172 Financial Records jobs in the United States
Record Keeping Administrator
Posted 10 days ago
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Job Description
**Job Description**
Fluor, a Fortune 500 company, is one of the largest professional services firms, providing engineering, procurement, construction, project management and related services, on a global basis. Fluor is currently seeking a record-keeping administrator in our Law Department. This position will be located at the Dallas Headquarters' office in Irving, Texas and will provide support to the Paralegals and to the Billing Analyst within the Law Department.
This position will be in-office 5 days per week.
Responsibilities for this position include the following:
- Maintenance of corporate minute books and related files
- Preparation of resolutions, officer certificates and meeting minutes
- Physical and electronic filing of resolutions and related correspondence, agreements, documents and other corporate records
- Filing of annual renewals and reports
- Managing and updating director and officer information
- Working with affiliates and service providers globally in the management of corporate enterprise records
- Data entry and records management, with high level of efficiency and accuracy
- Processing of invoices
- Tracking and administering agreements with law firms and service providers
- Other duties as assigned
**Basic Job Requirements**
- High School or equivalent
- 3-5 years of experience in professional office environment or combination of work experience and higher education
- Good working knowledge of Microsoft 365 Products (including Office, Teams, Word, Excel and OneDrive)
- Experience in filing and data entry
- Ability to communicate effectively with audiences that include but are not limited to management, coworkers, clients, vendors, contractors, and visitors
- Job related technical knowledge necessary to complete the job
- Ability to attend to detail and work in a time-conscious and time-effective manner
**Other Job Requirements**
- Ability to work with highly confidential data in discrete and responsible manner
- Excellent attention to details and accuracy
- Good follow-through
- Ability to work on multiple tasks, prioritizing as needed
- Good interpersonal and communication skills, both oral and written
- Exceptional organizational skills, judgment and flexibility
- Ability to work well with others as well as alone
- Ability to follow instructions carefully
- Excellent attendance and punctuality
**Preferred Qualifications**
- Experience in legal support, especially corporate recordkeeping, very helpful
- Experience and working knowledge of CSC Global and SAP useful
We are an equal opportunity employer. All qualified individuals will receive consideration for employment without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, genetic information, or any other criteria protected by governing law.
Benefits Statement: Fluor is proud to offer a comprehensive benefits package designed to promote employee health, wellness, and financial security. Our offerings include medical, dental and vision plans, EAP, disability coverage, life insurance, AD&D, voluntary benefit plans, 401(k) with a company match, paid time off (personal, bereavement, sick, holidays) for salaried employees, paid sick leave per state requirement for craft employees, parental leave, and training and development courses.
Market Rate Statement: The market rate for the role is typically at the mid-point of the salary range; however, variations in final salary are determined by additional factors such as the candidate's qualifications, relevant years of experience, geographic location, internal pay equity, and prevailing market conditions for the specific role.
Notice to Candidates: Background checks are carried out as part of any conditional offer made, including (but not limited to & role dependent) education, professional registration, employment, references, passport verifications and Global Watchlist screening.
To be Considered Candidates: Must be authorized to work in the country where the position is located.
Salary Range: $42,000.00 - $67,000.00
Court Clerk - Criminal Records - Financial
Posted today
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Job Description
The court clerk position is advanced work using an electronic filing system in a court within the Missouri State Court System.
Work involves responsibility for court case processing which may require the application of independent judgment and the application of statutes, policies and regulations, with minimal supervision. Work requires frequent interaction with the public providing exceptional customer service. Work may also involve financial record keeping within an automated case management system, providing direct support for a circuit judge or associate circuit judge providing a full range of responsibilities within the division's jurisdiction.
The deputy court administrator/circuit court jury supervisor is the appointing authority. The court clerk receives direct supervision from a senior court clerk, principal court clerk, unit supervisor, court manager, chief court operations manager, judge or appointing authority.
None.
The following duties are representative of the position and do not include all duties which may be performed:
- Performs case processing in receiving and initiating case files; performs technical duties such as reviewing judgments, preparing warrants, summonses, garnishments and executions, bond settings, and docket control.
