Analyst Jobs in Lutz, FL

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  • Data Governance Analyst

    Motion Recruitment 4.5company rating

    Analyst Job 14 miles from Lutz

    Job Title: Data Quality Analyst Duration: 12+ Months The Data Quality Lead Analyst contributes to efforts to ensure data that is sourced and provisioned meet all required data quality standards. The Data Quality Lead Analyst leads the continuous Data Quality by assessing, evaluating and analyzing data, setting controls and guidelines for measurement, evaluation, adoption and communication of Data Quality and Data Quality risk. They collaborate with others to monitor and remediate data concerns. Responsibilities: • Supports activities to drive Data Quality measurement, produce Data Quality dashboards and reports, and implement Data Quality strategies to effectively govern data and improve Data Quality • Lead data improvement initiatives, processes, and creation of tools in line with requirements • Liaise with other areas of the firm to understand data challenges and solutions, and/or run data consumption demand and requirements • Review quality analysis results and disposition data challenges through Citi's corresponding Data/Issue management process • Lead day to day activities to support data quality resolution, and to optimize metrics reporting process • Report Data Quality issues through Citi's corresponding Data/Issue management process • Support senior management strategic vision • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable rules, laws, and regulations, adhering to Policy, applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating managing and reporting control issues with transparency Qualifications: • 6-10 years' Experience with defining and implementing Data Quality programs; Banking or Finance industry preferred • Experience with defining and implementing data quality programs • Possesses a comprehensive understanding of how own area and others collectively integrate to contribute towards achieving business objectives • Ability to monitor tight deadlines or unexpected requirement changes, with the ability to anticipate and balance needs of multiple stakeholders • Ability to communicate effectively to develop and deliver multi-mode communications that convey a clear understanding of the unique needs of different audiences • Collaborates effectively by building partnerships and working well with others to meet shared objectives • Ability to work under pressure, facilitate discussions Education: • Bachelor's/University degree, master's degree preferred
    $48k-74k yearly est. 26d ago
  • IT Business Analyst

    PTR Global

    Analyst Job 14 miles from Lutz

    Role: IT Business Analyst Duration: 6 Month Contract (Possible Extension or Hire) W2 Only no C2C Qualifications: Requires Experience Writing USER STORIES • 4-6 years of relevant experience • Previous experience working as a Business Analyst in Agile methodology and/or SDLC is a must • Beginner to intermediate knowledge of SQL • Ability to perform in client facing situations • Experience in data analysis with intermediate/advanced Microsoft Office Suite skills • Proven interpersonal, data analysis, diplomatic, management and prioritization skills • Consistently demonstrate clear and concise written and verbal communication • Proven ability to manage multiple activities and build/develop working relationships • Proven self-motivation to take initiative and master new tasks quickly • Demonstrated ability to work under pressure to meet tight deadlines and approach work methodically with attention to detail Pay Range: $45 - $50/hour n W2 The specific compensation for this position will be determined by a number of factors, including the scope, complexity and location of the role as well as the cost of labor in the market; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits including medical, dental, vision and 401K contributions as well as any other PTO, sick leave, and other benefits mandated by appliable state or localities where you reside or work.
    $45-50 hourly 28d ago
  • Regulatory Reporting Analyst, Capital Markets

