28,467 Financial Trainee jobs in the United States

DISTINGUISHING CHARACTERISTICS

This position works under general supervision and is expected to perform the full range of analytical work requiring complete knowledge of administrative principles and analytical practices. This position exercises a high degree of responsibility for budgetary research, analysis and providing recommendations for consideration by staff and management and requires some independent judgment in making decisions and may be the subject matter expert in one or more areas. This position will assist division managers or department directors in accomplishing objectives which include budget preparation and monitoring, contract compliance, organizational analysis, legislative analysis, and policies/procedures development.

• Develops departmental budgets for Finance & Administration, Internal Service Funds (ISFs), and Non-Departmental Funds (NDFs); develops the Citys personnel, revenue, and transfer budgets; prepares 5-year revenue and expenditure forecasts and budget-to-actual updates.
• Coordinates and oversees the annual budget preparation, budget carryovers, mid-year budget adjustments, and other budget amendments with budget liaisons in other City departments.
• Controls and oversees the Citys contract and requisition/purchase order processing.
• Assists in year-end closing and audit by providing budget-to-actual analyses, fluctuation analyses, and other duties as required.
• Coordinates and oversees public record requests for the department.
• Conducts or directs assigned projects or program activities; provides administrative assistance by performing research and statistical analysis regarding issues, proposed legislation, programs, or operations; prepares and presents reports with findings and recommendations.
• Administers contract or grant-funded program activities as assigned; directs and monitors work performed; prepares or drafts related proposals, reports, and records; monitors budget expenditures.
• Compiles information and prepares manuals, documents, agenda items, resolutions, or publications related to administrative, fiscal, or operational issues.
• Represents the department on committees or in meetings; coordinates or conducts activities with other City departments, agencies, organizations, and the community.
• Provides assistance to department management, other City personnel, and the public regarding administrative, fiscal, or operational issues, policies, or procedures.
• Participates in developing departmental goals and objectives

ESSENTIAL DUTIES AND RESPONSIBILITIES

The duties and responsibilities listed below are intended to provide a representative list of the various types of work that may be performed. Specifications are not intended to reflect all duties performed within the job class, and incumbents may expect to perform other related duties.

Assists in the preparation of the annual budget for division, department or city; reviews and evaluates budget requests, monitors and controls the budget; conducts revenue and expenditure forecasting and research; generates ideas to improve programs, find new revenues and balance the budget; produces special reports; analyzes and evaluates departmental objectives, programs, organizational structure, operations and control systems; plans and directs activities of multi faceted city wide projects of limited duration; evaluates progress and resolves difficulties including those crossing departmental lines; provides project leadership and advice to committees; provides technical direction and expertise related to project; evaluates the effect of current and pending legislation on department programs and operations; assists in the development of goals, objectives, policies and procedures; investigates, interprets, analyzes and prepares recommendations in relation to proposals for new programs, grants and/or services; analyzes, interprets and explains City policies and procedures; confers with members of the public to explain procedures and policies; investigates and prepares reports on specific requests and complaints pertaining to City/departmental/division activities; attends City Council and Commission meetings as assigned; and performs other related duties as assigned.

• Principles of municipal administration, accounting and auditing, budgeting, grants management, community relations, and program planning
• Relevant laws, ordinances, and regulations
• Research, statistical analysis, and report preparation
• Methods and techniques of supervision

• Perform complex financial, administrative, and analytical work with sensitivity to issues
• Interpret and apply laws, ordinances, and policies
• Conduct research and present reports
• Serve as liaison to city personnel, agencies, and the public
• Work independently and establish cooperative relationships
• Communicate effectively, both orally and in writing
• Direct the work of others involved in related activities

• Principles and practices of organization and public administration;

• Research techniques, sources and availability of information, and methods of report presentation

• Applicable Federal, State and local laws, rules and regulations pertaining to area of assignment

• Administrative principles and methods, including goal setting, program and budget development, work planning and organization; and principles, methods and practices of municipal finance and budgeting

• Governmental financial analysis and forecasting, budgeting and accounting

• Principles and practices of budget development, governmental organization, and management

• Program and project development, implementation and evaluation

• Microcomputers for word processing, spreadsheet analysis, database management, graphics and financial management

• Report writing methods and techniques

• Analyze administrative problems, evaluating alternatives, and making creative recommendations

