project portfolio analyst

Esimplicity

<div>Description:

About Us
eSimplicity is a modern digital services company that partners with government agencies to improve the lives and protect the well-being of all Americans, from veterans and service members to children, families, and seniors. Our engineers, designers, and strategists cut through complexity to create intuitive products and services that equip federal agencies with solutions to courageously transform today for a better tomorrow.
eSimplicity is seeking a Project Financial Analyst III to join our growing team. This role provides administrative and general financial support across our portfolio of government programs. The ideal candidate is a self-starter with strong analytical, organizational, and communication skills who thrives in a fast-paced, mission-driven environment supporting federal clients.
Responsibilities:<ul><li>
Develop, monitor, and manage program budgets for federal government contracts.</li><li>
Prepare monthly financial reports, variance analyses, and forecasts.</li><li>
Track contract funding, expenditures, and revenue recognition.</li><li>
Analyze program financial performance against budgets, forecasts, and contractual requirements.</li><li>
Complete project setup actions in the accounting and timekeeping systems; update as needed to reflect project or contract modifications.</li><li>
Monitor indirect rates, labor utilization, and project profitability.</li><li>
Prepare financial data for customer reviews, audits, and contract closeouts.</li><li>
Ensure compliance with applicable federal regulations, including: Federal Acquisition Regulation (FAR), Defense Federal Acquisition Regulation Supplement (DFARS), Cost Accounting Standards (CAS), as applicable</li><li>
Assist in proposal pricing, cost estimates, and basis-of-estimate development.</li><li>
Collaborate with Program Managers to identify financial risks and recommend corrective actions.</li><li>
Support internal and external audits.</li><li>
Maintain financial records and documentation in accordance with company policies and government requirements.</li><li>
Support invoicing activities, including documentation, validation, and timely submission.</li><li>
Participate in financial models to support strategic planning and business decisions.</li><li>
Reconcile project costs and ensure accurate billing and revenue recognition.</li><li>
Prepare ad hoc financial analyses as assigned.</li></ul>
Requirements:

Required Qualifications<ul><li>
Bachelor&rsquo;s degree in Finance, Accounting, Business, or a related field preferred, but not required, with at least four (4) years of progressive experience in finance, accounting, program control, or a related field.</li><li>
Strong knowledge of accounting and finance principles, policies, and procedures.</li><li>
High attention to detail and accuracy in work.</li><li>
Proficiency in Microsoft Office Suite (Excel, PowerPoint, SharePoint).</li><li>
Strong written and verbal communication skills.</li><li>
Team-oriented, collaborative, and proactive in supporting professional development and continuous improvement.</li></ul>
Desired Qualifications<ul><li>
Experience using Unanet ERP and Financials.</li><li>
Prior experience in the federal/government contracting environment.</li></ul>
Working Environment:
eSimplicity supports a hybrid work environment operating within the Eastern time zone so we can work with and respond to our government clients. Expected hours are 9:00 AM to 5:00 PM Eastern unless otherwise directed by your manager.
Occasional travel for training and project meetings. It is estimated to be less than 5% per year.
Benefits:
eSimplicity offers a comprehensive benefits package, including medical, dental, and vision coverage, 401(k) retirement benefits, paid time off, paid holidays, life and disability insurance, and additional wellness and employee support programs. Eligibility may vary based on employment status and applicable plan terms.
Reasonable Accommodation:
eSimplicity is committed to providing reasonable accommodations to qualified individuals with disabilities during the application and hiring process. Applicants who need assistance or an accommodation should contact Human Resources.
Equal Employment Opportunity:
eSimplicity is an Equal Opportunity Employer, including disability and protected veteran status. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other legally protected status.</div>

Project Financial Analyst III

Alpine Bank

<div>General Purpose

The Loan Portfolio Analyst provides analytics and reporting for Alpine Bank&rsquo;s loan portfolio to aid in strategic initiatives and risk management.

