305 Analyst Role jobs in Raymore
Financial Analyst
Posted today
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Job Description
Location: Kansas City, MO
Employment Type : Contract
Compensation
Pay Range:$45.00-$55.00/Hrs
Description
Identify needs for financial modeling and assist in development, verification, and maintenance of models.
Drive the development and modeling of long-term finance strategy and annual budget.
Lead and develop company forecast on a quarterly basis, conduct monthly variance reviews, and track performance.
Prepare and present reports and recommendations to senior management based on financial results.
Collaborate with business units to develop and improve financial analysis and forecasting methodologies and tools.
Support month-end close activities creating reports for senior management.
Key Responsibilities
Identify financial modeling needs and assist in their development and maintenance.
Drive the creation and modeling of finance strategies and budgets.
Lead quarterly forecasts and monthly performance reviews.
Prepare management reports and recommendations.
Collaborate with units to enhance financial analysis tools.
Support end-of-month financial reporting activities.
Qualifications
Bachelor's degree in Finance, Accounting, or related field.
Minimum 3 years of corporate finance or consulting experience.
Advanced proficiency in spreadsheet and presentation software.
Working knowledge of data visualization tools.
Strong analytical and mathematical skills.
Preferred Qualifications
Master's degree or CPA certification.
Experience in financial planning and analysis.
Experience in the healthcare or insurance industry.
Experience with enterprise resource planning software.
Contact Authorization
By applying for this job, you agree to receive AI-generated calls, text messages, and/or emails from Mitchell Martin Inc and its affiliates and contracted partners at various frequency through traditional and automated methods. Message and data rates may apply for texts. Carriers are not liable for delayed or undelivered messages. You can access our privacy policy here
Benefits
Learn more about our benefits offerings here
EEO Statement
Learn more about our EEO policy here
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Financial Analyst
Posted today
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Job Description
Euronet facilitates the movement of payments around the world and serves as a critical link between our partners - financial institutions, retailers, service providers - and their end consumers, both locally and globally. We are seeking a financial analyst who will help provide financial insights and analytical decision support, drive process improvements, track KPIs and initiatives, monitor and make daily cash movements and provide day-to-day reporting and forecasting support. The successful candidate will split their time working on the Company's consolidated financial forecast as well as on various operational and analytical functions within the treasury group. This role will have visibility and require collaboration with business unit professionals and leaders throughout the global organization. This position will be based in the Leawood, KS office reporting to the Corporate Treasurer and will have the opportunity for a hybrid work schedule.
Essential Functions
- Prepare the Corporate P&L forecast and consolidate the global forecast on a monthly basis
- Provide analysis and reporting used for internal management reporting and external market guidance
- Work with global business leaders to understand and improve forecasting processes and reporting
- Prepare draft materials for Board of Director meetings
- Analyze past results and perform variance analysis, identifying trends and anomalies
- Evaluate financial performance by comparing actual results with plans and forecasts
- Perform daily payments within the treasury function as required
- Perform other duties and research as assigned
- Bachelor's degree in Business related field, or equivalent combination of education and experience required
- Financial planning, analysis and modeling experience a plus
- 401(k) Plan
- Health/Dental/Vision Insurance
- Employee Stock Purchase Plan
- Company-paid Life Insurance
- Company-paid disability insurance
- Tuition Reimbursement
- Paid Time Off
- Paid Volunteer Days
- Paid Holidays
- Casual Office Attire
- Plus many more employee perks & incentives!
We are an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, or national origin, age, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
Financial Analyst
Posted today
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Job Description
Responsibilities:
- Prepare and summarize monthly, quarterly, annual, and ad hoc financial reports using appropriate datasets to ensure streamlined and efficient reporting.
- Develop management board presentations utilizing existing and new reporting tools.
- Assist in the firm's annual budget and quarterly forecasting processes; maintain and improve financial models to enhance accuracy.
- Review and analyze the profitability model, identifying growth opportunities and areas for improved profitability.
- Analyze financial data to assess current performance and forecast future financial outcomes.
- Support ad-hoc projects and analyses as required by leadership.
- Provide training, advice, and support to less experienced staff.
- Recommend enhancements to financial reporting policies, procedures, and practices, and communicate these to management.
- Collaborate regularly with teams across finance, pricing, practice groups, business development, operations, and HR both regionally and globally.
Skills and Experience:
- Bachelor's Degree in Finance, Accounting, Business, or related field preferred.
