funding analyst

City of Denton

<div><div><div><h2 class="jobSectionHeader"><b>Summary</b></h2></div>
<div><p><b>This requisition expires on March 31, 2026, but may close earlier if the position is filled prior to the expiration date.</b><br>
<br>
Responsible for performing moderate-to-complex financial management of all grants in close collaboration with Finance and program staff throughout the grant lifecycle and executing financial responsibilities including forecasting, reporting, and budget support.</p></div>
<div><h2 class="jobSectionHeader"><b>Essential Functions and Other Important Duties</b></h2></div>
<div><p><b>ESSENTIAL FUNCTIONS
</b><br>
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.<br>
<br>
<b><i>DUTIES</i></b></p><ul><li>
Coordinate with internal and external stakeholders to ensure complete, proper, and efficient communication and coordination of post-awarded grant projects.</li></ul><ul><li>
Coordinate and collaborate with department stakeholders to develop grant applications and assist with programmatic grant narratives.</li><li>
Prepare, maintain, and submit financial documents and reports, requests for disbursement of grant funds, invoices, and associated grant management documentation; enter purchase orders, as needed.</li><li>
Maintain grants master list and ensure data integrity in various financial reporting systems.</li><li>
Track expenditures and received funds and reconciles grant financial records with financial system to ensure proper documentation and compliance; make grant purchases, as needed.</li><li>
Serve as a resource for department staff on grant processes, budgeting and accounting activity, grant requirements and regulations to ensure effective implementation of each grant.</li><li>
Prepare, research, and forecast data related to revenue and expenditures.</li><li>
Assist in preparing budgets and with quarterly financial compilation.</li><li>
Monitor financial system for accuracy and provide analysis for expenditures and revenues throughout the fiscal year.</li><li>
Provide technical support to department budget liaisons and assist with the budget submission process.</li><li>
Verify reports against source records to determine reliability.</li><li>
Verify details of recorded transactions and examine department revenue and expenditures.</li><li>
Perform delegated research tasks and prepare reports, graphs, and charts as required.</li></ul><b><i>
SUPERVISORY/BUDGET RESPONSIBILITIES</i></b><div><ul><li>
None.</li></ul></div><br>
<b><i>
OTHER DUTIES</i></b><br>
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
</div><p></p><div><h2 class="jobSectionHeader"><b>Job Requirements</b></h2></div>
<div><p><b>EDUCATION, EXPERIENCE AND LICENSES/CERTIFICATIONS</b></p><ul><li>
Bachelor&rsquo;s Degree in Public Administration, Business Administration, Finance, Accounting, or related field, and,</li><li>
Two (2) years of experience in grant/fund accounting, general accounting, compliance experience or related field;</li></ul>
OR<br>
<div><ul><li>
Any combination of related education, experience, certifications, and licenses will result in a candidate successfully performing the essential functions of the job.</li></ul></div><b><br>
REQUIRED SKILLS/ABILITIES</b><br>
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required:<ul><li>
Knowledge of grant application process, administration and Federal, State, Local laws, and regulations.</li><li>
Knowledge of data information systems, data analysis, and the formulation of actions plans.</li><li>
Skill in moderate problem solving; identifying moderate-to-complex problems and reviewing related information to develop and evaluate options and implement solutions.</li><li>
Skill in analyzing, researching, and compiling data and thoughts to solve problems.</li><li>
Skill at the intermediate level, working with Microsoft Office 365, and other software systems to complete work.</li><li>
Skill in providing exceptional service to internal and external customers.</li><li>
Ability to locate information; identify and interpret essential information.</li><li>
Ability to gather and analyze data, draw conclusions, and present data and other information in a clear and logical manner.</li><li>
Ability to form and maintain effective relationships.</li><li>
