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Career Details

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13-2051.00 - Financial and Investment Analysts


Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.


Key Facts
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Bright Outlook
Career Details
Green Job
Career Details
Current Employment
277,600
Estimate
Forecasted Employment
310,000
Estimate
Change in Employment
+32,300
Estimate
Change in Employment %
+11.7%
Estimate
Tasks
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Tasks
The tasks listed below can be performed to prepare you for a career in this field.
Generic
  • Advise clients on aspects of capitalization, such as amounts, sources, or timing.
  • Analyze financial or operational performance of companies facing financial difficulties to identify or recommend remedies.
  • Assess companies as investments for clients by examining company facilities.
  • Collaborate on projects with other professionals, such as lawyers, accountants, or public relations experts.
  • Collaborate with investment bankers to attract new corporate clients.
  • Conduct financial analyses related to investments in green construction or green retrofitting projects.
  • Confer with clients to restructure debt, refinance debt, or raise new debt.
  • Create client presentations of plan details.
  • Determine the prices at which securities should be syndicated and offered to the public.
  • Develop and maintain client relationships.
  • Draw charts and graphs, using computer spreadsheets, to illustrate technical reports.
  • Employ financial models to develop solutions to financial problems or to assess the financial or capital impact of transactions.
  • Evaluate and compare the relative quality of various securities in a given industry.
  • Evaluate capital needs of clients and assess market conditions to inform structuring of financial packages.
  • Inform investment decisions by analyzing financial information to forecast business, industry, or economic conditions.
  • Interpret data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.
  • Monitor developments in the fields of industrial technology, business, finance, and economic theory.
  • Monitor fundamental economic, industrial, and corporate developments by analyzing information from financial publications and services, investment banking firms, government agencies, trade publications, company sources, or personal interviews.
  • Perform securities valuation or pricing.
  • Prepare all materials for transactions or execution of deals.
  • Prepare plans of action for investment, using financial analyses.
  • Present oral or written reports on general economic trends, individual corporations, and entire industries.
  • Purchase investments for companies in accordance with company policy.
  • Recommend investments and investment timing to companies, investment firm staff, or the public.
  • Specialize in green financial instruments, such as socially responsible mutual funds or exchange-traded funds (ETF) that are comprised of green companies.
  • Supervise, train, or mentor junior team members.
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Knowledge
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Knowledge

