Data Analyst
Analyst Job 22 miles from Avenel
Our client is seeking a Data Analyst to join their team! This position allows for applicants in Irving, TX; Basking Ridge, NJ; or Atlanta, GA.
Produce, edit, and proofread clear and concise content for multiple channels, including voice channels, web, app, agent systems, and other applicable platforms
Collaborate closely with UX Writers, Content Strategists, and Translation services to ensure high-quality copy and Content Quality Assurance (CQA)
Maintain and review tone, voice, and personas across all content created for nine different brands
Design, build, and implement VOC (Voice of the Customer) data flow, data validation, and system integrations in collaboration with GTS, AI&D, vendors, business teams, and development teams.
Drive agile project management, including creating user stories in Jira, leading grooming sessions, and ensuring successful sprint execution
Utilize expertise with VOC vendors such as Qualtrics, Medallia, and other customer experience platforms to design, analyze, and optimize VOC programs
Partner with cross-functional teams to implement technology solutions that enhance customer insights and improve overall experience
Ensure seamless integration of VOC systems with enterprise data architecture to support data-driven decision-making and actionable insights
Manage data ingestion processes, ensuring seamless integration across multiple systems
Lead system integrations, APIs, and real-time payload creation to optimize VOC programs
Desired Skills/Experience:
Bachelor's degree
6+ years of relevant experience in data engineering, system integration, and VOC program implementation
Proficiency in SQL to extract, manipulate, and analyze large datasets
Hands-on experience with system integrations, data engineering, and data migration, with a solid understanding of data architecture across multiple systems
A background in marketing, computer science, business transformation, data science, or customer experience in a business, agency, or consulting environment
Experience developing and automating data analytics and conducting ad-hoc analyses
Strong analytical skills with a proven ability to meet and exceed business objectives
A high level of accountability and ownership
The ability to build strong relationships with business partners, manage multiple projects simultaneously, and deliver results on time
Benefits:
Medical, Dental, & Vision Insurance Plans
401K offered
$24.50 - $35.00 (est. hourly)
Technology and Data Analytics Analyst/Associate
Analyst Job 19 miles from Avenel
MONTICELLOAM, LLC and its affiliates (“Monticello”) is a real estate and asset-based lender providing asset management and comprehensive capital solutions for healthcare, multifamily, and commercial real estate assets throughout the US. Monticello is seeking team players who can work in a collaborative environment and possess drive, integrity, creativity, compassion, and a strong work ethic.
We are looking for a Technology and Data Analytics Analyst/Associate for our New York City office to support investment management teams such as originations, underwriting and asset management as well as finance, accounting, compliance, investor relations, and human resources.
The Technology and Data Analytics Analyst/Associate's primary responsibilities are:
Assist in the design and implementation of a data warehouse, including the setup of various data tables and flow of information from various sources into and out of the data warehouse to support analytics, dashboarding, and automated process flow
Proactively analyze investment related data to answer key questions from internal and external stakeholders including executive management, investment team members, and investors
Develop custom investment related reports across healthcare and multi-family real estate debt and equity
Perform qualitative and quantitative research on public and proprietary data sets and technologies to develop insights, create presentations, and make actionable business recommendations
Leverage AI tools to automate data entry and analysis
Evaluate individual investment and portfolio performance across asset class, geography, and other segmentations to identify key trends
Break complex processes down into their individual components and identify areas where data and technology can increase efficiencies, effectiveness, and scalability
Sustain and oversee the data management systems critical to the firm's success.
Job Requirements:
Bachelor's Degree
Finance, accounting, credit, legal, real estate and/or business background
Established organizational skills and ability to simultaneously handle multiple projects
Extensive technical skills including, iLevel, Snowflake, Tableau, Monday.com, SQL, Python
Experience sourcing and analyzing data through APIs, data scraping, and database querying
Ability to quickly learn new tools and technologies
Interest in financing healthcare, senior housing, multi-family housing and/or renewable energy preferred
Effective oral and written communication and interpersonal skills to liaise with borrowers, financing counterparties, and other external parties
Advanced financial analytical proficiency along with the ability to “see the big picture”
Strong grasp of logic and data analytics
Passion for the firm and passion for what we do
Intellectual curiosity and a desire to understand the purpose behind their work
We firmly believe that the most innovative solutions arise from a diverse, collaborative environment that welcomes varied perspectives and backgrounds. We are dedicated to fostering an inclusive workplace that not only embraces differences but also empowers all individuals, providing them with opportunities to unleash their entrepreneurial spirit. We are an equal opportunity employer.
This opportunity will offer a competitive base salary and performance-based bonuses. The base salary for this position falls within the range of $90,000 to $110,000 per year. The specific compensation package will be determined based on the qualifications of the selected candidate at the time of hiring. Additionally, employees may be eligible for discretionary bonuses, contingent upon their annual performance reviews.
Reporting Data Analyst
Analyst Job 12 miles from Avenel
with a major financial firm. Hybrid - 3 days / week in Newark, NJ.
Junior Data and Reporting Analyst
We are seeking a detail-oriented and highly organized individual with strong Excel skills and attention to detail to support daily tasks. This role will involve data entry and reporting for financials, resourcing and headcount. In addition, the individual will provide backup when needed assisting in managing administrative tasks including employee/contractor onboarding and coordinating schedules. The ideal candidate should be proficient in Microsoft Excel, possess excellent organizational skills, and be comfortable handling confidential information.
Key Responsibilities
Perform data entry, maintain spreadsheets and develop reports (e.g. pivot tables, VLOOKUP, Charts)
Process invoices and expenses
Establish and help maintain relationships internally and externally
When needed will assist with meeting coordination, supporting onboarding and offboarding employees and contractors (this includes, systems access, ordering equipment, processing necessary paperwork, and ensuring smooth integration)
Qualifications & Skills
Bachelor's degree preferred
2+ years of experience working in a similar role
Strong attention to detail and accuracy
Advanced proficiency in Microsoft Excel (e.g. pivot tables, data analytics, Vlookup).