Ability to accurately prepare and maintain records, files, and reports.</li><li>
Ability to assess, monitor and communicate risk to stakeholders.</li><li>
Ability to communicate effectively, both in oral and in written forms, speak publicly, and listen intently to other points of view.</li><li>
Ability to work independently to manage multiple work tasks while balancing competing priorities with attention to detail and in a fast-paced environment.</li><li>
Ability to handle records and complex situations of a confidential nature.</li><li>
Ability to handle difficult and stressful situations with professional composure and confidentiality.</li><li>
Ability to develop, understand, interpret, and apply rules, policies, and procedures operations.</li><li>
Ability to prepare budget documentation and to monitor expenditures to implement fiscal control and maintain budget compliance.</li></ul><b>
CONDITIONS OF EMPLOYEMENT</b><ul><li>
Must pass a drug test, driver&rsquo;s license check, criminal history background check, and social security number verification.</li><li>
Must meet civilian hiring standards of the Denton Police Department.
</li></ul></div><p></p><div><h2 class="jobSectionHeader"><b>Environmental Factors and Conditions/Physical Requirements</b></h2></div>
<div><p><b>SAFETY</b></p><ul><li>
Ensure equipment is in safe operating condition; perform preventive maintenance on tools and equipment, as appropriate and/or notify leadership immediately of needed repairs.</li><li>
Follow established safety procedures and techniques to perform job duties including lifting and climbing; operates tools and equipment according to established safety procedures.</li><li>
Promptly report unsafe conditions in work area and/or any conditions that are not immediately correctable to supervisor.</li></ul><b>
WORKING CONDITIONS/PHYSICAL REQUIREMENTS</b><ul><li>
Safety Sensitive (Subject to random drug testing)</li><li>
Tools/Equipment Used: Standard office equipment, including computer and peripherals.</li><li>
Posture: Prolonged sitting and standing; occasional stooping, squatting, kneeling, bending, pushing/pulling, and twisting.</li><li>
Motion: Frequent repetitive hand motions, including keyboarding and use of mouse; occasional reaching.</li><li>
Lifting: Lifting and carrying (less than 15 pounds).</li><li>
Environment: Works in an office setting; occasionally requires irregular and/or prolonged hours.</li><li>
Travel: Travels to City of Denton buildings and professional meetings as required.</li><li>
Attendance: Regular and punctual attendance at the worksite is required for this position.</li><li>
Mental Demands: Maintains emotional control under stress; works with frequent interruptions.</li></ul>
 <b>CORE VALUES</b><ul><li>
Inclusive</li><li>
Collaborative</li><li>
Service-Oriented</li><li>
Strategically Focused</li><li>
Fiscally Responsible</li></ul>
 <b>TOP TIER BENEFITS</b><ul><li>
Medical, dental, vision, coverage in addition to life and disability insurance plans
</li><li>Employee Health Clinic</li><li>
Paid Vacation Days and Paid Holidays</li><li>
Retirement Plan</li></ul>
 <b>EEO STATEMENT </b>City of Denton is an equal opportunity employer. It is City of Denton&rsquo;s policy to prohibit discrimination and harassment of any type and to afford equal employment opportunities to employees and applicants without regard to any protected class, status, characteristic, or activity. All employment decisions, including decisions regarding recruitment, selection, hiring, compensation, benefits, training, advancement, discipline, discharge, and other terms, conditions, and privileges of employment are made without regard to any lawfully protected class, status, characteristic, or activity.<br>
<div><b>
ADA/EOE/ADEA</b></div><div><b>
This job description is not an employment agreement, contract agreement, or contract. Management has exclusive right to alter this job description at any time without notice.</b></div></div><p></p>
</div><div></div><div><div><p><b>E-Verify:</b><br>
The City of Denton participates in the federal E-Verify program in order to verify a new employee's authorization to work in the United States. Applicants must be lawfully authorized to work in the U.S.</p></div></div></div>

