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commercial credit analyst

senior financial analyst

American Express

<div>At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
How will you make an impact in this role?
The Senior Financial Analyst of Asset-backed Securitization (&ldquo;ABS&rdquo;) is a key position within Global Treasury Controllership. ABS provides one of the primary funding sources for American Express. American Express periodically securitizes Card Member receivables and loans arising from its card business through the transfer of those assets to securitization trusts. The trusts then issue securities to third-party investors, collateralized by the transferred assets.
The ABS Controllership team is responsible for the accounting, cash management, controls, and SEC &amp; Trust Investor reporting requirements to help support this vital funding source for American Express. The team is committed to excellence, talent development, encouraging work/life balance, and timely recognition of team members. This position will perform accounting, reporting, and analysis for the ABS Trusts. The ABS Analyst will be responsible for the key deliverables for the trusts, including daily settlement activity and the monthly reporting.
Specific responsibilities include:
<ul><li>Perform accounting activities and cash settlements
</li><li>Ensure a strong internal control environment including SOX and other controls &amp; compliance
</li><li>Manage all compliance and reporting tasks related to Regulation AB
</li><li>Assist in the preparation of the annual SEC Form 10-K and the Annual Information Report for the ABS Trusts
</li><li>Support the external audit engagement for Regulation AB
</li><li>Provide support for automation of ABS processes, and become SME for ABS Suite to support business initiatives / key projects
</li><li>Provide monthly and ad-hoc data submission to the business and Finance leadership in a standardized and intuitive manner
</li><li>Support automation of ABS processes, and the evolution of optimization and standardization for the asset-backed securitization process including working closely with treasury, legal, technology, Bank and other business partners
</li><li>Other ad-hoc duties as assigned
</li></ul>Minimum Qualifications:
<ul><li>Minimum 2+ years of proven accounting and financial experience
</li><li>Undergraduate degree in Accounting, Finance, or a related field
</li><li>Strong Knowledge in U.S. GAAP accounting and reporting
</li><li>High level of proficiency in Excel, Word, and PowerPoint
</li><li>Ability to articulate complex ideas with brevity, simplicity, and impact
</li><li>Flexibility to effectively function in a fast-paced environment, high energy team player
</li><li>Excellent communication skills with an innate ability to interact at all levels of the organization
</li><li>Confidence to ask questions, develop a point of view, and voice an opinion in meetings with senior executives
</li><li>Motivated self-starter able to operate on multiple, confidential, diverse fronts simultaneously, with attention to detail
</li><li>Natural strategic mindset or &ldquo;business intuition&rdquo; &ndash; ability to step back from the numbers and consider the analysis from multiple points of view, decision analysis and support skillset required
</li></ul>Preferred Qualifications:
<ul><li>CPA license or actively pursuing CPA certification preferred
</li></ul>Salary Range: $55,000.00 to $105,000.00 annually + bonus + benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we&rsquo;ll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
<ul><li>Competitive base salaries
</li><li>Bonus incentives
</li><li>6% Company Match on retirement savings plan
</li><li>Free financial coaching and financial well-being support
</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits
</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
</li><li>Free and confidential counseling support through our Healthy Minds program
</li><li>Career development and training opportunities
</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles&rsquo; Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the &ldquo; Know Your Rights &rdquo; poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: https://www.eeoc.gov/poster
Depending on factors such as business unit requirements, the nature of the position, cost and applicable laws, American Express may provide visa sponsorship for certain positions.</div>

Senior Financial Analyst

Amazon.com

<div><div>DESCRIPTION<div>
Amazon Web Services (AWS) seeks a Senior Financial Analyst to be a key member in our AWS Industries Finance team. AWS Industries is committed to helping industry customers enable their digital transformation journeys. Our primary goal is to meet customers where they are in their cloud journey and work backwards from their industry specific needs to transform their business and their entire industry.
 
 
As a Senior Financial Analyst, you will work closely with business leaders to develop financial models and analytical insights to assist in evaluating new business concepts, turning insights into operational measurements, and identifying paths to improve the overall planning and forecasting process. You will also provide strategy support to the business team. 
 