Familiarity with PowerBI is a plus
Strong powerpoint skills
Ability to multitask, prioritize tasks effectively, and manage heavy workloads in a deadline-driven, fast-paced environment.
Strong problem-solving skills and attention to detail.
Ability to work independently and as part of a team.
Strong organizational and time management skills
Strong verbal and written communication and interpersonal skills
Ensure accuracy and confidentiality in handling sensitive information
Business Analyst/Data Analyst
Analyst Job 19 miles from Avenel
Job Title: Analyst / Senior Analyst, Investment Infrastructure and Technology (Business/data analyst)
Work Model: in office 4x a week (Monday-Thur)
Comp: 80-115k base + bonus Summary: A top tier asset management firm with 50bn+ in AUM is looking for a technical business analyst/data analyst hybrid to join their growing but tight knit team. You will focus on data governance and data integrity procedures, business analytics, and
reporting, and other ad-hoc projects which are part of the day-to-day operations of the business.
Key responsibilities include:
* Apply data governance strategies through data validation for internal and external reports
* Assist with generation of various internal reports
* Contribute to the development of enhanced standardized processes and procedures
* Create optimized workflows to produce data analysis and visualizations
* Assist Underwriting team with the closing process for new transactions
* Liaise with adjacent teams on ad-hoc and recurring data requests, internal and external audits, communication and fundraising/marketing updates, projections, portfolio summaries, and other special projects
Requirements:
* Bachelor's degree
* 0-3+ years of relevant work experience
* Excellent skills in data management and analysis, business analytics, and problem-solving
* Experience with SQL Server, SSRS, Python, Power BI, and AI tools
* Professional background in investments, operations, or finance industries preferred
* Knowledge of leveraged finance, fixed income, and/or private equity preferred
* Strong interpersonal and communication skills; establish effective working relationships with teammates
* Balancing thoroughness and efficiency of work
Desired Skills and Experience
data analysis
data analyst
sql
python
business analyst
business analysis
kdb
r
coding
database
power bi
tableau
AI
data governance
query
strategy
operations
operations analyst
data strategy
data strategy operations analyst
technical business analysis
technical busienss analyst
Data Analyst
Analyst Job 15 miles from Avenel
The pay for this role will likely be $25-30/hr. This is an ongoing contract role.
A client of ours is seeking a skilled Data Analyst to manage long-term clients' data systems and reporting frameworks, ensuring data integrity and accuracy. This role also involves consulting for organizations requiring episodic CRM support, including data conversions, reporting, and process documentation. The ideal candidate will transform raw data into actionable insights that drive fundraising and community development efforts. The role covers the full data analysis lifecycle, from requirement gathering to execution and design planning.
Key Responsibilities
Clean, prepare, and maintain data.
Perform data exploration and analysis.
Develop reports and data visualizations.
Collaborate with colleagues and clients to understand data needs and provide actionable insights.
Additional duties as assigned.
Experience & Qualifications
Minimum of 5 years of work experience, including 2-3 years of hands-on CRM experience with Blackbaud CRM, Raiser's Edge, Virtuous / or similar platforms.
Bachelor's degree required.
Background in data entry, finance, operations, or nonprofit fundraising preferred.
Familiarity with Salesforce and/or Great Plains software or any other CRM is a plus.
Skills & Competencies
Proficiency in Microsoft Office Suite and the ability to learn new software tools.
Strong statistical foundation with experience using Excel, SPSS, SAS, SQL, Python, or R.
Excellent analytical skills to compile, structure, and present large datasets with accuracy.
Ability to evaluate data critically and derive meaningful insights.
Strong report writing and presentation abilities.
Excellent organizational and multitasking skills.
Effective communication and collaboration skills across teams.
Understanding of data privacy regulations and best practices in donor data management.
Ability to present complex data insights in an accessible manner for non-technical audiences.
Chargeback Analyst (Onsite)
Analyst Job 27 miles from Avenel
Who we are:
Octapharma USA, an American subsidiary of Octapharma AG, is located in Paramus, New Jersey. Octapharma is one of the largest human protein product manufacturers in the world. Family-owned since being established in 1983, Octapharma is a global healthcare company headquartered in Lachen, Switzerland. Our products are available in 118 countries and reach hundreds of thousands of patients every year.
We are an entrepreneurial company with a high-energy, fast-paced work environment. Our focus is on delivering lifesaving products to patients who rely on our therapies to treat rare diseases and other bleeding and immune disorders. Here, every employee, no matter the department or role, is highly valued and an integral part of our success, which has resulted in year-over-year growth and expansion. The power of our combined efforts and commitment as a team is what makes this all possible.
By truly listening and responding to one another, we work together to reach a common goal and create an environment that inspires excellence. When you walk in our doors each day, you'll be among a friendly group of people who respect your strengths, appreciate your interests, and support your success. We are a family. And we have our long-term employees to show for our wonderful culture and environment.
Position Summary:
Octapharma USA is searching for a Chargeback Analyst to join our team. The Chargeback Analyst is responsible for overseeing all aspects of the Chargeback process. This position will be responsible for the timely receipt, analysis, resolution, and posting/reporting of distributor chargeback requests and resulting reconciliation documentation. The Chargeback Analyst will also be responsible for retrieval and maintaining membership records for GPOs/340B/IDNs, Master Data creation and maintenance, Contracting Data administration, and Customer notifications.
Requirements:
Must be onsite in Paramus, NJ Office
Minimum 2 years of experience with Model N or other pharmaceutical chargeback and contracting system.
Microsoft Office Suite knowledge including excellent Microsoft Excel skills.
In depth knowledge and experience in every function of pharmaceutical chargeback processing and contract administration.