Funding Analyst

HealthPartners

<div><p>JOB DESCRIPTION</p>
<div><div>HealthPartners is hiring a Financial Analyst to support HealthPartners Institute. This role has immediate responsibility for HealthPartners financial analysis, reporting systems, accounting, and budgeting efforts. They develop, maintain and analyze financial models. This role provides financial analysis support as directed related to research.</div>
<p>
ACCOUNTABILITIES:</p>
<ul>
<li>Productively work with all levels of management; support and assist leaders, other team members, and other areas of HealthPartners.</li>
<li>Enhance processes and procedures to facilitate accurate and timely financial and managerial reporting and financial analysis.</li>
<li>Maintain, develop, and support financial and managerial reporting.</li>
<li>Assists leaders with operating and financial analysis efforts.</li>
<li>Supports financial forecasting and budgeting processes.</li>
<li>Prepare and submit to NIH/Funding agencies no cost extensions, carry forward requests, progress, and financial status reports.</li>
<li>Conducts monthly meetings with investigators and/or coordinators comparing actual expenditures to budget and ensuring all costs are allowable, allocable, reasonable and necessary</li>
<li>Responsible for receivables related to sponsored projects. This includes invoicing, federal drawdowns and monitoring of receivable aging.
<ul><li>Participates in special projects or studies as directed.</li>
<li>Completes entries and assists with the monthly close process.</li>
<li>Support purchasing contracts.</li>
<li>Support RFP responses</li>
</ul></li> </ul><p>REQUIRED QUALIFICATIONS:</p>
<ul>
<li>BA/BS in finance, accounting, or business related field</li>
<li>3 years experience in finance, accounting, and/or business related field</li>
<li>Strong spreadsheet and computer skills</li>
<li>Strong analytical and problem-solving skills</li>
<li>Strong oral and written communication skills</li>
<li>Ability to establish effective working relationships with all levels of management and staff</li>
</ul>
<p>PREFERRED QUALIFICATIONS:</p>
<ul>
<li>Experience in the health care industry</li>
<li>Experience with budgeting/forecasting</li>
<li>Knowledge of federal regulations in relation to research grants</li></ul></div></div>
<br><div><p>ABOUT US</p>
<div><div>At HealthPartners we believe in the power of good &ndash; good deeds and good people working together. As part of our team, you&rsquo;ll find an inclusive environment that encourages new ways of thinking, celebrates differences, and recognizes hard work.</div>
<p>
We&rsquo;re a nonprofit, integrated health care organization, providing health insurance in six states and high-quality care at more than 90 locations, including hospitals and clinics in Minnesota and Wisconsin. We bring together research and education through HealthPartners Institute, training medical professionals across the region and conducting innovative research that improve lives around the world.</p>
<p>
At HealthPartners, everyone is welcome, included and valued. We&rsquo;re working together to increase diversity and inclusion in our workplace, advance health equity in care and coverage, and partner with the community as advocates for change.</p>
<p><b>
Benefits Designed to Support Your Total Health</b><br>
As a HealthPartners colleague, we&rsquo;re committed to nurturing your diverse talents, valuing your dedication, and supporting your work-life balance. We offer a comprehensive range of benefits to support every aspect of your life, including health, time off, retirement planning, and continuous learning opportunities. Our goal is to help you thrive physically, mentally, emotionally, and financially, so you can continue delivering exceptional care.</p>
<p>
Join us in our mission to improve the health and well-being of our patients, members, and communities.</p>
<p></p>
<p>We are an Equal Opportunity Employer and do not discriminate against any employee or applicant because of race, color, sex, age, national origin, religion, sexual orientation, gender identify, status as a veteran and basis of disability or any other federal, state or local protected class.</p></div></div>
<br><div><p>JOB INFO</p>
<div><div><div><ul><div><div>Job Identification</div>
<div>118246</div>
</div><div><div>Organization</div>
<div>HealthPartners/GHI, HealthPartners Enterprise</div>
</div><div><div>Posting Date</div>
<div>03/17/2026, 06:39 PM</div>
</div><div><div>Locations</div>
<div> <div></div><div><div>8170 33rd Ave S - Bloomington
</div></div></div></div><div><div>Work Schedule</div>
<div>M-F, 8am-4pm</div>
</div><div><div>Hours Per Week/FTE</div>
<div>40 hrs weekly / 1.0 FTE</div>
</div><div><div>Job Shift</div>
<div>Day</div>
</div><div><div>Position Type</div>
<div>Full-time regular</div>
</div><div><div>Job Category</div>
<div>Accounting/Finance</div>
</div><div><div>Department</div>
<div>Accounting</div>
</div><div><div>Pay Range</div>
<div>$32.31 - $48.47 hourly</div>
</div><div><div>Pay Range Statement</div>
<div>Compensation is based on the level and requirements of the role. Pay within our ranges may also be determined by education, experience, knowledge, skills, location, and abilities as well as internal equity. Hired candidates may be eligible to receive additional compensation based on role (e.g., shift differential, bonus, sales incentive, productivity pay, etc.).</div>
</div><div><div>Overtime Eligibility Status</div>
<div>Exempt</div>
</div><div><div>Worker Type</div>
<div>Employee</div></div></ul></div></div></div></div>

