1,104 Global Fund Manager jobs in the United States

Senior Strategist, Asset Allocation

10261 New York, New York New York Life

Posted 9 days ago

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Job Description

Location Designation: Hybrid - 3 days per week



About New York Life Investments ("NYLI")

New York Life Investments (NYLI), an indirect, wholly owned subsidiary of New York Life Insurance Company, is a top 25 global asset management firm. With more than $725 billion in assets under management, NYLI is a premier investment management firm serving a variety of client segments including retail, institutional, insurance and defined contribution and benefit on a global basis. New York Life Investments offers a diverse set of investment capabilities ranging from traditional equity and fixed income to alternative investment strategies and multi-asset solutions. Renowned for its premier investment acumen and client focus, NYLI's vision is to be one of the most trusted providers of investment management expertise and long-term financial security.

Opportunity

The senior strategist will serve as a senior member of NYLI's Global Market Strategy team, leading the articulation of the firm's house economic, market, and cross-asset allocation views. The role translates those views into decision-useful guidance for institutional clients and retail/home office partners globally - grounded in clear positioning ranges, time horizons, and risk considerations - so that our perspectives can be adopted in real portfolios.

The successful candidate brings deep asset allocation and portfolio construction experience, credibility with institutional CIO teams and home offices, and the ability to synthesize evidence into clear "what to do" guidance. They will partner across investment teams, product, sales, and marketing teams to ensure our strategy is implementable and measured for impact.

This is a unique opportunity to shape NYLI's market strategy platform - linking macro conviction to portfolio decisions, accelerating adoption across channels, and strengthening the firm's differentiation in a crowded market.

Responsibilities include but are not limited to:

  • Conduct original research to support the firm's economic, market, and allocation views.
  • Codify and maintain the house view with a clear cadence and documentation of assumptions, evidence, and changes.
  • Translate views into decision-useful guidance (positioning ranges, horizons, risks) appropriate to platform and implementation constraints.
  • Apply views to an asset allocation framework that is globally relevant and differentiated for institutional and retail audiences.
  • Present and defend views in internal investor forums, home office due diligence, client meetings, and industry conferences.
  • Develop and maintain a light scenario/trigger discipline (what could change our view; alternative paths) and partner with risk / portfolio managers to pressure-test cross-asset implications.
  • Contribute to client and marketing publications and collaborate to ensure brand / compliance alignment and consistent messaging.
  • Drive alignment and activation with sales and marketing colleagues so that guidance is usable in models, proposals, and field conversations.
  • Measure adoption and impact (usage by partners/clients, influenced opportunities) and incorporate feedback to improve guidance.
  • Represent the GMS team in senior stakeholder forums and enterprise initiatives; mentor and upskill colleagues to scale best practices.
  • Maintain an indicator/evidence stack that supports our views and enhances speed and credibility.

Job Requirements:

  • 10-15+ years of highly relevant work experience such as multi-asset strategy, CIO office, or portfolio construction teams
  • Strong understanding of macroeconomics, markets, and investment strategy
  • Demonstrated implementation literacy across instruments and position sizing, horizon, and triggers.
  • Global fluency: experience adapting guidance to non-US investors, vehicles, and regulatory/operational constraints.
  • Strong interpersonal skills and executive presence; ability to build trust and influence at all levels; enthusiasm for relationship-building; demonstrated success with investment clients
  • Excellent organizational skills; demonstrated ability to manage complex, cross-functional projects from concept through execution; ability to manage multiple workflows
  • Proactive, resourceful, and comfortable operating in fast-paced, high-expectation environments
  • Comfortable with data tools (Bloomberg, Macrobond)
  • Bachelor's degree required; CFA, MBA, or other advanced credentials a plus

Submission requirements :

  • Writing or presentation samples from prior work experience may be requested.

#LI-AM1

Pay Transparency

Salary Range:$65,000- 250,000

Overtime eligible:Exempt

Discretionary bonus eligible:Yes

Sales bonus eligible:No

Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.

Company Overview

At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.

Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.

As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.

Our Benefits

We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.Click hereto discover more about our comprehensive benefit options or visit our NYL Benefits Site.

Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.

Recognized as one of Fortune's World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by theFoundation.We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of

Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.

Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.

Job Requisition ID: 92454

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AVP, Strategic Asset Allocation