- Reviews legal documents for necessary information required for filing; determines processing required and takes necessary action in accordance with court rules requiring a detailed knowledge of applicable terminology, rules and procedures.
- Performs accounting duties in receiving and disbursing monies, reconciles financial accounts, and prepares daily and monthly financial reports.
- Provides information and customer assistance in person, via telephone, email or other mediums (without giving legal advice) (i.e., pro se litigants, attorneys, reporters, law enforcement, other judicial agencies, co-workers, supervisors and judges).
- Prepares a variety of documents related to court operations including court orders, court calendars, notices of hearings, court appearances or reports; coordinates the flow of documents necessary for court assignments; and properly queues electronically filed proceedings for processing.
- Serves in the courtroom, swears in litigants and witnesses, operates electronic sound recording equipment, makes docket entries to reflect case progress, and performs other courtroom-related duties.
- Prepares juror lists and performs related work involving summonses, appearances, and payments of jurors using an automated jury management system.
- Contacts attorneys and other court personnel to resolve technical discrepancies with court filings.
- Assist with on-the-job training for new staff.
- Enters orders, court dates, pleadings and other court matters.
- Creates and processes copies of official legal documents.
- Interacts with the public in a timely and courteous manner.
- Performs other duties as required.
- Basic knowledge of court procedures and policies, legal documents, laws and legal factors pertaining to the court.
- Basic knowledge of organization operations, functions and scope of authority of the court.
- Ability to work independently and manage time effectively while handling a high-volume workload in an environment subject to frequently changing priorities and high stress.
- Ability to exercise good judgment and make independent decisions in accordance with general policy and objectives.
- Ability to maintain a variety of complex records and prepare reports from an automated system.
- Ability to establish and maintain effective working relationships with internal and external stakeholders.
- Ability to communicate clearly and concisely, verbally and in writing, in a tactful and courteous manner with diverse parties.
- Ability to work with a minimum of supervision and follow oral and written instructions.
- Requires strong time management and organization skills with the ability to be detail oriented.
High School diploma or recognized equivalent and one year of varied administrative experience performing a wide range of technical office duties.
None
N/A
Employees may be exposed to evidence and testimony that may be disturbing, such as photographs of violent scenes and victims and or sexually explicit material; evidence that may include syringes, drugs, weapons and blood; the public who may potentially be verbally or physically abusive, allergens, such as perfumes and dust; and unpleasant odors, such as unwashed clothing or chemicals offered into evidence.
Equal Opportunity Employer
Business Analyst - Financial Books and Records
Posted 4 days ago
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Ocoee, FL - Onsite
Job Description
Role & Responsibilities
The Financial Books and Records Transformation Analyst will be instrumental in the successful transition of the client PALM (Planning, Accounting, and Ledger Management) system. This role requires a detail-oriented individual with strong analytical and problem-solving skills to lead the transformation of financial processes, books, and records to align with the new statewide accounting platform.
Key Responsibilities:
- Develop and maintain detailed current and future state process maps of financial operations, identifying opportunities for improvement and alignment with Florida PALM system requirements.
- Lead the identification, documentation, and optimization of financial processes.
- Conduct a comprehensive analysis and reconciliation of Chart of Accounts (COA) to align with Florida PALM.
- Oversee the migration of financial data to the new system, ensuring data integrity and accuracy.
- Develop and implement new Standard Operating Procedures (SOPs) for financial operations.
- Develop and execute test plans to validate system functionality and data accuracy.
- Collaborate with the Florida PALM Project Team and stakeholders to ensure successful transition.
- Bachelor's degree in Accounting, Finance, or related field.
- Minimum 3 years of experience in financial accounting and reporting.
- Demonstrated Advanced Excel Skills
- Demonstrated process mapping experience
- Proven experience in process mapping and improvement.
- Strong analytical and problem-solving skills.
- Proficiency in financial systems and data analysis tools.
- Excellent communication and interpersonal skills.
- Ability to manage multiple tasks and meet deadlines.