The items listed below are organized into sections that contain knowledge useful for pursuing a career in this field. Each section also contains a "Percentage of Importance" statistic that shows how relevant an item is to the occupation.
No specific knowledge is listed for this career
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Tools
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Tools
The tools listed below include machines, equipment, tools, and software that is useful for individuals who are interested in this career.
 Personal communication devices
  • Multi-line telephone systems
 Computers
  • Laptop computers
  • Notebook computers
  • Desktop computers
  • Personal computers
  • Tablet computers
 Computer data input devices
  • Computer data input scanners
 Duplicating machines
  • Photocopying equipment
  • Laser facsimile machines
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Technology
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Technology
The technologies listed below include machines, equipment, tools, and software that is useful for individuals who are interested in this career.
 Business function specific software
  • ADP Workforce NowHOT
  • Human resource management software HRMS
  • Microsoft ProjectHOT
  • Microsoft SharePointHOT
  • Oracle Primavera Enterprise Project Portfolio ManagementHOT
  • Ivorix Neurostrategy Finance
  • Matheny Pattern Forecaster Plus
  • NeuroSolutions for MatLab
  • Microsoft OfficeHOT
  • Marketo Marketing AutomationHOT
 Finance accounting and enterprise resource planning ERP software
  • Fund accounting software
  • Intuit QuickBooksHOT
  • Sage 50 Accounting
  • Tax software
  • Microsoft DynamicsHOT
  • Microsoft Dynamics GPHOT
  • NetSuite ERPHOT
  • Oracle Fusion ApplicationsHOT
  • Oracle HyperionHOT
  • Oracle JD Edwards EnterpriseOneHOT
  • Oracle PeopleSoftHOT
  • Oracle PeopleSoft FinancialsHOT
  • SAPHOT
  • SAP Business ObjectsHOT
  • SAP BusinessObjects Data IntegratorHOT
  • SSA Global Infinium Financial ManagementHOT
  • Advanced Portfolio Technologies Report Builder
  • Advanced Portfolio Technologies Simulator
  • AnalyzerXL
  • Annuities analysis software
  • Aspen Graphics
  • BizBench
  • BizPricer
  • Bloomberg Professional
  • Business Forecast Systems Forecast Pro
  • DealMaven Comparable Company Valuation Analysis
  • DealMaven M&A Accretion/Dilution One-Pager
  • DealMaven Modeling ToolPack for Excel
  • Delphi Technology
  • Derivatives Imagine Trading System
  • Derivicom FinOptions XL
  • Economic forecasting software
  • Experian Credinomics
  • Express Business Valuations
  • FinEng Solutions PerfoRM
  • FinEng Solutions Quantis
  • Financial modeling software
  • Fractal pattern analysis software
  • Genetic algorithm optimization software
  • Harland Financial Solutions DecisionPro
  • I-flex Solutions Reveleus Investment Performance Measurement
  • Innova Financial Solutions Derivatives Expert
  • Leading Market Technologies EXPO
  • Longview Consolidation
  • Longview Performance Management Platform
  • Longview Solutions Khalix
  • Market forecast software
  • MergerStat Control Premiums
  • MergerStat Price to Earnings Ratios
  • MoneySoft Corporate Valuation
  • Monte Carlo simulation software
  • Montgomery Investment Technology Bonds XL
  • Montgomery Investment Technology Exotics XL
  • Montgomery Investment Technology FinTools
  • Montgomery Investment Technology Options XL
  • Montgomery Investment Technology QuoteTools
  • Montgomery Investment Technology Risk XL
  • Montgomery Investment Technology SigTools
  • Moody's KMV CreditEdge
  • Moody's RiskCalc
  • Moss Adams Profit Mentor
  • Mutual fund analysis software
  • NeuroSolutions Trading Solutions
  • OptionVue Options Analysis
  • Oracle E-Business Suite Financials
  • Palisade Bond @nalyst
  • Peer-to-Peer Financial Analysis
  • Pi Blue OptWorks Excel
  • Portfolio management software
  • Pricing software
  • Quantifying marketability discount QMD modeling software
  • RiskMetrics Group WealthBench
  • Securities analysis software
  • Spreadware Business Financial Analysis
  • Spreadware Business Valuator
  • Spreadware Pro Forma
  • Steele Mutual Fund and Variable Annuity Expert
  • SunGard BancWare
  • SunGard Kiodex Risk Workbench
  • TechHackers Convertible Bond @nalyst
  • TechHackers Credit @nalyst
  • TechHackers Exotic @nalyst
  • TechHackers Financial @nalyst
  • TechHackers IRO @nalyst
  • TechHackers MBS @nalyst
  • TechHackers Swap @nalyst
  • Tetrahex Fractal Finance
  • Tips Standard Securities Calculation Bond Analytics Module
  • Tips Standard Securities Calculation Mortgage-Backed Analytics Module
  • Trendsetter Software ProAnalyst
  • Unlimited Learning Resources Valusource Pro
  • ValuSource BIZCOMPS
  • Whitebirch Software Projected Financials
  • Wolfram Research Derivatives
  • Wolfram Research Mathematica Finance Essentials
  • Wolfram Research Mathematica UnRisk Pricing Engine
 Content authoring and editing software
  • Microsoft VisioHOT
  • Google DocsHOT
  • Microsoft OneNote
  • Microsoft WordHOT
  • Report generation software
  • Montgomery Investment Technology Utility XL
  • TickQuest NeoTicker
  • Apple Keynote
  • DealMaven PresLink for PowerPoint and Word
  • Google Slides
  • Microsoft PowerPointHOT
  • Apple AppleWorks
  • Corel QuattroPro
  • IBM Lotus 1-2-3
  • Microsoft ExcelHOT
 Content management software
  • Microsoft Office SharePoint Server MOSS
 Data management and query software
  • Salesforce softwareHOT
  • Apache HiveHOT
  • Apache PigHOT
  • Teradata DatabaseHOT
  • Microsoft SQL Server Reporting ServicesHOT
  • SAP Crystal ReportsHOT
  • Data entry softwareHOT
  • FileMaker Pro
  • IBM Lotus Approach
  • Microsoft AccessHOT
  • Microsoft SQL ServerHOT
  • Oracle softwareHOT
  • Structured query language SQLHOT
  • YardiHOT
  • LexisNexis
  • TradeTools Financial Market Databases
  • TradeTools Monthly U.S. Economic Database
  • Ward Systems Group NeuroShell Trader
  • dailyVest Investment Personalization Platform
  • IBM Cognos ImpromptuHOT
  • MicroStrategyHOT
  • Oracle Business Intelligence Enterprise EditionHOT
  • Qlik Tech QlikViewHOT
  • TableauHOT
 Development software
  • Perforce Helix software
  • Microsoft Visual BasicHOT
  • Microsoft Visual Basic for Applications VBAHOT
  • RHOT
 Industry specific software
  • Analyse-it
  • Data visualization software
  • Decisioneering Crystal Ball
  • Genetic algorithm software
  • IBM SPSS StatisticsHOT
  • Keypoint DataDesk
  • Mathematical software
  • Neural network modeling software
  • Palisade Evolver
  • Palisade StatTools
  • Pattern recognition software
  • SASHOT
  • SAS JMP
  • StataCorp Stata
  • The MathWorks MATLABHOT
  • Ward Systems Group GeneHunter
  • Ward Systems Group NeuralShell Predictor
  • Wolfram Research Mathematica
 Information exchange software
  • Email software
  • IBM NotesHOT
  • Microsoft ExchangeHOT
  • Microsoft OutlookHOT
 System management software
  • IBM Power Systems software
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Certifications
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Certifications
The certifications listed below are useful to pursue if you are interested in a career in this field.
 Specialty
 Advanced
 Product/Equipment
  • IBM Certified Advanced Deployment Professional Service Management Asset and Financial Management v2
    1133 Westchester Avenue White Plains, NY 10604404-238-1234 (outside U.S.)

