financial services analyst

First Financial Credit Union

<div>Description:

Summary
The Digital Banking Analyst is responsible for leveraging technology and data to improve member experience, increase operational efficiency, and drive growth for the organization through its Digital Banking platforms. The Digital Banking Analyst will act as a primary liaison between business teams, technical staff, service providers and senior management to implement and support Digital Banking operations. This role requires a combination of technical skills, data analysis capabilities, marketing acumen and an understanding of the financial services and banking industry.
Essential Functions
20% 1. Member Support and Issue Resolution &ndash; Serve as subject matter expert for digital banking platforms. Oversee member issues and resolution efforts including trending of reported issues, time to resolve, and root cause analysis. Provide second-level support to members when required and offer guidance to first level support staff who encounter problems or have questions.
15% 2. Data Analysis and Analytics &ndash; Analyze member data and transactions to identify trends, preferences, needs and areas for improvement. Utilize data driven observations to make informed decisions concerning digital banking offerings and potential digital marketing and member engagement campaigns.
15% 3. Digital Member Engagement and Marketing &ndash; Utilize digital banking technologies to conduct member engagement campaigns to strengthen member connections to the credit union and to provide financial service and product offerings relevant to specific member needs and circumstances.
10% 4. Vendor and Technology Management &ndash; Collaborate with technology vendors and internal teams to maintain and update digital banking platforms and infrastructure. Work in partnership with cross-functional teams to select and implement new digital banking products and services. This includes evaluating third-party vendors and technology solutions and selecting and integrating software or services that align with credit union goals and objectives.
10% 5. Performance Analysis - Track the performance of digital banking products and services through metrics in areas such as incident management, engagement, member satisfaction, conversion rates, and transaction volumes. Identifying areas of improvement and make data-driven recommendations. Generate reports and dashboards to track key performance indicators (KPIs) related to digital banking services. Presenting findings to management and other stakeholders.
10% 6. Market Research and Continuous Improvement &ndash; Monitor industry trends and competitive offerings to stay up to date with the latest advancements in digital banking technology and services. Continuously seek opportunities to enhance digital banking offerings by identifying areas of improvement, optimizing processes, and staying updated on emerging technologies. Organize and facilitate member focus groups and surveys to collect member feedback.
10% 7. Training and Documentation &ndash; Create training materials and documentation for members and internal staff to ensure they can effectively use digital banking products and services.
Non-essential Functions
10% 1. Perform any other duties as requested by the Digital Banking Manager or other team members. Embody CU&rsquo;s mission, vision, and core values. Abide by First Financials policies, procedures and standards.
Expectations
1. Perform essential functions of the position, special projects and other work assignments within timeframes and quality standards established by the Chief Information Officer.
2. Possess the ability to work independently within deadlines and manage multiple tasks and projects.
3. Must demonstrate good analytical/problem solving, verbal and written communication skills.
4. Must be able to multi-task and be a team player and have good time management and prioritization skills.
Requirements:

Qualifications
Education: Bachelor&rsquo;s degree in related technical or business area or 5 years directly related experience.
Experience: Minimum of 2 years experience as a digital banking analyst or related position in the financial services industry, preferably with Credit Union experience.
Knowledge, Skills, Abilities: Must have good working knowledge and understanding of the technologies and concepts supporting the essential functions of the position listed above. Must be able to lift up to 50 lbs. Normal office conditions, but hours &amp; days worked must be flexible based on needs of position; highly concentrated mental &amp; visual alertness, majority of day may be spent sitting, typing &amp; reading computer screen for extended periods, frequent up/down activity, position involves a great deal of physical activity involved w/ maintaining &amp; working on computers.</div>

Digital Banking Analyst

TAWANTECH

<div>
 We are looking for a
 
 Business Analyst / PMO Analyst
 
 to support strategy-driven and transformation-focused initiatives within the banking or financial services sector. This role is not a traditional IT implementation or operational support position; instead, it focuses on
 
 strategy, analytics, transformation, governance, and commercial optimization
 
 .
 