Essential Duties/Responsibilities

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
<ul>
<li>Responsible for providing detailed portfolio analysis and report preparation (Loan Composition, Pipeline, Legal Lending Limit, KPI).</li>
<li>Identifies meaningful ways to analyze and present information and highlights the risks in the credit portfolio.</li>
<li>Analyzes and measures credit and financial performance in the portfolio from multiple perspectives, including business lines, product, industry, geographic, etc to identify trends and drivers; summary conclusions and implications from the prepared analysis.</li>
<li>Researches, independently or collaboratively, to continually enhance relevant credit monitoring reports with analytics given current data structure and anticipated future enhancements.</li>
<li>Collaborates with other departments and stakeholders to continually enhance data quality.</li>
<li>Responsible for the development and execution of credit portfolio risk monitoring activities, including analytics and process enhancements as required by regulatory guidance.</li>
<li>Responsible for creating enhancing and maintaining reports on key risk metrics, concentrations and stratifications of the loan portfolio.</li>
<li>Performs research to prepare and provide clear and accurate information as requested by auditors, regulators, and other stakeholders.</li>
<li>Anticipates regulatory risk regularly monitoring the regulatory landscape.</li>
<li>Identifies risk factors that could impact the bank&rsquo;s ability to be repaid and communicate it to the appropriate areas.</li>
<li>Responsible for loan coding, including call report coding, loan purpose, loan type and collateral codes.</li>
<li>Responsible for monitoring and managing the covenant review process.</li>
<li>Prepares ad-hoc risk management reports as assigned.</li>
<li>Regular and reliable on-site attendance is required as an essential function of this position.</li>
<li>Performs other duties as assigned.</li>
</ul>
Employees are held accountable for all duties of this job.

Job Qualifications

Knowledge, Skills, and Ability:
<ul>
<li>Demonstrates expanded knowledge and understanding of banking industry.</li>
<li>Ability to work in a fast-paced environment with a desire for professional growth.</li>
<li>Receives mentoring in a mature and open manner.</li>
<li>Outstanding oral and written communication skills.</li>
<li>Self-motivated.</li>
<li>Good interpersonal skills.</li>
<li>Demonstrates the ability to work as a team player.</li>
<li>Proficient knowledge in Microsoft Office Suite and Adobe Acrobat.</li>
<li>Proficient Knowledge in Microsoft Power BI.</li>
<li>Proficiency in SEQUEL.</li>
<li>Ability to work independently.</li>
<li>Demonstrates adaptability and change management skills.</li>
<li>Strong analytical and problem-solving skills.</li>
<li>An understanding of financial metrics and regulatory/legal restrictions that may impact the portfolio is required.</li>
<li>An understanding of loan policy and underwriting standards is key to monitoring existing credit risk and research, independently or collaboratively, to continually enhance relevant credit monitoring reports with analytics given current data structure and anticipated future enhancements.</li>
</ul>
Education or Formal Training:
<ul>
<li>Bachelor&rsquo;s Degree in Finance, Economics, or Accounting required.</li>
<li>Possession of, or ability to obtain, a valid State of Colorado Drivers&rsquo; License, required.</li>
</ul>
Experience:
<ul>
<li>2-3 years of experience in commercial credit analysis required; or comparable position or completion of a commercial banking training program.</li>
</ul>
Working Conditions

Working Environment:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, and multifunction printers. Travel to conferences, meetings and branch locations on a regular basis may be necessary.

Physical Activities:

These are representative of those which must be met to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk and hear. This is largely a sedentary role. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Employee may have to lift up to 25 pounds.

Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.

Starting range of pay is from $70,000.00 to $100,000.00 per year, depending on experience.

For an overview of our employee benefits please visit: Alpine Bank Careers Page (https://www.alpinebank.com/who-we-are/careers.html)

Position anticipated to close August 31, 2026, or until filled. 
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities 
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.</div>

Loan Portfolio Analyst

Northern Trust Corp.

<div>About Northern Trust 
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world&rsquo;s most successful individuals, families, corporations and institutions. 
 
Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. 
 
With more than 135 years of financial experience and over 24,000 partners, we serve the world&rsquo;s most sophisticated clients using leading technology and exceptional service. 
 
 
Major Duties :
1. Manages investment activities for a growing set of major fee revenue producing accounts, representing small to mid-sized personal trusts and individual portfolios typically mid- range in size and complexity within their market with some managerial input. 
 
