31,555 Lead Analyst jobs in the United States
Lead Financial Analyst
Posted today
Job Viewed
Job Description
Description Job Description As a financial analyst on the USRM Results & Insights team, you will be responsible for highlighting financial and operational trends to USRM leadership. The Results & Insights team collaborates across all USRM functions to analyze the operational health of the business and its impacts to our financial results and our organization’s strategic growth & profitability goals. Additionally, this role/team is a high exposure opportunity to support and influence leadership decision-making through informed results-based reporting and presentation. The ideal candidate for this role is proactive and intellectually curious, has a strong financial acumen, excels at collaboration, and is open to challenging the status quo.The ideal candidate also thrives in a fast-paced environment and possesses strong technical capabilities (Microsoft Office). You will contribute to the organization’s success by driving financial results insights and analyses that provide transparency into our financial position. Responsibilities Drives critical results and trend analysis of financial and operational variances to plan, prior year, and forecast in various MORs (Monthly Operating Reviews held by each team within USRM) Provide sound financial insights and expertise through developing monthly results slides (utilizing Microsoft PowerPoint) and exhibits (utilizing Microsoft Excel and Power BI) to inform leadership decision-making and enable stakeholder self-service Analyze monthly Profit & Loss (P&L) statements to identify trends and variances, extracting critical operational insights and translating findings into clear stories for cross-functional teams to drive strategic decision-making Cultivates strong relationships with business partners in functional areas across the organization to identify key profit and growth trends and remain informed on operational drivers Gains exposure by presenting monthly to Finance leadership and the broader Finance organization Continually assesses the efficiency and impact of processes, reports, and tools; proactively identifies continuous improvement opportunities for enhancements; leads or actively participates in increasingly complex department projects and continuous improvement activities Conducts ad-hoc analyses on emerging trends and effectively summarizes and communicates results to management Qualifications Bachelor`s degree (Finance or Accounting) required. CPA or advanced degree in Accounting, Finance, or Business preferred. Minimum of 5 years of finance experience. Must demonstrate attention to detail in a fast-paced work environment and the ability to manage and prioritize multiple projects simultaneously to drive results. Communicates well with own team and across organizational boundaries to ensure the successful completion of shared goals. Comfortable leading meetings and able to communicate issues and trends to senior management and other groups at the appropriate level of detail. Solid understanding of Finance Tools and Analytical Methods. About Us Pay Philosophy: The typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as employees grow and develop within the role. Some roles at Liberty Mutual have a corresponding compensation plan which may include commission and/or bonus earnings at rates that vary based on multiple factors set forth in the compensation plan for the role. As a purpose-driven organization, Liberty Mutual is committed to fostering an environment where employees from all backgrounds can build long and meaningful careers. Through strong relationships, comprehensive benefits and continuous learning opportunities, we seek to create an environment where employees can succeed, both professionally and personally. At Liberty Mutual, we believe progress happens when people feel secure. By providing protection for the unexpected and delivering it with care, we help people embrace today and confidently pursue tomorrow. We are dedicated to fostering an inclusive environment where employees from all backgrounds can build long and meaningful careers. By actively seeking employee feedback and amplifying the voices of our seven Employee Resource Groups (ERGs), which are open to all, we create an environment where every individual can make a meaningful impact so we continue to meet the evolving needs of our customers. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. To learn more about our benefit offerings please visit: Liberty Mutual is an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law. Fair Chance Notices California Los Angeles Incorporated Los Angeles Unincorporated Philadelphia San Francisco #J-18808-Ljbffr
Lead Financial Analyst
Posted today
Job Viewed
Job Description
Performs accounting, financial reporting and analysis functions. Responsible for applying financial analysis knowledge and judgment to activities that are diverse and complex. Job Description Responsibilities:Assist with product line reporting for th Financial Analyst, Financial, Accounting, Analyst, Diversity, Leadership, Business Services
Lead Financial Analyst
Posted 3 days ago
Job Viewed
Job Description
Analog Devices, Inc. (NASDAQ: ADI) is a global semiconductor leader that bridges the physical and digital worlds to enable breakthroughs at the Intelligent Edge. ADI combines analog, digital, and software technologies into solutions that help drive advancements in digitized factories, mobility, and digital healthcare, combat climate change, and reliably connect humans and the world. With revenue of more than $9 billion in FY24 and approximately 24,000 people globally, ADI ensures today's innovators stay Ahead of What's Possible.