  • Hyperion Financial Management 9.3 Administrator Certified Expert
    500 Oracle Parkway, Redwood Shores, CA 94065800-833-3536

  • Oracle E-Business Suite R12 Financials Certified Expert Consultants Payables
    500 Oracle Parkway, Redwood Shores, CA 94065800-833-3536

  • Oracle E-Business Suite R12.1 Receivables Essentials
    500 Oracle Parkway, Redwood Shores, CA 94065800-833-3536

  • Oracle E-Business Suite R12.1 General Ledger Essentials
    500 Oracle Parkway, Redwood Shores, CA 94065800-833-3536

  • Oracle E-Business Suite R12.1 Payables Essentials
    500 Oracle Parkway, Redwood Shores, CA 94065800-833-3536

  • Oracle E-Business Suite 12 Financial Management Certified Implementation Specialist: Receivables
    500 Oracle Parkway, Redwood Shores, CA 94065800-833-3536

  • PeopleSoft Enterprise Certified Expert 9 Financial Management, General Ledger Consultant
    500 Oracle Parkway, Redwood Shores, CA 94065800-833-3536

  • JD Edwards EnterpriseOne 9 Financial Management Certified Implementation Specialist
    500 Oracle Parkway, Redwood Shores, CA 94065800-833-3536

  • Microsoft Dynamics SL 2011 Financials
    One Microsoft Way, Redmond, WA 98052-6399

  • Microsoft Dynamics SL 7.0 Financials
    One Microsoft Way, Redmond, WA 98052-6399

  • IBM Certified Designer - Cognos 10 BI Reports
    1133 Westchester Avenue White Plains, NY 10604404-238-1234 (outside U.S.)

  • IBM Certified Designer - Cognos 10 BI Multidimensional Reports
    1133 Westchester Avenue White Plains, NY 10604404-238-1234 (outside U.S.)

  • IBM Certified Developer - Cognos 10 BI OLAP Models
    1133 Westchester Avenue White Plains, NY 10604404-238-1234 (outside U.S.)

  • IBM Certified Developer - Cognos 10 BI Scorecards
    1133 Westchester Avenue White Plains, NY 10604404-238-1234 (outside U.S.)

  • IBM Certified Developer - Cognos Real-time Monitoring
    1133 Westchester Avenue White Plains, NY 10604404-238-1234 (outside U.S.)

  • IBM Certified Solution Expert - Cognos BI
    1133 Westchester Avenue White Plains, NY 10604404-238-1234 (outside U.S.)

  • IBM Certified Administrator - Cognos TM1 10.1
    1133 Westchester Avenue White Plains, NY 10604404-238-1234 (outside U.S.)

  • IBM Certified Developer - Cognos 10 Controller
    1133 Westchester Avenue White Plains, NY 10604404-238-1234 (outside U.S.)

  • IBM Certified Developer - Cognos Financial Statement Reporting
    1133 Westchester Avenue White Plains, NY 10604404-238-1234 (outside U.S.)

  • IBM Certified Developer - Cognos TM1 10.1
    1133 Westchester Avenue White Plains, NY 10604404-238-1234 (outside U.S.)

  • IBM Certified Solution Designer - Cognos 10 Planning
    1133 Westchester Avenue White Plains, NY 10604404-238-1234 (outside U.S.)

  • IBM Certified Specialist - Cognos 8 Controller
    1133 Westchester Avenue White Plains, NY 10604404-238-1234 (outside U.S.)

  • IBM Certified Specialist - Cognos TM1 10.1 Data Analysis
    1133 Westchester Avenue White Plains, NY 10604404-238-1234 (outside U.S.)

  • IBM Certified Specialist - Cognos ICM Essentials
    1133 Westchester Avenue White Plains, NY 10604404-238-1234 (outside U.S.)

  • IBM Certified Specialist - Cognos Disclosure Management
    1133 Westchester Avenue White Plains, NY 10604404-238-1234 (outside U.S.)

  • IBM Certified Solution Expert - Cognos BI
    1133 Westchester Avenue White Plains, NY 10604404-238-1234 (outside U.S.)

 Core
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Licensing
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Licensing
The licensing information below is organized into sections and is useful for pursuing if you are interested in a career in this field.
No specific licensing information is listed for this occupation in the area you have selected.
All data sourced from US Department of Labor, Employment & Training Administration O*Net Database.
Related Programs
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Programs related to this career, offered by participating institution(s), are listed below.

Clicking on the Degree programs in the list below will take you away from the Careers page.
INSTITUTION
PROGRAMS
Germanna Community College
J Sargeant Reynolds Community College
John Tyler Community College
Lord Fairfax Community College
New River Community College
Northern Virginia Community College
Paul D. Camp Community College
Rappahannock Community College
Southside Virginia Community College
Thomas Nelson Community College
Tidewater Community College
Virginia Highlands Community College
Virginia Western Community College
Wytheville Community College
Jobs
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Job List

The jobs listed below have been found near USA (entered above) and are related to the Career selected. You can use the Location box above to change the city/state or zipcode to explore this or other careers at other locations of interest.