27413 Greensboro, North Carolina Lincoln Financial

Posted 15 days ago

Job Viewed

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Job Description

**Alternate Locations:** Greensboro, NC (North Carolina); Radnor, PA (Pennsylvania)
**Work Arrangement:**
Hybrid : Employee will work 3 days a week in a Lincoln office
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 75164
**The Role at a Glance**
As the **AVP of Strategic Asset Allocation** , you will own and provide strategic direction for Asset Allocation in the either our Greensboro, NC or Radnor, PA offices.
_Background Details_
As the AVP of Strategic Asset Allocation (SAA), you will lead the design and management of the Strategic Asset Allocation (SAA), ensuring alignment with the enterprise's risk appetite across capital, liquidity, and regulatory frameworks. You will closely collaborate with the market risk management team, which owns the underlying model, as well as ongoing communication with the portfolio managers and product actuaries. The SAA will support both the enterprise-level objectives and individual product strategies.
**What you'll be doing**
+ You will complete advanced modeling and strategy work on SAA capabilities, building out other legal entities, line of business, and product capabilities.
+ You will serve as a liaison to asset specialists, liability teams (new business/valuation modeling teams), risk, and market risk management modeling experts. In addition, you will lead team members and applicable internal/external stakeholders on complex assignments/projects.
+ You will research and analyze complex investment and portfolio information from a variety of internal and external sources to improve portfolio management decisions.
+ You will maintain knowledge on current and emerging developments/trends, stay abreast of global capital market trends, regulatory changes, assess the impact, and collaborate with senior management to incorporate new trends and developments in current and future strategies.
+ You will direct and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives. In addition, you will identify and direct the implementation of process improvements that significantly improve quality across the team, department and/or business unit.
+ You will lead the design and management of SAA across capital, liquidity, and sustainability dimensions. In addition, you will co-develop models and tools to optimize portfolio allocations under various economic scenarios.
+ You will align asset allocation strategies with enterprise risk appetite, regulatory frameworks (e.g., Bermuda, US RBC), and long-term business goals.
+ You will collaborate with portfolio managers to translate strategic views into actionable investment decisions.
+ You will ensure alignment between macroeconomic outlook, asset class expectations, and adjust allocations in response to evolving market conditions and internal constraints.
+ You will collaborate with ALM, actuarial, treasury, and risk teams to ensure asset-liability matching and capital efficiency.
+ You will present strategic recommendations to senior leadership, investment committees, and boards.
+ You will apply expert judgment to interpret model outputs and guide strategic decisions.
**What we're looking for**
_Must-haves:_
+ Advanced degree in finance, economics, actuarial science, or related field.
+ 10+ years of experience in investment strategy, asset allocation, and/or insurance portfolio management.
+ 3yr + experience with running a strategic asset allocation process for Life & Annuity companies.
+ Solid understanding of fixed income investments & Asset Liability Management (ALM).
+ Deep understanding of insurance balance sheets, liability structures, and regulatory capital frameworks.
+ Strong quantitative skills and familiarity with optimization models and scenario analysis tools.
+ Proven ability to communicate complex investment strategies to senior stakeholders.
+ Experience managing diverse, high-performing teams.
+ Ability to effectively communicate via writing/verbal while being able to also present and demonstrate ability to influence at all levels of management through clear, informed, and logical discussions/presentations.
+ Demonstrated strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches.
_Nice-to-haves:_
+ Chartered Financial Analyst designation, Associate of Society of Actuaries or Fellow of Society of Actuaries or Chartered Enterprise Risk Analyst or progress towards any of these
+ Bermuda regulatory experience.
+ Python, MATLAB, Power Bi, and Power Point expertise.
+ Demonstrated experience thinking outside of the box to provide creative and effective solutions.
+ Proven ability to be adaptable, agile and flexible abilities to provide creative solutions.
**Travel Requirements**
+ Up to 10%
**Application Deadline**
Applications for this position will be accepted through Friday, October 3, 2025 subject to earlier closure due to applicant volume.
**What's it like to work here?**
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
**What's in it for you:**
+ Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
+ Leadership development and virtual training opportunities
+ PTO/parental leave
+ Competitive 401K and employee benefits ( Free financial counseling, health coaching and employee assistance program
+ Tuition assistance program
+ Work arrangements that work for you
+ Effective productivity/technology tools and training
The pay range for this position is $125,800 - $229,100 with **anticipated pay for new hires between the minimum and midpoint of the range** and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
**About The Company**
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive ( environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**Be Aware of Fraudulent Recruiting Activities**
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at if you encounter a recruiter or see a job opportunity that seems suspicious.
**Additional Information**
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.
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AVP, Strategic Asset Allocation

