanding of financial planning business processes and budgeting</div></li></ul></div><div><ul><li><div>
High proficiency in utilizing Workday, OneStream, MS Excel, and PowerPoint</div></li></ul></div><div><ul><li><div>
Ability to work with large sets of data to spot trends and anomalies, understand the details while being able to tell the big picture story.</div></li></ul></div><div><ul><li><div>
Keen attention to details.</div></li></ul></div><div><ul><li><div>
Ability to handle multiple simultaneous projects and meet tight deadlines; have an ability to remain calm under pressure and in the face of uncertainty.</div></li></ul></div><div><ul><li><div>
Must be proactive, resourceful, and demonstrate intellectual curiosity.</div></li></ul></div><div><ul><li><div>
Demonstrated ability to work in a fast-paced environment.</div></li></ul></div><div></div><div><div><br>
Here, we&rsquo;re committed to building a more diverse and inclusive workforce. Not only is it our responsibility to do better, but we also need representative voices to power the fresh thinking that is vital for our business and our clients.</div></div><div></div><div><i>
This position will</i><i> </i><i>be located in</i><i> </i><i>New York and offers the opportunity for a hybrid work environment at least 3 days a week in-office, subject to change, providing flexibility and accessibility for qualified candidates.</i>
</div><div></div><div>Come as You Are</div><div></div><div>
Nasdaq is an equal opportunity employer. We positively encourage applications from suitably qualified and eligible candidates regardless of age, color, disability, national origin, ancestry, race, religion, gender, sexual orientation, gender identity and/or expression, veteran status, genetic information, or any other status protected by applicable law.</div><div></div><div>
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request an accommodation.</div><div></div><div>
What We Offer</div><div></div><div>
We&rsquo;re proud to offer a competitive rewards package that is meaningful, recognizes the unique needs of our employees and their families and incentivizes employees for their contribution to Nasdaq&rsquo;s overall success.</div><div></div>
The base pay range for this role is $79,000 - $138,000. In addition to base salary, Nasdaq provides a generous annual bonus/commission (short-term incentive), and equity (long-term incentive), comprehensive benefits, and opportunity for growth. Exact compensation may vary based on several job-related factors that are unique to each candidate, including but not limited to: skill set, experience, education/training, business needs and market demands.<div></div><div>
Nasdaq&rsquo;s programs and rewards are intended to allow our employees to:</div><ul><li>
Secure Wealth: 401(k) program with 6% employer match, Employee Stock Purchase Program with 15% discount, Student loan repayment program up to $10k, Company paid life and disability plans, Generous paid time off</li><li>
Prioritize Health: Comprehensive medical, dental and vision coverage, Health spending account with employer contribution, Paid flex days to support mental wellbeing, Gym membership discounts</li><li>
Care for Family: Hybrid home/office schedule (for most positions), Paid parental leave, Fertility benefits, Paid bereavement leave</li><li>
Connect with Community: Company gift matching program, Employee resource groups, Paid volunteer days</li><li>
Grow Career: Education Assistance Program, Robust job skills training and Professional development opportunities</li></ul><div></div><div>
For more information, visit <div>Nasdaq Benefits &amp; Rewards Career page</div>.</div></div>