Clicking on a Job in the list below will take you away from the Careers page.
Job Title Company Date Location Details
Financial Analyst Taco Cabana Sat, 20 Nov 2021 03:58:52 GMT | 30+ days ago San Antonio, TX 78232 A minimum of 2-3 years of previous financial analyst experience, including reporting and variance analysis, budget & forecasting, or operations finance in a…
Investment Analyst Tulane University Wed, 08 Sep 2021 19:07:36 GMT | 4 months ago Darien, CT The Analyst supports the full range of investment due diligence, including manager sourcing and meetings, financial and risk analysis, and developing investment…
Financial Analyst - Telecommute for MN or WI Residents Allina Health System Fri, 22 Oct 2021 22:13:26 GMT | 30+ days ago Minneapolis, MN Monitors ongoing financial performance, oversees financial reports for areas of responsibility, and shares results with stakeholders.
Financial Analyst The Edge Fitness Clubs, LLC Tue, 11 Jan 2022 15:30:15 GMT | 6 days ago Orange, CT 06477 Build, manage, and analyze department budgets vs actuals, financial trend analysis, KPI analysis· Prepare concise, accurate and actionable management reports…
Analysts Silverwood Partners LLC. Tue, 31 Mar 2020 13:47:58 GMT | 21 months ago Sherborn, MA 01770 Silverwood provides analysts with the opportunity to immediately assume a high degree of responsibility. Analysts should possess a Bachelors degree from a top…
Trade Operations and Faith Based Investment Analyst GuideStone Fri, 07 Jan 2022 02:32:30 GMT | 11 days ago Dallas, TX Recommend trading activity to portfolio managers and investment analysts. Understanding of investment philosophies and processes.
Investment Analyst Kore Capital Thu, 18 Nov 2021 00:27:37 GMT | 30+ days ago Boynton Beach, FL 33426 Proficiency in Excel models and financial analysis. The Investment Analyst will be involved in every aspect of the investment process from.
Investment Analyst Baldwin Brothers LLC Thu, 06 Jan 2022 20:30:02 GMT | 11 days ago Remote Develop thematic and company specific ESG research to identify investment opportunities. Become an investment and ESG resource for the firm’s advisors.
Investment Analyst Kinetix Fri, 17 Dec 2021 17:25:03 GMT | 30+ days ago Houston, TX 77086 In this position, you will be responsible for investment analysis, financial market analysis, market and manager research, as well as documentation management…
Investment Analyst Stacked Invest Wed, 12 Jan 2022 03:51:30 GMT | 6 days ago Chicago, IL 60606 At least five years of experience as an investment analyst. Monitor financial press to track market trends, opportunities, risks and new investment products.
Financial Analyst Wilary Winn Tue, 18 Jan 2022 09:41:30 GMT | 3 hours ago Oakdale, MN 55128 Estimate the fair value of illiquid financial instruments including mortgage servicing rights. Determine the fair value of assets, liabilities, equity and…
Financial Analyst Seismic Wed, 24 Nov 2021 03:05:43 GMT | 30+ days ago California Compile and prepare accurate, insightful, and well-formatted financial information. Must be proficient with Excel - must be able to create and edit complex…
Sr. Financial Analyst - MNC (Colorado) Anuvu Wed, 08 Dec 2021 22:13:45 GMT | 30+ days ago Englewood, CO 80111 Demonstrated experience successfully participating in the financial planning processes. Prepare regular monthly financial reports to provide timely insight…
Jr. Financial Analyst Childrens Institute Inc Tue, 04 Jan 2022 02:08:19 GMT | 14 days ago Los Angeles, CA 90026 Provides business partnership, financial planning, and analytics across the agency. They will be the key liaison between finance and program assisting the FP&A…
Investment Banking Analyst (CO) FMI Corporation Fri, 14 Jan 2022 06:17:59 GMT | 4 days ago Denver, CO Performing financial analysis and financial modeling. Previous investment banking or corporate finance experience desired.
Investment Analyst Castle Hill Partners Inc. Mon, 17 Jan 2022 14:23:41 GMT | 22 hours ago Austin, TX 78703  Prepare detailed financial models for investment return analysis.  Prepare monthly financial reports to Joint Venture partners.
Investment Analyst-Back Office Operations Nationwide Wed, 12 Jan 2022 20:38:07 GMT | 5 days ago Columbus, OH 43215 An Investment Operations analyst position responsible for operational functions supporting portfolios managed by Nationwide Investments.
Entry Level Financial Analyst Reynolds and Reynolds Wed, 05 Jan 2022 14:05:02 GMT | 12 days ago Dayton, OH 45430 Duties include budget preparation and associated analysis of financials (sales, expenses, balance sheet and cash flow) actual versus prior year versus plan…
Sr. Analyst; Financial Planning and Analysis Valera Health Wed, 05 Jan 2022 19:17:11 GMT | 12 days ago New York State Experience with Excel and financial modeling. Prior experience in investment banking preferred. Build customized financial models for business level performance…
Financial Analyst Boston Whaler Fri, 03 Dec 2021 20:09:17 GMT | 30+ days ago Remote The KPIs focus on operations, spending and new product financial performance. Complete monthly financial close which includes, but is not limited to, journal…