• Communicate effectively, both orally and in writing

• Assume control of a project and make sound recommendations

• Properly interpret and make decisions in accordance with laws, regulations and policies

• Prepare and write complete and accurate reports

• Review and analyze a variety of organizational and administrative problems and make sound policy and procedural recommendations

• Analyze, interpret and provide assistance regarding pending legislation; Represent the department effectively in meetings, including making presentations; exercise judgment in prioritizing work and recommending actions; Communicate clearly and concisely, both orally and in writing

• Establish, maintain, and foster positive and harmonious working relationships with those contacted in the course of work

• Work under pressure and deal with high levels of stress

• Constantly maintain a professional demeanor

• Completion of a four-year college curriculum in public administration, accounting, or a related field
• At least three years of responsible public sector experience related to the position
• A masters degree in public or business administration is preferred

and

Education: A bachelors degree from an accredited college or university in public or business administration, economics, finance, or closely related field is required. A masters degree may be substituted for one year of experience.

• Develops departmental budgets for Finance & Administration, Internal Service Funds (ISFs), and Non-Departmental Funds (NDFs); develops the City's personnel, revenue, and transfer budgets; prepares 5-year revenue and expenditure forecasts and budget-to-actual updates.
• Coordinates and oversees the annual budget preparation, budget carryovers, mid-year budget adjustments, and other budget amendments with budget liaisons in other City departments.
• Controls and oversees the City's contract and requisition/purchase order processing.
• Assists in year-end closing and audit by providing budget-to-actual analyses, fluctuation analyses, and other duties as required.
• Coordinates and oversees public record requests for the department.
• Conducts or directs assigned projects or program activities; provides administrative assistance by performing research and statistical analysis regarding issues, proposed legislation, programs, or operations; prepares and presents reports with findings and recommendations.
• Administers contract or grant-funded program activities as assigned; directs and monitors work performed; prepares or drafts related proposals, reports, and records; monitors budget expenditures.
• Compiles information and prepares manuals, documents, agenda items, resolutions, or publications related to administrative, fiscal, or operational issues.
• Represents the department on committees or in meetings; coordinates or conducts activities with other City departments, agencies, organizations, and the community.
• Provides assistance to department management, other City personnel, and the public regarding administrative, fiscal, or operational issues, policies, or procedures.
• Participates in developing departmental goals and objectives

• Principles of municipal administration, accounting and auditing, budgeting, grants management, community relations, and program planning
• Relevant laws, ordinances, and regulations
• Research, statistical analysis, and report preparation
• Methods and techniques of supervision

• Perform complex financial, administrative, and analytical work with sensitivity to issues
• Interpret and apply laws, ordinances, and policies
• Conduct research and present reports
• Serve as liaison to city personnel, agencies, and the public
• Work independently and establish cooperative relationships
• Communicate effectively, both orally and in writing
• Direct the work of others involved in related activities

• Principles and practices of organization and public administration;
• Research techniques, sources and availability of information, and methods of report presentation
• Applicable Federal, State and local laws, rules and regulations pertaining to area of assignment
• Administrative principles and methods, including goal setting, program and budget development, work planning and organization; and principles, methods and practices of municipal finance and budgeting
• Governmental financial analysis and forecasting, budgeting and accounting
• Principles and practices of budget development, governmental organization, and management
• Program and project development, implementation and evaluation
• Microcomputers for word processing, spreadsheet analysis, database management, graphics and financial management
• Report writing methods and techniques

• Analyze administrative problems, evaluating alternatives, and making creative recommendations
• Communicate effectively, both orally and in writing
• Assume control of a project and make sound recommendations
• Properly interpret and make decisions in accordance with laws, regulations and policies
• Prepare and write complete and accurate reports
• Review and analyze a variety of organizational and administrative problems and make sound policy and procedural recommendations
• Analyze, interpret and provide assistance regarding pending legislation; Represent the department effectively in meetings, including making presentations; exercise judgment in prioritizing work and recommending actions; Communicate clearly and concisely, both orally and in writing
• Establish, maintain, and foster positive and harmonious working relationships with those contacted in the course of work
• Work under pressure and deal with high levels of stress
• Constantly maintain a professional demeanor

• Completion of a four-year college curriculum in public administration, accounting, or a related field
• At least three years of responsible public sector experience related to the position
• A master's degree in public or business administration is preferred

