BUSINESS CONTROLS ANALYST I WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control Managers ("BCM"s) and Business Control Senior Analyst and or Lead for Consumer Banking and will partner with the Risk Framework leadership team. Responsibilities will encompass understanding controls required for compliance with applicable regulations, identification of relevant issues, solution design, design of required controls and monitoring, leveraging industry practices and coordination with colleagues across the organization.This role is expected to contribute constructively and balance challenges, supporting alignment of business objectives with CNB's risk appetite and established limits. WHAT WILL YOU DO? Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements. Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2nd and 3rd lines to strengthen the control environment and enhance risk management practices. Analyze and evaluate data that effects the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line. Support on Control Standards to ensure compliance-related controls are documented in line with the standards Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units. Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period Assist with the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Entertainment Banking activities (focus on Compliance-related controls) Coordinate with 1st LOD Testing team to understand observations related to compliance controls and ensure appropriate actions are documented to remediate gaps Act as the business teams' liaison for business line risk management, compliance activities, legal engagement, and internal or external audits. Act as a liaison representing Business Control Office at internal meetings; establishing and cultivating strong working relationships with all stakeholders. Attend meetings with and/or in place of SVP BCO, provide feedback and escalate decision. Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed and managed appropriately. Understand interdependencies to achieve success. Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message. Prioritize organizational risk management objectives. Participate in special projects as necessary. Facilitate audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree 2+ years within or related to financial services Additional Qualifications 2 years in a role requiring complex problem solving Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., Defining and deconstructing problems Prioritizing issues and analysis Structuring and building quantitative and qualitative/conceptual analyses Knowledge in Financial Services, Project Management Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $60,500 to $104,500. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
03/08/2026
Full time
BUSINESS CONTROLS ANALYST I WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control Managers ("BCM"s) and Business Control Senior Analyst and or Lead for Consumer Banking and will partner with the Risk Framework leadership team. Responsibilities will encompass understanding controls required for compliance with applicable regulations, identification of relevant issues, solution design, design of required controls and monitoring, leveraging industry practices and coordination with colleagues across the organization.This role is expected to contribute constructively and balance challenges, supporting alignment of business objectives with CNB's risk appetite and established limits. WHAT WILL YOU DO? Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements. Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2nd and 3rd lines to strengthen the control environment and enhance risk management practices. Analyze and evaluate data that effects the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line. Support on Control Standards to ensure compliance-related controls are documented in line with the standards Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units. Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period Assist with the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Entertainment Banking activities (focus on Compliance-related controls) Coordinate with 1st LOD Testing team to understand observations related to compliance controls and ensure appropriate actions are documented to remediate gaps Act as the business teams' liaison for business line risk management, compliance activities, legal engagement, and internal or external audits. Act as a liaison representing Business Control Office at internal meetings; establishing and cultivating strong working relationships with all stakeholders. Attend meetings with and/or in place of SVP BCO, provide feedback and escalate decision. Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed and managed appropriately. Understand interdependencies to achieve success. Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message. Prioritize organizational risk management objectives. Participate in special projects as necessary. Facilitate audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree 2+ years within or related to financial services Additional Qualifications 2 years in a role requiring complex problem solving Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., Defining and deconstructing problems Prioritizing issues and analysis Structuring and building quantitative and qualitative/conceptual analyses Knowledge in Financial Services, Project Management Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $60,500 to $104,500. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
BUSINESS CONTROLS ANALYST I WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control Managers ("BCM"s) and Business Control Senior Analyst and or Lead for Consumer Banking and will partner with the Risk Framework leadership team. Responsibilities will encompass understanding controls required for compliance with applicable regulations, identification of relevant issues, solution design, design of required controls and monitoring, leveraging industry practices and coordination with colleagues across the organization.This role is expected to contribute constructively and balance challenges, supporting alignment of business objectives with CNB's risk appetite and established limits. WHAT WILL YOU DO? Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements. Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2nd and 3rd lines to strengthen the control environment and enhance risk management practices. Analyze and evaluate data that effects the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line. Support on Control Standards to ensure compliance-related controls are documented in line with the standards Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units. Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period Assist with the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Entertainment Banking activities (focus on Compliance-related controls) Coordinate with 1st LOD Testing team to understand observations related to compliance controls and ensure appropriate actions are documented to remediate gaps Act as the business teams' liaison for business line risk management, compliance activities, legal engagement, and internal or external audits. Act as a liaison representing Business Control Office at internal meetings; establishing and cultivating strong working relationships with all stakeholders. Attend meetings with and/or in place of SVP BCO, provide feedback and escalate decision. Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed and managed appropriately. Understand interdependencies to achieve success. Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message. Prioritize organizational risk management objectives. Participate in special projects as necessary. Facilitate audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree 2+ years within or related to financial services Additional Qualifications 2 years in a role requiring complex problem solving Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., Defining and deconstructing problems Prioritizing issues and analysis Structuring and building quantitative and qualitative/conceptual analyses Knowledge in Financial Services, Project Management Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $60,500 to $104,500. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
03/07/2026
Full time
BUSINESS CONTROLS ANALYST I WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control Managers ("BCM"s) and Business Control Senior Analyst and or Lead for Consumer Banking and will partner with the Risk Framework leadership team. Responsibilities will encompass understanding controls required for compliance with applicable regulations, identification of relevant issues, solution design, design of required controls and monitoring, leveraging industry practices and coordination with colleagues across the organization.This role is expected to contribute constructively and balance challenges, supporting alignment of business objectives with CNB's risk appetite and established limits. WHAT WILL YOU DO? Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements. Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2nd and 3rd lines to strengthen the control environment and enhance risk management practices. Analyze and evaluate data that effects the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line. Support on Control Standards to ensure compliance-related controls are documented in line with the standards Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units. Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period Assist with the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Entertainment Banking activities (focus on Compliance-related controls) Coordinate with 1st LOD Testing team to understand observations related to compliance controls and ensure appropriate actions are documented to remediate gaps Act as the business teams' liaison for business line risk management, compliance activities, legal engagement, and internal or external audits. Act as a liaison representing Business Control Office at internal meetings; establishing and cultivating strong working relationships with all stakeholders. Attend meetings with and/or in place of SVP BCO, provide feedback and escalate decision. Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed and managed appropriately. Understand interdependencies to achieve success. Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message. Prioritize organizational risk management objectives. Participate in special projects as necessary. Facilitate audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree 2+ years within or related to financial services Additional Qualifications 2 years in a role requiring complex problem solving Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., Defining and deconstructing problems Prioritizing issues and analysis Structuring and building quantitative and qualitative/conceptual analyses Knowledge in Financial Services, Project Management Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $60,500 to $104,500. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
BUSINESS CONTROLS ANALYST I WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control Managers ("BCM"s) and Business Control Senior Analyst and or Lead for Consumer Banking and will partner with the Risk Framework leadership team. Responsibilities will encompass understanding controls required for compliance with applicable regulations, identification of relevant issues, solution design, design of required controls and monitoring, leveraging industry practices and coordination with colleagues across the organization.This role is expected to contribute constructively and balance challenges, supporting alignment of business objectives with CNB's risk appetite and established limits. WHAT WILL YOU DO? Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements. Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2nd and 3rd lines to strengthen the control environment and enhance risk management practices. Analyze and evaluate data that effects the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line. Support on Control Standards to ensure compliance-related controls are documented in line with the standards Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units. Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period Assist with the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Entertainment Banking activities (focus on Compliance-related controls) Coordinate with 1st LOD Testing team to understand observations related to compliance controls and ensure appropriate actions are documented to remediate gaps Act as the business teams' liaison for business line risk management, compliance activities, legal engagement, and internal or external audits. Act as a liaison representing Business Control Office at internal meetings; establishing and cultivating strong working relationships with all stakeholders. Attend meetings with and/or in place of SVP BCO, provide feedback and escalate decision. Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed and managed appropriately. Understand interdependencies to achieve success. Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message. Prioritize organizational risk management objectives. Participate in special projects as necessary. Facilitate audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree 2+ years within or related to financial services Additional Qualifications 2 years in a role requiring complex problem solving Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., Defining and deconstructing problems Prioritizing issues and analysis Structuring and building quantitative and qualitative/conceptual analyses Knowledge in Financial Services, Project Management Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $60,500 to $104,500. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
03/07/2026
Full time
BUSINESS CONTROLS ANALYST I WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control Managers ("BCM"s) and Business Control Senior Analyst and or Lead for Consumer Banking and will partner with the Risk Framework leadership team. Responsibilities will encompass understanding controls required for compliance with applicable regulations, identification of relevant issues, solution design, design of required controls and monitoring, leveraging industry practices and coordination with colleagues across the organization.This role is expected to contribute constructively and balance challenges, supporting alignment of business objectives with CNB's risk appetite and established limits. WHAT WILL YOU DO? Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements. Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2nd and 3rd lines to strengthen the control environment and enhance risk management practices. Analyze and evaluate data that effects the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line. Support on Control Standards to ensure compliance-related controls are documented in line with the standards Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units. Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period Assist with the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Entertainment Banking activities (focus on Compliance-related controls) Coordinate with 1st LOD Testing team to understand observations related to compliance controls and ensure appropriate actions are documented to remediate gaps Act as the business teams' liaison for business line risk management, compliance activities, legal engagement, and internal or external audits. Act as a liaison representing Business Control Office at internal meetings; establishing and cultivating strong working relationships with all stakeholders. Attend meetings with and/or in place of SVP BCO, provide feedback and escalate decision. Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed and managed appropriately. Understand interdependencies to achieve success. Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message. Prioritize organizational risk management objectives. Participate in special projects as necessary. Facilitate audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree 2+ years within or related to financial services Additional Qualifications 2 years in a role requiring complex problem solving Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., Defining and deconstructing problems Prioritizing issues and analysis Structuring and building quantitative and qualitative/conceptual analyses Knowledge in Financial Services, Project Management Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $60,500 to $104,500. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
INVESTMENT MANAGEMENT GOVERNANCE OFFICE BUSINESS ANALYST WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the team that provides oversight and guidance to City National's lines of business with a strong focus on integrated and streamlined investment management governance programs. WHAT WILL YOU DO? Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure applicable issues are identified, analyzed and managed appropriately. Understand interdependencies across LOBs and support groups to achieve success in supporting remediation of regulatory, internal audit, and self-identified issues. Analyze, evaluate and periodically review current risk management practices relating to RNDIP activities across the organization, including activities at network affiliates. Collaborate closely with colleagues across Risk, Compliance and Internal Audit to strengthen the control environment and enhance risk management practices. Monitor activities of the network affiliates for adherence to CNB's networking agreements and RNDIP policies and procedures Analyze and evaluate RNDIP data (e.g. Network Affiliate Continuous Monitoring Questionnaires, RNDIP sales activity dashboards, monthly reconciliation of RNDIP referral activity to systems of record, etc.), and provide insight to the practical impacts/implications to the impacted business line and/or Network Affiliate. Support development of reporting associated with RNDIP activities to appropriate governance committees. Track completion of required training for RNDIP programs across LOBs. Support execution of activities described in the RNDIP Program Procedure, including completion of annual RNDIP risk assessment summary. Support audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree Minimum 3 years within or related to financial services Additional Qualifications 3+ years in a role requiring complex problem solving Investment product knowledge preferred Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., defining and deconstructing problems, prioritizing issues and analysis, structuring and building quantitative and qualitative/conceptual analyses Demonstrated ability to influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. An outstanding ability to analyze problems, communicate effectively and confidently (both oral and written), work well in cross-functional teams Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $37.96 - $60.64 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