The successful candidate will have shown experiences in past roles influencing business owners and supporting strategic decision-making in a rapidly evolving environments. This role requires a self-starter with strong modeling skills, attention to detail, and an ability to manage multiple projects effectively. This role has regular interaction with executives and various business units across Amazon and therefore requires strong interpersonal and communication skills. As a business-facing finance partner, this role requires strong business sense and capability to independently drive partnership at all levels of the organization. 
 
Key job responsibilities 
<ul><li>Present financial and business insights to senior management</li><li>Build financial models for revenue forecasting and sales productivity.</li><li>Tighten internal controls for travel and program spending</li><li>Provide strategic partnership to key business initiatives and investment</li><li>Analyze detailed customer revenue trends including AWS service adoption and cost optimization.</li></ul> 
LEARNING OPPORTUNITIES: 
<ul><li>Autonomy to innovate and deliver new approaches that impact the top and the bottom line</li><li>Grow and collaborate across a wide network in a fast-paced environment</li><li>Being surrounded by inspiring and diverse talents across many different sectors and professional backgrounds</li><li>Ability to develop new skills and opportunities through lateral, geographical or functional moves</li></ul></div></div><div> 
BASIC QUALIFICATIONS<ul><li>3+ years of tax, finance or a related analytical field experience</li><li>Bachelor's degree in finance, accounting, business, economics, or a related analytical field (e.g., engineering, math, computer science), or Bachelor's degree and 3+ years of quantitative role (engineering, process re-engineering, quality assurance) experience</li></ul></div><div>
PREFERRED QUALIFICATIONS<ul><li>4+ years of participating in continuous improvement projects in your team to scale and improve controllership with measurable results experience</li><li>MBA, or CPA</li><li>Experience working with large-scale data mining and reporting tools (examples: SQL, MS Access, Essbase, Cognos) and other financial systems (examples: Oracle, SAP, Lawson, JD Edwards)</li><li>4+ years of applying key financial performance indicators (KPIs) to analyses experience</li><li>4+ years of creating process improvements with automation and analysis experience</li><li>4+ years of identifying, leading, and executing opportunities to improve, automate, standardize or simplify finance or business tools and processes experience</li><li>Six Sigma Black Belt</li><li>Experience with advanced use of SQL for data mining and business intelligence</li><li>Experience as a lean sensei, or experience working as a Quality Assurance Engineer</li></ul> 
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status. 
 
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit https://amazon.jobs/content/en/how-we-hire/accommodations for more information. If the country/region you&rsquo;re applying in isn&rsquo;t listed, please contact your Recruiting Partner. 
 
Our compensation reflects the cost of labor across several US geographic markets. The base pay for this position ranges from $60,200/year in our lowest geographic market up to $128,800/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit https://www.aboutamazon.com/workplace/employee-benefits. This position will remain posted until filled. Applicants should apply via our internal or external career site.</div></div>
 <div><div>Job details</div><ul><div><div>
USA, NY, New York</div></div><div><div>
Finance and Global Business Services</div></div></ul></div>