 
 The ideal candidate will have strong coordination, reporting, and documentation skills, with exposure to banking and/or consulting environments, and the ability to work closely with senior stakeholders in a client-facing role.
 
 
 
 Requirements
 
 
 
 <ul>
 <li>
 2-5 years of experience in a Business Analyst, PMO Analyst, or similar role.
 </li>
 <li>
 Experience within banking or financial services is highly preferred.
 </li>
 <li>
 Consulting background is strongly preferred.
 </li>
 <li>
 Strong skills in coordination, reporting, governance, and documentation.
 </li>
 <li>
 Ability to work in structured, fast-paced, and client-facing environments.
 </li>
 <li>
 Strong analytical and problem-solving skills.
 
 
 </li>
 </ul>
 
 Skills &amp; Competencies
 
 
 
 <ul>
 <li>
 Excellent communication skills in Arabic and English (verbal and written).
 </li>
 <li>
 Strong stakeholder management and coordination capabilities.
 </li>
 <li>
 High attention to detail with the ability to synthesize information clearly.
 </li>
 <li>
 Proficiency in preparing reports, presentations, and dashboards (PowerPoint, Excel, etc.).
 </li>
 <li>
 Comfortable supporting workshops and interacting with senior stakeholders.
 </li>
 </ul>
</div>

Business Analyst / PMO Analyst

ActiveSoft, Inc

<div>
 
 Role: Business Analyst (banking/financial services/insurance)
 
 
 
 Duration:
 
 6 to 12 months (Contract to hire)
 
 
 
 This role is 100% onsite in downtown Cincinnati (45202).
 
 
 
 
 
 
 Note:
 
 
 We need a tried-and-true business analyst.
 
 
 They are WATERFALL but like people who can navigate between agile and waterfall.
 
 
 Someone from a banking/financial services/insurance background is ideal, but they are very open to any and all industries.
 
 
 
 
 
 Time Allocation
 
 
 &bull; 50% Requirements Gathering &amp; Documentation
 
 
 &bull; 25% User Stories &amp; Sprint Support
 
 
 &bull; 25% Research, Testing &amp; Defect Remediation
 
 
 Required Qualifications
 
 
 &bull; 10+ years of professional experience working as a Business Analyst
 
 
 &bull; Experience gathering and documenting business requirements in Agile environments
 
 
 &bull; Strong experience creating user stories and supporting sprint-based development teams
 
 
 &bull; Excellent written and verbal communication skills
 
 
 &bull; Ability to facilitate meetings and work effectively with both technical and non-technical stakeholders
 
 
 &bull; Strong documentation skills and attention to detail
 
 
 &bull; Self-starter who demonstrates initiative, flexibility, and transparency
 
 
 &bull; Technical aptitude with the ability to understand system integrations, data flows, and technical concepts
 
 
 
</div>

Business Analyst (banking/financial services/insurance) - Mason, Ohio (Onsite)

Constellation Energy

<div>Overview:

WHO WE ARE
As the nation's largest producer of clean, carbon-free energy, Constellation is focused on our purpose: accelerating the transition to a carbon-free future. We have been the leader in clean energy production for more than a decade, and we are cultivating a workplace where our employees can grow, thrive, and contribute.
 