- Ability to work independently and as part of a team.
- Experience with Oracle or Transformation Implementations
- Power Query, PowerPivot is a plus
- Process modeling software such as IBM Blueworks or Visio
Financial Data Analyst
Posted 4 days ago
Job Viewed
Job Description
Benefits: 401(k) Competitive salary Dental insurance Employee discounts Health insurance Paid time off Training & development Vision insurance We are looking for a Financial Data Analyst who will work from our office in Northridge, CA. Our aggressive growth plans are contingent upon finding the right person to fill this role who will be a commitment to our vision, and who has a passion for customer service, a desire to influence change, and the necessary business acumen to help drive our reporting efficiencies and visibility to our key stakeholders. Reporting directly to the CFO, the Financial Data Analyst will be responsible for strategic planning and analysis, budgeting and forecasting, and day-to-day analytics and reporting. In addition, the person in this position will work hand in hand with our Sales Team, Operation Leaders, and other members of the accounting team in order to provide financial analytics that drive business results in support of the short-term and long-term goals. This position does include some day-to-day reporting and compiling of input into the company’s ERP. The right person will find a way to reduce the manual aspects of the current processes by developing data imports etc. to effectively improve process flows and minimize data errors. Education & Experience: B.A. in Finance or Accounting plus five years of relevant experience. Proven history in analytics and data analysis. Essential Functions: Provide decision support by financial modeling, business case analysis, and financial/management reporting. Gather, compile, analyze, prepare and summarize data for complex financial projects/subjects such as planning, formulating and conducting financial studies to define performance plans for short and long-range business segment goals. Evaluate financial implications of specific business decisions/opportunities and advises management accordingly to ensure targeted financial performance achievement. Exercise judgment to recommend the appropriate course of action and prepare business projections based on sound financial analysis. Participates in the development of strategic and operational objectives that are aligned to Corporate and Group strategic objectives. Create analysis using existing Business Information systems to drive the financial performance of the business segment. Assist in the monthly closing process in conjunction with the Accounting team. Provides in-depth analysis on variances to plan, forecast, and prior year. Drives group forecasting process through collaboration across the business. Provides risk analysis for contingency planning. Provides insightful and competitive analytics that anticipate change and drive decision making. Apply external perspective and maintain knowledge of the segment’s competitive environment, market conditions, customers, and profit drivers. Provide concise and effective communication of financial results in a timely manner. Lead the continuous improvement of systems, tools, and methodologies across the Finance function and throughout the segment. Work across organizational boundaries and all levels of the company to achieve plant, division, or corporate objectives. Support process of ensuring that there is an effective and efficient system of internal controls including; data integrity, asset protection, segregation of duties, budgeting, financial reporting, information systems, and adherence to corporate policies and governmental regulations. Solve controls issues at the “root cause” and create broad organizational learning. Maintain independence in the view and assessment of the business control environment. Metrics and KPI calculations and posting. Work with CFO on Capital and other Financial Budgeting. Compilation of monthly financial reports in alignment with the monthly deliverables calendar. Other responsibilities may be assigned. Skills and Abilities: Financial Management Technical Capacity Business Acumen Communication Proficiency Ethical Conduct Problem Solving/Analysis Intellectually Curious Strategic Thinking Supervisory Responsibility: This position has no supervisory responsibilities. Excellent benefits incl. medical, dental, vision, paid holidays, 401K, supplemental insurance through AFLAC, sick time, and vacation. Job Type: Salaried, Full-time – extended work hours if required to meet deadlines. Required experience: Data Analysis: 5 years Accounting: 2 years Company is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. #J-18808-Ljbffr
Financial Data Architect
Posted 18 days ago
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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.
Financial Data Architect
Posted 1 day 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.
Financial Data Analyst
Posted 2 days ago
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Job Description
**Job Description**
This position supports the Payments: Consumer and Small Business (PCS) Finance group. The Financial Data Analyst will be responsible for developing and maintaining a package of financial reporting, spreadsheets, templates, and applications. The analyst may provide assistance in the development, construction, or automation of financial applications or other tools. The position requires strong technical skills using MS Access, MS Excel, Visual Basic (VBA), and SQL. It will involve querying information from a data warehouse and performing other ad-hoc data mining and financial analysis.
