Lead Investment Analyst managing investment analysis for institutional retirement plans at Transamerica. Collaborating with teams to launch and monitor investment products focused on client needs.
About the role
- Financial Analyst role at Associated Bank supporting key financial decisions with clear analysis. Opportunity for early-career professionals in a dynamic financial services environment.
Responsibilities
- Analyze financial results and perform variance analysis to identify key business drivers
- Support monthly, quarterly, and annual close processes, including reporting validation
- Partner with business lines and FP&A
- Build and maintain financial models and spreadsheets to support decision-making
- Conduct ad-hoc analysis to evaluate business performance and emerging trends
- Advise internal stakeholders on profitability across customers, products, and business lines
- Design and deliver clear, actionable financial reports for diverse audiences.
Requirements
- Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience)
- 1+ year of experience in financial services or financial analysis
- 2+ years of experience in financial services (preferred)
- Experience with financial modeling, reporting tools, or data analysis.
Benefits
- Retirement savings including both 401(k) and Pension plans.
- Paid time off to volunteer in your community.
- Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
- Competitive salaries with professional development and advancement opportunities.
- Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
- Personal banking, loan, investment and insurance benefits.
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Financial Analyst III at WashU developing and monitoring budgets and financial reports. Collaborating with department heads and training personnel in financial operations and reporting.
Finance leader providing support for manufacturing cost decisions at Land O'Lakes. Leading financial performance initiatives and team management in a dairy manufacturing environment.
Senior Director of Financial Planning & Analysis leading team to ensure financial insights for CoverMyMeds. Collaborating with high - growth teams in a dynamic healthcare environment.
Financial Reporting Lead preparing financial statements for Humana's Medicaid expansion. Collaborating with executives and leading teams in financial reporting tasks.
Virtual Financial Advisor consulting on investment and insurance strategies for PNC clients. Growing and retaining client relationships while adhering to regulatory guidelines.
Senior Associate within Global Financial Controls at Fidelity, enhancing auditing processes using AI technologies and collaborating with internal Audit teams on financial risks.
Manager of FP&A overseeing financial forecasting, budgeting, and analysis at MRI Software. Leading initiatives and team in financial management supporting company growth.
Senior Financial Analyst focused on operational performance and cost efficiency analysis at CVS Health. Collaborating on budgets, financial reporting, and compliance while leveraging data insights.
Senior Manager in Finance Transformation at CVS Health driving operational efficiencies and improvements in finance processes and systems across the organization