Senior Financial Analyst - Marketing Indeed Wed, 12 Jan 2022 18:15:27 GMT | 5 days ago Austin, TX 4+ years work experience in financial planning & analysis, accounting, investment banking, consulting, and/or corporate finance.
Junior Portfolio Analyst Plug and Play Tech Center Tue, 04 Jan 2022 17:35:25 GMT | 13 days ago Sunnyvale, CA 94085 Support lead portfolio analyst on data projects. Input financial data into Excel, Google Sheets, and Playbook (Plug and Play’s propriety innovation software).
Entry Level Financial Analyst CCS Global Tech Mon, 27 Dec 2021 17:51:59 GMT | 21 days ago Dallas, TX Recommend investments and timings; prepare action plans for investment using financial analysis. Maintain confidentiality of financial information, investment…
Financial Analyst Roessel Joy Fri, 10 Dec 2021 14:36:22 GMT | 30+ days ago Boston, MA 02199 Develop financial and operational presentations for our executive team and investors. Work with operation managers within the organization to develop a…
Financial Analyst Big Fish Games Thu, 06 Jan 2022 19:44:36 GMT | 11 days ago Washington State 2+ years of experience in performing financial planning and analysis job function including budgeting, forecasting, and financial reporting.
Senior Financial Analyst - Reporting CAE Inc. Tue, 04 Jan 2022 22:01:25 GMT | 13 days ago Remote Mastery of Microsoft Excel, with proven expert level financial modeling skills. Provide financial planning & analysis support for new initiatives and other ad…
Financial Analyst Project Resources Group, Inc Mon, 17 Jan 2022 17:53:31 GMT | 19 hours ago Greenwood Village, CO 80111 Responsible for performing established and ad hoc financial analysis. Routine communication relating to financial close, issues, and deliverables.
Investment Analyst First Hospitality Mon, 03 Jan 2022 17:47:19 GMT | 14 days ago Rosemont, IL 60018 At least two years of prior professional financial analysis experience preferred. Building/maintaining relationships with external parties and peers in the…
Financial Analyst Southern MD JobSource Mon, 27 Dec 2021 14:14:38 GMT | 21 days ago Remote Gather and consolidate information for numerous data calls and develop financial reports. Provide technical support and analysis of the Program Related…
Jr Financial Analyst Maersk Mon, 17 Jan 2022 15:39:18 GMT | 21 hours ago Charlotte, NC Must understand business/process impact on financial results. Advanced technical skills in Excel, PowerBI & Power Point (pivot tables, financial & statistical…
Investment Analyst The Ohio State University Fri, 29 Oct 2021 16:14:18 GMT | 30+ days ago Columbus, OH 43201 The Analyst will be an integral part of the investment process and gain broad exposure to investment strategy, portfolio construction and financial markets.
Junior Financial Analyst Melaleuca, Inc. Tue, 11 Jan 2022 07:29:22 GMT | 7 days ago Idaho Falls, ID 83402 Updates key company performance measurements for non-financial managers to better understand, track and improve their operational efficiency.
Investment Analyst Hospitality Ventures Management Group Thu, 06 Jan 2022 23:47:20 GMT | 11 days ago Atlanta, GA 30328 Build integrated financial models for targeted acquisitions under different scenarios and perform valuation analyses. Perform ad-hoc analysis as needed.
Investment Analyst JPI Sat, 15 Jan 2022 13:53:19 GMT | 2 days ago San Diego, CA 92130 Excellent problem solving & financial modeling skills. Competitive candidates will possess prior experience within investment management, real estate…
Financial Analyst Texas Children's Hospital Wed, 12 Jan 2022 00:26:23 GMT | 6 days ago Houston, TX Assist in preparation of financial models. Prepare financial and statistical reports and monitor trends and variances.
Financial Analyst Disney Parks, Experiences and Products Sat, 15 Jan 2022 16:02:05 GMT | 2 days ago Orlando, FL Budgeting and financial planning experience. Ensure accuracy of all financial information received and shared for plan and forecast processes and financial…
Financial Analyst Green Monday/Omni Wed, 17 Nov 2021 07:42:24 GMT | 30+ days ago Remote Expert technical understanding of financial statements (Income Statement, Balance Sheet, and Cash Flows). Collect, develop, and report accurate, actionable, and…
Investment Analyst Prudential Fri, 17 Dec 2021 19:03:58 GMT | 30+ days ago Newark, NJ 07102 Corporate finance or transaction-related experience, M&A experience at an investment bank preferred. As part of the Corporate Development team, the Investment…
Financial Analyst The Walt Disney Company (Corporate) Thu, 13 Jan 2022 14:52:23 GMT | 4 days ago Orlando, FL Learn the sales revenue process and how it impacts financial reporting and the general ledger. Provide assistance and expertise to internal partners to help…
Financial Analyst Cushman & Wakefield Sun, 16 Jan 2022 17:08:56 GMT | 1 day ago New York, NY Convey all particulars and findings of a transaction (financial projections, market and location issues and tenant analysis, etc.).