19087 Wayne, Pennsylvania Lincoln Financial

Posted 15 days ago

Job Viewed

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Job Description

**Alternate Locations:** Greensboro, NC (North Carolina); Radnor, PA (Pennsylvania)
**Work Arrangement:**
Hybrid : Employee will work 3 days a week in a Lincoln office
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 75164
**The Role at a Glance**
As the **AVP of Strategic Asset Allocation** , you will own and provide strategic direction for Asset Allocation in the either our Greensboro, NC or Radnor, PA offices.
_Background Details_
As the AVP of Strategic Asset Allocation (SAA), you will lead the design and management of the Strategic Asset Allocation (SAA), ensuring alignment with the enterprise's risk appetite across capital, liquidity, and regulatory frameworks. You will closely collaborate with the market risk management team, which owns the underlying model, as well as ongoing communication with the portfolio managers and product actuaries. The SAA will support both the enterprise-level objectives and individual product strategies.
**What you'll be doing**
+ You will complete advanced modeling and strategy work on SAA capabilities, building out other legal entities, line of business, and product capabilities.
+ You will serve as a liaison to asset specialists, liability teams (new business/valuation modeling teams), risk, and market risk management modeling experts. In addition, you will lead team members and applicable internal/external stakeholders on complex assignments/projects.
+ You will research and analyze complex investment and portfolio information from a variety of internal and external sources to improve portfolio management decisions.
+ You will maintain knowledge on current and emerging developments/trends, stay abreast of global capital market trends, regulatory changes, assess the impact, and collaborate with senior management to incorporate new trends and developments in current and future strategies.
+ You will direct and enhance organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives. In addition, you will identify and direct the implementation of process improvements that significantly improve quality across the team, department and/or business unit.
+ You will lead the design and management of SAA across capital, liquidity, and sustainability dimensions. In addition, you will co-develop models and tools to optimize portfolio allocations under various economic scenarios.
+ You will align asset allocation strategies with enterprise risk appetite, regulatory frameworks (e.g., Bermuda, US RBC), and long-term business goals.
+ You will collaborate with portfolio managers to translate strategic views into actionable investment decisions.
+ You will ensure alignment between macroeconomic outlook, asset class expectations, and adjust allocations in response to evolving market conditions and internal constraints.
+ You will collaborate with ALM, actuarial, treasury, and risk teams to ensure asset-liability matching and capital efficiency.
+ You will present strategic recommendations to senior leadership, investment committees, and boards.
+ You will apply expert judgment to interpret model outputs and guide strategic decisions.
**What we're looking for**
_Must-haves:_
+ Advanced degree in finance, economics, actuarial science, or related field.
+ 10+ years of experience in investment strategy, asset allocation, and/or insurance portfolio management.
+ 3yr + experience with running a strategic asset allocation process for Life & Annuity companies.
+ Solid understanding of fixed income investments & Asset Liability Management (ALM).
+ Deep understanding of insurance balance sheets, liability structures, and regulatory capital frameworks.
+ Strong quantitative skills and familiarity with optimization models and scenario analysis tools.
+ Proven ability to communicate complex investment strategies to senior stakeholders.
+ Experience managing diverse, high-performing teams.
+ Ability to effectively communicate via writing/verbal while being able to also present and demonstrate ability to influence at all levels of management through clear, informed, and logical discussions/presentations.
+ Demonstrated strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches.
_Nice-to-haves:_
+ Chartered Financial Analyst designation, Associate of Society of Actuaries or Fellow of Society of Actuaries or Chartered Enterprise Risk Analyst or progress towards any of these
+ Bermuda regulatory experience.
+ Python, MATLAB, Power Bi, and Power Point expertise.
+ Demonstrated experience thinking outside of the box to provide creative and effective solutions.
+ Proven ability to be adaptable, agile and flexible abilities to provide creative solutions.
**Travel Requirements**
+ Up to 10%
**Application Deadline**
Applications for this position will be accepted through Friday, October 3, 2025 subject to earlier closure due to applicant volume.
**What's it like to work here?**
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
**What's in it for you:**
+ Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
+ Leadership development and virtual training opportunities
+ PTO/parental leave
+ Competitive 401K and employee benefits ( Free financial counseling, health coaching and employee assistance program
+ Tuition assistance program
+ Work arrangements that work for you
+ Effective productivity/technology tools and training
The pay range for this position is $125,800 - $229,100 with **anticipated pay for new hires between the minimum and midpoint of the range** and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
**About The Company**
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive ( environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**Be Aware of Fraudulent Recruiting Activities**
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at if you encounter a recruiter or see a job opportunity that seems suspicious.
**Additional Information**
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.
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AVP, Strategic Asset Allocation