2. Assists in development and recommendations of designed to achieve investment objectives for specific individual clients. 
 
3. Works with Investment Advisors to understand the overall investment strategy and may provide input for revisions as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity. 
 
4. Developing an influential presence with the local client facing team, clients, co-trustees, consultants, the bank's legal area and outside attorneys to ensure communication of client requirements and coordinate portfolio activity. 
 
5. Consistently demonstrates increasing proficiency with new investment strategies, tools and capabilities, and portfolio research and investment methodologies through regular contact and engagement with the National Investment and Goals Driven Wealth Management Practices, their peers, and broader Wealth and Asset Management. 
 
6. Provides high level support to the Investment Advisory team. Demonstrates mastery level skill utilizing all tools needed including CRA, Wealthbench, GPS, and WM Alternatives. Provides guidance and mentoring to Investment Associates. 
 
7. Accountable for personal adherence to best practices as measured by the PM Dashboard and related reporting. 
 
8. Works with manager to understand how to personally contribute towards the execution of initiatives, new capability rollouts, and required training. 
 
9. Provides continuous feedback on areas for improvement to leadership on national initiatives, changes, and expectations. 
 
10. Adheres to National Investment Guidelines, feedback from the REV peer review process, and observes sound risk management practices. 
 
Knowledge :<ul><li>Knowledge of investment and portfolio management theory, accounting and financial principles, associated investment strategies and instruments, and characteristics of various marketplaces, usually acquired through formal education and work experience, is required to manage portfolios.</li></ul> 
<ul><li>Analytical and interpretive skills are needed to understand client needs in the context of investment strategies.</li></ul> 
<ul><li>Requires in-depth conceptual and practical knowledge in own job discipline and basic knowledge of related job disciplines.</li></ul> 
Experience :<ul><li>Minimum 2 to 4 years of investment experience working in investment services industry</li></ul> 
<ul><li>Acts as a resource for colleagues with less experience</li></ul> 
<ul><li>May lead small projects with manageable risks and resource requirements</li></ul> 
Work Authorization 
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa). 
 
Working with Us 
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve. 
Philanthropy is deeply rooted in Northern Trust&rsquo;s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities. 
 