Location: Camas, Washington
Mobility: Occasional travel between Beaverton and Camas may be required
Job Summary: We are seeking a highly skilled and experienced Lead Financial Analyst to join our Global Front-End Operations Finance team. The ideal candidate will oversee financial analysis activities, budget forecasting, provide insights to support business decision-making, and lead cost improvement initiatives at Camas Internal Fab. This role requires a robust analytical mindset, excellent leadership skills, and the ability to work both independently and collaboratively with various departments.
Key Responsibilities:
- Act as a Finance Business Partner to the Senior Management Team in the Camas wafer fabrication factory, providing analysis and delivering insights that link financial reports to business strategies.
- Lead all aspects of financial month/quarter close and forecasting process. Develop mechanisms to facilitate automated financial forecasting modeling.
- Analyze variances to plan, partner with operations for root cause analysis, communicate findings to management, and provide recommendations for spending improvements.
- Collaborate closely with manufacturing operations leaders to support business decision-making, including scenario analysis, cost savings projects, process improvements, site loading allocation, make vs buy, financial analysis for long term strategy, and other ad hoc analyses.
- Monitor capital expenditures, conduct ROI analysis, and lead ITC reporting efforts.
- Assist in consolidating financial results and forecasts for all internal fabs, and support various ad hoc projects.
- Drive the standard costing process and costing harmonization/standardization initiatives.
- Conduct monthly/quarterly/yearly inventory cycle counts. Track all asset movements and maintain complete and accurate records in the system.
- Provide support to other business groups as needed.
Qualifications:
- Bachelor's degree in Finance, Accounting, or a related field; MBA or CPA preferred.
- Minimum of 5 years of experience in financial analysis within a manufacturing environment, preferably wafer fab.
- Ability to work with minimal direction, often taking a lead role in problem resolution for functional/organizational level issues.
- Excellent project management and creative thinking skills, with the ability to anticipate changes and direct or redirect efforts when needed.
- Strong presentation and interpersonal skills, with the ability to listen, interpret, influence senior management, negotiate, inspire, and challenge.
- Ability to challenge the status quo; comfortable proposing, justifying, and executing process improvements.
- Proficiency in financial modeling and data analysis tools.
- Strong knowledge of US GAAP and standard costing.
- Experience with SAP and Anaplan preferred
Job Req Type: Experienced Required Travel: Yes, 10% of the time Shift Type: 1st Shift/Days
The expected wage range for a new hire into this position is $9,000 to 148,500. Actual wage offered may vary depending on work location, experience, education, training, external market data, internal pay equity, or other bona fide factors. This position qualifies for a discretionary performance-based bonus which is based on personal and company factors. This position includes medical, vision and dental coverage, 401k, paid vacation, holidays, and sick time, and other benefits. Benefits for the position includes 10 paid holidays per year, paid vacation starting at 136 hours per year for full-time employees (prorated for part-time employees), and paid sick time that exceeds the requirements of the Washington State Sick Leave law.
Lead Financial Analyst
Posted 4 days ago
Job Viewed
Job Description
Job Family
Finance - GeneralAbout Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life .
Today, were part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of whats important to them.
Were empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate , which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7 ,000 people. Its part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. * For more information, visit transamerica.com .
Job Description Summary
Performs accounting, financial reporting and analysis functions. Responsible for applying financial analysis knowledge and judgment to activities that are diverse and complex.Job Description
Responsibilities:
Assist with product line reporting for the Life Equity business (Indexed UL and Variable UL).
Extracts financial data from various accounting and information systems to perform appropriate analyses.
Analyzes financial data and defines relevant information; interprets data for the purpose of determining past financial performance and/or to project a financial result.
Determines appropriate methodology to prepare information for use by others.
May manage staff to achieve performance standards. Develops and motivates staff to achieve effectiveness; mentors, trains and shares knowledge. Ensures staff demonstrates appropriate customer service attitudes.
Offers leadership and direction to others.
Exhibits a thorough understanding of business and analysis concepts.