- Advanced proficiency in Microsoft Excel, including VBA and Power Pivot, with complex formulas/functions.
- Experience with Power BI is a plus.
- Experience in a law firm or professional services firm is highly desirable.
- Experience with Thomson Reuters 3E is a plus.
- 2 to 4 years of experience in Business Analytics, FP&A, Strategic Planning, or related fields.
- Strong analytical skills with experience in budgeting, forecasting, financial modeling, and data analysis.
- Critical and strategic thinking capabilities, with the ability to synthesize data to influence business decisions.
- Excellent written and verbal communication skills.
- Ability to handle confidential information appropriately.
- Ability to work independently with minimal supervision.
The Firm:
Clyde & Co is a leading global law firm serving clients in sectors such as insurance, aviation, marine, construction, energy, trade, and natural resources. With nearly 70 offices worldwide, it offers a wide range of legal services and is committed to diversity, inclusion, and environmental sustainability.
Our Values:
- Work as one - Collaborate as a globally connected team.
- Excel with clients - Deliver exceptional service focused on client needs.
- Celebrate difference - Embrace diversity to foster innovation and achievement.
- Act boldly - Pursue new opportunities with curiosity and initiative.
Benefits include student loan reimbursement, flexible time off, comprehensive insurance options, 401K contributions, and more.
- Principals only
It is the policy of Clyde & Co to promote diversity and equal opportunity in employment, considering qualified applicants regardless of protected characteristics.
#J-18808-LjbffrFinancial Analyst
Posted today
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Job Description
Locations: Kansas City, MO - Hybrid. Get To Know Us:SS&C is leading the way. We continue to look for todays and tomorrows brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to s Financial Analyst, Financial, Analyst, Banking
Financial Analyst
Posted today
Job Viewed
Job Description
Seaboard Overseas and Trading Group (SOTG), a division of the Fortune 500 Seaboard Corporation, is a globally integrated leader in agricultural commodity trading, processing, and logistics. With milling facilities in 12 locations across 9 countries and 11 trading offices in 10 countries, we produce approximately two million metric tons of grain-based products annually.
Our vertically integrated approach-spanning procurement, transportation, and processing-ensures quality, consistency, and supply chain efficiency. We manage bulk freight and chartered vessels, overseeing logistics for both in-house and third-party customers. Every year, we source, transport, and market around 12 million metric tons of diverse commodities, supporting food security and economic growth in the regions we serve.
At SOTG, we are driven by innovation, collaboration, and sustainability. Our business model fosters an entrepreneurial mindset, empowering our teams to take ownership, find creative solutions, and drive impact.
DUTIES AND RESPONSIBILITIES
Division All-in reporting
- Maintenance of monthly reporting of executive dashboards.
- Participate in evolving division dashboard compilation and management.
- Collaborate with the accounting team to ensure accuracy and consistency of financial data.
- Assist in compiling long range planning data for division investment portfolio evaluation
- Perform certain data gathering, organizing, preparing and presenting based on certain project criteria.
- Assist in performing business model valuations, capital request analysis and other model reviews.
- Assist with the consolidation and reporting of quarterly division budgets and forecasts, including LRP.
- Assist with budgeting and variance analysis processes.
- Special ad hoc financial analysis and projects as driven by senior management.
- Other reports and assignments as needed.
- Bachelor's degree in business, Finance, Accounting, or related field is required.
- 2+ years of relevant experience is required.
- Manufacturing Industry experience preferred
- Knowledge of Advanced Excel, VBA, and Power BI is required to perform this job function.
- Knowledge of financial reporting, forecasting, and budgeting processes.
- Ability to communicate well with all levels of employees.
- Must be highly organized and able to multitask with multiple projects going on at once.
- Must be highly analytical with ability to understand complex problems and determine best solutions.
- This position is responsible for creating and delivering formal presentations to CEO, CFO, VPs.
- Must be willing to occasionally travel internationally.
*Position is not eligible for visa sponsorship or relocation assistance.
WORKING ENVIRONMENT/PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand, walk, sit and use hands to manipulate, handle or touch. The employee is occasionally required to reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Financial Analyst
Posted 2 days ago
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Job Description
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Locations : Remote-Missouri
Get To Know Us:
SS&C is leading the way. We continue to look for today's and tomorrows brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few.
Why You Will Love It Here!
