Investment Fund Managers

At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.

As a Licensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.

**Job Responsibilities**

+ Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone

+ Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs

+ Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions

+ Document all client interactions and meeting all regulatory requirements around these activities

**Required qualifications, capabilities, and skills**

+ A valid and active Series 7 and Series 63

+ Strong compliance record in prior position(s) and ability to hold a registration in all 50 states

+ Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment

+ Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change

+ Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships

**Preferred qualifications, capabilities, and skills**

+ Bachelor's degree preferred or equivalent experience

+ 2 years of relevant financial services or brokerage experience

+ Flexibility, self-motivation, coachability, and passionate for helping people

+ Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base

**Additional information**

+ Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.

+ Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days)

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion

As an Unlicensed Investment Professional in J.P. Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams. Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.

**Job Responsibilities**

+ Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone

+ Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs

+ Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction

+ Document all client interactions and meeting all regulatory requirements around these activities

**Required qualifications, capabilities, and skills**

+ FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment

+ Strong compliance record in prior position(s) and ability to hold a registration in all 50 states

+ Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment

+ Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change

+ Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships

**Preferred qualifications, capabilities, and skills**

+ Bachelor's degree preferred or equivalent experience

+ 2 years of relevant financial services or brokerage experience

+ Flexibility, self-motivation, coachability, and passionate for helping people

+ Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base

**Additional information:**

+ Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing. Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.

+ Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST. The working hours for this role will be assigned and may fall into any of the department operating hours. Candidate may be required to work non-standard schedule (example: four 10 hour days vs. five 8 hour days).

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

**Why USAA?**

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

**The Opportunity**

As a dedicated Quantitative Risk Analyst Lead for Fraud, you will conduct and develop quantitative and analytic models, assessments and/or applications in support of risk management efforts that assess the market and identify risks and gaps in existing or proposed processes. Applies diverse methodologies and deep experience in quantitative analytics to identify and tackle complex and/or undefined risk problems. Works with leadership to remediate gaps and improvements identified between existing practices and regulatory requirements. Leads and executes complex initiatives and cross functional teams within the Chief Risk Office and across the Enterprise that drive problem resolution. Leverages broad enterprise knowledge and business acumen related to core discipline(s), products and processes.

**Additional Responsibilities Include:**

+ Develop data mapping and graph schema design for various use cases in the identity fraud space.

+ Create and maintain ETL scripts, data pipelines, and manage both batch and incremental data ingestion into Amazon Neptune and other potential graph databases/engines.

+ Develop and optimize graph queries to identify different fraud patterns.

+ Build self-service fraud intelligence tools for internal stakeholders.

+ Conduct graph analytics, including graph traversal and implementing algorithms such as community detection.

+ Perform deep link analysis to uncover interconnected fraudulent activities and conduct graph feature engineering to improve traditional fraud models and boost their performance.

This position can work remotely in the continental U.S. with occasional business travel.

**What you'll do:**

+ Applies expert analytical knowledge to use sophisticated analytics to assess future risk and/or new risks, opportunities, and efficiency.

+ Translates results into meaningful solutions to improve decision making.

+ Presents findings to senior level leadership.

+ Applies expert knowledge and industry standard methodologies to quantify risk and aggregate exposures.

+ Develops sophisticated systems and programs that measure aggregate risk exposures.

+ Performs model validations and presents results to senior leadership.

+ Applies innovative and scientific/quantitative analytical approaches to draw conclusions and make recommendations to answer business objectives and motivate change.

+ Translates recommendations into communication materials to effectively present to senior leadership. Recommendations typically have a major impact on business results.

+ Provides subject matter expertise in operationalizing recommendations.

+ Applies expert knowledge to produce sophisticated analytical material to lead discussions with cross functional teams and senior leadership to understand sophisticated business objectives and influence solution strategies.

+ Demonstrates thought leadership in cross functional team environments.

+ Drives and crafts cross functional teams in support of initiatives that have significant impact to the enterprise or a core business area.

+ Provides direction and mentorship to other team members in the peer review process.

+ Expertly communicates analytical results, findings and solutions to governance committees and business process owners and influences business analysis.

**What you have:**

+ Bachelor's degree in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative field (4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree)

+ 8 years of related quantitative analysis experience in a field relevant to risk management to include statistical analysis, modeling, mathematics or other quantitative field.

