4,809 Financial Data jobs in the United States
Financial Data and Reporting Ops Analyst
08534 Pennington, New Jersey
Bank of America
Posted 4 days ago
Job Viewed
Job Description
Financial Data and Reporting Ops Analyst
Pennington, New Jersey
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Financial Data and Reporting Ops Analyst is responsible for overseeing the accuracy and timeliness of delivery for statements, fee disclosures, confirmations and other correspondence sent to 401(k) plan participants and sponsors.
+ Complete inline quality assurance testing of various statements and correspondence to validate that information on the document matches data from the system of record
+ Partner with line of business and product owners to resolve discrepancies between the document and system of record
+ Review reporting to reconcile statements and correspondence ordered to match volumes delivered to clients
+ Complete user acceptance testing for development of new correspondence and changes to existing templates
**Responsibilities:**
+ Performs moderately complex activities supporting credit disputes, escalations, and tax reporting while following established written procedures and guidelines and ensuring accurate and timely delivery
+ Researches and resolves moderately complex financial data requests or exceptions based on analysis of assembled data in an accurate and timely manner
+ Performs routine analytics, report creation, and exception processing
+ Identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units and escalates risk concerns, as appropriate
+ Provides quality service and support for internal business partners and external clients
**Skills:**
+ Customer and Client Focus
+ Oral Communications
+ Written Communications
+ Adaptability
+ Attention to Detail
+ Critical Thinking
+ Problem Solving
+ Active Listening
+ Collaboration
+ Result Orientation
+ Stakeholder Management
**Schedule:** Monday - Friday | 8:00am - 5:00pm
**Enterprise position overview**
**This job is responsible for handling moderately complex operations processes related to credit disputes, escalations and tax reporting. Key responsibilities include analysis, research, reconciliation, reporting data validation and resolution of issues and identified customer requests which may carry high levels of risk within enterprise risk categories. Job expectations include handling moderately complex transaction processing, reconciliation, and resolution of research requests to clients, consumer reporting agencies or taxing authorities, consulting with management for support.**
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Pennington, New Jersey
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Financial Data and Reporting Ops Analyst is responsible for overseeing the accuracy and timeliness of delivery for statements, fee disclosures, confirmations and other correspondence sent to 401(k) plan participants and sponsors.
+ Complete inline quality assurance testing of various statements and correspondence to validate that information on the document matches data from the system of record
+ Partner with line of business and product owners to resolve discrepancies between the document and system of record
+ Review reporting to reconcile statements and correspondence ordered to match volumes delivered to clients
+ Complete user acceptance testing for development of new correspondence and changes to existing templates
**Responsibilities:**
+ Performs moderately complex activities supporting credit disputes, escalations, and tax reporting while following established written procedures and guidelines and ensuring accurate and timely delivery
+ Researches and resolves moderately complex financial data requests or exceptions based on analysis of assembled data in an accurate and timely manner
+ Performs routine analytics, report creation, and exception processing
+ Identifies risk and opportunities for process improvement based on an understanding the work impacts other operational units and escalates risk concerns, as appropriate
+ Provides quality service and support for internal business partners and external clients
**Skills:**
+ Customer and Client Focus
+ Oral Communications
+ Written Communications
+ Adaptability
+ Attention to Detail
+ Critical Thinking
+ Problem Solving
+ Active Listening
+ Collaboration
+ Result Orientation
+ Stakeholder Management
**Schedule:** Monday - Friday | 8:00am - 5:00pm
**Enterprise position overview**
**This job is responsible for handling moderately complex operations processes related to credit disputes, escalations and tax reporting. Key responsibilities include analysis, research, reconciliation, reporting data validation and resolution of issues and identified customer requests which may carry high levels of risk within enterprise risk categories. Job expectations include handling moderately complex transaction processing, reconciliation, and resolution of research requests to clients, consumer reporting agencies or taxing authorities, consulting with management for support.**
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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0
Database Developer - Financial Data Management
19117 Philadelphia, Pennsylvania
4 Staffing Corp
Posted 23 days ago
Job Viewed
Job Description
About the job Database Developer - Financial Data Management
Job Title: Database Developer - Financial Data Management
Location: Telecommute (4 days remote, 1 day in office) - Must reside within 35 miles of Philadelphia, PA (Tri-State area - PA, DE, NJ)
Job Type: Direct Hire (U.S. Citizens/Green Card Holders Only - No C2C)
Salary: Competitive (Dependent on Experience) with Bonus Opportunities
Summary:
Our client, a large financial services company, is seeking a skilled Database Developer with a strong background in data management and reporting, particularly in the financial services sector. This role will focus on maintaining SQL Server tasks related to data management for their clients' Data Repository and Data Warehouse. The ideal candidate should have a deep technical skill set, advanced knowledge of SQL Server applications, and excellent communication skills.