Senior Financial Analyst – AWS Industries, AWS Industries Finance

PayPal

<div>The Company
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. 
We operate a global, two-sided network at scale that connects hundreds of millions of merchants and consumers. We help merchants and consumers connect, transact, and complete payments, whether they are online or in person. PayPal is more than a connection to third-party payment networks. We provide proprietary payment solutions accepted by merchants that enable the completion of payments on our platform on behalf of our customers. 
We offer our customers the flexibility to use their accounts to purchase and receive payments for goods and services, as well as the ability to transfer and withdraw funds. We enable consumers to exchange funds more safely with merchants using a variety of funding sources, which may include a bank account, a PayPal or Venmo account balance, PayPal and Venmo branded credit products, a credit card, a debit card, certain cryptocurrencies, or other stored value products such as gift cards, and eligible credit card rewards. Our PayPal, Venmo, and Xoom products also make it safer and simpler for friends and family to transfer funds to each other. We offer merchants an end-to-end payments solution that provides authorization and settlement capabilities, as well as instant access to funds and payouts. We also help merchants connect with their customers, process exchanges and returns, and manage risk. We enable consumers to engage in cross-border shopping and merchants to extend their global reach while reducing the complexity and friction involved in enabling cross-border trade. 
Our beliefs are the foundation for how we conduct business every day. We live each day guided by our core values of Inclusion, Innovation, Collaboration, and Wellness. Together, our values ensure that we work together as one global team with our customers at the center of everything we do &ndash; and they push us to ensure we take care of ourselves, each other, and our communities.
Job Description Summary: We are looking for a highly motivated Senior Financial Analyst to join PayPal&rsquo;s Finance team supporting PayPal&rsquo;s Consumer Credit products. In this position, you will be responsible for contributing to the financial planning, budgeting, and forecasting process for PayPal&rsquo;s consumer credit portfolio. You will play a critical role in developing forecasts, conducting financial analysis, and providing analytical insights to drive strategic decision-making within the Consumer Credit organization.
Job Description:
Essential Responsibilities:
<ul><li>Support planning and forecasting processes</li><li>
Review business performance on regular cadences (weekly, monthly, quarterly)Collaborate with stakeholders to gather inputs and summarize insights</li><li>
Produce executive-level presentations</li><li>
Work closely with the finance and technical teams to drive process and system improvements</li><li>
Facilitate discussions with various stakeholders, manage expectations, and collaborate cross-functionally</li><li>
Consult with finance leads to review and discuss key issues, risks, and dependencies for assigned initiatives</li><li>
Document and escalate potential risks/issues, assist in developing mitigation strategies, and support their implementation</li></ul>
Minimum Qualifications:<ul><li>
Minimum of 5 years of relevant work experience and a Bachelor's degree or equivalent experience.</li></ul>
PayPal is committed to fair and equitable compensation practices.
 
 
Actual Compensation is based on various factors including but not limited to work location, and relevant skills and experience. 
 
The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit https://www.paypalbenefits.com. 
 
The U.S. national annual pay range for this role is PayPal is committed to fair and equitable compensation practices.
 
 
Actual Compensation is based on various factors including but not limited to work location, and relevant skills and experience. 
 
The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit https://www.paypalbenefits.com. 
 
The U.S. national annual pay range for this role is $84,500 to $140,250

PayPal does not charge candidates any fees for courses, applications, resume reviews, interviews, background checks, or onboarding. Any such request is a red flag and likely part of a scam. To learn more about how to identify and avoid recruitment fraud please visit https://careers.pypl.com/contact-us.
For the majority of employees, PayPal's balanced hybrid work model offers 3 days in the office for effective in-person collaboration and 2 days at your choice of either the PayPal office or your home workspace, ensuring that you equally have the benefits and conveniences of both locations. 
Our Benefits:
At PayPal, we&rsquo;re committed to building an equitable and inclusive global economy. And we can&rsquo;t do this without our most important asset-you. That&rsquo;s why we offer benefits to help you thrive in every stage of life. We champion your financial, physical, and mental health by offering valuable benefits and resources to help you care for the whole you.
We have great benefits including a flexible work environment, employee shares options, health and life insurance and more. To learn more about our benefits please visit https://www.paypalbenefits.com 
 
Who We Are:
To learn more about our culture and community visit https://about.pypl.com/who-we-are/default.aspx 
 
Commitment to Diversity and Inclusion
PayPal provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, pregnancy, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state, or local law. In addition, PayPal will provide reasonable accommodations for qualified individuals with disabilities. If you are unable to submit an application because of incompatible assistive technology or a disability, please contact us at paypalglobaltalentacquisition@paypal.com.
Belonging at PayPal:
Our employees are central to advancing our mission, and we strive to create an environment where everyone can do their best work with a sense of purpose and belonging. Belonging at PayPal means creating a workplace with a sense of acceptance and security where all employees feel included and valued. We are proud to have a diverse workforce reflective of the merchants, consumers, and communities that we serve, and we continue to take tangible actions to cultivate inclusivity and belonging at PayPal. 
Any general requests for consideration of your skills, please Join our Talent Community. 
We know the confidence gap and imposter syndrome can get in the way of meeting spectacular candidates. Please don&rsquo;t hesitate to apply.

