Financial Analyst
5 days ago
Who is three+one?
three+one® is a Fintech company that provides liquidity & treasury analyses to the public sector (cities, counties, school districts, authorities) and higher education institutions (public/private colleges & universities). We are a liquidity data partner that simplifies cash, banking, and investment management decisions so our marketplace can maximize the value of their cash with greater confidence. Our core mission is to exceed expectations - for our clients and our team. Our diverse team aims to develop technological enhancements in optimizing liquidity management, and your role will put three+one at the forefront of this emerging marketplace where government and technology intersect.
Our core services are (1) cashVest®, a platform for liquidity monitoring, (2) rfpPrep®, a complementary digital platform to digitize and streamline the banking & investment management procurement process, and (3) munibank, a banking fee benchmarking tool. We have many other innovative tools in our development pipeline.
Job Description
We are seeking a Data & Financial Analyst who is diligent, intellectually curious, and self-motivated, with a keen willingness to learn and grow within our dynamic team. As an integral member of our data analytics team, this role involves collaborating closely with our client service associates, other data & financial analysts and the relationship management team. Key responsibilities include ingesting and analyzing client cash liquidity and treasury data under tight deadlines, development of monthly and quarterly client analyses, assisting with development of new automation initiatives, ad hoc data analyses and supporting business development efforts.
As a key member of our team, you will create unique analyses of client data, supporting optimization of their cash liquidity strategies, increasing the resources to communities across the Country. The successful candidate will possess a strong attention to detail, thoughtful problem-solving skills, and a demonstrated ability to present analyses through clear verbal and written communication. A commitment to working collaboratively within a team environment is essential to succeed in this role.
Responsibilities
- Ingest and analyze client data ensuring the ability to accurately report in a timely manner.
- Develop monthly and quarterly cashVest reports, analyzing client cash liquidity and treasury data while ensuring data accuracy.
- Identify analysis and reporting improvements that enable a deeper dive into client financial data.
- Collaborate across teams to support and develop new initiatives.
- Use proprietary software to manage and analyze client data.
- Prepare ad hoc analyses that support creative problem solving for clients, helping them maximize their resources while also supporting client retention.
- Partner with Client Service Associates to prepare and ingest data for client reporting.
- Uphold strict confidentiality regarding all financial data.
Knowledge, Skills, and Competencies
- Proficient knowledge of Microsoft Office Applications and the Google Apps Suite (Gmail, Drive, Calendar, etc.).
- Excellent written and verbal communication skills including the ability to communicate effectively to senior policymakers on complex financial issues.
- Intellectually curious with a desire to learn and development.
- Impeccable attention to detail, organizational skills and time management skills.
- Ability to work independently and proactively.
- Ability to take feedback constructively with an improvement-focused attitude.
- Comfort working in a fast-paced and evolving environment.
- Discretion in dealing with sensitive client financial information that must be kept confidential.
- Strong problem-solving skills.
three+one Benefits for this position
- Unlimited PTO (based on activity requirements being met & effectiveness).
- Flexible hours and opportunities for flexible remote work (based on activity requirements being met & limitations around secure access of data).
- Monthly birthday celebrations with lunch provided.
- Monthly team lunch & learns with lunch provided.
- Ability to participate in a 401K plan.
- Optional pre-tax health and dental insurance available.
- The compensation includes a competitive base salary range between $65K to $80K based on experience. Additionally, there is an opportunity to join the equity program without any cost to the employee.
Roll Type/Location
- Full-Time
- The position is primarily onsite at our Pittsford, NY office but we offer the potential for flexible hybrid work location.
Preferred Qualifications and Experience
- Undergraduate degree in Finance, Economics, Mathematics, Information Technology, Public Administration or related fields is a plus.
- Any prior financial/economic analysis, banking, or public service experience is a plus.
- Advanced knowledge of Microsoft Office Applications (especially Excel) and the Google Apps Suite (Gmail, Drive, Calendar, etc.). Familiarity with SQL, R analytics and other programming languages is a plus.
- Strong verbal and written communication, strategic planning, and project management skills.