    BIP.Monticello

    Analyst Job 14 miles from Lutz

    BIP.Monticello Consulting is looking for talented individuals who wants to develop their skills and build a world-class consulting tool kit. At BIP.Monticello, we offer an alternative path to a highly successful career in management consulting within the financial services industry. The Financial Services industry is operating in a challenging environment due to global economic pressure, increasing regulatory demands and capital requirements, and significant operational and technology changes. Our Banking/Capital Markets project teams provide management consulting services to help major financial institutions around the world respond to their most complex business challenges. Our consultants must be technologically savvy forward thinkers who possess the ability to guide our clients to their desired future state. Role Overview: The Regulatory Reporting Analyst is responsible for supporting the accurate and timely preparation and submission of regulatory reports, ensuring compliance with applicable regulatory requirements such as U.S. rules and Basel III guidelines. This role also involves supporting Recovery and Resolution Planning (RRP) deliverables and collaborating with key stakeholders to ensure alignment between regulatory capital data and the RRP process. Key Responsibilities: Regulatory Capital Reporting & Analysis: Ensure the accuracy of Regulatory Capital and MCS Target Ratios data in alignment with Basel III rules, actuals, and estimates for RRP purposes, including weekly/intra-month capital reporting. RRP Team Liaison: Act as the main point of contact for the RRP team, effectively communicating any anomalies to forecast model owners and collaborating to address discrepancies. Capital Forecasting & Adjustments: Perform Regulatory Capital uploads and make top-side adjustments to forecasted Regulatory Capital as needed to ensure consistency with actuals. Variance Analysis & Basel III Compliance: Conduct variance analysis and apply a solid understanding of Basel III rules to ensure that Regulatory Capital reporting for RRP remains compliant with applicable regulations. Regulatory Review Participation: Participate in regulatory reporting requirements review sessions to assess the impact on Regulatory Capital and resolution planning. Process Improvement & Documentation: Streamline processes within the team, creating repeatable workflows to improve consistency and the presentation of information. Qualifications and Skills: Experience: Minimum of 5 years of extensive experience within the financial services industry, with a focus on regulatory reporting. Technical Knowledge: Strong foundational knowledge of U.S. regulatory reports, including familiarity with Basel III capital regulations, GAAP/SEC Reporting, and stress testing frameworks like CCAR. Communication Skills: Excellent written and verbal communication skills, with the ability to synthesize complex concepts, influence change, and effectively engage with senior stakeholders. Problem-Solving Abilities: Strong technical problem-solving skills and an ability to identify issues, discrepancies, and conflicts, bringing together the right teams to resolve them. Adaptability & Time Management: Proven ability to manage competing priorities and tasks in a complex, dynamic environment, and to collaborate effectively within a team. Education & Qualifications: Bachelor's Degree in Finance, Management, Business, Computer Science, Computer Engineering, or related field. **The base salary range for this role is $80,000-$100,000** Take the Next Step - Join Us Today! We are looking for leaders that will effectively drive the future success of both our firm and our clients as we continue up the steep trajectory of BIP.Monticello's growth story. The firm has been growing and with new practice areas and service offerings being rolled out over the next three years, we expect the growth and career opportunities for our consultants to be equally exciting. BIP.Monticello provides a competitive salary, health and dental & vision insurance, a 401K plan with match, along with paid time off benefits. For more information about life at BIP.Monticello, visit ***************************** It is BIP.Monticello Consulting policy to provide equal employment opportunities to all individuals based on job-related qualifications and ability to perform a job, without regard to age, gender, gender identity, sexual orientation, race, color, religion, creed, national origin, disability, genetic information, veteran status, citizenship or marital status, and to maintain a non-discriminatory environment free from intimidation, harassment or bias based upon these grounds. BIP.Monticello provides a reasonable range of compensation for our roles. Actual compensation is influenced by a wide array of factors including but not limited to skill set, education, level of experience, and knowledge.
    $80k-100k yearly 27d ago
  • Business Risk Analyst

    TSR Consulting Services, Inc. 4.9company rating

    Analyst Job 14 miles from Lutz

    This role supports Client's business control and governance framework by testing and enhancing the control structure, focusing on MCA and control activities across the Client Organization. The position requires an individual to work independently, applying strong analytical skills and attention to detail while identifying and addressing deficiencies in the control framework. This role also involves liaising with business teams to manage control gaps and ensure compliance with regulatory standards. Key Requirements: Strong background in audit/KYC Analytical skills with excellent attention to detail MCA/Risk Control experience is a plus Responsibilities: Execute the Managers Control Assessment (MCA) program, including planning, testing, and reporting Test and monitor key controls for each product line Work with business and control officers to address deficiencies and manage corrective actions Assess risks related to business decisions and ensure compliance with laws and regulations Qualifications: Hands-on experience in risk, compliance, audit, or regulatory functions Familiarity with risk and control systems and reporting Strong project management and organizational skills Proficiency in MS Excel and Microsoft Office
    $55k-78k yearly est. 2d ago
  • Insurance Application Support Analyst