+ OR advanced degree/designation in Economics, Finance, Statistics, Mathematics, Actuarial Sciences, or other quantitative field and 6 years work experience in a quantitative field relevant to risk management

+ OR PhD in Economics, Finance, Statistics, Mathematics, or other quantitative field and up to 4 years work experience in a quantitative field relevant to risk management.

**What sets you apart:**

+ US military experience through military service or a military spouse/domestic partner

+ Proven experience in graph database technologies, particularly Amazon Neptune.

+ Strong understanding of graph theory and graph algorithms.

+ Proficiency in developing and optimizing sophisticated graph queries.

+ Experience with ETL processes and data pipeline development.

+ Familiarity with fraud detection techniques and identity fraud use cases.

+ Strong programming skills in languages such as Python, Java, or similar.

+ Excellent problem-solving skills and attention to detail.

+ Ability to work collaboratively in a team environment.

**Compensation range:** The salary range for this position is: $164,780 - $296,610 **.**

**Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

**Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.

_Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._

_USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._

**If you are an existing USAA employee, please use the internal career site in OneSource to apply.**

**Please do not type your first and last name in all caps.**

**_Find your purpose. Join our mission._**

USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.

USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself – you just need to share our passion for serving our more than 13 million members.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

California applicants, please review our HR CCPA - Notice at Collection (https://statmcstg.usaa.com/mcontent/static\_assets/Media/enterprise\_hr\_cpra\_notice\_at\_collection.pdf) here.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

**Why USAA?**

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

**The Opportunity**

As a dedicated **Financial Analyst Senior** you are responsible for solving complex business problems while performing forecasting, planning, and financial modeling related to income, profitability, liquidity, capital, leverage, asset and liability management or operating expense. Mentors team members to execute more complex financial processes and analysis, utilizing financial principles. Ensures all activities are completed within regulatory and compliance guidelines.

We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position can be based in the following locations: San Antonio TX, Plano TX, Charlotte NC, Tampa FL, Phoenix AZ or Colorado Springs CO.

Relocation assistance is **not** available for this position.

**What you'll do:**

+ Leads team or process in delivery of financial forecasts/plans for a business area or function; guides team members and oversees implementation of forecasting/planning process and model improvement initiatives and business solutions.

+ Prepares and guides team on complex financial reports and analysis or cost benefit analysis to support and provides insight for internal and external management decision-making.

+ Interprets complex financial information and makes recommendations to business leaders. Implements solutions to key financial and operational opportunities.

+ Contributes to achievement of business goals and objectives by delivering value-added business decision support to customers and business partners across the organization.

+ Leads product assignments, product pricing, product profitability and ad-hoc analysis.

+ Acts as a valued business partner by providing informed, proactive analysis and business insights to enable effective decision-making and efficient resource utilization.

+ Interacts with senior management and company leadership, guides team and promotes innovation and productivity to support USAA's mission and operating state.

+ Acquires and applies advanced knowledge of the business, its products and processes and serves as a resource to team members on escalated issues.

+ Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

**What you have:**

+ Bachelor's degree in Business, Accounting, Finance, Economics; OR a related field 4 additional years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

+ 6 years experience conducting complex financial/accounting analysis and providing actionable insights to various stakeholders OR Advanced degree in Business, Accounting, Finance, Economics, or a related field, progress towards a CPA or CFA designation and, 4 years of financial / accounting analysis or related work experience.

+ Experience using financial/accounting technologies.

+ Experience communicating key financial/accounting concepts.

+ Finance/accounting experience in a financial services environment.

+ Experience using Microsoft Office Excel for significant financial data analysis.

+ Experience in the application and adherence to financial regulations and compliance.

+ Experience producing financial reports and providing recommendations based on data.

+ Working knowledge of GAAP.

**What sets you apart:**

+ Demonstrated proficiency managing an expense P&L of up to $100m annual spend. Ability to influence senior executives in the achievement of expense targets.

+ Deep understanding of tools, systems, processes and procedures used to produce monthly financial results and forecasts. Ability to effectively communicate results to broad audiences in diverse lines of business.

+ Highly proficient with Microsoft Excel. Deep understanding of formulas, pivot tables, data retrieves, and UDA governance. Understanding of additional reporting tools including Tableau are a plus.

+ US military experience through military service or a military spouse/domestic partner.

**Compensation range:** The salary range for this position is: $103,450- $197,730 **.**

**Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

**Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.

_Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._

_USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._

**If you are an existing USAA employee, please use the internal career site in OneSource to apply.**

**Please do not type your first and last name in all caps.**

**_Find your purpose. Join our mission._**

USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.

USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself – you just need to share our passion for serving our more than 13 million members.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

California applicants, please review our HR CCPA - Notice at Collection (https://statmcstg.usaa.com/mcontent/static\_assets/Media/enterprise\_hr\_cpra\_notice\_at\_collection.pdf) here.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

BI&A Lead Financial Analyst (3969)at SMX(View all jobs) (https://www.smxtech.com/careers/)

United States

SMX is seeking a highly skilled and detail-oriented **BI&A Lead Financial Analyst** to join our Budgets, Rates, and Special Projects team. In this role, you will be responsible for managing and analyzing budgets, developing and maintaining rate models, and providing key insights through business intelligence and analytics to drive informed decision-making across various business functions. You will collaborate closely with cross-functional teams, ensuring that financial strategies align with organizational goals and contribute to the overall success of the business.

**Key Responsibilities:**

+ Assist in the creation, monitoring, and reconciliation of annual and monthly budgets for various departments or business units.

+ Ensure budget variance analysis is conducted, identifying and explaining key deviations from the forecasted budget.

+ Collaborate with department heads to provide budget-related support, offering insights for financial planning and cost optimization.

+ Develop and maintain accurate rate models, including labor rates, overhead rates, and other cost structures.

+ Perform regular analysis of rate structures to ensure competitiveness, profitability, and alignment with market trends.

+ Leverage data from various sources to generate actionable insights and support strategic business decisions.

+ Work closely with finance, operations, and strategy teams to provide timely financial analysis and recommendations.

+ Present findings and insights in a clear, concise, and actionable manner to non-technical stakeholders.

+ Support the development of financial forecasting models and scenario analysis to guide business planning and long-term strategy.

+ Continuously review and improve the efficiency of budgeting, rate modeling, and reporting processes.

+ Identify and implement automation and data integration opportunities to streamline workflows and reduce manual effort.

**Qualifications:**

+ **Education:**

+ Bachelor’s degree in Finance, Accounting, Business Analytics, Economics, or a related field.

+ Relevant certifications (e.g., CFA, CPA, or similar) are a plus.

+ **Experience:**

+ 3+ years of experience in budgeting, financial analysis, and business intelligence.

+ Experience working with financial data modeling and rate development is desirable.

+ Strong proficiency in Microsoft Excel (pivot tables, advanced formulas, data modeling, etc.).

+ Experience with Deltek Costpoint and FocusPoint is preferred

+ **Additional Skills:**

+ Strong analytical mindset with the ability to turn complex data into actionable insights.

+ Ability to analyze large data sets and identify trends, patterns, and outliers.

+ Excellent verbal and written communication skills, with the ability to present complex information to senior leadership and non-financial stakeholders.

+ Strong attention to detail and the ability to work under pressure while meeting deadlines.

+ Ability to work independently and as part of a team.

+ Strong organizational skills with the ability to prioritize and manage multiple tasks simultaneously.

**US citizenship required for work under DOD contract**

**Application Deadline: Feb. 07, 2025**

\#LI-REMOTE

The SMX salary determination process takes into account a number of factors, including but not limited to, geographic location, Federal Government contract labor categories, relevant prior work experience, specific skills, education and certifications. At SMX, one of our Core Values is to Invest in Our People so we offer a competitive mix of compensation, learning & development opportunities, and benefits. Some key components of our robust benefits include health insurance, paid leave, and retirement.

The proposed salary for this position is:

$94,700—$157,700 USD

At SMX®, we are a team of technical and domain experts dedicated to enabling your mission. From priority national security initiatives for the DoD to highly assured and compliant solutions for healthcare, we understand that digital transformation is key to your future success.

We share your vision for the future and strive to accelerate your impact on the world. We bring both cutting edge technology and an expansive view of what’s possible to every engagement. Our delivery model and unique approaches harness our deep technical and domain knowledge, providing forward-looking insights and practical solutions to power secure mission acceleration.

All qualified candidates will receive consideration for employment without regard to disability status, protected veteran status, race, color, age, religion, national origin, citizenship, marital status, sex, sexual orientation, gender identity or expression, pregnancy or genetic information.

Selected applicant may be subject to a background investigation and/or education verification.