- Strong ability to work and partner with team members to deliver results in a deadline-driven environment.
- Ability to manage tight deadlines, prioritize workload, and achieve effective results in a dynamic, ever-growing, and evolving environment.
- Comfortable working between multiple computer systems and multiple virtual meeting tools
- Active team player, self-starter, and multitasker who can quickly adjust priorities.
Equal Opportunity Employer
- three+one is an Equal Opportunity Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
-
Financial Analyst
3 weeks ago
Rochester, New York, United States NextCorps Full timeAbout NextCorpsNextCorps is a pioneering organization that accelerates the growth of next-generation optics, photonics, and imaging (OPI) technologies. Our mission is to foster innovation and drive business success in the OPI sector.Job SummaryWe are seeking a highly skilled Financial Analyst to join our team. The successful candidate will be responsible for...
-
Financial Analyst
4 weeks ago
Rochester, New York, United States Regional Transit Service Full timeJob Title: Accounting & Budget SpecialistAbout Regional Transit ServiceRegional Transit Service (RTS) is a transit authority established by New York State, serving over 10 million people annually. We connect our customers to jobs, school, healthcare, shopping, and recreational activities every day.Job Summary:The Budget Analyst I will support the Sr. Budget...
-
Financial Analyst
1 month ago
Rochester, United States AppleOne Full timeJob DescriptionJob DescriptionJob Title: Financial Analyst II Location: Rochester New York Job Type: Full-Time Long Term Temporary About Us: We are a dynamic organization committed to promoting financial health and excellence. We are seeking a detail-oriented and analytical Financial Analyst II to join our team. This role is crucial in ensuring the accuracy...
-
Financial Operations Specialist
3 weeks ago
Rochester, New York, United States Creative Financial Staffing Full timeWhy this Billing Analyst opportunity?Be part of a dynamic team that values collaboration and teamworkEnjoy a comprehensive benefits package including free lunches, generous PTO, tuition reimbursement, and moreOpportunity for career growth in a fast-paced, expanding organizationWork with a diverse team in a vibrant, innovative environmentAs our new Billing...
-
Financial Analyst
4 weeks ago
Rochester, United States NextCorps Full timeAbout Luminate:NextCorps’ Luminate program is the only international startup accelerator and investment fund focused solely on next-generation optics, photonics, and imaging (OPI) technologies. Located in Rochester, NY, considered the optics and imaging capital of the world, Luminate brings visionary entrepreneurs from around the globe together for a...
-
Financial Analyst
1 month ago
Rochester, United States NextCorps Full timeAbout Luminate:NextCorps’ Luminate program is the only international startup accelerator and investment fund focused solely on next-generation optics, photonics, and imaging (OPI) technologies. Located in Rochester, NY, considered the optics and imaging capital of the world, Luminate brings visionary entrepreneurs from around the globe together for a...
-
Financial Analyst
4 weeks ago
Rochester, United States NextCorps Full timeAbout Luminate:NextCorps’ Luminate program is the only international startup accelerator and investment fund focused solely on next-generation optics, photonics, and imaging (OPI) technologies. Located in Rochester, NY, considered the optics and imaging capital of the world, Luminate brings visionary entrepreneurs from around the globe together for a...
-
Financial Analyst
3 weeks ago
Rochester, New York, United States California Closets Franchise Full timeJob OverviewCalifornia Closets Franchise is seeking a highly skilled and detail-oriented Financial Analyst to join our team. As a key member of our accounting department, you will be responsible for ensuring the accuracy and completeness of our financial data, as well as providing analytical support to our business partners.Key Responsibilities:Contribute to...
-
Senior Financial Analyst
3 weeks ago
Rochester, New Hampshire, United States Creative Financial Staffing Full timeSenior Accountant OpportunityCreative Financial Staffing is partnering with a global manufacturing firm based in Rochester, NH to identify a Senior Accountant to join their team. This is a great opportunity to join an organization that values its employees and looks to promote from within. This is a hybrid position requiring 3 days/week in office.About the...
