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Relevant certifications such as FRM (Financial Risk Manager) or CFA (Chartered Financial Analyst) are a plus. Drive to establish proficiency in investment trends, financial concepts, real estate and credit markets.
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Background in investment banking, valuation, transaction advisory services, equity research, or corporate finance in similar high-growth industries. The Manager, Finance will work with the Vice President, Finance, the Chief Financial Officer, and other Accounting & Finance team members on financial planning and analysis (“FP&A”), operational analysis, budgeting, and corporate finance engagements.
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Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA.
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A minimum of 10-15 years of investment decision making and financial consulting experience working with high net worth clients and ultra-high net worth clients. Key responsibilities include evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication.
$133,000 - $275,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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The Senior Financial Analyst is also a finance partner to Operations, IT, Legal, Sales, Treasury, and Corporate and Regional Accounting Teams. The Senior Financial Analyst is a high performing, self-starter with strong work ethic.
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Help overseeing linkages between financial systems of record to budgeting software and broader business intelligence resources. This position will report to the Vice President of Financial Planning and Analysis (FP&A) and work closely with the Finance teams and business leaders across Oldcastle, assist in the analytics process, and help inform and influence critical strategic financial decisions.
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One of the following accreditations obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA If not CPA eligible: Licensed attorney Enrolled Agent Certifications: Chartered Financial Advisor (CFA) Certified Financial Planner (CFP.
$119,490 - $272,090 a yearFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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The Financial Analyst position will provide direction and training to internal team for insight on and influence for financial business decisions that will drive growth, operational excellence, and process improvement including, target setting, reporting and analysis, planning and forecasting, corporate financial direction.
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The BDA will receive hands on experience working alongside veteran Financial Wholesalers, Senior Portfolio Managers and Analysts, as well as the Distribution Management Team. Finally, the BDA will be instrumental in growing Angel Oak Capital's assets under management and helping launch new, ground breaking products in the securitized and alternative investment space.
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Job Description Position Summary DPR Construction is seeking a Business Intelligence Analyst to serve as the lead Data Analyst working closely with cross-functional teams in our Project Controls and Assurance (PC&A) Integrated Workgroup (IWG) to build relationships, identify pain points, create and drive data strategy, and deliver actionable insights.
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This position reports to the Chief Financial Officer (CFO) and supervises all finance department personnel. REPORTS TO: Chief Financial Officer (CFO) Experience with the Abila MIP financial management system is a plus.
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The System / Financial Analyst provides support, guidance, and expertise related to the use of Financial Systems (Oracle Hyperion products) for Carter’s inc. In addition, this Analyst will have financial planning, consolidation, reporting, and analysis across all aspects of Corporate Finance.
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RNDC is looking for a skilled and knowledgeable demand planner to join our growing team. The Demand Planner creates and maintains forecast models for products, cleanses demand history, incorporates business intelligence from sales, portfolio managers, and finance.
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TekWissen Group is a workforce management provider throughout the USA and many other countries in the world.
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The Power BI Developer and Analyst will assist in designing, developing and maintaining BHL intelligence solutions, crafting and executing queries upon request for data and presenting information through reports and visualizations.
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financial planner investment analyst jobs in Atlanta, GA
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