Financial Analyst - Grant

Goldman Sachs

<div><div><div><div><div><div><div><p><b>Job description</b><br>
The Analyst in Controllers, Capital Analysis, Planning, &amp; Reporting at Goldman Sachs plays a crucial role in managing the firm's capital calculations, planning, and reporting, with a particular focus on regulatory capital and stress testing requirements. The role partners closely with Finance, Risk, Treasury, and Regulatory Reporting teams to ensure the integrity, accuracy, and governance of capital metrics used for internal management and external regulatory submissions, supporting capital projections, scenario analysis, and management reporting, while helping to maintain strong controls, documentation, and transparency across capital processes. The role requires strong analytical skills and the ability to communicate effectively while collaborating with various teams within the organization.</p>
<p><b>
Responsibilities</b></p>
<ul><li>
Support capital analysis, forecasting, and reporting across regulatory and internal capital frameworks, including Basel III and stress capital requirements.</li><li>
Contribute to the firm&rsquo;s CCAR execution, including capital projections, stress scenario analysis, sensitivity analysis, and preparation of supporting schedules and documentation.</li><li>
Prepare and review capital-related management reports and materials for senior management, governance committees, and regulators.</li><li>
Partner with Risk, Treasury, and other divisions to ensure consistency of capital assumptions, methodologies, and results across planning and stress testing processes.</li><li>
Assist in the production and validation of regulatory capital disclosures and CCAR-related regulatory submissions.</li><li>
Perform analytical reviews and variance analysis to explain period-over-period changes in capital metrics and stress test outcomes.</li><li>
Support the maintenance and enhancement of capital models, processes, and controls, including documentation to meet internal governance and regulatory expectations.</li><li>
Participate in regulatory exams, audits, and internal reviews by preparing analyses, responding to inquiries, and supporting issue remediation efforts.</li></ul>
<div>
<p><b>Salary Range</b><br>
The expected base salary for this New York, New York, United States-based position is $75000-$100000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.</p>
<p><b>Benefits</b><br>
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.</p>
</div></div></div></div></div></div></div><div><div><div><div><div><b>
We Offer Best-In-Class Benefits</b></div></div></div><p></p><div><div><div><div><div><div><div>
Healthcare &amp; Medical Insurance</div></div><p>
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Holiday &amp; Vacation Policies</div></div><p>
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Financial Wellness &amp; Retirement</div></div><p>
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees&rsquo; priorities.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Health Services</div></div><p>
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Fitness</div></div><p>
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).</p></div></div></div></div><p></p><div><div><div><div><div><div>
Child Care &amp; Family Care</div></div><p>
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.</p></div></div></div></div><p></p><div><div><div><div><div><div>
Benefits at Goldman Sachs</div></div><p>
Read more about the full suite of class-leading benefits our firm has to offer.</p></div></div></div></div></div></div></div></div><div></div>
<br><p>Opportunity Overview
CORPORATE TITLE
Analyst
OFFICE LOCATION(S)
New York
JOB FUNCTION
Funding &amp; Capital Planning
DIVISION
Controllers
SALARY RANGE
USD 75,000 - 100,000</p>

