project portfolio analyst

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

Dallah Hospital

<div>
 
 
 Job Purpose
 
 
 
 
 
 
 The Strategy Analyst supports the (CSO) in driving the healthcare organization's strategic agenda by translating the organizational vision into measurable, actionable outcomes. The role exists to ensure that the organization's strategic plan is continuously monitored, rigorously analysed, and effectively executed across all departments. Through the application of the Balanced Scorecard (BSC) framework, advanced data analysis, and structured process improvement project tracking, the Strategy Analyst serves as the analytical and operational backbone of the Corporate Strategy function. The incumbent plays a pivotal role in bridging executive-level strategic intent with day-to-day organizational performance, enabling the CSO and the broader leadership team to make timely, evidence-based decisions that advance the organization's mission to deliver high-quality, patient-centred healthcare.
 
 
 
 
 
 
 Roles and Responsibilities
 
 
 
 
 
 
 Organizational Accountabilities:
 
 <ul>
 <li>
 Leads and supports the CSO in the annual and multi-year strategic planning cycle. Facilitates cross-departmental strategy alignment workshops and ensures all business units' objectives are coherently linked to the enterprise strategic plan.
 </li>
 <li>
 Owns the design, development, and continuous refinement of the organizational BSC across all four perspectives: Financial, Customer, Internal Processes, and Learning &amp; Growth.
 </li>
 <li>
 Prepares and presents high-level strategic performance reports &mdash; including KPI dashboards, variance analyses, and executive scorecards &mdash; for the CSO, C-Suite, and Board of Directors.
 </li>
 <li>
 Translates enterprise-level strategic objectives into departmental scorecards and operational targets, ensuring vertical and horizontal alignment throughout the organization.
 </li>
 <li>
 Engages with senior leadership and cross-functional heads to gather data, validate strategic assumptions, and build organizational buy-in for strategic initiatives.
 </li>
 <li>
 Identifies strategic-level risks, trends, and deviations. Provides analytical recommendations and escalates critical issues to the CSO with supporting evidence and proposed corrective actions. Identifies capability gaps in strategic thinking and BSC application across the organization. Advises on training needs and contributes to strategic literacy programmes.
 </li>
 </ul>
 
 
 
 
 Functional Accountabilities:
 
 <ul>
 <li>
 Performs advanced quantitative and qualitative analysis on clinical, operational, and financial datasets to identify trends, performance gaps, and strategic opportunities. Translates complex data into executive-level insights.
 </li>
 <li>
 Designs the KPI framework, defines measures and targets, and builds the architecture of dashboards and visual reports using Tableau or Power BI. Determines what is measured and why.
 </li>
 <li>
 Builds financial models, conducts scenario analyses, and performs cost-benefit and ROI assessments to support strategic investment decisions and recommendations to the CSO.
 </li>
 <li>
 Identify trends, issues, or deviations from the project plan and recommend corrective actions.
 </li>
 <li>
 Maintains oversight of the strategic project portfolio, monitoring alignment of all initiatives with the BSC and strategic objectives. Identifies portfolio-level risks and strategic gaps.
 </li>
 <li>
 Conducts impact assessments and cost-benefit analyses for process improvement initiatives. Evaluates post-implementation outcomes and integrates findings into the BSC and strategic reporting.
 </li>
 <li>
 Authors strategic presentations, memos, and briefing documents for the CSO, C-Suite, and Board. Leads preparation of materials for strategic planning retreats and board-level performance reviews.
 </li>
 <li>
 Attends strategic steering committees and executive meetings as an analytical resource. Contributes insights and follows up on strategic action items.
 </li>
 <li>
 Responds to time-sensitive analytical requests from the CSO and executive team, conducting rapid research and structured analysis to inform urgent strategic decisions.
 </li>
 <li>
 Not applicable. The Strategy Analyst focuses on analytical and strategic outputs, not PMO administration.
 </li>
 </ul>
 
 
 
 
 
 
 