Reasonable Accommodation 
 
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.</div>

Associate Portfolio Advisor

Arcfield

<div>Arcfield Overview: Arcfield was purpose-built to relentlessly protect the nation and its allies from today&rsquo;s national security threats. We have nearly 70 years of proven expertise and excel in space superiority, hypersonic defense and nuclear deterrence, digital transformation, and surface and undersea warfare domains. Our solution areas include space mission engineering, atmospheric science, digital engineering, mission assurance, and advances in modeling and simulation that together with our enterprise-wide adoption of artificial intelligence and machine learning, lead to better systems and timely, reliable decision-making. Headquartered in Chantilly, VA with 18 North American offices, Arcfield employs 2,200 engineers, scientists, analysts, IT specialists and other professionals who challenge the status quo to deliver an efficient technological advantage to our national security and defense partners. Responsibilities:
<div>
The Sponsor seeks a knowledgeable and motivated Budget Analyst with previous experience using the Sponsor's systems.</div><div></div><div> 
Responsibilities include, but are not limited to, the following:</div><ul><li>
Provide strategic planning, programmatic planning, and budget support to the Groups responsible for a high-visibility Special Access Program.</li><li>
Support the Groups in formulating, justifying, and defending budget builds.</li><li>
Develop and maintain spend plans.</li><li>
Reconcile spend plans with actual and planned expenditures and recommend options to address potential over- or under-utilization of resources.</li><li>
Stay current with all Customer and Resource Management guidance and assist in creating and maintaining baseline practices and procedures that align with guidance.</li><li>
Assist staff with researching and resolving resource and budget issues and questions wherever possible.</li><li>
Prepare supporting documentation for budget exercises, over-guidance, unfunded calls, and reprogramming.</li><li>
Assist with writing congressional language for submission into the program build.</li><li>
Perform short- and long-term financial trend analyses.</li><li>
Prepare briefings, budgets, and spend plans to support programmatic activities.</li><li>
Coordinate and respond to budget requirements and budget-related taskings.</li><li>
Collaborate with Resource Management as required; attend and support resource meetings.</li><li>
Continually interface with executive-level management, requiring the planning, presentation, and briefing of information.</li></ul>
Qualifications:
<ul><li>Must possess and be able to maintain a TS/SCI clearance with Polygraph</li><li>
A degree (or equivalent experience) in quantitative analysis, financial analysis, social sciences, or a closely related field</li><li>
BS 10-12, MS 8-10, PhD 5-7</li><li>
Knowledge of IC strategic planning and resource management processes</li><li>
Knowledge of program planning and execution processes</li><li>
Knowledge of business resource planning practices and cost analysis methodologies</li><li>
Knowledge of quality assurance procedures to ensure data integrity and timeliness of data</li><li>
Knowledge of economic and accounting principles and practices</li><li>
Knowledge of program risk assessment principles and processes</li><li>
Ability to apply analytic, diagnostic, and quantitative techniques sufficient to identify, evaluate, and recommend to managers substantive solutions to resolve interrelated quantitative analytical problems and issues</li><li>
Ability to work in a dynamic and challenging environment</li><li>
Demonstrated professional competence as a plans and budget officer</li><li>
Demonstrated experience managing financial resource requirements both for the execution year and budget out-years</li><li>
Ability to analyze and evaluate financial data to resolve inconsistencies, identify key issues, and propose solutions</li><li>
Demonstrated experience developing and implementing long-range plans to accomplish office goals and collaborating in strategic planning for future years</li><li>
Demonstrated experience preparing budget exercise submissions; assimilating information about program goals, requirements, costs, and schedules; ensuring submissions are rational, defensible, and executable</li><li>
Demonstrated experience ensuring program execution is proceeding within available resource constraints and remains consistent with goals; proposing and implementing resource alignment (including from multiple sources) as required or in response to unplanned circumstances</li><li>
Demonstrated broad comprehension of relevant statutes, regulations, and policies in resource utilization, budget development, and execution processes</li><li>
Demonstrated experience constructing and maintaining background documentation on programmatic and resource analyses, discussions, decisions, and supporting rationale to aid the component's resource management continuity</li><li>
Strong organizational and time management skills</li><li>
Demonstrated excellent writing skills and the ability to craft clear, concise requests for funding and responses to taskings</li><li>
Excellent oral communication skills to brief management on resource issues</li><li>
Proven ability to interact with customers, senior leadership, and program managers in a highly matrixed environment</li></ul><div>
Desired:</div><ul><li>
Awareness of Customer&rsquo;s programs, policies, and systems</li><li>
Ability to work and apply creativity in a fast-paced environment</li></ul>
Equal Pay Act: This is the projected compensation range for this position. There are differentiating factors that can impact a final salary/hourly rate, including, but not limited to, Contract Wage Determination, relevant work experience, skills and competencies that align to the specified role, geographic location (For Remote Opportunities), education and certifications as well as Federal Government Contract Labor categories. In addition, Arcfield invests in its employees beyond just compensation. Arcfield &rsquo;s benefits offerings include, dependent upon position, Health Insurance, Life Insurance, Paid Time Off, Holiday Pay, Short Term and Long-Term Disability, Retirement and Savings, Learning and Development opportunities, wellness programs as well as other optional benefit elections. Min: $138,295.88 Max: $240,469.70 EEO Statement:
<div>
</div>We are an equal opportunity employer and federal government contractor. We do not discriminate against any employee or applicant for employment as protected by law.</div>