Octapharma USA is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
We commit to an inclusive recruitment process and equality of opportunity for all our job applicants.
At Octapharma USA, we strive to exemplify diversity through our employees, recruitment efforts, and the communities we serve. While promoting equity among our employees and colleagues, we encourage open dialogue with respect for each other's point of view. In an inclusive culture, we can foster a sense of belonging. Diversity, equity, inclusivity and belonging are essential for the success of Octapharma USA.
While Octapharma USA does not require a vaccination for COVID-19 or proof of a recent negative test result for COVID-19 at this time, employees working in customer facing roles must adhere to and comply with customers' (such as hospitals, physician offices, etc.) credentialing guidelines, which may require vaccination. As required by applicable law, Octapharma USA will consider requests for reasonable accommodation for those unable to be vaccinated. This requirement is subject to applicable state and local laws and may not be applicable to employees working in certain jurisdictions.
Octapharma USA Compensation and Benefit Summary: The pay range for this position at commencement of employment is expected to be between $65,000 to $95,000; however, unexpected and necessary adjustments or increases may result from Company annual salary increases, if applicable, and or fluctuations in the job market necessitating adjustments to pay ranges. Further, final pay determinations will depend on various factors, including, but not limited to geographical location, experience level, knowledge, skills and abilities. The total compensation package for this position may also include other elements, including a full range of medical, financial, and/or other benefits (including 401(k) eligibility and paid time off benefits, including parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.
Employees may be eligible to participate in Company employee benefit programs such as health insurance, flexible spending account, paid time off, and disability plan in accordance with the terms of the applicable plans. For additional general information on the company benefits, please go to Employee Benefits.
Industrials Analyst
Analyst Job 19 miles from Avenel
Industrials Analyst for Concentrated L/O Value Fund
Fundamental, value-oriented equity investment firm. Our approach is characterized by: (1) Concentrated capital deployment focused on highest conviction investments. (2) Private-equity style due diligence to gain deep insights into business fundamentals and industry trends within our focused universe. (3) Constructive engagement with management teams to unlock and accelerate shareholder value.
Position Description
Conduct company due diligence, prepare financial models and pitch investment ideas.
Developed market focus with emphasis on US
Key sectors: industrials, materials, consumer, services
Workplace is Midtown Manhattan; no remote option.
Candidates must possess the following:
5+ years of public equities experience gained in any of any of the above sectors
Demonstrated interest in value investing
To apply, please send your resume to *************************** with the subject line: Industrials Analyst Application.
Junior Analyst
Analyst Job 19 miles from Avenel
Junior Analyst
Type: Full Time
Note: Must be a US Citizen or legally authorized to work in the United States without the need for employer sponsorship
Qualification
Bachelor's degree in business (finance, org behavior, marketing, economics)
Business report writing skills
Excellent interpersonal and communication skills
3-5 years of relevant work experience
Position Responsibilities
Drafting white papers and concept notes (structured thinking)
Conducting market research and studying market trends to support projects
Partnering and liaise with different Group entities to support in their operations
Analysis of financial statements and comfort of working with numbers
Desired Competencies
Demonstrated ability to be organized and work both independently and within a team, with strong attention to detail and strong project management skills
Excellent written and verbal communication skills, experience working with cross-functional teams, and presenting to leadership
Advanced proficiency with Microsoft Office applications including Word, Visio, Excel, Project, Access, and PowerPoint
Able to excel in a fast-paced, deadline-driven environment, where small teams share a broad variety of duties
Loan Operations Analyst
Analyst Job 19 miles from Avenel
Operations Analyst - Private Equity Credit Fund
Key Responsibilities
Daily management of portfolio activities, including the handling of interest rate rollovers, principal payments, and interest calculations.
Supervision of the offshore reconciliation team, overseeing cash and position reconciliations across multiple investment funds.
Ensuring the accurate reconciliation of all positions and cash with custodians, fund administrators, and counterparties.
Monitoring and processing amendments and corporate reorganizations, coordinating with teams in Finance & Accounting, Valuations, and Front Office as needed.
Monthly and quarterly preparation of financial packages for the Finance & Accounting team, detailing outstanding reconciliation issues, trade activities, accruals, and any potential control concerns.
Ongoing management of a designated portfolio, providing continued support to the Front Office and Controllers through reporting, assistance, and responding to ad-hoc inquiries.
Experience
Degree in Finance, Accounting, or Economics.
1-3 years of working experience in a buy-side or sell-side financial services institution.
Strong working proficiency with Microsoft Excel software.
Portfolio Operations Analyst
Analyst Job 19 miles from Avenel
Lucid Management and Capital Partners LP
Type: Full-Time
At Lucid Management and Capital Partners, we are a growing and innovative investment management platform overseeing more than $4 billion in assets. We're passionate about achieving exceptional outcomes for our clients and fostering a culture of excellence, innovation, and optimism. We're looking for a driven, detail-oriented individual to join us as a Portfolio Operations Analyst, an early-career position designed to help you grow into an indispensable part of our team.
About Lucid Management and Capital Partners
Lucid is built on a foundation of transparency, integrity, and collaboration. We thrive in a fast-paced, entrepreneurial environment that values curiosity, adaptability, and ownership. We believe in empowering our team members to achieve their highest potential while supporting our clients with unmatched diligence and expertise.
Role Overview
As a Portfolio Operations Analyst, you'll have the opportunity to develop your expertise in trading operations, risk reporting, and automation while contributing to the efficiency and scalability of a high-performing investment platform. This role is designed to help you grow into a core team member by exposing you to various operational, technical, and strategic facets of the business.
Working closely with experienced team members and senior portfolio managers, you'll develop the skills and insights necessary to optimize trade settlements, reconcile accounts, streamline processes, and drive automation. You'll be encouraged to take ownership of your work and will be supported as you build your knowledge, expand your technical toolkit, and take on increasing responsibilities.
