Senior Associate, Financial Planning & Analysis Job at Neo Financial (Calgary)

Markets Financial Planning & Analysis, Senior Vice President

This role supports the stress testing processes for Markets businesses, includin...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor’s degree in a quantitative discipline: Mathematics, Sciences, Economics, Management, and Statistics (Master’s degree in an analytical field is a plus)
7-9 years of work experience in financial services or management consulting
Strong understanding of risk management
Knowledge of the Markets industry is a plus
Strong understanding and hands-on experience with econometric and empirical forecasting models
Strong CCAR / DFAST/Stress Testing experience is preferred
Broad understanding of overall business model and key drivers of P&L
5+ years of experience in using analytical packages, datacube/Essbase, Tableau, MS Office (Excel, PowerPoint)
Vision and ability to provide innovative solutions to core business practices
Ability to develop partnerships across multiple business and functional areas

Job Responsibility

Quarterly stress testing process (CCAR, QMMF, Recovery Plan) deliverables for the Markets business
Associated governance activities (Manager Control Assessment, End User Computing, Activity Risk Control Monitoring and its Assessment Units)
Review and challenge existing models, and model outputs to identify areas of improvement relative to portfolio & macro-economic trends
Partner with Finance team to complete requests on financial planning & CCAR/DFAST results and increased integration of credit risk & PPNR results
Collaborate with Risk Modeling, Portfolio and New Account Forecasting, Data and Reporting teams
Create presentations with supportive analysis, storyboard results, and lead discussions with senior management, Lead Finance Officers, Independent Risk
required as part of the business review and effective challenge process
Establish and continually evolve standardized business and submission documentation
Coordinate with Global CCAR Office, drive centralized reporting requirements, and communicate with Auditors and Regulators
Partner with Risk and Finance organization to understand sources of data and continue to improve the process of defining, extracting and utilizing data

What we offer

Equal opportunity employment
Global workforce benefits
Reasonable accommodation for persons with disabilities.

Fulltime

Capital Planning Senior Policy Analyst

Capital Planning and Management is a division that owns the enterprise-wide capi...

Location

United States , Charlotte; Tampa

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

7+ Years relevant experience
Prior experience in managing highly visible, complex initiatives and/or consulting experience
Capable of diving into details, while bringing a strategic add big picture perspective
Deep expertise in control environment and associated systems and tools of a large financial institution
Highly developed analytical and problem-solving skillset, and demonstrated ability to work with stakeholders across a large financial institutions
Experience with and confidence in delivering presentations to senior management
Strong organizational and follow-up skills and the ability to multi-task effectively in a highly dynamic environment
Excellent oral and written communications skills
must be articulate and provide direction with judgement and authority to enable effective validation with senior stakeholders.
Knowledge of the financial services industry and technology

Job Responsibility

Provide strategic support and execution for the Capital Policy and Management Function
Manage tasks and responsibilities associated with the planning, directing, coordination and support of day-to-day activities relating to Citi's capital policy documents and related projects/initiatives
Help operationalize controls associated with and in support of Citi's capital policy documents.
Create or update policy, standards, procedures and applicable controls and supporting process documents
Engage in management activities, such as strategic initiatives, planning, execution and issue closures
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

Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

Senior Associate, Business Operations

You will help build, optimize, and scale best-in-class operations for Pomelo’s n...

