Senior Financial / Travel Analyst Job at Robert Half (Plano)

Senior Financial Analyst

ZGF is seeking an experienced Senior Financial Analyst to join our Portland team...

Location

United States , Portland

Salary:

120000.00 - 140000.00 USD / Year

ZGF Architects

Expiration Date

Until further notice

Requirements

4-7 years of financial analysis experience
3-5 years of experience working in an architectural, engineering, construction or project-based professional services organization is highly preferred
Bachelor's degree
MBA and/or CPA preferred
Extensive experience building, modifying, maintaining, and reviewing financial models in Microsoft Excel
Expertise with power query required
sql and dax preferred
Highly accurate and organized with the ability to manage numerous projects simultaneously and meet tight deadlines
Capable of problem solving through initiative, assumption of responsibility, and resourcefulness
Excellent written and verbal communication skills, including ability to interact effectively with management, team members, peers, and cross-functional teams

Job Responsibility

Develop annual budgets and quarterly forecasts, ensuring alignment with the firm's strategic objectives
Identify and implement enhancements to financial processes and systems to increase efficiency and accuracy
Develop and maintains internal managerial reporting to support management and other internal stakeholders
identifies, designs and implements process improvements of reporting or financial modeling
Support development of longer-term financial models with complex assumptions or relationships
coordinates with other departments to ensure model assumptions/outputs align across the organization
Prepare information to be presented to senior management
Present analysis and work products to stakeholders
may interact with external consultants to complete projects
Participate in digital transformation project transition to ERP system

What we offer

Medical, Dental and Vision coverage with a generous employer contribution
HSA with employer contribution
401k with employer match
4 weeks of PTO
10 paid holidays per year
paid parental and family leave programs
hybrid work environment

Fulltime

Assistant Vice President, ICM Risk Analysis Credit Risk Senior Analyst

ICM Risk Analysis Credit Risk Associates are responsible for a portfolio of inst...

Location

Japan , Tokyo

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor's/University degree or equivalent experience
Financial Services experience including 5-8 years of credit experience in Banking or Credit Risk Management
Well-developed analytical skills with understanding of key financial components
Advanced knowledge of financial statements and GAAP accounting or similar governance
Solid understanding of Credit Policy and procedures
Advanced Microsoft Office (Word, Excel, and PowerPoint) skills
Advanced experience with internal Policies, Standards, Procedures, Templates and financial modeling
Highly effective interpersonal skills with ability to build relationships
Exceptional written and verbal communication skills

Job Responsibility

Assess credit and financial strength of Citi's most complex Large Corporate, Public Sector, and Financial Institutions Clients
Complete Credit Approval Memos (CAMs) and Final Obligor Risk Ratings (FORR)
Continuous monitoring of covered portfolio including industry trends and impacts to key relationships
Review and provide recommendation on risk rating across sector
Partnership with regional and industry stakeholders in credit assessment implementation
Support ICM Risk Analysis Voice of the Employee (VOE) initiatives
Travel (less than 10%)

Fulltime

Senior Program/Budget Analyst

At all levels, our Budget Analysts will utilize and enhance their skills in eith...

Location

United States , El Segundo

Salary:

110000.00 - 130000.00 USD / Year

Tecolote Research

Expiration Date

Until further notice

Requirements

Active TS/SCI with CI poly required
Minimum 5 years NRO experience
10 relevant years of experience
Bachelor’s degree required, preferably in math, finance, engineering, business, accounting or the sciences
Knowledge of IC budgetary principles and procedures
Proficient in Microsoft Excel, Word and PowerPoint
Excellent oral and written communication skills
Ability to operate and update NRO's financial tools and systems
Demonstrated knowledge of acquisition management regulations, practices, policies, and procedures