- Flexibility : Hybrid Work Model and Business Casual Dress Code, including jeans
- Your Future: 401k Matching Program, Professional Development Reimbursement
- Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
- Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
- Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
- Training: Hands-On, Team-Customized, including SS&C University
- Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get To Do:
- Assist in preparation of annual budget and quarterly forecasts
- Monitor actual performance against budget and forecast, identifying variances and potential issues
- Assist in preparation of monthly financial statements and other supporting documentation
- Perform complex analysis using financial data in concert with business metrics
- Assist in performing monthly close activities including journal entries, account reconciliations and variance analysis
- Assist in vendor management support
- Perform customer contract reviews
What You Will Bring:
- Bachelors degree (business related) and 2 years of work-related experience, or 4 years equivalent work-related experience
- Excellent Microsoft Office Skills (Excel, PowerPoint, Word)
- Advanced Excel Skills
- Ability to work independently
- Excellent communicator
- Ability to work with individuals in all levels of the organization
- Ability to work under tight deadlines and deliver on commitments
Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @
#LI-Hybrid
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
#J-18808-LjbffrFinancial Analyst
Posted 2 days ago
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Job Description
Financial Analyst
Department:
Finance
Reports To:
Senior Financial Analyst
Typical Hours
Full-time
Those Supervised:
None
FLSA Status:
Exempt
Travel Required? Percentage:
No
Last Revision Date:
08/2023
Location(s)
Overland Park
About ISG Technology
At ISG Technology, we're unlocking possibilities for our clients by providing IT services that help drive business growth. We're freeing them from the burdens of day-to-day IT maintenance, securing their networks, protecting their data and helping them design, implement and manage their IT infrastructure. And we've been doing it for over four decades.
Join in on the Success
As part of the Twin Valley Family of Companies and a fourth-generation family business, ISG Technology has grown and evolved into a recognized leader in the Midwest by aligning our success with the long-term success of our clients. We are consistently recognized in CRN's Top Managed IT Service Providers in the nation, most recently as part of the Security 100 for excellence in managed security offerings.
But all those accolades take second stage to our Customer Satisfaction Scores (CSAT), which have consistently been 97% while our Net Promoter Score is 70 (compared to the industry average of 47). If you're the type that takes pride in providing world-class support, you may have what it takes!
Key Accountabilities:
- Variable Compensation Calculations
- Recurring Financial Metric Reporting
- Sales Forecasting and Reconciliation
- Ad-Hoc Reporting
What you bring to the position:
- You embody and align with our core values and appreciate the strength and stability that comes from working with a values-based company. You appreciate the power and efficiency of consistency in the "ways" we operate.
- You embrace change and have the resilience required to continually improve yourself. You can think creatively and can adapt to evolving situations.
- You understand the need to collaborate with your team members and other departments and that synergy comes from everyone rowing in the same direction.
- You have a strong desire to provide customers with optimum technology solutions and exemplary customer service, and you achieve your goals that you mutually set with your supervisor.
- You are a self-starter who is prepared to develop and execute your plan and deliver on quarterly goals on a consistent basis.
- You take what you do seriously, but you do not take yourself seriously and you know how to have fun in a professional environment. You are humbly confident and use your knowledge to build confidence without being a "know-it-all."
You will use your COLLABORATIVE SKILLS to:
- Work directly with all levels of the organization to identify problems, understand complex business concepts, analyze opportunities, develop, recommend, and implement business solutions.
- Administer variable compensation plan, create, send, perform ongoing maintenance, check for accuracy, and process documentation.
- Promote team values, demonstrate positive team behavior, and contribute towards building and maintaining an elevated level of morale.
- Research and implement continued automation of compensation and other recurring reporting, adding additional tools to increase efficiency and enhance visibility, as necessary.
- Support the company by completing other duties as assigned.
- Administer financial reports for internal and external use by collecting, organizing, formatting, and presenting information in a manner understood by end users.
- Administer and maintain compensation plans and files.
- Develop and maintain dashboards and key performance indicator (KPI) reporting in collaboration with accounting, market leaders, department leaders, and senior leadership.
- Maintain operational and KPI analysis reports and provide recommendations for improvement.
- Develop templates for annual operating and capital budgets in partnership with the Senior Financial Analyst and company leadership; including reviewing and advising on strategies to increase efficiency.
- Maintain financial forecasting models to provide insight to future company performance.
- Ensure financial data integrity in alignment with Controller and Senior Financial Analyst.