**Company :**

HM Insurance Group

**Job Description :**

**JOB SUMMARY**

This job performs financial and business related research and analysis such as the preparation of forecasts and/or analysis of financial reports, records and trends; develops and maintains spreadsheets and databases to facilitate analysis and reporting; and is responsible for conducting and documenting financial analysis projects.

**ESSENTIAL RESPONSIBILITIES**

+ Display effective communication skills.

+ Coordinate with other departments, locations, and divisions.

+ Communicate with other departments and/or outside agencies to resolve problems.

+ Communicate with management at the Organization, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.

+ Advise management of expected outcomes, and recommending ways to improve the outcomes.

+ Conduct presentation to all levels of management in order to provide a summary of analysis regarding financial results and trends.

+ Communicate with management as to project status and completion deadlines.

+ Perform financial and business related analysis

+ Analyze, evaluate and interpret appropriate financial and statistical data.

+ Develop and/or document business policies, conduct special financial and business related studies and cooperate with other departments in the preparation of analyses.

+ Conduct financial and business related analyses and research including the preparation of forecasts and/or analysis of trends.

+ Analyze financial reports and records.

+ Provide reasoning for variances and make recommendations relative to the accounting of reserves, assets, and expenditures.

+ Advise management of expected outcomes, and recommend ways to improve the outcomes.

+ Independently pursue fundamental problem solving and documents the recommendations to management.

+ Facilitate analysis and reporting.

+ Utilize computer to input, retrieve or display accounting information.

+ Develop and maintain spreadsheets and databases.

+ Utilize PC and/or mainframe based systems and software, compiles and prepares reports, graphs and charts of data developed.

+ Serve as a project lead for special projects within the department.

+ Lead and document financial analysis projects including the preparation of ad hoc reports; to include but not limited to; gathering of data, analysis, documentation of findings, and calculation of results and generation of reports for distribution.

+ Coordinate activities to ensure the project is advancing properly and to ensure the project is completed within the timeframes established. Included in this process will be communication with Management at the Organization, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.

+ Make recommendations based on findings when necessary.

+ Other duties as assigned or requested.

**QUALIFICATIONS**

**Minimum**

+ Bachelor’s Degree or relevant experience and/or education as determined by the company in lieu of bachelor's degree

+ 7 - 10 years of related progress experience inAccounting and/or Finance including experience in leading projects of varying size and complexity

+ Experience with various computer applications to include MS Excel and/or MS Access

**Preferred**

+ None

**Skills**

+ Strong written and oral communication skills

+ Strong relationship building skills

+ Client focused with strong business acumen

+ Self-starter with the ability to work under pressure independently and as part of a team

+ Ability to think strategically and act proactively to create strong trust and confidence with business units

+ Strong innovative problem-solving capabilities

**Language (Other than English):**

None

**Travel Requirement:**

0% - 25%

**PHYSICAL, MENTAL DEMANDS and WORKING CONDITIONS**

**Position Type**

Office-based

Teaches / trains others regularly

Occasionally

Travel regularly from the office to various work sites or from site-to-site

Rarely

Works primarily out-of-the office selling products/services (sales employees)

Never

Physical work site required

Yes

Lifting: up to 10 pounds

Constantly

Lifting: 10 to 25 pounds

Occasionally

Lifting: 25 to 50 pounds

Rarely

**_Disclaimer:_** _The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job._

**_Compliance Requirement_** _: This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies._

_As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company’s Handbook of Privacy Policies and Practices and Information Security Policy._

_Furthermore, it is every employee’s responsibility to comply with the company’s Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements._

**Pay Range Minimum:**

$67,500.00

**Pay Range Maximum:**

$126,000.00

_Base pay is determined by a variety of factors including a candidate’s qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets._

Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law.

We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the email below.

For accommodation requests, please contact HR Services Online at [email protected]

California Consumer Privacy Act Employees, Contractors, and Applicants Notice

Req ID: J261034

**Overview**

GovCIO is currently hiring an experienced Finance Analyst to join our growing company. This position will support the rapidly expanding Fed/Civ business unit reporting to the FP&A business unit manager. This position will be remote full time.

**Responsibilities**

The successful candidate will have excellent finance acumen and proven leadership skill to build strong relationships with business unit executives, program managers and corporate department leads. Typical day to day activities include

• Partner with Division VP and program team to provide analysis and guidance that supports informed decision-making and opportunities to improve financial performance across the organization.

• Identify trends, opportunities, and challenges in the portfolio of programs and recommend actions based on sound analysis.