    Vertex Solutions Inc. 4.7company rating

    Analyst Job 23 miles from Lutz

    Application Support Analyst needed for a contract to hire role for our Insurance client in Clearwater. This is a HYBRID role 3 days a week onsite. Hours 8-5 Monday to Friday. Open to an Insurance domain professional who wants to learn all of the applications and how to do application support Supporting the various applications used by the Insurance company. Leads the role in triaging production support tickets. Learns the Applications to the depth required to be able to properly support them. Operates and supports the services you own to the established SLAs. This includes managing an on-call rotation and ensuring prompt incident response to resolve issues. Reviews Operational metrics, lead root cause analysis of issues, and drive appropriate resolutions. Collaborates with a team of onshore Business Analysts to design, build, validate and deploy software solutions. Works closely with Infrastructure, and other DEV teams to support the software delivery process. Maintains excellent communication with IT Management on all tasks and projects. Provides reports on IT systems performance and logging to management. Assures compliance requirements are met for the Insurance area. Although we keep 8-5 office hours, this role will be required to work before/after hours and weekends as required to meet deadlines. Knowledge of the P&C insurance industry is a big plus but not required Knowledge of SQL Relational Database and API is a plus but not required Knowledge of web development is a plus but not required Knowledge of company services and products. Knowledge of Software Delivery Life Cycle. Knowledge of Incident Management. Possess advanced critical thinking and comprehension skills. Possess a strong desire to be the best at what you do and to excel/advance at you job. Possess excellent collaboration, communication and presentations skills. Possess the knowledge and ability to provide the right tools to support the business and stay current on the latest trends, tools and techniques in the P&C insurance industry. Possess organizational skills, give attention to detail, and exercise timely/consistent follow up. Ability to effectively plan, organize, and prioritize work assignments to meet deadlines. Ability to establish and maintain filing systems, format, proofread, edit documents, and perform calculations. Ability to manage multiple projects. Ability to compose clear, comprehensive, and accurate verbal and written communications and reports. Possess proficient skills in Word, Excel, Access and Outlook Minimum Requirements Some sort of advanced training in IT (college/certifications) A basic knowledge/understanding of ITSM (ITIL) Ability to comprehend complex technical and logical concepts as well as communicate this information to technical and non-technical team members. Preferred Requirements Bachelor's degree in Computer Engineering or related field. IT Certifications in areas relevant to this role. 5+ years of production support experience. 3+ years in supporting commercial insurance applications. ITIL or other ITSM Certification Vertex Solutions Inc. is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law.
    $71k-99k yearly est. 29d ago
  • Data Quality Analyst

    Artech L.L.C 3.4company rating

    Analyst Job 14 miles from Lutz

    Hello , I hope you are doing well. Please review the and let me know if you are available and interested in the below position. If you are currently not in the job seeking market, feel free to refer this position to someone you may know to be a fit. However, should this position be of interest to you, please send me your resume or contact me directly at ************ Job Title: Data Quality Analyst Job Location: Tampa, FL/ New Castle, DE/Irving TX (Hybrid) Duration: 12+ Months (Option to renew further and Strong possible conversion to FTE) Client: Banking Client Pay Rate : 70-80/hr Position: 300+ Job Description: Key Responsibilities include: • Leadership within data analyst team involved in data quality initiatives spanning global functions, inclusive of regulatory and other deliverables. • Working with cross functional teams to develop, test, implement and maintain data quality rules covering the trade life cycle across Markets data. • Analyzing data quality exceptions to identify root cause and business impact for data quality issues raised. • Enhancing data quality process automation, governance, and reporting. • Preparing and presenting written and verbal updates to senior management. • Ensuring adherence to best practices supporting Client's Program, Project, and Data Management Standards • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Banking, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Required Skills: • 8+ years of experience in data-focused initiatives. • 5+ years of experience in writing SQL queries and reviewing stored procedures. • Exposure to Capital Markets is beneficial. • Understanding of financial products and regulatory reporting is beneficial. • Experience working with Database, Reporting/Analytics. • Experience in Issue tracking and governance with systems like JIRA / HPQC is a plus. • Proven stakeholder management and team leadership skills. • Data and Results oriented with excellent attention to detail. • Strong sense of urgency and ability to manage competing priorities while delivering results quickly and efficiently. • Exceptional level of motivation and diligence coupled with excellent communication skills (verbal and written), as well as strong relationship building skills. Education: • Bachelor's/University degree or equivalent experience / Master's degree Praveen Verma Lead Technical Recruiter | Staffing 360 Mt. Kemble Avenue, Suite 2000 Morristown, NJ 07960 Text: **************|Cell: ************ Email: ************************ Website: **************
    $50k-77k yearly est. 6d ago
  • Liquidity Risk Business Analyst