Supports client reporting needs including client performance and compensation. Performs client analysis and trend reporting.
Participate in monthly accounting processes to ensure accuracy and completeness of financial records.
Recommends changes to processes to improve and achieve greater efficiencies.
Utilizes a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending and results analysis.
Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company. .
Solves complex problems in creative ways; Significant initiative and independent judgment required; makes varied decisions; Operates with substantial latitude for un-reviewed action or decision; Typically plans, conducts and supervises assignments, reviews progress and evaluates results; Exhibits leadership skills; mentors employees across teams; May manage the workload of others.
Responsible for adherence to the company's framework of internal controls.
Qualifications:
Bachelors degree in Accounting or Finance and/or equivalent work experience.
Minimum of 8 years experience, with degree.
Advanced computer skills.
Preferred Qualifications:
1 year supervisory experience.
Solid knowledge of accounting/financial area preferred (for example, investments, insurance products, premium).
Ability to effectively communicate orally and in writing, ability to handle multiple projects, willingness to take on new projects, customer service approach, highly analytical.
Work effectively individually and within a team, organizational and prioritization skills, effective judgment ; address employee issues on a timely basis.
Working Conditions:
Hybrid
Fast paced deadline-driven office environment
Occasional travel.
Locations:
Baltimore, MD
Cedar Rapids, IA
Denver, CO
Philadelphia, PA
The Salary for this position generally ranges between $94,000 - $110,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Companys discretion.
This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees .
Compensation Benefits
-
Competitive Pay
-
Bonus for Eligible Em ployees
Benefits Package
-
Pension Plan
-
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
-
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
-
Parental Leave fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of s ervice at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
College Coach Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. Were thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads , and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company - sponsor ed, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees . They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamericas Parent Company
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
* As of December 31, 2023
#J-18808-LjbffrLead Financial Analyst
Posted 4 days ago
Job Viewed
Job Description
Overview:
Lutron has an immediate opening for a Lead Financial Analyst to support our Operations Finance Team. This position will be a key part of the Corporate Finance Team supporting management decision-making with reporting and analysis in a cross-functional environment. A successful Lead Financial Analyst will have a working knowledge of accounting, financial analysis, strong data manipulation skills, and the initiative to learn and add value to the business.
Responsibilities:Coordinate all aspects of budgeting, financial analysis, and reporting for their specific area of ownership within Cost of Goods Sold (COGS):
- Manage the annual budget process for business partners, including monthly data analysis of variance to budget
- Accurately prepare consolidated monthly and quarterly forecasts based on key drivers from leaders across the organization
- Analyze trends in operating expenses, capital expenditures and other related areas
- Identify opportunities for efficiency improvement and cost savings through analysis of large data sets
- Analyze the financial impact, risks, and opportunities of business decisions proposed by leadership
- Prepare monthly variance analyses and support and enhance financial reporting
- Research and understand cost drivers based on historical trends in data and expected performance
Active communication across the Lutron organization:
- Lead business reviews with business partners and the finance team
- Provide detailed financial analytics in support of monthly updates
- Equip business partners with the data they need to meet or exceed financial commitments
- Proactively make recommendations to business partners regarding risks and opportunities
- Partner with accounting during the monthly close process and ensure compliance with Lutrons accounting policies
- Provide data and visuals for board of director and audit committee presentations
- Bachelor's degree in Accounting, Finance, or related field required
- Minimum cumulative 3.00 GPA required for all degrees earned
- 5+ years of work experience preferred; minimum 3 years of work experience required in finance and/or accounting with monthly reporting responsibility
- Strong Excel data analytical skills required
- Experience in manufacturing is preferred
- Experience in SAP is a plus
Lutron Services Co., Inc. is a subsidiary of Lutron Electronics. Lutron Electronics position as the worldwide leader in innovative lighting control and shading solutions has enabled consistent, annual growth. Our company has cultivated a reputation of unsurpassed quality, a broad range of technologies and product offerings, and a strong commitment to servicing our worldwide customers. This has allowed the company to invest in developing new technologies and services, expand our technical capabilities and global presence, and to find and retain the best talent. Build your career with Lutron where you will enjoy competitive compensation and benefits while exploring many options for continued growth and education. Make a difference every day in our dynamic, people-centric, technology-driven organization. For more information, view our website at
Lutron Electronics is an Equal Opportunity Affirmative Action Employer. We welcome qualified, motivated applicants regardless of race, color, religion, sex, national origin, age, disability or genetics
Lead Financial Analyst
Posted 7 days ago
Job Viewed
Job Description
Job Family
Finance - GeneralAbout Us
At Transamerica, hard work, innovative thinking, and personal accountability are qualities we honor and reward. We understand the potential of leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests.
Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there.
Who We Are
We believe everyone deserves to live their best life. More than a century ago, we were among the first financial services companies in America to serve everyday people from all walks of life .
Today, were part of an international holding company, with millions of customers and thousands of employees worldwide. Our insurance, retirement, and investment solutions help people make the most of whats important to them.
Were empowered by a vast agent network covering North America, with diversity to match. Together with our nonprofit research institute and foundation, we tune in, step up, and are a force for good for our customers and the communities where we live, work, and play. United in our purpose, we help people create the financial freedom to live life on their terms.
What We Do
Transamerica is organized into three distinct businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions, and 3) Financial Assets, which includes legacy blocks of long term care, universal life, and variable and fixed annuities. These are supported by Transamerica Corporate , which includes Finance, People and Places, General Counsel, Risk, Internal Audit, Strategy and Development, and Corporate Affairs, which covers Communications, Brand, and Government and Policy Affairs.
Transamerica employs nearly 7 ,000 people. Its part of Aegon, an integrated, diversified, international financial services group serving approximately 23.9 million customers worldwide. * For more information, visit transamerica.com .
Job Description Summary
Performs accounting, financial reporting and analysis functions. Responsible for applying financial analysis knowledge and judgment to activities that are diverse and complex.Job Description
Responsibilities:
Assist with product line reporting for the Life Equity business (Indexed UL and Variable UL).
Extracts financial data from various accounting and information systems to perform appropriate analyses.
Analyzes financial data and defines relevant information; interprets data for the purpose of determining past financial performance and/or to project a financial result.
Determines appropriate methodology to prepare information for use by others.
May manage staff to achieve performance standards. Develops and motivates staff to achieve effectiveness; mentors, trains and shares knowledge. Ensures staff demonstrates appropriate customer service attitudes.
Offers leadership and direction to others.
Exhibits a thorough understanding of business and analysis concepts.
Supports client reporting needs including client performance and compensation. Performs client analysis and trend reporting.
Participate in monthly accounting processes to ensure accuracy and completeness of financial records.
Recommends changes to processes to improve and achieve greater efficiencies.
Utilizes a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending and results analysis.
Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company. .
Solves complex problems in creative ways; Significant initiative and independent judgment required; makes varied decisions; Operates with substantial latitude for un-reviewed action or decision; Typically plans, conducts and supervises assignments, reviews progress and evaluates results; Exhibits leadership skills; mentors employees across teams; May manage the workload of others.
Responsible for adherence to the company's framework of internal controls.
Qualifications:
Bachelors degree in Accounting or Finance and/or equivalent work experience.
Minimum of 8 years experience, with degree.
Advanced computer skills.
Preferred Qualifications:
1 year supervisory experience.
Solid knowledge of accounting/financial area preferred (for example, investments, insurance products, premium).
Ability to effectively communicate orally and in writing, ability to handle multiple projects, willingness to take on new projects, customer service approach, highly analytical.
Work effectively individually and within a team, organizational and prioritization skills, effective judgment ; address employee issues on a timely basis.
Working Conditions:
Hybrid
Fast paced deadline-driven office environment
Occasional travel.
Locations:
Baltimore, MD
Cedar Rapids, IA
Denver, CO
Philadelphia, PA
The Salary for this position generally ranges between $94,000 - $110,000 annually. Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Companys discretion.
This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation in order to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
What We Offer
For eligible employees, we offer a comprehensive benefits package designed to support both the personal and financial well-being of our employees .