Controllers-New York-Analyst-Funding & Capital Planning

Purdue University

<div></div><div><div><div><div><div><div>Req Id: 41221
</div></div></div></div><div><div><div><div>Job Title: Sponsored Funding Administrator
</div></div></div></div><div><div><div><div>City: West Lafayette
</div></div></div></div><div><div><div><div>
<div><div><div><h2 class="jobSectionHeader"><b>Job Summary
</b></h2></div><div><p>The Post Award Sponsored Funding Administrator will work on a team to provide general or specialized post award support for grant and contract award establishment. This position will analyze award documents for deliverables, invoicing and financial reporting requirements and compliance needs and enter this information into the Purdue award system. The Sponsored Funding Administrator will establish the appropriate accounts by working closely with the departmental staff. Serve as liaison to the sponsor and partner with Business Office, Faculty, and other University personnel in the establishments of grants. Manage project tasks and make improvements to enhance the Post Award Setup process.
</p><p><b>Account Setup - </b>Responsible for the setup of assigned grants. Collaborate with Faculty, BO and other staff in the monthly reconciliation of sponsored accounts. Responsible for the allocation and authorization of expenses to appropriate accounts. Complete and/or review data entry in the system to support setup and account management following established procedures and expectations. Ensure accuracy and correct errors identified in audits. Understand business processes in the support of the daily management of grants and contracts. Communicate unique requirements of an award to business office, faculty and the other SPS Post Award teams. Prioritize work, in order to complete assignments on a timely basis. Recommend process improvements on the assigned team as well as processes that cross other teams in SPS and as appropriate make improvements to processes, systems, and procedures. Continually increase knowledge of impacts grants management data has on reporting and compliance.
</p><p><b>Post Award Outreach and Liaison - </b>Partner with Business Office staff, faculty, and other University personnel in the establishment of grants accounts. Work proactively to avoid problems and/or identify issues and work with others to resolve any issues in a timely manner. Provide guidance to business offices, PI's, and others on proposed account setup to ensure compliance with the award terms and conditions, ensuring uniform guidance, and Purdue Policies are followed. Responsible for assisting business offices with cost share account setup information. May assist in training preparation to both the SPS group and business offices across campus.
</p><p><b>Sponsor Liaison - </b>Interpret Uniform Guidance, University, and sponsor regulations to identify how to setup the accounts to meet compliance requirements. Communicate with sponsor personnel as needed to obtain clarifications needed for the award setup process. Continuously monitor sponsor, federal or university policy changes and update resources in Post Award.
</p><p><b>Other - </b>Coordinate and/or assist with other activities, special projects, and reports. May serve on subcommittees. Perform other duties as requested.
</p></div></div><div><div><h2 class="jobSectionHeader"><b>What We're Looking For:
</b></h2></div><div><ul><li>Bachelor's degree
</li><li>One or more years of experience in research administration, business administration, accounting, or related experience
</li><li>Demonstrated ability to meet deadlines, strong attention to detail, and a focus on superior customer service
</li><li>Demonstrated ability to analyze, interpret and implement Uniform Guidance; Federal, State &amp; Sponsor guidelines; and University policies and procedures
</li><li>Excellent communication, planning, problem-solving, analytical, project management and customer service skills
</li><li>Demonstrated ability to work independently with limited supervision
</li><li>Ability to manage a consistent workload in a deadline driven environment
</li><li>Ability to influence and build work relationships among a diverse workforce at all levels
</li><li>Must possess a learning orientation to changing technology impacting business processes
</li><li>Ability to operate within the University's Financial, HR and ERA systems
</li><li>Personal computer and related software skills, e.g., word processing, spreadsheets, database, data inquiry, Internet, etc.
</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>What Is Helpful:
</b></h2></div><div><ul><li>Degree in Business, Management or related field of study
</li><li>Business Services or Sponsored Program Services experience
</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>What We Want You To Know:
</b></h2></div><div><ul><li>Purdue will not sponsor employment authorization for this position
</li><li>A background check is required for employment in this position
</li><li>FLSA: Exempt (Not eligible for overtime)
</li><li>Retirement Eligibility: Defined Contribution Waiting Period
</li><li>Purdue University is an EO/EA University.
</li></ul></div></div></div></div></div></div></div><div><div>
</div></div><div><div><div><div>Posting Start Date: 3/19/26</div></div></div></div></div></div>

Unitek Learning

<div><b>Company Description</b><p><br>
As a leading healthcare education organization, Unitek Learning&rsquo;s family of schools helps thousands of students launch and accelerate their careers every year. As a rapidly growing and highly successful company, Unitek is also a great place to pursue a rewarding and challenging career.</p><b><br>
Job Description</b><p><b><br>
Job Title: Student Finance Analyst &ndash; Refund Team</b></p><p><b>
Department: Student Finance
</b></p><p><b>Purpose of the Position:</b></p><p>
The Student Finance Analyst &ndash; Refund Team is primarily responsible for the accurate and timely processing of institutional refund and Return to Title IV (R2T4) calculations. In addition, this position requires the timely and accurate reporting of required National Students Loan Data System (NSLDS) data student stipend processing.</p><p></p><p><b><br>
Job responsibilities:</b></p><ul><li>
Processing institutional refund calculations for withdrawn students.</li><li>
Processing R2T4 calculations for withdrawn students.</li><li>
Enrollment updates in the National Student Loan Data System</li><li>
Processing student stipends for Title IV credit balances.</li><li>
Processing stale-dated checks</li><li>
Maintain accurate data in Anthology and related student information systems.</li></ul><br>
<b>
Qualifications</b><p><b><br>
Education, Experience, Knowledge, Skills and Abilities:</b></p><ul><li>
Minimum 1 year of experience working in a business office, banking or accounting environment.</li><li>
Preference will be given to individuals who have previous experience working as a Financial Aid Assistant or Specialist at a higher education institution.</li><li>
Bachelor&rsquo;s degree with coursework in business, finance, auditing or accounting preferred.</li><li>
Ability to communicate effectively and work as part of a team.</li><li>
Organized and detail oriented.</li><li>
Ability to multi-task and effectively prioritize workload based on urgency and deadlines.</li><li>
Knowledge of MS Excel, including pivot tables and simple formulas</li></ul><br>
<b>
Additional Information</b><p><b><br>
We Offer:</b></p><ul><li>
Medical, Dental and Vision starting the 1st of the month following 30 days of employment</li><li>
2 Weeks&rsquo; starting Vacation per year. Increasing based on years of service with company</li><li>
12 paid Holidays and 2 Floating Holiday</li><li>
401K with a Company Match</li><li>
Company Paid Life Insurance at 1x&rsquo;s your annual salary</li><li>
Leadership development and training for career advancement</li><li>
Tuition assistance and Forgiveness for you and your family up to 100% depending on program</li></ul><p>
All your information will be kept confidential according to EEO guidelines.</p></div>

