11,496 Finance Departments jobs in the United States
Financial Services Analyst
Posted today
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Job Description
Immediate need for a talented Financial Services Analyst. This is a 06+months contract opportunity with long-term potential and is located in Grandview Heights, OH(Hybrid). Please review the job description below and contact me ASAP if you are interested.
Job ID:
Pay Range: $16 - $17/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan.
Key Responsibilities:
- Credit Check : Due to the fiduciary accountabilities within this job, a valid credit check and/or background check will be required as part of the selection process.
- Start date is flexible.
- Looking for contingent worker to work 12 PM to 5 PM Monday through Friday.
- Training will be in office but will only be required to come in 2 days per week either Monday and Tuesday or Tuesday and Wednesday after training is completed.
- Provides prompt efficient service for assigned product and/or service center internal and external customers.
- Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
- Reviews, underwrites, and processes applications for annuity contracts, annuity withdrawals, and life withdrawals in accordance with government regulations, contract provisions, and internal procedures and controls.
- Requests additional information when necessary.
- Communicates with customers, other departments, regional and/or field offices and other industry companies through oral and written communications.
- Maintains appropriate records.
- Provides quality customer service by demonstrating and understanding customer needs and emphasizing timely responses.
- Researches and corrects errors.
- Demonstrates the initiative and flexibility to identify situations that require exception processing and seek alternatives from more experienced personnel.
- Performs other duties as requested.
Key Requirements and Technology Experience:
- Key skills; Customer Service and office equipment
- Excel skills preferred
- Insurance/Financial background preferred
- Four years of work experience. Work experience with undergraduate studies preferred.
- General office practices, customer service, and office equipment. Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred.
- Basic mathematics and problem-solving techniques. Excel skills preferred.
- Ability to prioritize own work within standards.
- Effective written and oral communication skills to interact with customers, team members, and management. Decision making skills necessary for customer contacts.
- Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action. Decision making skills necessary for problem identification and correction.
- Proven ability to operate a CRT and PC.
- High school diploma.
- Undergraduate diploma desirable.
- Participation in technical coursework such as LOMA, CLU, ChFC desirable.
Our client is a leading Insurance Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here .
Financial Analyst - Financial Services
Posted 1 day ago
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Job Description
Hot Opportunity Alert!
Are you ready to take your career to the next level?
We're on the hunt for a Senior Financial Analyst who thrives on data, embraces challenges, and has the skills to make an impact with a growing organization in the financial services industry (specifically banking).
Why Make the Leap?
Incredible Culture: Small family-like environment where ideas are heard, people are valued, and you're not just a number.
Endless Opportunity: Be part of a growing, game-changing team where your contributions matter. No "cookie-cutter" days here-your insight will shape projects, reporting, and profitability across the organization.
️ Innovative Team Collaboration: Work with approachable leadership and a dynamic team that's building something extraordinary.
Career Growth Awaits: If you have a vision, they'll empower you to act on it. Develop with a company that's willing to innovate and invest.
The Role Highlights:
️ Be the bridge for financial intelligence-help turn data into actionable insights.
️ Dive into analytics-heavy initiatives-profitability, forecasting, budgeting, and month-end processes.
️ Collaborate with product and channel managers to refine decision-making tools.
️ Opportunities to improve systems (hello, SQL and PowerBI!) and drive impactful results.
️ Not just "doing" the work but enhancing and molding the organization's path forward.
Remote Flexibility: The team remote., but with scheduled in-person meetups to stay connected. Prefer to be on-site? You can do that, too. Candidate must be within a reasonable commute to HQ.
Why Now?
This is your chance to work with a fun, smart, and growth-driven team making waves in the financial services industry. If you're gainfully employed but looking for somewhere to grow, collaborate, and make an impact-this is it.
Let's discover some mutual possibilities
Requirements - Candidate must possess at least 3 years of experience in the financial services industry as a Financial Analyst or similar role.
- Proficiency in executing Month End Close procedures is essential.
- Experience with Accounts Provisioning is required.
- Demonstrable skills in Budgeting and Forecasting are necessary.
- Must be able to produce Ad Hoc Reporting as per business requirements.
- Knowledge of SQL is a significant advantage.
- Familiarity with Power BI, Microsoft Power BI, or Power Business Intelligence is highly desirable.