 Job Qualifications and Requirements
 
 
 Knowledge and Experience
 
 <ul>
 <li>
 Strong analytical skills with attention to detail and ability to interpret complex data.
 </li>
 <li>
 4&ndash;6 years in data analysis, business strategy, or strategic planning roles. Healthcare sector experience is a strong advantage.
 </li>
 <li>
 Proficient in Excel, PowerPoint, and data visualization tools (e.g., Power BI, Tableau).
 </li>
 <li>
 Experience working in structured environments with multiple stakeholders.
 </li>
 </ul>
 
 Education and Certifications
 
 <ul>
 <li>
 Bachelor's degree in Business Administration, Healthcare Management, Data Analytics, Economics, or related field &mdash; required. Master's degree (MBA, MHA, MPH) &mdash; strongly preferred.
 </li>
 <li>
 Certification in project analysis, business analytics, or project management (e.g., KPI, OKR, BSC..etc) &ndash; preferred.
 </li>
 <li>
 Certifications in strategy, analytics, or performance management (e.g., BSC Professional, OKR, PMP, Data Analytics) &mdash; preferred.
 </li>
 </ul>
 
 Skills
 
 <ul>
 <li>
 Excellent administrative and organizational skills.
 </li>
 <li>
 Good communication skills in Arabic and English (verbal and written).
 </li>
 <li>
 Strong proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
 </li>
 <li>
 Ability to prepare clear reports, meeting minutes, and maintain accurate records.
 </li>
 <li>
 Time management skills with attention to detail and accuracy.
 </li>
 <li>
 Basic knowledge of IT service workflows and healthcare IT systems is desirable.
 </li>
 <li>
 Ability to manage confidential information professionally.
 </li>
 </ul>
 
 Attitude
 
 <ul>
 <li>
 Strong Work Ethic
 </li>
 <li>
 Dependability and Responsibility
 </li>
 <li>
 Possessing a Positive Attitude
 </li>
 <li>
 Adaptability
 </li>
 <li>
 Honesty and Integrity
 </li>
 <li>
 Self-Motivated
 </li>
 <li>
 Motivated to Grow and Learn
 </li>
 <li>
 Strong Self-Confidence
 </li>
 </ul>
 
 
 
</div>

Strategy Analyst

Front End

<div>Role Summary 
We are seeking a Senior FP&amp;A Analyst to be a key partner to leadership in driving financial planning, forecasting, and strategic decision-making. You will own the budgeting cycle, build robust financial models for a fast-growing, project-driven business, and translate complex data into insights that shape how we invest, price, and scale. As a technology company built on AI and automation, we expect our finance team to work the same way &mdash; using AI tools to move faster, dig deeper, and deliver sharper insights.
Key Responsibilities<ul><li>
Lead the annual budgeting and quarterly reforecasting processes end-to-end, partnering with business unit and project leads across all sectors</li><li>
Build and maintain financial models for revenue forecasting, project profitability, cash flow, and long-range planning</li><li>
Prepare monthly management reporting packs: variance analysis (budget versus actual), dashboards of key performance indicators (KPIs), and executive commentary for the CFO and leadership team</li><li>
Leverage AI tools for analysis, forecasting, reporting automation, and scenario modeling, and champion their adoption across the finance function</li><li>
Perform project-level cost analysis and margin tracking across a portfolio of major industrial and technology projects</li><li>
Support business development with pricing analysis, bid financial modeling, and scenario and sensitivity analysis for new contracts and strategic alliances</li><li>
Drive working capital analysis, including receivables, project billing milestones, and cash forecasting</li><li>
Evaluate capital expenditure requests and investment cases, including return on investment (ROI) and payback analysis</li><li>
Partner with accounting to ensure alignment between actuals, forecasts, and reporting; support month-end close review</li><li>
Continuously improve FP&amp;A processes, automation, and tooling &mdash; consistent with our culture of innovation and agility</li><li>
Mentor junior finance team members and champion best practices in financial analysis</li></ul>
Qualifications &amp; Experience<ul><li>
Bachelor's degree in Finance, Accounting, Economics, or a related field; Chartered Financial Analyst (CFA), Certified Management Accountant (CMA), Saudi Organization for Chartered and Professional Accountants (SOCPA) certification, or Master of Business Administration (MBA) preferred</li><li>
More than 5 years of progressive FP&amp;A or corporate finance experience, ideally in engineering, procurement, and construction (EPC); contracting; energy services; industrial technology; or other project-based businesses</li><li>
Strong familiarity with the Saudi market is required &mdash; including local business practices, the regulatory and tax environment (Zakat, Tax and Customs Authority requirements), and the Vision 2030 economic landscape</li><li>
AI-savvy is a must &mdash; demonstrated, hands-on use of AI tools (such as large language models, AI-assisted analytics, and automation platforms) in day-to-day finance work, with genuine curiosity to keep learning as the technology evolves</li><li>
Advanced Microsoft Excel and financial modeling skills; experience with enterprise resource planning (ERP) systems (SAP, Oracle, or similar) and business intelligence (BI) tools (Power BI, Tableau)</li><li>
Strong understanding of project accounting, percentage-of-completion revenue recognition, and working capital dynamics</li><li>
Proven ability to present financial insights clearly to senior, non-finance stakeholders</li><li>
Fluency in English required; Arabic is a strong advantage</li><li>
Experience across the wider Gulf Cooperation Council (GCC) market is a plus</li></ul></div>