Notice to Applicants and Employees who reside within New York city. Click https://careers.pypl.com/Contact-Us/default.aspx 
 
to view the notice.</div>

Sr Analyst, FP&A Credit

Metropolitan Transportation Authority

<div>Description 
 
 
Job Information 
Title: Staff Analyst/Transportation Planner Series
 
First Date of Posting: 09.03.2025 
Last Date of Filing: Open till filled
 
Authority: OA / TA
 
Department: Operations Planning
 
Division/Unit: Rail Planning
 
Reports for Director Rail Network Planning &amp; Operations Improvement 
Work Location: 2 Broadway, New York NY 10004 
Hours of Work: 9AM to 5PM
 
 
Staff Analyst Series 
TA EMPLOYEES MUST BE PERMANENT CIVIL SERVICE ASSOCIATE STAFF ANALYST, STAFF ANALYST I OR STAFF ANALYST II IN ORDER TO BE CONSIDERED
 
 
Responsibilities 
The selected candidate will work as part of a team responsible for planning subway service for permanent operations, temporary operations for capital work and maintenance, special events, and emergencies. The candidate will coordinate with other NYCT departments and divisions, and may be required to work with software developers, data analysts, engineers, planners, and operations management and supervision. The ideal candidate will have an excellent understanding of transit planning practices and some familiarity with the general planning context of NYC and its transportation systems.
 
Responsibilities may include:<ul><li>
Developing and assisting in the implementation of permanent and temporary service design and frequency recommendations based on quantitative analysis of current and projected future passenger demand, operational factors, and current and projected infrastructure constraints.</li><li>
Evaluating capital improvement proposals based on passenger demand, operational factors, and infrastructure requirements.</li><li>
Preparing fleet plans and forecasts. Preparing analyses and simulations evaluating current and proposed subway operations and proposed capital investments, such as CBTC signaling and infrastructure investments</li><li>
Statistical/quantitative analyses of rail operations data (running times, frequency, reliability, etc.).</li><li>
Observing and reporting on service, including estimating train loads.</li><li>
Preparing customer information materials for planned service changes.</li></ul> 
 
Compensation 
Transportation Planner Series 
Principal Transportation Planner (OA $96,595- $128,289 
Senior Transportation Planner (OA) $91,154 &ndash; $116,207 
Transportation Planner (OA): $80,256 - $103,356 
Assistant Transportation Planner (OA) $68,627 - $81,242 
 
Staff Analyst Series 
Associate Staff Analyst (TA): $96,568 - $125,031(New Hire Rate: $83,971) 
Staff Analyst II (TA): $85,425- $95,142(New Hire Rate: $74,284) 
Staff Analyst I (TA): $73,571- $87,099 (New Hire Rate: $63,972) 
 
Associate Staff Analyst (OA): $90,511 - $117,195 
Staff Analyst II (OA): $80,071- $89,179 
Staff Analyst I (OA): $68,962 - $81,642 
 
Education and Experience 
Principal Transportation Planner 
A Baccalaureate degree from an accredited college with a major in one or more of the following: engineering, urban studies, geography, transportation science, urban planning, economics, business, public administration, political science or related fields; and five (5) years of full-time paid experience in transportation planning, scheduling or operations. A master&rsquo;s degree in any of the fields listed for the baccalaureate degree may substitute for one (1) year of the required experience. 
 
Senior Transportation Planner 
A Baccalaureate degree from an accredited college with a major in one or more of the following: engineering, urban studies, geography, transportation science, urban planning, economics, business, public administration, political science or related fields; and four (4) years of full-time paid experience in transportation planning, scheduling or operations. A master&rsquo;s degree in any of the fields listed for the baccalaureate degree may substitute for one (1) year of the required experience. 
 
Transportation Planner 
Must possess education as stated above plus two (2) years of full-time paid experience in transportation operations planning or a satisfactory combination of education and experience. 
 