-
Senior Financial Analyst
3 weeks ago
Rochester, New Hampshire, United States Creative Financial Staffing Full timeSenior Accountant OpportunityCreative Financial Staffing is partnering with a global manufacturing firm to identify a Senior Accountant to join their team. This is a great opportunity to join an organization that values its employees and promotes from within.About the CompanyThe company is a Rochester, NH-based global publicly traded manufacturing company...
-
Senior Financial Analyst
3 weeks ago
Rochester, New Hampshire, United States Creative Financial Staffing Full time{"title": "Senior Accountant Opportunity", "company": "Global Manufacturing Firm", "location": "Rochester, NH", "job_description": "Creative Financial Staffing is partnering with a leading global manufacturing company to find a Senior Accountant to join their team. This is a great opportunity to work with a company that values its employees and promotes from...
-
Financial Analyst
5 days ago
rochester, United States three+one® Full timeWho is three+one?three+one® is a Fintech company that provides liquidity & treasury analyses to the public sector (cities, counties, school districts, authorities) and higher education institutions (public/private colleges & universities). We are a liquidity data partner that simplifies cash, banking, and investment management decisions so our marketplace...
-
Financial Analyst
5 days ago
Rochester, United States three+one® Full timeWho is three+one?three+one® is a Fintech company that provides liquidity & treasury analyses to the public sector (cities, counties, school districts, authorities) and higher education institutions (public/private colleges & universities). We are a liquidity data partner that simplifies cash, banking, and investment management decisions so our marketplace...
-
Financial Analyst
5 days ago
Rochester, United States three+one® Full timeWho is three+one?three+one® is a Fintech company that provides liquidity & treasury analyses to the public sector (cities, counties, school districts, authorities) and higher education institutions (public/private colleges & universities). We are a liquidity data partner that simplifies cash, banking, and investment management decisions so our marketplace...
-
Treasury Financial Analyst
4 weeks ago
Rochester, New York, United States Rochester Regional Health Full timeAbout the RoleWe are seeking a highly skilled Treasury Analyst to join our team at Rochester Regional Health. As a key member of our Treasury team, you will play a vital role in managing the financial assets of our healthcare organization.Key ResponsibilitiesManage relationships with banks and financial institutions, including negotiating banking services...
-
Financial Analyst
1 month ago
rochester, United States NextCorps Full timeAbout Luminate:NextCorps’ Luminate program is the only international startup accelerator and investment fund focused solely on next-generation optics, photonics, and imaging (OPI) technologies. Located in Rochester, NY, considered the optics and imaging capital of the world, Luminate brings visionary entrepreneurs from around the globe together for a...
-
Senior Financial Analyst
2 weeks ago
Rochester, New York, United States Wegmans Food Markets Full timeJob OverviewWe are seeking a highly skilled Senior Financial Analyst to join our team at Wegmans Food Markets. As a key member of our finance department, you will play a critical role in preparing financial reports, performing month-end closing processes, and analyzing results to drive business decisions.Key Responsibilities:Compile financial reports that...
-
Business Intelligence Financial Analyst
3 weeks ago
Rochester, New York, United States University of Rochester Full timeJob SummaryWe are seeking a highly skilled Business Intelligence Financial Analyst to join our team at the University of Rochester. As a key member of our finance team, you will be responsible for devising methods for gathering information, analyzing and interpreting financial data, and preparing reports for various stakeholders.Key ResponsibilitiesDevelop...
-
Actuarial Analyst Intern
4 weeks ago
Rochester, Minnesota, United States Securian Financial Group Full timeProgram OverviewAn internship with Securian Financial offers a unique opportunity to develop professional skills and build meaningful connections with colleagues and mentors. Our interns work on real-world projects that drive business value and contribute to the company's success. You'll have the chance to interact with senior leaders, learn from their...
-
Senior Financial Analyst
3 weeks ago
Rochester, New York, United States Goodwill of the Finger Lakes Full timeJob SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Goodwill of the Finger Lakes. The successful candidate will be responsible for maintaining the accounting records of the organization, ensuring timely submission of external and internal financial reports, and meeting all regulatory and internal reporting deadlines.Key...