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Proven aptitude with Microsoft Office applications, including advanced Excel skills (pivot tables, function logic and lookup/reference formulas and charts) Drive for career advancement Oracle/ ERP experience a plus CPA/MBA a plus Experience with XBRL and Workiva (or similar reporting software) a plus We care about our culture, but we also prioritize your needs.
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Through its relationship with CUSO Financial Services, L. P. (CFS) Spokane Teachers Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in and around the Spokane, WA area.
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Familiarity using advanced reporting tools (e.g. Advanced Excel dashboards and charts, Microsoft Power BI, SAP BusinessObjects, Tableau or similar) to facilitate management reporting. Advanced knowledge of Microsoft Excel including experience with pivot tables and logic driven formulas, along with a good working knowledge of the Microsoft 365 suite of applications.
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We work with a wide range of clients across many industries including financial services, professional services, telecommunications and media, consumer products, automotive, industrial automation, professional sports and entertainment, life sciences, ecommerce, and education.
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Certification in one or more of the following technologies: Microsoft Azure Solution Architect, Microsoft Azure Administrator, Google Professional Cloud Architect, Google Associate Cloud Engineer, AWS Certified Solutions Architect Professional, AWS Certified Solutions Architecture Associate, AWS Certified SysOps Administrator Associate.
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Experience:Knowledge of Deltek Costpoint, WAWF, IPP, ASSIST, GFEBS and Microsoft Outlook, Excel, and Word is preferred. Proficiency with Deltek CostPoint, Cognos Reports, WAWF and Microsoft Outlook, Excel, and Word is required.
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The Investment Program at Travis Credit Union supports the local community with a complete menu of financial services. Your career path should lead to real opportunity LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients.
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Experience must include two years in each of the following: Data modeling, mathematical calculation and formulas; Hlookup, Vlookup, and pivot/pivot slicer tables; Accounting reconciliation; Credit card reconciliation; Tableau; Advanced Excel; financial reporting and analysis; Salesforce; Alteryx; and Microsoft Dynamics.
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Experience with the following is preferred but not required: Aristocrat Oasis v12, Tableau, Teradata, IGT Table Touch, Bravo Poker, MICROS, PM10, KronosAdvanced knowledge of Microsoft Excel including vlookup, pivot tables, conditional formatting, and other advanced calculations/functions preferred.
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Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Scott Credit Union in Edwardsville, IL would allow you to join Scott Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial.
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This role requires work with the following business tools: Deltek Costpoint, RunADP, and Microsoft Office Suite (MS) tools. Position Summary: The full-time Financial Analyst, Intermediate - Senior will work directly with Veritech Senior Leadership to manage all aspects of direct/indirect cost pools, account payable and accounts receivable.
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Proficiency in the use and application of the following software: Required: Petra, SMT, Microsoft Office (PowerPoint, Excel, Word, and Outlook), and Photoshop. Populate and manipulate data in Excel and Access, importing formation tops, perfs, pressure and production data into PETRA software.
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Skilled in data consolidation, analysis and tools such as Microsoft Access, Microsoft Excel, as well as detailed knowledge of MRP and pull systems. Our portfolio of brands includes Moen, House of Rohl, Aqualisa, SpringWell, Therma-Tru, Larson, Fiberon, Master Lock, SentrySafe and Yale residential.
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Familiarity with Microsoft Dynamics D365 and Adaptive Insights, or similar financial and planning systems, is a plus. Interface with various business systems, including Microsoft D365 accounting system, Adaptive Insights planning system, Workday, Salesforce, and other systems as required.
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Computer skills in Microsoft Excel, Windows Server, Microsoft SQL Server, Wonderware Archestra, and Rockwell RS Logix 5, 500, & 5000 Major Challenges To reduce unscheduled and scheduled downtime through efficient preventative and predictive maintenance procedures and activities, maximizing plant capacity potential.
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financial services microsoft excel jobs Title: financial advisor in Missouri-city, Missouri
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