Assistant Transportation Planner 
Must possess education as stated above plus one (1) year of full-time paid experience in transportation operations planning or a satisfactory combination of education and experience. 
 
Associate Staff Analyst
 
A Master&rsquo;s degree from an accredited college with a major in economics, finance, accounting, business or public administration, human resources management, management science, operations research, organizational behavior, industrial psychology, statistics, personnel administration, labor relations, psychology, sociology, human resources development, political science, urban studies or a closely related field, and ONE(1) year of satisfactory full-time professional experience in one or a combination of the following: working with the budget of a large public or private concern in budget administration, accounting, economic or financial administration, or fiscal or economic research; in management or methods analysis, operations research, organizational research or program evaluation; in personnel or public administration, recruitment, position classification, personnel relations, employee benefits, staff development, employment program planning/administration, labor market research, economic planning, social services program planning/evaluation, fiscal management or in a related field; OR
 
Baccalaureate degree from an accredited college and THREE (3) years of satisfactory full-time professional experience in the areas described in 1 above. 
 
 
Staff Analyst I &amp; Staff Analyst II
 
A master&rsquo;s degree from an accredited college or science, economics, finance, accounting, business or public administration, human resources management, management science, operations research, organizational behavior, industrial psychology, statistics, personnel administration, labor relations, psychology, sociology, human resources development, political science, or urban studies, or a Juris Doctor degree from an accredited law school; or
 
A baccalaureate degree from an accredited college or university and two years of satisfactory fulltime professional experience in one or a combination of the following areas: working with the budget of a large public or private concern in budget administration, accounting, economic or financial administration, or fiscal or economic research; in management or methods analysis, operations research, organizational research or program evaluation; in personnel or public administration recruitment, position classification, personnel relations, labor relations, employee benefits, staff development, employment program planning/administration, labor market research, economic planning, social services program planning/evaluation, or fiscal management; or in a related area; or
 
An associate degree or completion of 60 semester credits from an accredited college or university and four years of satisfactory full-time professional experience as described in &quot;2&quot; above; or
 
A four-year high school diploma or its educational equivalent and six years of satisfactory full-time professional experience as described in &quot;2&quot; above; or
 
A combination of education and/or experience equivalent to &quot;1&quot;, &quot;2&quot;, &quot;3&quot;, or &quot;4&quot; above. College education may be substituted for professional experience at the rate of 30 semester credits from an accredited college or university for one year of experience. However, all candidates must have a high school diploma.
 
 
Desired Skills 
Excellent presentation, communication, and writing skills 
Proficiency in technical writing and data analysis
 
Fluency in Microsoft Office applications, especially Excel and Word and GIS
 
Knowledge of New York City Transit subway and/or bus system and the geography of New York City are highly desirable.
 
Selection Method 
Based on evaluation of education, skills, experience and interview.
 
Appointment may be at a comparable level to the current level of the selected candidate (if necessary).
 
 
Other Information 
Pursuant to the New York State Public Officers Law &amp; the MTA Code of Ethics, all employees who hold a policymaking position must file an Annual Statement of Financial Disclosure (FDS) with the NYS Commission on Ethics and Lobbying in Government (the &ldquo;Commission&rdquo;). 
 
Equal Employment Opportunity 
MTA and its subsidiary and affiliated agencies are Equal Opportunity Employers, including with respect to veteran status and individuals with disabilities.
 
 
The MTA encourages qualified applicants from diverse backgrounds, experiences, and abilities, including military service members, to apply.</div>

Staff Analyst/Transportation Planner Series - Operations Planning

Citi

<div>The Investment Assoc Intmd Analyst is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The Private Bank delivers solutions to help meet the individual, family and business needs of over 10,000 ultra-high net worth clients around the world. The Private Bank is focused on clients with a minimum net worth of $25mm and serves 40% of the world&rsquo;s billionaires and their families. 
 
