Financial Analyst
6 days ago
We are seeking a highly skilled Financial Analyst to join our team at Shuster Advisory Group, LLC. As a key member of our retirement planning division, you will be responsible for analyzing data, creating comprehensive reports, and providing exceptional client service.
Key Responsibilities- Analyze and integrate data from various sources to create informative presentations and reports.
- Develop and maintain reports to monitor plan participation, performance, and costs.
- Assist in the preparation of retirement planning client and prospect presentations.
- Create and present plans to retirement planning clients/prospects, including strategy, design, and funding.
- Recommend plan changes as necessary.
- Consult with retirement planning clients on the legal and regulatory environment and its impact on their plans or benefits.
- Provide client support for annual audits and regulatory filings.
- Advanced MS Office skills, with a focus on Excel and PowerPoint.
- Experience with analyzing retirement plans, including 401(k), 457(b), 401(a), 403(b), and Defined Benefit Plans.
- Experience with Retirement Plan Advisory Group (RPAG), Fi360, and/or Morningstar is a plus.
- Series 65 is a plus.
- Strong written and verbal communication skills.
- Strong organizational, customer service, and analytical skills.
- Ability to handle multiple time-sensitive projects with accuracy and attention to detail.
Shuster Advisory Group, LLC provides trusted investment guidance informed by extensive research and analysis. We formulate innovative solutions for institutional, hospital, and governmental clients and deliver comprehensive wealth management services to individual investors.
We are committed to promoting diversity, equity, and inclusion in everything we do. We believe that our differences make us stronger and that a diverse workforce leads to better decision-making and more innovative solutions. We are looking for a Financial Analyst who shares our values and is passionate about creating an inclusive and welcoming environment for all.
-
Financial Analyst
2 weeks ago
Pasadena, California, United States RealDefense Full time{"title": "Financial Analyst/Accountant", "description": "Job SummaryWe are seeking a highly skilled Financial Analyst/Accountant to join our team at RealDefense. As a key member of our finance department, you will be responsible for performing advanced analytics and reporting for senior executives, Board of Directors, and Bank Lenders. Your primary...
-
Financial Analyst
14 hours ago
Pasadena, California, United States Dine Brands Global Full timeJob Title: Financial AnalystJoin Dine Brands Global, a leading full-service restaurant company, as a Financial Analyst. In this role, you will play a critical part in analyzing financial data, identifying trends, and providing insights to drive business growth.Key Responsibilities:Analyze financial data from franchisees and map it to a standardized income...
-
Senior Financial Analyst
3 weeks ago
Pasadena, California, United States Vertical Careers, Inc. Full timeJob Title: Sr. Financial AnalystAt Vertical Careers, Inc., we are seeking a highly skilled Sr. Financial Analyst to join our team. As a key member of our financial analysis team, you will play a critical role in helping us make informed business decisions.Responsibilities:Allowance for Credit Losses (ACL) Process: Assist in calculations, analysis, and...
-
Senior Financial Analyst
4 weeks ago
Pasadena, California, United States BYD COACH & BUS LLC Full timeJob SummaryBYD COACH & BUS LLC is seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our finance department, you will be responsible for maintaining accurate financial records, preparing financial reports, and ensuring compliance with accounting policies and internal controls.Key Responsibilities:Maintain accurate general...
-
Financial Reporting Analyst II
1 week ago
Pasadena, California, United States Vertical Careers, Inc. Full timeFinancial Reporting Analyst IIOur client, a reputable and large publicly traded Financial Services Institution, is seeking a dedicated and passionate Accounting Leader to join their Corporate Accounting & Finance team as a Financial Reporting Analyst II.Key Responsibilities:Prepare and review of all public filings (10-Q, 10-K, 8K and other SEC filings).Work...
-
Senior Financial Analyst
4 weeks ago
Pasadena, California, United States Talent Consulting Experts Full timeJob SummaryWe are seeking a highly skilled Senior Financial Analyst to join our team at Talent Consulting Experts. As a key member of our finance department, you will play a critical role in driving business growth and success through data-driven financial insights and strategic initiatives.Key ResponsibilitiesDevelop and manage financial models and tools to...
-
Senior Financial Analyst
3 weeks ago
Pasadena, California, United States East West Bank Full time{"Overview": "At East West Bank, we are committed to providing our customers with exceptional financial services. We are seeking a highly skilled Senior Financial Analyst to join our ACL team. As a member of our team, you will have the opportunity to work with a diverse group of professionals and contribute to the growth and success of our organization.",...
-
Senior Financial Business Analyst
3 weeks ago
Pasadena, California, United States Mastech Digital Full timeJob Summary:Mastech Digital is seeking a highly skilled Senior Financial Business Analyst to join our team. As a key member of our organization, you will be responsible for providing financial analysis and business insights to support strategic decision-making.Key Responsibilities:Develop and maintain financial models and forecasts to support business...
