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Financial Planning and Analysis Analyst | Mid-shift at IQ-EQ
Pasig, Metro Manila, Philippines - Full Time
Skills Needed
Financial Planning, Analysis, Excel, Financial Modelling, Power Bi, Workday, Netsuite, Accounting, Data Management, Reporting, Budgeting, Forecasting, Communication, Teamwork, Multi Currency, Project Support
Specialization
Candidates should be qualified accountants with strong accounting capabilities and experience in financial modeling. Proficiency in tools like Power BI and Workday is advantageous, along with the ability to work under tight deadlines.
Experience Required
Minimum 2 year(s)
Assistant Manager, Financial Reporting & Accounting at AXA
Gurgaon, haryana, India - Full Time
Skills Needed
Accounting, Analytical Skills, Financial Reporting, Income Statement Analysis, Balance Sheet, Journal Entries, Reconciliation Skills, Excel, Communication Skills, Interpersonal Skills, Process Improvement, Insurance Accounting, Reinsurance Industry, Presentation Skills, Management Reporting
Specialization
Candidates should have a CA qualification or MBA in Finance with relevant experience in financial accounting and internal reporting. Strong analytical skills and proficiency in Excel are essential, along with effective communication abilities.
Experience Required
Minimum 2 year(s)
Business Development Representative - Financial Sales at Shamrock Trading Corporation
Overland Park, Kansas, United States - Full Time
Skills Needed
Sales, Account Management, Financial Products Presentation, Negotiation, Relationship Building, Upselling, Cross Selling, Client Communication, Issue Escalation, Strategic Planning, Competitive Analysis, Product Marketing, Sales Tools Development, Process Refinement, Salesforce, Microsoft Office Suite
Specialization
Candidates must possess a Bachelor's degree or have 2+ years of customer service or account management experience, coupled with a passion for learning and a relationship-driven approach. Essential qualifications include excellent computer skills (Salesforce and Microsoft Office Suite), strong organizational abilities, self-motivation, critical thinking, negotiation skills, and strong written and verbal communication.
Financial Service Representative/FT Onsite/Manchester at Triangle Credit Union
Manchester, New Hampshire, United States - Full Time
Skills Needed
Customer Service, Financial Service, Cash Handling, Lending, Sales Strategies, Computer Skills, Communication Skills, Problem Solving, Organizational Skills, Attention To Details, Math Skills, Conflict Resolution, Diplomacy, Tact, Ira Transactions, Cd Transactions
Specialization
Required experience includes previous member/customer service or financial service experience, along with cash handling experience; previous lending experience is a plus. A high school education or GED is required, though post-secondary education is desired, alongside strong interpersonal skills, sales acumen, and computer proficiency.
Executive Director, Non-Financial Risk Program Lead at Morgan Stanley
New York, New York, United States - Full Time
Skills Needed
Risk Management, Operational Risk, Enterprise Risk Management, Risk Quantification, Compliance, Data Visualization, Scenario Analysis, Stress Testing, Communication, Analytical Skills, Framework Design, Stakeholder Management, Governance, Collaboration, Presentation Skills, Policy Development
Specialization
An undergraduate degree is required along with 12-15 years of experience in Operational Risk or Enterprise Risk Management. Strong communication skills and a proven track record in risk framework enhancements are essential.
Experience Required
Minimum 10 year(s)
Financial & Regulator Reporting - Associate Manager at Elavon, Inc.
Milwaukee, Wisconsin, United States - Full Time
Skills Needed
Accounting, Finance, Investor Servicing, Risk Management, Microsoft Office, Portfolio Accounting, Communication Skills, Leadership, Organizational Skills, Advent Applications, Alternative Investments, Team Management
Specialization
A bachelor's degree in accounting, finance, or a related field is required, along with five or more years of experience in the alternative investments industry. Preferred skills include knowledge of Microsoft Office and portfolio accounting.
