Financial Analyst

3 weeks ago


Boca Raton, United States Ascendo Resources Full time

Exciting Career Opportunity for a Financial Analyst

Are you ready to elevate your career with an amazing opportunity at an up-and-coming financial services firm? Join our team and experience a work environment on an upward trajectory, packed with fantastic benefits and meaningful assignments that not only enhance your career but also your quality of life. Seize the chance to contribute to a thriving firm recognized for its pioneering leadership

Responsibilities: - Utilize SQL and Power Query to produce and manage production reports, ensuring high levels of accuracy and efficiency. - Refresh and modify data in Excel (Power Query) based on predefined schedules and feedback. - Collaborate with internal teams to enhance data quality, implement corrective measures, and document all report generation processes. - Develop and maintain dashboards using Power BI, writing SQL queries and collaborating on data transformation and loading. - Maintain and improve Power Automate scripts, integrating them with existing systems to streamline operations and enhance productivity.

Qualifications: - Bachelor’s degree in Business, Finance, Accounting, Computer Science, Analytics, or a related field. - 2+ years of experience in finance or lending, with a preference for backgrounds in fund administration, commercial banking, or investment firms. - Proficiency in Excel, SQL, Power Query (M Language), and Power BI. - Experience with Power Automate is highly desirable. - Strong problem-solving skills, decision-making capability, and organizational talents. - Excellent verbal and written communication skills, with a capacity to handle a fast-paced, professional environment.

Benefits: - Competitive salary commensurate with experience. - Bonus incentives. - Comprehensive 401(k) plan. - Medical and dental benefits. - Paid holidays and generous paid time off.

"ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT."

#J-18808-Ljbffr



  • Boca Raton, United States Cushman & Wakefield Full time

    The Capital Markets Senior Financial Analyst (CMFA) Pool Analyst will support transactions generated by Cushman & Wakefields Investment Sales brokerage services across multiple product types. Senior Analysts will primarily perform the more complex Financial Analyst, Capital Markets, Financial, Senior, Senior Analyst, Analyst, Technology, Property Management


  • Boca Raton, United States Flamingo Mining LLC Full time

    Job DescriptionJob DescriptionWe are currently seeking a Junior Financial Analyst to join our team! You will conduct quantitative analyses of various investment and financial programs with a focus on the mining industry. Responsibilities:Conduct cost analysis on financial programs and operationsDetermine financial status and analyze forecast...

  • Financial Analyst

    3 weeks ago


    Boca Raton, United States Envision Staffing Solutions Full time

    Job DescriptionJob Description Job Functions:Prepare month-end financial reports, construct financial projections, and recast financial statements, provide variance analysis, research financial irregularities, and use the analysis to develop meaningful financial reportingCreate accurate reports, analyses, financial models to examine key needs, variances, and...


  • Boca Raton, Florida, United States Geosyntec Consultants, Inc. Full time

    Overview: Geosyntec Consultants has an exciting opportunity for a Senior Financial Analyst in Boca Raton, Florida. In this role you will perform a variety of professional financial activities related to the annual operating budget, budget versus actual reporting, internal month-end accounting, and ad-hoc requests. This role will assist with mergers &...

  • Claims Data Analyst I

    4 weeks ago


    Boca Raton, Florida, United States Florida Peninsula Insurance Company Full time

    Position Summary: The Claims Data Analyst I will assist the Senior Claims Business Analyst in drafting and distributing reports to Claims leadership. They will prepare and review reports with Claims leadership to promote understanding of KPI's and perform ad hoc analysis as needed. This position is in Boca Raton, Florida.Essential Functions: The Claims Data...


  • Boca Raton, United States Joyal Capital Management Full time

    Job DescriptionJob DescriptionJoyal Capital Management, a boutique financial firm, is seeking a Junior Technical Analyst to join our team in Boca Raton, FL.For nearly 40 years, Joyal Capital Management has been highly successful in serving high net worth individuals through proprietary estate planning, financial planning, investment management and business...


  • Boca Raton, United States Joyal Capital Management Full time

    Job Description Job Description Joyal Capital Management, a boutique financial firm, is seeking a Junior Technical Analyst to join our team in Boca Raton, FL. For nearly 40 years, Joyal Capital Management has been highly successful in serving high net worth individuals through proprietary estate planning, financial planning, investment management and...

