Financial Analyst

2 days ago


West Palm Beach Florida, United States TrustBridge, Inc. Full time
About the Role

TrustBridge, Inc. is seeking a highly skilled Financial Analyst - Treasury to join our team. As a key member of our finance department, you will be responsible for assisting in the preparation of daily cash transactions, monitoring and reviewing investments, and preparing investment reports.

Key Responsibilities
  • Assist in the preparation of daily cash transactions, including reconciliations and account analysis.
  • Monitor and review investments, including portfolio performance and risk management.
  • Prepare investment reports, including financial statements and analysis.
  • Assist in the preparation of budget and financial forecasts.
  • Perform financial analysis and reporting, including financial statement preparation and analysis.
  • Assist with fund accounting and account reconciliations.
  • Support other duties as required.
Requirements
  • Bachelor's Degree in Finance, Accounting, or Economics.
  • Three years' experience performing treasury functions, investment analysis, and financial analysis or other advanced accounting functions.
  • Expertise with computer-based financial applications, including Microsoft Dynamics GP and budget forecasting tools.
  • Extensive working knowledge of Microsoft Office 2010, with advanced knowledge of spreadsheet functions and analysis tools.
  • Familiar with analysis of investments instruments and investment markets.
  • Excellent verbal and written communication skills.
  • Professional demeanor and ability to maintain confidentiality.
  • Bilingual (English/Spanish) preferred.


  • West Palm Beach, Florida, United States Creative Financial Staffing Full time

    Senior Financial Analyst - Real Estate SectorJoin a reputable firm in the real estate domainWhy consider a Senior Financial Analyst position with Creative Financial Staffing? A well-established company in the real estate sector with over two decades of experience. Opportunities for internal advancement, as this role is available due to company growth. A...

  • Financial Analyst

    4 weeks ago


    West Hartford, United States Creative Financial Staffing Full time

    Financial Analyst CFS has partnered with a long-standing client that has achieved remarkable growth in recent years and is now searching for a talented Financial Analyst for their team as a newly created position. Why youll love this Assistant AR Manager role: Hybrid Role: Embrace a flexible work environment with the opportunity to work 2-3 days in the...

  • Financial Analyst

    3 months ago


    West Hartford, United States Creative Financial Staffing Full time

    Financial Analyst CFS has partnered with a long-standing client that has achieved remarkable growth in recent years and is now searching for a talented Financial Analyst for their team as a newly created position. Why you'll love this Assistant AR Manager role: Hybrid Role: Embrace a flexible work environment with the opportunity to work 2-3 days in the...

  • Financial Analyst

    3 weeks ago


    West Palm Beach, United States The Bolton Group Full time

    Seeking a Financial Analyst for a well established and growing manufacturer in West Palm Beach, FL. This is an in-office position working closely with the Commercial Sales and Marketing team and supporting the Accounting Dept.RequirementsBachelor’s Degree in Finance, Accounting, or related 3-7 years of experience in financial analysis, and/or Financial...

  • Financial Analyst

    3 weeks ago


    West Palm Beach, United States The Bolton Group Full time

    Seeking a Financial Analyst for a well established and growing manufacturer in West Palm Beach, FL. This is an in-office position working closely with the Commercial Sales and Marketing team and supporting the Accounting Dept.RequirementsBachelor’s Degree in Finance, Accounting, or related 3-7 years of experience in financial analysis, and/or Financial...


  • West Palm Beach, Florida, United States Creative Financial Staffing Full time

    Job Summary:Creative Financial Staffing is seeking a highly skilled Senior Accountant to join our team. As a Senior Accountant, you will be responsible for providing financial leadership and support to our clients in the real estate industry.Key Responsibilities:Financial Statement Preparation: Prepare and review monthly financial statements, including...


  • West Hartford, Connecticut, United States Creative Financial Staffing Full time

    Lead Financial AnalystCreative Financial Staffing is collaborating with an innovative organization in the Greater Hartford region to identify a Lead Financial Analyst to enhance their team.About the Company/Lead Financial Analyst OpportunityHybrid Work Model: 3 days in the office, 2 days remoteExceptional office environment with dedicated personal...


  • West Hartford, Connecticut, United States Creative Financial Staffing Full time

    Financial AnalystCreative Financial Staffing is collaborating with a well-established client that has experienced significant expansion and is now looking for a skilled Financial Analyst to fill a newly established role within their organization.Why you will appreciate this Financial Analyst position:Flexible Work Arrangement: Enjoy a hybrid work model that...