Experience Required
Minimum 5 year(s)
Financial Coordinator, Labour and Advanced Education at Government of the Northwest Territories
Yellowknife, NT, Canada - Full Time
Skills Needed
Completion, Commerce
Specialization
Business commerce or a related degree
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Financial Specialist (Phone Sales) ($70,000 - $90,000) at Guerra Wealth Advisors
, Florida, United States - Full Time
Skills Needed
Sales, Client Facing, Closing Skills, Appointment Setting, Lead Qualification, Relationship Building, Crm Management, Interpersonal Skills, Goal Oriented, Self Motivated, Team Player, Bilingual (English/Spanish), Financial Knowledge, Proactive
Specialization
Candidates need at least one year of experience in a sales or closing role, with appointment setting experience being preferred, and must possess strong closing skills and a drive for professional growth toward an advisor role. Bilingual proficiency in English and Spanish is preferred, and relevant financial industry experience or licenses are considered a plus.
Matthew Abel Chair in Financial Accounting or Finance at University of Auckland
Auckland, Auckland, New Zealand - Full Time
Skills Needed
Financial Accounting, Finance, Research Leadership, Teaching, Mentoring, Interdisciplinary Research, Financial Disclosure, Information Economics, Social Accounting, Environmental Accounting, Audit, Ai, Fintech, Collaboration, Communication, Academic Philanthropy
Specialization
Candidates should have a strong record of scholarship and a future-focused vision in Finance and Accounting. They must demonstrate enthusiasm for building opportunities and mentoring academic staff.
Experience Required
Minimum 10 year(s)
Financial Controller | Al-Futtaim Automotive | DOMASCO at Al Futtaim Private Company LLC
Dubai, Dubai, United Arab Emirates - Full Time
Skills Needed
Ifrs, Vat, Sap, Accounts Payables, Accounts Receivables, Inventory Management, Contract Review, Pricing, Tenders, Collections, Reconciliation, Working Capital Optimization, Process Improvements, Leadership, Stakeholder Management, Financial Analysis
Specialization
The ideal candidate should have deep knowledge of IFRS and VAT, along with proficiency in SAP and finance processes. A track record in collections, reconciliation resolution, and working capital optimization is also essential.
Experience Required
Minimum 5 year(s)
Account Executive IV - Financial Institutions (MST) at VALASSIS DIGITAL CORP
Phoenix, Arizona, United States - Full Time
Skills Needed
Sales Quota Achievement, Account Planning, Solution Sales, Relationship Building, Client Consultation, Negotiation, Prospecting, Data Analysis, Strategic Selling, Presentation Delivery, Emotional Intelligence, Cognitive Intelligence, Problem Resolution, Overcoming Objections, Crm Software Proficiency, Microsoft Office Proficiency
Specialization
Candidates must have 7-10+ years of successful quota-carrying sales experience, preferably with a focus on building relationships and creating opportunities within financial services or related marketing/SaaS fields. A Bachelor's degree is required, and the role demands excellent communication, strategic thinking, and proficiency in solution selling and CRM software.
Experience Required
Minimum 10 year(s)
Account Executive IV - Financial Institutions (MST) at VALASSIS DIGITAL CORP
Salt Lake City, Utah, United States - Full Time
Skills Needed
Sales Quota Attainment, Account Planning, Solution Sales, Relationship Building, Client Consultation, Negotiation, Prospecting, Data Analysis, Strategic Selling, Presentation Delivery, Problem Resolution, Crm Software Proficiency, Emotional Intelligence, Cognitive Intelligence, Multi Channel Marketing, Financial Services Sales
Specialization
Candidates must have 7-10+ years of successful quota-carrying sales experience, preferably within financial services or marketing, demonstrating consistent over-performance and strong relationship-building skills. A Bachelor's degree is required, and proficiency in solution selling, data utilization, and managing complex sales cycles averaging $250k - $500k is essential.
Experience Required
Minimum 10 year(s)
Account Executive IV - Financial Institutions (MST) at VALASSIS DIGITAL CORP
Denver, Colorado, United States - Full Time
Skills Needed
Sales Quota Achievement, Account Planning, Solution Sales, Relationship Building, Client Consultation, Negotiation, Data Analysis, Strategic Thinking, Presentation Delivery, Prospecting, Objection Handling, Crm Software Proficiency, Multi Channel Marketing, Financial Services Sales, Emotional Intelligence, Cognitive Intelligence
Specialization
Candidates must have 7-10+ years of successful quota-carrying sales experience, preferably with a focus on building relationships and creating opportunities within financial services or related industries. A Bachelor's degree is required, along with proficiency in solution selling, using data as a selling tool, and managing complex sales cycles averaging $250k - $500k.