03/07/2026
Full time
INVESTMENT MANAGEMENT GOVERNANCE OFFICE BUSINESS ANALYST WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the team that provides oversight and guidance to City National's lines of business with a strong focus on integrated and streamlined investment management governance programs. WHAT WILL YOU DO? Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure applicable issues are identified, analyzed and managed appropriately. Understand interdependencies across LOBs and support groups to achieve success in supporting remediation of regulatory, internal audit, and self-identified issues. Analyze, evaluate and periodically review current risk management practices relating to RNDIP activities across the organization, including activities at network affiliates. Collaborate closely with colleagues across Risk, Compliance and Internal Audit to strengthen the control environment and enhance risk management practices. Monitor activities of the network affiliates for adherence to CNB's networking agreements and RNDIP policies and procedures Analyze and evaluate RNDIP data (e.g. Network Affiliate Continuous Monitoring Questionnaires, RNDIP sales activity dashboards, monthly reconciliation of RNDIP referral activity to systems of record, etc.), and provide insight to the practical impacts/implications to the impacted business line and/or Network Affiliate. Support development of reporting associated with RNDIP activities to appropriate governance committees. Track completion of required training for RNDIP programs across LOBs. Support execution of activities described in the RNDIP Program Procedure, including completion of annual RNDIP risk assessment summary. Support audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree Minimum 3 years within or related to financial services Additional Qualifications 3+ years in a role requiring complex problem solving Investment product knowledge preferred Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., defining and deconstructing problems, prioritizing issues and analysis, structuring and building quantitative and qualitative/conceptual analyses Demonstrated ability to influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. An outstanding ability to analyze problems, communicate effectively and confidently (both oral and written), work well in cross-functional teams Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $37.96 - $60.64 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
100% Remote (Dallas-based Candidates Preferred) Senior Analyst Opportunity - Leading Project Financing and Budgeting This Jobot Job is hosted by: John Armel Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $115,000 - $125,000 per year A bit about us: We are seeking a highly motivated and experienced Senior Analyst to join our dynamic client in the Data Center industry. This is an exciting opportunity for a professional with solid experience in financial analysis, project costing, and operational finance. The successful candidate will play a critical role in supporting strategic decision-making, optimizing operational efficiency, and driving profitable growth. This role requires a strong acumen in financial analysis, project management, and strategic planning. The candidate must have a minimum of 5 years of experience in a similar role. Why join us? 100% Remote (Dallas-based Candidates Preferred) Senior Analyst Opportunity - Leading Project Financing and Budgeting Job Details Responsibilities: 1. Conducting thorough financial analysis and providing strategic recommendations to senior management. 2. Overseeing project costing and ensuring that all projects are delivered on time and within budget. 3. Developing and implementing financial models to support strategic initiatives and business decisions. 4. Collaborating with cross-functional teams to optimize operational efficiency and profitability. 5. Providing financial insights and recommendations to support business growth and profitability. 6. Conducting risk assessments and providing recommendations to mitigate financial risks. 7. Ensuring compliance with financial regulations and standards. 8. Participating in the development and implementation of financial policies and procedures. 9. Keeping abreast of industry trends and developments to support strategic decision-making. Qualifications: 1. A Bachelor's degree in Finance, Accounting, or related field. A Master's degree or equivalent will be an added advantage. 2. A minimum of 5 years of experience in financial analysis, project costing, or operational finance. 3. Professional certifications such as CFA, CPA, or equivalent are required. 4. Previous experience in the Big 4, Private Equity, or Energy industry is highly desirable. 5. Strong knowledge of financial modeling, project costing, and operational finance. 6. Excellent analytical, strategic planning, and problem-solving skills. 7. Strong communication and presentation skills. 8. Ability to work collaboratively with cross-functional teams. 9. Proficiency in financial software and Microsoft Office Suite. 10. High level of integrity and professionalism. This is an exciting opportunity to join a dynamic team in a fast-paced and challenging environment. If you are a highly motivated professional with a passion for financial analysis and strategic decision-making, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
03/05/2026
Full time
100% Remote (Dallas-based Candidates Preferred) Senior Analyst Opportunity - Leading Project Financing and Budgeting This Jobot Job is hosted by: John Armel Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $115,000 - $125,000 per year A bit about us: We are seeking a highly motivated and experienced Senior Analyst to join our dynamic client in the Data Center industry. This is an exciting opportunity for a professional with solid experience in financial analysis, project costing, and operational finance. The successful candidate will play a critical role in supporting strategic decision-making, optimizing operational efficiency, and driving profitable growth. This role requires a strong acumen in financial analysis, project management, and strategic planning. The candidate must have a minimum of 5 years of experience in a similar role. Why join us? 100% Remote (Dallas-based Candidates Preferred) Senior Analyst Opportunity - Leading Project Financing and Budgeting Job Details Responsibilities: 1. Conducting thorough financial analysis and providing strategic recommendations to senior management. 2. Overseeing project costing and ensuring that all projects are delivered on time and within budget. 3. Developing and implementing financial models to support strategic initiatives and business decisions. 4. Collaborating with cross-functional teams to optimize operational efficiency and profitability. 5. Providing financial insights and recommendations to support business growth and profitability. 6. Conducting risk assessments and providing recommendations to mitigate financial risks. 7. Ensuring compliance with financial regulations and standards. 8. Participating in the development and implementation of financial policies and procedures. 9. Keeping abreast of industry trends and developments to support strategic decision-making. Qualifications: 1. A Bachelor's degree in Finance, Accounting, or related field. A Master's degree or equivalent will be an added advantage. 2. A minimum of 5 years of experience in financial analysis, project costing, or operational finance. 3. Professional certifications such as CFA, CPA, or equivalent are required. 4. Previous experience in the Big 4, Private Equity, or Energy industry is highly desirable. 5. Strong knowledge of financial modeling, project costing, and operational finance. 6. Excellent analytical, strategic planning, and problem-solving skills. 7. Strong communication and presentation skills. 8. Ability to work collaboratively with cross-functional teams. 9. Proficiency in financial software and Microsoft Office Suite. 10. High level of integrity and professionalism. This is an exciting opportunity to join a dynamic team in a fast-paced and challenging environment. If you are a highly motivated professional with a passion for financial analysis and strategic decision-making, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Exciting opportunity to join a growing SaaS company offering growth, competitive salary, benefits, and more! This Jobot Job is hosted by: Travis Poley Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $80,000 - $95,000 per year A bit about us: We are seeking a dynamic and experienced Permanent Financial Analyst with a strong background in the SaaS (Software as a Service) and Mortgage industry. This unique opportunity will allow you to leverage your analytical acumen to drive financial planning, analysis, and decision-making processes within our thriving company. The ideal candidate will be a strategic thinker who can translate complex financial data into clear, actionable insights. This role requires a deep understanding of financial modeling and forecasting, as well as the ability to work collaboratively with cross-functional Why join us? Competitive Compensation Bonus Benefits 401K PTO Growth So much Job Details Responsibilities: 1. Develop and maintain sophisticated financial models to support strategic initiatives, budgeting, and forecasting. 2. Analyze and interpret complex financial and operational data to provide accurate and timely financial recommendations to management for decision making purposes. 3. Lead the SaaS metrics and analytics reporting, including MRR, ARR, churn, LTV, CAC, and other key business metrics. 4. Collaborate with cross-functional teams to analyze business performance and develop financial strategies. 5. Present financial analysis and reports to senior management, highlighting trends, variances, risks, and opportunities. 6. Support the annual budgeting and strategic planning process by preparing financial forecasts and conducting variance analysis. 7. Develop and implement process improvements to enhance the efficiency and accuracy of financial reporting and analysis. 8. Provide guidance on financial trends and expected future outcomes in the mortgage industry. Qualifications: 1. Bachelor's degree in Finance, Accounting, or related field. MBA or relevant advanced degree is preferred. 2. Minimum of 5 years of experience in a financial analysis role within the SaaS or Mortgage industry. 3. Advanced proficiency in Excel, including pivot tables, v-lookups, and complex formulas. 4. Strong understanding of SaaS metrics and experience with financial modeling and forecasting. 5. Excellent analytical and problem-solving skills, with the ability to transform complex data into actionable insights. 6. Strong communication skills, with the ability to present financial data to non-financial audiences. 7. Ability to work collaboratively with cross-functional teams and manage multiple priorities in a fast-paced environment. 8. High level of attention to detail and accuracy, with a strong commitment to continuous improvement. 9. Knowledge of financial regulations and legislation in the mortgage industry would be an added advantage. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
03/05/2026
Full time
Exciting opportunity to join a growing SaaS company offering growth, competitive salary, benefits, and more! This Jobot Job is hosted by: Travis Poley Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $80,000 - $95,000 per year A bit about us: We are seeking a dynamic and experienced Permanent Financial Analyst with a strong background in the SaaS (Software as a Service) and Mortgage industry. This unique opportunity will allow you to leverage your analytical acumen to drive financial planning, analysis, and decision-making processes within our thriving company. The ideal candidate will be a strategic thinker who can translate complex financial data into clear, actionable insights. This role requires a deep understanding of financial modeling and forecasting, as well as the ability to work collaboratively with cross-functional Why join us? Competitive Compensation Bonus Benefits 401K PTO Growth So much Job Details Responsibilities: 1. Develop and maintain sophisticated financial models to support strategic initiatives, budgeting, and forecasting. 2. Analyze and interpret complex financial and operational data to provide accurate and timely financial recommendations to management for decision making purposes. 3. Lead the SaaS metrics and analytics reporting, including MRR, ARR, churn, LTV, CAC, and other key business metrics. 4. Collaborate with cross-functional teams to analyze business performance and develop financial strategies. 5. Present financial analysis and reports to senior management, highlighting trends, variances, risks, and opportunities. 6. Support the annual budgeting and strategic planning process by preparing financial forecasts and conducting variance analysis. 7. Develop and implement process improvements to enhance the efficiency and accuracy of financial reporting and analysis. 8. Provide guidance on financial trends and expected future outcomes in the mortgage industry. Qualifications: 1. Bachelor's degree in Finance, Accounting, or related field. MBA or relevant advanced degree is preferred. 2. Minimum of 5 years of experience in a financial analysis role within the SaaS or Mortgage industry. 3. Advanced proficiency in Excel, including pivot tables, v-lookups, and complex formulas. 4. Strong understanding of SaaS metrics and experience with financial modeling and forecasting. 5. Excellent analytical and problem-solving skills, with the ability to transform complex data into actionable insights. 6. Strong communication skills, with the ability to present financial data to non-financial audiences. 7. Ability to work collaboratively with cross-functional teams and manage multiple priorities in a fast-paced environment. 8. High level of attention to detail and accuracy, with a strong commitment to continuous improvement. 9. Knowledge of financial regulations and legislation in the mortgage industry would be an added advantage. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Partners 1st Federal Credit Union
Fort Wayne, Indiana
