Client Financial Analyst Job at Fingerpaint Group (Saratoga Springs, New York)

Client Onboard Analyst

The Client Onboard Analyst 1 is a trainee professional role requiring a good kno...

Location

Colombia , Bogotá

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Previous experience in financial services preferred
knowledge of bank products in the scope of opening and maintaining of bank accounts
customer communication experience (internal/external)
knowledge on the field of finances and banking
flexibility, team spirit, loyalty
high attention to detail
good PC skills (Excel, Word)
fluent in both written and spoken English
ability to work under pressure and meet deadlines
proficient knowledge of English (written and spoken)

Job Responsibility

Processes client’s requests related to system set up including signatories’ updates and documentation lodgment
cooperates with internal partners to perform systems maintenance based on documentation related to account opening and maintenance processes
provides response to client and internal inquiries
prepares documentation for archiving
applies appropriate bank’s regulations while processing the requests
remains up to date with the current procedures, internal rules, external regulations, and follows the changes in the aforementioned documents
documents operation procedure updates
processes clients’ instructions ensuring the highest accuracy and effectiveness (ensuring deadlines are adhered to)
verification and authorization of data entered in the systems
ensures all queries are dealt with in an efficient and timely manner

Fulltime

Data Client Support Analyst

As part of the broader Addepar Go-To-Market organisation, the Data Client Suppor...

Location

United Kingdom , Edinburgh

Salary:

Not provided

Addepar

Expiration Date

Until further notice

Requirements

Bachelor's degree or previous relevant experience
Previous work experience in the financial investment/advisory industry with strong understanding of capital markets, portfolio accounting, and customer relationship management
Outstanding communication and interpersonal skills with excellent attention to detail
Track record of demonstrating self-motivation, strong team-player mentality, and passion for delivering client-centric outcomes
Proactive and diligent in documenting team processes and finding opportunities to optimise team workflow efficiencies
Familiarity with using MS Suite, Salesforce, Atlassian, SQL, Bloomberg, Thomson Reuters, or other common financial services systems and applications

Job Responsibility

Address client enquiries related to Addepar’s portfolio data feeds and on general data product functionalities within established SLAs
Manage and complete requests from internal Data teams that require client outreach and/or action to resolve data verification problems
Investigate client reported bugs and data processing exceptions, and triage with Engineering & Product when needed
Partner with Account Managers, Solutions Architects, and other members from GTM to drive alignment on data related issues and ensure positive outcomes for clients
Participate in multi-org projects to improve internal processes and in broad company initiatives to stand up new product functionality or services

What we offer

Reasonable accommodation for individuals with disabilities
Commitment to equal opportunity and diversity
Global flexible workforce model

Fulltime

Client Onboarding Analyst

The position involves being part of a global team at Citi focused on solving com...

Location

Hungary , Budapest

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

3-5 years of experience in documentation review, account maintenance and/or related cash products preferred
Demonstrated interpersonal skills, pro-active team player but also able to work independently, with exceptional written and verbal communication skills
Highly motivated, persistent, and able to work in a structured, high volume, time sensitive, high-risk environment. Capable of prioritizing and eager to learn multiple products in a challenging environment. Fast learner, strong attention to detail, and willingness to go extra mile
Proficient in handling urgent and escalation cases and manage client and internal team expectations
Proficient knowledge of English and Hungarian

Job Responsibility

Communicate local and global clients via various channels
Collaborate with internal stakeholders to smoothen the process for the benefit of clients as well as strengthen it to lower the risk faced
Responsible for customer interaction, documentation issuance, review and system setups
Demonstrate high level of diligence, motivation and organizational skills
Focus on timely and accurate delivery of all account opening functions
Daily management of in-process and service related activities, ensuring account opening requirements are clearly defined to support all scenarios and maintenance requirements
Ensure consistent delivery of high quality service to customers and internal partners through meeting or exceeding customer expectations guided by service level agreements and efficiency/accuracy standards
Establish and maintains close working relationship with clients and within the team to facilitate an open and direct communication of issues, needs, queries, etc.

What we offer

Cafeteria Program
Home Office Allowance (for colleagues working in hybrid work models)
Paid Parental Leave Program (maternity and paternity leave)
Private Medical Care Program and onsite medical rooms at our offices
Pension Plan Contribution to voluntary pension fund
Group Life Insurance
Employee Assistance Program
Access to a wide variety of learning and development programs, online course libraries and upskilling platforms, such as Udemy and Degreed
Flexible work arrangements to support you in managing work-life balance
Career progression opportunities across geographies and business lines

Fulltime

Client Onboarding Implementation Analyst

The EMEA Trade and Treasure Services (TTS) Onboarding Team is responsible for ac...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2+ years of relevant Financial Client Onboarding and/or Project Management experience is a must
Ability to manage complex integration solutions, working alongside Technical and Technology teams
Results orientation - evidence of proactively driving projects is the conclusion
Excellent communication
Organizational and planning skills
Negotiation, decision making and problem-solving skills
Flexibility - ability to manage a varying workload (i.e., volume, complexity, and composition)
Attention to detail and experience of working in a controlled environment

Job Responsibility

Lead client onboarding projects of regional and global cash management solutions working directly with specific middle market clients
Continuously reduce onboarding cycle time, minimize deal slippage and associated revenue conversion lead time
Accurately report project status, escalating effectively for on hold and slow-moving deals
Application of structured project management methodologies throughout the onboarding life cycle, ensuring effective project control and delivery to plan
Work with Relationship Management, Sales, Product Management, Client Services and Operations to ensure client satisfaction - navigate bank on behalf of client, leveraging Citi's global resources and escalation channels as required to ensure smooth delivery
Attending, when necessary, Client meetings in close cooperation with Product Sales and Relationship Managers
Effective maintenance and communication of MIS and project metrics
Provide ongoing senior management updates on key projects as required

What we offer

Private Medical Care Program
Life Insurance Program
Pension Plan contribution (PPE Program)
Employee Assistance Program
Paid Parental Leave Program (maternity and paternity leave)
Sport Card
Holidays Allowance
Sport and team recreation activities
Special offers and discounts for employees
Access to an array of learning and development resources

Fulltime

Financial Planning Analyst

The role involves providing support to our client's advisory team, focusing on t...