19087 Wayne, Pennsylvania Lincoln Financial

Posted 15 days ago

Job Viewed

Tap Again To Close

Job Description

**Alternate Locations:** Radnor, PA (Pennsylvania)
**Work Arrangement:**
Hybrid : Employee will work 3 days a week in a Lincoln office
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 75104
**The Role at a Glance**
As we expand our strategic capabilities to drive long term value, we are excited to bring on a highly analytical & motivated Assistant Vice President to our Strategic Asset Allocation (SAA) team. This role will focus on developing and enhancing methodologies and models that optimize asset-liability strategies, improve capital & risk-adjusted investment yield, and ultimately strengthen product profitability. This is an exciting opportunity to join a growing function that is shaping the future of yield generation and profitability across our insurance product portfolio. If you are passionate about applying advanced modeling techniques to solve real-world financial challenges, we invite you to be part of this journey.
**What you'll be doing**
**Research, Develop and Improve the Strategic Asset Allocation Model**
+ Develop the framework for, and improve upon, the Investment team's Strategic Asset Allocation Model, including a focus on Liability-Driven Asset Allocation
+ Work directly with the general account investment team to directly support key company strategic priorities, including internal, external, onshore, and offshore reinsurance arrangements
+ Ensure models are executed as designed, with clear attribution and interpretation of results
+ Investigate mathematical and portfolio optimization methodologies to improve accuracy and runtime.
+ Collaborate with other teams on assumption modeling and manage updates from both external and internal sources.
+ Stay apprised of new trends in industry techniques and applications of related quantitative modeling
**Collaborate on Research Topics Related to General Account Asset Management**
+ Brainstorm with senior members to generate innovative ideas and solutions.
+ Build ad-hoc tools for research ideas and implement prototype models using Python, translating mathematical concepts into code within a limited timeframe.
+ Analyze results and provide conclusions and explanations.
+ Provide intuition on the impact to the overall portfolio of different asset classes and their placement in the different legal entity portfolios
**Develop and Execute other In-House Models Upon Request**
+ Integrate macroeconomic and capital market assumptions into SAA models.
+ Support strategic insights that may inform future tactical asset allocation decisions.
**Prototype and Implement Visualizations and Communications**
+ Create visually interesting and intuitive displays of the most important results
+ Design reports, metrics, and communications that identify actionable investment insights
**What we're looking for**
**_Must Have:_**
+ Ph.D. or Master's in a quantitative discipline (Financial Engineering, Mathematics, Physics, Engineering, or related fields)
+ Solid background in mathematics and statistics.
+ 10+ years of experience in a related field, at least 5 of which is directly building/maintaining SAA model
+ Experience with US and/or Bermudan life insurance capital regimes
+ Strong coding skills in Python and any other programming language.
+ Familiarity with databases, data visualization, and portfolio optimization techniques.
+ Strong communication skills.
+ Curiosity and passion for research.
**_Nice to Have:_**
+ Previous experience in credit risk modeling.
+ Familiarity with capital market assumptions.
+ Prior experience with asset liability management, SAA optimization work for liability driven investment strategies, and/or asset modeling experience.
**Application Deadline**
Applications for this position will be accepted through October, 31, 2025, subject to earlier closure due to applicant volume.
**What's it like to work here?**
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
**What's in it for you:**
+ Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
+ Leadership development and virtual training opportunities
+ PTO/parental leave
+ Competitive 401K and employee benefits ( Free financial counseling, health coaching and employee assistance program
+ Tuition assistance program
+ Work arrangements that work for you
+ Effective productivity/technology tools and training
The pay range for this position is $125,800 - $229,100 with **anticipated pay for new hires between the minimum and midpoint of the range** and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
**About The Company**
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive ( environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**Be Aware of Fraudulent Recruiting Activities**
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at if you encounter a recruiter or see a job opportunity that seems suspicious.
**Additional Information**
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.
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Financial Analysis

98073 Snoqualmie, Washington Microsoft Corporation

Posted 2 days ago

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Job Description

You'll be part of a team that builds Microsoft's end-to-end Cloud Infrastructure while driving cost efficiency to support scalable growth. Your work will help ensure cloud services deliver financial performance and long-term value. This is an opportunity to influence how Microsoft invests in infrastructure to meet global demand.
In this role, you'll provide financial planning and decision support for Azure's Hybrid Cloud and High Memory Compute offerings. You will lead investment modeling, margin analysis, and strategic planning to inform infrastructure decisions-strengthening Microsoft's approach to cloud economics and financial performance.
Microsoft's mission is to empower every person and every organization on the planet to achieve more, and we're dedicated to this mission across every aspect of our company. Our culture is centered on embracing a growth mindset and encouraging teams and leaders to bring their best each day. Join us and help shape the future of the world.
**Responsibilities**
+ Lead day-to-day partnership with C+AI engineering teams to drive best-in-class profitability.
+ Partner with C+AI engineering teams to optimize timing and magnitude of capital investments across emerging hardware platforms.
+ Identify and drive cross-functional cost efficiencies including resource optimization, engineering optimization, fleet lifecycle management, and global capacity planning. Partner with engineering teams to drive product profitability.
+ Partner with the engineering and product marketing teams to support end-to-end product planning, long-term steady state profitability strategies.
+ Articulate findings into high quality communications and facilitate executive decision making across C+E business and finance executive leaders.
+ - Partner across finance orgs, including revenue planning, infrastructure, R&D, and FP&A to drive results.
**Qualifications**
Required/minimum qualifications
+ Master's Degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 2+ years experience in financial analysis, accounting, controllership or finance, or related field OR Bachelor's Degree in Business Administration, Accounting, Finance, Economics, Data Science or related field AND 4+ years experience in financial analysis, accounting, controllership or finance, or related field OR equivalent experience.
+ 1+ years of experience in data and financial modeling, including working with enterprise financial systems.
Additional or preferred qualifications
+ Established leadership skills with analytical modeling and strategic thinking.
+ Ability to communicate complex analysis in a simple way. Executive level oral and written communication skills.
+ Demonstrated results proactively driving and delivering high value/high-impact project through both individual and v-team efforts.
+ Collaborative partnering capabilities, with the ability to influence others without direct authority and appropriately push back as required.
+ Ability to handle multiple tasks under tight deadlines, quickly prioritize for impact and the resourcefulness to deliver.  
Financial Analysis IC4 - The typical base pay range for this role across the U.S. is USD $96,500 - $88,400 per year. There is a different range applicable to specific work locations, within the San Francisco Bay area and New York City metropolitan area, and the base pay range for this role in those locations is USD 123,500 - 206,400 per year.
Certain roles may be eligible for benefits and other compensation. Find additional benefits and pay information here: US corporate pay information | Microsoft Careers ( will accept applications for the role until October 12th, 2025
Microsoft is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request via the Accommodation request form ( .
Microsoft is an equal opportunity employer. Consistent with applicable law, all qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application process, read more about requesting accommodations ( .
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Financial Analysis Consultant