Key Responsibilities:
- Design and maintain complex SSIS packages and SSRS reports for financial applications.
- Manage database object deployments and version control.
- Collaborate with DBAs to design, implement, and maintain business continuity and disaster recovery plans.
- Support application teams in database development, automation, and job scheduling.
- Ensure data integrity between different environments.
- Work closely with the development team to provide support for database objects and perform code reviews.
- Support the build and deployment processes, including packaging of database objects and documentation.
- Strong technical and analytical skills in designing and developing reporting and analytical processes for financial applications.
- An understanding of the financial services sector.
- Effective communication skills, both with technical peers and management.
- Advanced knowledge of SQL Server applications and related tools (SSIS/SSRS/SSAS). Experience with Snowflake is a must.
- Solid grasp of system architecture concepts and best practices.
- Bachelors Degree in computer/information sciences or equivalent.
- Desire to excel as a Database Developer.
- Minimum of three (3) years of experience as a Database Developer/Programmer.
- Proficiency in data warehousing environments.
- Experience with SSRS, SSIS, and Snowflake.
- Good understanding of .NET technologies.
- Strong technical documentation skills.
Please Note: This is a telecommute role with a requirement to spend one day per week in the office. Candidates must reside within the Tri-State area of Philadelphia, PA (PA, DE, NJ).
If you are a seasoned Database Developer with the required expertise and are ready to contribute to the financial data management sector, we encourage you to apply.
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1
Financial Data Architect
32795 Lake Mary, Florida
RIT Solutions
Posted 3 days ago
Job Viewed
Job Description
Data Architect
Our client, a top tier Management & Strategy Consulting firm is looking for an experienced Data Architect to join a top tier client. The ideal candidate will have a strong background in data architecture, with expertise in Snowflake, Erwin, fund accounting, and portfolio accounting. As a Data Architect, you will be responsible for designing, implementing, and optimizing data solutions that support.
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2
Financial Data Scientist
80020 Thornton, Colorado
Viega LLC
Posted 10 days ago
Job Viewed
Job Description
Job-ID: 16360; Location(s): Broomfield, CO
Job Description Summary
We are looking for a skilled and motivated Financial Data Scientist to join our dynamic team. The ideal candidate has hands-on experience with Python, R, SQL, Excel, and tools like Snowflake and Power BI. You'll work with large financial datasets to build predictive models, perform statistical analysis, and deliver insights that support strategic decisions. A strong understanding of machine learning and financial valuation is essential, along with the ability to clearly communicate complex findings to non-technical stakeholders. This role blends technical expertise with collaboration and a focus on accuracy, service, and continuous improvement.
What You'll Do:
Business Intelligence and Data Visualization
Knowledge, Skills and Abilities
Wondering if you should apply? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Viega, we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role but don't check every box in the qualifications section, we encourage you to apply anyway. You may be just the right candidate for this or other positions we have in the future.
Total Rewards Package :
Compensation
Your contact person:
Johnathan Nuthall
#LI-Hybrid
The future needs people like you to shape it.
Apply to Viega now.
Job Description Summary
We are looking for a skilled and motivated Financial Data Scientist to join our dynamic team. The ideal candidate has hands-on experience with Python, R, SQL, Excel, and tools like Snowflake and Power BI. You'll work with large financial datasets to build predictive models, perform statistical analysis, and deliver insights that support strategic decisions. A strong understanding of machine learning and financial valuation is essential, along with the ability to clearly communicate complex findings to non-technical stakeholders. This role blends technical expertise with collaboration and a focus on accuracy, service, and continuous improvement.
What You'll Do:
Business Intelligence and Data Visualization
- Analyze large and complex datasets to identify key trends, patterns, and performance drivers
- Ensure data integrity and accuracy within business intelligence platforms through ongoing validation and monitoring
- Translate business needs into clear technical specifications for data and reporting solutions
- Manage and optimize databases, including the design, development, and testing of data capture, transformation, and integration processes
- Clean, filter, and validate data; troubleshoot reporting errors and resolve performance issues
- Continuously improve data workflows and quality control processes to enhance the reliability and value of analytics
- Provide oversight for testing, support, and quality assurance efforts related to data systems and BI initiatives
- Establish and maintain policies and procedures for data collection, processing, and analysis
- Partner with IT to support the implementation of software and hardware upgrades aligned with analytics and reporting needs
- Monitor the effectiveness of financial models and reporting strategies, recommending adjustments as necessary
- Evaluate and apply new analytical techniques and methodologies to enhance reporting capabilities
- Lead and support project management efforts for business intelligence initiatives, ensuring timely delivery and alignment with strategic goals
- Generate standard or custom reports summarizing business, financial, or economic data for review by executives, managers, sales, marketing and other stakeholders.