Location

United States

Salary:

95000.00 - 115000.00 USD / Year

Pomelo Care

Expiration Date

Until further notice

Requirements

2-4 years of experience in a strategic analytical role, preferably in consulting, finance, or at a high-growth start-up
Strong analytical skills with experience performing independent analyses in Google Sheets and Excel and manipulating data in data visualization tools (e.g. Metabase, Looker)
Significant experience in financial analysis and forecasting, with demonstrated ability to build flexible financial models with a high degree of flexibility and forecasting accuracy
A proactive and resourceful problem-solver who is comfortable navigating ambiguity and independently seeks out answers and solutions
An accountable and collaborative team player with excellent communication skills, both written and verbal
Skilled at managing competing priorities with strong prioritization and time management skills
Highly organized with a strong attention to detail

Job Responsibility

Analyze and report on key operational metrics and performance trends for Pomelo’s new business lines
Support the forecasting process by analyzing and reporting on historical data and trends to inform monthly, quarterly, and annual financial projections
Own clinical team capacity planning for new program launches and ongoing care delivery
Use data to distill key insights, identify and prioritize areas for operational efficiency, and implement critical process improvements
Own important operational projects that improve the efficiency of how we deliver care for our members
Proactively communicate project timelines and roadblocks with cross-functional partners to ensure deliverables are met
Collaborate with cross-functional teams including Revenue Cycle Management, Accounting, Strategic Finance, Partnerships, and Customer Success to ensure analytical alignment and smooth operations

What we offer

Competitive healthcare benefits
Generous equity compensation
Unlimited vacation
Membership in the First Round Network (a curated and confidential community with events, guides, thousands of Q&A questions, and opportunities for 1-1 mentorship)

Senior Financial Analyst

The finance team at Babylist is expanding! As a Senior Financial Analyst support...

Location

United States

Salary:

116532.00 - 139855.00 USD / Year

Babylist

Expiration Date

Until further notice

Requirements

At least 3-5 years of experience, ideally with experience in an FP&A role in a high growth consumer technology or e-commerce company
Strong background in E-commerce and associated metrics and concepts, such as AOV, gross to net, unit economics, gross margin vs contribution margin, etc.
Strong attention to detail, with the ability to ensure accuracy and precision in financial analysis, reporting, and modeling
Advanced Excel skills with expertise in financial modeling, scenario analysis, and large dataset management
Excellent analytical and problem-solving skills, with the ability to interpret complex financial data and provide actionable insights
Exceptional communication and presentation skills (including data visualization), with the ability to effectively communicate financial information to non-financial stakeholders
Strong sense of ownership, intellectual curiosity and an ability to think creatively and critically and thrive in a fast-paced, dynamic environment and manage multiple priorities
Passion to continuously provide exceptional customer service to all internal business partners
Demonstrated expertise in synthesizing large datasets from business intelligence platforms and financial systems to empower an organization to efficiently plan and monitor financial performance
Bachelor's degree in economics, Finance or a related field. MBA is plus

Job Responsibility

Monthly financial business review preparation for the E-commerce business, providing insights on sales, margins, and trends
Own E-commerce forecasting, budgeting, and variance analysis in partnership with Merchandising, Planning and Accounting
Support development of pricing and promotional strategies, including ROI analysis and optimization
Analyze Co-Op, DDA, and rebate programs to assess financial impact and track accruals
Deliver SKU and departmental reporting from revenue through margin
Ensure data integrity of key ecommerce metrics in collaboration with Data and Engineering
Prepare financial reporting including, dynamic dashboards, business analyses, financial statements, KPI reporting, operational dashboard reporting, analysis of key business trends, and comprehensive executive level explanations of differences
Take ownership of establishing and managing new financial processes to address current gaps
Design and implement processes and reporting frameworks to enhance operational transparency
Leverage financial systems to provide visibility and transparency to business leaders in order to better track against financial targets

What we offer

We invest in the infrastructure you’ll need to be supported and successful: tools, opportunities to connect with colleagues, and a stipend to help you set up your office
We offer competitive pay and meaningful opportunities for career advancement
We have great benefits like company paid medical, dental, and vision, a generous paid parental leave policy, and 401k with company match
We care about employee wellbeing with perks for physical, mental and emotional health, parenting, childcare, and financial planning
Babylist offers equity, bonus opportunities, and a comprehensive benefits package, including company-paid health, dental, and vision insurance, 401(k) matching, flexible spending accounts, and paid leave, including PTO and parental leave

Fulltime

Senior Associate Corporate Card Support

In this vital role you will provide operational support and customer service for...