- Strong Data Analysis skills are crucial for this role.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
Financial Services
Posted today
Job Viewed
Job Description
Job Description
Are you looking for a rewarding career that allows you to make a significant impact on people's financial futures? We empower individuals to take control of their financial lives through education and personalized financial solutions. As a Financial and Investment Advisor, you will play a crucial role in helping families navigate their financial journeys.
Experience and Licensing: Experience is not required, but you must be motivated and willing to obtain your insurance and/or investment licenses. Full cost of the required licensing is covered. Licensed candidates are also welcome to apply.
What Does an Investment Advisor Representative Do?
As a Financial and Investment Advisor, your primary responsibility will be to provide clients with tailored investment advice and strategies. You will conduct comprehensive Financial Analysis to assess clients' current financial situations and future goals. This analysis helps identify the best investment products and services that align with their needs, whether it's saving for retirement, funding a child's education, or building wealth through investments.
Your role will also involve:
- Educating Clients: Many people lack fundamental knowledge about investing and personal finance. You will educate clients on various investment options, risks, and benefits, empowering them to make informed decisions.
- Building Relationships: Establishing trust is key in this business. You'll build long-term relationships with clients by providing ongoing support and guidance as their financial situations evolve.
- Expanding Your Network: As you grow your client base, you'll have the opportunity to recruit and train new representatives, further expanding your reach and influence within the community.
Qualifications
- No prior experience is necessary; however, a strong desire to learn and succeed is essential.
- Excellent communication and interpersonal skills.
- Self-motivated with a positive attitude.
- Ability to work independently as well as part of a team.
- Strong interpersonal skills with the ability to communicate complex information clearly.
- High level of persistence and resilience in overcoming objections.
- A passion for helping others achieve peace of mind through financial security.
Benefits
- Competitive salary with performance-based bonuses.
- Monthly performance bonuses based.
- Stock awards.
- An opportunity to earn agency ownership.
- Flexible hours and work schedule to promote work-life balance. (full-time and part-time opportunities available!)
If you're ready to take charge of your career while making a positive difference in people's lives, consider joining us as an Financial and Investment Advisor today!
Financial Services
Posted today
Job Viewed
Job Description
Job Description
Are you looking for a rewarding career that allows you to make a significant impact on people's financial futures? We empower individuals to take control of their financial lives through education and personalized financial solutions. As a Financial and Investment Advisor, you will play a crucial role in helping families navigate their financial journeys.
Experience and Licensing: Experience is not required, but you must be motivated and willing to obtain your insurance and/or investment licenses. Full cost of the required licensing is covered. Licensed candidates are also welcome to apply.
What Does an Investment Advisor Representative Do?
As a Financial and Investment Advisor, your primary responsibility will be to provide clients with tailored investment advice and strategies. You will conduct comprehensive Financial Analysis to assess clients' current financial situations and future goals. This analysis helps identify the best investment products and services that align with their needs, whether it's saving for retirement, funding a child's education, or building wealth through investments.
Your role will also involve:
- Educating Clients: Many people lack fundamental knowledge about investing and personal finance. You will educate clients on various investment options, risks, and benefits, empowering them to make informed decisions.
- Building Relationships: Establishing trust is key in this business. You'll build long-term relationships with clients by providing ongoing support and guidance as their financial situations evolve.
- Expanding Your Network: As you grow your client base, you'll have the opportunity to recruit and train new representatives, further expanding your reach and influence within the community.
Qualifications
- No prior experience is necessary; however, a strong desire to learn and succeed is essential.
- Excellent communication and interpersonal skills.
- Self-motivated with a positive attitude.
- Ability to work independently as well as part of a team.
- Strong interpersonal skills with the ability to communicate complex information clearly.
- High level of persistence and resilience in overcoming objections.
- A passion for helping others achieve peace of mind through financial security.
Benefits
- Competitive salary with performance-based bonuses.
- Monthly performance bonuses based.
- Stock awards.
- An opportunity to earn agency ownership.
- Flexible hours and work schedule to promote work-life balance. (full-time and part-time opportunities available!)
If you're ready to take charge of your career while making a positive difference in people's lives, consider joining us as an Financial and Investment Advisor today!
Supervisor, Patient Financial Services - Patient Financial Services
Posted 1 day ago
Job Viewed
Job Description
Supervises staff in Patient Financial Services, overseeing daily team operations to ensure timely billing and collections on accounts receivables using the Epic Resolute Hospital Billing system and clearinghouses. Monitors staff productivity for both quantity and quality, ensuring appropriate actions and documentation are completed. Performs training for staff. Administers progressive disciplinary action, as needed, for performance and policy infractions. Monitors work processes to identify and implement process improvement opportunities. Ensures all billing and collection activities are compliant with federal, state, and industry standards and regulations.