Compensation Benefits
-
Competitive Pay
-
Bonus for Eligible Em ployees
Benefits Package
-
Pension Plan
-
401k Match
Employee Stock Purchase Plan
Tuition Reimbursement
Disability Insurance
Medical Insurance
Dental Insurance
Vision Insurance
Employee Discounts
Career Training & Development Opportunities
Health and Work/Life Balance Benefits
-
Paid Time Off starting at 160 hours annually for employees in their first year of service.
Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
-
Parental Leave fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of s ervice at the time of birth, placement of an adopted child, or placement of a foster care child.
Adoption Assistance
Employee Assistance Program
College Coach Program
Back-Up Care Program
PTO for Volunteer Hours
Employee Matching Gifts Program
Employee Resource Groups
Inclusion and Diversity Programs
Employee Recognition Program
Referral Bonus Programs
Inclusion & Diversity
We believe our commitment to diversity and inclusion creates a work environment filled with exceptional individuals. Were thrilled to have been recognized for our efforts through the Human Rights Campaign Corporate Equality Index, Dave Thomas Adoption Friendly Advocate, and several Seramount lists, including the Inclusion Index, 100 Best Companies for Working Parents, Best Companies for Dads , and Top 75 Companies for Executive Women.
To foster a culture of inclusivity throughout our workforce, workplace, and marketplace, Transamerica offers a wide range of diversity and inclusion programs. This includes our company - sponsor ed, employee-driven Employee Resource Groups (ERGs), which are formed around a shared interest or a common characteristic of diversity. ERGs are open to all employees . They provide a supportive environment to help us better appreciate our similarities and differences and understand how they benefit us all.
Giving Back
We believe our responsibilities extend beyond our corporate walls. That's why we created the Aegon Transamerica Foundation in 1994. Through a mix of financial grants and the volunteer efforts of our employees, the foundation supports nonprofit organizations focused on the things that matter most to our people in the communities where we live and work.
Transamericas Parent Company
Aegon acquired the Transamerica business in 1999. Since its start in 1844, Aegon has grown into an international company serving more than 23.9 million people across the globe.* It offers investment, protection, and retirement solutions, always with a clear purpose: Helping people live their best lives. As a leading global investor and employer, the company seeks to have a positive impact by addressing critical environmental and societal issues, with a focus on climate change and inclusion and diversity.
* As of December 31, 2023
#J-18808-LjbffrLead Financial Analyst
Posted 7 days ago
Job Viewed
Job Description
Legal Entity: Entergy Operations, Inc.-EOI
**This position will be filled as a Financial Analyst Lead or Senior Lead based on the candidate's experience and qualifications. **
JOB SUMMARY/PURPOSE:
Monitors, maintains, and completes key financial and operational functions, and participates in the reporting processes. Supports Entergy's Finance group by assisting with budget, reporting, controls, as well as highlighting key issues and exposing items that may impact profitability. Is involved in process improvement projects and ad hoc reporting, analysis, and financial modeling in support of business needs.
JOB DUTIES/RESPONSIBILITIES:
- Creates financial models or analyses as needed and explain the results.
- Identifies and performs necessary updates to models and related systems. Processes documentation ensuring model output accuracy.
- Suggests and implements process improvements to benefit greater team.
- Communicates issues to teammates and internal/external customers in a clear fashion.
- Communicates with other departments to gather information about Entergy's businesses and transactions. Communicates with subject matter experts across the company to better understand the risk of certain projects and/or investments.
- Works in collaboration with business units to assess industry/market trends, commodity pricing, regulatory strategies, and to prepare financial comparative data for use in decision making.
Minimum education required of the position:
- Bachelor's Degree in Accounting, Finance or Engineering, or equivalent work experience. Desired: MBA.
Minimum experience required of the position:
- Financial Analyst I: 0-2 years of professional experience in finance, accounting, banking or the relevant field.
- Financial Analyst II: 2 - 4 years of professional experience in finance, accounting, banking or the relevant field.
- Financial Analyst III: 3 - 5 years of professional experience in finance, accounting, banking or the relevant field.
- Financial Analyst Lead: 5+ years of professional experience in finance, accounting, banking or the relevant field.
- Proficient knowledge of MS Office, Word, PowerPoint and Excel.
- Ability to work with minimal supervision or within a team environment.
- Ability to analyze problems and create solutions.
- Significant knowledge of financial theory and valuation.