Key Responsibilities
You will be expected to grow into the following responsibilities with mentorship and support:
Learn and excel at trade settlement processes: Confirm and settle trades across multiple portfolios.
Develop fund accounting expertise: Perform daily position reconciliations and accounting tasks.
Build risk awareness: Monitor and report on portfolio risk characteristics, collaborating closely with portfolio managers.
Streamline operations: Assist in optimizing booking, settlement, reconciliation, and risk systems with a focus on automation and efficiency.
Enhance communication skills: Liaise directly with counterparties and fund custodians to ensure seamless settlements.
Drive innovation: Contribute to automation and process improvements to increase efficiency, scalability, and cost-effectiveness.
What We're Looking For
This role is designed for candidates who have a strong foundation in finance, analytics, or technology and are eager to develop their expertise in operations and automation. You don't need to be an expert yet-you'll grow into this role with our guidance and support.
Requirements:
Advanced proficiency in Excel (including VBA for automation)
Experience in SQL database management, querying and business process automation
Advanced Python programming skills
Extreme attention to detail
Ability to meet tight deadlines
Team player mindset
Rapid problem recognition and resolution
Demonstrated track record of engaging in community and excelling - sports, clubs, organizations, etc.
What Will Set You Up for Success:
A bachelor's degree in a relevant field and/or 1-2 years of professional experience in finance or upcoming graduation in May 2025.
An interest in financial markets and the desire to build a career in portfolio operations.
Attention to detail and a proactive mindset.
A willingness to embrace challenges and grow through feedback.
A collaborative and optimistic attitude.
Preferred (but not required):
Exposure to fixed income or repo products.
Who You Are
At Lucid, we value traits over tenure. Here's how we define success:
Growth-Oriented: You approach challenges as opportunities to learn and are eager to expand your skill set.
Proactive Problem Solver: You take initiative to identify and address issues, ensuring seamless execution of tasks.
Team Player: You thrive in collaborative environments and enjoy working with others to achieve shared goals.
Detail-Oriented: You take pride in delivering high-quality, accurate work on tight deadlines.
Positive Energy: You bring optimism and enthusiasm to everything you do, inspiring those around you.
Compensation and Benefits
Salary: $75,000-$85,000 per year, commensurate with experience.
Bonus: Annual discretionary bonus based on individual and team performance.
Benefits: Comprehensive healthcare, leave benefits, retirement plan, and opportunities for professional development.
At Lucid, we invest in our people. This role is not just a job-it's the start of a career path. We're committed to helping you achieve your goals while providing the tools, mentorship, and opportunities to grow into a key contributor to our success.
Lucid is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees.
Anti-Money Laundering Analyst
Analyst Job 19 miles from Avenel
Webull is a leading digital brokerage platform built on next generation global infrastructure. At Webull, we believe that everyone should have an equal opportunity to control their own financial future. Our vision has always been to empower individual investors with the tools and resources they need to succeed financially. This commitment remains at the heart of everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-tier trading experience.
About The Role & Team
We are looking for a talented financial services professional to join our world class Operations Team as an AML Analyst. As an AML Analyst here at Webull you are reporting directly into our Director of Compliance. Playing a crucial role, focused on investigating and identifying new trends, patterns, and emerging risks related to trading and funds transfers.
In This Role, You Will
Monitor and review red flags, perform enhanced due diligence when necessary
Be a point of contact for escalations, basic queries, investigations, and overall AML support
Verify proper documentation related to account validations
Respond to AML related issues via phone, handle customer inquiries by conducting research, taking ownership and communicating with clients via email and chat
Review and maintain daily activity and reports, identifying potential issues and taking proper actions
Run background checks on customers and bank accounts
Support with testing, revising existing logic and implementation of new controls
Investigate fraud and follow all documented and reviewed risk controls and escalation procedures to minimize risk to the Firm
Help streamline and optimize AML processes
The Skills You Bring
Bachelor's degree in economics, Business, Finance, Technology or similar major.
1-3 years of experience in AML/KYC department or conducting fraud or financial crimes investigations on behalf of an SRO, Broker Dealer or FCM.
Comfort and fluency with computers and technology and an understanding of how technology is applied to business and regulation.
Strong problem solving, control, and project management skills.
What Makes You Stand Out
You have your ACAMS, CFE and Series 7
A proven ability to work efficiently and accurately under pressure in a fast-paced, multi-tasking environment
You can thrive in both individual and team atmosphere
You have strong communication skills both written and verbal.
Why Webull?
At Webull, we're more than just a company - we're a global community of innovators, problem solvers, and trailblazers. Headquartered in St Petersburg, FL, Webull operates across15 regions worldwide, serving over 20 million registered users. Our team is filled with passionate individuals who inspire one another, work hard, and thrive on tackling challenges together. Here, your ideas matter, your voice is heard, and your contributions have a real impact.
We believe that taking care of our people is the key to success. That's why we offer an exciting suite of benefits designed to support you and your loved ones:
Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!
Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage.
Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, and company holidays.
Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends.
Dynamic Office Culture: Catered lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.
At Webull, we are committed to fair, equitable, and transparent compensation. The base salary range for this position is $70,000-80,000 per year + yearly discretionary bonus + benefits. The final offer will depend on several factors, including the successful candidate's skills, depth of work experience, location, and relevant licenses/ qualifications. Each offer is determined based on individual strengths and relevant business considerations.
This role is based in our Wall Street Operations in New York at 44 Wall Street, New York, NY 10005. We're proud of the dynamic culture we've created across our offices, where ideas flow freely, mentorship happens organically, and opportunities for growth and learning are always within reach. By working in-office, we ensure every team member can fully immerse themselves in our mission, grow alongside colleagues, and make an immediate, tangible impact!
