Financial Analyst
1 month ago
Key responsibilities:
• Accurately process and handle customer loan applications. • Maintain precise records of customer credit information. • Address and resolve any customer inquiries or complaints promptly. • Collaborate with sales representatives to ensure necessary documentation is obtained from the merchant. • Allocate specific deals to the appropriate lender. • Assist lenders in setting up new deals. • Evaluate risk factors and conduct thorough background checks and credit pulls for merchants. • Work closely with banking partners and clients to ensure all required documentation is complete. • Draft contracts for new deals and guide clients through bank verification processes. • Monitor customer accounts and take necessary action based on account status.• Possess a minimum of 1 year of experience in the finance consulting industry • Proficiency in Microsoft Excel for financial modeling and analysis • Knowledge of Loan Products, including understanding of their structure and terms • Ability to perform computer data entry tasks with high level of accuracy • Strong skills in financial analysis to interpret financial data and provide insights • Bachelor's degree in Finance, Accounting, or related field
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Senior Financial Analyst
4 weeks ago
Greenwich, Connecticut, United States Creative Financial Staffing Full timePosition: Senior AccountantLocation: Stamford, CTWork Modality: 100% in-officeCompensation: $90,000-$100,000 + competitive benefitsCreative Financial Staffing is seeking an experienced Senior Accountant to join their team. This role will focus on accounting and reporting for the firm's management company, general partner entities, and investment...
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Financial Systems Analyst
2 weeks ago
Greenwich, United States Gravity Staffing Inc Full timeThe Greenwich, CT office of a global investment firm is looking for a Financial Systems Analyst/Assoicate to join their technology team. This role will be responsible for assisting with maintaining financial systems including Yardi, Blackline, and others. This unique role lives at the intersection of business operations, technology, and accounting. An ideal...
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Financial Systems Analyst
4 weeks ago
Greenwich, United States Gravity Staffing, Inc. Full timeThe Greenwich, CT office of a global investment firm is looking for a Financial Systems Analyst/Assoicate to join their technology team. This role will be responsible for assisting with maintaining financial systems including Yardi, Blackline, and others. This unique role lives at the intersection of business operations, technology, and accounting. An ideal...
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Financial Systems Analyst
3 weeks ago
Greenwich, United States Gravity Staffing, Inc. Full timeThe Greenwich, CT office of a global investment firm is looking for a Financial Systems Analyst/Assoicate to join their team. This role will be responsible for assisting with maintaining financial systems including Yardi, Blackline, and others. This unique role lives at the intersection of business operations, technology, and accounting. An ideal candidate...
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Senior Financial Analyst
4 weeks ago
Greenwich, Connecticut, United States Tandym Group Full timeA leading financial services firm in Connecticut is seeking a highly skilled Senior Financial Analyst - Private Credit to join their team in Stamford.About the Role:The Senior Financial Analyst - Private Credit will:Design and develop comprehensive reporting for Private Credit FundsCreate and maintain high-quality marketing materials (i.e., track record,...
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Financial Analyst
1 week ago
Greenwich, United States Robert Half Full timeJob DescriptionJob DescriptionWe are inviting applications for the entry-level Financial Analysts for a growing organization located in Greenwich, Connecticut. This role offers a contract to hire employment opportunity and will involve tasks such as maintaining customer records, and resolving customer inquiries, among other responsibilities. Key...
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Financial Analyst
3 weeks ago
East Greenwich, Rhode Island, United States Smartapp Full timeJob SummaryWe are seeking a highly skilled Financial Analyst to join our team at Smartapp.comTM. As a key member of our finance department, you will be responsible for performing a wide range of financial tasks, including billing, accounts receivable, payroll, and general ledger maintenance.About Smartapp.comTMSmartapp.comTM is a global product software...
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Senior Financial Analyst
4 weeks ago
Greenwich, Connecticut, United States Interactive Brokers Full timeAbout the RoleThis is a hybrid position that requires three days in the office and two days remote. As a Senior Accountant at Interactive Brokers, you will be responsible for the accounting and financial analysis for certain legal entities of the Group. This includes reviewing and implementing complex accounting issues and new businesses.You will have a...
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Senior Financial Analyst
3 weeks ago
Greenwich, Connecticut, United States Jobot Full timeJob Summary:We are seeking a highly skilled Senior Accountant to join our team at Jobot. As a Senior Accountant, you will be responsible for managing the daily operations of the accounting department, including month and year-end processes, accounts payable and receivable, cash receipts, general ledger, payroll, and utilities. You will also be responsible...