Responsibilities:<ul><li>
The role of the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver investment solutions.</li><li>
Help support the senior members of the investment team in their delivery of investment solutions to clients.</li><li>
Monitor and provide guidance on the markets to internal and external clients, incorporating the views of The Private Bank&rsquo;s Investment Committee.</li><li>
Prepare investment policy statements for prospective clients</li><li>
Analyze economic trends/activities and advise the effects on the investors&rsquo; portfolios</li><li>
Recommend changes to the investors&rsquo; holdings after evaluating the economic, financial and market factors and the potential impact on the investors&rsquo; portfolios.</li><li>
Develop relationships and generate ideas with the bankers and clients that will lead to the growth of the asset base</li><li>
In support of senior team members, engage clients on investment themes and solutions, and assist in the execute of the investment solutions and trades.</li><li>
Attend internal and external meetings to stay current on financial markets, and products and services offered by Citi Private Bank.</li><li>
Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.</li><li>
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.</li></ul>
Qualifications:<ul><li>
2-5 years relevant experience</li><li>
Bachelor's degree with concentration of economics, finance or business administration; Professional experience or related occupation.</li><li>
Strong financial background, ability to communicate with co-workers and clients; excellent written and communication skills, able to work without direction, self-motivated</li><li>
US: S7, S66 (or S63/S65) NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)</li></ul>
Education:<ul><li>
Bachelor's/University degree or equivalent experience</li></ul>
-
Job Family Group:
Private Client Product Services
-
Job Family:
Investment Counselor
-
Time Type:
Full time
-
Primary Location:
New York New York United States
-
Primary Location Full Time Salary Range:
$107,960.00 - $150,640.00 
In addition to salary, Citi&rsquo;s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental &amp; vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
-
Most Relevant Skills
Please see the requirements listed above.
-
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
-
Anticipated Posting Close Date:
Sep 11, 2025
-
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. 
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. 
 
View Citi&rsquo;s EEO Policy Statement and the Know Your Rights poster.</div>

Investment Assoc Intmd Analyst Officer

<div>At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
<div>The U.S. Consumer Services Team is responsible for our suite of consumer products, services, and experiences in the U.S., including our premium, cobrand, cash back, and lending portfolios, Membership Rewards, Global Travel &amp; Lifestyle Services, the Centurion Lounge network, our Global Dining and Resy businesses, U.S. Consumer Banking, and best-in-class marketing programs across customer, prospect, and partner channels. The USCS team is focused on making membership an indisputable competitive advantage and helping each other become better leaders every day. 
</div><div></div><div>The U.S. Consumer Marketing team (USCM) is part of the US Consumer Services Group and is responsible for making membership essential by creating and delivering world class marketing for our differentiated products and services that drives demand and inspires engaged card members across the customer lifecycle.
</div>Overview:
The Senior Analyst, Savings Marketing &ndash; Acquisition will join a Deposits Marketing team focused on unlocking new revenue streams by expanding the number of relationships we have with our customers &ndash;specifically in the Banking space. This role will specifically be responsible for marketing to acquire new Savings account holders. This Senior Analyst will play a central role in the development of overall marketing strategy and building the campaign roadmap while partnering with teams across Marketing, Product, Product Development, Finance, Pricing, Compliance, and Analytics to bring these strategies to life.
The role requires a customer-centric marketer who is motivated by working in an ever-changing environment and can pair creative, solution-oriented thinking with customer insights to create effective strategy and campaigns. This role is an opportunity to help deliver marketing for product whose success is critical to the overall success of the Amex business and requires a strong communicator + collaborator to help deliver the plan.
Key Responsibilities:
<ul><li>Marketing Plan Development - Partner with multiple teams across the enterprise, including product teams, marketing teams, legal, compliance and risk, as well as external creative agencies to develop innovative marketing campaign plans with clear test &amp; learn strategy across channels such as email, web, mobile, and paid search.
</li><li>Campaign Execution Oversight - Partner with marketing execution, operations and data science to design segmentation and deploy on-time, compliant campaigns across channels &ndash; leading testing, proofing, and launches.
</li><li>Cross-Team Collaboration - Lead internal communications to enable greater speed and agility and improve marketer and broader working team experience.
</li><li>Marketing Performance Measurement - Lead the forecasting (R&amp;O), analysis, measurement and reporting out of campaign, channel, and business performance vs. forecast. Proactively identify key trends which can inform future campaigns.
</li></ul>Minimum Qualifications:
<ul><li>Passionate, data-driven marketer with ability to understand and translate data into action items that will drive performance to future marketing campaigns.
</li><li>Strong marketing know-how. Previous experience implementing marketing plans across channels in a fast-paced and results-driven team.
</li><li>Natural teammate with strong and effective communication skills who can work collaboratively on diverse cross-functional teams.
</li><li>Strong planning and organization with ability to lead highly interdependent, complex initiatives and keep various workstreams on track.
</li><li>Creative problem solver with a bias for action and proven ability to adapt when priorities change.
</li><li>Comfortable in white space and creates structure from unknown
</li><li>Experience leading Forecasting (R&amp;O) is a plus
</li><li>Strategy and campaign oversight on Email and Direct Mail are a plus
</li><li>Bachelor's Degree Required
</li></ul>Salary Range: $55,000.00 to $105,000.00 annually + bonus + benefits
The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we&rsquo;ll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
<ul><li>Competitive base salaries
</li><li>Bonus incentives
</li><li>6% Company Match on retirement savings plan
</li><li>Free financial coaching and financial well-being support
</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits
</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
</li><li>Free and confidential counseling support through our Healthy Minds program
</li><li>Career development and training opportunities
</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site .
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles&rsquo; Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the &ldquo; Know Your Rights &rdquo; poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: https://www.eeoc.gov/poster
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.</div>