- Synthesize current business intelligence or trend data to support recommendations for action.
- Collect business intelligence data from available industry reports, public information, field reports, or purchased sources.
- Develop the automation of recurring reports and support ad-hoc requests as needed.
- Develop and implement predictive models to forecast financial outcomes such as revenue, expenses, and market trends.
- Produce and update the monthly finance forecast and annual sales budget, integrating historical trends, external market signals, and inputs from marketing and sales.
- Assists with questions regarding sales performance, deviations from forecast, potential countermeasures, pricing, etc.
- Proactively develop, coordinate, conduct and/or provide training for users as needed
- Supports Finance and cross-functional teams as needed and/or required.
- Attends meetings as required and/or assigned.
- Perform other duties as required and/or assigned.
- May be required to travel up to 10% of the time
- Complies with safety rules and guidelines
Knowledge, Skills and Abilities
- Strong programming and analytical skills using tools such as Python, R, SQL, Excel (including macros/scripting) for data analysis, modeling, and reporting.
- Experience working with large datasets and modern data platforms (e.g., Snowflake, SAP, Redshift) along with proficiency in Power BI for dashboarding and data storytelling.
- Solid foundation in statistics, machine learning, and financial modeling, with the ability to analyze, interpret, and present complex data to support business decisions.
- Deep understanding of financial concepts and business drivers, with the ability to apply this knowledge in a data science context.
- Skilled in querying, reporting tools, and working with relational databases and cloud-based data solutions.
- Excellent communication skills, both verbal and written, with the ability to explain technical concepts to non-technical stakeholders at all levels.
- Demonstrated strengths in problem-solving, critical thinking, attention to detail, and a methodical, self-driven approach to tasks and projects.
- Ability to perform with superior service, reflecting a positive company image while sustaining a positive attitude with those you interact with; always going above and beyond to help others out, regardless of their position or department.
- Strong attention to detail, time management skills and a self-starter approach.
- Bachelor's Degree in Finance, Accounting, Business Analytics, Data Science, Economics, or a related field.
- 5-7+ years of relevant work experience required
- Industry experience strongly encouraged
- Equivalent combinations of education and experience may be considered.
Wondering if you should apply? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Viega, we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role but don't check every box in the qualifications section, we encourage you to apply anyway. You may be just the right candidate for this or other positions we have in the future.
Total Rewards Package :
Compensation
- Base: $89,000 to $122,000 annually, based on specific compensable factors including, but not limited to education, work experience, and geographic market.
- Bonus: This role will be eligible for participation in a discretionary annual bonus program, pursuant to which an employee may be awarded a percentage of their salary based on the company's performance and their own individual performance.
- Medical, Dental, Vision
- Wellness Program
- Health Savings Account (HSA) with a company contribution
- Voluntary Benefits (Life, AD&D, Disability)
- 401(k) retirement plan with a 7.5% company contribution
- Time Off Programs - 22 days Paid Time Off (PTO), 9 Company Holidays, 2 Volunteer Days
- Posting date: 08/12/2025
- The application deadline for this job is: 09/12/2025
Your contact person:
Johnathan Nuthall
#LI-Hybrid
The future needs people like you to shape it.
Apply to Viega now.
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3
Financial Data Engineer
Missouri, Missouri
Equifax
Posted 10 days ago
Job Viewed
Job Description
Equifax is where you can power your possible. If you want to achieve your true potential, chart new paths, develop new skills, collaborate with bright minds, and make a meaningful impact, we want to hear from you.
This is an exciting opportunity for a highly motivated and skilled Data Engineer to join the Finance Business Intelligence team at Equifax Workforce Solutions and play a pivotal role in shaping our data landscape. The Data Engineer is instrumental in driving data-driven decisions by designing, developing, and maintaining robust and scalable data pipelines and architectures. This dynamic role involves extracting, transforming, and loading (ETL) large and complex datasets from diverse systems, ensuring the utmost data quality, accuracy, and accessibility for critical reporting and insightful analytics. You'll collaborate closely with financial analysts and business stakeholders, translating their data requirements into cutting-edge, efficient data solutions. Beyond building new infrastructure, you'll also be responsible for optimizing existing data infrastructure for peak performance and unwavering reliability, directly supporting the creation of essential financial dashboards and strategic business intelligence. We're looking for someone who thrives on solving complex data challenges and is passionate about empowering the finance organization with actionable insights.