• Retirement - Effective January 1, 2013,new members to CalPERS or an agency with CalPERS' reciprocity will be subject to the provisions of the Public Employees' Pension Reform Act of 2013 (PEPRA) and will receive 2% @ 62 benefit formula. Employees who are current members of CalPERS or an agency with CalPERS' reciprocity, or who have less than a six month break in service between employment in a CalPERS (or reciprocal) agency and employment with the City will be enrolled in the3% @ 60 benefit formula. All employees are required to pay the full employee contribution to CalPERS.
• 8% EPMC - All employees are required to pay the 8% CalPERS member contribution.
• Medical Insurance - The City pays up to 1128.40 per month towards any medical plan selected by the employee and his/her eligible dependents.
• Dental/Vision Insurance - The City will contribute up to 80% of the family premium for dental and vision insurance.
• Life Insurance - Life, AD & D covered at 100% by the City.
• Long-Term Disability - covered at 100% by the City.
• Short-Term Disability - covered at 100% by the City.
• Deferred Compensation - The City offers a choice of two deferred compensation providers.
• Vacation - Accrued at two weeks each year with increases based on years of service.
• Sick Leave- 96 hours annually.
• Management Leave - 70 hours annually
• Other Leave- 10 paid holidays and 4 days floating holiday leave.
• 4-10 Work Schedule
• Additional Benefits may include: Longevity Pay, Education Incentive Pay, Bilingual Pay, an Employee Assistance Program, opportunities for Citywide Training and a flexible schedule

• Yes
• No

• Associate's Degree
• Bachelor's Degree
• Master's Degree

• Yes
• No

• Yes
• No

• Yes
• No

• Yes
• No

• Yes
• No

• Applies working knowledge of process, accounting, finance, and risk/control theories, practices, and procedures within job.
• Performs a range of moderately complex assignments for ownership of limited risk process areas.
• Analyzes possible business solutions using standard procedures based on adequate guidance and direction.
• Collaborates with internal and external team members and participates in meetings to discuss analysis and/or analytical needs to support ongoing improvement.
• Identifies areas for process improvement within the department, proposing changes to improve efficiency and accuracy.
• Identifies and communicates financial risks within Treasury processes and procedures.
• Prepare and communicate detailed daily and weekly forecasts for both MPC and MPLX.
• Analyze discrepancies between forecasted and actual cash positions to improve accuracy.
• Reporting and analysis for the C2FO dynamic discounting program.
• Collaborate with Accounting, Tax, Legal, Credit, and other departments to gather data and validate forecasts.
• Identify inefficiencies and propose enhancements to forecasting processes.
• Participate in testing and implementing tools like SAP Analytics Cloud (SAC) for AI-driven forecasting and automation.
• Assist with other Treasury Operations projects as needed.

• Bachelor's degree is required. Major in Accounting, Finance, Business Administration, or related is preferred
• Minimum 3-6 years of Accounting, Finance or related experience is required.
• Proficiency in Excel, Word, SAP and RightAngle preferred

• Collaborative team member that works well with others
• Strong analytical and problem-solving skills
• Sound decision-making skills
• Excellent verbal and written communication skills

Company Details

"Our Company provides a state of predictability which allows brokers and agents to act with confidence."

Founded in 1967, W. R. Berkley Corporation has grown from a small investment management firm into one of the largest commercial lines property and casualty insurers in the United States.

Along the way, weve been listed on the New York Stock Exchange, become a Fortune 500 Company, joined the S&P 500, and seen our gross written premiums exceed $10 billion.

Today the Berkley brand comprises more than 60+ businesses worldwide and is divided into two segments: Insurance and Reinsurance and Monoline Excess. Led by our Executive Chairman, founder and largest shareholder, William. R. Berkley and our President and Chief Executive Officer, W. Robert Berkley, Jr., W.R. Berkley Corporation is well-positioned to respond to opportunities for future growth.

The Company is an equal employment opportunity employer.

Looking for a Financial Analyst/Senior Financial Analyst to become part of a Corporate Financial Planning and Analysis team. This role will be involved with strategic analysis and content evaluation related to various global financial applications. The individual will work cross-functionally to translate & consolidate data from multiple Berkley operating units into a cohesive set of financial data which will be used to inform decisions regarding profitability and risk assessment. The cross-functional nature of the project will require coordination from various teams such as underwriting, marketing, claims, technology, actuarial, accounting and operations. This role will focus on strategy & analysis of the integration of various financial data sets and applications to facilitate best practices and drive innovation for the future state of operating units data.