Description: Partners 1st Federal Credit Union will provide U with a competitive salary, paid illness, personal time, vacation, holidays, medical/dental/vision/life insurance, generous 401(k) retirement plan with company matches, tuition reimbursement, weekly pay, and a professional and fun office working environment. Are U willing to provide our members with your enthusiasm for service, integrity to become their trusted financial partner, create and support quality teamwork among staff and able to apply your knowledge, skills and experience with member service and problem solving to accomplish important and meaningful work. This position is for U if you are are a strategic thinker with strong leadership and decision making skills, enjoy collaboration and innovation, and are able to work at our Directors Row location, Fort Wayne, IN, full-time, 40 hrs/wk, with a schedule of: Mon-Fri: 8:00am-5:00pm There can be some flexibility with the schedule, as far as daily schedule, if needed. Role This pivotal leadership role will shape the strategic direction of our commercial lending operations, driving innovation, growth, and profitability while upholding our commitment to exceptional member service and community impact. The ideal candidate will need a proven track record of transformative leadership, deep industry expertise, and a passion for fostering economic development in the communities we serve. By leveraging strategic insights and cultivating strong relationships, the SVP Business Services will position the credit union as a trusted partner for businesses and a leader in the regional financial landscape. Major Duties and Responsibilities 20% Lead, mentor, and develop a high-performing team of commercial lending professionals, including loan processing, treasury management and/or operations managers and officers, fostering a culture of excellence and collaboration. May manage a team of credit analyst. 20% Oversee credit risk assessment processes, ensure robust underwriting standards, and implement strategies to mitigate portfolio risks. Ensure all commercial lending activities comply with federal and state regulations, as well as industry best practices. 20% Develop and implement the credit union's commercial lending strategy to achieve growth objectives, aligning with the mission and financial goals. Manage the overall commercial loan portfolio, ensuring profitability, credit quality, and compliance with regulatory and internal policies. 20% Drive expansion of the commercial lending portfolio by identifying market opportunities, building strategic partnerships, and enhancing client relationships. 10% Serve as a primary point of contact for high-value commercial clients, providing customized financial solutions and maintaining strong relationships. Act as a visible leader in the community, representing the credit union at industry and civic events to strengthen its reputation and local presence. 5% Work closely with other senior executives, including those in retail banking, risk management, and finance, to align commercial lending with broader credit union objectives. 5% Assists the EVP, and ultimately the Board, with the development of the Credit Union's Strategic Plan, action plan and corresponding annual budget. Attends and participates in the Board of Director meetings and internal leadership meetings as designated by the EVP. Ensures that the EVP is kept fully informed on the conditions and operational concerns related to Lending including relevant factors that may influence or impact performance. Supplies advice and assistance to the EVP and other operational units within the organization. Serves as a member of the Asset/Liability Committee. Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. This role requires behaviors and actions that reflect the credit union's culture, mission, and core values through exceptional service that supports both employees and members. A strong commitment to service excellence and member-focused solutions is essential to the success of this position and the credit union. Requirements: Knowledge and Skills Experience Five to ten years of similar or related experience with a deep expertise in commercial lending, credit analysis, and portfolio management. Proven ability to develop and execute strategic business plans. Education/Certifications/Licenses A Bacehlors degree. Interpersonal Skills The ability to motivate or influence internal or external senior level professionals is a critical part of the job, requiring a significant level of influence and trust. Obtaining cooperation and agreement on important outcomes via frequently complex, senior level dialogues, as well as a professional level of written communication skills are essential to the position. Other Skills Proven leadership capabilities including effective interpersonal skills. Effective at organizational and planning skills to guide projects from concept to completion. Strong supervisory, technology, compliance, leadership, written and verbal communication skills. Must have in-depth understanding of and ability to interpret regulations affecting multiple programs of the credit union. ADA Requirements Physical Requirements Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Working Conditions Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. This position has the ability to do work remotely. Must follow remote work agreement. Mental and/or Emotional Requirements Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. PIe1a32ab5-
03/05/2026
Full time
Description: Partners 1st Federal Credit Union will provide U with a competitive salary, paid illness, personal time, vacation, holidays, medical/dental/vision/life insurance, generous 401(k) retirement plan with company matches, tuition reimbursement, weekly pay, and a professional and fun office working environment. Are U willing to provide our members with your enthusiasm for service, integrity to become their trusted financial partner, create and support quality teamwork among staff and able to apply your knowledge, skills and experience with member service and problem solving to accomplish important and meaningful work. This position is for U if you are are a strategic thinker with strong leadership and decision making skills, enjoy collaboration and innovation, and are able to work at our Directors Row location, Fort Wayne, IN, full-time, 40 hrs/wk, with a schedule of: Mon-Fri: 8:00am-5:00pm There can be some flexibility with the schedule, as far as daily schedule, if needed. Role This pivotal leadership role will shape the strategic direction of our commercial lending operations, driving innovation, growth, and profitability while upholding our commitment to exceptional member service and community impact. The ideal candidate will need a proven track record of transformative leadership, deep industry expertise, and a passion for fostering economic development in the communities we serve. By leveraging strategic insights and cultivating strong relationships, the SVP Business Services will position the credit union as a trusted partner for businesses and a leader in the regional financial landscape. Major Duties and Responsibilities 20% Lead, mentor, and develop a high-performing team of commercial lending professionals, including loan processing, treasury management and/or operations managers and officers, fostering a culture of excellence and collaboration. May manage a team of credit analyst. 20% Oversee credit risk assessment processes, ensure robust underwriting standards, and implement strategies to mitigate portfolio risks. Ensure all commercial lending activities comply with federal and state regulations, as well as industry best practices. 20% Develop and implement the credit union's commercial lending strategy to achieve growth objectives, aligning with the mission and financial goals. Manage the overall commercial loan portfolio, ensuring profitability, credit quality, and compliance with regulatory and internal policies. 20% Drive expansion of the commercial lending portfolio by identifying market opportunities, building strategic partnerships, and enhancing client relationships. 10% Serve as a primary point of contact for high-value commercial clients, providing customized financial solutions and maintaining strong relationships. Act as a visible leader in the community, representing the credit union at industry and civic events to strengthen its reputation and local presence. 5% Work closely with other senior executives, including those in retail banking, risk management, and finance, to align commercial lending with broader credit union objectives. 5% Assists the EVP, and ultimately the Board, with the development of the Credit Union's Strategic Plan, action plan and corresponding annual budget. Attends and participates in the Board of Director meetings and internal leadership meetings as designated by the EVP. Ensures that the EVP is kept fully informed on the conditions and operational concerns related to Lending including relevant factors that may influence or impact performance. Supplies advice and assistance to the EVP and other operational units within the organization. Serves as a member of the Asset/Liability Committee. Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. This role requires behaviors and actions that reflect the credit union's culture, mission, and core values through exceptional service that supports both employees and members. A strong commitment to service excellence and member-focused solutions is essential to the success of this position and the credit union. Requirements: Knowledge and Skills Experience Five to ten years of similar or related experience with a deep expertise in commercial lending, credit analysis, and portfolio management. Proven ability to develop and execute strategic business plans. Education/Certifications/Licenses A Bacehlors degree. Interpersonal Skills The ability to motivate or influence internal or external senior level professionals is a critical part of the job, requiring a significant level of influence and trust. Obtaining cooperation and agreement on important outcomes via frequently complex, senior level dialogues, as well as a professional level of written communication skills are essential to the position. Other Skills Proven leadership capabilities including effective interpersonal skills. Effective at organizational and planning skills to guide projects from concept to completion. Strong supervisory, technology, compliance, leadership, written and verbal communication skills. Must have in-depth understanding of and ability to interpret regulations affecting multiple programs of the credit union. ADA Requirements Physical Requirements Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Working Conditions Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. This position has the ability to do work remotely. Must follow remote work agreement. Mental and/or Emotional Requirements Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. PIe1a32ab5-
FINANCIAL CRIMES ANALYST II WHAT IS THE OPPORTUNITY? Under the direction of the BSA Manager, responsible for the Business and data analysis, requirements gathering, risk and impact assessments, internal control development and monitoring, supporting model changes, developing reports, and tracking metrics. Responsible for monitoring, analyzing, and escalating issues and concerns related to BSA, AML, OFAC and the USA PATRIOT Act components of the Bank's BSA Program while utilizing sound and current compliance industry standards and practices. May assist in the development of new and/or updates policy and procedures related to BSA, AML, OFAC and the USA PATRIOT Act Bank wide. Plays a key role as a liaison with colleagues throughout the organization related to BSA, AML, OFAC and the USA PATRIOT Act. Responsible for building and maintaining relationships with internal and external customers while providing exemplary customer service. WHAT WILL YOU DO? Supports Model, Analytics, Data and Innovation within CNB Financial Crimes Compliance Carries out compliance monitoring, risk and impact assessments, requirements gathering, business and data analysis, report development, change testing and internal controls testing program ensuring that there are adequate processes, procedures and internal controls to promote an effective BSA control environment, under the guidance of the BSA Manager. Prioritizes focus toward areas identified as having the highest levels of risk to the company. Analyzes, escalated and remediates issues and concerns related to BSA, AML, OFAC and the USA Patriot Act, including findings identified in risk assessments, internal audits and/or regulatory examinations. Analyzes and evaluates compliance risks, identifies gaps and deficiencies in related BSA functions, and recommends changes to policies, procedures and processes to reasonably ensure risk- based and appropriate controls are instigated and maintained. Performs daily activities of assigned functional area; prioritizing; completing multiple activities; resolves problems as they arise. Designs, develops and maintains reports, identifies new meaningful metrics, monitors model performance and provides status updates. Defines and documents requirements for model changes, supports technical development and conducts testing. Ensures activities are in compliance with legal/regulatory requirements and CNB policy and procedure. Communicates and escalates (as assigned) identified BSA, AML, OFAC and USA PATRIOT Act operational concerns to the appropriate level of management. Integrates activities with other departments to accomplish common goals. Maintains up-to-date knowledge of Bank policies, procedures and industry best practices. Participates in and completes bank-wide projects. Serves as resource (as needed) to internal and external customers; ensures quality customer service and effective and efficient operational support. Applies both technical and general business knowledge to resolve the most complex issues in assigned function. Performs other duties as assigned or requested. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 3 years of experience with financial crimes-related activity, such as Transaction Monitoring, KYC, EDD, Sanctions, Financial Crime investigations and regulatory reporting. Minimum 3 years experience in a BSA specific role at a financial institution Current Certified Anti-Money Laundering Specialist (CAMS) Certification Additional Qualifications Experience developing Tableau reports. Relevant financial crimes certification preferred (Certified Anti-Money Laundering Specialist- CAMS, Certified Fraud Examiner-CFE, Certified Financial Crime Specialist- CFCS). Working knowledge of banking operations and government regulations. Experience using Microsoft Word, Excel and Access required. Knowledge and understanding of federal regulations pertaining to the Bank Secrecy Act required. Excellent problem solving and analytical skills required. Excellent verbal/written and written communication skills required to interact with all levels of Bank personnel and outside contacts. Basic ability to query databases and analyze data required. Experience with AML Monitoring Systems such as Actimize is preferred. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $ 55,000-$95,000 . Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
03/05/2026
Full time
FINANCIAL CRIMES ANALYST II WHAT IS THE OPPORTUNITY? Under the direction of the BSA Manager, responsible for the Business and data analysis, requirements gathering, risk and impact assessments, internal control development and monitoring, supporting model changes, developing reports, and tracking metrics. Responsible for monitoring, analyzing, and escalating issues and concerns related to BSA, AML, OFAC and the USA PATRIOT Act components of the Bank's BSA Program while utilizing sound and current compliance industry standards and practices. May assist in the development of new and/or updates policy and procedures related to BSA, AML, OFAC and the USA PATRIOT Act Bank wide. Plays a key role as a liaison with colleagues throughout the organization related to BSA, AML, OFAC and the USA PATRIOT Act. Responsible for building and maintaining relationships with internal and external customers while providing exemplary customer service. WHAT WILL YOU DO? Supports Model, Analytics, Data and Innovation within CNB Financial Crimes Compliance Carries out compliance monitoring, risk and impact assessments, requirements gathering, business and data analysis, report development, change testing and internal controls testing program ensuring that there are adequate processes, procedures and internal controls to promote an effective BSA control environment, under the guidance of the BSA Manager. Prioritizes focus toward areas identified as having the highest levels of risk to the company. Analyzes, escalated and remediates issues and concerns related to BSA, AML, OFAC and the USA Patriot Act, including findings identified in risk assessments, internal audits and/or regulatory examinations. Analyzes and evaluates compliance risks, identifies gaps and deficiencies in related BSA functions, and recommends changes to policies, procedures and processes to reasonably ensure risk- based and appropriate controls are instigated and maintained. Performs daily activities of assigned functional area; prioritizing; completing multiple activities; resolves problems as they arise. Designs, develops and maintains reports, identifies new meaningful metrics, monitors model performance and provides status updates. Defines and documents requirements for model changes, supports technical development and conducts testing. Ensures activities are in compliance with legal/regulatory requirements and CNB policy and procedure. Communicates and escalates (as assigned) identified BSA, AML, OFAC and USA PATRIOT Act operational concerns to the appropriate level of management. Integrates activities with other departments to accomplish common goals. Maintains up-to-date knowledge of Bank policies, procedures and industry best practices. Participates in and completes bank-wide projects. Serves as resource (as needed) to internal and external customers; ensures quality customer service and effective and efficient operational support. Applies both technical and general business knowledge to resolve the most complex issues in assigned function. Performs other duties as assigned or requested. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 3 years of experience with financial crimes-related activity, such as Transaction Monitoring, KYC, EDD, Sanctions, Financial Crime investigations and regulatory reporting. Minimum 3 years experience in a BSA specific role at a financial institution Current Certified Anti-Money Laundering Specialist (CAMS) Certification Additional Qualifications Experience developing Tableau reports. Relevant financial crimes certification preferred (Certified Anti-Money Laundering Specialist- CAMS, Certified Fraud Examiner-CFE, Certified Financial Crime Specialist- CFCS). Working knowledge of banking operations and government regulations. Experience using Microsoft Word, Excel and Access required. Knowledge and understanding of federal regulations pertaining to the Bank Secrecy Act required. Excellent problem solving and analytical skills required. Excellent verbal/written and written communication skills required to interact with all levels of Bank personnel and outside contacts. Basic ability to query databases and analyze data required. Experience with AML Monitoring Systems such as Actimize is preferred. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $ 55,000-$95,000 . Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