• Responsible for working with key stakeholder in creating the Division annual budget.

• Maintain and monitor program forecasts, highlight drivers, expose risks and opportunities to achieving or exceed financial targets.

• Support all aspects of program financial management and reporting, interfacing with Program Management, Contracts, Accounting and Project Setup teams to ensure projects are within negotiated parameters and funded levels.

• Understand and explain key drivers of actual results against Budget and Forecast for various contract types (FFP, T&M, LOE and Cost type)

• Prepare Estimate at Completion (EAC) analysis and corporate submission.

• Support Monthly Accounting Close activities to include cost accruals, revenue and profit review and analysis, and indirect expense review.

• Identify corrective actions needed and work with Accounting staff to ensure business unit Profit & Loss accurately reflect financial performance.

• Monitor business unit A/R (invoicing and aged receivables) and work with PMs and Billing to minimize Days Sales Outstanding.

• Support Finance Manager/Director in other ad hoc reporting requirements.

**Qualifications**

**Required Skills and Experience:**

+ Bachelor’s degree in Finance, Accounting, Business, Math or related discipline

+ 8+ years of experience demonstrating career progression and growing responsibility and scope

+ Government Contracting experience; Knowledgeable with principles of CAS, FAR and GAA

+ Experience with Deltek Costpoint and Cognos tools

+ Advanced Excel user including pivot tables, complex formulas and modeling

+ Excellent verbal and written communication skills with the ability to relay complex information concisely

+ Must be a self-motivated, energetic, critical thinker that is able to work with diverse team

**Clearance Required** No

**Company Overview**

GovCIO is a team of transformers--people who are passionate about transforming government IT. Every day, we make a positive impact by delivering innovative IT services and solutions that improve how government agencies operate and serve our citizens.

But we can't do it alone. We need great people to help us do great things - for our customers, our culture, and our ability to attract other great people. We are changing the face of government IT and building a workforce that fuels this mission. Are you ready to be a transformer?

**We are an Equal Opportunity Employer.** All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, or status as a protected veteran. EOE, including disability/vets.

Posted Pay Range

The posted pay range, if referenced, reflects the range expected for this position at the commencement of employment, however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, education, experience, and internal equity. The total compensation package for this position may also include other compensation elements, to be discussed during the hiring process. If hired, employee will be in an “at-will position” and the GovCIO reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, GovCIO or individual department/team performance, and market factors.

**Posted Salary Range**

USD $125,000.00 - USD $125,000.00 /Yr.

Submit a referral to this job (https://careers-govcio.icims.com/jobs/5732/financial-analyst-%28remote%29/job?mode=apply&apply=yes&in\_iframe=1&hashed=-1834385473)

**Location** _US-Remote_

**ID** _2025-5732_

**Category** _Financial Analysis_

**Position Type** _Full-Time_

The role of the Sr. Financial Analyst is to primarily support the Finance Director and the General Manager, as well as partnering with business leaders. This position is responsible for leading and analyzing all aspects of financial support for programs of varying types, size, complexity, and level of risk. The candidate will be responsible for teaming with various internal functions including Accounting and Finance, Program Management, Contracts, Pricing, Engineering, Operations, and Supply Chain.

Job Responsibilities:

+ Effective leadership of the program finance review processes. This includes conducting program reviews, formulating financial positions, making recommendations to leadership, and coaching program finance analysts.

+ Investigating and analyzing monthly program variances to the forecast, plan, and prior periods

+ Assisting in the consolidation and communication of the operating company’s financial performance, including performance to plan, and targets to various levels of the organization

+ Proactively performing ad-hoc analyses for strategic and operational initiatives, including sensitivity analyses for varying scenarios.

+ Demonstrate bias for action leveraging business acumen and financial data to effectively identify risks and opportunities and influence improved performance through data driven analysis.

+ Working with functional leaders and finance teams to develop monthly forecast and annual budget

+ Partnering with business leaders on strategic planning and key initiatives, including identification and execution of risk mitigation actions and realizing opportunities

+ Continuous learning mindset applying FBS (Fortive Business System) to drive continuous improvements

+ Ensure compliance with internal procedures and FAR/CAS government regulations, SOX, and GAAP

**Qualifications:**

+ Bachelor’s degree in accounting/finance/economics or similar field

+ Demonstrated problem-solving skills

+ Strong Excel, financial modeling, and data analytics skills

+ 3-5 years of experience

**Preferred requirements:**

+ MBA with finance concentration

+ Greater than 5 years of FP&A or financial analysis experience

+ Experience with supply chain and procurement

+ Government accounting knowledge including program finance

+ Working knowledge of cost and inventory accounting/financial analysis

**The successful candidate will also be able to demonstrate the following:**

Apply critical thinking to analyze programs, understand root causes, and utilize FBS (continuous improvement) tools to move the business forward.