Student Finance Analyst

CIBC

<div><div>We&rsquo;re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what&rsquo;s right for our clients.</div><div></div><div>
At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.</div><div></div><div>
To learn more about CIBC, please visit <div>CIBC.com</div></div><div></div><div>
What You&rsquo;ll Be Doing</div><div>
The Sr. Analyst, Fund Administration will be responsible for the review of fund valuations, capital activity, pricing, audit support, and tax compliance for our sponsored funds. The employee will provide investor relationship support, assist with the all internal and external audits, and support the fund&rsquo;s annual tax responsibilities. The analyst will resolve any issues and identify and implement controls. The analyst will participate in various ad hoc assignments including new projects.</div><div></div><div><i>
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.</i></div><div></div><div>
How You&rsquo;ll Succeed</div><ul><li><div>
Assist in the management of all procedures and controls within the Operations team</div></li><li><div>
Resolve issues and implement controls</div></li><li><div>
Train/mentor junior analysts</div></li><li><div>
Subject Matter expert on fund administration and operational functions for the firm</div></li><li><div>
Review quarterly and monthly valuations for our Sponsored Funds</div></li><li><div>
Coordinate and review all audit and tax reports</div></li><li><div>
Review annual investor K-1s and fund returns</div></li><li><div>
Assist in the review of subscription agreements and redemption requests</div></li><li><div>
Assist in the oversight over the Sponsored Funds key vendors</div></li><li><div>
Process capital and pricing updates on alternative asset investments</div></li></ul><div></div><div>
Who You Are</div><ul><li><div>
You have a bachelor&rsquo;s degree with a focus on Accounting, Finance, Economics, or Business.</div></li><li><div>
You bring 5 &ndash; 7 years of Fund Administration, Tax Accounting, or Audit and Accounting experience of hedge or private equity funds.</div></li><li><div>
You must exhibit proficiency in Microsoft Excel.</div></li><li><div>
You must be proficient in computer literacy.</div></li><li><div>
You have experience with Hedge Funds and Private Equity Funds.</div></li><li><div>
You have expanded knowledge of alternative investments, security analysis and industry related expertise.</div></li><li><div>
You possess strong verbal, written and interpersonal skills.</div></li><li><div>
You show exceptional analytical and organizational skills.</div></li><li><div>
You promote attention to detail and the ability to work in a team environment, with a positive and professional attitude.</div></li><li><div>
You have the ability to work in a fast-paced environment and to effectively multi-task.</div></li><li><div>
You possess prior experience with investor relations.</div></li></ul><div></div><div><i>
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of</i> $85 - $125K <i>for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit&rsquo;s incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee&rsquo;s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members.</i></div><div></div><div><i>
This position does not offer visa sponsorship</i></div><div></div><div>
#LI-TA</div><div><div><br>
California residents &mdash; your privacy rights regarding your actual or prospective employment</div></div><div></div><div>
At CIBC, your goals are a priority. We start with your strengths, ambitions and strive to create opportunities to tap into your potential.</div><div></div><div>
What you need to know</div><ul><li><div>
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact <div>Mailbox.careers-carrieres@cibc.com</div></div></li><li><div>
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.</div></li><li><div>
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.</div></li></ul><div></div><div>
Expected End Date</div>
2026-06-30<div></div><div>
Job Location</div>
MA-100 Federal Street, 37M Fl<div></div><div>
Employment Type</div>
Regular<div></div><div>
Weekly Hours</div>
40<div>
Skills</div>
Analytical Thinking, Business Operations, Customer Service, Operations Management, Operations Support, Prioritization, Process Improvements, Technical Knowledge</div>