- Ability to understand and solve complex financial transactions.
- Ability to prioritize and handle multiple time sensitive projects effectively.
- Strong verbal and written communications skills.
- Basic knowledge of financial theory and valuation.
- Desired: CPA, CFA, PE or similar certificates/licenses.
Primary Location: Louisiana-New Orleans Louisiana : New Orleans
Job Function : Professional
FLSA Status : Professional
Relocation Option: No Relocation Offered
Union description/code : NON BARGAINING UNIT
Number of Openings : 1
Req ID: 119786
Travel Percentage :Up to 25%
An Equal Opportunity Employer, Minority/Female/Disability/Vets. Please click here to view the EEO page, or see statements below.
EEO Statement: The Entergy System of Companies provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a protected veteran in accordance with applicable federal, state and local laws. The Entergy System of Companies complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment including, but not limited to, recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
The Entergy System of Companies expressly prohibits any form of unlawful employee harassment based on race, color, religion, sex, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of the Entergy System of Company employees to perform their expected job duties is absolutely not tolerated.
Accessibility: Entergy provides reasonable accommodations for online applicants. Requests for a reasonable accommodation may be made orally or in writing by an applicant, employee, or third party on his or her behalf. If you are an individual with a disability and you are in need of an accommodation for the recruiting process please click here and provide your name, contact number, the accommodation requested and the requisition number that you are requesting the accommodation for. Employee Services will contact you regarding your request.
Additional Responsibilities: As a provider of essential services, Entergy expects its employees to be available to work additional hours, to work in alternate locations, and/or to perform additional duties in connection with storms, outages, emergencies, or other situations as deemed necessary by the company. Exempt employees may not be paid overtime associated with such duties.
Know Your Rights: Workplace Discrimination is Illegal
The non-confidential portions of the affirmative action program for individuals with disabilities and protected veterans shall be available for inspection upon request by any employee or applicant for employment. Please contact to schedule a time to review the affirmative action plan during regular office hours.
WORKING CONDITIONS:
As a provider of essential services, Entergy expects its employees to be available to work additional hours, to work in alternate locations, and/or to perform additional duties in connection with storms, outages, emergencies, or other situations as deemed necessary by the company. Exempt employees may not be paid overtime associated with such duties.
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Lead Financial Analyst
Posted 7 days ago
Job Viewed
Job Description
Job Summary: This job performs financial and business related research and analysis such as the preparation of forecasts and/or analysis of financial reports, records and trends; develops and maintains spreadsheets and databases to facilitate analysis and reporting; and is responsible for conducting and documenting financial analysis projects.
Essential Responsibilities- Display effective communication skills.
- Coordinate with other departments, locations, and divisions.
- Communicate with other departments and/or outside agencies to resolve problems.
- Communicate with management at the organization, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.
- Advise management of expected outcomes, and recommending ways to improve the outcomes.
- Conduct presentation to all levels of management in order to provide a summary of analysis regarding financial results and trends.
- Perform financial and business related analysis.
- Analyze, evaluate and interpret appropriate financial and statistical data.
- Develop and/or document business policies, conduct special financial and business related studies and cooperate with other departments in the preparation of analyses.
- Conduct financial and business related analyses and research including the preparation of forecasts and/or analysis of trends.
- Analyze financial reports and records.
- Provide reasoning for variances and make recommendations relative to the accounting of reserves, assets, and expenditures.
- Independently pursue fundamental problem solving and documents the recommendations to management.
- Facilitate analysis and reporting.
- Utilize computer to input, retrieve or display accounting information.
- Develop and maintain spreadsheets and databases.
- Utilize PC and/or mainframe based systems and software, compiles and prepares reports, graphs and charts of data developed.
- Serve as a project lead for special projects within the department.
- Lead and document financial analysis projects including the preparation of ad hoc reports; to include but not limited to; gathering of data, analysis, documentation of findings, and calculation of results and generation of reports for distribution.
- Coordinate activities to ensure the project is advancing properly and to ensure the project is completed within the timeframes established.
- Make recommendations based on findings when necessary.
- Other duties as assigned or requested.