  • West Hartford, Connecticut, United States Creative Financial Staffing Full time

    Corporate Financial AnalystCreative Financial Staffing is collaborating with a well-established client that has experienced exceptional growth and is currently seeking a skilled Corporate Financial Analyst for a newly established role within their organization.Reasons to consider this Corporate Financial Analyst position:Flexible Work Arrangement: Enjoy a...


  • West Palm Beach, Florida, United States Atrium Staffing Services Ltd. Full time

    Atrium Staffing Services Ltd. is a prominent player in the real estate sector, operating nationally with a strong presence across various regions. We are currently seeking a Lead Financial Analyst to enhance our financial team. Compensation: Up to $100k + Bonus Role Overview: We are in search of a highly qualified and seasoned Lead Financial Analyst to join...


  • West Palm Beach, Florida, United States NR Group Incorporated Full time

    Job OverviewWe are looking for a skilled Construction Financial Analyst to enhance our financial operations. In this position, you will be tasked with the preparation and scrutiny of financial documents to bolster our organization’s objectives.Key Responsibilities:Perform comprehensive reviews of financial records and accounting statementsDevelop and...

  • Financial Analyst

    2 weeks ago


    West Palm Beach, Florida, United States Trustbridge Full time

    About the Role**Job Summary**We are seeking a highly skilled Financial Analyst - Treasury to join our team at Trustbridge. Reporting to the Director of Finance, this position is responsible for assisting in the day-to-day activities related to banking and investment activities under Trustbridge, Inc. and the Foundation.Key ResponsibilitiesAssist in the...

  • Financial Analyst

    1 week ago


    West Hartford, Connecticut, United States Creative Financial Staffing Full time

    About the Financial Analyst RoleWe are seeking a highly skilled Financial Analyst to join our team at Creative Financial Staffing. As a Financial Analyst, you will play a critical role in supporting our client's financial growth and success.Key Responsibilities:Collaborate with operations to develop and maintain financial reports, including weekly, monthly,...

  • Financial Analyst

    1 week ago


    West Hartford, Connecticut, United States Creative Financial Staffing Full time

    Overview of the Role: Financial AnalystPrepare and review monthly investment report packages for STAT, GAAP & IFRSSchedule D regulatory reportingAccount reconciliationsRespond to client inquiriesMonthly performance results of client portfoliosResponsibilities:Develop and maintain financial models and forecastsConduct financial analysis and provide...


  • West Palm Beach, Florida, United States State of Florida Full time

    POSITION SUMMARY:As a Financial Compliance Analyst II, you will be responsible for conducting thorough examinations of financial institutions and related entities. KEY RESPONSIBILITIES:1. Implement standard examination protocols to assess compliance within various financial sectors regulated by the Office of Financial Regulation (OFR).2. Compile...


  • West Palm Beach, Florida, United States Amentum Full time

    About the Role:Amentum is seeking a highly skilled Senior Financial Analyst to join our team in West Palm Beach, Florida. As a Senior Financial Analyst, you will play a critical role in supporting our business operations by providing financial analysis, budgeting, and forecasting expertise.Key Responsibilities:Perform financial analysis on multiple work...


  • West Palm Beach, Florida, United States Apidel Technologies Full time

    Job OverviewPosition Summary:The Senior Financial Analyst will be responsible for preparing monthly financial transactions and accruals. This role includes reconciling financial entries while delivering comprehensive financial analysis, reporting, and support for the Program Accounting Department. The ideal candidate should demonstrate the ability to manage...


  • West Palm Beach, Florida, United States LHH Recruitment Solutions Full time

    Job OverviewPosition: Financial Planning AnalystContract Duration: 1 yearROLE SUMMARY:• Develop and oversee financial forecasts for grants and projects.• Collaborate with project leaders on monetary transactions to ensure adherence to grant regulations.• Produce monthly reports for grant expense reimbursements.• Conduct budgetary and financial...


  • Panama City Beach, Florida, United States Creative Financial Staffing Full time

    Senior Financial AnalystCompensation: $80,000 + Bonus + RelocationCompany Overview and Role SummaryAt Creative Financial Staffing, we value the unique talents of our team members and strive to foster their growth. Our employees are our most valuable asset. The Senior Financial Analyst will play a crucial role in gathering and interpreting data related to our...


  • West Palm Beach, United States Trustbridge Full time

    Reporting to the Director of Finance, this position is mainly involved in the day to day activities related to banking and investment activities under Trustbridge, Inc. and the Foundation. Primary functions include assisting in the preparation of dai Financial Analyst, Treasury, Financial, Analyst, Accounting, Microsoft, Banking, Healthcare