Job Responsibility

Interface with OSL project officers, external USG partners, and commercial vendors
Provide financial analysis support for OSL appropriations
Establish obligation and expenditure plans for active year appropriations, monitor execution throughout the fiscal year, and provide analysis
Provide Earned Value Management (EVM) analysis and assessment of both NRO and Space and Missile Systems Center (SMC) contracts
Provide support in preparation of the Congressional Budget Justification Book (CBJB) and the Intelligence Program Budget Submission (IPBS)
Support the NRO’s continued development of auditable annual financial statements
Maintain accurate record of all financial and programmatic changes across execution years and future years’ defense program (FYDP)
Consolidate the Government Estimate at Completion (GEAC) report
Draft funding documents
Some domestic travel may be required

What we offer

Company Paid Major Medical Insurance for employees and family members
Dental Insurance for employees and family members
Vision Insurance for employees (employee-paid for family members)
Group Life Insurance
Accidental Death and Dismemberment Insurance
Travel Accident Insurance
Long-Term Disability
Voluntary Short-Term Disability
Supplemental Life Insurance
Flexible Spending Account (pre-tax deferrals for health care expenses)

Fulltime

Application System Analyst Senior

The Application System Analyst Senior serves as a liaison between system end-use...

Location

United States , Irving

Salary:

Not provided

CHRISTUS Health

Expiration Date

Until further notice

Requirements

Associates or Bachelor’s degree preferred with a focus in healthcare, business, or information systems
Ability to present complex data in meaningful method, i.e., charts, graphs
Ability to adjust to and implement change
Problem Solving skills
Multitasking skills
Work as a team member
Proficient in Microsoft applications including Word, Excel, and PowerPoint
Excellent customer service skills
Highly effective written and verbal communication and interpersonal skills to establish working relationships that foster optimal quality teamwork and education
Strong organizational skills in managing multiple priorities

Job Responsibility

Analyze, develop, test, document, educate, implement, support, and maintain or optimize assigned applications, solutions and business processes to meet operational and technical requirements
Independently provides guidance and leadership on quality assurance and testing initiatives. Demonstrates ability to lead team through complex integrated testing processes. Able to manage testing projects as necessary
Demonstrates an advanced level of application understanding, and applies expertise to help meet customer goals and outcomes. Tackles new problems using experimentation, including successes and failure experiences. Creative problem solving beyond standard recommendations and practice
Applies advanced level understanding of assigned clinical/business operations, processes, and workflows. Discusses, and identifies dependencies with project team members and stakeholders. Maintains collaborative customer relationships
Ensures the needs of the customer are fully represented in all updates. Provides clear and organized status reporting on key project areas to be used as external communications to stakeholders. Coordinates team members to gather information and prepare organized, consistent, and accurate status reporting
Leads and evaluates process and requirements analysis, including process mapping though current flow charts, documents, future needs/plans, requirement elicitation, stakeholder analysis, and specification gathering on complex projects/requests. Responsible for completing gap analysis, and providing cross application recommendations
Possesses the skill to develop strong and positive relationships with client management at all levels. Is respected by the client as an expert and end users demonstrate confidence in the individual
Contributes to strategy discussions by proactively identifying options with associated pros and cons with team members, stakeholders and leaders. Consistently displays superior judgment. Reputation for high-quality decisions
Adhere to organization standards for system configuration and change control
Able to understand complex requirements of end users and project goals and propose technical solutions for multifarious design, configuration needs. Able to independently analyze, design, and configure the application. Ability to teach team members complex design, configuration

Fulltime

Application System Analyst Senior

The Application System Analyst Senior serves as a liaison between system end-use...

Location

United States , Irving

Salary:

Not provided

CHRISTUS Health

Expiration Date

Until further notice

Requirements

Associates or Bachelor’s degree preferred with a focus in healthcare, business, or information systems
Ability to present complex data in meaningful method, i.e., charts, graphs
Ability to adjust to and implement change
Problem Solving skills
Multitasking skills
Work as a team member
Proficient in Microsoft applications including Word, Excel, and PowerPoint
Excellent customer service skills
Highly effective written and verbal communication and interpersonal skills to establish working relationships that foster optimal quality teamwork and education
Strong organizational skills in managing multiple priorities