Sr. Financial Analyst PureWest Energy, LLC Thu, 13 Jan 2022 17:45:24 GMT | 4 days ago Denver, CO 80202 Working knowledge of accounting principles, financial statements and financial analysis methods. Advanced business/financial modeling, Excel and Power Point…
Investment Banking Analyst Pegasus Intellectual Capital Solutions Fri, 03 May 2019 10:18:40 GMT | 2 years ago Chicago, IL Analyze historical financial statements and financial projections. Analyze historical financial statements and financial projections.
Financial Analyst 1 Oracle Sat, 04 Dec 2021 01:41:43 GMT | 30+ days ago United States Assist in consolidation and reporting of financial results; preparation of annual budget. Financial support to business areas through financial analysis,…
Financial Analyst - CA TSN Wed, 12 Jan 2022 21:49:55 GMT | 5 days ago Remote Prepares and supervises the preparation of complex analytical and financial reports. Provides comprehensive and complex financial analyses, with an emphasis on…
Financial Analyst- Full time (100%) Adena Health System Fri, 07 Jan 2022 00:01:45 GMT | 11 days ago Ohio Excellent business and financial acumen. Responsible for financial analysis for the system. Evaluate and enhance financial reporting and analysis.
Investment Analyst FinDox Inc. Fri, 07 Jan 2022 22:27:49 GMT | 10 days ago El Segundo, CA 90245 Extract business and financial data from company financial reports and organize / structure it within the FinDox Analytics platform in accordance with our…
Senior Merger and Acquisitions Analyst Ramzeetech inc Wed, 12 Jan 2022 22:02:05 GMT | 5 days ago Santa Clara, CA Open to other industries if the experience is there with valuation and financial modeling. Minimum of 8 plus years of financial modeling and analysis required…
Financial Analyst Hasbro Fri, 19 Nov 2021 01:23:09 GMT | 30+ days ago Providence, RI Advanced MS Excel and financial modeling skills. Prepare brand financials for Monthly and Quarterly Business Review.
Senior Financial Analyst DIRECTV Sun, 16 Jan 2022 13:12:28 GMT | 1 day ago El Segundo, CA Support financial planning, budgeting and forecasting for content expense. Ensure that the negotiated economics in content contracts translate accurately into…
Financial Analyst Veedon Partners Mon, 10 Jan 2022 16:53:12 GMT | 7 days ago Remote Develop and produce financial reports and scorecards. Hands on experience with financial analysis and data analysis. Limited travel (expected to be < 10%).
Financial Analyst the NBA Tue, 23 Nov 2021 22:07:56 GMT | 30+ days ago New York, NY 10022 Position Summary: The Financial Analyst plays a key role in coordinating the financial reporting and analytics related to the NBA teams and will support Team…
Financial Analyst II - San Diego Zoo Wildlife Alliance San Diego Zoo Wildlife Alliance Mon, 17 Jan 2022 22:17:07 GMT | 14 hours ago San Diego, CA 92101 Administer and maintain financial reporting systems. In depth knowledge of financial reporting systems and processes. 3-5 years of finance-related experience.
Investment Analyst Indeed Tue, 04 Jan 2022 16:14:00 GMT | 13 days ago San Francisco, CA 94105 Prepare investment proposals, perform due diligence, and execute venture investments into early-stage companies. BA/BS degree, or equivalent.
Financial Analyst - Remote Longbridge Financial Fri, 07 Jan 2022 05:44:53 GMT | 11 days ago Mahwah, NJ 07495 In-house financial analysts may meet with various managers to discuss financial performance. The duties of the financial analyst revolve around analyzing…
Financial Analyst Fairview Health Services Tue, 18 Jan 2022 03:02:48 GMT | 9 hours ago Minneapolis, MN 55454 Ability to synthesize financial and operating data into concise and actionable information for financial and non-financial users.
Financial Analyst Sun Country, Inc. Wed, 06 Oct 2021 20:03:56 GMT | 30+ days ago Minneapolis, MN 55450 The Financial Analyst is responsible for synthesizing complex financial and operational information, analyzing trends and preparing reports and presentations in…
Financial Analyst, Residuals Netflix Tue, 11 Jan 2022 10:19:24 GMT | 7 days ago Los Angeles, CA This includes calculating, preparing and processing residual payments, preparing and managing financial forecasting of residual obligations, and working closely…
Investment Analyst Redwood Trust Inc Thu, 06 Jan 2022 21:19:55 GMT | 11 days ago Mill Valley, CA 94941 Analyze investments consistent with Redwood’s investment strategy, including credit, structure, and cash flow analysis.
Senior Financial Analyst - R&D and Operating Expenses SpotHero Sat, 15 Jan 2022 01:21:07 GMT | 3 days ago Chicago, IL 60603 Ability to translate key business drivers to financial outcomes through analysis and communicate business insights from financial metrics and operational data.
Financial Analyst Nature Soy Mon, 17 Jan 2022 22:50:57 GMT | 14 hours ago Remote Consolidate and analyze financial data (budgets, income statement forecasts etc.) considering company’s goals and financial standing.
Equity Analyst Trade Signal Inc Fri, 03 Dec 2021 20:02:31 GMT | 30+ days ago Remote Thorough understanding of financial analysis and investment strategy. A top-notch investment analyst performs well under pressure, possesses creative and…