    Infosys 4.4company rating

    Analyst Job 14 miles from Lutz

    Infosys is seeking a Liquidity Risk Business Analyst in Financial services Domain. As a Consultant, you will apply your technical proficiency to help develop enhance and maintain technology platforms for mitigating financial risks through the utilization of cutting-edge technology and data analytics. As an integral member of our team, you will collaborate with cross-functional teams to perform Requirements Elicitation, Application Architecture definition and Design, support development of high-quality code and lead validation for all types of testing and support activities related to implementation, transition and warranty. You will be part of a learning culture, where teamwork and collaboration are encouraged, excellence is rewarded, and diversity is respected and valued. Candidate must be located within commuting distance of Tampa, FL or be willing to relocate to the area. This position may require travel to project locations. Required Qualifications: Bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education. At least 6 years of experience with Information Technology. Experience in liquidity risk management (e.g., Basel III, Dodd-Frank Act, LCR, NSFR). Preferred Qualifications: Atleast 6 years of experience in liquidity risk management (e.g., Basel III, Dodd-Frank Act, LCR, NSFR). Knowledge of PL/SQL for data analysis, knowledge of data warehouse technologies to store risk data. Comprehensive knowledge of liquidity risk models, including stress testing, scenario analysis, and funding gap analysis. Hands-on experience in data mapping, data integration, and reconciliation processes to ensure accurate and consistent data flow for risk assessments. Familiarity with financial regulations and compliance standards applicable in the U.S., such as CCAR, CECL, and SOX. Proven expertise in implementing and optimizing risk management frameworks, with a focus on liquidity risk, market risk, and operational risk. Experience working with financial data visualization tools and techniques to effectively communicate risk insights to stakeholders. Proficiency in SQL, PL/SQL, and data warehousing tools for managing and analyzing large financial datasets. Strong skills in stakeholder communication and collaboration to gather requirements and deliver regulatory reporting and risk management solutions. Knowledge of enterprise risk management systems and tools (e.g., SAS, Moody's Analytics, or similar). Ability to work in a fast-paced environment, adapt to changing regulatory landscapes, and deliver timely, compliant solutions. Extensive experience in top 20 US financial organization with Risk and compliance applications. Actively aid the consulting team in different phases of the project including problem definition, effort estimation, diagnosis, solution generation, design and deployment. Perform complex programming functions, assistance, and technical advice including design architecture, configuration, writing, testing, and documentation to complex programming of client systems as assigned. Strong written and verbal communication, client-facing presentation and communication skills Ability to work in team in diverse/ multiple stakeholder environment. Experience and desire to work in a Global delivery environment. Willingness to learn new skills and adapt to changing environments.
    $60k-72k yearly est. 27d ago
  • Collaboration Analyst/Telephony Analyst