Portfolio & Strategic Planning Analyst

Skywalk Global

<div><h5 class="jobSectionHeader">Job Summary</h5>
<div>Job description: The Business Analyst serves as a Senior Level Analyst responsible for leading the Business Analysis activities for the Modernization and full re-write of enterprise .NET Applications. The BA3 acts as a Bridge between business/program teams and Software development teams ensuring alignment, clarity and traceability from Intake of requirements through Delivery.
Business Analysis Skills:
Lead the Elicitation, Documentation and Validation of Business, Functional and Non-functional requirements.
Facilitate Interviews and working sessions with Program teams, SME&rsquo;s and Technical Staff.
Develop User Stories, Acceptance Criteria and process flows.
Document current state workflows, System dependencies and processes.
Design future state workflows aligned with Modernization goals and .NET Architectural changes if any.
Create process Maps, Decision Trees and Workflow Diagrams using Visio and other Modeling Tools.
Support Data Migration Planning by documenting Data Models, Business Rules and transformation Logic.
Experience developing Quality-of-service (non-functional) requirements - are
requirements that do not perform a specific function for the business requirement but are needed to support the functionality. For example: performance, scalability, quality of service (QoS), security and usability.
Experience developing Report Specifications - define the purpose of a report, its
justification, attributes and columns, owners and runtime parameters.
Strong organization and writing skills. Experienced developing graphic representations of complex business processes.
Provide requisite Support for Quality Assurance testing, UAT Coordination, Defect Triage and Validation of Fixes.
Review System Behavior aligns with documented requirements and Program expectations
Communicate Project Status, Risks and Decisions to PM and other leadership.
Technical Skills:
Requires an understanding of Application Architecture, re-architecting, or rebuilding strategies Viz., Azure Functions, API&rsquo;s Sql Server, .NET Core.
Legacy Systems Analysis and Integration points to determine modernization path.
Familiarity with Cloud Technologies, Microservices and modern DevOps practices
Tool Proficiency: Experience with Project &amp; Portfolio management tools like Clarity PPM, Azure DevOps, SharePoint and other off-the-shelf operational systems.
Experience:
Ideally, 7 to 8 years of relevant experience required. Past projects that involved writing requirements for legacy system migration, re-factoring or modernization would be highly preferred.
Experience leading Teams cross development, operations, security and business needs.
Educational requirements:
Education: 4 year college Degree in IT, Computer Science, Engineering or Business with a focus on Technology
Certifications: At least One Certification from IIBA as a Business Analyst. Other Agile/Scrum certifications can strengthen credibility.
The Position is Hybrid and the hire should be able to come to DCY office in Columbus as needed.
Skills:
Requires an understanding of Application Architecture, re-architecting, or rebuilding strategies Viz., Azure Functions, API&rsquo;s Sql Server, .NET Core. Required
Legacy Systems Analysis and Integration points to determine modernization path. Required
Familiarity with Cloud Technologies, Microservices and modern DevOps practices Required
Experience with Project &amp; Portfolio management tools like Clarity PPM, Azure DevOps, SharePoint and other off-the-shelf operational systems Required
Past projects that involved writing requirements for legacy system migration, re-factoring or modernization would be highly preferred. Required 8 Years
4 year college Degree in IT, Computer Science, Engineering or Business with a focus on Technology Required 4 Years
At least One Certification from IIBA as a Business Analyst. Other Agile/Scrum certifications can strengthen credibility. Required</div></div>

Business Analyst

Brown Advisory

<div>
 
 Company Overview
 
 
 
 Every firm has a culture &ndash; the values, beliefs, methodology, attitudes and standards that reflect an organization&rsquo;s DNA. But the truly inspiring firms &ndash; the game-changers, the industry leaders and the disruptors &ndash; have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.
 
 
 Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm&rsquo;s clients&mdash;including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries&mdash;are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.
 
 
 
 Job Description
 
 
 
 Brown Advisory Technology is currently seeking a mid-level Technical Business Analyst to join our team and engage in critical efforts that are currently underway, or on our immediate project roadmap. This individual will be tasked with bringing business analysis discipline and focus to our environment, while also supporting a culture of agility, entrepreneurship and innovation. In addition to gathering and coalescing requirements, this individual will assist in broader project and portfolio management activities. This may include requirements consolidation, vendor engagement through request for information/request for proposal processes, process mapping, field mapping, and other duties as requested. This individual should also have familiarity with financial portfolio management/accounting systems including Addepar.
 