What you'll do:
- Apply the knowledge of data characteristics and data supply pattern, develop rules and tracking process to support data quality model.
- Prepare data for analytical use by building data pipelines to gather data from multiple sources and systems.
- Integrate, consolidate, cleanse and structure data for use by our clients in our solutions.
- Perform design, creation, and interpretation of large and highly complex datasets.
- Stay up-to-date with the latest trends and advancements in GCP and related technologies, actively proposing and evaluating new solutions.
- Understand best practices for data management, maintenance, reporting and security and use that knowledge to implement improvements in our solutions.
- Implement security best practices in pipelines and infrastructure.
- Develop and implement data quality checks and troubleshoot data anomalies.
- Provide guidance and mentorship to junior data engineers.
- Review dataset implementations performed by junior data engineers.
- BS degree in a STEM major or equivalent discipline; Master's Degree strongly preferred
- 5+ years of experience as a data engineer or related role
- Cloud certification strongly preferred
- Advanced skills using programming languages such as Python or SQL and intermediate level experience with scripting languages
- Intermediate level understanding and experience with Google Cloud Platforms and overall cloud computing concepts, as well as basic knowledge of other cloud environments
- Experience building and maintaining moderately-complex data pipelines, troubleshooting issues, transforming and entering data into a data pipeline in order for the content to be digested and usable for future projects
- Experience designing and implementing moderately complex data models and experience enabling optimization to improve performance
- Demonstrates advanced Git usage and CI/CD integration skills
- Google Cloud and Big Data Competency
- Experience in AI/ML engineering
- Strong communication skills of analytical results to technical and non-technical audiences alike
- Skilled problem solver with ability to analyze information to make an independent decision
- Strong organizational and multitasking skills and ability to follow up on outstanding issues and meet deadlines in a high-demand environment
- Ability to learn and understand new technologies quickly
#LI-JD1
#LI-Hybrid
We offer comprehensive compensation and healthcare packages, 401k matching, paid time off, and organizational growth potential through our online learning platform with guided career tracks.
Are you ready to power your possible? Apply today, and get started on a path toward an exciting new career at Equifax, where you can make a difference!
Primary Location:
USA-St. Louis-Clayton
Function:
Function - Data and Analytics
Schedule:
Full time
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4
Financial Data Architect
32795 Lake Mary, Florida
RIT Solutions, Inc.
Posted 23 days ago
Job Viewed
Job Description
Our client, a top tier Management & Strategy Consulting firm is looking for an experienced Data Architect to join a top tier Client. The ideal candidate will have a strong background in data architecture, with expertise in Snowflake, Erwin, fund accounting, and portfolio accounting. As a Data Architect, you will be responsible for designing, implementing, and optimizing data solutions that support financial data management, analytics, and reporting, ensuring high performance, scalability, and security.
Qualification & Responsibilities:
• Design and implement scalable and efficient data architectures to support the company's financial data needs, leveraging Snowflake for cloud-based data solutions.
• Data Modelling : Use Erwin or similar tools to develop logical, physical, and conceptual data models for portfolio and fund accounting data.
• ETL Processes : Collaborate with data engineers to build and optimize ETL pipelines to process large datasets from various financial systems.
• Integration with Financial Systems : Ensure seamless integration of data between accounting systems, portfolio management systems, and data warehouse solutions.
• Data Governance : Establish data governance practices, including data quality, data security, and metadata management.
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5
Financial Data Analyst
06030 Farmington, Connecticut
Robert Half
Posted 2 days ago
Job Viewed
Job Description
Description We are looking for a skilled Financial Data Analyst to join our team on a long-term contract basis. This role offers an exciting opportunity to leverage advanced analytical techniques and tools to drive impactful financial insights and reporting. If you have a passion for data modeling, analytics, and innovative technologies, we encourage you to apply.
Responsibilities:
- Develop comprehensive financial models and perform in-depth data analysis to support strategic decision-making.
- Utilize advanced statistical techniques, including linear regression and clustering, to analyze financial trends and patterns.
- Conduct detailed financial and operational reporting to identify areas for improvement and growth.
- Collaborate with cross-functional teams to ensure accurate representation of data insights.
- Apply artificial intelligence methodologies to enhance data processing and predictive analytics.
- Design and implement dashboards using tools such as Tableau, Power BI, and Alteryx to visualize key metrics.