 
Our culture and employee experience make it clear: We are powered by passion and purpose. Together, we're creating healthier communities and a cleaner planet, and our people are the driving force behind our success. At Constellation, you can build a fulfilling career with opportunities to learn, grow and make an impact. By doing our best work and meeting new challenges, we can accomplish great things and help fight climate change. Join us to lead the clean energy future. 
TOTAL REWARDS
Constellation offers a wide range of benefits and rewards to help our employees thrive professionally and personally. We provide competitive compensation and benefits that support both employees and their families, helping them prepare for the future. In addition to highly competitive salaries, we offer a bonus program, 401(k) with company match, employee stock purchase program; comprehensive medical, dental and vision benefits, including a robust wellness program; paid time off for vacation, holidays, and sick days; and much more. 
PLEASE NOTE: This position can be filled at either the Senior Financial Analys or Financial Analyst level. Please see below for position details, qualifications, and compensation 
Senior Financial Analyst - expected salary range of $97,200 to $108,000, varies based on experience, along with comprehensive benefits package that includes bonus and 401(k). 
Financial Analyst - expected salary range of $78,300 to $87,000, varies based on experience, along with comprehensive benefits package that includes bonus and 401(k).
Responsibilities:

SENIOR FINANCIAL ANALYST - PRIMARY PURPOSE OF POSITION
The Sr. Financial Analyst has the lead day-to-day responsibility for managing and controlling O&amp;M and capital costs. This role will support accurate planning, reporting and analysis of operations. This position entails increased scope and complexity including fleet wide special projects. Must be able to fulfill ad hoc requests from various internal and external sources to support decision-making and provide necessary insight to executives, managers, department heads and line personnel. Individual must be flexible, proactive and able to work with ambiguity. Individual must be able to commit to the time requirements of this position, which may demand extended hours as required. 
FINANCIAL ANALYST - PRIMARY PURPOSE OF POSITION<div><div><div><div>
Actively participates in the accurate planning, reporting and analysis functions. This position will also be utilized to adequately fulfill ad hoc requests from various internal and external sources to support decision-making. This includes providing direct input and support to directors, department heads, and line personnel in assigned area.</div></div></div></div> 
SENIOR FINANCIAL ANALYST - PRIMARY DUTIES AND ACCOUNTABILITIES<ul><li>
Provide financial analysis and reporting for management on major capital and O&amp;M cost drivers. Work with personnel to control and manage costs. Forecast performance against goals, plans and budgets. Bring a financial perspective to daily operations. Prepare and review month-end, quarterly and full-year forecast/reports up to and including: executive reporting packages, monthly financial close packages, quarterly management meeting presentations</li><li>
Lead each monthly financial closing (pre and post close work), providing all required reporting to corporate center and site management. Ensure proper accounting treatment is followed and monitor adherence to corporate policies and procedures. Prepare various periodic reports to communicate performance in areas such as contracted services, overtime and other.</li><li>
Develop the long-range financial plan.</li><li>
Review and process Capital and other Project Request proposals. Monitor and report on Project spend.</li><li>
Perform cost reporting - planning &amp; tracking</li><li>
Perform periodic Ad-hoc reporting and analyses.</li><li>
Work with Manger to develop and oversee the work product of more junior financial analysts in the group and provide training and guidance as required. Perform complex special projects at the request of Management.</li></ul> 
FINANCIAL ANALYST - PRIMARY DUTIES AND ACCOUNTABILITIES<ul><li>
Prepare the month-end, quarterly and full-year forecast/reports, including: reporting packages (Executives, Internal, other business units), monthly financial close package, monthly scorecard and financial performance indicators, quarterly management meeting presentation, Board of Directors meeting presentation, ensuring that capital and EBIT forecasts are properly reflected in planning tools. And working with financial system team to mitigate/resolve forecasting and planning concerns</li><li>
Assist in preparation of various reports and data requests and answers ad-hoc requests for internal and external reporting customers. Routinely communicate actual performance compared to budget/plan/goals</li><li>
Functioning as a member of Exelon finance Team with responsibilities for ensuring a financial perspective is brought to daily operations, proper classification (O&amp;M vs Capital) and treatment is followed, and compliance with all managerial policies.</li><li>
Liaison to business units to ensure efficiency and effectiveness of information exchange</li><li>
Participates in the annual budgeting process and assist in updating long-range and budget planning models.</li></ul> 
SENIOR FINANCIAL ANALYST - MINIMUM QUALIFICATIONS<ul><li>
4 year degree in a business-related field with 5 to 8 years business-related experience and demonstrated success in finance or business operations.</li><li>
Effective financial analysis skills, combined with effective written and verbal communication skills.</li><li>
Exposure to accounting principles, financial metrics and financial statement relationships</li><li>
Working knowledge of Business Operations &amp; industry practices.</li><li>
Thorough computer-base analytical skill (e.g. Access, Excel, Power Point, database management)</li></ul>
FINANCIAL ANALYST - MINIMUM QUALIFICATIONS<ul><li>
4-year degree in financial related field and 2 to 5 years relevant experience.</li><li>
Analytical understanding of finance and accounting</li><li>
Effective written skills</li><li>
Thorough computer base analytical skills (Microsoft Office)</li></ul>
Qualifications:
<div>
SENIOR FINANCIAL ANALYST - PREFERRED QUALIFICATIONS</div><ul><li>
MBA/CPA</li><li>
Expertise in PeopleSoft and financial systems</li></ul><div>
FINANCIAL ANALYST - PREFERRED QUALIFICATIONS</div><ul><li>
MBA/CPA</li></ul></div>