 
 
 Duties And Responsibilities
 
 
 
 <ul>
 <li>
 Identify and clearly document business unit requirements.
 </li>
 <li>
 Analyze firm functions, processes, activities, and systems to improve their performance and/or effectiveness.
 </li>
 <li>
 Determine the most useful business solutions for the firm.
 </li>
 <li>
 Recommend alternative solutions to best meet the firm's goals.
 </li>
 <li>
 Work closely and collaboratively with leadership and key business stakeholders to identify and solve a variety of business problems.
 </li>
 <li>
 Solicit from stakeholders the symptoms of a problem, formally define the problem, break problem into component parts, and gather information about each of these parts from a variety of sources.
 </li>
 <li>
 Write a description of business needs, business program functions, and steps required to develop or modify an application/system/process.
 </li>
 <li>
 Review current capabilities, workflow, scheduling, lifecycle, and other limitations to determine if a program or program change is possible within an existing system (current vs. future state).
 </li>
 <li>
 Document requirements in such a way that they may be tested in a standard/repeatable fashion.
 </li>
 <li>
 Perform testing of requirements that have been written/documented, to assist with QA.
 </li>
 <li>
 Write technical and process documentation and other relevant diagrams and materials.
 </li>
 <li>
 Clear obstacles, follow-up assertively on tasks, holding team member accountable and escalating issues, as required.
 </li>
 <li>
 Drive broad stakeholder engagement and communications.
 </li>
 <li>
 Assist with oversight of 3rd party suppliers that are engaged in efforts.
 </li>
 <li>
 Consult with other team members regarding project management standards and activities.
 </li>
 <li>
 Coordinate with project teams.
 </li>
 <li>
 Create project and process specifications.
 
 
 </li>
 </ul>
 
 Job Requirements
 
 
 
 <ul>
 <li>
 3+ years&rsquo; experience as a business analyst, supporting both application development, infrastructure, and/or security technology initiatives.
 </li>
 <li>
 Strong business analysis experience supporting financial systems, investment operations platforms, or portfolio accounting systems
 </li>
 <li>
 Experience supporting system implementations, platform integrations, and operational process improvement initiatives within investment management environments
 </li>
 <li>
 Experience with data integration, reconciliation, workflow automation, enterprise data workflows, reporting/data warehouse solutions, and API-enabled platforms
 </li>
 <li>
 Familiarity with alternative investments, portfolio accounting, investment reporting, and/or financial data management processes
 </li>
 <li>
 Experience working within wealth management, asset management, family office, fintech, or related financial services environments
 </li>
 <li>
 Must understand and have experience with project management methodologies, including iterative development, Agile/Scrum, and structured approaches.
 </li>
 <li>
 Must have strong knowledge and experience with MS Project or other project management software (Jira, Confluence, Atlassian Suite, GitHub, Redmine, Version One, Yodiz, SmartSheet, Teams, SharePoint/OneDrive, Box.com, etc.)
 </li>
 <li>
 Experience establishing, documenting and maintaining process information.
 </li>
 <li>
 Experience in financial services and regulated environments is preferred.
 </li>
 <li>
 Gain a good understanding of the organization&rsquo;s business goals and objectives.
 </li>
 <li>
 Excellent communication skills, both written and verbal, including the ability to create and deliver technical presentations to technical and non-technical staff, and communicating with executive and operational management.
 
 
 </li>
 </ul>
 
 Preferred
 
 
 
 <ul>
 <li>
 Experience in financial services, wealth management and regulated environments
 </li>
 <li>
 Experience with Addepar, Canoe Intelligence, or similar investment data, reporting, portfolio management, or operational workflow platforms
 </li>
 <li>
 Familiarity with alternative investment operations, document management, and data ingestion workflows
 
 
 </li>
 </ul>
 
 Certifications
 
 
 
 One or more of the following certifications are preferred:
 
 
 <ul>
 <li>
 PMI Professional in Business Analysis (PMI-PBA)
 </li>
 <li>
 IIBA Certified Business Analysis Professional (CBAP)
 </li>
 <li>
 IIBA Certification of Capability in Business Analysis (CCBA)
 </li>
 <li>
 IIBA Entry Certificate in Business Analysis (ECBA)
 </li>
 <li>
 PMI Project Management Professional (PMP)
 </li>
 <li>
 Certified Scrum Master (CSM)
 </li>
 <li>
 Certified Scrum Professional (CSP)
 </li>
 <li>
 Prince2 Foundational/Practitioner
 