+ Apply critical thinking to analyze programs, understand root causes, and utilize FBS (continuous improvement) tools to mitigate risks.

+ Be a change agent, embracing technology solutions for efficiency and accuracy.

+ Build partnerships with business functions, providing timely information through effective communication and fostering trust.

+ Conduct comprehensive analysis for program life cycle and bring strategic insights into program cost analysis

+ Proactively identify and implement effective countermeasures, monitor programs for risks and opportunities, and ensure compliance.

+ Actively seek feedback, anticipate customer and business needs, and adapt financial plans to meet dynamic market demands.

**Fortive Corporation Overview**

Fortive’s essential technology makes the world stronger, safer, and smarter. We accelerate transformation across a broad range of applications including environmental, health and safety compliance, industrial condition monitoring, next-generation product design, and healthcare safety solutions.

We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in software-powered workflow solutions, data-driven intelligence, AI-powered automation, and other disruptive technologies. We’re a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to groundbreaking sustainability solutions.

We are a diverse team 18,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact.

At Fortive, we believe in you. We believe in your potential—your ability to learn, grow, and make a difference.

At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone.

Fortive: For you, for us, for growth.

This position is also eligible for bonus as part of the total compensation package.

The salary range for this position (in local currency) is 89,200.00 - 165,600.00

We are an Equal Opportunity Employer

Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at [email protected].

**Responsibilities:**

Primarily support the Finance Director and General Manager. This position is responsible for analyzing program performance to budget and forecast, supporting programs of varying types, size, complexity, and level of risk. The candidate will be responsible for teaming with various internal functions including Accounting and Finance, Program Management, Operations, Contracts, Pricing, Engineering.

+ Assisting in the communication of the operating company’s financial performance, plan, and targets to various levels of the organization.

+ Investigating and analyzing monthly variances to the forecast, plan, prior period, and prior year as required.

+ Conducting ad-hoc analysis for strategic and operational initiatives.

+ Strong partnership with functional managers in accounting and finance, operations, supply chain, program management, pricing, and contracts to develop monthly forecasts and budgets.

+ Learning mindset and application of FBS (Fortive Business System) for continuous improvements.

+ Bias for action to proactively identify risks and opportunities.

+ Effective communication of data driven recommendations to move the business forward

**Qualifications**

+ Strong Excel and financial modeling or data analytics skills.

+ Ability to build strong relationships in a team environment.

+ Bias for action.

+ Intellectual curiosity and learning agility.

+ Motivation for continuous improvements.

+ Strong analytical and problem-solving skills

+ Attention to detail to ensure accuracy in business results reporting, forecasting, and planning.

+ Government accounting and GAAP knowledge preferred.

**Education and Experience:**

+ Bachelor’s degree in Accounting, Finance, Economics or similar field.

+ 2 - 4 years of FP&A or financial analyst experience.

+ Manufacturing and/or government contracting experience preferred.

**Fortive Corporation Overview**

Fortive’s essential technology makes the world stronger, safer, and smarter. We accelerate transformation across a broad range of applications including environmental, health and safety compliance, industrial condition monitoring, next-generation product design, and healthcare safety solutions.

We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in software-powered workflow solutions, data-driven intelligence, AI-powered automation, and other disruptive technologies. We’re a force for progress, working alongside our customers and partners to solve challenges on a global scale, from workplace safety in the most demanding conditions to groundbreaking sustainability solutions.

We are a diverse team 18,000 strong, united by a dynamic, inclusive culture and energized by limitless learning and growth. We use the proven Fortive Business System (FBS) to accelerate our positive impact.

At Fortive, we believe in you. We believe in your potential—your ability to learn, grow, and make a difference.

At Fortive, we believe in us. We believe in the power of people working together to solve problems no one could solve alone.

Fortive: For you, for us, for growth.

This position is also eligible for bonus as part of the total compensation package.