Colorado, Colorado Banner Health

Posted 1 day ago

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Job Description

**Department Name:**
WR Admin-Region-Clinic
**Work Shift:**
Day
**Job Category:**
Finance
**Estimated Pay Range:**
$35.37 - $58.95 / hour, based on location, education, & experience.
In accordance with State Pay Transparency Rules.
Find your path in health care. Operating a hospital is more than IV bags and trauma rooms. One might be surprised by the number of people who work behind the scenes and play a critical role in ensuring the best care for our patients. Apply today.
This position will support our Western Region locations within BMG. In this role, your primary daily responsibilities will be reviewing financials for Banner Health Clinics, end of month processes, financial analysis including pro formas, as well as understanding & analyzing compensation plans for Providers.
**Work Schedule: Monday-Friday 8am-5pm**
**Location: Remote - Arizona, California, Colorado, Nebraska, Nevada, Wyoming**
Soft Skills: Must work independently, communicate clearly and effectively, ability to prioritize and handle multi projects at any given time.
At Banner Medical Group, you'll have the opportunity to perform a critical role in the community where you practice. Banner Medical Group provides both primary and specialty care throughout the communities in which Banner Health operates. We do this in a variety of settings - from smaller group practices like our Banner Health Clinics in Colorado and Wyoming, to large multi-specialty Banner Health Centers in the metropolitan Phoenix area. We currently have more than 1,000 physicians and more than 3,500 total employees in our group and are seeking others to enhance our ability to deliver our nonprofit mission of providing excellent patient care.
POSITION SUMMARY
This position provides analytical support for the financial positioning and future growth of assigned area/region. This position leads in the development, analysis, and preparation of financial plans, reporting and key performance indicators to achieve overall system and entity strategic goals and objectives.
CORE FUNCTIONS
1. Provides high level of financial expertise through analysis and interpretation of data gathered for decision support. Gather and challenge assumptions from various multi-disciplinary teams, develop financial proformas, and assist in preparation and presentation of business plans.
2. Leads key financial processes within assigned area or region (e.g. operating budgets, forecasting, program reporting and analysis, charge management, cost accounting, decision support, contracting and reimbursement analysis) by coordinating resources and communication and leading process teams.
3. Ensures regulatory compliance within the assigned business unit(s). Provides assistance, coordination and education, as necessary to internal customers for compliance within contractual and regulatory requirements.
4. Initiates and directs the identification and implementation of operating improvements and efficiencies by identifying important trends and variances through the review of management reports and financial analysis.
5. Implements and help guide processes to implement changes based on data. Provides strategic financial guidance based on high level analysis of various data elements.
6. Provides direction to coordinate implementation and support for financial systems based software products to enhance current and future system functionality. Develops and presents ongoing financial indicators and education programs based on the needs of assigned business unit(s).
7. Prepare accurate and timely management and regulatory reports by accessing information from a variety of sources and utilizing consistent reporting formats and assist in the development of meaningful performance measures.
8. Assignments located at various Banner locations will have regional accountability and will provide financial analysis support for multiple facilities within Banner.
9. Works on complex problems in which analysis of situations or data requires an in-depth evaluation of various factors. Proven advanced analytical and modeling skills are necessary. Must be able to work with minimal supervision and prioritize multiple projects and use of sophisticated software programs. Exercise judgment within generally defined practices and policies in selecting methods and techniques for obtaining solutions. Position interacts with Regulatory Agencies, Information Services Benefits, Finance and Human Resources ensure timely, accurate and efficient reporting of data and processes. Incumbent must be able to read and understand technical pronouncements, identify compliance issues and make independent decisions. Assignments with in the Western Region will have regional scope and accountability.
MINIMUM QUALIFICATIONS
Requires a Bachelor's degree in Accounting, Finance or Business Administration or equivalent experience.
Requires a proficiency level typically attained with 7+ years of experience in financial management. Must be able to work with minimal supervision and prioritize multiple projects. Requires excellent human relations skills and the ability to effectively interact and communicate both verbally and in writing with all levels staff and outside professionals.
Must be proficient in the use of sophisticated software programs. Proven advanced, analytical, and modeling skills are necessary. Must possess operational skills and knowledge in healthcare, strong leadership, and confidence.
PREFERRED QUALIFICATIONS
Previous supervisory/team leadership experience preferred. Master of Business Administration (MBA) preferred. Experience in healthcare financial management preferred.
Additional related education and/or experience preferred.
**Anticipated Closing Window (actual close date may be sooner):**