Sr. Analyst, Fund Administration

Fidelity TalentSource

<div><p>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Grants Analyst to work in Westlake, TX or Salt Lake City, Utah!</p>
<h3 class="jobSectionHeader"><b>The Expertise we&rsquo;re Looking For:</b></h3>
<ul><li>Bachelor&rsquo;s degree or equivalent experience
</li><li>0-2 years Operations or Service, Major or Principal Gifts, or UHNW background required.
</li><li>Strong and effective verbal and written communication skills
</li><li>Demonstrated attention to detail, with good follow-through
</li><li>Strong organizational, planning, multi-tasking, time management skills
</li><li>Demonstrated problem solving skills
</li><li>Ability to work under pressure and within tight deadlines
</li><li>Demonstrated ability to identify and mitigate potential areas of risk
</li><li>Solid understanding of Fidelity systems (XTRAC, RepApp), a plus
</li><li>Knowledge of 501(c)(3) non-profit organizations, a plus
</li></ul><h3 class="jobSectionHeader"><b>The Purpose of Your Role</b></h3>
<p>The Grant Analyst is a member of the Grant team and is responsible for the timely and accurately processing and qualification of grant recommendations to charitable organizations. This role will perform required due diligence on grant recommendations to determine if the grant meets Fidelity Charitable&reg; and IRS guidelines. As a member of Fidelity Charitable&rsquo;s&reg; inclusive Service Delivery team, this role will be part of our highly motivated, fast paced team, will possess a solid understanding of service operations, and be able to manage priorities well.</p>
<p>You will engage with non-profits using conversational techniques to understand the scope of their request, capture relevant information, conduct necessary due-diligence and identify a solution (if necessary). It is more than just taking a call and processing a transaction - our donors are generously giving to non-profit organizations in an effort to meet their philanthropic goals. You get to be a part of that!</p>
<h3 class="jobSectionHeader"><b>The Skills You Bring</b></h3>
<ul><li>You have a high sense of urgency and understand when to bring up concerns
</li><li>Your strong and effective verbal and written communication skills
</li><li>Your very best problem-solving skills with excellent follow-through
</li><li>Your strong organizational skills, planning, and time management
</li><li>You are a team player with the ability to influence without authority
</li><li><b>You are flexible with overtime as requested (especially December &ndash; Giving Season)</b>
</li></ul><h3 class="jobSectionHeader"><b>The Value You Deliver</b></h3>
<ul><li>Collaborating with internal Charitable business partners to fulfill special handling
</li><li>Employing good sound judgment in decision making or problem resolution
</li><li>Delivering a great customer experience with each interaction to help strengthen donor relationships
</li><li>Clearly understanding and articulating the full suite of Fidelity Charitable products and services to include Direct International Granting
</li><li>Process high value transactions
</li><li>Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items
</li><li>Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization
</li><li>Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Legal, Risk, and Compliance
</li><li>Maintain up-to-date procedures for those functions for which responsible
</li></ul><h3 class="jobSectionHeader"><b>How Your Work Impacts the Organization</b></h3>
<p>The Fidelity Charitable Gift Fund (&ldquo;Fidelity Charitable&rdquo;) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits &mdash; and increased charitable impact &mdash; of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization&rsquo;s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising</p>
<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.</p>
<p>Please be advised that Fidelity&rsquo;s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>
<h3 class="jobSectionHeader"><b>Company Overview</b></h3>
<p>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.</p>
<p>Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity&rsquo;s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity&rsquo;s regional and investor center locations. Our mission is to help you experience Fidelity&rsquo;s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity&rsquo;s long-term strategy.</p>
<p>For information about working at Fidelity TalentSource, visit FTSJobs.com.</p>
<p>Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at HR@ftsjobs.com if you would like to request an accommodation.</p></div>

Grants Analyst

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