  • Claims Data Analyst I

    4 weeks ago


    Boca Raton, United States Florida Peninsula Insurance Company Full time

    Position Summary: The Claims Data Analyst I will assist the Senior Claims Business Analyst in drafting and distributing reports to Claims leadership. They will prepare and review reports with Claims leadership to promote understanding of KPI's and perform ad hoc analysis as needed. This position is in Boca Raton, Florida. ...


  • Boca Raton, United States American Management Services, Inc Full time

    Senior Executive Analyst - Transform Businesses Nationwide American Management Services - Where Your Expertise Shapes Business Futures Compensation: Earn between $150,000 and $250,000 annually, plus uncapped commission. Location: Nationwide Opportunities with Extensive Travel. About American Management Services: Since 1986, American Management Services has...

  • Business Analyst

    2 weeks ago


    Boca Raton, Florida, United States Coastal Waste & Recycling, Inc. Full time

    Overview: Coastal Waste & Recycling is privately-owned, locally-operated waste disposal and recycling company. We are experiencing explosive growth and with growth comes opportunity. We are adding a Business Analyst to be a vital link between our information technology capacity and our business objectives.     Responsibilities: The Business Analyst will...


  • Boca Raton, United States Insight Global Full time

    About the Role: The Business Operations Analyst is part of the WorldCompliance Data Operations team. We have analysts responsible for the Americas (LATAM and NOAM), APAC, and EMEA. This position will be part of the Americas region team and will have responsibility for supporting our regional office responsible for the US and other English-speaking countries....


  • Boca Raton, United States Insight Global Full time

    About the Role:The Business Operations Analyst is part of the WorldCompliance Data Operations team. We have analysts responsible for the Americas (LATAM and NOAM), APAC, and EMEA. This position will be part of the Americas region team and will have responsibility for supporting our regional office responsible for the US and other English-speaking countries....


  • Boca Raton, United States Insight Global Full time

    About the Role:The Business Operations Analyst is part of the WorldCompliance Data Operations team. We have analysts responsible for the Americas (LATAM and NOAM), APAC, and EMEA. This position will be part of the Americas region team and will have responsibility for supporting our regional office responsible for the US and other English-speaking countries....


  • Boca Raton, United States CELSIUS Holdings, Inc. Full time

    Description Grow your career managing the investor relations operations at Celsius Holdings, Inc., maker of Celsius, the fastest growing energy drink brand in the world.As Manager, Investor Relations, you’ll report to the SVP, Communications and serve as a bridge between the company and the investment community, identifying and growing relationships with...


  • Boca Raton, United States CELSIUS Holdings, Inc. Full time

    Description Grow your career managing the investor relations operations at Celsius Holdings, Inc., maker of Celsius, the fastest growing energy drink brand in the world.As Manager, Investor Relations, you’ll report to the SVP, Communications and serve as a bridge between the company and the investment community, identifying and growing relationships with...


  • Boca Raton, United States The Mutual of America Financial Group Full time

    Include analyzing Adoption Agreements for setup with the Omni Recordkeeping system, reviewing and approval of plan installs completed by other team members, review of monthly and Quarterly eligibility toward fee waiver and/or increase/reductions fees Project Specialist, Records, Specialist, Business Analyst, Business Services, Omni


  • Boca Raton, United States StevenDouglas Full time

    Job Responsibilities: -Support the SEC Reporting Manager in the preparation of the company's monthly, quarterly, and annual financial statements. -Prepare stand-alone subsidiary financial statements on a monthly/quarterly/annual basis.-Directly interact with external and internal auditors.-Research and analyze new and existing technical accounting and...


  • Boca Raton, United States StevenDouglas Full time

    Job Responsibilities: -Support the SEC Reporting Manager in the preparation of the company's monthly, quarterly, and annual financial statements. -Prepare stand-alone subsidiary financial statements on a monthly/quarterly/annual basis.-Directly interact with external and internal auditors.-Research and analyze new and existing technical accounting and...


  • Boca Raton, United States StevenDouglas Full time

    Job Responsibilities: -Support the SEC Reporting Manager in the preparation of the company's monthly, quarterly, and annual financial statements. -Prepare stand-alone subsidiary financial statements on a monthly/quarterly/annual basis. -Directly interact with external and internal auditors. -Research and analyze new and existing technical accounting and...


  • Boca Raton, United States StevenDouglas Full time

    Job Responsibilities: -Support the SEC Reporting Manager in the preparation of the company's monthly, quarterly, and annual financial statements. -Prepare stand-alone subsidiary financial statements on a monthly/quarterly/annual basis.-Directly interact with external and internal auditors.-Research and analyze new and existing technical accounting and...