**EEO Statement:**
EEO/Disabled/Veterans ( organization supports a drug-free work environment.
**Privacy Policy:**
Privacy Policy ( Health supports a drug-free work environment.
Banner Health complies with applicable federal and state laws and does not discriminate based on race, color, national origin, religion, sex, sexual orientation, gender identity or expression, age, or disability
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AVP, Financial Analysis

06132 Hartford, Connecticut Lincoln Financial

Posted 1 day ago

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Job Description

**Alternate Locations:** Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska); Radnor, PA (Pennsylvania)
**Work Arrangement:**
Hybrid : Employee will work 3 days a week in a Lincoln office
**Relocation assistance:** is not available for this opportunity.
**Requisition #:** 75163
**The Role at a Glance**
This position provides leadership, direction and functional expertise on Life Finance transformation projects to enhance financial analysis and operational efficiency. They will partner with our business and IT team to drive transformation projects to completion by leveraging relationship management skills, and their expertise in financial analysis.
**What you'll be doing**
+ Leads and contributes to departmental or enterprise-wide transformation initiatives, ensuring alignment with stakeholder needs and strategic objectives
+ Manages consultants, resources and relationships to deliver impactful project outcomes
+ Executes and helps shape strategy within assigned area(s), offering subject matter expertise in financial analysis, planning and forecasting.
+ Identify areas of improvement both in projects and in regular course of business that can benefit the broader organization as part of transformation efforts.
+ Strong communication skills, the ability to present, influence, and take feedback by interacting with all levels of management through clear, informed and logical discussions and presentations.
+ Provides management with a comprehensive strategic financial perspective, including potential mitigation solutions.
+ Directs and enhances organizational initiatives by positively influencing and supporting change management and/or departmental/enterprise initiatives.
+ Identifies and directs strategic process improvements that significantly improve quality across the team, department and/or business unit.
+ Provides strategic direction to build and enhance the capability.
**What we're looking for**
**_Must-haves:_**
+ 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's) (Minimum Required)
+ 10+ Years experience in financial analysis that directly aligns with the specific responsibilities for this position. Background can be Financial Analysis, Accounting, or Actuarial. (Required)
**_Nice-to-haves:_**
+ Demonstrated ability to identify, develop and implement process improvements.
+ Demonstrated strong relationship management skills with internal clients (e.g. senior management, peers and colleagues); proven ability to develop creative and collaborative approaches.
+ Demonstrates strong interpersonal skills with a collaborative style.
+ Demonstrates strong project management leadership skills including, critical ability to coordinate and balance multiple projects in a time-sensitive environment, under pressure, and meeting deadlines.
+ Finds common ground and can gain collaboration among management, colleagues and peers; can influence outcomes without directing or commanding.
+ Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
+ Familiarity with Anaplan, SQL, Dataiku preferred.
**Application Deadline**
Applications for this position will be accepted through October 12, 2025, subject to earlier closure due to applicant volume.
**What's it like to work here?**
At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.
**What's in it for you:**
+ Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes
+ Leadership development and virtual training opportunities
+ PTO/parental leave
+ Competitive 401K and employee benefits ( Free financial counseling, health coaching and employee assistance program
+ Tuition assistance program
+ Work arrangements that work for you
+ Effective productivity/technology tools and training
The pay range for this position is $125,800 - $229,100 with **anticipated pay for new hires between the minimum and midpoint of the range** and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.
**About The Company**
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services.
With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach.
Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice.
Lincoln is committed to creating an inclusive ( environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Follow us on Facebook ( , X ( , LinkedIn ( , Instagram ( , and YouTube ( . For the latest company news, visit our newsroom ( .
**Be Aware of Fraudulent Recruiting Activities**
If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.
Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at if you encounter a recruiter or see a job opportunity that seems suspicious.
**Additional Information**
This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.
Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.
Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling .
This Employer Participates in E-Verify. See the E-Verify ( notices.
Este Empleador Participa en E-Verify. Ver el E-Verify ( avisos.
Lincoln Financial Group ("LFG") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, veterans status, or genetic information. Opportunities throughout LFG are available to employees and applicants and are evaluated on the basis of job qualifications. We have a drug free work environment and we perform pre-employment substance abuse testing.
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Director Financial Analysis