- Monitor financial markets and assess their impact on organizational performance.
- Deliver actionable recommendations based on analytical findings to stakeholders.
- Maintain and optimize data systems to ensure efficient handling and reporting of information.
- Stay updated on industry best practices and emerging technologies in data analytics. Requirements - Proven experience in financial data analysis and reporting.
- Strong proficiency in data modeling and statistical analysis techniques.
- Hands-on experience with Tableau, Power BI, and Alteryx for data visualization.
- Familiarity with artificial intelligence tools and their application in analytics.
- Solid understanding of financial markets and their impact on business operations.
- Ability to work collaboratively with cross-functional teams and communicate complex findings effectively.
- Strong analytical mindset with attention to detail and problem-solving skills.
- Bachelor's degree in finance, data analytics, or a related field; advanced degree preferred.
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 ( .
Responsibilities:
- Develop comprehensive financial models and perform in-depth data analysis to support strategic decision-making.
- Utilize advanced statistical techniques, including linear regression and clustering, to analyze financial trends and patterns.
- Conduct detailed financial and operational reporting to identify areas for improvement and growth.
- Collaborate with cross-functional teams to ensure accurate representation of data insights.
- Apply artificial intelligence methodologies to enhance data processing and predictive analytics.
- Design and implement dashboards using tools such as Tableau, Power BI, and Alteryx to visualize key metrics.
- Monitor financial markets and assess their impact on organizational performance.
- Deliver actionable recommendations based on analytical findings to stakeholders.
- Maintain and optimize data systems to ensure efficient handling and reporting of information.
- Stay updated on industry best practices and emerging technologies in data analytics. Requirements - Proven experience in financial data analysis and reporting.
- Strong proficiency in data modeling and statistical analysis techniques.
- Hands-on experience with Tableau, Power BI, and Alteryx for data visualization.
- Familiarity with artificial intelligence tools and their application in analytics.
- Solid understanding of financial markets and their impact on business operations.
- Ability to work collaboratively with cross-functional teams and communicate complex findings effectively.
- Strong analytical mindset with attention to detail and problem-solving skills.
- Bachelor's degree in finance, data analytics, or a related field; advanced degree preferred.
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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6
Financial Data Analyst
33027 Miramar, Florida
CAI
Posted 2 days ago
Job Viewed
Job Description
**Job ID Number**
R5978
**Employment Type**
Full time
**Worksite Flexibility**
Onsite
**Job Summary**
We are looking for a motivated Financial Data Analyst ready to take us to the next level! If you have financial management experience, strong analytical skills and advanced Excel expertise, and are looking for your next career move, apply now.
**Job Description**
We are looking for a **Financial Data Analyst** to track, monitor, analyze, and report on the performance and status of IT Product Construction projects. The role supports portfolio management decision-making by providing insights into project financial performance, resource allocation, risk mitigation, and strategic alignment. The analyst will assist in identifying trends and areas for process improvement, while collaborating with various teams. The role involves working closely with project managers, stakeholders, and executive leadership to develop dashboards, reports, and presentations that facilitate financial transparency and project success. In essence, the Financial Data Analyst acts as a bridge between project data and decision-making, enabling the PMO to effectively manage projects, optimize performance, and achieve strategic objectives. This position will be a **contract** and **onsite in Miramar, FL.**
**Due to the specific legal and contractual requirements associated with this position, this role will be direct employment with CAI. This position does not offer work authorization sponsorship now or in the future.**
**What You'll Do**
+ Gather and analyze data from various project management systems and tools to track project performance against key performance indicators (KPIs), budgets, and timelines. Collect, validate, and analyze project data related to schedules, budgets, risks, and resources
+ Develop and distribute regular project reports, dashboards, and other visualizations to communicate project performance to stakeholders. Identify trends, patterns, and issues through data analysis and recommend corrective actions
+ Ensure the accuracy, completeness, and consistency of project data across the PMO
+ Identify opportunities to improve processes based on data analysis and best practices
+ Collaborate with project teams to improve data collection processes and reporting methods. Assist project managers and teams with data-related tasks, such as creating reports, analyzing data, and troubleshooting issues
+ Support the implementation of new reports, tools, and processes. Assist in the development and maintenance of project documentation and data standards
+ Identify and analyze potential risks based on project data and assist in the development of risk mitigation strategies
+ Effectively communicate data insights and recommendations to stakeholders at various levels of the organization
+ Responsible for budget management for the scope they are accountable for. Manage internal labor in collaboration with Project Managers against the budget. Solid understanding of accounting rules for expense and capital activities
**What You'll Need**
Required:
+ Bachelor's degree in business, Data Analytics, Information Systems, or related field
+ 5+ years of financial management experience. Experience in forecasting, budgeting, and month-end close activities
+ 5+ years of advanced knowledge/experience with MS Excel. Advanced Excel skills, including power-pivots, VLOOKUP, and nesting formulas.