-
Financial Analyst
4 weeks ago
Pasadena, California, United States Amalgamated Bank of NY Full timeJob DescriptionJob Summary:Amalgamated Bank of NY is seeking a highly skilled Financial Analyst - Credit Risk Management to join our team. As a Credit Analyst, you will play a critical role in analyzing financial statements, conducting due diligence, and assessing credit risk ratings to ensure the bank's financial stability and growth.Key...
-
Senior Financial Analyst
3 weeks ago
Pasadena, California, United States Vertical Careers, Inc. Full timeJob Summary:Vertical Careers, Inc. is seeking a highly skilled Senior Financial Analyst to join our team. As a Senior Financial Analyst, you will play a critical role in supporting the allowance for credit losses (ACL) process, including calculations, analysis, and documentation.Key Responsibilities:Support the ACL Process: Assist in the calculation,...
-
Budgets and Financial Analyst
3 weeks ago
Pasadena, California, United States LHR Américas Full timeAbout the RoleWe are seeking an experienced Accounting Staff Analyst to provide professional budgetary and accountability services in a staff capacity to support department and/or division management.Key ResponsibilitiesCoordinate the preparation of routine or special reports for department management review and approval.Work with corporate groups in...
-
Financial Analyst
4 weeks ago
Pasadena, California, United States East West Bank Full timeJob SummaryWe are seeking a highly skilled Corporate Finance Analyst to join our team at East West Bank. As a key member of our Corporate Development team, you will be responsible for providing analytical and process support for Investor Relations, Corporate Development, and Enterprise Forecast activities.Key ResponsibilitiesSupport the creation of external...
-
Financial Analyst
7 days ago
Pasadena, California, United States RCN Associates LLC Full timeJob SummaryWe are seeking a highly skilled Bookkeeper Staff Accountant to join our team at RCN Associates LLC. The successful candidate will be responsible for preparing and analyzing financial records, developing and analyzing reporting for business operations and budgets, and creating new processes to improve financial efficiency.Key...
-
Financial Planning Analyst
3 weeks ago
Pasadena, California, United States Kaiser Permanente Full timeJob Summary:This individual contributor is primarily responsible for supporting financial planning, modeling, analysis, and forecasting, identifying and preparing reports on financial and budgeting trends, assisting in analysis of operational performance, and gathering and preparing recommendations on financial activities and plans.Key...
-
Senior Financial Analyst
1 week ago
Pasadena, California, United States Consultative Search Group Full timeSenior Accountant Job DescriptionWe are seeking a highly skilled Senior Accountant to join our team on a part-time basis. The position is temporary, but there is an opportunity to transition to a full-time direct-hire role.Key Responsibilities:Administer daily accounting operations, internal controls, financial planning, and systems/processes to ensure...
-
Senior Financial Analyst
3 weeks ago
Pasadena, California, United States Boutique Recruiting Full timeSenior Accountant Job DescriptionA leading manufacturer of cutting-edge transportation solutions for electric transit and sky rail systems is seeking a skilled Senior Accountant to manage general ledger tasks, prepare accurate financial statements, and support the monthly closing process. The ideal candidate has 3-6 years of accounting experience and is...
-
Financial Compliance Reporting Specialist
1 month ago
Pasadena, California, United States Vertical Careers, Inc. Full timeSenior Financial Reporting AnalystVertical Careers, Inc. is representing a distinguished and sizable publicly traded Financial Services Organization. They are in search of a committed and enthusiastic Accounting Professional to fill the role of Senior Financial Reporting Analyst within their Corporate Accounting & Finance division.Our client supports a...
-
Senior Financial Analyst
1 week ago
Pasadena, California, United States Boutique Recruiting Full timeSenior Accountant Job DescriptionA leading manufacturing company in the electric transit and sky rail systems industry is seeking a skilled Senior Accountant to join their team in Pasadena, CA. The ideal candidate will have 3-6 years of accounting experience and be fluent in Mandarin, which will be beneficial for collaborating with the team in China and...
-
Accounting Analyst
10 hours ago
Pasadena, California, United States East West Bank Full timeAccounting Analysis and Reporting AnalystWe are seeking a detail-oriented and analytical Accounting Analysis and Reporting Analyst to join our team at East West Bank. As a key member of our Accounting Analysis and Reporting team, you will be responsible for supporting the delivery of operational agenda in various areas, including investments, consolidation,...
-
Senior Financial Analyst
3 weeks ago
Pasadena, California, United States 9Dot Education Solutions Full timeSenior Accountant Job DescriptionWe are seeking a highly skilled Senior Accountant to join our team at 9Dot Education Solutions. As a Senior Accountant, you will play a critical role in providing financial support to our organization.Key Responsibilities:Prepare complex financial reports and statements, including balance sheet reconciliations and variance...