Senior Financial Planning and Analysis

Daley And Associates, LLC

<div>
 
 
 
 Investment Operations &amp; Technical Support Analyst
 
 
 
 
 We are currently seeking candidates for an Investment Operations &amp; Technical Support Analyst position at a highly successful investment management firm located in Chicago, IL. The Investment Operations &amp; Technical Support Analyst will contribute to the core operations of the company's portfolio accounting platform, update and maintain security master data, and query and update data using SQL. The ideal candidate will have 3+ years of experience in Fund Accounting, Investment Operations, Trade Support, or Technical Support.
 
 
 &nbsp;
 
 
 This role offers fully remote flexibility (must be located in EST or CST). The compensation is $90-100k (depending on experience).&nbsp;
 
 &nbsp;
 
 
 
 
 Responsibilities:
 
 
 
 <ul>
 <li>
 
 Contribute to the core operations of the company's portfolio accounting platform&nbsp;
 
 </li>
 <li>
 
 Update and maintain security master data, including security setup and core maintenance, and perform troubleshooting as needed
 
 </li>
 <li>
 
 Perform end-of-day trade processing while ensuring data integrity between the portfolio accounting platform and Charles River
 
 </li>
 <li>
 
 Perform reconciliations, research, and resolve trade exceptions&nbsp;
 
 </li>
 <li>
 
 Query and update data using SQL
 
 </li>
 <li>
 
 Update and maintain data leveraging SQL (queries, joins, updates, inserts, deletes)
 
 </li>
 <li>
 
 Perform troubleshooting to address user-reported issues&nbsp;
 
 </li>
 <li>
 
 Assist in corporate actions, reporting, and investment operation activities&nbsp;
 
 </li>
 <li>
 
 Collaborate with Portfolio Accounting, Trade Operations, Investment Operations, Technical Support, and additional internal teams as needed
 
 </li>
 <li>
 
 Provide additional support as needed
 
 </li>
 </ul>
 &nbsp;
 
 
 
 
 Qualifications:&nbsp;
 
 
 
 <ul>
 <li>
 
 Bachelor&rsquo;s Degree in Finance, Information Technology, or related field
 
 </li>
 <li>
 
 3+ years of experience in Fund Accounting, Investment Operations, Trade Support, or Technical Support&nbsp;
 
 </li>
 <li>
 
 Proficiency in Bloomberg and SQL (queries, joins, updates, inserts, deletes)
 
 </li>
 <li>
 
 Strong fixed income experience&nbsp;
 
 </li>
 <li>
 
 Excellent communication and interpersonal skills
 
 </li>
 <li>
 
 Strong problem-solving and time management skills
 
 </li>
 </ul>
 &nbsp;
 
 
 For immediate consideration, interested and qualified candidates should send their resume to Morgan at marakelian@daleyaa.com.&nbsp;
 
 &nbsp;
</div>

Investment Operations & Technical Support 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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