Experience Required
Minimum 10 year(s)
Financial Advisor/Wealth Management Personal Assistant at 3B Construction
Bangor, Maine, United States - Full Time
Skills Needed
Client Service, Relationship Management, Administrative Support, Operational Support, Financial Planning, Compliance, Communication Skills, Organizational Skills, Problem Solving, Time Management, Microsoft Office, Crm Experience, Attention To Detail, Integrity, Discretion, Professionalism, Interest In Wealth Management
Specialization
Candidates should have an associate or bachelor's degree, preferably in finance or business, along with 2+ years of experience in financial services or administrative support. Strong organizational and communication skills are essential, along with proficiency in Microsoft Office and a client-first mindset.
Experience Required
Minimum 2 year(s)
Financial Planning and Analysis Analyst | Mid-shift at IQ-EQ
Pasig, Metro Manila, Philippines - Full Time
Skills Needed
Financial Planning, Analysis, Excel, Financial Modelling, Power Bi, Workday, Netsuite, Accounting, Data Management, Reporting, Budgeting, Forecasting, Communication, Teamwork, Multi Currency, Project Support
Specialization
Candidates should be qualified accountants with strong accounting capabilities and post-qualification experience preferred. Proficiency in Excel and financial modeling is essential, along with experience in relevant financial tools.
Experience Required
Minimum 2 year(s)
Director of Financial Crimes, Strategy and Technology at Hancock Whitney
Gulfport, Mississippi, United States - Full Time
Skills Needed
Fraud Management, Financial Crimes, Data Analytics, Risk Management, Technology Solutions, Payments, Aml Strategies, Process Improvement, Project Management, Communication Skills, People Management, Regulatory Compliance, Cross Functional Collaboration, Strategic Planning, Client Onboarding, Stakeholder Engagement
Specialization
Candidates must have a Master's Degree or equivalent experience, along with over 10 years of relevant fraud management experience across various verticals. A deep understanding of fraud management techniques, excellent communication skills, and strong project management abilities are essential.
Experience Required
Minimum 10 year(s)
Financial Analyst Intern, application via RippleMatch at RippleMatch Opportunities
Charlotte, North Carolina, United States - Full Time
Skills Needed
Financial Concepts, Financial Modeling, Valuation, Financial Analysis, Excel, Analytical Skills, Organizational Skills, Time Management, Communication Skills, Interpersonal Skills, Attention To Detail, Accuracy, Problem Solving, Eagerness To Learn, Proactive Approach, Extracurricular Activities
Specialization
Candidates should be pursuing a degree in Finance, Economics, Accounting, Business Administration, or a related field. A basic understanding of financial concepts and proficiency in Excel is required.
Financial Analyst Intern, application via RippleMatch at RippleMatch Opportunities
Raleigh, North Carolina, United States - Full Time
Skills Needed
Financial Analysis, Financial Modeling, Valuation, Excel, Analytical Skills, Organizational Skills, Time Management, Communication Skills, Interpersonal Skills, Attention To Detail, Problem Solving, Eagerness To Learn, Proactive Approach, Team Collaboration, Financial Reporting, Extracurricular Activities
Specialization
Candidates should be pursuing a degree in Finance, Economics, Accounting, Business Administration, or a related field. A basic understanding of financial concepts and proficiency in Excel is required.
Intern - Financial Strategy & Operations Consulting at pwc
Hà Nội, , Vietnam - Full Time
Skills Needed
It Operating Models, Cost Optimisation, Mergers Acquisitions, Business Process Re Engineering, Microsoft Office, Problem Solving, Interpersonal Skills, Stakeholder Management, Research And Analysis, Communication Skills, Financial Optimisation, Operating Model Design, Technology Centre Of Excellence, Project Management, Curiosity, Self Driven
Specialization
Candidates should have a bachelor's degree in technology or business management, with experience in banking being an advantage. They should also possess strong problem-solving skills and the ability to manage multiple tasks.