Senior Financial Analyst

Cawley & Bergmann, LLC.

<div><h1 class="jobSectionHeader">Mid-Level Data Analyst</h1>
Collections AnalyticsData Management
Newark, NJ or Jacksonville, FL Full-Time | On-Site<h2 class="jobSectionHeader">
About National Recovery Associates</h2>
National Recovery Associates (NRA) is a nationally recognized accounts receivable management company specializing in consumer collections, legal recovery, judgment enforcement, portfolio management, and recovery analytics.
We use data to drive collection strategy, improve operational performance, and maximize portfolio results.<h2 class="jobSectionHeader">
Important Requirement</h2>
This is not a general Data Analyst position.
To be considered, candidates must have at least 2 years of experience supporting collections, recovery operations, debt buying, legal collections, or financial services.
Candidates without collections-related experience are unlikely to be successful in this role.<h2 class="jobSectionHeader">
What You'll Do</h2><ul><li>
Analyze collector, team, and portfolio performance</li><li>
Monitor liquidation rates, recovery trends, and KPIs</li><li>
Build reports, dashboards, and scorecards</li><li>
Manage data imports, exports, and portfolio files</li><li>
Perform data validation and reconciliation</li><li>
Support inventory strategy and operational reporting</li><li>
Identify opportunities to improve recovery performance</li></ul><h2 class="jobSectionHeader">
Required Experience</h2>
Consumer Collections
Debt Buying
Recovery Operations
Legal Collections
Call Center Operations
Financial Services<h2 class="jobSectionHeader">
Technical Skills</h2><ul><li>
SQL</li><li>
Power BI</li><li>
Advanced Excel</li><li>
Data ImportsExports</li><li>
ETL Processes</li><li>
Data Validation</li></ul><h2 class="jobSectionHeader">
What We're Looking For</h2><ul><li>
Strong analytical and problem-solving skills</li><li>
Experience supporting collections operations</li><li>
Ability to turn data into actionable business recommendations</li><li>
Strong attention to detail and data accuracy</li><li>
Ability to work independently in a fast-paced environment</li></ul><h2 class="jobSectionHeader">
Why Join NRA?</h2><ul><li>
Work directly with Executive Leadership</li><li>
Support high-impact collections and recovery initiatives</li><li>
Influence operational strategy and business decisions</li><li>
Growth opportunity into a Senior Data Analyst role</li><li>
Competitive compensation and benefits</li></ul>
If you have a collections background and know how to use data to improve performance, we'd love to hear from you.</div>

Mid-Level Data Analyst

National Recovery Associates

Data Analyst – Collections & Recovery Operations

4P Consulting Inc.