EEOC Statement
Webull is proud to promote diversity and provide equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone.
Analyst
Analyst Job 19 miles from Avenel
Who We Are
Corporate Risk Solutions, LLC (“CRS”) is the preeminent risk management and insurance advisory firm specializing in the private equity and alternative investment community, including their respective portfolio company assets. Headquartered in New York, NY, we partner with 120+ private equity firms, hedge funds, and distressed investors, managing risk for hundreds of portfolio company assets worldwide. CRS also serves as an independent risk manager for a diverse range of stand-alone global businesses, from start-ups to Fortune 10 companies, both privately held and publicly traded.
As a boutique firm, we offer tailored, proprietary client solutions, provide unparalleled access to decision-makers, and create impactful opportunities to influence risk outcomes for some of the world's largest and most complex investment firms.
At CRS, we pride ourselves on delivering exceptional service through collaboration, innovation, and deep expertise. For more information, visit us at *******************
The Opportunity
As an Analyst, you will play a pivotal role in conducting both quantitative and qualitative analyses to drive business growth and achieve and optimize strategies. You'll leverage your analytical skills to manipulate datasets, craft financial models, and distill insights into concise, actionable reports that deliver real value to our clients.
As a key contributor, you'll work closely with professionals across CRS, gaining hands-on experience and building relationships that will elevate your career. If you're passionate about making a tangible impact and thrive in a dynamic, project-focused environment, CRS is the place for you.
The Analyst role requires the ability to thrive in a dynamic setting where priorities shift quickly, and new challenges arise frequently. You must adapt to changing demands, manage competing tasks efficiently, and respond to urgent situations while maintaining focus and quality. A strong sense of organization and the ability to remain calm under pressure are key to succeeding in this dynamic role.
Responsibilities
Analyze and transform data into clear, actionable insights through detailed reports.
Develop compelling pitch and presentation materials that resonate with stakeholders.
Work closely with cross-functional teams to support various projects, ensuring seamless communication and coordination.
Demonstrate effective problem-solving and critical thinking.
Takes the initiative to contribute ideas, manage tasks, and assist in project execution.
Support senior leaders in managing and driving projects, ensuring they are completed on time and exceed client expectations.
Maintain a growth mindset to continuously improve and expand individual skills, industry expertise, and strategic initiatives.
Who You Are
You are an analytical, resourceful, proactive, and driven professional who excels at solving complex problems with creative and thoughtful solutions. Thriving in fast-paced environments, you are eager to contribute to high-impact projects that drive meaningful results. With your natural curiosity, strong communication skills, and collaborative mindset, you will quickly become a valuable asset to any team.
Necessary Personal Attributes
Effective Communicator: You distill complex data and convey ideas to diverse audiences, both verbally and in writing. You actively listen, ask insightful questions, and ensure key points are understood, fostering collaboration and minimizing misunderstandings.
Problem Solver: You demonstrate critical thinking and strong problem-solving skills, identifying challenges, analyzing issues from multiple perspectives, and developing innovative solutions. You approach problems with a proactive and resourceful mindset, leveraging creativity and analytical thinking to resolve obstacles efficiently and effectively.
Organized & Detail-Oriented: Highly detail-oriented with a strong focus on organization, accuracy, and thoroughness. You consistently review work for quality, anticipate potential issues, and maintain process efficiency while ensuring that even the smallest details are addressed.
Action Oriented- You have an outcome-oriented mindset is paramount.
Grit: You possess the mental toughness, courage, passion, work ethic, and perseverance to consistently set and work toward goals, even when faced with obstacles or challenges.
Adaptable: You have a strong aptitude for learning, quickly grasp new and complex concepts, adapt to changing priorities, and apply knowledge in practical, real-world situations while maintaining productivity.
Self-Awareness: You regularly reflect on your contributions, work ethic, decisions, and interactions to continuously improve.
Collaborative: You actively engage with colleagues and cross-functional teams, share knowledge and ideas, and contribute to the collective success of the firm. You foster open, constructive, and positive communication while being adaptable to different work styles and perspectives.
Qualifications
Education: BS or BA from an accredited university/college (preferred fields: Business, Risk Management/Insurance, Finance, Economics, Accounting).
Experience: A strong foundation in risk management, finance, or consulting-including relevant internships, coursework, or early-career roles-is highly valuable.
Proficient in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint).
Tech-savviness and strong experience with Box, Salesforce (a plus).
Familiarity with VBA, Excel modeling, and qualitative analysis.
Strong analytical and critical thinking skills
Exceptional team player, clear communicator, highly organized
Attention to detail and ability to operate efficiently in a dynamic, goal and deadline driven environment
Why CRS?
At CRS, we foster a culture of innovation, collaboration, and growth. You'll work alongside industry leaders on impactful projects, gain exposure to key decision-makers, and build a rewarding career in one of the most dynamic risk management sectors.
Compensation & Benefits: CRS offers a competitive compensation package, including a base salary, benefits (medical, dental, vision), commuter benefits, and a 401(k) plan. Eligibility for a discretionary annual bonus is based on individual and firm performance (at CRS's sole discretion).
Equal Opportunity Employer
Corporate Risk Solutions, LLC is an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.
Apply now to join CRS and shape the future of risk management!
Commercial & Wholesale Operations Analyst
Analyst Job 19 miles from Avenel
Commercial & Wholesale Operations AnalystNew York, United States of America
Responsible for the day-to-day operations of the company's business units. Aims to deliver superior service to clients by driving and optimizing the effectiveness and efficiency of people, processes and technology thereby enhancing financial performance, increasing investment capacity, and managing risk. Builds the sustainable repeatable capabilities that support delivery of the highest standards of service and execution. Analyzes and reviews data tools, business processes and operational standards to execute service delivery. Evaluates and ensures that operations meet company objectives, business needs, service agreements and relevant requirements. Researches and monitors external landscape to identify developments and translate them into operational implications for the company.