Senior Analyst, Finance

Municipal Credit Union

<div><p><b>About MCU:</b></p><p>
At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now comprised of over 600,000 individuals. With each new generation we have the pleasure of interacting with, we maintain the credit union promise of people helping people.</p><p><b>
Our Mission:</b></p><p>
To help hard-working New Yorkers build better tomorrows</p><p><b>
Our Vision:</b></p><p>
Be New York's most loved financial institution by helping our members build their best financial futures</p><p><b>
Overview: </b>The Senior Financial Analyst is a key member of the Finance team and will be responsible for forecasting, data analytics, and financial analysis.</p><p><b>
Responsibilities</b>:</p><p><i>
Treasury and Asset Liability Management</i></p><ul><li>
Maintain and update assumptions to be used in the ALM models maintained by third party advisory firms.</li><li>
Support the development and execution of stress testing scenarios to assess the credit union&rsquo;s resilience to adverse economic conditions and regulatory requirements.</li><li>
Establish and maintain working relationships with third party advisory firms engaged by MCU in support of ALM and Investment strategies. Oversee the preparation of ALM analytics prepared by third party advisory firms.</li></ul><p><i>
Financial Analysis, Budgeting, Forecasting and Reporting</i></p><ul><li>
Participate in the monthly, quarterly, and annual forecasting process to ensure both the timeliness and accuracy of reporting.</li><li>
Serve as the subject matter expert on all planning and budgeting software tools used by the department (ProfitStars, Deposits360, Liquidity360, Deposit Dynamics pricing model, nCino loan analytics)</li><li>
Must be adept at developing ad hoc complex models in Excel when third party models cannot be used.</li><li>
Review and ensure application of appropriate internal controls, compliance and financial procedures.</li><li>
Monitor key financial metrics and performance indicators, analyzing trends and identifying areas for improvement or risk mitigation.</li><li>
Collaborate with the Accounting team during the monthly close process by providing monthly margin analysis, rate volume analysis, ensuring reported results are fairly and accurately reported.</li><li>
Responsible for preparing monthly reporting and analyses for management and board reporting, as well as all ALCO reports.</li><li>
Provide all deliverables in accordance with prescribed timelines.</li></ul><p><i>
Other Responsibilities</i></p><ul><li>
Perform the decision support analysis for purchases of investments and loan participations</li><li>
Oversee pricing strategies for loan and deposit products. Maintain pricing models, analyze market trends, interest rates and competitor offerings to determine competitive and profitable pricing structures.</li><li>
Support finance involvement in internal, external and regulatory examinations</li><li>
Performs other related duties as assigned.</li></ul><p><b>
Requirements</b>:</p><p><i>
Education:</i></p><ul><li>
Bachelor's degree in Finance, Accounting, or a related field; MBA or CPA preferred.</li></ul><p><i>
Experience:</i></p><ul><li>
5+ years of progressive experience in finance.</li><li>
A minimum of 2 years in a finance position at a similarly sized bank or credit union.</li><li>
Knowledge/Aptitude:</li><li>
In-depth knowledge of asset liability management principles, planning systems, and stress testing methodologies.</li><li>
Understanding of the economy and interest rate markets.</li><li>
Strong understanding of bank accounting concepts and GAAP, with the ability to interpret and apply regulatory guidelines effectively.</li><li>
Excellent analytical skills and attention to detail, with the ability to analyze complex financial data and draw actionable insights.</li><li>
Adept at driving results in a collaborative environment.</li><li>
Exceptional communication and interpersonal skills, with the ability to articulate financial concepts to diverse audiences and influence decision-making processes.</li><li>
Strategic mindset and forward-thinking approach, with the ability to anticipate challenges and develop proactive solutions.</li></ul><p><b>
Why you'll be a good fit:</b></p><p>
Our Core Values are an integral part of who we are and who we hire. By living our Core Values, every day, we continue to attract the best and brightest talent, achieve unsurpassed results and continuously challenge ourselves to be better than yesterday. These values are at the heart of our organization and within every teammate. To be a great fit, you&rsquo;ll bring the following</p><p><b>
Results</b> - We are passionate about winning.</p><p><b>
Agility</b> - We proactively anticipate, respond and pivot to ensure MCU wins.</p><p><b>
Integrity </b>- We operate with the highest ethical standards and highest degree of honesty.</p><p><b>
Belonging </b>- We cultivate a culture of inclusion and teamwork.</p><p><b>
Ownership </b>- We take personal responsibility and hold ourselves accountable for the results.</p><p></p><p><b><br>
What we can offer you:</b></p><p>
Competitive compensation, medical and dental benefits.</p><p>
401K with employer match</p><p>
Flexible paid time off</p><p>
Please note that the pay range provided is a good faith estimate for the position at the time of posting. Final compensation may vary based on factors including, but not limited to knowledge, skills and abilities, as well as geographic location. Incentives and/or benefits packages may vary depending on the position.</p><p></p><p><br>
Municipal Credit Union (MCU) is an Equal Opportunity Employer. Municipal Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type 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 applicable federal, state or local laws.</p><p>
We are committed to hiring, training, cultivating, promoting, and celebrating an environment where we have a welcoming and fulfilling place for all people to call home. Diversity of race, thought, sexual orientation, age, veteran status, religion, and disability will empower us to thrive as individuals, as teams, and as an organization.</p></div>