+ 5+ years of experience in data analysis, preferably within a PMO or project environment
+ 5+ years of demonstrated experience with data visualization and reporting tools
+ 5+ years of experience communicating with various levels within an organization
+ 3+ years of experience creating presentations in PowerPoint and presenting to executive stakeholders
+ Must be proficient in Microsoft Office (MS Word, Excel, PowerPoint)
+ Experience in data analysis tools like Excel, SQL, Tableau, or Power BI
Preferred:
+ Proven experience implementing or improving processes using Excel/data
+ Strong analytical and problem-solving skills
+ Excellent communication and interpersonal skills
+ Experience with Agile, Waterfall, or hybrid project management methodologies
+ Familiarity with project management tools like Jira, Microsoft Project, or Trello
+ Financial analytical skills, including spend curves, burn-rate, and rate-volume analysis.
**Physical Demands**
+ Ability to safely and successfully perform essential job functions consistent with the ADA and other standards
+ Sedentary work involving sitting or remaining stationary most of the time with occasional movement around the office
+ Ability to conduct repetitive tasks on a computer, utilizing a mouse, keyboard, and monitor
The pay range for this position is $40.00-$46.00 per hour (USD). Exact compensation may vary based on several factors, including location, experience, and education. Benefit packages for this role includes medical, dental, and vision insurance, as well as 401k retirement account access. Employees in this role may also be entitled to paid sick leave as provided by applicable law.
#LI-AL2
**Reasonable Accommodation Statement**
If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employment selection process, please direct your inquiries to or (888) 824 - 8111.
**Equal Employment Opportunity Policy Statement**
CAI is committed to equal employment opportunity. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability, or veteran status. All employment decisions are based on valid job requirements, including hiring, promotion, and compensation. Harassment and retaliation are prohibited.
R5978
**Employment Type**
Full time
**Worksite Flexibility**
Onsite
**Job Summary**
We are looking for a motivated Financial Data Analyst ready to take us to the next level! If you have financial management experience, strong analytical skills and advanced Excel expertise, and are looking for your next career move, apply now.
**Job Description**
We are looking for a **Financial Data Analyst** to track, monitor, analyze, and report on the performance and status of IT Product Construction projects. The role supports portfolio management decision-making by providing insights into project financial performance, resource allocation, risk mitigation, and strategic alignment. The analyst will assist in identifying trends and areas for process improvement, while collaborating with various teams. The role involves working closely with project managers, stakeholders, and executive leadership to develop dashboards, reports, and presentations that facilitate financial transparency and project success. In essence, the Financial Data Analyst acts as a bridge between project data and decision-making, enabling the PMO to effectively manage projects, optimize performance, and achieve strategic objectives. This position will be a **contract** and **onsite in Miramar, FL.**
**Due to the specific legal and contractual requirements associated with this position, this role will be direct employment with CAI. This position does not offer work authorization sponsorship now or in the future.**
**What You'll Do**
+ Gather and analyze data from various project management systems and tools to track project performance against key performance indicators (KPIs), budgets, and timelines. Collect, validate, and analyze project data related to schedules, budgets, risks, and resources
+ Develop and distribute regular project reports, dashboards, and other visualizations to communicate project performance to stakeholders. Identify trends, patterns, and issues through data analysis and recommend corrective actions
+ Ensure the accuracy, completeness, and consistency of project data across the PMO
+ Identify opportunities to improve processes based on data analysis and best practices
+ Collaborate with project teams to improve data collection processes and reporting methods. Assist project managers and teams with data-related tasks, such as creating reports, analyzing data, and troubleshooting issues
+ Support the implementation of new reports, tools, and processes. Assist in the development and maintenance of project documentation and data standards
+ Identify and analyze potential risks based on project data and assist in the development of risk mitigation strategies
+ Effectively communicate data insights and recommendations to stakeholders at various levels of the organization
+ Responsible for budget management for the scope they are accountable for. Manage internal labor in collaboration with Project Managers against the budget. Solid understanding of accounting rules for expense and capital activities
**What You'll Need**
Required:
+ Bachelor's degree in business, Data Analytics, Information Systems, or related field
+ 5+ years of financial management experience. Experience in forecasting, budgeting, and month-end close activities
+ 5+ years of advanced knowledge/experience with MS Excel. Advanced Excel skills, including power-pivots, VLOOKUP, and nesting formulas.