Job Responsibility

Analyze, develop, test, document, educate, implement, support, and maintain or optimize assigned applications, solutions and business processes to meet operational and technical requirements
Independently provides guidance and leadership on quality assurance and testing initiatives. Demonstrates ability to lead team through complex integrated testing processes. Able to manage testing projects as necessary
Demonstrates an advanced level of application understanding, and applies expertise to help meet customer goals and outcomes. Tackles new problems using experimentation, including successes and failure experiences. Creative problem solving beyond standard recommendations and practice
Applies advanced level understanding of assigned clinical/business operations, processes, and workflows. Discusses, and identifies dependencies with project team members and stakeholders. Maintains collaborative customer relationships
Ensures the needs of the customer are fully represented in all updates. Provides clear and organized status reporting on key project areas to be used as external communications to stakeholders. Coordinates team members to gather information and prepare organized, consistent, and accurate status reporting
Leads and evaluates process and requirements analysis, including process mapping though current flow charts, documents, future needs/plans, requirement elicitation, stakeholder analysis, and specification gathering on complex projects/requests. Responsible for completing gap analysis, and providing cross application recommendations
Possesses the skill to develop strong and positive relationships with client management at all levels. Is respected by the client as an expert and end users demonstrate confidence in the individual
Contributes to strategy discussions by proactively identifying options with associated pros and cons with team members, stakeholders and leaders. Consistently displays superior judgment. Reputation for high-quality decisions
Adhere to organization standards for system configuration and change control
Able to understand complex requirements of end users and project goals and propose technical solutions for multifarious design, configuration needs. Able to independently analyze, design, and configure the application. Ability to teach team members complex design, configuration

Fulltime

Credit Risk Intermediate Analyst

The Credit Risk Intermediate Analyst role involves credit and financial analysis...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Demonstratable financial services experience, including 3-5 years of credit experience in Banking, Credit Risk Management or equivalent credit experience (candidates with background in commodities, energy and natural resources preferred)
Knowledge of Wholesale Credit Processes and organizational awareness including IRAU functions, covered portfolios, and processes
Understanding of policies and procedures with the ability to execute change seamlessly
Intermediate analytical skills, including an understanding of key financial components (liquidity position, leverage profile with the ability to identify root causes and trends and anticipate horizon issues
Thorough knowledge of Citi´s systems
Experience in preparing presentations for seniors
Awareness and adherence to the control environment including Quality Assurance and Quality Control
Assists colleagues in identifying stretch opportunities to elevate individual and team performance
Proven culture carrier
Interpersonal skills, with the ability to build relationships and exert influence with and without direct authority

Job Responsibility

Assess the credit and financial strength of Citi’s Large Corporate Clients by performing fundamental credit analysis of counterparties using both quantitative and qualitative factors
Complete Credit Analysis Write-up Memos and Final Obligor Risk Ratings of Citi’s Counterparties based on independent assessment and judgement completed on the due diligence of the client and industry knowledge to provide appropriate extensions of credit remaining within Risk appetite
Continuous monitoring of the covered portfolio, including following industry trends, impacts to key relationships, and escalation of potential credit issues to Credit Risk Team Leads, ICG Risk and Banking partners
Partnership with applicable regional and industry stakeholders in Banking and Independent Risk in the implementation of credit assessment and monitoring standards for applicable portfolios
Support ICM Risk Analysis Voice of the Employee (VOE) initiatives
Travel (less than 10%)

What we offer

Equal opportunity employer
Inclusive work environment
Career growth opportunities

Fulltime

Private Markets Investment Due Diligence Associate Analyst

Albourne Partners (Canada) Limited is looking for a Private Markets Investment D...