- Develop and maintain standard costing systems and maintain pricing/cost models.
- Help drive the implementation of technology and process solutions from concept to completion including improvements to existing systems.
- Assist in design and maintenance of data systems and databases.
- Identify trends and developments in competitive environments and presents findings.
- Ensure compliance with corporate policies and procedures.
- Perform ad-hoc data analysis, forecasting, reporting, and special projects.
- Strategic Thinking - Develop strategies to achieve organizational goals, identify opportunities, and adapt strategy to changing conditions.
- Oral Communications - Speak clearly and persuasively in positive and negative situations; respond well to questions; demonstrate group presentation skills and participate in meetings.
- Written Communications - Write clearly and informatively, edit work for spelling and grammar; present numerical and statistical data effectively and read and interpret written information.
- Presentation - Deliver business presentations to internal customers.
- Ethics - Inspire the trust of others; work with integrity and ethically; uphold company values.
- Organizational Support - Follow company policies and procedures and complete other duties as assigned.
- Customer Service - Communicate with customers, employees and various business contacts in a prompt, professional and courteous manner.
- Judgment - Include appropriate people in decision-making process.
- Interpersonal Skills - Maintain confidentiality; keep emotions under control; listen well; work with and communicate with all levels of management throughout the organization.
- Planning and organization - Prioritize, organize, and manage multiple priorities and meet scheduled deadlines while handling multiple tasks; use time efficiently; plan for additional resources; set goals and objectives.
- Professionalism - Approach others in a tactful manner; react well under pressure; treat others with respect and consideration regardless of their status or position; accept responsibility for own actions; keep commitments.
- Adaptability - Adapt to changes in the work environment; manage competing demands; deal with frequent change, delays, or unexpected events. Work effectively in both independent and team settings.
- Detail & Task Oriented - Manage and follow through on multiple tasks, items, and communications in a timely manner. Perform work with an exceptional attention to detail.
- Bachelor's degree in Data Analytics, Finance or related Business discipline required.
- 2-5 years of progressive experience as business, financial or Financial Analyst preferred.
- Data base structure experience.
- Advanced proficiency with Microsoft Office products (Excel, PowerPoint, Word, etc.).
- Familiarity with Microsoft Power BI, Vena, ConnectWise, and Sage Intact a plus.
- Familiar with standard concepts, practices, and procedures within IT services and telecommunications industries a strong plus.
- Humor & Fun
- We believe it's important to take time outside of work to spend time with family and keep the wind in our sails.
- We collaborate and value sharing our unique perspectives.
- We're inclusive and create activities that align with people's interests and passions.
- Resilience
- We pride ourselves in meeting high-pressure challenges
- We never quit and demonstrate the ability to see daunting assignments through . successfully.
- Lead by Example
- We demonstrate courage in having crucial (and sometimes "tough") conversations.
- We are reliable and highly accountable in our use of systems and tools.
- Continuous Improvement
- We're creative thinkers who can adapt to evolving situations.
- We're humbly confident, know our stuff, are willing to coach and be coached.
- We're willing to make "healthy" self-sacrifices for the greater good.
- "Team First" Initiative
- We are pro-active and stay on top of training and certifications.
- We willingly take on more responsibility if we see a need and can assist.
- We view individual accountabilities as representing the whole team.
You are able to work in the following environmental and working conditions:
- Prolonged periods of sitting at a desk and working on a computer and phone.
- Work in a general office environment.
- Travel to client and prospect locations with varying conditions.
- You have mental stability and emotional intelligence that enables you to meet all the requirements and qualifications of the position with or without a reasonable accommodation.
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Financial Analyst
Posted 2 days ago
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Job Description
At Sunlighten, we're not just about infrared saunas, we're on a mission to improve lives through innovative health and wellness solutions. As a global leader in infrared sauna therapy with a 25-year legacy of innovation, we've grown from our Kansas City roots to establish a global footprint. With the wellness market projected to reach $7 trillion by 2026, we're proud to lead the way in light science and longevity. We're rapidly expanding and seeking a mission-driven, financially savvy, and inquisitive Financial Analyst to join our Accounting and Finance team. Based in the Kansas City metro area, we offer the best of both worlds: the growth of a global company with the close-knit culture of a local business.