Financial Product Intern (Onboard from July onwards) at Funding Societies Modalku Group
Singapore, , Singapore - Full Time
Skills Needed
Analytical Skills, Problem Solving, Customer Focused Mindset, Data Analysis, Communication Skills, Team Collaboration, Lending Products Knowledge, Sql, Snowflake, Qlik, Python, Html, Javascript, Excel, Data Science, Fintech
Specialization
Candidates must be pursuing a diploma or degree in relevant fields such as Business, Finance, or Data Science, with strong analytical skills and a customer-focused mindset. Basic knowledge of lending products and proficiency in data analysis tools are also required.
Financial Planning and Analysis Analyst | Mid-shift at IQ-EQ
Pasig, Metro Manila, Philippines -
Full Time

Start Date

Immediate

Expiry Date

12 Mar, 26

Salary

0.0

Posted On

12 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial Planning, Analysis, Excel, Financial Modelling, Power BI, Workday, Netsuite, Accounting, Data Management, Reporting, Budgeting, Forecasting, Communication, Teamwork, Multi-Currency, Project Support

Industry

Financial Services

Description
Company Description ABOUT IQ-EQ We’re a leading Investor Services group offering end-to-end services in administration, accounting, reporting, regulatory and compliance needs of the investment sector worldwide. We employ a global workforce of 5,800+ people across 25 jurisdictions and have assets under administration (AUA) exceeding US$750 billion. We work with 13 of the world’s top-15 private equity firms. Our services are underpinned by a Group-wide commitment to ESG and best-in-class technology including a global data platform and innovative proprietary tools supported by in-house experts. Above all, what makes us different is our people. Operating as trusted partners to our clients, we deliver intelligent solutions through a combination of technical expertise and strong relationships based on deep client understanding. We’re driven by our Group purpose, to power people and possibilities. Job Description Responsibilities Financial Planning & Analysis Responsible for financial data input / management Workday Adaptive Planning system to support monthly forecasting, budgeting cycle. Responsible for being the gatekeeper of quality data across all of our relevant systems, driving remedial and corrective actions where necessary. Support the analysis, review and articulation of each budget and forecast to the cluster finance lead and business owners. Analyse financial data and prepare reports comparing actual results against budgeted and forecasted results to identify variances and where appropriate providing added value and insightful commentary to director level audience. Support ad-hoc reporting, analysis, and modelling requests as part of the wider FP&A team Projects Support on various transformational finance projects. These are varied at any given point in time, but can include: Finance systems migrations Finance & Commercial system integrations Company mergers/restructures Development of reporting tools & processes Support in the delivery of enhancements of core finance systems Qualifications Qualified Accountant (CPA, ACCA or Equivalent) with practice background preferred with strong accounting capability Post qualification experience in industry would be advantageous Strong excel skills, with financial modelling experience being essential Experience with Power BI, Workday, Sharperlight (or equivalent reporting tool) and Netsuite will be of a distinct advantage Capable of working to meet tight deadline deliverables, and able to be flexible to prioritise multiple tasks and deliverables at one time Ability to summarise findings and conclusions in a succinct and professional manner, tailored to senior management and board level audience Ability to work independently and as part of the wider team Understanding of multi-currency, working in a global environment. Additional Information OUR COMMITMENT TO YOU AND THE ENVIRONMENT Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders – including our employees, clients, and local communities – while also reducing our impact on our natural environment. There is always more we can, and should do, to improve – whether in relation to our people, our clients, our planet, or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. We’re committed to fostering an inclusive, equitable and diverse culture for our people, led by our Diversity, Equity, and Inclusion steering committee. Our learning and development programmes and systems (including PowerU and MyCampus) enable us to invest in growing our employees’ careers, while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5,800+ employees - from 94 nationalities, across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients’ sustainability and success leads to our sustainability and success. We’re emotionally invested in our clients right from the beginning.
Responsibilities
The Financial Planning and Analysis Analyst is responsible for managing financial data and supporting the budgeting and forecasting cycles. They will analyze financial data, prepare reports, and support various finance projects.
Financial Planning and Analysis Analyst | Mid-shift at IQ-EQ
Pasig, Metro Manila, Philippines - Full Time
Skills Needed
Financial Planning, Analysis, Excel, Financial Modelling, Power Bi, Workday, Netsuite, Accounting, Data Management, Reporting, Budgeting, Forecasting, Communication, Teamwork, Multi Currency, Project Support
Specialization
Candidates should be qualified accountants with strong accounting capabilities and experience in financial modeling. Proficiency in tools like Power BI and Workday is advantageous, along with the ability to work under tight deadlines.