 
 </li>
 </ul>
 
 Education
 
 
 
 <ul>
 <li>
 Bachelor of Science degree in Information Technology, Information Systems, Computer Science, Computer Engineering, or a related field required
 </li>
 <li>
 Master&rsquo;s degree preferred
 
 
 </li>
 </ul>
 
 Personal Attributes
 
 
 
 <ul>
 <li>
 Strong customer service orientation.
 </li>
 <li>
 Proven analytical and problem-solving abilities.
 </li>
 <li>
 Ability to effectively prioritize and execute tasks in a very fluid environment.
 </li>
 <li>
 Adept at reading, writing, and interpreting technical documentation and procedures.
 </li>
 <li>
 Ability to present ideas and solutions in a customer-friendly way.
 </li>
 <li>
 Highly self-motivated and directed.
 </li>
 <li>
 Keen attention to detail.
 </li>
 <li>
 Skilled at working within a team-oriented, collaborative environment.
 </li>
 <li>
 Receptive to feedback, with a personal-growth orientation.
 </li>
 <li>
 Positive attitude.
 
 
 </li>
 </ul>
 MD Salary: 85-$105K. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).
 
 
 Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).
 
 
 
 Benefits
 
 
 
 At Brown Advisory we offer a competitive compensation package, including full benefits.
 
 
 <ul>
 <li>
 Medical
 </li>
 <li>
 Dental
 </li>
 <li>
 Vision
 </li>
 <li>
 Wellness program participation incentive
 </li>
 <li>
 Financial wellness program
 </li>
 <li>
 Fitness event fee reimbursement
 </li>
 <li>
 Gym membership discounts
 </li>
 <li>
 Colleague Assistance Program
 </li>
 <li>
 Telemedicine Program (for those enrolled in Medical)
 </li>
 <li>
 Adoption Benefits
 </li>
 <li>
 Daycare late pick-up fee reimbursement
 </li>
 <li>
 Basic Life &amp; Accidental Death &amp; Dismemberment Insurance
 </li>
 <li>
 Voluntary Life &amp; Accidental Death &amp; Dismemberment Insurance
 </li>
 <li>
 Short Term Disability
 </li>
 <li>
 Paid parental leave
 </li>
 <li>
 Group Long Term Disability
 </li>
 <li>
 Pet Insurance
 </li>
 <li>
 401(k) (50% employer match up to IRS limit, 4 year vesting)
 
 
 </li>
 </ul>
 
 Brown Advisory is an Equal Employment Opportunity Employer.
 