We are an Equal Opportunity Employer

Fortive Corporation and all Fortive Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Fortive and all Fortive Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at [email protected].

Location

San Ramon - 12657 Alcosta Blvd, Suite 250

Business

At Brookfield Residential, a leading North American land developer and homebuilder for over 65 years, we have had one goal in mind – creating the best places to call home. From the development of award-winning, master-planned communities to the creation of well-designed homes, we are committed to cultivating exceptional life experiences for our customers, partners, employees, and members of the community.As part of Brookfield — one of the largest alternative asset managers in the world — we harness our resources to bring a fresh approach, unparalleled creativity, relentless innovation, and sound Sustainability practices to the planning, development, and management of buildings everywhere. From offices, retail spaces, and logistics facilities to multifamily residences, hospitality establishments, and mixed-use structures — we are reimagining real estate from the ground up.

If you're ready to be a part of our team, we encourage you to apply.

Job Description

Overview:

With the support of the Finance Manager the Financial Analyst performs a variety of complex quantitative and qualitative duties related to the preparation, analysis, and reporting of financial and operational information for the company. This information and analysis will be used in business planning and forecasting, investment analysis, treasury analysis, and other key strategic decisions.

Key Deliverables:

+ Responsible for the analysis and presentation of the annual business plan as well as monthly and quarterly forecasts to external partners or internal leadership teams. This includes:

+ Manage complex asset level cash flow projections and financial forecasts

+ Review and update revenue, direct and indirect construction costs, permits and fees, land development, and SG&A for forecast assumptions

+ Analyze and validate Capitalized expenses and Cost of Sales recognition

+ Lead quarterly budget review meetings with Department Heads

+ Perform insightful analysis to explain budget variances for Divisional VPs & President

+ Assist in preparation of quarterly and annual business plan financial deliverables

+ Set up new projects in Vena and Excel applications

+ Ensure the ongoing operational analysis of business functions. This includes:

+ Analysis of revenue, expenses, and overall profitability

+ Generate corporate schedules, variance explanations, and analyses

+ Produce quarterly profit participation reports and final reconciliations, including end-of-project Audit preparations

+ Prepare financial tables for Business Plan meeting discussions

+ Maintain and roll forward monthly files and assist with Joint Venture report management

+ Assist ad hoc reporting and departmental support as needed, which includes:

+ Provide support for sales reports, unit activity forecasts, data Integrity initiatives, and quarterly supplemental schedules

+ Implement budget review tools to increase transparency among departments

+ Identify and resolve automated system discrepancies

+ Prepare ad hoc analyses for acquisition decisions and business planning

What You Bring:

+ Bachelors in Accounting, Finance, or Business (required)

+ Finance/Accounting background with 3-5 years of experience in a fast-paced environment

+ Deep understanding of key financial and project accounting concepts and applications

+ Homebuilding and/or Land Development experience (preferred)

+ Experience working with financial modeling and discounted cash flows, with specific focus on strong financial and analytical skills, including sound business judgement

+ Must be independent, detail oriented, and effective at multi-tasking and problem solving

+ Possess an entrepreneurial mindset with an ability to take initiative and ownership of responsibilities

+ Advanced Excel skills required and proficient in Microsoft Office applications

+ Available to work flexible work hours, including evenings and weekends, at critical times for the business (e.g. quarter-end and yearly business planning)

What We Offer:

+ Base Salary Range: $80,0000 - $105,000

+ Bonus Potential: Up to 15%

+ Excellent extended medical, dental and vision benefits beginning day 1

+ 401(k) matching, vesting begins day 1

+ Career development programs

+ Charitable donation matching

+ Paid Volunteer Hours

+ Paid parental leave

+ Family planning assistance including IVF, surrogacy and adoptions options

+ Wellness and mental health resources

+ Pet insurance offering

+ A culture based on our values of Passion, Integrity and Community

#BRP

#LI-BT1

Brookfield Residentialparticipates in the E-Verify process (https://www.e-verify.gov/) to confirm the eligibility of candidates to work in the United States.

We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.

At Brookfield Properties, our success starts with our people. People like you. We develop, operate, and manage more than 1100 properties and 395 million square feet of real estate across the globe. It’s a feat that wouldn’t be possible without our team, a diverse group of creative visionaries and innovative experts who are relentless in pursuit of one goal: to ensure our buildings don’t simply meet the needs of our tenants, residents, and communities — but exceed them, every day.