+ 5+ years of experience in data analysis, preferably within a PMO or project environment
+ 5+ years of demonstrated experience with data visualization and reporting tools
+ 5+ years of experience communicating with various levels within an organization
+ 3+ years of experience creating presentations in PowerPoint and presenting to executive stakeholders
+ Must be proficient in Microsoft Office (MS Word, Excel, PowerPoint)
+ Experience in data analysis tools like Excel, SQL, Tableau, or Power BI
Preferred:
+ Proven experience implementing or improving processes using Excel/data
+ Strong analytical and problem-solving skills
+ Excellent communication and interpersonal skills
+ Experience with Agile, Waterfall, or hybrid project management methodologies
+ Familiarity with project management tools like Jira, Microsoft Project, or Trello
+ Financial analytical skills, including spend curves, burn-rate, and rate-volume analysis.
**Physical Demands**
+ Ability to safely and successfully perform essential job functions consistent with the ADA and other standards
+ Sedentary work involving sitting or remaining stationary most of the time with occasional movement around the office
+ Ability to conduct repetitive tasks on a computer, utilizing a mouse, keyboard, and monitor
The pay range for this position is $40.00-$46.00 per hour (USD). Exact compensation may vary based on several factors, including location, experience, and education. Benefit packages for this role includes medical, dental, and vision insurance, as well as 401k retirement account access. Employees in this role may also be entitled to paid sick leave as provided by applicable law.
#LI-AL2
**Reasonable Accommodation Statement**
If you require a reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employment selection process, please direct your inquiries to or (888) 824 - 8111.
**Equal Employment Opportunity Policy Statement**
CAI is committed to equal employment opportunity. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability, or veteran status. All employment decisions are based on valid job requirements, including hiring, promotion, and compensation. Harassment and retaliation are prohibited.
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7
Financial Data Analyst
49202 Jackson, Michigan
Robert Half
Posted 2 days ago
Job Viewed
Job Description
Description
We are looking for a skilled Financial Data Analyst to join our team in Jackson, Michigan. This long-term contract position offers an exciting opportunity to collaborate with supply chain teams to optimize logistics operations and drive financial insights. The ideal candidate will excel in data manipulation, financial reporting, and analytical thinking while supporting forecasting and budgeting processes.
Responsibilities:
- Analyze financial data to support supply chain logistics, including freight costs and warehouse operations.
- Utilize tools such as Excel, Access, and TMS to manage and manipulate data effectively.
- Develop and maintain background tables to ensure accurate reporting and forecasting.
- Review and validate operating expenses, team utilizations, and travel and entertainment costs.
- Prepare forecasts, budgets, and margin analyses by customer to guide decision-making.
- Collaborate with finance team members across different regions to align on financial goals.
- Generate detailed reports and insights to support restructuring and reclassification initiatives.
- Support project planning by providing actionable financial analysis and recommendations.
- Ensure compliance with financial planning and analysis (FP& A) standards and protocols.
- Drive process improvements to enhance overall data accuracy and reporting efficiency.
Requirements
- Strong background in financial analysis and data manipulation.
- Proficiency in Microsoft Excel, including advanced formulas and functions.
- Experience with data tools such as Access and TMS.
- Knowledge of supply chain logistics and global operations.
- Familiarity with forecasting, budgeting, and margin analysis.
- Analytical mindset with the ability to provide actionable insights.
- Excellent communication and collaboration skills.
- Previous experience in financial planning and analysis (FP& A) roles.
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 ( .
We are looking for a skilled Financial Data Analyst to join our team in Jackson, Michigan. This long-term contract position offers an exciting opportunity to collaborate with supply chain teams to optimize logistics operations and drive financial insights. The ideal candidate will excel in data manipulation, financial reporting, and analytical thinking while supporting forecasting and budgeting processes.
Responsibilities:
- Analyze financial data to support supply chain logistics, including freight costs and warehouse operations.
- Utilize tools such as Excel, Access, and TMS to manage and manipulate data effectively.
- Develop and maintain background tables to ensure accurate reporting and forecasting.
- Review and validate operating expenses, team utilizations, and travel and entertainment costs.
- Prepare forecasts, budgets, and margin analyses by customer to guide decision-making.
- Collaborate with finance team members across different regions to align on financial goals.
- Generate detailed reports and insights to support restructuring and reclassification initiatives.