Perform self-initiated financial analysis to evaluate trends, model future behavior, support implementation decisions, and create insights to drive financial process efficiencies. Determine and implement data reporting strategies to provide critical information to operating units, finance, and other key areas. Partner with non-financial business managers and team members to perform strategic work Assist with general business processes, accounting, audits, financial related issues, and other production related items associated with PeopleSoft, Vena, and the Berkley Data Warehouse (BDW). Present work and engage in strategic discussions with senior management. Work cross-functionally with multiple departments including Underwriting, Marketing, Claims, Accounting, etc. Responsible for the development of reporting requirements and models to facilitate analyses supported by data metrics and analytics from various applications. Conduct analysis of key business drivers, trends and performance indicators to provide value-added inputs. Manage and complete monthly reconciliations for companies going through various implementations of financial systems. Work extensively with both international and US based finance teams across multiple projects. Monitor and manage adherence to financial standards and governance implemented by the Corporate Finance organization and BDW steering committee.

7 to 10+ years of experience in the P&C or Health Insurance Industry. Strong analytical skills and strategic mindset; experience looking at Insurance data analytically / actuarially, effective communicator Critical thinking & demonstrated experience in problem solving, making decisions influenced by business insights and an aptitude for analyzing trends in data utilizing financial modeling Great judgement and decisiveness when dealing with timely, deadline-driven, content-related issues and concerns Ability to think outside the box & challenge status quo when required by highlighting new trends, improving existing processes or are open to sourcing those ideas from others Thrive in a fast-paced environment, with a specific focus on generating results Team player, upbeat, and focused, with a strong passion to learn and succeed A strong comfort level with analyzing large datasets and drawing meaningful conclusions/results that add value to the business Adept at writing, facilitating and presenting analyses Excellent relationship management abilities/strong interpersonal communication skills Proven track record of meeting deadlines, and taking initiative to make confident and well-informed decisions Self-starter, with the ability to take initiative, set and drive toward goals -while managing priorities Extremely Proficient in use of Microsoft Excel Tools Experience with PeopleSoft Experience with Planning Applications such as Vena, SAP, or Oracle Proficiency in working with Essbase, OBIEE, Power BI, and other Business Intelligence Reporting tools Experienced in the use of Reference Data, cross walks, or hierarchies to simplify various reporting and processes

Edcation Requirement:

Bachelor's degree in finance, economics, mathematics, statistics or other relevant field that demonstrates quantitative orientation

Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.

We believe that every candidate brings something special to the table, including you! So, even if you feel that youre close but not an exact match, we encourage you to apply.

The Financial Operations Analyst is responsible for understanding, executing, and improving several organizational processes at GBS, most important of which is administration of our Producer Incentive Compensation Program. These tasks will be approached cross functionally leveraging both strategic finance partners and key branch stakeholders to ensure all processes are implemented successfully and branches are properly funded for producer compensation expenses. Additionally, there are opportunities to investigate efficiencies within known processes or creation of all new SOPs to address any unresolved issues impacting day to day business.

Essential Duties and Responsibilities:

Bonus Calculation Administration

• Compile producer books of business for review and analysis of annual compensation calculations
• Analyze and investigate large variances for accuracy or to understand causal drivers
• Communicate results to branch leadership with focus on management understanding and agreement
• Work cross functionally to resolve any unexpected results or producer disputes so appropriate action can be taken
• Ensure all stakeholders are in agreement and that all discrepancies are resolved before final processing
• Additional compensation administration/analysis is a core responsibility of role

Book of Business Analysis and Validation

• Understand producer assignments within respective producer books of business across region or division
• Communicate with strategic finance team and business partners to determine requisite producer assignment changes
• Understand structure of GBS business and client needs to facilitate analysis and manage practice area case assignment changes.
• Work cross functionally with accounting solutions team to prepare and execute requested changes
• Analyze and explain results to strategic finance partners and branch stakeholders so any change(s) to books are understood and impacts can be acted upon as necessary

Expense Analysis

• Monthly and annual review of bonus accrual accounts ensuring expenses properly matched in accordance with New GAAP requirements
• Perform producer compensation expense analysis including comparisons to revenue and GBS Key Performance Indicators (KPIs)
• Assist offshore team in ensuring accuracy and timeliness of processing New GAAP expense reports