Essential Functions/Responsibilities:
As part of the payoff team, will be responsible for ordering and returning files for loan payoffs.
Processes transactions involving booking and servicing commercial loans and letter of credit.
Researches and responds to incoming commercial loan requests received from business areas supported by the department.
Researches payment history, loan balances, and associated documentation including loan notes, forbearance agreements, and modifications.
Performs dollar transactions and maintenance and quality review.
Creates and analyzes error reports, researching the payments log, and incoming wire transfer payments
Ensures proper documentation is filed appropriately and is available for internal and external audits.
Identifies and resolves problems within established guidelines.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education:
Bachelor's Degree or equivalent work experience in Business or equivalent degree.
Work Experience:
Working knowledge of banking operations - 3-5 years
Skills and Abilities:
Requires excellent communication, good organizational skills, and attention to details.
Solid knowledge/skills of Microsoft Office Suite and various bank systems.
Ability to adapt quickly and be a team player.
Working knowledge in Commercial Banking.
Ability to meet deadlines.
Strong knowledge of the Syndicated and Commercial Loan products and markets.
Demonstrated knowledge of other banking products and the ability to apply that information to this role.
Expert knowledge of overall lending policies and procedures, credit analysis, underwriting, structuring, etc.
Excellent organizational, management, communication and customer service skills.
Solid judgment within broadly defined policies and practices.
EEO Statements: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply.
Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.
Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.
Primary Location: New York, NY, Madison Ave Corp
Other Locations: New York-New York
Organization: Santander Bank N.A.
Salary: $54,375 - $82,500/year
Financial Business Analyst
Analyst Job 22 miles from Avenel
Title - Business / Financial Analyst -
Duration - 12 + Months and Possibility Extension
write and understand SQL code for validation of revenue for the business partners
A Master's in Business Administration, Accounting, Finance, or Economics.
· Experience in the technology and/or telecommunications industry.
· A professional certification (e.g. CPA, CFA, CMA).
· A high degree of analytical capability with the proven ability to structure business case around a high-level strategic vision.
· Strong strategic skills, with the proven ability to identify and assess key points, implications and recommendations.
· An advanced understanding of corporate financial planning, reporting & analysis, and costing/profitability methodologies and processes.
· Demonstrated in depth understanding of common business and cost drivers, financial statement analysis, and deep-dive analysis.
· Knowledge of FASB and SEC requirements, Generally Accepted Accounting Principles, tax reporting and accounting practices and International Financial Reporting.
· Demonstrated experience in continuous improvement initiatives, root cause analysis and project management.
· Proficiency in Python, SQL, Tableau, Essbase, Smart View, Hyperion Planning, or Hyperion Strategic Finance.
· Experience leading large and complex team projects with minimal direct supervision
Senior Analyst
Analyst Job 19 miles from Avenel
ODDITY is a consumer-tech company which builds and scales digital-first brands to disrupt offline dominated categories. In less than 5 years since launch, we have built two of the fastest-growing online beauty brands in the US-IL MAKIAGE and SpoiledChild. Our first brand IL MAKIAGE has since grown to unprecedented scale online, reaching over $300 million in revenue and 40 million users in only 4 years. ODDITY New Ventures built and launched our second brand SpoiledChild in early 2022, and it is already scaling even faster than IL MAKIAGE. As of 2023, ODDITY is officially a publicly-traded company valued at >$2B and we were named a TIME100 Most Influential Company.
Our continued success is a result of our winning mindset combined with unparalleled physical & tech products. We have made significant investments in data science, AI, computer vision, and biotechnology to identify consumer needs and develop solutions in the form of tech and wellness products. Our proprietary computer vision technology allows smartphone cameras to capture hyperspectral wavelengths of light beyond the capability of the human eye. In 2023, ODDITY acquired Revela-a biotech start-up that uses AI-based molecule discovery to bring next-generation, proprietary ingredients to the beauty & wellness market.
The opportunity:
We are seeking a highly qualified and entrepreneurial Analyst / Senior Analyst to join the Color product development team as we incubate and build our third brand in-house. Brand 3 will be a medical-grade skincare offering that leverages our technology platform to deliver a differentiated product to consumers. In this role, you will lead key initiatives to shape product offerings and consumer strategies through in-depth focus group testing and data-driven insights. You will work strategic initiatives through identifying product expansion opportunities and evaluating go-to-market channels. You will work cross-functionally across multiple workstreams to deliver on the brand's highest priority consumer objectives.
What you will do:
· Develop surveys and interactive feedback tools tailored to capture actionable insights from diverse audiences
· Collaborate with senior members and the leadership team to define product vision and go-to-market strategies, focusing on disruptive opportunities in the medical-grade skincare space
· Identify and assess opportunities for product line extensions and category expansion based on consumer insights and competitive analysis
· Develop and implement innovative methods to connect with consumers, ensuring the brand meets their needs and exceeds expectations
· Design, plan, and execute product testing sessions to gather qualitative and quantitative insights on product performance and consumer experience
Who you are:
· 1-2 years of experience in consulting, market research, consumer insights, product testing, or a related field, preferably in a high-growth or start-up environment
· Strong skills with a proven ability to interpret complex data sets and extract meaningful insights with analytical a bias for detail
· High level of individual ownership and personal accountability, with a mindset of getting things done and driving process forward without supervision
· Strong interpersonal skills with ability to manage many different stakeholders both internally and externally
Senior Analyst - Paid Social / Paid Search
Analyst Job 19 miles from Avenel
Grain Group accelerates the growth of the world's most ambitious brands. By aligning business insights with ROI-driven marketing - we unlock the competitive edge that allows clients to disrupt categories and reimagine industries. Our team is led by strategic thinkers and doers with diverse backgrounds in business, media, technology and finance. What does the fastest selling spirits brand have in common with a revolutionary global private education venture? Ambition. Grain works with brands that are comfortable being uncomfortable.