- Support project planning by providing actionable financial analysis and recommendations.
- Ensure compliance with financial planning and analysis (FP& A) standards and protocols.
- Drive process improvements to enhance overall data accuracy and reporting efficiency.
Requirements
- Strong background in financial analysis and data manipulation.
- Proficiency in Microsoft Excel, including advanced formulas and functions.
- Experience with data tools such as Access and TMS.
- Knowledge of supply chain logistics and global operations.
- Familiarity with forecasting, budgeting, and margin analysis.
- Analytical mindset with the ability to provide actionable insights.
- Excellent communication and collaboration skills.
- Previous experience in financial planning and analysis (FP& A) roles.
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 ( .
View Now
8
Financial Data Analyst
07095 Woodbridge, New Jersey
Robert Half
Posted 3 days ago
Job Viewed
Job Description
Description We are looking for a skilled Financial Data Analyst to join our team in Woodbridge, New Jersey, on a contract basis. In this role, you will leverage your expertise in actuarial analysis, financial modeling, and data management to support key business functions and drive strategic decision-making. This opportunity is ideal for professionals with a strong background in Python, SQL, and advanced analytical techniques who thrive in dynamic environments.
Responsibilities:
- Develop and maintain actuarial models and data-driven processes using Python, R, and SQL to support insurance pricing, reserving, and risk management.
- Implement and refine month-end processes, rate change calculations, and ad-hoc analyses to ensure accuracy, completeness, and consistency of data.
- Collaborate with Actuarial and FP& A teams to automate workflows and improve the performance of financial models using Python-based scripting.
- Perform reserving analysis to estimate unpaid claim liabilities in coordination with internal and external actuaries.
- Create and update loss development triangles and incurred but not reported (IBNR) calculations based on operational and financial data.
- Assist in developing and validating actuarial assumptions for pricing, reserving, and forecasting purposes.
- Build and maintain predictive analytics models and conduct profitability analysis to support business planning.
- Conduct stress testing and scenario analysis to evaluate financial impacts and risk exposure.
- Write and optimize complex SQL queries to extract, transform, and analyze large datasets, ensuring data accuracy and integrity.
- Develop Python scripts to automate data processing, actuarial calculations, and reporting workflows. Requirements - Proficiency in Python and SQL for data analysis, automation, and model development.
- Strong knowledge of actuarial analysis and financial modeling techniques.
- Experience in casualty insurance and familiarity with loss development triangles and IBNR calculations.
- Expertise in developing complex financial models for predictive analytics and profitability analysis.
- Ability to perform data mining and leverage advanced techniques to identify trends and opportunities.
- Hands-on experience with Python libraries such as Pandas and NumPy.
- Solid understanding of stress testing, scenario analysis, and risk assessment methodologies.
- Bachelor's degree in actuarial science, finance, mathematics, or a related field. Technology Doesn't Change the World, People Do.®
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 ( .
Responsibilities:
- Develop and maintain actuarial models and data-driven processes using Python, R, and SQL to support insurance pricing, reserving, and risk management.
- Implement and refine month-end processes, rate change calculations, and ad-hoc analyses to ensure accuracy, completeness, and consistency of data.
- Collaborate with Actuarial and FP& A teams to automate workflows and improve the performance of financial models using Python-based scripting.
- Perform reserving analysis to estimate unpaid claim liabilities in coordination with internal and external actuaries.
- Create and update loss development triangles and incurred but not reported (IBNR) calculations based on operational and financial data.
- Assist in developing and validating actuarial assumptions for pricing, reserving, and forecasting purposes.
- Build and maintain predictive analytics models and conduct profitability analysis to support business planning.
- Conduct stress testing and scenario analysis to evaluate financial impacts and risk exposure.
- Write and optimize complex SQL queries to extract, transform, and analyze large datasets, ensuring data accuracy and integrity.
- Develop Python scripts to automate data processing, actuarial calculations, and reporting workflows. Requirements - Proficiency in Python and SQL for data analysis, automation, and model development.
- Strong knowledge of actuarial analysis and financial modeling techniques.
- Experience in casualty insurance and familiarity with loss development triangles and IBNR calculations.
- Expertise in developing complex financial models for predictive analytics and profitability analysis.
- Ability to perform data mining and leverage advanced techniques to identify trends and opportunities.
- Hands-on experience with Python libraries such as Pandas and NumPy.
- Solid understanding of stress testing, scenario analysis, and risk assessment methodologies.
- Bachelor's degree in actuarial science, finance, mathematics, or a related field. Technology Doesn't Change the World, People Do.®
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 ( .
View Now
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