BUSINESS CONTROLS ANALYST I WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control Managers ("BCM"s) and Business Control Senior Analyst and or Lead for Consumer Banking and will partner with the Risk Framework leadership team. Responsibilities will encompass understanding controls required for compliance with applicable regulations, identification of relevant issues, solution design, design of required controls and monitoring, leveraging industry practices and coordination with colleagues across the organization.This role is expected to contribute constructively and balance challenges, supporting alignment of business objectives with CNB's risk appetite and established limits. WHAT WILL YOU DO? Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements. Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2nd and 3rd lines to strengthen the control environment and enhance risk management practices. Analyze and evaluate data that effects the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line. Support on Control Standards to ensure compliance-related controls are documented in line with the standards Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units. Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period Assist with the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Entertainment Banking activities (focus on Compliance-related controls) Coordinate with 1st LOD Testing team to understand observations related to compliance controls and ensure appropriate actions are documented to remediate gaps Act as the business teams' liaison for business line risk management, compliance activities, legal engagement, and internal or external audits. Act as a liaison representing Business Control Office at internal meetings; establishing and cultivating strong working relationships with all stakeholders. Attend meetings with and/or in place of SVP BCO, provide feedback and escalate decision. Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed and managed appropriately. Understand interdependencies to achieve success. Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message. Prioritize organizational risk management objectives. Participate in special projects as necessary. Facilitate audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree 2+ years within or related to financial services Additional Qualifications 2 years in a role requiring complex problem solving Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., Defining and deconstructing problems Prioritizing issues and analysis Structuring and building quantitative and qualitative/conceptual analyses Knowledge in Financial Services, Project Management Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $60,500 to $104,500. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
03/04/2026
Full time
BUSINESS CONTROLS ANALYST I WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control Managers ("BCM"s) and Business Control Senior Analyst and or Lead for Consumer Banking and will partner with the Risk Framework leadership team. Responsibilities will encompass understanding controls required for compliance with applicable regulations, identification of relevant issues, solution design, design of required controls and monitoring, leveraging industry practices and coordination with colleagues across the organization.This role is expected to contribute constructively and balance challenges, supporting alignment of business objectives with CNB's risk appetite and established limits. WHAT WILL YOU DO? Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements. Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2nd and 3rd lines to strengthen the control environment and enhance risk management practices. Analyze and evaluate data that effects the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line. Support on Control Standards to ensure compliance-related controls are documented in line with the standards Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units. Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period Assist with the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Entertainment Banking activities (focus on Compliance-related controls) Coordinate with 1st LOD Testing team to understand observations related to compliance controls and ensure appropriate actions are documented to remediate gaps Act as the business teams' liaison for business line risk management, compliance activities, legal engagement, and internal or external audits. Act as a liaison representing Business Control Office at internal meetings; establishing and cultivating strong working relationships with all stakeholders. Attend meetings with and/or in place of SVP BCO, provide feedback and escalate decision. Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed and managed appropriately. Understand interdependencies to achieve success. Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message. Prioritize organizational risk management objectives. Participate in special projects as necessary. Facilitate audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree 2+ years within or related to financial services Additional Qualifications 2 years in a role requiring complex problem solving Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., Defining and deconstructing problems Prioritizing issues and analysis Structuring and building quantitative and qualitative/conceptual analyses Knowledge in Financial Services, Project Management Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $60,500 to $104,500. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
FINANCIAL CRIMES ANALYST II WHAT IS THE OPPORTUNITY? Under the direction of the BSA Manager, responsible for the Business and data analysis, requirements gathering, risk and impact assessments, internal control development and monitoring, supporting model changes, developing reports, and tracking metrics. Responsible for monitoring, analyzing, and escalating issues and concerns related to BSA, AML, OFAC and the USA PATRIOT Act components of the Bank's BSA Program while utilizing sound and current compliance industry standards and practices. May assist in the development of new and/or updates policy and procedures related to BSA, AML, OFAC and the USA PATRIOT Act Bank wide. Plays a key role as a liaison with colleagues throughout the organization related to BSA, AML, OFAC and the USA PATRIOT Act. Responsible for building and maintaining relationships with internal and external customers while providing exemplary customer service. WHAT WILL YOU DO? Supports Model, Analytics, Data and Innovation within CNB Financial Crimes Compliance Carries out compliance monitoring, risk and impact assessments, requirements gathering, business and data analysis, report development, change testing and internal controls testing program ensuring that there are adequate processes, procedures and internal controls to promote an effective BSA control environment, under the guidance of the BSA Manager. Prioritizes focus toward areas identified as having the highest levels of risk to the company. Analyzes, escalated and remediates issues and concerns related to BSA, AML, OFAC and the USA Patriot Act, including findings identified in risk assessments, internal audits and/or regulatory examinations. Analyzes and evaluates compliance risks, identifies gaps and deficiencies in related BSA functions, and recommends changes to policies, procedures and processes to reasonably ensure risk- based and appropriate controls are instigated and maintained. Performs daily activities of assigned functional area; prioritizing; completing multiple activities; resolves problems as they arise. Designs, develops and maintains reports, identifies new meaningful metrics, monitors model performance and provides status updates. Defines and documents requirements for model changes, supports technical development and conducts testing. Ensures activities are in compliance with legal/regulatory requirements and CNB policy and procedure. Communicates and escalates (as assigned) identified BSA, AML, OFAC and USA PATRIOT Act operational concerns to the appropriate level of management. Integrates activities with other departments to accomplish common goals. Maintains up-to-date knowledge of Bank policies, procedures and industry best practices. Participates in and completes bank-wide projects. Serves as resource (as needed) to internal and external customers; ensures quality customer service and effective and efficient operational support. Applies both technical and general business knowledge to resolve the most complex issues in assigned function. Performs other duties as assigned or requested. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 3 years of experience with financial crimes-related activity, such as Transaction Monitoring, KYC, EDD, Sanctions, Financial Crime investigations and regulatory reporting. Minimum 3 years experience in a BSA specific role at a financial institution Current Certified Anti-Money Laundering Specialist (CAMS) Certification Additional Qualifications Experience developing Tableau reports. Relevant financial crimes certification preferred (Certified Anti-Money Laundering Specialist- CAMS, Certified Fraud Examiner-CFE, Certified Financial Crime Specialist- CFCS). Working knowledge of banking operations and government regulations. Experience using Microsoft Word, Excel and Access required. Knowledge and understanding of federal regulations pertaining to the Bank Secrecy Act required. Excellent problem solving and analytical skills required. Excellent verbal/written and written communication skills required to interact with all levels of Bank personnel and outside contacts. Basic ability to query databases and analyze data required. Experience with AML Monitoring Systems such as Actimize is preferred. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $ 55,000-$95,000 . Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
03/03/2026
Full time
FINANCIAL CRIMES ANALYST II WHAT IS THE OPPORTUNITY? Under the direction of the BSA Manager, responsible for the Business and data analysis, requirements gathering, risk and impact assessments, internal control development and monitoring, supporting model changes, developing reports, and tracking metrics. Responsible for monitoring, analyzing, and escalating issues and concerns related to BSA, AML, OFAC and the USA PATRIOT Act components of the Bank's BSA Program while utilizing sound and current compliance industry standards and practices. May assist in the development of new and/or updates policy and procedures related to BSA, AML, OFAC and the USA PATRIOT Act Bank wide. Plays a key role as a liaison with colleagues throughout the organization related to BSA, AML, OFAC and the USA PATRIOT Act. Responsible for building and maintaining relationships with internal and external customers while providing exemplary customer service. WHAT WILL YOU DO? Supports Model, Analytics, Data and Innovation within CNB Financial Crimes Compliance Carries out compliance monitoring, risk and impact assessments, requirements gathering, business and data analysis, report development, change testing and internal controls testing program ensuring that there are adequate processes, procedures and internal controls to promote an effective BSA control environment, under the guidance of the BSA Manager. Prioritizes focus toward areas identified as having the highest levels of risk to the company. Analyzes, escalated and remediates issues and concerns related to BSA, AML, OFAC and the USA Patriot Act, including findings identified in risk assessments, internal audits and/or regulatory examinations. Analyzes and evaluates compliance risks, identifies gaps and deficiencies in related BSA functions, and recommends changes to policies, procedures and processes to reasonably ensure risk- based and appropriate controls are instigated and maintained. Performs daily activities of assigned functional area; prioritizing; completing multiple activities; resolves problems as they arise. Designs, develops and maintains reports, identifies new meaningful metrics, monitors model performance and provides status updates. Defines and documents requirements for model changes, supports technical development and conducts testing. Ensures activities are in compliance with legal/regulatory requirements and CNB policy and procedure. Communicates and escalates (as assigned) identified BSA, AML, OFAC and USA PATRIOT Act operational concerns to the appropriate level of management. Integrates activities with other departments to accomplish common goals. Maintains up-to-date knowledge of Bank policies, procedures and industry best practices. Participates in and completes bank-wide projects. Serves as resource (as needed) to internal and external customers; ensures quality customer service and effective and efficient operational support. Applies both technical and general business knowledge to resolve the most complex issues in assigned function. Performs other duties as assigned or requested. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 3 years of experience with financial crimes-related activity, such as Transaction Monitoring, KYC, EDD, Sanctions, Financial Crime investigations and regulatory reporting. Minimum 3 years experience in a BSA specific role at a financial institution Current Certified Anti-Money Laundering Specialist (CAMS) Certification Additional Qualifications Experience developing Tableau reports. Relevant financial crimes certification preferred (Certified Anti-Money Laundering Specialist- CAMS, Certified Fraud Examiner-CFE, Certified Financial Crime Specialist- CFCS). Working knowledge of banking operations and government regulations. Experience using Microsoft Word, Excel and Access required. Knowledge and understanding of federal regulations pertaining to the Bank Secrecy Act required. Excellent problem solving and analytical skills required. Excellent verbal/written and written communication skills required to interact with all levels of Bank personnel and outside contacts. Basic ability to query databases and analyze data required. Experience with AML Monitoring Systems such as Actimize is preferred. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $ 55,000-$95,000 . Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
This position provides an exciting opportunity to become an integral part of a dynamic Finance Team that uses data-driven influence to drive achievement of Corporate goals and objectives. In this position, you will have the opportunity to demonstrate analytical expertise and leadership potential to senior levels of finance and operating management. Collaborating with cross-functional teams, including accounting, finance, operations (manufacturing, procurement, transportation), engineering, legal, and IT, to ensure alignment of business objectives and to understand and solution key issues Overseeing daily financial operations performed by financial analysts which includes: Developing physicals-based predictive modeling and analysis to forecast business outcomes and to support critical decision making and strategic planning Providing real-time, impactful key performance measures to operations (daily, weekly, monthly) Performing month end, quarter end, and year end close process in accordance with GAAP Developing Annual Budget and Multi-Year Business Plan with business partners which includes: Physicals-based plans to deliver cost targets "Should cost" assessments to drive the budget process Special studies to evaluate financial impact of strategic changes Preparing financial analysis and collaborating with cross-functional team to drive cost savings Monitoring changing business conditions to assess potential impacts on cost and revenue goals Supervising and mentoring a team of financial professionals Maintaining effective internal controls and financial procedure Facilitating the use of advanced financial tools to enable improved delivery of responsibilities Candidates must possess full flexibility and a readiness to consistently work across all established standard, operating, and rotational shift schedules, encompassing day, night, weekend, and holiday shifts. Bachelor's or Masters degree in Accounting, Finance, or Business Administration; Professional certifications such as CPA, CIA, CFA, or CMA preferred; Manufacturing Experience Preferred Knowledge of accounting principles and financial reporting standards coupled with internal control mindset Proficiency with financial software, ERP systems and MS Office; Preferable advanced Excel skills along with knowledge of other analytical tools helpful (e.g. Alteryx, Power BI etc) Excellent analytical and problem-solving abilities to assess complex business processes with high level of attention to detail and accuracy; ability to work with large data sets Strong understanding of financial analysis and budgeting with financial modeling skills Strong interpersonal skills, ability to work well across multiple functions, and willing team player; ability to collaborate with stakeholders at all levels of the organization; Strong presenter Self-Starter and willing learner who is well organized and able to manage concurrent projects Strong leadership and team management experience; Ability to lead and motivate a team You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to the BlueOval Battery Park Michigan facility, we encourage you to apply! As an established global company, we offer the benefit of choice. You can choose what your future will look like: will your story span the globe, or keep you close to home? Will your career be a deep dive into what you love, or a series of new teams and new skills? Will you be a leader, a changemaker, a technical expert, a culture builder or all of the above? No matter what you choose, we offer a work life that works for you, including: • Immediate medical, dental, and prescription drug coverage • Flexible family care, parental leave, and more • Vehicle discount program for employees and family members • Paid time off for individual and team community service • A generous schedule of paid holidays, and paid time off Visa sponsorship is not available for this position. Candidates for positions must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. We are an Equal Opportunity Employer committed to a culturally diverse workforce. All qualified applicants will receive consideration for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, disability status or protected veteran status. In the United States, if you need a reasonable accommodation for the online application process due to a disability, please call 1-. You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to Ford Motor Company, we encourage you to apply! As an established global company, we offer the benefit of choice. You can choose what your Ford future will look like: will your story span the globe, or keep you close to home? Will your career be a deep dive into what you love, or a series of new teams and new skills? Will you be a leader, a changemaker, a technical expert, a culture builder or all of the above? No matter what you choose, we offer a work life that works for you, including: • Immediate medical, dental, vision and prescription drug coverage • Flexible family care days, paid parental leave, new parent ramp-up programs, subsidized back-up child care and more • Family building benefits including adoption and surrogacy expense reimbursement, fertility treatments, and more • Vehicle discount program for employees and family members and management leases • Tuition assistance • Established and active employee resource groups • Paid time off for individual and team community service • A generous schedule of paid holidays, including the week between Christmas and New Year's Day • Paid time off and the option to purchase additional vacation time. This position is a leadership level 6. For more information on salary and benefits, click here: LiLW