<div><div>Financial Analyst II &ndash; IT / Cybersecurity Business Operations
Location: Remote (Candidates from Alabama or Georgia Preferred).
 
Client- Southern Company Services.
 
Contract- 1 Year
<h2 class="jobSectionHeader">Job Summary
</h2>We are seeking a detail-oriented Financial Analyst II to support financial operations, budget tracking, procurement coordination, reporting, and administrative financial processes within a Cybersecurity Organization.
This role will provide staff augmentation support to the lead financial analyst and assist with budget activities, spend tracking, purchase order workflows, vendor coordination, financial reporting, accruals, prepaid account monitoring, and day-to-day financial operations.
The ideal candidate will have experience supporting budget management, financial planning and analysis, accounting, procurement, or reporting processes, preferably within a technology, cybersecurity, or similarly complex business environment.
<h2 class="jobSectionHeader">Key Responsibilities
</h2><ul><li>Support budget tracking, spend monitoring, forecasting, and budget worksheet updates.
</li><li>Assist with weekly and monthly budget reviews and follow up on outstanding financial requests.
</li><li>Gather, organize, and validate financial data tied to cybersecurity initiatives.
</li><li>Prepare financial summaries, supporting analysis, reports, and presentation materials.
</li><li>Support spend governance reviews, action item tracking, and budget documentation.
</li><li>Assist with accrual tracking, prepaid account monitoring, and month-end close documentation.
</li><li>Help organize accounting, compliance, and internal governance documentation.
</li><li>Track contractor resources, billing information, charges, and related records.
</li><li>Support purchase order tracking, submissions, and procurement follow-up.
</li><li>Coordinate with vendor management, supplier management, finance, and internal stakeholders.
</li><li>Assist with collecting vendor quotes and organizing cost information for purchases and renewals.
</li><li>Support special projects, ad hoc financial requests, research, and reporting needs.
</li><li>Build strong working relationships across finance, cybersecurity, technology, business partners, and vendors.
</li></ul><h2 class="jobSectionHeader">Required Qualifications
</h2><ul><li>Experience supporting budget management, financial planning and analysis, reporting, accounting, procurement, or related business processes.
</li><li>Ability to work with financial data, prepare basic analysis, and support reporting tied to budgets, business priorities, and operational needs.
</li><li>Strong Excel, PowerPoint, SAP, Oracle, or similar financial system experience preferred.
</li><li>Strong verbal, written, and interpersonal communication skills.
</li><li>Ability to communicate financial information clearly and prepare presentation materials.
</li><li>Strong organizational and multitasking skills.
</li><li>High attention to detail and accuracy.
</li><li>Ability to manage multiple workstreams in a fast-paced environment.
</li><li>Ability to work independently while also taking direction well in a team-oriented setting.
</li><li>Strong analytical and problem-solving skills.
</li><li>Must pass NERC CIP and Insider Threat Protection background checks.
</li></ul><h2 class="jobSectionHeader">Preferred Qualifications
</h2><ul><li>Experience in a technology, cybersecurity, utility, or complex enterprise business environment.
</li><li>Experience supporting financial operations, budget administration, procurement coordination, or vendor management.
</li><li>Experience with purchase orders, contractor billing, accruals, prepaid accounts, and month-end financial support.
</li><li>Experience supporting projects, coordinating tasks, and managing deadlines across multiple workstreams.
</li><li>Experience working with vendors, suppliers, finance teams, and cross-functional business partners.
</li></ul><h2 class="jobSectionHeader">Key Skills
</h2>Financial Analysis, Budget Management, FP&amp;A Support, Cybersecurity Finance, Financial Reporting, Procurement Coordination, Purchase Orders, Vendor Coordination, Oracle, SAP, Excel, PowerPoint, Accrual Tracking, Prepaid Accounts, Spend Tracking, Contractor Billing, Forecasting, Compliance Documentation, Stakeholder Communication.</div></div>

Financial Analyst II- 4P/712

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