95054 Santa Clara, California Applied Materials

Posted 1 day ago

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Job Description

**Who We Are**
Applied Materials is a global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. We design, build and service cutting-edge equipment that helps our customers manufacture display and semiconductor chips - the brains of devices we use every day. As the foundation of the global electronics industry, Applied enables the exciting technologies that literally connect our world - like AI and IoT. If you want to push the boundaries of materials science and engineering to create next generation technology, join us to deliver material innovation that changes the world.
**What We Offer**
Salary:
$180,500.00 - $248,500.00
Location:
Santa Clara,CA
You'll benefit from a supportive work culture that encourages you to learn, develop, and grow your career as you take on challenges and drive innovative solutions for our customers. We empower our team to push the boundaries of what is possible-while learning every day in a supportive leading global company. Visit our Careers website to learn more.
At Applied Materials, we care about the health and wellbeing of our employees. We're committed to providing programs and support that encourage personal and professional growth and care for you at work, at home, or wherever you may go. Learn more about our benefits ( .
The Semiconductor Products Group (SPG) central planning finance director will play a key role in helping drive the organization to meet both short- and long-term operating model goals and be responsible for providing deep insights into segment revenue and margin drivers.
The right individual will have strong analytical skills, work ethic and maturity, capable of thinking broadly while having a good grasp on details. The person will be responsible for managing a team of ~5 financial analysts as well as supporting their growth.
**Primary Responsibilities:**
+ This role will Lead the Central Planning Financial Analysis team and be the finance owner of the gross margin initiative for the Semiconductor Product Group
+ Collaborate with FP&A reporting teams to deliver strategic insights during quarterly and annual forecasting cycles.
+ Develop and manage forward-looking financial forecasts and scenario planning focused on orders, revenue, and gross margins.
+ Partner with operations to align cost and efficiency improvements with long-term margin goals; implement systemic reporting to track progress across multiple initiatives.
+ Work with Install and Warranty teams to monitor cost/efficiency programs and provide quarterly updates on performance.
+ Interpret financial results and trends to generate actionable insights and recommendations for executive leadership.
+ Build and maintain predictive financial models to support strategic planning and performance monitoring.
+ Prepare and update financial content for board meetings, ensuring accuracy and strategic alignment.
+ Provide financial modeling, analysis, and valuation support for acquisitions and ad-hoc projects
+ Manage, mentor, and develop a high-performing financial analysis team.
**Requirements:**
+ Master's Degree (Finance, Economics, Engineering or Business-related degree preferred)
+ 10+ years of progressive experience within the semiconductor industry, with a strong background in financial planning and analysis.
+ Exceptional communication and persuasion skills, with the ability to influence cross-functional stakeholders.
+ Ability to transform ambiguous goals into tangible processes and/or analyses
+ Advanced analytical skills, including financial modeling, forecasting, and performance reporting.
+ Strong attention to detail and clarity of thought; capable of working effectively across global, cross-functional teams.
+ Curiosity to learn the business, improve processes and strive for excellence
+ Comfortable operating independently in a fast-paced, dynamic global environment with minimal guidance.
**Additional Information**
**Time Type:**
Full time
**Employee Type:**
Assignee / Regular
**Travel:**
Yes, 10% of the Time
**Relocation Eligible:**
Yes
The salary offered to a selected candidate will be based on multiple factors including location, hire grade, job-related knowledge, skills, experience, and with consideration of internal equity of our current team members. In addition to a comprehensive benefits package, candidates may be eligible for other forms of compensation such as participation in a bonus and a stock award program, as applicable.
For all sales roles, the posted salary range is the Target Total Cash (TTC) range for the role, which is the sum of base salary and target bonus amount at 100% goal achievement.
Applied Materials is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, national origin, citizenship, ancestry, religion, creed, sex, sexual orientation, gender identity, age, disability, veteran or military status, or any other basis prohibited by law.
In addition, Applied endeavors to make our careers site ( accessible to all users. If you would like to contact us regarding accessibility of our website or need assistance completing the application process, please contact us via e-mail at , or by calling our HR Direct Help Line at , option 1, and following the prompts to speak to an HR Advisor. This contact is for accommodation requests only and cannot be used to inquire about the status of applications.
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Financial Analysis III