Financial Analyst Clinovo Mon, 17 Jan 2022 14:43:58 GMT | 22 hours ago Remote 3-5 years’ experience in a role focused on financial analysis demonstrating success working with delivery teams, and financial teams.
Financial Analyst M&A Akre & Associates Mon, 01 Nov 2021 18:07:20 GMT | 30+ days ago Remote Review data from financial statements, general ledgers, tax returns, etc. Review & analyze financial data to include detailed revenues/expenses to project a…
Investment Analyst Texas Children's Hospital Sun, 19 Dec 2021 18:23:43 GMT | 29 days ago Houston, TX In this position, you will be responsible for investment analysis, financial market analysis, market and manager research, as well as documentation management…
Financial Analyst (PH) The Walt Disney Company (Corporate) Sat, 15 Jan 2022 16:02:07 GMT | 2 days ago Celebration, FL Corporate Project and Cost Center Accounting is responsible for performing financial close activities, producing financial reporting and participating in…
Jr. Financial Analyst Pfizer Fri, 14 Jan 2022 05:39:58 GMT | 4 days ago Rocky Mount, NC Assist the financial team in being compliant with all SOX controls and financial reporting policies. Improving internal financial processes to gain efficiency.
Investment Analyst Work BairesDev Sat, 15 Jan 2022 14:03:55 GMT | 2 days ago Los Angeles, CA Supports senior managers and partners in deal origination activities including investment target sourcing, target evaluation, preparation of historical and…
Senior Financial Analyst I - REMOTE Mercy Mon, 17 Jan 2022 19:32:21 GMT | 17 hours ago Chesterfield, MO 63005 This position will also develop financial models in support of Mercy Revenue Management initiatives. This position is responsible for preparing, analyzing, and…
Investment Analyst NexPoint Advisors Mon, 15 Nov 2021 15:40:23 GMT | 30+ days ago Dallas, TX 75201 1-2 years post-undergrad experience at an investment bank (banking, research, or trading) or other technical field with a strong desire to work in investments.
Jr. Financial Analyst, Rebates and Synergies Imperial Dade Fri, 07 Jan 2022 10:54:16 GMT | 11 days ago North Bergen, NJ 07047 Run standard weekly/monthly/quarterly reporting. Reports, reviewing data for accuracy, and compiling final reports. Ad hoc reports and analysis as needed.
Investment Analyst Vivid Seats Thu, 02 Dec 2021 18:48:15 GMT | 30+ days ago Remote Experience screen-trading financial products or actively capitalizing on marketplace inefficiencies with a proven track record of trend recognition and risk…
Real Estate Analyst THE GUILD Thu, 30 Dec 2021 16:17:54 GMT | 18 days ago Remote Prepare financial projections and revenue forecasts for deals, investors, and clients. Build complex real estate financial models, trackers, and reporting…
Financial Analyst Forever Oceans Corporation Fri, 07 Jan 2022 00:41:52 GMT | 11 days ago Remote 2+ years of experience working in a financial planning and/or analysis capacity, including experience with the following. Microsoft Office: 3 years (Preferred).
Investment Analyst, Associate American Electric Power Fri, 14 Jan 2022 20:19:33 GMT | 3 days ago Columbus, OH 43215 No experience required, but prior experience in financial area and/or working with investments and financial markets is preferred.
Financial Analyst VetCor Thu, 02 Dec 2021 18:10:43 GMT | 30+ days ago Norwell, MA 02061 You’ll gain experience across financial topics through preparing valuations, reviewing and compiling financial statements, and preparing acquisition analysis –…
Junior Financial Analyst Contractor (7 Immediate openings; 100% Remote Position) Network ESC Thu, 13 Jan 2022 00:36:51 GMT | 5 days ago New York, NY Review and enter client stockholder/investment data in MS Excel spreadsheets. Top Financial Services firm based in the Wall Street District, NYC needs Junior…
Financial Analyst - Project financial Modeling Sevana Bioenergy LLC Tue, 11 Jan 2022 19:26:05 GMT | 6 days ago Remote Develop financial models for project investment decisions, valuations, and strategic planning. High proficiency in financial modeling techniques, income…
Financial/Investment Banking Analyst for a Family Office & VC Fund Varana Capital Thu, 13 Jan 2022 22:13:53 GMT | 4 days ago Dorado, PR 00646 1 or more years of investment training at a major financial institution. Development of various types of financial models to value debt and equity for mergers,…
Financial Analyst Tinder Tue, 19 Oct 2021 03:46:57 GMT | 30+ days ago West Hollywood, CA 90069 Develop ad hoc financial analyses and business cases for key initiatives. As our Financial Analyst, you will be an integral member of the team, providing high…
Portfolio Investment Analyst Prosperity Life Group Wed, 24 Nov 2021 13:51:09 GMT | 30+ days ago New York, NY 10001 Build and maintain financial models used for investment analysis and reporting. Assist in developing and maintaining external relationships with broker/dealers…