Experience Required
Minimum 2 year(s)
Assistant Manager, Financial Reporting & Accounting at AXA
Gurgaon, haryana, India - Full Time
Skills Needed
Accounting, Analytical Skills, Financial Reporting, Income Statement Analysis, Balance Sheet, Journal Entries, Reconciliation Skills, Excel, Communication Skills, Interpersonal Skills, Process Improvement, Insurance Accounting, Reinsurance Industry, Presentation Skills, Management Reporting
Specialization
Candidates should have a CA qualification or MBA in Finance with relevant experience in financial accounting and internal reporting. Strong analytical skills and proficiency in Excel are essential, along with effective communication abilities.
Experience Required
Minimum 2 year(s)
Business Development Representative - Financial Sales at Shamrock Trading Corporation
Overland Park, Kansas, United States - Full Time
Skills Needed
Sales, Account Management, Financial Products Presentation, Negotiation, Relationship Building, Upselling, Cross Selling, Client Communication, Issue Escalation, Strategic Planning, Competitive Analysis, Product Marketing, Sales Tools Development, Process Refinement, Salesforce, Microsoft Office Suite
Specialization
Candidates must possess a Bachelor's degree or have 2+ years of customer service or account management experience, coupled with a passion for learning and a relationship-driven approach. Essential qualifications include excellent computer skills (Salesforce and Microsoft Office Suite), strong organizational abilities, self-motivation, critical thinking, negotiation skills, and strong written and verbal communication.
Financial Service Representative/FT Onsite/Manchester at Triangle Credit Union
Manchester, New Hampshire, United States - Full Time
Skills Needed
Customer Service, Financial Service, Cash Handling, Lending, Sales Strategies, Computer Skills, Communication Skills, Problem Solving, Organizational Skills, Attention To Details, Math Skills, Conflict Resolution, Diplomacy, Tact, Ira Transactions, Cd Transactions
Specialization
Required experience includes previous member/customer service or financial service experience, along with cash handling experience; previous lending experience is a plus. A high school education or GED is required, though post-secondary education is desired, alongside strong interpersonal skills, sales acumen, and computer proficiency.
Executive Director, Non-Financial Risk Program Lead at Morgan Stanley
New York, New York, United States - Full Time
Skills Needed
Risk Management, Operational Risk, Enterprise Risk Management, Risk Quantification, Compliance, Data Visualization, Scenario Analysis, Stress Testing, Communication, Analytical Skills, Framework Design, Stakeholder Management, Governance, Collaboration, Presentation Skills, Policy Development
Specialization
An undergraduate degree is required along with 12-15 years of experience in Operational Risk or Enterprise Risk Management. Strong communication skills and a proven track record in risk framework enhancements are essential.
Experience Required
Minimum 10 year(s)
Financial & Regulator Reporting - Associate Manager at Elavon, Inc.
Milwaukee, Wisconsin, United States - Full Time
Skills Needed
Accounting, Finance, Investor Servicing, Risk Management, Microsoft Office, Portfolio Accounting, Communication Skills, Leadership, Organizational Skills, Advent Applications, Alternative Investments, Team Management
Specialization
A bachelor's degree in accounting, finance, or a related field is required, along with five or more years of experience in the alternative investments industry. Preferred skills include knowledge of Microsoft Office and portfolio accounting.
Experience Required
Minimum 5 year(s)
Financial Coordinator, Labour and Advanced Education at Government of the Northwest Territories
Yellowknife, NT, Canada - Full Time
Skills Needed
Completion, Commerce
Specialization
Business commerce or a related degree
Qualification
Graduate
Experience Required
Minimum 3 year(s)
Financial Specialist (Phone Sales) ($70,000 - $90,000) at Guerra Wealth Advisors
, Florida, United States - Full Time
Skills Needed
Sales, Client Facing, Closing Skills, Appointment Setting, Lead Qualification, Relationship Building, Crm Management, Interpersonal Skills, Goal Oriented, Self Motivated, Team Player, Bilingual (English/Spanish), Financial Knowledge, Proactive
Specialization
Candidates need at least one year of experience in a sales or closing role, with appointment setting experience being preferred, and must possess strong closing skills and a drive for professional growth toward an advisor role. Bilingual proficiency in English and Spanish is preferred, and relevant financial industry experience or licenses are considered a plus.