    Brooksource 4.1company rating

    Analyst Job 14 miles from Lutz

    *Tampa/Ybor, FL* *Onsite 4-5 Days* *12-18 Contract* Our local utility partner is seeking a skilled and experienced Collaboration Analyst/Telephony Analyst to join our dynamic IT team. The ideal candidate will play a key role in designing, implementing, and supporting our collaboration and telephony infrastructure. As a member of the team, you will be responsible for driving innovation, optimizing communication solutions, and ensuring the seamless operation of our collaboration tools and telephony systems. *Responsibilities:* Defining Configuration Specifications and Business Analysis Requirements: · Collaborate with stakeholders to understand collaboration technology needs. · Define configuration specifications collaboration systems. · Gather business analysis requirements to align solutions with organizational goals. System Management and Optimization: · Configuration, maintenance, and optimization of collaboration systems. · Plan and execute MAC requests related to collaboration systems. Quality Assurance: · Perform quality assurance checks on collaboration systems and processes. · Ensure collaboration systems meet performance standards and user expectations. Technical Troubleshooting: · Investigate, troubleshoot, and remediate collaboration systems issues. · Provide recommendations to the team for improvements. Contractor Management: · Coordinate with contracted companies for collaboration system upgrades, patching and ongoing support. · Ensure timely project execution and adherence to quality standards. System Experience: · Cisco CUCM VoIP System · Cisco PCCE (Contact Center System) · Cisco Cube · Cisco Video Conference systems Managed via Control Hub · Microsoft Teams meetings Requirements and Skills: · Proven experience in managing Cisco Collaboration and Contact Center technologies. · Strong troubleshooting skills and ability to handle complex issues. · Dial plan and call flow/routing management · Project management experience for successful system implementations. · Vendor management experience. · Excellent communication and collaboration skills. Core Competencies: · Takes ownership and acts with integrity. · Drives operational excellence for customers. · Build strong, collaborative relationships. · Cultivates innovation and embraces change. · Thinks strategically and exercises sound judgment. Preferred Certifications: *Associate/Intermediate level:* · Microsoft 365 Certified: Teams Administrator Associate · Microsoft Certified: Teams Support Engineer Specialty - Certifications | Microsoft Learn · SIP Training and SSCA Certification - SSVVP™ Voice and Video over IP training and certification (thesipschool.com) · Certification | BICSI - Installer & Technician, DCDC *Professional/Expert/Advanced level:* · Microsoft 365 Certified: Teams Voice Engineer Expert · SIP Training and SSCA Certification - SSCA 'Elite' SIP training and SIP Certification (thesipschool.com) · Certification | BICSI - RTPM, RCDD · CCNP Collaboration - Training & Certifications - Cisco · CCIE Collaboration Certification and Training - Training & Certifications - Cisco Job Type: Contract Pay: $30.00 - $35.00 per hour Benefits: * Dental insurance * Health insurance * Paid holidays * Vision insurance Compensation Package: * Hourly pay * Weekly pay Schedule: * Monday to Friday Work Location: In person
    $30-35 hourly 60d+ ago
  • Crypto & Payments CS Analyst

    Webull Pay

    Analyst Job 28 miles from Lutz

    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 Webull Pay is a crypto-first financial platform expanding into payments and treasury solutions, offering digital wallets, consumer debit cards, and cash management services. Our mission is to create a seamless and secure financial ecosystem, integrating crypto trading, banking, and payments in one user-friendly platform. As we grow, we are seeking a Customer Support Analyst to support our expanding growth. This role will be instrumental in assisting customers with crypto transactions, payments, and account inquiries, ensuring an outstanding customer experience. In This Role, You Will Efficiently respond to crypto and payment-related inquiries-such as deposits, withdrawals, transactions, and app security-within our customer management system Collaborate with cross-functional teams (Product, Compliance, Risk, Operations) to improve customer experience. Analyze customer feedback and transaction trends to pinpoint opportunities for service improvement and collaborate with the Customer Experience Manager to implement enhancements. Stay informed on crypto regulations, blockchain developments, and payment industry trends to better assist customers. Assist with conducting reviews of customer account applications, ensuring compliance with risk and anti-money laundering (AML) procedures. Assist with operational processes, including withdrawal checks, coin-out checks, ID verification, assisting with crypto liquidations, and help to maintain and enhance the collections process with the Customer Support Manager. Work with product and technology teams to improve platform usability and security based on user feedback. Follow strict risk and security procedures, including fraud detection and escalation of suspicious activities. The Skills You Bring Strong written communication skills with the ability to explain complex crypto concepts to users. Previous experience in banking, crypto or fintech customer support is a plus. Passion for cryptocurrency, blockchain technology, and digital finance. Highly motivated, proactive, and team-oriented problem solver. Ability to multitask in a fast-paced environment, maintaining accuracy under pressure. Strong analytical and troubleshooting skills, especially in blockchain transactions and payment processing. Professional and customer-first approach with sound judgment in decision-making. What Makes You Stand Out Bachelor's degree in business, Finance, Economics, or a related field is preferred but not required. 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. This role is based in our Global HQ in St Petersburg, FL at 200 Carillon Pkwy, St Petersburg, FL 33716. 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.
    $53k-73k yearly est. 20d ago
  • UKG HRIS Analyst

