Financial Management Associate Job at Citi (Heredia)

Associate Manager, Corporate Accounting – Financial Systems Administration and Master Data Governance

SCJ is looking for an Accounting or IT professional with experience in system ad...

Location

United States , Racine

Salary:

Not provided

SC Johnson

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, Information Systems, or related business field
5+ years of experience in finance or accounting systems, OR information management/systems experience within accounting and/or finance functions
Qualified candidates must be currently authorized to work in the United States

Job Responsibility

Performs multiple tasks to deliver Worldwide Month/Year End close and the Company’s annual budget process (running packages, loading data, checking BPC/SAP/BW data, providing reports)
Supports BPC/SAP end users with loading data to BPC, analysis of BPC/SAP data related to users’ queries
Manages several maintenance tasks of BPC consolidation system, packages scheduling/running, master data updates, validating data
Partners with Finance and BPT to facilitate issue resolution and enhance system capabilities to drive business analytics
Manages master data updates in SAP in alignment with SCJ policies/procedures and BPC, including chart of accounts, cost centers and profit centers
Participates in or leads analytics, analysis, and system testing for projects like acquisitions integrations, SAP implementations, changes in SAP/BPC due to business projects

What we offer

bonuses
long-term incentives
matching 401(k) contributions
profit sharing based on company profitability, job level and years of service
subsidized health care plans
maternity/paternity/adoption leave
flexible work arrangements
vacation purchase options
recreation and fitness centers
childcare

Fulltime

Associate Product Manager

The Associate Product Manager is responsible for maximizing the value and profit...

Location

United States , Easton

Salary:

Not provided

Victaulic

Expiration Date

Until further notice

Requirements

Bachelor's degree in Engineering, Business, Marketing, Finance, Sales or related field
3-5 years of experience in project management, product marketing, market management or business analysis
Strong analytical capabilities with advanced Excel proficiency including financial modeling and data analysis
Solid understanding of product development processes and cross-functional collaboration
Experience with financial analysis including P&L statements and margin analysis
Excellent written and verbal communication skills
Demonstrated project coordination experience managing multiple concurrent initiatives
Proven ability to work effectively in cross-functional teams
Strategic Influence and Communication - Develops clear and specific rationales tailored to different internal groups and external customers. Predicts others' concerns and objections and develops specific influence strategies to overcome them, strong executive communication.
Global Thinker - Makes decisions sensitive to the varied markets and organizations served. Harmonizes objectives to minimize waste and redundancy.

Job Responsibility

Analyze Product Line Profitability across the portfolio using financial modeling and market analysis to identify improvement opportunities and underperforming products
Lead Product Line Optimization initiatives to enhance product performance, add features and/or sizes, extensions of offering with catalog prefabrications, improve margins, or expand market applications based on market feedback and financial analysis
Execute Product Line Consolidation projects to streamline offerings, reduce SKU complexity, improve operational efficiency, managing customer communications and product transitions
Support On-going Product Commercialization activities with marketing and sales teams including product impact videos, trade shows, and training
Manage Product Line Obsolescence programs for mature or declining products, ensuring smooth customer transitions, inventory management, last-time-buy programs, and alternative product recommendations
Assist with market analysis and market research for business case development.
Coordinate Alpha/Beta Testing programs by managing test site logistics, collecting customer feedback, and documenting performance data
Assist on major product development initiatives, providing analytical support, developing commercialization strategies, pricing evaluations and coordinating cross-functional activities
Develop and deliver Training materials and programs for internal teams and external stakeholders on product features, benefits, and competitive positioning
Conduct comprehensive Post 12 Month Launch reviews analyzing sales, margins, market share, customer satisfaction, and competitive response to assess product success

Fulltime

Investment Management Operations Associate

As an Operations Associate, you will support day-to-day investment operational a...