Matthew Abel Chair in Financial Accounting or Finance at University of Auckland
Auckland, Auckland, New Zealand - Full Time
Skills Needed
Financial Accounting, Finance, Research Leadership, Teaching, Mentoring, Interdisciplinary Research, Financial Disclosure, Information Economics, Social Accounting, Environmental Accounting, Audit, Ai, Fintech, Collaboration, Communication, Academic Philanthropy
Specialization
Candidates should have a strong record of scholarship and a future-focused vision in Finance and Accounting. They must demonstrate enthusiasm for building opportunities and mentoring academic staff.
Experience Required
Minimum 10 year(s)
Financial Controller | Al-Futtaim Automotive | DOMASCO at Al Futtaim Private Company LLC
Dubai, Dubai, United Arab Emirates - Full Time
Skills Needed
Ifrs, Vat, Sap, Accounts Payables, Accounts Receivables, Inventory Management, Contract Review, Pricing, Tenders, Collections, Reconciliation, Working Capital Optimization, Process Improvements, Leadership, Stakeholder Management, Financial Analysis
Specialization
The ideal candidate should have deep knowledge of IFRS and VAT, along with proficiency in SAP and finance processes. A track record in collections, reconciliation resolution, and working capital optimization is also essential.
Experience Required
Minimum 5 year(s)
Account Executive IV - Financial Institutions (MST) at VALASSIS DIGITAL CORP
Phoenix, Arizona, United States - Full Time
Skills Needed
Sales Quota Achievement, Account Planning, Solution Sales, Relationship Building, Client Consultation, Negotiation, Prospecting, Data Analysis, Strategic Selling, Presentation Delivery, Emotional Intelligence, Cognitive Intelligence, Problem Resolution, Overcoming Objections, Crm Software Proficiency, Microsoft Office Proficiency
Specialization
Candidates must have 7-10+ years of successful quota-carrying sales experience, preferably with a focus on building relationships and creating opportunities within financial services or related marketing/SaaS fields. A Bachelor's degree is required, and the role demands excellent communication, strategic thinking, and proficiency in solution selling and CRM software.
Experience Required
Minimum 10 year(s)
Account Executive IV - Financial Institutions (MST) at VALASSIS DIGITAL CORP
Salt Lake City, Utah, United States - Full Time
Skills Needed
Sales Quota Attainment, Account Planning, Solution Sales, Relationship Building, Client Consultation, Negotiation, Prospecting, Data Analysis, Strategic Selling, Presentation Delivery, Problem Resolution, Crm Software Proficiency, Emotional Intelligence, Cognitive Intelligence, Multi Channel Marketing, Financial Services Sales
Specialization
Candidates must have 7-10+ years of successful quota-carrying sales experience, preferably within financial services or marketing, demonstrating consistent over-performance and strong relationship-building skills. A Bachelor's degree is required, and proficiency in solution selling, data utilization, and managing complex sales cycles averaging $250k - $500k is essential.
Experience Required
Minimum 10 year(s)
Account Executive IV - Financial Institutions (MST) at VALASSIS DIGITAL CORP
Denver, Colorado, United States - Full Time
Skills Needed
Sales Quota Achievement, Account Planning, Solution Sales, Relationship Building, Client Consultation, Negotiation, Data Analysis, Strategic Thinking, Presentation Delivery, Prospecting, Objection Handling, Crm Software Proficiency, Multi Channel Marketing, Financial Services Sales, Emotional Intelligence, Cognitive Intelligence
Specialization
Candidates must have 7-10+ years of successful quota-carrying sales experience, preferably with a focus on building relationships and creating opportunities within financial services or related industries. A Bachelor's degree is required, along with proficiency in solution selling, using data as a selling tool, and managing complex sales cycles averaging $250k - $500k.