95054 Santa Clara, California Applied Materials

Posted 1 day ago

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Job Description

**Who We Are**
Applied Materials is a global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world. We design, build and service cutting-edge equipment that helps our customers manufacture display and semiconductor chips - the brains of devices we use every day. As the foundation of the global electronics industry, Applied enables the exciting technologies that literally connect our world - like AI and IoT. If you want to push the boundaries of materials science and engineering to create next generation technology, join us to deliver material innovation that changes the world.
**What We Offer**
Salary:
$106,000.00 - $146,000.00
Location:
Santa Clara,CA
You'll benefit from a supportive work culture that encourages you to learn, develop, and grow your career as you take on challenges and drive innovative solutions for our customers. We empower our team to push the boundaries of what is possible-while learning every day in a supportive leading global company. Visit our Careers website to learn more.
At Applied Materials, we care about the health and wellbeing of our employees. We're committed to providing programs and support that encourage personal and professional growth and care for you at work, at home, or wherever you may go. Learn more about our benefits ( .
**Key Responsibilities**
+ Completes detailed analysis and commentary for finance and non finance executives
+ Performs required activities and analysis to complete close, flash or commit with minimal oversight on recurring tasks
+ Interacts and presents analytical findings to various stakeholders. At times, may act as a direct business partner with non finance mgmt.
+ Key participant or lead for system integration or process improvement initiatives
+ Support Annual budgeting, forecasting and long-term planning process.
+ Develop financial models to support business decisions.
+ Provide variance analysis, identifying key drivers of financial performance and making recommendations.
+ Collaborate with cross-functional teams to gather and validate financial data, ensuring accuracy and completeness.
+ Business partner with operational business leaders to provide financial insights and support strategic initiatives.
+ Highlight risks and opportunities at planning cycles.
+ Be and advisor to drive operational efficiency and cost optimization and effectiveness.
+ Monitor Key Performance Indicators (KPIs) and track financial performance against targets, ensuring alignment with business objectives.
+ Conduct ad-hoc analysis to support business needs such as investment needs or competitive benchmarking.
+ Identify and implement process improvements to enhance efficiency of FP&A function.
+ Develop and maintain financial reporting tools and systems ensuring data integrity and accessibility.
**Qualifications and Preferences**
+ Bachelor's degree in finance, Accounting, Business or related field (MBA degree Preferred)
+ 7-10 Years Experience in Financial Planning Analysis, preferably in High Tech
+ Advanced proficiency in financial modeling, excel and financial software (e.g. SAP, Oracle, Hyperion, Anaplan or similar)
+ Ability to manage multiple priorities in fast paced environment, with minimal supervision.
+ Excellent communication skills and the ability to present complex financial information clearly and concisely.
**Additional Information**
**Time Type:**
Full time
**Employee Type:**
Assignee / Regular
**Travel:**
Yes, 10% of the Time
**Relocation Eligible:**
No
The salary offered to a selected candidate will be based on multiple factors including location, hire grade, job-related knowledge, skills, experience, and with consideration of internal equity of our current team members. In addition to a comprehensive benefits package, candidates may be eligible for other forms of compensation such as participation in a bonus and a stock award program, as applicable.
For all sales roles, the posted salary range is the Target Total Cash (TTC) range for the role, which is the sum of base salary and target bonus amount at 100% goal achievement.
Applied Materials is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, national origin, citizenship, ancestry, religion, creed, sex, sexual orientation, gender identity, age, disability, veteran or military status, or any other basis prohibited by law.
In addition, Applied endeavors to make our careers site ( accessible to all users. If you would like to contact us regarding accessibility of our website or need assistance completing the application process, please contact us via e-mail at , or by calling our HR Direct Help Line at , option 1, and following the prompts to speak to an HR Advisor. This contact is for accommodation requests only and cannot be used to inquire about the status of applications.
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Financial Analysis Advisor

91702 Azusa, California Southern California Edison

Posted 1 day ago

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Job Description

Join the Clean Energy Revolution
Become a Financial Analysis Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll be responsible for developing portfolio budgets, analyzing performance against various internal and Commission metrics and maintain the accounting structure for the portfolio. As a Financial Analysis Advisor, your work will help power our planet, reduce carbon emissions and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future?
**Responsibilities**
+ Project manages efforts and coordinate and ensure the appropriate involvement from various subject matter experts and support organizations for the Operating Unit or enterprise
+ Conducts ad hoc analysis supporting either the financial planning or strategic analysis workstreams, as needed
+ Leads the development and validation of complex financial models. Validates others' models and ensures accuracy and integrity of results
+ Reviews spending projections and derives utility revenue requirements and related analyses
+ Assesses ongoing capital project business cases, and assists in providing recommendations for funding approval to relevant stakeholder by assessing capital structures, and performing cost of capital calculations
+ Provides leadership on cross-functional teams on planning activities that have significant financial impact or risk to the Operating Unit or enterprise
+ Delivers financial advisory support to the business including analysis of potential investments, mergers, acquisitions, or divestitures
+ Contributes to the implementation of risk management and internal controls processes that comply with accounting, organizational, and regulatory policies
+ Develops cross functional relationships and interact with leaders across the company to provide guidance and lead the financial evaluation and development of business cases for capital projects and programs
+ Identifies and implements ways to improve working processes within the area of responsibility and communicate issues and areas for improvement to enterprise managers
+ A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity.
**Minimum Qualifications**
+ Seven or more years of experience in financial planning, modeling and/or forecasting.
Preferred Qualifications
+ 5 years of experience with budgeting and variance analysis
+ Experience reconciling financial data
+ Experience with SAP accounting structures
Additional Information
+ This position's work mode is hybrid. The employee will report to an SCE facility for a set number of days with the option to work remotely on the remaining days.  Unless otherwise noted, employees are required to work and reside in the state of California.  Further details of this work mode will be discussed at the interview stage. The work mode can be changed based on business needs.
+ Visit our Candidate Resource ( page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more!
+ Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
About Southern California Edison
The people at SCE don't just keep the lights on. Our mission is so much bigger. We're fueling the kind of innovation that's changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you'll have a chance to grow personally and professionally, making a real impact in Southern California and around the world.
Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status.
We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at .
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  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
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