**Location Expectations**
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week.
**Basic Qualifications**
- Bachelor's degree, or equivalent work experience
- Typically five or more years of related experience
**Preferred Skills/Experience**
- Strong analytical, mathematical, and problem-solving skills
- Strong attention to detail and organization
- Desire to produce accurate, high-quality work
- Proficient in SQL, PL/SQL, TOAD for Oracle, Netezza, and/or SAS
- Proficient computer skills, especially Microsoft Office applications, including Power BI and SharePoint
- Extensive knowledge of MS Access and MS Excel, including pivot tables
- Background in Finance, Accounting, or Managerial Reporting
- Ability to design, document, and effectively communicate processes and procedures
- Excellent interpersonal, verbal and written communication skills
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants ( .
**Benefits:**
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
+ Healthcare (medical, dental, vision)
+ Basic term and optional term life insurance
+ Short-term and long-term disability
+ Pregnancy disability and parental leave
+ 401(k) and employer-funded retirement plan
+ Paid vacation (from two to five weeks depending on salary grade and tenure)
+ Up to 11 paid holiday opportunities
+ Adoption assistance
+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
**E-Verify**
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program ( .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $105,400.00 - $124,000.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
**Posting may be closed earlier due to high volume of applicants.**
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Financial Data Analyst
Posted 2 days ago
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Job Description
We are looking for multiple Financial Data Analysts to join a client project based in Blue Ash, Ohio. This long-term contract position offers an exciting opportunity to apply your expertise in financial and data analysis while collaborating with professionals to drive business insights. The ideal candidate will have a strong command of financial reporting tools and techniques to support strategic initiatives.
Responsibilities:
- Analyze financial data to identify trends, discrepancies, and opportunities for improvement.
- Develop and produce detailed financial reports using advanced reporting tools such as Google Sheets and OneStream.
- Collaborate with cross-functional teams to support budgeting, forecasting, and strategic planning processes.
- Utilize platforms like Bloomberg Terminal and Oracle Hyperion Essbase to gather and interpret market data.
- Create and maintain financial models in tools like Google Sheets for performance tracking and decision-making.
- Ensure accuracy and compliance in financial reporting practices by adhering to industry standards.
- Provide actionable insights based on data analysis to support business growth and operational efficiency.
- Evaluate and optimize processes related to financial management and data utilization.
- Support the implementation and maintenance of financial systems, ensuring seamless functionality.
- Prepare presentations and summaries of financial findings for stakeholders and executive teams.
Requirements
- Proven experience in financial and data analysis, with a focus on delivering actionable insights.
- Proficiency in financial reporting tools such as OneStream, Google, Sheets, Hyperion Smartview, and Hyperion Enterprise.
- Strong knowledge of financial markets and experience using Bloomberg Terminal.
- Advanced skills in Google Sheets and other financial modeling software.
- Familiarity with Oracle Hyperion Essbase and Hyperion Financial Management.
- Ability to interpret complex financial data and present findings clearly.
- Excellent problem-solving skills with a detail-oriented approach.
- Strong communication and interpersonal skills to collaborate with diverse teams.
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 Data Analyst
Posted 4 days ago
Job Viewed
Job Description
1. Strong mortgage knowledge - understanding mortgage backed securities, credit risk, the loan cycle etc.
2. knowledge of SQL and AWS is helpful at a high level
3. SDLC/Agile experience
Description
Financial Business Requirements/Data Analyst
- Use advanced requirements analysis and data analytics to create business process flows and algorithms that will be used in analytical or product development processes.
- Develop or refine computer applications that provide deeper analysis of prospective financial asset performance, asset pricing, new asset classes, or information needed to measure and hedge risk.
- Provide ongoing analysis of new financial asset classes and suggest program modifications as necessary.