03/01/2026
Full time
This position provides an exciting opportunity to become an integral part of a dynamic Finance Team that uses data-driven influence to drive achievement of Corporate goals and objectives. In this position, you will have the opportunity to demonstrate analytical expertise and leadership potential to senior levels of finance and operating management. Collaborating with cross-functional teams, including accounting, finance, operations (manufacturing, procurement, transportation), engineering, legal, and IT, to ensure alignment of business objectives and to understand and solution key issues Overseeing daily financial operations performed by financial analysts which includes: Developing physicals-based predictive modeling and analysis to forecast business outcomes and to support critical decision making and strategic planning Providing real-time, impactful key performance measures to operations (daily, weekly, monthly) Performing month end, quarter end, and year end close process in accordance with GAAP Developing Annual Budget and Multi-Year Business Plan with business partners which includes: Physicals-based plans to deliver cost targets "Should cost" assessments to drive the budget process Special studies to evaluate financial impact of strategic changes Preparing financial analysis and collaborating with cross-functional team to drive cost savings Monitoring changing business conditions to assess potential impacts on cost and revenue goals Supervising and mentoring a team of financial professionals Maintaining effective internal controls and financial procedure Facilitating the use of advanced financial tools to enable improved delivery of responsibilities Candidates must possess full flexibility and a readiness to consistently work across all established standard, operating, and rotational shift schedules, encompassing day, night, weekend, and holiday shifts. Bachelor's or Masters degree in Accounting, Finance, or Business Administration; Professional certifications such as CPA, CIA, CFA, or CMA preferred; Manufacturing Experience Preferred Knowledge of accounting principles and financial reporting standards coupled with internal control mindset Proficiency with financial software, ERP systems and MS Office; Preferable advanced Excel skills along with knowledge of other analytical tools helpful (e.g. Alteryx, Power BI etc) Excellent analytical and problem-solving abilities to assess complex business processes with high level of attention to detail and accuracy; ability to work with large data sets Strong understanding of financial analysis and budgeting with financial modeling skills Strong interpersonal skills, ability to work well across multiple functions, and willing team player; ability to collaborate with stakeholders at all levels of the organization; Strong presenter Self-Starter and willing learner who is well organized and able to manage concurrent projects Strong leadership and team management experience; Ability to lead and motivate a team You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to the BlueOval Battery Park Michigan facility, we encourage you to apply! As an established global company, we offer the benefit of choice. You can choose what your future will look like: will your story span the globe, or keep you close to home? Will your career be a deep dive into what you love, or a series of new teams and new skills? Will you be a leader, a changemaker, a technical expert, a culture builder or all of the above? No matter what you choose, we offer a work life that works for you, including: • Immediate medical, dental, and prescription drug coverage • Flexible family care, parental leave, and more • Vehicle discount program for employees and family members • Paid time off for individual and team community service • A generous schedule of paid holidays, and paid time off Visa sponsorship is not available for this position. Candidates for positions must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. We are an Equal Opportunity Employer committed to a culturally diverse workforce. All qualified applicants will receive consideration for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, disability status or protected veteran status. In the United States, if you need a reasonable accommodation for the online application process due to a disability, please call 1-. You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to Ford Motor Company, we encourage you to apply! As an established global company, we offer the benefit of choice. You can choose what your Ford future will look like: will your story span the globe, or keep you close to home? Will your career be a deep dive into what you love, or a series of new teams and new skills? Will you be a leader, a changemaker, a technical expert, a culture builder or all of the above? No matter what you choose, we offer a work life that works for you, including: • Immediate medical, dental, vision and prescription drug coverage • Flexible family care days, paid parental leave, new parent ramp-up programs, subsidized back-up child care and more • Family building benefits including adoption and surrogacy expense reimbursement, fertility treatments, and more • Vehicle discount program for employees and family members and management leases • Tuition assistance • Established and active employee resource groups • Paid time off for individual and team community service • A generous schedule of paid holidays, including the week between Christmas and New Year's Day • Paid time off and the option to purchase additional vacation time. This position is a leadership level 6. For more information on salary and benefits, click here: LiLW
Exciting opportunity to join a growing consumer services company offering competitive compensation, bonus and benefits This Jobot Job is hosted by: Travis Poley Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $120,000 - $150,000 per year A bit about us: We are seeking a highly motivated and experienced Senior Financial Analyst - Workday Adaptive to join our dynamic team. The successful candidate will play a crucial role in providing financial insights and analysis to support strategic decision making. This position will involve working closely with a diverse team of finance professionals to deliver high-quality financial models, forecasts, and reports. The ideal candidate will have extensive experience with Workday Adaptive and a strong understanding of financial planning and analysis. This is a permanent position offering a competitive salary and benefits package Why join us? Competitive Compensation - $125,000 - $150,000 Annual Bonus Annual Raise Great Benefits 5+ weeks PTO Job Details Responsibilities: 1. Implement and manage the Workday Adaptive Planning tool to support budgeting, forecasting, and financial reporting processes. 2. Develop and maintain complex financial models to support strategic initiatives and decision-making. 3. Provide in-depth financial analysis, including variance analysis, trend correlation, and cost-benefit analysis. 4. Deliver timely and accurate financial reports to management and stakeholders. 5. Work closely with cross-functional teams to gather and analyze financial data. 6. Assist in the preparation of annual budgets and quarterly forecasts. 7. Continually review and improve financial processes and systems to increase efficiency and accuracy. 8. Provide financial expertise and guidance to other team members and departments. 9. Participate in special projects and perform ad hoc financial analysis as required. Qualifications: 1. Bachelor's degree in Finance, Accounting, or related field. An advanced degree or professional certification (e.g., MBA, CFA, CPA) is a plus. 2. A minimum of 5 years of experience in financial analysis, planning, and forecasting. 3. Proficiency in Workday Adaptive Planning or similar financial planning and analysis software. 4. Strong knowledge of financial modeling, statistical analysis, and financial forecasting. 5. Proficiency in Vlookup and other advanced Excel functions. 6. Excellent analytical and problem-solving skills with a strong attention to detail. 7. Ability to work effectively in a fast-paced, deadline-driven environment. 8. Strong interpersonal and communication skills, with the ability to communicate complex financial concepts to non-financial stakeholders. 9. High level of integrity and dependability with a strong sense of urgency and results-orientation. This position offers an exceptional opportunity to work in a high-growth, fast-paced environment where your contributions will have a direct impact on the company's success. If you have the required skills and experience and are passionate about driving financial performance, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
03/01/2026
Full time
Exciting opportunity to join a growing consumer services company offering competitive compensation, bonus and benefits This Jobot Job is hosted by: Travis Poley Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $120,000 - $150,000 per year A bit about us: We are seeking a highly motivated and experienced Senior Financial Analyst - Workday Adaptive to join our dynamic team. The successful candidate will play a crucial role in providing financial insights and analysis to support strategic decision making. This position will involve working closely with a diverse team of finance professionals to deliver high-quality financial models, forecasts, and reports. The ideal candidate will have extensive experience with Workday Adaptive and a strong understanding of financial planning and analysis. This is a permanent position offering a competitive salary and benefits package Why join us? Competitive Compensation - $125,000 - $150,000 Annual Bonus Annual Raise Great Benefits 5+ weeks PTO Job Details Responsibilities: 1. Implement and manage the Workday Adaptive Planning tool to support budgeting, forecasting, and financial reporting processes. 2. Develop and maintain complex financial models to support strategic initiatives and decision-making. 3. Provide in-depth financial analysis, including variance analysis, trend correlation, and cost-benefit analysis. 4. Deliver timely and accurate financial reports to management and stakeholders. 5. Work closely with cross-functional teams to gather and analyze financial data. 6. Assist in the preparation of annual budgets and quarterly forecasts. 7. Continually review and improve financial processes and systems to increase efficiency and accuracy. 8. Provide financial expertise and guidance to other team members and departments. 9. Participate in special projects and perform ad hoc financial analysis as required. Qualifications: 1. Bachelor's degree in Finance, Accounting, or related field. An advanced degree or professional certification (e.g., MBA, CFA, CPA) is a plus. 2. A minimum of 5 years of experience in financial analysis, planning, and forecasting. 3. Proficiency in Workday Adaptive Planning or similar financial planning and analysis software. 4. Strong knowledge of financial modeling, statistical analysis, and financial forecasting. 5. Proficiency in Vlookup and other advanced Excel functions. 6. Excellent analytical and problem-solving skills with a strong attention to detail. 7. Ability to work effectively in a fast-paced, deadline-driven environment. 8. Strong interpersonal and communication skills, with the ability to communicate complex financial concepts to non-financial stakeholders. 9. High level of integrity and dependability with a strong sense of urgency and results-orientation. This position offers an exceptional opportunity to work in a high-growth, fast-paced environment where your contributions will have a direct impact on the company's success. If you have the required skills and experience and are passionate about driving financial performance, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Exciting opportunity to join a growing consumer services company offering competitive compensation, bonus and benefits This Jobot Job is hosted by: Travis Poley Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $120,000 - $150,000 per year A bit about us: We are seeking a highly motivated and experienced Senior Financial Analyst - Workday Adaptive to join our dynamic team. The successful candidate will play a crucial role in providing financial insights and analysis to support strategic decision making. This position will involve working closely with a diverse team of finance professionals to deliver high-quality financial models, forecasts, and reports. The ideal candidate will have extensive experience with Workday Adaptive and a strong understanding of financial planning and analysis. This is a permanent position offering a competitive salary and benefits package Why join us? Competitive Compensation - $125,000 - $150,000 Annual Bonus Annual Raise Great Benefits 5+ weeks PTO Job Details Responsibilities: 1. Implement and manage the Workday Adaptive Planning tool to support budgeting, forecasting, and financial reporting processes. 2. Develop and maintain complex financial models to support strategic initiatives and decision-making. 3. Provide in-depth financial analysis, including variance analysis, trend correlation, and cost-benefit analysis. 4. Deliver timely and accurate financial reports to management and stakeholders. 5. Work closely with cross-functional teams to gather and analyze financial data. 6. Assist in the preparation of annual budgets and quarterly forecasts. 7. Continually review and improve financial processes and systems to increase efficiency and accuracy. 8. Provide financial expertise and guidance to other team members and departments. 9. Participate in special projects and perform ad hoc financial analysis as required. Qualifications: 1. Bachelor's degree in Finance, Accounting, or related field. An advanced degree or professional certification (e.g., MBA, CFA, CPA) is a plus. 2. A minimum of 5 years of experience in financial analysis, planning, and forecasting. 3. Proficiency in Workday Adaptive Planning or similar financial planning and analysis software. 4. Strong knowledge of financial modeling, statistical analysis, and financial forecasting. 5. Proficiency in Vlookup and other advanced Excel functions. 6. Excellent analytical and problem-solving skills with a strong attention to detail. 7. Ability to work effectively in a fast-paced, deadline-driven environment. 8. Strong interpersonal and communication skills, with the ability to communicate complex financial concepts to non-financial stakeholders. 9. High level of integrity and dependability with a strong sense of urgency and results-orientation. This position offers an exceptional opportunity to work in a high-growth, fast-paced environment where your contributions will have a direct impact on the company's success. If you have the required skills and experience and are passionate about driving financial performance, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
02/28/2026
Full time