Experience Required
Minimum 10 year(s)
Financial Advisor/Wealth Management Personal Assistant at 3B Construction
Bangor, Maine, United States - Full Time
Skills Needed
Client Service, Relationship Management, Administrative Support, Operational Support, Financial Planning, Compliance, Communication Skills, Organizational Skills, Problem Solving, Time Management, Microsoft Office, Crm Experience, Attention To Detail, Integrity, Discretion, Professionalism, Interest In Wealth Management
Specialization
Candidates should have an associate or bachelor's degree, preferably in finance or business, along with 2+ years of experience in financial services or administrative support. Strong organizational and communication skills are essential, along with proficiency in Microsoft Office and a client-first mindset.
Experience Required
Minimum 2 year(s)
Financial Planning and Analysis Analyst | Mid-shift at IQ-EQ
Pasig, Metro Manila, Philippines - Full Time
Skills Needed
Financial Planning, Analysis, Excel, Financial Modelling, Power Bi, Workday, Netsuite, Accounting, Data Management, Reporting, Budgeting, Forecasting, Communication, Teamwork, Multi Currency, Project Support
Specialization
Candidates should be qualified accountants with strong accounting capabilities and post-qualification experience preferred. Proficiency in Excel and financial modeling is essential, along with experience in relevant financial tools.
Experience Required
Minimum 2 year(s)
Director of Financial Crimes, Strategy and Technology at Hancock Whitney
Gulfport, Mississippi, United States - Full Time
Skills Needed
Fraud Management, Financial Crimes, Data Analytics, Risk Management, Technology Solutions, Payments, Aml Strategies, Process Improvement, Project Management, Communication Skills, People Management, Regulatory Compliance, Cross Functional Collaboration, Strategic Planning, Client Onboarding, Stakeholder Engagement
Specialization
Candidates must have a Master's Degree or equivalent experience, along with over 10 years of relevant fraud management experience across various verticals. A deep understanding of fraud management techniques, excellent communication skills, and strong project management abilities are essential.
Experience Required
Minimum 10 year(s)
Financial Analyst Intern, application via RippleMatch at RippleMatch Opportunities
Charlotte, North Carolina, United States - Full Time
Skills Needed
Financial Concepts, Financial Modeling, Valuation, Financial Analysis, Excel, Analytical Skills, Organizational Skills, Time Management, Communication Skills, Interpersonal Skills, Attention To Detail, Accuracy, Problem Solving, Eagerness To Learn, Proactive Approach, Extracurricular Activities
Specialization
Candidates should be pursuing a degree in Finance, Economics, Accounting, Business Administration, or a related field. A basic understanding of financial concepts and proficiency in Excel is required.
Financial Analyst Intern, application via RippleMatch at RippleMatch Opportunities
Raleigh, North Carolina, United States - Full Time
Skills Needed
Financial Analysis, Financial Modeling, Valuation, Excel, Analytical Skills, Organizational Skills, Time Management, Communication Skills, Interpersonal Skills, Attention To Detail, Problem Solving, Eagerness To Learn, Proactive Approach, Team Collaboration, Financial Reporting, Extracurricular Activities
Specialization
Candidates should be pursuing a degree in Finance, Economics, Accounting, Business Administration, or a related field. A basic understanding of financial concepts and proficiency in Excel is required.
Intern - Financial Strategy & Operations Consulting at pwc
Hà Nội, , Vietnam - Full Time
Skills Needed
It Operating Models, Cost Optimisation, Mergers Acquisitions, Business Process Re Engineering, Microsoft Office, Problem Solving, Interpersonal Skills, Stakeholder Management, Research And Analysis, Communication Skills, Financial Optimisation, Operating Model Design, Technology Centre Of Excellence, Project Management, Curiosity, Self Driven
Specialization
Candidates should have a bachelor's degree in technology or business management, with experience in banking being an advantage. They should also possess strong problem-solving skills and the ability to manage multiple tasks.
Financial Product Intern (Onboard from July onwards) at Funding Societies Modalku Group
Singapore, , Singapore - Full Time
Skills Needed
Analytical Skills, Problem Solving, Customer Focused Mindset, Data Analysis, Communication Skills, Team Collaboration, Lending Products Knowledge, Sql, Snowflake, Qlik, Python, Html, Javascript, Excel, Data Science, Fintech
Specialization
Candidates must be pursuing a diploma or degree in relevant fields such as Business, Finance, or Data Science, with strong analytical skills and a customer-focused mindset. Basic knowledge of lending products and proficiency in data analysis tools are also required.