Minimum
- Bachelor's Degree or relevant experience and/or education as determined by the company in lieu of bachelor's degree
- 7 - 10 years of related progress experience in Accounting and/or Finance including experience in leading projects of varying size and complexity
- Experience with various computer applications to include MS Excel and/or MS Access
Preferred
- Prior pharmacy experience with a pharmacy benefit manager (PBM), consultant, pharmacy provider, or another organization specializing in pharmacy
- Strong written and oral communication skills
- Strong relationship building skills
- Client focused with strong business acumen
- Self-starter with the ability to work under pressure independently and as part of a team
- Ability to think strategically and act proactively to create strong trust and confidence with business units
- Strong innovative problem-solving capabilities
None
Travel Requirement:0% - 25%
Physical, Mental Demands and Working ConditionsPosition Type Office-based Teaches / trains others regularly Occasionally Travel regularly from the office to various work sites or from site-to-site Rarely Works primarily out-of-the office selling products/services (sales employees) Never Physical work site required Yes Lifting: up to 10 pounds Constantly Lifting: 10 to 25 pounds Occasionally Lifting: 25 to 50 pounds Rarely
Disclaimer: The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job.
Compliance Requirement: This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies.
As a component of job responsibilities, employees may have access to covered information, cardholder data, or other confidential customer information that must be protected at all times. In connection with this, all employees must comply with both the Health Insurance Portability Accountability Act of 1996 (HIPAA) as described in the Notice of Privacy Practices and Privacy Policies and Procedures as well as all data security guidelines established within the Company's Handbook of Privacy Policies and Practices and Information Security Policy.
Furthermore, it is every employee's responsibility to comply with the company's Code of Business Conduct. This includes but is not limited to adherence to applicable federal and state laws, rules, and regulations as well as company policies and training requirements.
Pay Range Minimum: $67,500.00 Pay Range Maximum: $126,000.00 Base pay is determined by a variety of factors including a candidate's qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets.
Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law. We endeavor to make this site accessible to any and all users.
Lead Financial Analyst
Posted 7 days ago
Job Viewed
Job Description
Job Summary: This job performs financial and business related research and analysis such as the preparation of forecasts and/or analysis of financial reports, records and trends; develops and maintains spreadsheets and databases to facilitate analysis and reporting; and is responsible for conducting and documenting financial analysis projects.
Essential Responsibilities:
- Display effective communication skills.
- Coordinate with other departments, locations, and divisions.
- Communicate with other departments and/or outside agencies to resolve problems.
- Communicate with management at the organization, subsidiaries, affiliates, other third parties, etc. as to project status and completion deadlines.
- Advise management of expected outcomes, and recommending ways to improve the outcomes.
- Conduct presentation to all levels of management in order to provide a summary of analysis regarding financial results and trends.
- Perform financial and business related analysis.
- Analyze, evaluate and interpret appropriate financial and statistical data.
- Develop and/or document business policies, conduct special financial and business related studies and cooperate with other departments in the preparation of analyses.
- Conduct financial and business related analyses and research including the preparation of forecasts and/or analysis of trends.
- Analyze financial reports and records.
- Provide reasoning for variances and make recommendations relative to the accounting of reserves, assets, and expenditures.
- Independently pursue fundamental problem solving and documents the recommendations to management.
- Facilitate analysis and reporting.
- Utilize computer to input, retrieve or display accounting information.
- Develop and maintain spreadsheets and databases.
- Utilize PC and/or mainframe based systems and software, compiles and prepares reports, graphs and charts of data developed.
- Serve as a project lead for special projects within the department.
- Lead and document financial analysis projects including the preparation of ad hoc reports; to include but not limited to; gathering of data, analysis, documentation of findings, and calculation of results and generation of reports for distribution.
- Coordinate activities to ensure the project is advancing properly and to ensure the project is completed within the timeframes established.
- Make recommendations based on findings when necessary.
- Other duties as assigned or requested.
Qualifications:
Minimum:
- Bachelor's Degree or relevant experience and/or education as determined by the company in lieu of bachelor's degree.
- 7 - 10 years of related progress experience in Accounting and/or Finance including experience in leading projects of varying size and complexity.
- Experience with various computer applications to include MS Excel and/or MS Access.