Exciting opportunity to join a growing consumer services company offering competitive compensation, bonus and benefits This Jobot Job is hosted by: Travis Poley Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $120,000 - $150,000 per year A bit about us: We are seeking a highly motivated and experienced Senior Financial Analyst - Workday Adaptive to join our dynamic team. The successful candidate will play a crucial role in providing financial insights and analysis to support strategic decision making. This position will involve working closely with a diverse team of finance professionals to deliver high-quality financial models, forecasts, and reports. The ideal candidate will have extensive experience with Workday Adaptive and a strong understanding of financial planning and analysis. This is a permanent position offering a competitive salary and benefits package Why join us? Competitive Compensation - $125,000 - $150,000 Annual Bonus Annual Raise Great Benefits 5+ weeks PTO Job Details Responsibilities: 1. Implement and manage the Workday Adaptive Planning tool to support budgeting, forecasting, and financial reporting processes. 2. Develop and maintain complex financial models to support strategic initiatives and decision-making. 3. Provide in-depth financial analysis, including variance analysis, trend correlation, and cost-benefit analysis. 4. Deliver timely and accurate financial reports to management and stakeholders. 5. Work closely with cross-functional teams to gather and analyze financial data. 6. Assist in the preparation of annual budgets and quarterly forecasts. 7. Continually review and improve financial processes and systems to increase efficiency and accuracy. 8. Provide financial expertise and guidance to other team members and departments. 9. Participate in special projects and perform ad hoc financial analysis as required. Qualifications: 1. Bachelor's degree in Finance, Accounting, or related field. An advanced degree or professional certification (e.g., MBA, CFA, CPA) is a plus. 2. A minimum of 5 years of experience in financial analysis, planning, and forecasting. 3. Proficiency in Workday Adaptive Planning or similar financial planning and analysis software. 4. Strong knowledge of financial modeling, statistical analysis, and financial forecasting. 5. Proficiency in Vlookup and other advanced Excel functions. 6. Excellent analytical and problem-solving skills with a strong attention to detail. 7. Ability to work effectively in a fast-paced, deadline-driven environment. 8. Strong interpersonal and communication skills, with the ability to communicate complex financial concepts to non-financial stakeholders. 9. High level of integrity and dependability with a strong sense of urgency and results-orientation. This position offers an exceptional opportunity to work in a high-growth, fast-paced environment where your contributions will have a direct impact on the company's success. If you have the required skills and experience and are passionate about driving financial performance, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Exciting opportunity to join a growing consumer services company offering competitive compensation, bonus and benefits This Jobot Job is hosted by: Travis Poley Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $120,000 - $150,000 per year A bit about us: We are seeking a highly motivated and experienced Senior Financial Analyst - Workday Adaptive to join our dynamic team. The successful candidate will play a crucial role in providing financial insights and analysis to support strategic decision making. This position will involve working closely with a diverse team of finance professionals to deliver high-quality financial models, forecasts, and reports. The ideal candidate will have extensive experience with Workday Adaptive and a strong understanding of financial planning and analysis. This is a permanent position offering a competitive salary and benefits package Why join us? Competitive Compensation - $125,000 - $150,000 Annual Bonus Annual Raise Great Benefits 5+ weeks PTO Job Details Responsibilities: 1. Implement and manage the Workday Adaptive Planning tool to support budgeting, forecasting, and financial reporting processes. 2. Develop and maintain complex financial models to support strategic initiatives and decision-making. 3. Provide in-depth financial analysis, including variance analysis, trend correlation, and cost-benefit analysis. 4. Deliver timely and accurate financial reports to management and stakeholders. 5. Work closely with cross-functional teams to gather and analyze financial data. 6. Assist in the preparation of annual budgets and quarterly forecasts. 7. Continually review and improve financial processes and systems to increase efficiency and accuracy. 8. Provide financial expertise and guidance to other team members and departments. 9. Participate in special projects and perform ad hoc financial analysis as required. Qualifications: 1. Bachelor's degree in Finance, Accounting, or related field. An advanced degree or professional certification (e.g., MBA, CFA, CPA) is a plus. 2. A minimum of 5 years of experience in financial analysis, planning, and forecasting. 3. Proficiency in Workday Adaptive Planning or similar financial planning and analysis software. 4. Strong knowledge of financial modeling, statistical analysis, and financial forecasting. 5. Proficiency in Vlookup and other advanced Excel functions. 6. Excellent analytical and problem-solving skills with a strong attention to detail. 7. Ability to work effectively in a fast-paced, deadline-driven environment. 8. Strong interpersonal and communication skills, with the ability to communicate complex financial concepts to non-financial stakeholders. 9. High level of integrity and dependability with a strong sense of urgency and results-orientation. This position offers an exceptional opportunity to work in a high-growth, fast-paced environment where your contributions will have a direct impact on the company's success. If you have the required skills and experience and are passionate about driving financial performance, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
02/28/2026
Full time
Exciting opportunity to join a growing consumer services company offering competitive compensation, bonus and benefits This Jobot Job is hosted by: Travis Poley Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $120,000 - $150,000 per year A bit about us: We are seeking a highly motivated and experienced Senior Financial Analyst - Workday Adaptive to join our dynamic team. The successful candidate will play a crucial role in providing financial insights and analysis to support strategic decision making. This position will involve working closely with a diverse team of finance professionals to deliver high-quality financial models, forecasts, and reports. The ideal candidate will have extensive experience with Workday Adaptive and a strong understanding of financial planning and analysis. This is a permanent position offering a competitive salary and benefits package Why join us? Competitive Compensation - $125,000 - $150,000 Annual Bonus Annual Raise Great Benefits 5+ weeks PTO Job Details Responsibilities: 1. Implement and manage the Workday Adaptive Planning tool to support budgeting, forecasting, and financial reporting processes. 2. Develop and maintain complex financial models to support strategic initiatives and decision-making. 3. Provide in-depth financial analysis, including variance analysis, trend correlation, and cost-benefit analysis. 4. Deliver timely and accurate financial reports to management and stakeholders. 5. Work closely with cross-functional teams to gather and analyze financial data. 6. Assist in the preparation of annual budgets and quarterly forecasts. 7. Continually review and improve financial processes and systems to increase efficiency and accuracy. 8. Provide financial expertise and guidance to other team members and departments. 9. Participate in special projects and perform ad hoc financial analysis as required. Qualifications: 1. Bachelor's degree in Finance, Accounting, or related field. An advanced degree or professional certification (e.g., MBA, CFA, CPA) is a plus. 2. A minimum of 5 years of experience in financial analysis, planning, and forecasting. 3. Proficiency in Workday Adaptive Planning or similar financial planning and analysis software. 4. Strong knowledge of financial modeling, statistical analysis, and financial forecasting. 5. Proficiency in Vlookup and other advanced Excel functions. 6. Excellent analytical and problem-solving skills with a strong attention to detail. 7. Ability to work effectively in a fast-paced, deadline-driven environment. 8. Strong interpersonal and communication skills, with the ability to communicate complex financial concepts to non-financial stakeholders. 9. High level of integrity and dependability with a strong sense of urgency and results-orientation. This position offers an exceptional opportunity to work in a high-growth, fast-paced environment where your contributions will have a direct impact on the company's success. If you have the required skills and experience and are passionate about driving financial performance, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
We are a growing organization seeking an FP & A Manager to join our team This Jobot Job is hosted by: Melissa Todd Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $120,000 - $170,000 per year A bit about us: We are a nationally recognized leader in the financial services and real estate industry, known for our long-standing reputation of stability, integrity, and innovation. With a history spanning more than a century, our organization provides industry-leading products and services that help individuals, businesses, and communities thrive. Our culture is built on collaboration, accountability, and continuous improvement - where every team member plays an essential role in driving our mission forward. We value forward-thinking professionals who are eager to make an impact, influence strategy, and grow their careers within a supportive, high-performance environment. If you're looking for a place where your expertise in financial planning and analysis can directly contribute to strategic decision-making and organizational success, this is the opportunity to join a respected market leader that truly invests in its people. Why join us? Upward mobility Positive company culture Competitive benefits Job Details Job Details: We are looking for a dynamic and experienced FP & A Manager to join our team in the Mortgage industry. This is a permanent position that requires a strong understanding of financial systems, advanced Excel skills, and a keen eye for financial analysis. As an FP & A Manager, you will be responsible for managing the annual budget, forecasting, variance analysis, and implementing ERP systems. You will also create dashboards and income statements and work with the LOSS system. If you have a strong financial background, are detail-oriented, and have excellent problem-solving skills, this is the perfect opportunity for you. Responsibilities: Oversee and manage the company's financial planning and analysis operations, ensuring compliance with industry standards and regulations. Develop and maintain annual budgets, reviewing them periodically to identify and explain variances. Perform comprehensive financial analysis, preparing detailed reports and dashboards for senior management. Implement and manage ERP systems, optimizing financial operations and processes. Prepare income statements, balance sheets, and other financial documents, providing insights on the company's financial status and performance. Work with the LOSS system, ensuring accurate and timely loss recognition and reporting. Collaborate with other departments, providing financial guidance and support to drive business growth and profitability. Stay updated with the latest industry trends, regulations, and best practices, integrating them into the company's financial operations. Lead and mentor a team of financial analysts, fostering a positive and collaborative work environment. Qualifications: Bachelor's degree in Finance, Accounting, or a related field. A Master's degree or CPA certification will be a plus. Minimum of 5 years of experience in financial planning and analysis, preferably in the Mortgage industry. Proficiency in advanced Excel and financial systems is a must. Experience with ERP implementation and LOSS system. Strong understanding of financial analysis, income statements, annual budgets, and variance. Excellent problem-solving skills, with the ability to handle complex financial data and situations. Strong leadership skills, with experience in managing and mentoring a team. Excellent communication and interpersonal skills, with the ability to collaborate with different teams and stakeholders. Detail-oriented, with strong organizational and time management skills. Ability to work under pressure, managing multiple tasks and meeting tight deadlines. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
02/27/2026
Full time
We are a growing organization seeking an FP & A Manager to join our team This Jobot Job is hosted by: Melissa Todd Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $120,000 - $170,000 per year A bit about us: We are a nationally recognized leader in the financial services and real estate industry, known for our long-standing reputation of stability, integrity, and innovation. With a history spanning more than a century, our organization provides industry-leading products and services that help individuals, businesses, and communities thrive. Our culture is built on collaboration, accountability, and continuous improvement - where every team member plays an essential role in driving our mission forward. We value forward-thinking professionals who are eager to make an impact, influence strategy, and grow their careers within a supportive, high-performance environment. If you're looking for a place where your expertise in financial planning and analysis can directly contribute to strategic decision-making and organizational success, this is the opportunity to join a respected market leader that truly invests in its people. Why join us? Upward mobility Positive company culture Competitive benefits Job Details Job Details: We are looking for a dynamic and experienced FP & A Manager to join our team in the Mortgage industry. This is a permanent position that requires a strong understanding of financial systems, advanced Excel skills, and a keen eye for financial analysis. As an FP & A Manager, you will be responsible for managing the annual budget, forecasting, variance analysis, and implementing ERP systems. You will also create dashboards and income statements and work with the LOSS system. If you have a strong financial background, are detail-oriented, and have excellent problem-solving skills, this is the perfect opportunity for you. Responsibilities: Oversee and manage the company's financial planning and analysis operations, ensuring compliance with industry standards and regulations. Develop and maintain annual budgets, reviewing them periodically to identify and explain variances. Perform comprehensive financial analysis, preparing detailed reports and dashboards for senior management. Implement and manage ERP systems, optimizing financial operations and processes. Prepare income statements, balance sheets, and other financial documents, providing insights on the company's financial status and performance. Work with the LOSS system, ensuring accurate and timely loss recognition and reporting. Collaborate with other departments, providing financial guidance and support to drive business growth and profitability. Stay updated with the latest industry trends, regulations, and best practices, integrating them into the company's financial operations. Lead and mentor a team of financial analysts, fostering a positive and collaborative work environment. Qualifications: Bachelor's degree in Finance, Accounting, or a related field. A Master's degree or CPA certification will be a plus. Minimum of 5 years of experience in financial planning and analysis, preferably in the Mortgage industry. Proficiency in advanced Excel and financial systems is a must. Experience with ERP implementation and LOSS system. Strong understanding of financial analysis, income statements, annual budgets, and variance. Excellent problem-solving skills, with the ability to handle complex financial data and situations. Strong leadership skills, with experience in managing and mentoring a team. Excellent communication and interpersonal skills, with the ability to collaborate with different teams and stakeholders. Detail-oriented, with strong organizational and time management skills. Ability to work under pressure, managing multiple tasks and meeting tight deadlines. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
If you're a Construction Project Manager and want to work with a stable, full-service commercial construction company specializing in Commercial, Retail, Institutional, and Industrial spaces, with over 65 years in business then apply now! This Jobot Job is hosted by: Jennifer Thomas Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $140,000 per year A bit about us: We are a full-service commercial construction company specializing in retail, commercial, institutional, and industrial spaces, with over 65 years of experience. Our business emphasizes customer satisfaction through professional service and integrity, operating from multiple offices in California and Nevada. Our services include pre-construction, design-build, general contracting, and construction management. We build lasting relationships by delivering high-quality projects for diverse sectors such as hospitality, medical centers, and shopping centers and more. Why join us? Excellent Company Culture Well-Respected in the Construction Industry Competitive Compensation Package Excellent Benefits Pension Plan! Stable Growing Company with room to grow! Training for junior level candidates Job Details We are seeking an experienced and motivated Construction Superintendent to join our dynamic team and help manage our many projects. The position calls for the supervision of our staff and to make sure that our projects are delivered on time. The construction superintendent will also allocate and monitor project budgets. Responsibilities/Duties: Manage a team of workers, including their work schedules and resource allocation Monitor project progress and ensure that work is done on schedule Create cost estimates for labor, supplies, materials and other project costs Collaborate with clients, project managers and others to determine timeline and budget Coordinate delivery of materials and equipment with vendors and suppliers Schedule construction crew and subcontractors Hire additional subcontractors and assign work as needed Maintain a construction daily log for the job site's operations Report to management as necessary Change operations when needed to meet deadlines Implement cost-effective management techniques Meet with clients, vendors, subcontractors, inspectors and staff on site Requirements/Qualifications: Bachelor's degree in a relevant construction-related discipline, such as construction management, engineering or architecture OR direct professional Superintendent experience Excellent communication abilities, both oral and written, plus active listener Knowledge of construction budgeting best practices Strong planning skills, including design execution, resource allocation and contingencies Understanding of construction equipment, including safe operating practices and maintenance Comprehends local, state and federal construction regulations Great problem-solving and decision-making skills Effective leadership abilities, able to motivate team, set goals and resolve conflicts Organizational skills, including time management, delegation, prioritization and multitasking Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
02/27/2026
Full time