Location

India , Hyderabad

Salary:

Not provided

Amgen

Expiration Date

Until further notice

Requirements

Bachelor’s degree with 3+ years of financial operations (including Travel & Expense administration, Financial Planning & Analysis, Procurement, etc.) experience
Knowledge of corporate card programs (AMEX, Citi, Bank of America, etc.) or financial services preferred
Familiarity with international corporate card programs and provider platforms
Strong customer service orientation
Attention to detail and process accuracy
Ability to identify and suggest improvements to processes
Clear and concise communication skills
Time management and ability to prioritize tasks
Strong customer service mindset

Job Responsibility

Process corporate card applications and card account updates, suspensions and closures
Respond to customer queries via ServiceNow related to their card account and card transactions
Liaise with the card provider to resolve issues
Assist with resolution of merchant disputes and credit balance refunds
Monitor card accounts for delinquencies and support communications to users
Participate in quarterly accounting accruals and data reconciliations

What we offer

Competitive and comprehensive Total Rewards Plans that are aligned with local industry standards

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

Tax Senior Associate

We seek highly motivated entry level accounting professionals to join our dynami...

Location

United States , Miami

Salary:

90000.00 - 115000.00 USD / Year

Gerson, Preston, Klein, Lips, Eisenberg & Gelber, P.A.

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting or Taxation
Master’s degree in taxation is a plus
3.3 GPA or higher
CPA License or eligibility to take CPA exam preferred
Experience using tax preparation software and applications.
Excellent analytical and technical skills
Great communicator with the ability to convey both analysis and findings to management and external clients (verbal and written)
Ability to work in cross-functional, entrepreneurial atmosphere to achieve measurable results and improve existing processes.
Ability to work on multiple projects at a given time.
Motivated to meet client deadlines and provide superior client service

Job Responsibility

Prepare tax returns for individuals, partnerships, and corporations
Prepare tax adjustments to financial statements to prepare returns
Research and stay up to date on tax issues and legislation
Ensure compliance with appropriate state, federal and international tax jurisdictions
Participate in tax planning and research
Initiate and develop relationships with appropriate levels of client’s management team
Maintain active communication with senior leadership to manage expectations, ensure client satisfaction and meet all deadlines

What we offer

401k
Health Insurance
Dental
Vision
Paid Time Off
Wellness Plan
Bonus

Fulltime

Senior Paraplanner

Chase de Vere paraplanners work closely with financial advisers and client suppo...

Location

Salary:

Not provided

Chase de Vere

Expiration Date

Until further notice

Requirements

Secured a number of financial planning (R0) qualifications
Striving to complete Diploma in Regulated Financial Planning
Minimum 2 years experience as a paraplanner
Ability to work independently
Keen eye for detail
Passion to provide best independent financial research and advice
Ability to work in a fast-paced environment whilst maintaining excellent attention to detail
Teamwork and collaboration skills

Job Responsibility

Researching, analysing market trends and report writing
Work closely with financial advisers and client support teams to deliver advice and provide ongoing services
Prepare recommendations
Review clients’ finances on an annual basis
Assess exposure to risk
Update financial strategy to reflect changing circumstances
Conduct research on clients’ financial planning arrangements
Undertake investment portfolio analysis including asset allocation analysis
Compile investment, pension and protection illustrations, projections and associated documentation
Write technical and accurate suitability reports and client service agreement letters

What we offer

Opportunity to earn an annual bonus
25 days holiday plus bank holidays
A day off for your birthday
Life assurance – 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit individual needs
Option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year to support local community

Senior Associate, Financial Planning & Analysis

Neo Financial

Location:
Canada , Calgary ▼
Winnipeg

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
February 20, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Senior Associate, Financial Planning & Analysis