MINIMUM QUALIFICATIONS:
Bachelor's Degree
2 years of experience - hospital billing, processing claim edits, denials, appeals and managing accounts receivable.
Experience with Epic Resolute Hospital Billing or similar hospital billing systems.
In lieu of Bachelor's: 5 years of experience in a lead/supervisory role OR 7+ years of progressive experience in revenue cycle accounts receibable for a large hospital or health system
PREFERRED QUALIFICATIONS:
5 years of experience
CHFP (Certified Healthcare Financial Professional)
CPAM (Certified Patient Account Manager)
CPAT (Certified Patient Account Tech)
**The current salary range for this position is $34.14 to $46.94**
Rady Children's Hospital is committed to compensation that is externally competitive and internally equitable. We demonstrate this commitment by conducting regular market reviews to remain competitive with organizations of similar size in the nonprofit, healthcare sector. The range listed above does not represent the full salary range for the position but is the expected hiring range for qualified candidates. Compensation decisions consider a variety of factors including experience, education, licensure, unique skillsets, organizational need, and internal equity. This posting will remain open from the "date posted" until the hiring manager has determined there is a sufficient applicant pool or until the position is filled.
EOE including disability/vet
Business Analyst - Financial Services
Posted 3 days ago
Job Viewed
Job Description
The FX Connect Product team is seeking a Business Analyst. The individual will primarily be responsible for working with the Product Management team to develop and document detailed functional requirements from high-level business needs. The successful candidate must have strong written and verbal skills and the ability to work independently.
Job Responsibilities:
- Work with the product managers to take high-level business requirements and analyze and define functional requirements including constructing workflow charts, diagrams and screen mockups.
- Documentation of critical information shared during strategy, design, development, and release meetings.
- Administration of system documentation including product development schedules, release schedules, bug tracking, etc.
- Monitor project progress by tracking activity, resolving problems, publishing progress reports, and recommending actions.
- Maintain system protocols by writing and updating internal and external release notes as well as internal training and process materials.
- Communicate and collaborate effectively with many different team members across the business and technology areas.
- Facilitate and perform reviews of the product to ensure key business needs are sufficiently met and that there is consistency in the UI design across the platform.
- Bachelor's (BA/BS or University degree) degree required
- Demonstrated excellent written and oral communication skills.
- 3+ years of business analysis experience.
- Excellent prioritization and resource management skills
- Advanced skills with MS Office suite (including Excel, PowerPoint, Visio)
- Demonstrated skill driving results with imperfect information
- Strong analytical, communication, organization and interpersonal skills.
- Financial services industry experience. FX specifically a plus but not required
- Trading System Workflow and User Experience design experience a plus
- Detail oriented and self-motivated
#LI-JW1
Credit Analyst - Financial Services
Posted 1 day ago
Job Viewed
Job Description
We are looking for a motivated Credit Analyst to join our team in Delray Beach, Florida. In this role, you will play a pivotal part in managing credit risk for our clients. This position offers a unique opportunity to build strong analytical skills, work on complex financial models, and collaborate closely with internal and external stakeholders. If you are passionate about finance and eager to develop your career in a dynamic environment, we encourage you to apply.
Responsibilities:
- Review credit agreements and related documentation to extract and apply borrowing base provisions accurately.
- Assist in client communications related to compliance and reporting, providing clear and precise updates.
- Contribute to the standardization of templates and workflows to improve operational efficiency.
- Perform quality control checks to ensure accuracy and consistency in data and financial models.
- Conduct reviews of underwriting and funding activities to verify compliance and accuracy.
- Support valuation processes by updating financial models and maintaining critical assumptions.
- Monitor cash flow activities, including invoice tracking, payment reconciliation, and waterfall analyses for specialized asset fundings.
Requirements
- Bachelor's degree in Finance, Economics, Accounting, or a related field.
- 2-6 years of Credit Analysis
- Advanced proficiency in Excel
- Excellent organizational and communication skills, with the ability to manage multiple priorities effectively.
- Demonstrated capability to thrive in a fast-paced environment and meet tight deadlines.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use ( .
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Graduate Analyst - Financial Services
Posted 7 days ago
Job Viewed
Job Description
Responsibilities:
- Assist senior analysts and associates in conducting market research and financial analysis.