If you're a Construction Project Manager and want to work with a stable, full-service commercial construction company specializing in Commercial, Retail, Institutional, and Industrial spaces, with over 65 years in business then apply now! This Jobot Job is hosted by: Jennifer Thomas Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $140,000 per year A bit about us: We are a full-service commercial construction company specializing in retail, commercial, institutional, and industrial spaces, with over 65 years of experience. Our business emphasizes customer satisfaction through professional service and integrity, operating from multiple offices in California and Nevada. Our services include pre-construction, design-build, general contracting, and construction management. We build lasting relationships by delivering high-quality projects for diverse sectors such as hospitality, medical centers, and shopping centers and more. Why join us? Excellent Company Culture Well-Respected in the Construction Industry Competitive Compensation Package Excellent Benefits Pension Plan! Stable Growing Company with room to grow! Training for junior level candidates Job Details We are seeking an experienced and motivated Construction Superintendent to join our dynamic team and help manage our many projects. The position calls for the supervision of our staff and to make sure that our projects are delivered on time. The construction superintendent will also allocate and monitor project budgets. Responsibilities/Duties: Manage a team of workers, including their work schedules and resource allocation Monitor project progress and ensure that work is done on schedule Create cost estimates for labor, supplies, materials and other project costs Collaborate with clients, project managers and others to determine timeline and budget Coordinate delivery of materials and equipment with vendors and suppliers Schedule construction crew and subcontractors Hire additional subcontractors and assign work as needed Maintain a construction daily log for the job site's operations Report to management as necessary Change operations when needed to meet deadlines Implement cost-effective management techniques Meet with clients, vendors, subcontractors, inspectors and staff on site Requirements/Qualifications: Bachelor's degree in a relevant construction-related discipline, such as construction management, engineering or architecture OR direct professional Superintendent experience Excellent communication abilities, both oral and written, plus active listener Knowledge of construction budgeting best practices Strong planning skills, including design execution, resource allocation and contingencies Understanding of construction equipment, including safe operating practices and maintenance Comprehends local, state and federal construction regulations Great problem-solving and decision-making skills Effective leadership abilities, able to motivate team, set goals and resolve conflicts Organizational skills, including time management, delegation, prioritization and multitasking Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Exciting opportunity to join a growing SaaS company offering growth, competitive salary, benefits, and more! This Jobot Job is hosted by: Travis Poley Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $80,000 - $95,000 per year A bit about us: We are seeking a dynamic and experienced Permanent Financial Analyst with a strong background in the SaaS (Software as a Service) and Mortgage industry. This unique opportunity will allow you to leverage your analytical acumen to drive financial planning, analysis, and decision-making processes within our thriving company. The ideal candidate will be a strategic thinker who can translate complex financial data into clear, actionable insights. This role requires a deep understanding of financial modeling and forecasting, as well as the ability to work collaboratively with cross-functional Why join us? Competitive Compensation Bonus Benefits 401K PTO Growth So much Job Details Responsibilities: 1. Develop and maintain sophisticated financial models to support strategic initiatives, budgeting, and forecasting. 2. Analyze and interpret complex financial and operational data to provide accurate and timely financial recommendations to management for decision making purposes. 3. Lead the SaaS metrics and analytics reporting, including MRR, ARR, churn, LTV, CAC, and other key business metrics. 4. Collaborate with cross-functional teams to analyze business performance and develop financial strategies. 5. Present financial analysis and reports to senior management, highlighting trends, variances, risks, and opportunities. 6. Support the annual budgeting and strategic planning process by preparing financial forecasts and conducting variance analysis. 7. Develop and implement process improvements to enhance the efficiency and accuracy of financial reporting and analysis. 8. Provide guidance on financial trends and expected future outcomes in the mortgage industry. Qualifications: 1. Bachelor's degree in Finance, Accounting, or related field. MBA or relevant advanced degree is preferred. 2. Minimum of 5 years of experience in a financial analysis role within the SaaS or Mortgage industry. 3. Advanced proficiency in Excel, including pivot tables, v-lookups, and complex formulas. 4. Strong understanding of SaaS metrics and experience with financial modeling and forecasting. 5. Excellent analytical and problem-solving skills, with the ability to transform complex data into actionable insights. 6. Strong communication skills, with the ability to present financial data to non-financial audiences. 7. Ability to work collaboratively with cross-functional teams and manage multiple priorities in a fast-paced environment. 8. High level of attention to detail and accuracy, with a strong commitment to continuous improvement. 9. Knowledge of financial regulations and legislation in the mortgage industry would be an added advantage. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
02/27/2026
Full time
Exciting opportunity to join a growing SaaS company offering growth, competitive salary, benefits, and more! This Jobot Job is hosted by: Travis Poley Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $80,000 - $95,000 per year A bit about us: We are seeking a dynamic and experienced Permanent Financial Analyst with a strong background in the SaaS (Software as a Service) and Mortgage industry. This unique opportunity will allow you to leverage your analytical acumen to drive financial planning, analysis, and decision-making processes within our thriving company. The ideal candidate will be a strategic thinker who can translate complex financial data into clear, actionable insights. This role requires a deep understanding of financial modeling and forecasting, as well as the ability to work collaboratively with cross-functional Why join us? Competitive Compensation Bonus Benefits 401K PTO Growth So much Job Details Responsibilities: 1. Develop and maintain sophisticated financial models to support strategic initiatives, budgeting, and forecasting. 2. Analyze and interpret complex financial and operational data to provide accurate and timely financial recommendations to management for decision making purposes. 3. Lead the SaaS metrics and analytics reporting, including MRR, ARR, churn, LTV, CAC, and other key business metrics. 4. Collaborate with cross-functional teams to analyze business performance and develop financial strategies. 5. Present financial analysis and reports to senior management, highlighting trends, variances, risks, and opportunities. 6. Support the annual budgeting and strategic planning process by preparing financial forecasts and conducting variance analysis. 7. Develop and implement process improvements to enhance the efficiency and accuracy of financial reporting and analysis. 8. Provide guidance on financial trends and expected future outcomes in the mortgage industry. Qualifications: 1. Bachelor's degree in Finance, Accounting, or related field. MBA or relevant advanced degree is preferred. 2. Minimum of 5 years of experience in a financial analysis role within the SaaS or Mortgage industry. 3. Advanced proficiency in Excel, including pivot tables, v-lookups, and complex formulas. 4. Strong understanding of SaaS metrics and experience with financial modeling and forecasting. 5. Excellent analytical and problem-solving skills, with the ability to transform complex data into actionable insights. 6. Strong communication skills, with the ability to present financial data to non-financial audiences. 7. Ability to work collaboratively with cross-functional teams and manage multiple priorities in a fast-paced environment. 8. High level of attention to detail and accuracy, with a strong commitment to continuous improvement. 9. Knowledge of financial regulations and legislation in the mortgage industry would be an added advantage. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Fast career growth, hybrid schedule, M&A and investments This Jobot Job is hosted by: Sheldon Collins Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $80,000 - $85,000 per year A bit about us: Our client is a large growing real estate and transportation company. Why join us? Hybrid schedule Excellent benefits 401K match Career growth and fast promotion track Job Details Our client is seeking a skilled Strategic Research Analyst to support business growth and strategic investment initiatives. This role involves conducting in-depth market and industry research, financial analysis, and opportunity assessment to guide business development, partnerships, and M&A activities. The ideal candidate is analytical, resourceful, and adept at turning complex data into clear insights that drive high-impact decisions. Key Responsibilities Conduct comprehensive research on industries, companies, markets, and potential investment targets to identify growth opportunities. Build detailed financial and operational models to support underwriting, valuation, and due diligence efforts. Analyze financial statements, competitive landscapes, and emerging trends to inform strategic initiatives. Develop and present executive-level reports and recommendations that support business expansion, acquisitions, and strategic partnerships. Use qualitative and quantitative research techniques-including scenario planning, forecasting, and competitive intelligence-to solve complex business challenges. Create and maintain decision-support tools such as market assessments, utilization models, and industry profiles. Apply structured problem-solving and hypothesis-driven analysis to evaluate strategic questions and investment opportunities. Qualifications Bachelor's degree in Finance, Business, Economics, or a related field. 2-4 years' experience in equity research, investment banking, corporate development, or investment management. Strong analytical and financial modeling skills with a solid grasp of valuation, forecasting, and discounted cash flow concepts. Proven ability to extract insights from diverse data sources and communicate findings effectively through Excel and PowerPoint. Excellent critical thinking and problem-solving abilities; comfortable managing complex projects independently. Exceptional attention to detail, organizational skills, and time management. Strong verbal and written communication skills with the ability to convey insights to senior leadership. Proficient in Microsoft Office Suite; advanced Excel skills required. Demonstrated integrity, initiative, and adaptability in a fast-paced environment. Preferred Experience Exposure to industries such as transportation, logistics, real estate, manufacturing, or energy. MBA or advanced degree in a related field. Familiarity with GIS tools or mapping software. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
02/26/2026
Full time
Fast career growth, hybrid schedule, M&A and investments This Jobot Job is hosted by: Sheldon Collins Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $80,000 - $85,000 per year A bit about us: Our client is a large growing real estate and transportation company. Why join us? Hybrid schedule Excellent benefits 401K match Career growth and fast promotion track Job Details Our client is seeking a skilled Strategic Research Analyst to support business growth and strategic investment initiatives. This role involves conducting in-depth market and industry research, financial analysis, and opportunity assessment to guide business development, partnerships, and M&A activities. The ideal candidate is analytical, resourceful, and adept at turning complex data into clear insights that drive high-impact decisions. Key Responsibilities Conduct comprehensive research on industries, companies, markets, and potential investment targets to identify growth opportunities. Build detailed financial and operational models to support underwriting, valuation, and due diligence efforts. Analyze financial statements, competitive landscapes, and emerging trends to inform strategic initiatives. Develop and present executive-level reports and recommendations that support business expansion, acquisitions, and strategic partnerships. Use qualitative and quantitative research techniques-including scenario planning, forecasting, and competitive intelligence-to solve complex business challenges. Create and maintain decision-support tools such as market assessments, utilization models, and industry profiles. Apply structured problem-solving and hypothesis-driven analysis to evaluate strategic questions and investment opportunities. Qualifications Bachelor's degree in Finance, Business, Economics, or a related field. 2-4 years' experience in equity research, investment banking, corporate development, or investment management. Strong analytical and financial modeling skills with a solid grasp of valuation, forecasting, and discounted cash flow concepts. Proven ability to extract insights from diverse data sources and communicate findings effectively through Excel and PowerPoint. Excellent critical thinking and problem-solving abilities; comfortable managing complex projects independently. Exceptional attention to detail, organizational skills, and time management. Strong verbal and written communication skills with the ability to convey insights to senior leadership. Proficient in Microsoft Office Suite; advanced Excel skills required. Demonstrated integrity, initiative, and adaptability in a fast-paced environment. Preferred Experience Exposure to industries such as transportation, logistics, real estate, manufacturing, or energy. MBA or advanced degree in a related field. Familiarity with GIS tools or mapping software. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
This position provides an exciting opportunity to become an integral part of a dynamic Finance Team that uses data-driven influence to drive achievement of Corporate goals and objectives. In this position, you will have the opportunity to demonstrate analytical expertise and leadership potential to senior levels of finance and operating management. Collaborating with cross-functional teams, including accounting, finance, operations (manufacturing, procurement, transportation), engineering, legal, and IT, to ensure alignment of business objectives and to understand and solution key issues Overseeing daily financial operations performed by financial analysts which includes: Developing physicals-based predictive modeling and analysis to forecast business outcomes and to support critical decision making and strategic planning Providing real-time, impactful key performance measures to operations (daily, weekly, monthly) Performing month end, quarter end, and year end close process in accordance with GAAP Developing Annual Budget and Multi-Year Business Plan with business partners which includes: Physicals-based plans to deliver cost targets "Should cost" assessments to drive the budget process Special studies to evaluate financial impact of strategic changes Preparing financial analysis and collaborating with cross-functional team to drive cost savings Monitoring changing business conditions to assess potential impacts on cost and revenue goals Supervising and mentoring a team of financial professionals Maintaining effective internal controls and financial procedure Facilitating the use of advanced financial tools to enable improved delivery of responsibilities Candidates must possess full flexibility and a readiness to consistently work across all established standard, operating, and rotational shift schedules, encompassing day, night, weekend, and holiday shifts. Bachelor's or Masters degree in Accounting, Finance, or Business Administration; Prof essional certifications such as CPA, CIA, CFA, or CMA preferred; Manufacturing Experience Preferred Knowledge of accounting principles and financial reporting standards coupled with internal control mindset Proficiency with financial software, ERP systems and MS Office; Preferable advanced Excel skills along with knowledge of other analytical tools helpful (e.g. Alteryx, Power BI etc) Excellent analytical and problem-solving abilities to assess complex business processes with high level of attention to detail and accuracy; ability to work with large data sets Strong understanding of financial analysis and budgeting with financial modeling skills Strong interpersonal skills, ability to work well across multiple functions, and willing team player; ability to collaborate with stakeholders at all levels of the organization; Strong presenter Self-Starter and willing learner who is well organized and able to manage concurrent projects Strong leadership and team management experience; Ability to lead and motivate a team You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to the BlueOval Battery Park Michigan facility, we encourage you to apply! As an established global company, we offer the benefit of choice. You can choose what your future will look like: will your story span the globe, or keep you close to home? Will your career be a deep dive into what you love, or a series of new teams and new skills? Will you be a leader, a changemaker, a technical expert, a culture builder or all of the above? No matter what you choose, we offer a work life that works for you, including: • Immediate medical, dental, and prescription drug coverage • Flexible family care, parental leave, and more • Vehicle discount program for employees and family members • Paid time off for individual and team community service • A generous schedule of paid holidays, and paid time off Visa sponsorship is not available for this position. Candidates for positions must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. We are an Equal Opportunity Employer committed to a culturally diverse workforce. All qualified applicants will receive consideration for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, disability status or protected veteran status. In the United States, if you need a reasonable accommodation for the online application process due to a disability, please call 1-. You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to Ford Motor Company, we encourage you to apply! As an established global company, we offer the benefit of choice. You can choose what your Ford future will look like: will your story span the globe, or keep you close to home? Will your career be a deep dive into what you love, or a series of new teams and new skills? Will you be a leader, a changemaker, a technical expert, a culture builder or all of the above? No matter what you choose, we offer a work life that works for you, including: • Immediate medical, dental, vision and prescription drug coverage • Flexible family care days, paid parental leave, new parent ramp-up programs, subsidized back-up child care and more • Family building benefits including adoption and surrogacy expense reimbursement, fertility treatments, and more • Vehicle discount program for employees and family members and management leases • Tuition assistance • Established and active employee resource groups • Paid time off for individual and team community service • A generous schedule of paid holidays, including the week between Christmas and New Year's Day • Paid time off and the option to purchase additional vacation time. This position is a leadership level 6. For more information on salary and benefits, click here: LiLW