Location

United Kingdom , London

Salary:

Not provided

Orbis Consultants

Expiration Date

Until further notice

Requirements

3+ years of wealth operations experience
Strong understanding of a broad range of financial instruments
Knowledge of financial markets, investment strategies, and operational processes
Excellent analytical capabilities with strong problem-solving skills
Clear and confident communication, both written and verbal

Job Responsibility

Manage daily dealing activity, order execution, trade settlements, and reconciliation
Oversee cash management, corporate actions, and risk-related controls
Support fund reporting and communication with Authorised Corporate Directors (ACDs)
Ensure client portfolios remain aligned to agreed model strategies, maintaining appropriate tolerances across multiple platforms
Uphold regulatory standards, internal controls, and operational best practices
Ensure all trading and operational processes meet industry and governance requirements

Fulltime

Wealth Management Associate

This role has perks that are unmatched by its competitors. Plus, this position d...

Location

United States , Chicago

Salary:

90000.00 - 100000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

Detail orientated
outside of the box thinking
energetic
legally authorized to work in the United States

Job Responsibility

Answering phones/delivering messages
Scheduling client reviews and updating any changes prior to the client meeting
Client Reporting: Orion Software
Cash Balance Reports review with registered advisor/ monthly
Investment Policy Questionnaires with clients and recording results
Money Movement between accounts or institutions
New Account Opening/Ongoing Maintenance
First point of contact and return client service requests
529 College distributions to university payment centers
Client indirect marketing/ birthday gifts, center of influence small events

What we offer

Medical insurance
Vision insurance
Dental insurance
Life insurance
Disability insurance
401(k) plan
PTO

Fulltime

Portfolio Community Association Manager

The Licensed Community Association Manager (LCAM) is responsible for providing t...

Location

United States , Jacksonville

Salary:

Not provided

Associa

Expiration Date

Until further notice

Requirements

Valid Florida Community Association Manager (LCAM) License
Minimum 1-3 years of experience managing HOA's/Condos
Professional customer service skills
Exceptional communication skills both written and verbal with polished, professional and friendly demeanor
Self-starter
Thrives in a fast paced environment
Time management and time critical prioritization skills
On call for emergencies (including evening and weekends)

Job Responsibility

Supervise the operation and administration of the Association in accordance with management agreement, Florida Statutes and the Association's policies and procedures
Primary liaison with the Association Board of Directors and homeowners
Attend evening Board meetings and community events
Ensure Board of Directors are aware of legal actions involving the Association
Monitor client delinquency and collections process
Maintain unit and contract files relating to the operations of the Association
Prepare Board packages according to established time frames
Oversee Covenant Enforcement process
Regular site inspections
Obtain vendor proposals

What we offer

medical, dental, and vision insurance
401k
disability insurance
support with wellness and development initiatives

Fulltime

Data Management Group Associate

DMG is a highly strategic pillar of Gain.pro’s research vertical (Private Equity...

Location

India , Bangalore

Salary:

Not provided

Gain.pro

Expiration Date

Until further notice

Requirements

5+ years of experience
latest in a mid-level role for a shared services/competence centre for Strategy Consultant, Global IBD, Big 4 or research centre based in India
previous experience and affinity with the PE & VC market is a plus
worked in the financial/professional services industry and have a strong interest in this area
successfully managed a team size of ~10 or more FTEs
intrigued by and experienced in detailed company analysis and research
world-class communication skills
bias to action
hands-on mindset
a positive, decisive and empathic management style

Job Responsibility

manage and scale a best-in-class research team with a remit to own the updates process for multiple regions globally
reporting to the DMG Team Lead, responsible for managing a sizeable team of DMG analysts and senior analysts involved in the updates process
research and knowledge management: deliver on the updates targets for your regions, ensuring the highest quality standards of financial, market and business research
identify best practices to drive continuous efficiency and process improvements
quality guardianship: regularly carry out reviews of the updates executed by your team, identify quality issues and address them
recruitment: actively support the hiring of research analysts to meet the group’s headcount and content targets
team management: train, develop and motivate team members, fostering a culture of continuous learning and personal and professional growth
strategic initiatives: continuously identify and own improvement opportunities and execute data improvement initiatives
technology: identify and drive technical initiatives to automate our workflow even further

What we offer

competitive base salary with annual bonus linked to your performance/OKRs
chance to grow with the company gaining increasing responsibilities, supported by lots of coaching and a feedback-driven approach
flexible hybrid working model
opportunity to carve your signature in a fast-growing SaaS scale-up and contribute to building the local research team
culture of trust, ownership and standard of excellence
fun working atmosphere with regular outings and events

Fulltime

Onsite Community Association Manager

Associa is currently looking for a Licensed Community Association Manager (LCAM)...