- May test applications for accuracy and functionality before putting them into service.
- Lead periodical execution for various derivatives valuation, analytics and modeling tasks owned by the team
- Establish and maintain well-managed processes; document processes and controls to support internal and external reviews or exams
- Develop solid knowledge of the portfolios and underlying risk drivers and communicate effectively to the management and downstream users. Prepare and communicate results to the senior management and related committees
- Experience of working on any Data Governance and Management industry solution is preferred.
- Provide data governance support to the enterprise data team, and Data Owners and Data Stewards in the business, including recognizing issues and recommend solution alternatives.
THE IMPACT YOU WILL MAKE
- Confer with product managers, business unit management and capital markets staff to determine analytical or product-related needs regarding product features, investment instruments, market activity, or complex transactions to be analyzed.
- Report in quantitative manner on data attributes and parameters of proposed purchase, sale, market transactions, or risk factors and the degree to which they could affect outcomes.
- Perform ad hoc analyses as needed and assist managers of specific product lines with analytical, valuation, or pricing projects.
- Redefine and implement the components of new risk indicators. Consult with the business owners, design and implement an interface to record key indicators, research industry best practices of analyzing and reporting key performance indicators.
- Design test cases and test applications for systems used for a variety of analytical, pricing, risk management or credit pricing to ensure the business needs are met and analytics are correctly implemented.
THE EXPERIENCE YOU BRING TO THE TEAM
Minimum Required Experiences
- 4 years Bachelor's Degree in Computer Science, Information Systems, Finance, Business, Mathematics, Statistics, or related Desired Experience and Skills
- 4-6 years of related experience
- Experience with requirements analysis and documentation
- Exposure to relational and dimensional data model concepts
- Technical skills: Data analysis using SQL, Excel, Business Intelligence Reporting using MicroStrategy/Tableau
- Excellent communication skills (written and verbal)
- Strong collaboration and organizational skills
- Experience with business process re-engineering and/or continuous process improvement preferred
- Experience with Fixed Income Instruments, Risk Management, System & Data Analysis, preferred
- Subject matter expertise in mortgage finance, fixed Income analysis and risk management, mortgage instruments (MBS, Loan, CMO) data, hedging principles and hedging instruments using swap and swaptions, preferred
- Experience working in AWS environment is a plus
- FRM or CFA Certification is a plus
Pay and Benefits
The pay range for this position is $60.00 - $65.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
- Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a hybrid position in Reston,VA.
Application Deadline
This position is anticipated to close on Jul 17, 2025.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Financial Data Analyst
Posted 7 days ago
Job Viewed
Job Description
Robert Half is seeking a highly motivated Financial Data Analyst to support an ongoing PDF migration initiative. This contract role offers a unique opportunity to be at the intersection of data management, software testing, and workflow optimization. The ideal candidate will assist in the manual execution of daily tasks while proprietary tools are in development and help ensure a seamless transition through rigorous software testing and process validation.
This position is well-suited for individuals who are detail-oriented, tech-savvy, and eager to gain hands-on experience in a fast-paced financial technology environment. Candidates should be comfortable navigating evolving systems and clearly articulating insights and findings to cross-functional teams.
Key Responsibilities:
+ Perform and complete daily operational tasks related to the PDF data migration process.
+ Participate in testing new software features and workflow enhancements in a staging/test environment.
+ Identify, document, and report system bugs, usability issues, and process gaps.
+ Clearly summarize test results and communicate findings to project managers and developers.
+ Provide feedback and suggestions to improve functionality and user experience.
+ Collaborate with internal stakeholders to ensure alignment between business requirements and implemented solutions.
Requirements
- Minimum of 1 year of experience in financial analysis or a related field.
- Advanced skills in Microsoft Excel for data manipulation and reporting.
- Excellent attention to detail and the ability to ensure data accuracy.
- Solid communication and collaboration skills for working with teams and clients.
- Proven ability to meet deadlines and manage multiple projects simultaneously.
- A bachelor's degree in finance, economics, or a related discipline is 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 ( .