Financial Process Review and Improvement

• Perform annual review of finance operations and data-oriented processes across the division to determine efficiency and effectiveness
• Propose, test, and implement solutions to issues uncovered during process reviews
• Ability to be creative and take lead on self-owned initiative if deemed appropriate by management

M&A Support

• Assists M&A and Strategic Finance teams with new acquisition partner comp plan tracking and administration
• Facilitate transition from legacy compensation programs to standard GBS comp model

Other Responsibilities

• Oversight and review of monthly compensation submissions via payroll upload tool
• Ad hoc projects as requested

Required:

• Bachelors degree
• 3-5 years related experience preferred
• Strong Excel (pivots, lookups, macros) and financial management software skills are essential

Knowledge Skills & Abilities:

• Intermediate ability in MS Office 365 with a primary focus on Excel
• Basic understanding of IT systems and data flows/interactions between systems
• Ability to form relationships and collaborate cross functionally within finance (i.e. Strategic Partners, Practice Areas, and Revenue Analyst teams) and business partners
• Strong written and oral communication skills. Ability to summarize detailed business insights into executive-level presentation with thoughtful perspectives
• Analytical skills. Able to learn and understand all aspects of financial planning and analysis for an organization
• Ability to learn business acumen. Bring logical solutions to business issues (not just financial)

#LI-TL1

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits youll get, depending on your job level these benefits may improve:

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave

Other benefits include:

• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable matching gift program
• And more.

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and its embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as protected characteristics) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

AZS-AWF Warsaw Sports Club, established in 1949 at the Academy of Physical Education in Warsaw, is the oldest academic sports club of its kind in Poland. With deep roots in Poland’s academic and athletic traditions, the club continues to develop elite athletes, organize local and international competitions, and manage large-scale sports infrastructure.

As the club expands its financial operations and reporting systems, we are looking for a highly analytical and detail-oriented Financial Analyst to support data-driven financial decisions and ensure sustainable financial growth.

The Financial Analyst will be responsible for analyzing financial data, preparing reports, supporting budgeting processes, and helping optimize financial operations. The role is vital in ensuring that AZS-AWF remains transparent, accountable, and efficient in managing its resources—whether for sports programs, facilities, or funded projects.

• Analyze monthly, quarterly, and annual financial performance across departments.
• Prepare financial reports, forecasts, and variance analyses to support decision-making.
• Support the budgeting process and monitor actual spending vs. budgets.
• Work closely with program managers and administrative teams to ensure proper financial tracking of projects and events.
• Assist in grant reporting and compliance with funding requirements (e.g., government subsidies, EU funds, academic partnerships).
• Maintain accurate and timely financial records in accordance with accounting standards and internal policies.
• Identify cost-saving opportunities and provide strategic financial insights.
• Collaborate with external auditors, accountants, and regulatory bodies during financial reviews and audits.
• Provide financial data and reports to support fundraising, sponsorships, and institutional reporting.

• Bachelor’s degree in Finance , Accounting , Economics , or a related field.
• 2+ years of experience in financial analysis, accounting, or a related field.
• Strong Excel and financial modeling skills.
• Familiarity with financial reporting systems and accounting software (e.g., SAP, QuickBooks, or local equivalents).
• Attention to detail and strong analytical thinking.
• Good communication skills and ability to translate data into actionable insights.
• Fluency in Polish and working proficiency in English .

• Master’s degree or certification (e.g., ACCA, CIMA, CPA) is an advantage.
• Experience working in the nonprofit , sports , or academic sector .
• Understanding of public funding and grant reporting requirements.
• Knowledge of Polish financial regulations and compliance standards.

• Competitive salary and benefits.
• The opportunity to work at one of Poland’s most historic academic sports institutions.
• Dynamic work environment with diverse projects, from international sports events to long-term infrastructure planning.
• Opportunities for continued learning and development.
• A collaborative and mission-driven team environment.

POSITION SUMMARY/RESPONSIBILITIES
Gather, analyze and report on the management actions of the University Health . Analyst will be actively involved in the operating budget, variance analyses process and maintain the data loads of the Financial Reporting System. Promotes University Health's guest relations policy.

EDUCATION/EXPERIENCE
Bachelor's degree in finance, accounting or related business field with at least one year of related experience, preferably in a healthcare budgeting setting, is required. Two years of experience preferred. Masters degree desired.