Earlier this year, we acquired Ice Barrel , a leader in cold therapy solutions-marking a pivotal step in expanding our wellness ecosystem and offering complementary modalities that support recovery, mental clarity, and overall vitality. In this role, your primary focus will be financial planning, analysis, and operational support for Ice Barrel, LLC as we scale its operations and integrate it into Sunlighten's broader strategic vision. You'll play a key role in ensuring financial visibility, identifying growth opportunities, and driving informed decisions for this exciting new part of our business.
This role is ideal for someone who thrives in a fast-paced, mission-driven environment and wants to make a meaningful impact through data-driven insights. You'll work closely with cross-functional teams to support strategic decisions and enhance our operations and customer experience.
Duties/Responsibilities:
- Analyze financial data and business trends to support strategic planning and operational decisions across the organization.
- Lead financial planning, reporting, and analysis for Ice Barrel, LLC, including budgeting, forecasting, and evaluating growth opportunities.
- Build and maintain robust financial models for forecasting, budgeting, and scenario planning, particularly around new product lines and sales channels.
- Perform ad hoc analyses and data slicing to uncover insights that drive revenue growth and operational efficiency.
- Partner with sales, marketing, and operations teams to evaluate performance, customer acquisition costs, and ROI of wellness initiatives.
- Support pricing strategies and product profitability analyses for both Sunlighten and Ice Barrel's wellness products.
- Prepare monthly, quarterly, and annual financial reports with actionable insights to guide business decisions.
- Present complex financial information in a clear, compelling way to cross-functional stakeholders-through tools like PowerPoint and data visualization platforms.
- Assist in the development and monitoring of key performance indicators (KPIs) across business units.
- Collaborate on company-wide budgeting and forecasting processes and contribute to special projects such as product launches, cost optimization, and international expansion.
- Bachelor's degree in Finance, Accounting, or a related field
- 2-5 years of experience in financial analysis, preferably in consumer products, wellness, or manufacturing industries
- Strong proficiency in Microsoft Excel and financial modeling
- Experience with financial systems such as NetSuite, QuickBooks, or similar ERP platforms; BI tool experience such as Power BI a plus
- Ability to translate complex data into clear, compelling insights for non-financial stakeholders
- Self-motivated, detail-oriented, and able to manage multiple priorities in a fast-paced environment
- Hybrid Work Schedule: Enjoy the flexibility of working remotely part of the week - M, T, Th, in office.
- Competitive Paid Time Off Policy + Paid Holidays + Floating Holidays
- Fully Equipped Fitness Center On-Site
- Free Lunch Program featuring a James-Beard Award Winning Chef
- Health (HSA & FSA Options), Dental, and Vision Insurance
- 401(k) with company contributions
- Profit Sharing
- Life and Short-Term Disability Insurance
- Professional Development and Tuition Reimbursement
- Associate Discounts on Saunas, Spa Products and Day Spa Services
Sunlighten provides equal employment opportunity. Discrimination of any type will not be tolerated. Sunlighten is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law.
Financial Analyst
Posted 2 days ago
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Job Description
Reporting to the Financial Reporting & Analysis Manager - North America, the Financial Analyst is responsible for reporting the firm's financial results for the North America region to leaders across the firm, from attorney teams to business services functions. The Senior Financial Analyst will analyze data and identify areas where improved profitability and efficiencies can occur. Pivotal to the role is the ability to take financial data and summarize it into succinct reporting.
Key Responsibilities
- Prepare and summarize monthly, quarterly, annual and ad hoc financial reporting by creating and using appropriate datasets leading to streamlined and efficient reporting.
- Prepare management board presentations using new and existing reporting tools.
- Assist in firms' annual budget and quarterly forecasting process. Maintain and enhance financial models, driving improvements to budgeting and forecasting accuracy.
- Review and analyze firms' profitability model, identifying potential areas of growth, improved profitability, and areas to target for further evaluation.
- Analyze financial information to determine present and predict future financial performance.
- Assist with ad-hoc projects and analysis as required by leadership teams.
- Provides training, advice and assistance to less experienced staff.
- Recommend improvements to financial reporting policies, procedures and practices and communicate benefits to management.
- Regularly collaborates with teams from finance, pricing, practice groups, business development, operations and HR both regionally and globally.
- Bachelor's Degree in Finance, Accounting, Business, or related field preferred.
- Advanced proficiency within Microsoft Excel including VBA and Power Pivot with emphasis on highly complex formulas/functions required.
- Experience with Power BI tools is a plus.
- Experience working in a Law Firm or professional services firm would be a major plus.
- Experience with Thomson Reuters 3E would be a plus.