    Ultimate Staffing 3.6company rating

    Analyst Job 14 miles from Lutz

    Ultimate Staffing Services is actively seeking an experienced UKG HRIS Analyst to join their client's team in Florida. This role requires an individual with extensive expertise in UKG to optimize and maximize its usage from the outset. The ideal candidate will be responsible for leveraging UKG functionalities to improve business processes and enhance system efficiency. Responsibilities Collaborate with stakeholders; coordinate and lead the review, testing, and implementation of various system and process enhancements. Provide technical support to the HR team, including researching and resolving issues, opening, and tracking cases to ensure successful resolution. Provide reports and other data analytics through queries and report creation. Create and maintain file feeds to outside vendors to ensure all benefits and other data are accurate and compliant. Find ways to leverage technology to improve business processes for end users and make recommendations on technology and other system enhancements. Manage all facets of system security. Miscellaneous tasks and responsibilities as needed. Must-Have Skills & Knowledge BI Reporting User Roles & Permissions Eligibility Rules Onboarding Workflow Configuration Data Flow Management UKG System Upgrades and Updates Dashboards & Metrics Open Enrollment Configuration Data Imports & Integrations Qualifications 2-3+ years of experience in HR, including file maintenance, benefits, recruiting, etc. 2-3+ years of experience working as a power user or other "go-to" person within an organization's HRIS. Proficient with Microsoft Office Suite or related software. Education and Experience Bachelor's Degree in HR, IT, or other related field preferred. Required Work Hours Monday - Friday, 1st Shift Benefits Full Benefits 401k with match PTO Paid Holidays Life Insurance Additional Details Compensation: $75,000 - $90,000 per year, depending on qualifications and experience. Minimal travel is required for this position. Desired Skills and Experience Position Overview Ultimate Staffing Services is actively seeking an experienced UKG HRIS Analyst to join their client's team in Florida. This role requires an individual with extensive expertise in UKG to optimize and maximize its usage from the outset. The ideal candidate will be responsible for leveraging UKG functionalities to improve business processes and enhance system efficiency. Responsibilities Collaborate with stakeholders; coordinate and lead the review, testing, and implementation of various system and process enhancements. Provide technical support to the HR team, including researching and resolving issues, opening, and tracking cases to ensure successful resolution. Provide reports and other data analytics through queries and report creation. Create and maintain file feeds to outside vendors to ensure all benefits and other data are accurate and compliant. Find ways to leverage technology to improve business processes for end users and make recommendations on technology and other system enhancements. Manage all facets of system security. Miscellaneous tasks and responsibilities as needed. Must-Have Skills & Knowledge BI Reporting User Roles & Permissions Eligibility Rules Onboarding Workflow Configuration Data Flow Management UKG System Upgrades and Updates Dashboards & Metrics Open Enrollment Configuration Data Imports & Integrations Qualifications 2-3+ years of experience in HR, including file maintenance, benefits, recruiting, etc. 2-3+ years of experience working as a power user or other "go-to" person within an organization's HRIS. Proficient with Microsoft Office Suite or related software. Education and Experience Bachelor's Degree in HR, IT, or other related field preferred. Required Work Hours Monday - Friday, 1st Shift Benefits Full Benefits 401k with match PTO Paid Holidays Life Insurance Additional Details Compensation: $75,000 - $90,000 per year, depending on qualifications and experience. Minimal travel is required for this position. All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
    $75k-90k yearly 20d ago
  • Financial Analyst