</div>

Technical Business Analyst

Exploratorium

<div>SUMMARY
The Financial Analyst is a key partner in achieving the Exploratorium&rsquo;s mission and vision by providing financial guidance, support, and analysis to senior management and multiple departments within the organization. The Financial Analyst serves as a primary financial planning authority for assigned departments and leads cross-functional finance processes across the organization. The Financial Analyst exercises independent judgment and management-level authority over financial modeling, planning methodologies, and system administration within their portfolio of responsibility. The Financial Analyst brings their interest in both details and big picture concepts to communicate financial performance compared to budget, short-term and long-term business performance in their areas of responsibility, and other financial analysis as needed. The Financial Analyst owns financial planning infrastructure and stewards execution across departments. This position reports to the Director of Financial Planning &amp; Analysis. 
ESSENTIAL FUNCTIONS<ul><li>
Own and lead the annual budgeting and quarterly forecasting processes for assigned divisions.</li><li>
Work with Financial Analyst peers to prepare budget and forecast packages, including explanatory narratives, variance analysis, and presentation materials.</li><li>
Provide independent financial oversight across cost centers and departments within assigned portfolio.</li><li>
Create financial models for specific high-visibility projects or scenarios to facilitate operational or strategic decision-making.</li><li>
Identify financial risks and opportunities and provide strategic recommendations to department and senior leadership.</li><li>
Review data at the cost center/project level, division/consolidated group level, and organization level; ensure integrity of the submitted data.</li><li>
Improve financial outcomes by analyzing results, monitoring variances, identifying trends, and recommending actions to budget owners.</li><li>
Prepare presentation-ready financial reports, charts, tables, written summaries, and other materials.</li><li>
Acts as a financial business partner to department heads and senior managers, guiding budget decisions and financial strategy for assigned portfolios.</li><li>
Serves as the financial planning authority for assigned departments, providing independent recommendations to senior leadership on budget, forecast, and long-range planning decisions.</li><li>
Research and resolve inquiries for assigned departments and/or functional areas.</li><li>
Lead personnel cost tracking and payroll variance analysis.</li><li>
Support the Director of FP&amp;A in the development and maintenance of long range financial plan.</li><li>
Convene and lead financial planning meetings with department leadership to align assumptions, timelines, and resource strategies.</li><li>
Serve as institutional administrator and functional owner of Workday Adaptive Planning, responsible for system governance, reporting architecture, access controls, and continuous improvement.</li><li>
Manage special projects and other duties as assigned.</li></ul> 
MINIMUM QUALIFICATIONS<ul><li>
BA/BS degree in finance, accounting, business or closely related field</li><li>
5 years of progressively responsible experience in financial planning and analysis, budgeting, forecasting, and institutional or departmental financial management; experience in a complex nonprofit, museum, higher education, or similarly matrixed organization preferred</li><li>
Demonstrated experience guiding annual budget development, regular forecasting, and long-range financial planning processes for multiple departments, programs, or business units</li><li>
Advanced Excel skills; strong working knowledge of Microsoft Office Suite and Google Workspace applications</li><li>
Advanced knowledge/ownership of software administration and experience in administration of enterprise financial planning systems</li><li>
Proven ability to develop, maintain, and interpret complex financial models, scenario analyses, and management reports to support strategic planning, resource allocation, and operational decision-making</li><li>
Strong attention to detail combined with sound judgment and the ability to maintain a broad institutional perspective</li><li>
Self-motivated with the ability to work effectively with minimal direction and manage multiple projects; adeptness at working on both solo projects and team projects</li><li>
Excellent verbal and written communication skills</li><li>
Demonstrated ability to build effective working relationships and influence decision-making across all levels of the organization, including guiding budget managers and departmental leaders through planning and forecasting processes</li><li>
Proven ability to interpret financial information for managers, directors, and non-finance stakeholders and work collaboratively all levels of the organization</li><li>
Demonstrated discretion, professionalism, and sound judgment in handling confidential and sensitive financial information</li></ul> 
PREFERRED QUALIFICATIONS<ul><li>
Experience working in a non-profit organization; understanding of non-profit financials and accounting practices</li><li>
Experience working in Workday Adaptive Planning, especially work experience as an Administrator</li><li>
Familiarity with business intelligence and data visualization tools (e.g. MS Power BI or Tableau)</li><li>
Experience with SQL/database report building, particularly in Salesforce</li></ul> 
PHYSICAL REQUIREMENT
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.<ul><li>
This position is based in San Francisco, California, with staff expected to work on site a designated number of days per week based on department requirements</li><li>
Ability to work at a computer and view a monitor for extended periods of time.</li><li>
Ability to use standard office equipment, including a computer, keyboard, telephone, printer and copier</li><li>
Ability to lift, carry, push or move materials up to 20 pounds</li><li>
Ability to occasionally bend, reach, stoop, and move throughout the workplace</li></ul> 
APPLICATION DEADLINE
This position is open until filled 
HOW TO APPLY
This is a regular, full-time (37.5 hours per week), exempt non-union position that includes benefits. The salary for this position is $90,000 to $95,000 DOE. Applicants must be authorized to work in the US. We are unable to sponsor or take over sponsorship of employment Visa at this time. Please, no phone calls in regards to this job. Please include a cover letter with your application. Applications submitted without a cover letter will not be considered for review. To apply, please visit the Exploratorium job page. 
The Exploratorium is proud to be an equal opportunity employer and values diversity, inclusion and respect. We welcome and strongly encourage applicants from all backgrounds. All qualified applicants will receive consideration for employment.</div>

Financial Analyst

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