Location

Canada , Toronto

Salary:

Not provided

Albourne

Expiration Date

Until further notice

Requirements

University graduate or equivalent with 2+ years of experience in alternative fund investment due diligence, investment management, or related experience
Solid understanding of financial markets and terminology, with a preference for knowledge of private credit or credit markets more broadly
Possession of or progression towards relevant professional qualifications (e.g., CFA, CAIA) is an asset
Proficiency in Microsoft 365, including PowerPoint, Word, Outlook, Teams, and Copilot, with advanced skills in Excel
Excellent written and oral communication skills
Experience producing written research reports or deal memos as a deliverable
Proactive self-starter, proficient in time management and multitasking
Professional demeanor with refined interpersonal skills
Willingness and ability to travel to the U.S. and internationally, as required

Job Responsibility

Assist in maintaining and expanding Albourne’s coverage of Private Credit fund offerings – the primary deliverable is a written research report based on qualitative and quantitative analysis
The due diligence process includes the initial screening of investment managers
participating in meetings with the managers
quantitative performance analysis
engaging in an open dialogue with both colleagues and fund managers
and participating in the fund rating process
Coordinating diligence call schedules, drafting internal meeting notes, and ensuring the predefined research process is adhered to
Fund coverage includes initiating ‘new’ research and ratings on Private Credit offerings raising capital, as well as assisting with ongoing monitoring of funds to ensure accuracy of existing ratings and ratings, coverage of client portfolios, and comprehensive strategy coverage
To the extent possible, help build relationships between Albourne, the client and fund managers to assist with access to data/information, key decision makers, and fund allocations
Assist PM IDD Senior Analysts in the periodic production of strategy forecasts for Private Credit strategies

What we offer

Competitive total rewards including a discretionary bonus scheme and optional GRSP with employer contributions
Flexible work options, with hybrid arrangements available where possible
Generous paid time off, inclusive of vacation leave
A focus on professional development through internal learning opportunities, support for relevant certifications, and a dedicated internal mentorship program
Comprehensive health benefits including dental, vision, and mental health support
Wellness programs and sponsored volunteering opportunities
A welcoming culture that embraces diversity and fosters equity and belonging for all
Office celebrations, events, and weekly social hours
Casual dress and a collaborative, collegial team environment

Fulltime

Counterparty Credit Risk Analyst - Funds

Institutional Credit Management (ICM) is a critical component of Citi’s First Li...

Location

United States , Getzville; Irving

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Demonstrable financial services experience, including 2-3 years of credit experience in Banking, Credit Risk Management or equivalent credit experience
Strong knowledge of Wholesale Credit Processes and organizational awareness including ICM Risk Analysis (ICM) functions, covered portfolios/products, and processes
Sound understanding of policies and procedures with the ability to execute change seamlessly
Well-developed analytical skills, including an understanding of key financial components (liquidity position, leverage profile with the ability to form independent opinions on credit and recognize emerging risks
Solid and thorough knowledge of Citi´s systems
Experience in preparing presentations for seniors
Full awareness and adherence to the control environment including Quality Assurance and Quality Control
Strategic orientation to ensure the ICM Underwriting organization continues to be positioned as a thoughtful and proactive partner on driving best practices to support safety and soundness within ICM and Citi
Experience and familiarity with Real Money Funds, Asset Managers, Pension Funds – Industry products and relevant CCR risk measures
Intermediate analytical skills, including an understanding of key financial components (liquidity position, leverage profile) with the ability to identify root causes and trends and anticipate horizon issues

Job Responsibility

Assess the credit and financial strength of Citi’s Real Money Funds Clients by performing fundamental credit analysis of counterparties using both quantitative and qualitative factors
Complete Credit Analysis Write-up Memos and Final Obligor Risk Ratings of Citi’s Funds Counterparties based on independent assessment and judgement completed on the due diligence of the client and industry knowledge to provide appropriate extensions of credit remaining within Risk appetite
Continuous monitoring of the covered portfolio, including following industry trends, impacts to key relationships, and escalation of potential credit issues to Underwriting Team Leads, 2LoD Risk Partners and BCMA partners
Review and provide recommendation on the risk rating across the Funds sector
Partner with regional and industry stakeholders in Underwriting, 2LoD, and BCMA in the implementation of credit assessment and monitoring standards for applicable portfolios
Support ICG Risk Analysis Voice of the Employee (VOE) initiatives
Travel (less than 10%)

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
planned time off (vacation)
unplanned time off (sick leave)
paid holidays

Fulltime

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Senior Financial / Travel Analyst

Job Description

Job Responsibility

Requirements

What we offer

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