02/21/2026
Full time
This position provides an exciting opportunity to become an integral part of a dynamic Finance Team that uses data-driven influence to drive achievement of Corporate goals and objectives. In this position, you will have the opportunity to demonstrate analytical expertise and leadership potential to senior levels of finance and operating management. Collaborating with cross-functional teams, including accounting, finance, operations (manufacturing, procurement, transportation), engineering, legal, and IT, to ensure alignment of business objectives and to understand and solution key issues Overseeing daily financial operations performed by financial analysts which includes: Developing physicals-based predictive modeling and analysis to forecast business outcomes and to support critical decision making and strategic planning Providing real-time, impactful key performance measures to operations (daily, weekly, monthly) Performing month end, quarter end, and year end close process in accordance with GAAP Developing Annual Budget and Multi-Year Business Plan with business partners which includes: Physicals-based plans to deliver cost targets "Should cost" assessments to drive the budget process Special studies to evaluate financial impact of strategic changes Preparing financial analysis and collaborating with cross-functional team to drive cost savings Monitoring changing business conditions to assess potential impacts on cost and revenue goals Supervising and mentoring a team of financial professionals Maintaining effective internal controls and financial procedure Facilitating the use of advanced financial tools to enable improved delivery of responsibilities Candidates must possess full flexibility and a readiness to consistently work across all established standard, operating, and rotational shift schedules, encompassing day, night, weekend, and holiday shifts. Bachelor's or Masters degree in Accounting, Finance, or Business Administration; Prof essional certifications such as CPA, CIA, CFA, or CMA preferred; Manufacturing Experience Preferred Knowledge of accounting principles and financial reporting standards coupled with internal control mindset Proficiency with financial software, ERP systems and MS Office; Preferable advanced Excel skills along with knowledge of other analytical tools helpful (e.g. Alteryx, Power BI etc) Excellent analytical and problem-solving abilities to assess complex business processes with high level of attention to detail and accuracy; ability to work with large data sets Strong understanding of financial analysis and budgeting with financial modeling skills Strong interpersonal skills, ability to work well across multiple functions, and willing team player; ability to collaborate with stakeholders at all levels of the organization; Strong presenter Self-Starter and willing learner who is well organized and able to manage concurrent projects Strong leadership and team management experience; Ability to lead and motivate a team You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to the BlueOval Battery Park Michigan facility, we encourage you to apply! As an established global company, we offer the benefit of choice. You can choose what your future will look like: will your story span the globe, or keep you close to home? Will your career be a deep dive into what you love, or a series of new teams and new skills? Will you be a leader, a changemaker, a technical expert, a culture builder or all of the above? No matter what you choose, we offer a work life that works for you, including: • Immediate medical, dental, and prescription drug coverage • Flexible family care, parental leave, and more • Vehicle discount program for employees and family members • Paid time off for individual and team community service • A generous schedule of paid holidays, and paid time off Visa sponsorship is not available for this position. Candidates for positions must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. We are an Equal Opportunity Employer committed to a culturally diverse workforce. All qualified applicants will receive consideration for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, disability status or protected veteran status. In the United States, if you need a reasonable accommodation for the online application process due to a disability, please call 1-. You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to Ford Motor Company, we encourage you to apply! As an established global company, we offer the benefit of choice. You can choose what your Ford future will look like: will your story span the globe, or keep you close to home? Will your career be a deep dive into what you love, or a series of new teams and new skills? Will you be a leader, a changemaker, a technical expert, a culture builder or all of the above? No matter what you choose, we offer a work life that works for you, including: • Immediate medical, dental, vision and prescription drug coverage • Flexible family care days, paid parental leave, new parent ramp-up programs, subsidized back-up child care and more • Family building benefits including adoption and surrogacy expense reimbursement, fertility treatments, and more • Vehicle discount program for employees and family members and management leases • Tuition assistance • Established and active employee resource groups • Paid time off for individual and team community service • A generous schedule of paid holidays, including the week between Christmas and New Year's Day • Paid time off and the option to purchase additional vacation time. This position is a leadership level 6. For more information on salary and benefits, click here: LiLW
About Vantage Since 1983, Vantage Deluxe World Travel develops and delivers memorable travel journeys on seven continents whether on land, riverboats or small ships. Vantage Deluxe World Travel is a $300 million, state-of-the-art direct marketer of travel to the affluent mature market. When you join the Vantage team you become part of a global company, headquartered in Boston, with eight regional offices around the world. Our worldwide teams work together to provide exciting, culturally enriching travel programs to destinations on all seven continents, including on our European river cruise fleet. Since 1983, more than 400,000 travelers have joined us to see the world. Vantage Deluxe World Travel is the leader in adventure travel for thirty-five years. Vantage’s workplace culture is fun, collaborative, and meaningful. Our associates are fueled by the tangible results of delivering memorable and life-changing journeys while working collaboratively across the globe. Our associates don’t just help others travel, but we enable them to experience the Vantage Travel difference with several opportunities to explore the globe on a Vantage journey, too! Alongside free annual international travel opportunities, we recognize the hard work of our global associates with a competitive benefits package, flexibility, and myriad wellness options. Our convenient location next to TD Garden and North Station puts associates in the heart of world-class downtown Boston and just steps from a major transit hub convenient for city dwellers and commuters alike. Some of our benefits include:
Your choice of employer-subsidized medical plans, as well as comprehensive dental and vision plans
3 weeks of vacation time to start, 10 paid holidays, 5 sick days, and 3 personal days
401K with generous employer match
Tuition Assistance Program
Telecommuting and flexible work arrangements depending on position
Free international travel opportunities for associates, plus 25% discount on all trips for the associate and their family and personal airline ticket discounts
90% subsidy on MBTA passes inside of Boston and up to 50% subsidy on commuter rail passes
Wellness program offering weekly fresh fruit delivery, on-site fitness center with Peloton bikes and lockers, weight loss benefits, and discounts on fitness boot camps and personal training Financial Analyst: We envision the right candidate for the role growing in their capacity to take ownership of processes themselves and expand the capabilities that the department can offer. Reporting to the Director of Financial Planning, the Financial Planning Analyst will be integral in the running of operational and financial reporting, creating new analytics to help the company run as efficiently and effectively as possible, as well as help to automate processes currently in place. To be successful in this position, strong quantitative skills and keen attention to details are crucial. This company is run by the numbers and strictly adheres to weekly reporting and holding associates accountable to their numbers. This is not a remote position. Job Responsibilities:
Support the Senior Director of FP&A and CFO with the preparation of budgets and forecasts and provide process documentation and oversight for the worldwide operations
Help manage the weekly rolling-multiyear budgets and forecasting process
Create the PowerPoint decks and underlying financial and operational models for our weekly management meetings and monthly off site meeting
Update and maintain point in time operational reports to track inventory, pace, trip extensions, airfare, cancellations etc.
Maintain the data uploads to ensure our systems have accurate information
Build and maintain reporting for Deferred and Direct Marketing
Data analysis and interpretation of results
Assurance of data integrity, accuracy, and consistency
Help Director of FP&A with the reporting automation plan to start integrating established analytics into a new Business Intelligence system
The FP&A team provides support to the company at large, so tasks can vary depending on business need
Qualifications:
We are looking for an energetic and diligent Financial Planning Analyst to join our growing Financial Planning team
Strong quantitative, analytical, critical thinking and problem solving skills
Ability to analyze and synthesize data in a concise and clear manner
We prefer six (6) to nine (9) years of Corporate Strategy, Financial Planning, Accounting, or Investment Banking experience. A bachelor’s degree in business, finance, accounting, economics, or another quantitative related field from a top university
Ability to work independently and handle multiple and complex tasks at once, while delivering accurate results in quick time frames
Advanced technical and financial acumen: proficiency in Excel is required for the role, prior SQL and Dax/PowerBI knowledge is preferable.
Financial literacy and understanding of financial statements
Excellent communication skills in both oral and written settings
06/23/2020
Full time
About Vantage Since 1983, Vantage Deluxe World Travel develops and delivers memorable travel journeys on seven continents whether on land, riverboats or small ships. Vantage Deluxe World Travel is a $300 million, state-of-the-art direct marketer of travel to the affluent mature market. When you join the Vantage team you become part of a global company, headquartered in Boston, with eight regional offices around the world. Our worldwide teams work together to provide exciting, culturally enriching travel programs to destinations on all seven continents, including on our European river cruise fleet. Since 1983, more than 400,000 travelers have joined us to see the world. Vantage Deluxe World Travel is the leader in adventure travel for thirty-five years. Vantage’s workplace culture is fun, collaborative, and meaningful. Our associates are fueled by the tangible results of delivering memorable and life-changing journeys while working collaboratively across the globe. Our associates don’t just help others travel, but we enable them to experience the Vantage Travel difference with several opportunities to explore the globe on a Vantage journey, too! Alongside free annual international travel opportunities, we recognize the hard work of our global associates with a competitive benefits package, flexibility, and myriad wellness options. Our convenient location next to TD Garden and North Station puts associates in the heart of world-class downtown Boston and just steps from a major transit hub convenient for city dwellers and commuters alike. Some of our benefits include:
Your choice of employer-subsidized medical plans, as well as comprehensive dental and vision plans
3 weeks of vacation time to start, 10 paid holidays, 5 sick days, and 3 personal days
401K with generous employer match
Tuition Assistance Program
Telecommuting and flexible work arrangements depending on position
Free international travel opportunities for associates, plus 25% discount on all trips for the associate and their family and personal airline ticket discounts
90% subsidy on MBTA passes inside of Boston and up to 50% subsidy on commuter rail passes
Wellness program offering weekly fresh fruit delivery, on-site fitness center with Peloton bikes and lockers, weight loss benefits, and discounts on fitness boot camps and personal training Financial Analyst: We envision the right candidate for the role growing in their capacity to take ownership of processes themselves and expand the capabilities that the department can offer. Reporting to the Director of Financial Planning, the Financial Planning Analyst will be integral in the running of operational and financial reporting, creating new analytics to help the company run as efficiently and effectively as possible, as well as help to automate processes currently in place. To be successful in this position, strong quantitative skills and keen attention to details are crucial. This company is run by the numbers and strictly adheres to weekly reporting and holding associates accountable to their numbers. This is not a remote position. Job Responsibilities:
Support the Senior Director of FP&A and CFO with the preparation of budgets and forecasts and provide process documentation and oversight for the worldwide operations
Help manage the weekly rolling-multiyear budgets and forecasting process
Create the PowerPoint decks and underlying financial and operational models for our weekly management meetings and monthly off site meeting
Update and maintain point in time operational reports to track inventory, pace, trip extensions, airfare, cancellations etc.
Maintain the data uploads to ensure our systems have accurate information
Build and maintain reporting for Deferred and Direct Marketing
Data analysis and interpretation of results
Assurance of data integrity, accuracy, and consistency
Help Director of FP&A with the reporting automation plan to start integrating established analytics into a new Business Intelligence system
The FP&A team provides support to the company at large, so tasks can vary depending on business need
Qualifications:
We are looking for an energetic and diligent Financial Planning Analyst to join our growing Financial Planning team
Strong quantitative, analytical, critical thinking and problem solving skills
Ability to analyze and synthesize data in a concise and clear manner
We prefer six (6) to nine (9) years of Corporate Strategy, Financial Planning, Accounting, or Investment Banking experience. A bachelor’s degree in business, finance, accounting, economics, or another quantitative related field from a top university
Ability to work independently and handle multiple and complex tasks at once, while delivering accurate results in quick time frames
Advanced technical and financial acumen: proficiency in Excel is required for the role, prior SQL and Dax/PowerBI knowledge is preferable.
Financial literacy and understanding of financial statements
Excellent communication skills in both oral and written settings