    Segrera Associates

    Analyst Job 14 miles from Lutz

    We are looking to fill a Financial Analyst with a fast growing real estate company in Tampa. This position will work directly with Corporate FP&A team, responsible for financial modeling, budgeting, forecasting, monthly financial reporting & analysis, trend analysis and key performance indicators. This role is hybrid, paying up to $85k plus 10% bonus Candidates MUST be local to the Tampa Bay area, only local candidates will be considered. Responsibilities includes: Assist with developing financial models and present analytics to support management team Conduct various industry and market analyses Manage financial and operational ad-hoc reporting and analysis Prepare and review financial variances between Actual/Budget/Forecast financial results Provide support on the monthly close process, including review of variance analyses, key trends, and performance metrics Lead the planning, coordination and consolidation of corporate budget/forecast as needed by the business Continuously analyze revenue and expense drivers to incorporate trends into financial forecasts Requirements: Bachelors in Finance or business related degree 2+ years of FP&A experience Power BI or Tableau required Advanced Excel skills Demonstrated capability delivering financial reporting models to various stakeholders Excellent interpersonal and communication skills to effectively work with all levels within the Company, and the ability to explain financial concepts to non-finance personnel Strong analytical and problem-solving abilities, including drawing connections between operational drivers and financial results If you are interested in applying for this role, or any others Segrera Associates is recruiting on, please send your resume to: ******************
    $85k yearly 13d ago
  • Axiom Business Analyst with CCAR & OFSAA

    Noblesoft Solutions 4.3company rating

    Analyst Job 28 miles from Lutz

    As part of our Information Technology Regulatory Reporting Team, you will partner with multiple business partners to gather business requirements to develop and deliver financial and regulatory reporting solutions. Responsible for writing system requirements that will ensure the technology solution will meet the needs of the business. Requires a good understanding of systems development and end-user requirements. Is the primary liaison and may provide direction and guidance to team members. Applies business knowledge and technical skills to deliverables and projects that involve multiple IT departments. Can make judgements and recommendations based on the analysis and interpretation of data. Essential Duties and Responsibilities: Gathers and interprets information from multiple sources and makes recommendations. Translates technical concepts to business audience and business information to a technical audience. • Creates or Reviews detailed functional (e.g., business processes, rules) and non-functional (e.g., data, security) business requirements. • Produces BRD and FRD documents. Performs data analysis. Validates test cases written by SQM and/or creates test cases with the development team when functioning in the role of SQM Tester. • Provides support for application development teams including documenting business processes. • Participates in developing estimates and implementation plans for technical solutions. • Partners with team members to develop project schedules. May be required to act as a lead. • Creates business mock-ups. • Performs other duties and responsibilities as assigned. Skills: Advanced knowledge of risk management, issue tracking, change management and requirements gathering. Solid understanding of SDLC and work through various phases of it with Peers and IT Partners. • Knowledge in Waterfall, Agile and Hybrid software development methodologies. • Basic knowledge of accounting principles is preferred. Skill in: Good steward of gathering and maintaining application documentation. Gathering business requirements from ground up is required. Conducting complex business and data analysis. Working with various stakeholders of IT and Business Operations at senior level is required. Intermediate experience with SQL is preferred. Experience with Comprehensive Capital Analysis and Review (CCAR) is highly preferred. Axiom experience is preferred. OFSAA experience is nice to have. Ability to: Effective in managing, influencing, and negotiating with senior stakeholders within IT, Internal Audit, and Regulators. Assume ownership and responsibility, act as a key liaison between application development and business operations. Understand in-depth details of business processes, rules. Document and communicate them effectively to various technical and non-technical partners. Identify and understand issues, problems and opportunities; compare data from different sources to draw conclusions. Clearly convey information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message. Use effective approaches for choosing a course of action or developing appropriate solutions; recommend or take action that is consistent with available facts, constraints, and probable consequences. Demonstrate a strong knowledge in position-related areas; remains current with developments and trends in areas of expertise. Develop and use collaborative relationships to facilitate the accomplishment of work goals. Make internal and external clients and their needs a primary focus of actions; develop and sustain productive client relationships. Work in a team environment to facilitate collaboration. Education: • Minimum of a Bachelor's degree in Computer Science, MIS or related degree
    $54k-77k yearly est. 9d ago
  • Credit Underwriter / Analyst