Senior Financial Analyst, FP&A

JPMorganChase

<div>
 <strong>
  Description
  <br/>
  <br/>
 </strong>
 <strong>
  JOB DESCRIPTION
  <br/>
  <br/>
 </strong>
 Duties: Elevate and monitor channel performance KPIs, transforming customer data into profound, actionable insights that are communicated to the senior CCB leadership, aiming to revolutionize the email marketing channel strategy. Harness unparalleled expertise in advanced analytics techniques and leverage business-critical data capabilities, including marketing attribution, valuation of customer engagement, and tracking cross-channel marketing interactions for each customer. Cultivate a comprehensive understanding of the email channel, juxtaposing it with other channels to unearth potential synergies and assess impacts on other owned media channels. Deliver compelling reports on campaign performance to strategically allocate resources towards initiatives with the highest potential. Pinpoint areas ripe for enhancement in email version id-level performance and deliver strategic optimization recommendations to marketers and channel management. Propel a more personalized communication strategy, empowered by the development of superior targeting and streamlined customer journeys. Conduct opportunity assessments, encompassing audience sizing, revenue estimation, and customer experience enhancements, in collaboration with line of business and product analytics teams. Uncover opportunities to enrich the digital user experience by analyzing customer behavior. Engage closely with the data technology team to identify and bridge gaps in the data capture strategy, collaboratively implementing enhancements. Partner with other teams to design robust tests, interpret results, and translate findings into a program's impact on the company. Prepare comprehensive final documents and present these impactful results to senior management, driving the organization towards unprecedented success.
 <br/>
 <br/>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 Minimum education and experience required: Master's degree in Business Analytics &amp; Information Systems, Computer Science or related field of study plus 2 years of experience in the job offered or as Quant Analytics, Business Intelligence Analyst, Data Analyst, Systems Engineer, or related occupation. The employer will alternatively accept a Bachelor's degree in Business Analytics &amp; Information Systems, Computer Science or related field of study plus 4 years of experience in the job offered or as Quant Analytics, Business Intelligence Analyst, Data Analyst, Systems Engineer, or related occupation.
 <br/>
 <br/>
 Skills Required: This position requires 2 (Two) years of experience with the following: Managing target setting and developing tracking to monitor key performance indicators; Translating quantitative information into actionable insights using SQL, Tableau, and Excel; Designing and developing interactive Excel and PPT reports using VLOOKUP, index match, data analysis add-ons, Pivots, VBA and Macros; Developing and maintaining dynamic and interactive dashboards using Tableau or Power BI; Extracting, transforming and loading data, normalizing data, ensuring data quality and query optimization; Automating the production of recurring-reports and dashboards using SQL or Alteryx server; Performing data manipulation, data structuring, data design flow and query optimization; Performing data extraction and restructuring data using programming language such as SQL, R, or Python to address analytical questions; Performing exploratory data analysis within enterprise databases of Terabytes in size to extract, clean, transform, and prepare data; Performing data ingestion, data transformation, and query optimization in Data platforms or databases such as Teradata, Oracle, PostGreSQL or Snowflake.
 <br/>
 <br/>
 Job Location: 450 W 33rd St, New York, NY 10001.
 <br/>
 <br/>
 Full-Time. Salary: $140,000.00 - $205,000.00 per year.
 <br/>
 <br/>
 <strong>
  About Us
  <br/>
  <br/>
 </strong>
 Chase is a leading financial services firm, helping nearly half of America&rsquo;s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
 <br/>
 <br/>
 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.
 <br/>
 <br/>
 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.
 <br/>
 <br/>
 Equal Opportunity Employer/Disability/Veterans
 <br/>
 <br/>
 <strong>
  About The Team
  <br/>
  <br/>
 </strong>
 Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We&rsquo;re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.
</div>


Quant Analytics [Multiple Positions Available]

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