Location

United States , Philadelphia

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Possession of a minimum of one year of experience in financial planning or related roles
Proficiency in creating and managing annual financial plans
Demonstrated ability in conducting financial reconciliation
Prior experience in the financial services sector
Certification or relevant experience as a Personal Financial Specialist
Exceptional analytical skills and attention to detail
Strong communication and presentation skills
Proficiency in using financial software and Microsoft Office Suite
Ability to work independently and as part of a team
Bachelor's degree in Finance, Accounting, or related field is preferred

Job Responsibility

Compile reports on portfolio performance on a regular basis
Monitor and update client asset allocations
Conduct due diligence on investment mutual funds, ETF's, separate account managers, and hedge funds
Prepare and coordinate materials for client meetings
Compile quarterly tax projections
Handle account creation and maintenance
Manage money movement including wire transfers and journals
Maintain and update the database regularly
Conduct ad hoc project management
Assist in portfolio performance updates

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan.

Fulltime

Financial Analyst

As a Financial Analyst you will be responsible for preparing detailed financial ...

Location

India , Hyderabad

Salary:

Not provided

Alien Technology Transfer

Expiration Date

Until further notice

Requirements

Previous work experience (minimum of 1 year) with startup financial models and investment plans
Bachelor’s or Master’s Degree in Economics, Finance, Business Administration
Excellent financial analysis skills, with a particular focus on assessing business profitability, calculating financing need, and return on investment
Fluent English comprehension, oral and written
Wide understanding and passion for new technologies and innovative solutions

Job Responsibility

Analyze a business model, commercialization strategy, and market traction
Prepare a 5-year financial plan for clients, including Income Statement, Cashflow, Balance Sheet and Financing Need
Prepare a project budget to demonstrate how raised funding will be spent
Consult the client regarding the financial plan
Manage and resolve any concerns or problems raised by the clients
Update and prepare new financial templates
Build trusting relationships, manage expectations
Ensure the accuracy and completeness of all required documents

Fulltime

Client Onboarding Junior Analyst

Working at Citi is far more than just a job. A career with us means joining a te...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor’s/University degree
strong command of spoken and written English (C1 and higher)
2+ years of experience in financial institution, working closely with data and system setups
client onboarding or FX experience is a plus but not required
excellent interpersonal and communication skills
time management, problem solving skills
analytical approach

Job Responsibility

perform proper system setups based on the client’s requirements, ensuring the highest accuracy, effectiveness and timelines
verify and authorize data elements in the adequate systems and applications
co-operate with other teams/employees in delivering high level of client satisfaction through strong product, process and client knowledge
participate in projects within the account services space, collaborating effectively with cross-functional teams i.e Product Managers, Client Service, Implementation Support
participate in user acceptance testing (UAT) for new systems/features implementation
develop and implement processes improvements and analyze complex issues to optimize efficiency and mitigate risk
apply appropriate bank’s regulations while processing the requests - stay up to date with the current procedures

What we offer

private medical care program
life insurance program
pension plan contribution (PPE program)
paid parental leave program (maternity and paternity leave)
holiday allowance
sport card + sport and team recreation activities
access to an array of learning and development resources
discretional annual performance related bonus

Fulltime

Client Data and Returns Attribution Analyst

Citi Finance is responsible for the firm’s financial management and related cont...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2+ years of relevant experience
Experience in financial services and Client analytics
Demonstrated financial modeling skills
Consistently demonstrates clear and concise written and verbal communication
Ability to build and maintain relationships and interact at all levels of an organization
Demonstrated problem-solving and decision-making skills
Bachelor’s degree/University degree or equivalent experience
Master’s degree a plus

Job Responsibility

Contribute to a team driving the definition of client financials, including revenue, expenses, cost of credit, and client capital
Help to develop and implement attribution methodologies for client revenue, expenses and capital to fully load the client P&L
Assist in defining both wholistic and marginal client return hurdles in conjunction with business partners
Partner with the product teams to improve efficiency, effectiveness, productivity, and/or controls
Ensure current and future data policies and governance principles are followed
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards

What we offer

Expanded Paid Parental Leave Policy
Programs to help employees balance their work and life, including generous paid time off packages
Resources to manage financial well-being and plan for the future

Fulltime

Client Financial Analyst

Fingerpaint Group

Location:
United States , Saratoga Springs, New York ▼
Cedar Knolls, New Jersey

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
February 04, 2026

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Location:United States , Saratoga Springs, New York ▼Cedar Knolls, New Jersey

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Job Description:

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Job Posted:February 04, 2026

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Location:
United States , Saratoga Springs, New York ▼
Cedar Knolls, New Jersey

Category:
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Contract Type:
Not provided

Job Posted:
February 04, 2026