Location

United States , Jensen Beach

Salary:

Not provided

Associa

Expiration Date

Until further notice

Requirements

Valid Florida Community Association Manager (LCAM) license is required
Minimum of four (4) years of experience as an LCAM managing HOA properties
Proficiency in Microsoft Office (word, excel, outlook)
Experience in Community Management, customer service, hospitality or other related industry
Proficiency in typical business correspondence (grammar, structure, punctuation, spelling, etc.)
Proficient in Customer Service and conflict resolution
Able to work effectively with others in person and in group setting
Able to prioritize, manage time, and meet deadlines
Able to communicate effectively and professionally on phone, email, and in-person

Job Responsibility

Acting as or overseeing the primary liaison with the Association Board of Directors and homeowners as needed
Traveling to client associations to attend board meetings, perform inspections, conduct walk-throughs, and attend community events as needed and per the management agreement
Preparing annual disclosure packages, annual meeting notifications, and annual financial statement packages for all homeowners and arrange bulk mailing of same within the time frames set by state statute or governing documents
Reviewing monthly financial reports and ensuring management summary is submitted to the association Board of Directors
Providing and/or overseeing recommendations to the Association Board of Directors and committees regarding major capital expenditures as required to maintain the desired community appearance and operation

What we offer

medical, dental, and vision insurance
401k
disability insurance
support with wellness and development initiatives

Fulltime

Senior Associate, Asset Management

We are seeking an experienced Asset Manager to join our London-based team. The i...

Location

United Kingdom , London

Salary:

Not provided

Heitman

Expiration Date

Until further notice

Requirements

Minimum of 5 years’ experience in real estate asset management, with a focus on residential and/or student accommodation assets
Proven track record in driving asset performance through strategic planning and operational oversight
Detail-oriented, with strong experience in budgeting, forecasting, and performance analysis
Advanced financial modelling and analytical skills, with proficiency in Excel
Excellent communication and stakeholder management skills, with the ability to influence cross-functional teams
Highly organized and experienced in managing capital projects, leasing strategies, and day-to-day asset operations
Self-motivated and adaptable, with the ability to work independently and collaboratively in a fast-paced, entrepreneurial environment
Proficient in Microsoft Office Suite (Excel, PowerPoint, Word)
Candidates applying for roles requiring travel must hold a valid, non-expired driver’s license

Job Responsibility

Manage a portfolio of residential and student accommodation investments across the UK and Europe to drive performance and long-term value creation
Take full ownership of assigned investments and lead the execution of business plans, including leasing strategies, capital projects, ESG initiatives, and value-add activities
Lead the preparation of annual budgets in collaboration with internal stakeholders and operating partners
Manage internal and external valuation processes, working closely with Finance, operating partners and external valuers, and present recommendations to the Valuation Committee
Monitor investment performance and regularly update financial model projections, including the incorporation of actuals, supporting strategic decision-making and informing revisions to business plans
Deliver quarterly reporting to Portfolio Management and Finance teams, including variance analysis and updated projections aligned with evolving business plans
Present key performance insights, strategic developments, and investment updates to senior leadership as part of the quarterly investment review process
Conduct regular site visits and oversee third parties—including operating partners, property managers, and leasing teams—to ensure alignment with asset strategies and operational goals
Perform financial modelling to support strategic decision-making, conduct scenario analysis, and optimize asset performance
Collaborate with internal teams to perform detailed hold/sell analyses, manage refinancing processes, and execute exit strategies, including presenting recommendations to senior leadership

What we offer

Competitive compensation
Annual bonus plan
Human-centric benefits package
Focus on personal and professional growth

Financial Management Associate

Citi

Location:
Costa Rica , Heredia

Category:
Finance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 21, 2025

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