- Gather and process financial data from various sources for reporting and modeling purposes.
- Support the creation of client presentations, pitch books, and internal reports.
- Help in building and maintaining financial models and valuation analyses.
- Participate in team meetings and contribute to discussions on market trends and investment opportunities.
- Conduct due diligence on potential investments or clients.
- Assist with ad-hoc projects and administrative tasks as required by the team.
- Learn and apply various financial analysis tools and software.
- Develop a foundational understanding of financial products and services.
- Observe and learn from experienced professionals in the financial services industry.
- Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Business, or a related quantitative field.
- Strong academic performance with a minimum GPA of 3.5.
- Demonstrated interest in financial markets and the financial services industry.
- Excellent analytical and quantitative skills, with the ability to interpret data.
- Proficiency in Microsoft Excel and PowerPoint.
- Strong written and verbal communication skills.
- Ability to work effectively both independently and as part of a team.
- High level of attention to detail and accuracy.
- Strong organizational and time management skills.
- Eagerness to learn and a proactive attitude.
Junior Analyst, Financial Services
Posted 7 days ago
Job Viewed
Job Description
The Junior Analyst will play a crucial role in supporting various departments, including investment banking, asset management, and corporate finance. Key responsibilities will involve data gathering and analysis, financial modeling, market research, and preparing client presentations. You will work closely with senior analysts and portfolio managers, gaining exposure to a wide range of financial instruments and strategies. This position requires a strong understanding of financial principles and quantitative skills.
The ideal candidate will possess a Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. Demonstrated proficiency in Microsoft Excel, including advanced functions and data manipulation, is essential. Experience with financial modeling software and databases like Bloomberg or Refinitiv Eikon is a significant plus. Strong analytical and problem-solving abilities, coupled with excellent written and verbal communication skills, are paramount. You should be capable of working independently and as part of a team, managing multiple tasks, and meeting deadlines in a fast-paced environment.
This role provides an exceptional opportunity for professional growth and development within the financial services industry. You will receive mentorship from experienced professionals and have access to ongoing training programs. The hybrid work model allows for three days in the office for collaborative work and team meetings, and two days remotely for focused individual tasks. Join us to build a successful career in a challenging and rewarding environment.
Junior Analyst, Financial Services
Posted 7 days ago
Job Viewed
Job Description
As a Junior Analyst Intern, you will assist senior team members with various analytical tasks, including data collection, processing, and reporting. You will gain exposure to financial modeling, market research, performance analysis, and potentially contribute to client-facing projects. Responsibilities may include preparing financial statements, analyzing investment portfolios, supporting due diligence processes, and creating presentations for management review. This internship is designed to provide a comprehensive understanding of financial operations within a dynamic corporate environment.
The ideal candidate is currently pursuing or has recently completed a Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. A strong academic record is essential, with a demonstrated interest in financial markets and corporate finance. Proficiency in Microsoft Excel, including advanced functions such as pivot tables, VLOOKUP, and basic macros, is required. Familiarity with financial databases (e.g., Bloomberg, Refinitiv) is a plus. Excellent analytical, problem-solving, and quantitative skills are a must.
We are looking for individuals who are detail-oriented, possess strong written and verbal communication skills, and are eager to learn and contribute. You should be able to work effectively both independently and as part of a collaborative team. This internship provides a fantastic platform to build your network, enhance your resume, and explore potential career paths within the financial services sector. The program typically runs for (Specify Duration, e.g., 10-12 weeks) and may lead to full-time employment opportunities for exceptional performers. Join us in **Des Moines, Iowa, US**, and take the first step in launching your career.
Responsibilities:
- Assist with financial data analysis, including data gathering, entry, and validation.
- Support the preparation of financial reports and presentations.
- Conduct market research and competitive analysis.
- Help build and maintain financial models.
- Assist in the reconciliation of financial statements and accounts.
- Learn and apply company policies and procedures.
- Collaborate with team members on various analytical projects.
- Contribute to process improvements within the finance department.
- Currently pursuing or recently completed a Bachelor's degree in Finance, Economics, Accounting, or related field.
- Strong academic performance.
- Proficiency in Microsoft Excel (pivot tables, VLOOKUP, formulas).
- Excellent analytical and quantitative skills.
- Strong written and verbal communication abilities.
- Eagerness to learn and contribute in a professional environment.
- Ability to work effectively in a hybrid setting.