Banking, Capital Markets and Advisory (BCMA) - Investment Banking, Full Time Analyst - (North America - 2022) Citi Thu, 04 Nov 2021 05:32:43 GMT | 30+ days ago New York, NY The Investment Banking group advises corporate clients who want to raise funds in capital markets and who need strategic support in financial transactions.
Investment Analyst Employees Retirement System of Texas Thu, 30 Dec 2021 23:12:43 GMT | 18 days ago Austin, TX 78701 Prepares for all meetings and participates in team meetings with creative ideas and observations that can improve investment performance.
Financial Analyst I - Psychiatry UT Southwestern Wed, 22 Dec 2021 09:42:03 GMT | 27 days ago Dallas, TX 75390 Prepares financial models and conducts financial analyses. Completes monthly financial management reports and reviews all reports for errors and inconsistencies…
Financial Analyst We Care Behavioral and Mental Health Mon, 17 Jan 2022 17:43:52 GMT | 19 hours ago Remote Maintain proper record retention & financial controls. The position will support Oracle Cloud project. Partner with local teams & finance manager to gather,…
Financial Analyst Atlantisitgroup Wed, 29 Dec 2021 14:36:15 GMT | 19 days ago Remote SaaS experience and corporate management teams, well versed to optimize operating capabilities, implement business strategies, address critical financial…
Financial Analyst Truly Beauty Tue, 11 Jan 2022 03:12:35 GMT | 7 days ago Remote Experience in financial modelling and analysis. Hep maintain financial models based on customer and stakeholder requirements.
Senior Financial Analyst Party City Mon, 11 Oct 2021 17:13:37 GMT | 30+ days ago Rockaway, NJ Help ensure financial data is maintained in consistent formats and helps drive improved business performance. Help report and establish key business performance…
Investment Analyst Naples Global Advisors Tue, 21 Dec 2021 18:14:59 GMT | 27 days ago Naples, FL 34102 This position provides broad based support for the portfolio management team and requires financial market knowledge.
Financial Analyst - Billing, Accounts and Reporting ProjectEconomics Inc Mon, 10 Jan 2022 01:01:09 GMT | 8 days ago New York, NY 10017 Be an early to mid-career financial analyst with an interest or ideally experience in the clean energy industry. Microsoft Excel: 1 year (Preferred).
Financial Analyst I/II WBI Energy, Inc. Tue, 11 Jan 2022 10:51:42 GMT | 7 days ago Glendive, MT 59330 Ability to maintain the confidentiality of corporate financial data. Knowledge of applicable accounting and financial statement preparation methods and…
Investment Banking Analyst Bowen, Inc. Fri, 10 Dec 2021 19:38:53 GMT | 30+ days ago Boston, MA 02210 Robust financial, analytical and research skill set. Drafting client pitch and presentation materials, M&A advisory and capital markets analytical support,…
Jr. Investment Analyst University of Miami Wed, 24 Nov 2021 21:11:15 GMT | 30+ days ago Coral Gables, FL Monitors financial press closely and keeps track of market trends, opportunities, risks and new investment products.
Junior Financial Analyst Foundation Automotive Corp Tue, 11 Jan 2022 14:55:49 GMT | 6 days ago Houston, TX 77073 Minimum of one to three years’ experience as a junior financial analyst, financial analyst, or in a similar role. Perform budget and cost analysis.
Billing and Revenue Analyst ServiceSource Tue, 28 Dec 2021 20:47:01 GMT | 20 days ago Remote The Revenue Accounting Specialist is responsible for global receivables, gathering, validation of accrual/invoice entries into financial system, revenue month…
Financial Analyst Barr Financial Solutions Tue, 28 Dec 2021 15:44:45 GMT | 20 days ago Remote Position: *Entry level financial analyst. 1-2 years of financial or accounting experience. Compile weekly financial reports to present to executive teams.
Investment Analyst University of Michigan Mon, 17 Jan 2022 22:13:30 GMT | 14 hours ago Ann Arbor, MI 48109 Conduct investment research as directed by the team. Prepare investment reports on performance, asset allocation and risk characteristics of portfolios.
Financial Analyst US Foot and Ankle Specialists Wed, 05 Jan 2022 14:53:00 GMT | 12 days ago Remote Analyses business and financial data. Strong financial modeling expertise in Microsoft Excel. Position Overview*: The Financial Analyst will analyze past…
Financial Analyst Infinity Consulting Solutions, Inc. Mon, 10 Jan 2022 15:25:14 GMT | 7 days ago Mountain View, CA 94043 Prepare detailed annual financial budget and monthly financial forecasts. Provide financial analysis support to various areas of the company.
Sr. Financial Analyst Good Cents Management Fri, 08 Oct 2021 17:12:06 GMT | 30+ days ago Remote This includes supervising the functions of accounting, budgeting, financial modeling, financial goal tracking, and financial report creation and presentation.
Investment Analyst Aon Thu, 13 Jan 2022 08:10:38 GMT | 5 days ago Atlanta, GA 30326 Balances financial account statements for clients’ investment portfolios. Finalizes financial information from multiple sources to prepare quarterly investment…
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