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Quantitative Portfolio Analyst
3 weeks ago
Greenwich, Connecticut, United States AQR Full timeAQR Capital Management is a global investment firm that seeks to deliver long-term results by identifying and isolating the factors that matter most in financial markets. As a Portfolio Implementation, Trading and Portfolio Finance Summer Analyst, you will work alongside brilliant people to gain insights and know-how from our Quanta Academy Summer Term...
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Compliance Analyst
4 weeks ago
Greenwich, Connecticut, United States Interactive Brokers Full timeJob Title: Analyst - Communications ComplianceAt Interactive Brokers, we are seeking a highly motivated and detail-oriented individual to join our Compliance team as an Analyst - Communications Compliance. This role will play a critical part in ensuring the Firm's communications database is up-to-date and compliant with regulatory requirements.Key...
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Private Equity Analyst
4 months ago
Greenwich, United States Burnham Sterling Full timeSeeking experienced investment analyst for full-time in person position with skills in sustainable energy infrastructure, particularly SAF. The position is at an institutional investment management firm in expansion mode in Greenwich, Connecticut, with approx. $200MM dedicated to this strategy. In addition to asset management, the firm operates a financial...
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Risk Analyst
2 weeks ago
Greenwich, United States eFinancialCareers Full timeThis business critical role will suit a junior Analyst (2-3 years' experience) with a strong analytical and quantitative skillset and a passion for the financial markets. Skills in data analysis, project management, risk analytics and tool development in a kinetic markets environments will lend themselves well to this role. Knowledge of Fixed Income/FX/Rates...
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Risk Analyst
1 week ago
Greenwich, United States eFinancialCareers Full timeThis business critical role will suit a junior Analyst (2-3 years' experience) with a strong analytical and quantitative skillset and a passion for the financial markets. Skills in data analysis, project management, risk analytics and tool development in a kinetic markets environments will lend themselves well to this role. Knowledge of Fixed Income/FX/Rates...
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U.S. Private Bank – Program Analyst Banker
1 week ago
Greenwich, United States JPMorgan Chase & Co. Full timeWe are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team...
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Greenwich, United States Counterpointe Sustainable Real Estate Full timePosition: Analyst, Commercial Real Estate Loan Originations,Location: Greenwich, CT (on-site 5 days a week)Reports To: Head of Real Estate Loan OriginationsStatus: Exempt – Full TimeCounterpointe Sustainable Advisors invests at the intersection of the commercial real estate and energy industries through diversified sustainable investments, including PACE,...
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Data Analyst
2 weeks ago
Greenwich, United States Kovitz Full timeNorthCoast Asset Management, a Division of Kovitz Investment Group, is looking for a Data Analyst to join our team in their Greenwich, CT office. The role is responsible for the cleanliness and reliability of the separately managed account data. This role will be responsible for client and composite performance data and will provide support to the operations...
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Performance Analyst
3 months ago
Greenwich, United States Kovitz Full timePOSITION OVERVIEWNorthCoast Asset Management, a Division of Kovitz Investment Group is looking for a Performance Analyst to join our team in our Greenwich, CT office. The role is responsible for taking ownership of the cleanliness and reliability of the separately managed account performance of all composites and clients. This role will also provide...
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Senior Financial Analyst
4 weeks ago
West Greenwich, United States SSi People Full timeRhode Island - Regular Hours - Fully OnsiteBachelor Degree 5+ YOE would be ideal with an accounting backgroundSkills Required:B.S AccountingCapital InvestmentsActual/Forecasting/Budget reportingVariance AnalysisSAP experienceHyperion experienceAdvanced Excel proficiencyManufacturing general (Pharma experience)Technical skills: Excel (large data sets,...
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Senior Financial Analyst
4 weeks ago
West Greenwich, United States SSi People Full timeRhode Island - Regular Hours - Fully OnsiteBachelor Degree 5+ YOE would be ideal with an accounting backgroundSkills Required:B.S AccountingCapital InvestmentsActual/Forecasting/Budget reportingVariance AnalysisSAP experienceHyperion experienceAdvanced Excel proficiencyManufacturing general (Pharma experience)Technical skills: Excel (large data sets,...