Preferred:
- Prior pharmacy experience with a pharmacy benefit manager (PBM), consultant, pharmacy provider, or another organization specializing in pharmacy.
Skills:
- Strong written and oral communication skills.
- Strong relationship building skills.
- Client focused with strong business acumen.
- Self-starter with the ability to work under pressure independently and as part of a team.
- Ability to think strategically and act proactively to create strong trust and confidence with business units.
- Strong innovative problem-solving capabilities.
Language (Other than English): None
Travel Requirement: 0% - 25%
Physical, Mental Demands and Working Conditions:
Position Type: Office-based Teaches / trains others regularly Occasionally Travel regularly from the office to various work sites or from site-to-site Rarely Works primarily out-of-the-office selling products/services (sales employees) Never Physical work site required Yes Lifting: up to 10 pounds Constantly Lifting: 10 to 25 pounds Occasionally Lifting: 25 to 50 pounds Rarely
Disclaimer: The job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this job title. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job.
Compliance Requirement: This job adheres to the ethical and legal standards and behavioral expectations as set forth in the code of business conduct and company policies.
Pay Range Minimum: $67,500.00 Pay Range Maximum: $126,000.00 Base pay is determined by a variety of factors including a candidate's qualifications, experience, and expected contributions, as well as internal peer equity, market, and business considerations. The displayed salary range does not reflect any geographic differential Highmark may apply for certain locations based upon comparative markets.
Highmark Health and its affiliates prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibit discrimination against all individuals based on any category protected by applicable federal, state, or local law. We endeavor to make this site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the email below. For accommodation requests, please contact HR Services Online at California Consumer Privacy Act Employees, Contractors, and Applicants Notice Req ID: J263942
Lead Financial Analyst
Posted 7 days ago
Job Viewed
Job Description
Work Place Flexibility: Hybrid Legal Entity: Entergy Operations, Inc.-EOI
Job Summary/Purpose: Monitors, maintains, and completes key financial and operational functions, and participates in the reporting processes. Supports Entergy's Finance group by assisting with budget, reporting, controls, as well as highlighting key issues and exposing items that may impact profitability. Is involved in process improvement projects and ad hoc reporting, analysis, and financial modeling in support of business needs.
Job Duties/Responsibilities- Creates financial models or analyses as needed and explain the results.
- Identifies and performs necessary updates to models and related systems. Processes documentation ensuring model output accuracy.
- Suggests and implements process improvements to benefit greater team.
- Communicates issues to teammates and internal/external customers in a clear fashion.
- Communicates with other departments to gather information about Entergy's businesses and transactions. Communicates with subject matter experts across the company to better understand the risk of certain projects and/or investments.
- Works in collaboration with business units to assess industry/market trends, commodity pricing, regulatory strategies, and to prepare financial comparative data for use in decision making.
Minimum education required of the position: Bachelor's Degree in Accounting, Finance or Engineering, or equivalent work experience. Desired: MBA.
Minimum experience required of the position:
- Financial Analyst I: 0-2 years of professional experience in finance, accounting, banking or the relevant field.
- Financial Analyst II: 2 - 4 years of professional experience in finance, accounting, banking or the relevant field.
- Financial Analyst III: 3 - 5 years of professional experience in finance, accounting, banking or the relevant field.
- Financial Analyst Lead: 5+ years of professional experience in finance, accounting, banking or the relevant field.
Minimum knowledge, skills and abilities required of the position:
- Proficient knowledge of MS Office, Word, PowerPoint and Excel.
- Ability to work with minimal supervision or within a team environment.
- Ability to analyze problems and create solutions.
- Significant knowledge of financial theory and valuation.
- Ability to understand and solve complex financial transactions.
- Ability to prioritize and handle multiple time sensitive projects effectively.
- Strong verbal and written communications skills.
- Basic knowledge of financial theory and valuation.
Any certificates, licenses, etc. required for the position:
- Desired: CPA, CFA, PE or similar certificates/licenses.
Primary Location: Louisiana - New Orleans Louisiana : New Orleans
Job Function: Professional
FLSA Status: Professional
Relocation Option: No Relocation Offered
Union description/code: NON BARGAINING UNIT
Number of Openings: 1
Req ID: 119786
Travel Percentage: Up to 25%