Senior Analyst, Savings Marketing – Acquisition

New York University

<div>Position Summary:
<div>
The Rory Meyers College of Nursing Post-Award Grant Office is recruiting a grant financial analyst to provide day-to-day financial administration and management support. The College has an active research portfolio of awards. This position will oversee budgets and facilitate financial transactions including payroll allocation and effort tracking; implement and assist with developing internal control procedures; provide analyses of grant budgets including discussions on prioritization and programmatic goals; preparation of monthly reconciliations and financial reports; provide guidance to the research community of the College on financial and administrative matters; partner and manage relationships with NYU research offices to ensure smooth workflows; apply and ensure departmental, institutional and federal compliance as applicable. This position will service as a backup for the Grant Administrator position as needed for pre-award tasks.</div>
Qualifications:
<div>
Required Education: 
Bachelor's Degree 
 
Required Experience: 
3+ years relevant financial management experience or equivalent combination. Must include experience with expense review, financial analysis and budget management. 
 
Preferred Experience: 
Experience in an academic/higher education setting. Experience with sponsored project financial management. 
 
Required Skills, Knowledge and Abilities: 
Excellent interpersonal, organizational, analytical, and problem-solving skills including the ability to work independently and prioritize workflow. Familiarity with Windows-based software applications, and proficiency with database and spreadsheet software. 
 
Preferred Skills, Knowledge and Abilities: 
Presentation or training skills</div>
Additional Information:
<div>
In compliance with NYC's Pay Transparency Act, the annual base salary range for this position is USD $72,000.00 to USD $88,000.00. New York University considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as, market and organizational considerations when extending an offer. This pay range represents base pay only and excludes any additional items such as incentives, bonuses, clinical compensation, or other items.
 
 
NYU aims to be among the greenest urban campuses in the country and carbon neutral by 2040. Learn more at nyu.edu/nyugreen. 
 
NYU is an Equal Opportunity Employer and is committed to a policy of equal treatment and opportunity in every aspect of its recruitment and hiring process without regard to age, alienage, caregiver status, childbirth, citizenship status, color, creed, disability, domestic violence victim status, ethnicity, familial status, gender and/or gender identity or expression, marital status, military status, national origin, parental status, partnership status, predisposing genetic characteristics, pregnancy, race, religion, reproductive health decision making, sex, sexual orientation, unemployment status, veteran status, or any other legally protected basis. All interested persons are encouraged to apply at all levels.</div></div>

Financial Analyst

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