We are seeking Senior Digital Media Strategists across Paid Social, Paid Search, Shopper/Retail Marketing, and Programmatic.
GRAIN GROUP's Senior Digital Media Analysts play a crucial role in the development of media/advertising plans in accordance with the objectives and strategies developed on assigned account(s), execute media buys, and manage media campaigns. Strategists help to coordinate all day-to-day agency advertising efforts on behalf of the client's product or service.
Specific Duties
Manage paid media planning activities associated with assigned accounts - helping to develop planning objectives and strategies that coincide with the client's marketing direction - on channels like Google, Facebook/Instagram, Programmatic, LinkedIn, Twitter, Pinterest, TikTok, etc.
Work with media partners to develop, negotiate, and execute media plans, and gauge performance and KPIs to determine the extent to which client objectives and strategies are being met
Optimize both self-service & managed campaigns based on client objectives, and collaborate with internal teams to ensure all elements of success are utilized
Oversee and develop process and framework for media reporting - working with AdOps & performance teams to deliver actionable insights for clients on a timely basis
Intimately understand media data sources in terms of what is measured, the method, and information reported
Grow a strong relationship with clients and client agencies - through a demonstration of industry knowledge and of the client's basic business issues
Assist in the on-going monthly actualization and clearance of client investments - in alignment with the terms and conditions of industry standard finance practices
Provide POVs on various media in the marketplace
Assist on new business efforts when required
People Responsibilities:
Work in a team environment that promotes collaboration and communicate effectively across all levels
Ensure all direct reports master the skills and organizational savvy required for advancement
On-Going Skills and Behaviors:
Develop a detailed awareness of client business issues, and on-going awareness of industry trends, consumer trends, promotional resources, market status, and competition
Maintain an up-to-date knowledge of client-relevant aspects of Digital Media, Search, Video, Mobile, etc.
Formal certification or experience in the following tools are required: Google Ads & Facebook Blueprint.
Additional paid social media experience - i.e. Pinterest, Twitter, LinkedIn experience is desired.
Requirements:
1-2 years paid digital advertising experience required.
Experience managing paid advertising campaigns on Google Ads, Meta, LinkedIn, Twitter, Pinterest, TikTok or other.
Motivated (self-starter) who thrives in entrepreneurial environments and is looking to be challenged by their
work and clients.
Candidate will be working across multiple accounts and must be comfortable wearing multiple hats.
Great analytical and presentation skills are must. Must be able to think on your feet to deliver outcomes.
We don't constrain anyone by their title - you will be interacting directly with clients.
• Also considering more experienced candidates for Supervisor level positions.
Financial Analyst
Analyst Job 19 miles from Avenel
Financial Analyst
Pay Range: $41 - $47 per hour on W2
Contract Duration: 6 months
Responsibilities:
Provide support on Operational and Production Accounting related matters, such as development cost spending, overhead controls, real estate, responding to Tax Dept. requests, fixed asset accounting, banking etc.,
Manage the month-end reporting tasks in partnership with GFO and CG as well as prepare journal entries and analytical reports.
Oversee the accounting activities performed by the CG, such as accounts payable and bank reconciliations.
Work with Accounting on ensuring costs are reported in S4/Hana (SAP) in an IFRS-compliant manner.
Support preparation of quarterly forecasts, annual budget and mid-range plan.
Perform ad-hoc analysis at management request.
Develop and implement processes to leverage existing tools and streamline workflows.
Complete special projects for operations and finance as necessary.
Requirements:
BS/BA degree with accounting/finance focus required
4+ years public accounting or Entertainment industry finance/accounting experience
Strong knowledge of accounting / IFRS
Qualified Accountant preferred (CPA, ACA, CIMA or equivalent)
Experience in the entertainment experience is a plus
SAP knowledge preferred, with experience in S/4 HANAH and BPC
Strong MS Excel skills required (vlookups, pivot tables, macros)
Ability to quickly grasp new concepts and problem solve
Detail-oriented with strong organizational, analytical and PC skills
Proven ability to meet deadlines
Ability to prioritize and be flexible in work content levels and volumes
Must be able to work as part of a team
Structured Finance Group, Analyst
Analyst Job 19 miles from Avenel
SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG's shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges.
In the Americas, SMBC Group has a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The Group's operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC Rail Services LLC, Manufacturers Bank, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.
The anticipated salary range for this role is between $105,000.00 and $115,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.
Role Description
Providing support to senior team members related to the origination, structuring, and execution of transactions within the Structured Finance Group, primarily Middle Market and BSL CLO products and Private/Bank Securitizations.
Role Objectives:
The job responsibilities are described herein:
Work as a member of a deal structuring and execution team e.g. financial modeling, market update calls, due diligence, and structuring
Assisting in the preparation of marketing materials for existing and prospective clients, including analysis of reporting models and data in order to provide insightful commentary and recommendations with regards to structural and commercial terms
Resourcefully leverage various information sources to help contribute to group's understanding of market trends, deal comparisons, and structural recommendations
Developing an understanding of deal-based analysis using internal and external rating and returns models utilized in CLO structuring
Engage with clients through calls, discussions, certain client visits with a senior members of the team
Prepare pitch books and set up internal/external meetings with clients.
Prepare any ad hoc research and reports as necessary, under the direction of senior members of the team
Qualifications and Skills
Banking experience in financial analysis and credit structuring at a corporate or investment bank
Bachelor's degree in Economics, Finance, Business or Accounting preferred or equivalent education and training.
Licenses / Certifications / Registrations - SIE, Series 7, 79 & 63
Software Systems / Programming Languages - Microsoft Office, Word, Excel, PowerPoint
Strong understanding of corporate finance and analytical and critical thinking skills
Strong verbal and written communication skills with an ability to present well, organize thoughts and clearly articulate points and to communicate and propose complex capital solutions, including excel based financial models, to a sophisticated client base in a concise manner.