- 2 to 4 years of experience in Business Analytics, FP&A, Strategic Planning or other relevant field.
- Superior analytical skills with experience and understanding of budgeting and forecasting techniques, ad-hoc financial modelling, and data analysis.
- Critical and strategic thinking, with the ability to synthesize data and financial analysis to help shape business decisions
- Strong written and verbal communication skills.
- Ability to handle and maintain confidential information.
- Works mostly independently with minimal supervision. Determines own approach to assigned tasks of moderate complexity OR SENIOR:
Clyde & Co is a leading global law firm, helping organizations successfully navigate risk and maximize opportunity in the sectors that underpin global trade and commercial activity and enable global prosperity, namely: insurance, aviation, marine, construction, energy, trade and natural resources. Globally integrated, Clyde & Co offers a comprehensive range of contentious and non-contentious legal services and commercially-minded legal advice to businesses operating across the world. It is committed to operating in a responsible way by progressing towards a diverse and inclusive workforce that reflects the communities and clients it serves and provides an environment in which everyone can realize their potential; using its legal and professional skills to support its communities through pro bono work, volunteering and charitable partnerships; and minimizing the impact it has on the environment including through a commitment to the SBTi Net-Zero standard and the setting of ambitious emissions reduction targets. The firm has 490 partners, 2400 lawyers, 3200 legal professionals and 5500 people overall in nearly 70 offices and associated offices worldwide. For more information please visit .
Our Values
Our values are the principles that guide the decisions we make, unite us in our endeavors and strengthen our delivery, for our clients and our firm. We:
- Work as one - We are a globally connected team of talented people who act with a firm-first mentality to achieve success
- Excel with clients - We aim high and challenge ourselves to deliver unique excellence for our clients, keeping them at the center of everything we do
- Celebrate difference - We help each other to be at our best and believe our differences result in greater achievement
- Act boldly - We seek new opportunities, take action and learn as we go, recognizing that curiosity drives our development and contributes to growth
Benefits offered include student loan reimbursement; flexible time off; medical, dental, and vision insurance; 401K Safe Harbor contribution; Life/AD&D Disability; Flexible Spending Account; Supplemental Medical Accident Insurance; Supplemental Critical Illness Insurance; Employee Assistance Program; Pet Insurance; Commuter Benefits.
**Principals only**
It is the policy of the Firm to recruit, hire, promote, reassign, compensate and train highly qualified persons without regard to race, color, sex, sexual orientation, gender identity or expression, religion, national origin, age, disability or any other basis protected by applicable law.
Clyde & Co will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the FCIHO.
CLYDE & CO PRIVACY NOTICE:
Financial Analyst
Posted 2 days ago
Job Viewed
Job Description
Description:
- Work collaboratively with client service teams to collect and review data for accuracy and consistency.
- Integrate data from multiple data sources into relevant client reports.
- Prepare routine financial reports for self-funded clients; review financial reports with client service teams.
- Create basic and complex models to analyze, illustrate, and project loss trends.
- Prepare spreadsheets, graphs, charts, diagrams, and other illustrative tools for presentations and reports.
- Use financial modeler and other tools to predict financial impact of health reform on client plans.
- Prepare custom reports and analysis for specific client needs.
- Maintain market data and leverage use of benchmarks across clients.
- Serve as a Subject Matter Expert on financial reporting.
- Leverage internal systems knowledge and utilization within the department and among clients.
- Keep informed of insurance industry developments and products available in the marketplace.
- Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer.
- Participate in internal office meetings as required
- Other responsibilities as assigned
Qualifications:
- Bachelor's degree in a business-related program or equivalent education and/or experience, with an emphasis in math, statistics, or finance required.
- Excellent customer service skills, with the ability to develop strong client relationships with multiple clients
- A working knowledge of welfare benefits with a basic understanding of risk and insurance concepts is preferred
- Excellent computer skills including word processing and spreadsheet expertise
- Excellent organizational and communication skills
- Ability to complete continuing education requirements as needed
- Ability to attend company, department, and team meetings as required, including industry training sessions
- Ability to comply with all company policies and procedures, proactively protecting confidentiality of Client and company information
- Ability to efficiently organize work and manage time in order to meet deadlines
- Ability to travel by automobile and aircraft
- Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
- Ability to work on a computer for a prolonged amount of time
- Ability to work outside of normal business hours as needed
- Legally able to work in the United States
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