Relationship Banker engaging clients in the lobby to assist with transactions and financial goals at Bank of America in Hoboken/Jersey City area.
About the role
- Financial Analyst providing financial insights and forecasting support for Modern Family Law's multi-location operations. Collaborating across departments to enhance financial planning and compliance.
Responsibilities
- Collect, validate, and consolidate monthly forecasts for 13+ locations to support firm-wide financial planning.
- Analyze trends and variances; proactively identify and notify CFO of risks and opportunities.
- Assist in budgeting cycles and ongoing revenue/expense analysis.
- Serve as the firm’s primary point of coordination for forecasting inputs from Operations, HR, Billing, and other departments, ensuring completeness and timeliness.
- Extract and interpret data from core systems to generate actionable insights.
- Support process improvement and automation initiatives, including Power BI implementation.
- Build and maintain data workflows that enhance visibility and decision-making.
- Continuously enhance forecasting tools, models, and automation pipelines to reduce manual effort and increase forecasting accuracy.
- Partner with Operations, HR, Billing, and other departments to ensure accurate data inputs.
- Participate in cross-departmental training and knowledge-sharing sessions.
- Support internal controls and compliance-related tasks.
- Prepare recurring and ad-hoc financial reports for leadership.
- Complete special projects and analyses as assigned by the CFO.
- Other duties as assigned.
Requirements
- 2–3 years of financial analysis experience in a mid- or large-size organization.
- A Bachelor’s degree is required.
- Comfortable working with multiple systems and large datasets.
- Ability to work extended hours during peak financial cycles or special projects.
- Demonstrated ability to manage recurring financial cycles independently and ensure deadline-driven deliverables without extensive oversight.
- Advanced proficiency in Microsoft Excel and familiarity with Microsoft Suite (Word, PowerPoint).
- Experience with Power BI strongly preferred.
- Ability to build, maintain, and troubleshoot forecasting models, templates, and data workflows.
- Strong analytical mindset with ownership mentality.
- Detail-oriented, dependable, and adaptable in a fast-paced environment.
- Excellent communication skills; able to interact professionally with all levels of personnel, including management and support staff.
- Ability to manage multiple priorities and work under minimal supervision.
- Proactive self-starter who understands details within a larger context.
- Demonstrated reliability and ability to learn new technology quickly.
- Excellent client service skills; organized and able to handle multiple matters simultaneously.
- Flexibility to respond quickly and positively to shifting demands and deadlines.
Benefits
- Comprehensive benefits package includes health insurance
- HSA/FSA options
- Short-term and long-term disability
- Dental and vision care
- Life insurance
- 401(k)
- Vacation
- Sick time
- Access to an employee assistance program
- Additional voluntary benefits include accident insurance, life insurance, disability insurance, critical illness insurance, long-term care insurance, and pet insurance.
- Commuter and transit benefits may be available in some locations.
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Financial Solutions Advisor providing comprehensive financial advice and customized solutions for clients at Bank of America. Responsible for building financial plans and investment strategies to meet client needs.
Financial Solutions Advisor providing tailored financial advice and investment solutions. Responsible for building financial plans and meeting client investment goals across various locations in California.
Financial Analyst providing critical financial insights that shape major bids and projects across defence and aerospace. Work remotely with occasional travel to the UK office for team meetings.
Develop and execute the strategic planning to ensure alignment with corporate direction at Grupo UBEC. Collaborate across departments and support effective decision - making with strategic insights.
Financial Accountant managing fixed and lease assets, ensuring compliance and reporting for national security programs. Standardising processes and partnering across sectors at Babcock.
Billing Advisor ensuring accurate, compliant billing and providing support to the finance team at Burness Paull. Working in a fast - paced environment with opportunities for skill development.
Intern in financial area assisting with payment control and bank reconciliation tasks for ECCOX SOFTWARE S.A., a technology solutions company.
Financial Operations Analyst at Órigo Energia managing the application of liquid assets across economic group. Collaborating with banks and financial institutions to optimize resources and mitigate risks.
Financial Analyst supporting financial routines at Sanrlei Polini Engenharia Consultiva. Responsible for accounts payable, receivable, and cash flow management.