Self-driven and motivated; takes personal ownership of specific assignments. Desire to learn and grow in the area of corporate finance.
Highly collaborative and flexible in a team and client environment and ability to form good relationships internally and externally.
Demonstrates a high degree of attention to detail and an ability to complete work accurately and in a timely manner against strict deadlines.
Able to quickly learn internal policies, processes, and other systems.
Demonstrate an intellectual curiosity and interest in continuous learning with an ability to adapt to a culturally diverse and team-oriented environment.
Financial Analyst
Analyst Job 12 miles from Avenel
Job Title: Financial Analyst
Company Overview: We are an industry-leading company, backed by a global leader in utility-scale solar and storage. With 24 operational projects and a 3 GW+ pipeline, we are committed to driving decarbonization across North America. Our expert-led team brings over 15 years of leadership and deep collaboration with investment and trading teams to deliver profitable, high-impact energy solutions. We pride ourselves on engineering leadership and ensuring seamless project execution from planning to design. As we continue to grow, we are looking for a Financial Analyst to join our team and contribute to the success of our mission.
Position Overview: We are seeking a highly motivated and detail-oriented Financial Analyst to support our financial and operational teams in analyzing and optimizing the performance of our utility-scale solar and Battery Energy Storage System (BESS) projects. This position will provide critical financial analysis, modeling, and forecasting to help guide decision-making and ensure the profitability and sustainability of our projects. The role is hybrid, based out of Newark, NJ, and offers competitive compensation, including base salary and long-term incentives.
Key Responsibilities:
Build FULL Financial Models to evaluate new and existing projects, including project cost forecasting, financial performance assessments, and valuation analysis.
Project Analysis & Coordination: Perform timely and accurate analysis of potential target projects and other internal and external business opportunities. Coordinate project evaluations with various stakeholders.
Memorandums & Presentations: Create detailed memorandums and presentations to clearly communicate evaluation results, assumptions, and recommendations to senior management and external stakeholders.
Support Transaction Execution: Assist in the execution of construction debt, term debt, and/or tax equity transactions, ensuring alignment with financial goals and strategies.
Investor Relations: Maintain ongoing relationships with investors, supporting them with presentations, diligence requests, and other communication needs to build strong, long-term partnerships.
Cross-Functional Financial Support: Collaborate with development, construction, and asset management teams to provide financial and risk analysis that supports key decisions throughout the project lifecycle.
Board & Investor Presentations: Assist in the preparation of presentations for board meetings and investor communications, including reports on financial performance and key project milestones.
Business Case Development: Manage transactional deal flow and research emerging market opportunities, developing business cases to support growth in new areas of the renewable energy market.
Budget Development: Support the development of accurate budgets based on departmental and business unit plans to ensure financial targets are met across multiple projects.
Qualifications:
Educational Requirements: Bachelor's Degree in Math, Economics, Finance, Engineering, or a related field is required. Advanced academic or professional qualifications are a plus.
Experience: 1-3 years of experience working in renewables or investment banking, with a strong preference for candidates who have financial modeling experience in the energy sector.
Technical Skills: Advanced proficiency in Microsoft Excel for financial modeling and analysis, as well as PowerPoint for presentations and report preparation.
Organizational Skills: Detail-oriented with the ability to manage multiple priorities effectively in a fast-paced environment. Strong organizational skills and the ability to work on multiple projects simultaneously.
Communication Skills: Strong written and verbal communication skills with the ability to present complex financial data clearly to non-technical stakeholders.
Analytical Abilities: Proven ability to conduct detailed financial and risk analysis and develop actionable insights from data to guide decision-making.
Collaboration: A team player with the ability to collaborate effectively with internal teams and external partners in a dynamic and growing company.
Financial Analyst
Analyst Job 23 miles from Avenel
Bilingual Role! Native/Bilingual Korean Speaking is required for this role.
The proposed position will take the responsibility to provide assistance with financial reporting and analysis. This position will participate in financial report, managing budgetary expenses and overhead expenses, month-end closing, expense forecasting and provide detailed expense analysis to the senior manager.
Essential Duties and Responsibilities
Prepare and perform month-end closing, financial forecasting, reporting, and operational metrics tracking to help senior management make well-informed decisions.
Prepare monthly Profit and Loss data for CE service division and consolidate P&L data for CSD monthly leadership meeting
Assist in analyzing actual operating results at Month-end, Quarter-end, year-end and compare to the forecasted monthly/annual plan and present findings to the upper managements.
Prepare various financial and operation monthly report and communicate to each expense requestors for incorrect expense posting text format (Service expense compile data, Head Count Report, Social Meal Tracker, SCR report, and etc.)
Keep track of KPI data of CE Service division for the monthly report for leadership
Allocate expenses to each business area by sales related call volume and reclassify GL account information for budget management
Allocate budget to each cost center and GL after expense approval.
Follow up with service asset modification activities such as Inventory Scrap, Refurbishment (R/B) and Free of Charge (FOC) orders.
Assist finance related inquiries and establish guidelines and policies to support regarding budget, expense, travel and Etc.
Prepares Executive SCR Reports to assist in the decision making of Division leadership team.
Make manual journal entries for the G/L allocation monthly, and budget adjustments for the responsible Cost centers, and G/L.
Background/Experience
English and Korean Bilingual is must. Both must be fluent or native
0-2 years of professional experience in related area (Accounting or Finance)
Bachelor's degree in accounting or related financial discipline; flexible w/ major if candidate has sufficient professional experience in related area
Advanced skills in Excel - heavy use of Excel in this role
SAP experience
Data mining and analysis experience is a must - w/ ability to produce ad hoc reports for use by direct supervisor and leadership