    Pitney Bowes 4.2company rating

    Analyst Job 14 miles from Lutz

    Responsibilities will include credit underwriting of small and middle market products for Pitney Bowes. As a credit underwriter you will review lease, loan, and revolving lines of credit applications and credit history. You will also need to verify income and debt information. -Underwriting of small business flow transactions in a fast-paced environment. -Transactional underwriting and due diligence to determine whether applicants meet the criteria for creditworthiness. -Spread and analyze financial statements of public and private companies to assess cash flow, profitability, liquidity, debt load, capital position, etc., and assessing financial condition through use of financial ratios and other tools. -Document findings and recommendations in a well-organized credit write-up in accordance with credit authority. -Pull credit bureaus and understand and interpret credit bureau scores and data (Moody's, S&P, D&B and Equifax) in formulating the company's credit risk. -Business and personal financial & credit analysis and identifying risks and mitigates. -Negotiate structured approvals where appropriate using down payments, payments in advance, guarantees, and shortened terms. -Work closely with Sales and Client Support to ensure all customer queries are handled in a prompt and professional manner. -Engage in client interviews and discussions pertaining to the client's financial profile and business. -Ability to understand pay history screens, cash applications, delinquencies, and write-offs pertaining to existing clients. -Perform periodic credit line renewal write-ups and recommend renewal, increase, or decrease, and ensure customer is assigned appropriate risk rating. -Reviewing each application for compliance with federal and state regulations, including fair lending laws. -Ability to work flexible hours during peak business cycles. -Reports to the Chief Risk Officer Your background: As a Commercial Credit Underwriter you have: -A four-year Bachelor's degree or professional accounting qualification. -2-3 years' experience in credit underwriting and experience in a similar role in a bank, financial institution, or leasing environment is desirable. -Experience working with complex credits. -Well-developed written and verbal communication skills. -Strong knowledge of banking concepts and regulations. -Working knowledge of industry standard credit rating tools (TSYS preferred). -Must be legally authorized to work in the US. Employer will not sponsor position for employment visa status now or in the future (ex. H-1B). Compensation: The wage range for this position is $60,000 - $90,000 / year, with the actual pay dependent on your skills and experience as they relate to the job requirements. Location: -This is a hybrid role, with 4 days in the Tampa office required. The Salt Lake City office may be considered alternatively. (No relocation assistance offered.)
    $60k-90k yearly 7d ago
  • Business Transformation Analyst

    Private Client Select

    Analyst Job 28 miles from Lutz

    About The Company: Private Client Select Insurance Services (PCSIS), is an independent managing general underwriter (MGU) majority owned by Stone Point Capital. Private Client Select Insurance Services protects the lifestyles and legacies of the most successful individuals across the U.S by providing robust risk management solutions and comprehensive coverage to preserve high-value assets. We understand their passions and are committed to preserving the lifestyle they built. PCS employs approximately 420 staff members. The company has offices in Berkeley Heights, NJ; New York, NY; Schaumburg, IL; and St. Petersburg, FL. PCS has a geographically diverse workforce and supports hybrid and remote business-based flexibility. Job Summary: The Business Transformation Analyst will play a key role in executing strategic initiatives that enhance operational efficiency, improve customer experience, and support business growth. This position will work closely with cross-functional teams to drive process improvements, support project execution, and contribute to transformational initiatives across the organization. Key Responsibilities Project Management & Execution: Support the planning and execution of business transformation projects in collaboration with key stakeholders. Maintain project timelines, track deliverables, and monitor risks to ensure successful implementation. Create and coordinate cross-functional teams, ensuring alignment and smooth execution of key initiatives. Assist in preparing project updates, reports, and presentations for leadership. Process Improvement & Change Management: Identify inefficiencies and recommend process improvements to enhance operational effectiveness in line with corporate objectives. Support successful adoption of new processes, operational functions, and technologies. Work with teams to document workflows, standard operating procedures (SOPs), and best practices. Data Analysis: Analyze data to identify insights and trends that inform strategic decisions. Support the Business Transformation team in developing detailed reports, presentations, and documentation to communicate findings and recommendations. Qualifications: Bachelor's degree in Business Administration, Finance, Operations, or a related field. 2+ years of experience in business transformation, process improvement, or project management. Big 4 or other consulting experience a plus. Strong analytical and problem-solving skills with the ability to support data-driven decision-making. Excellent organizational and communication skills, with experience managing multiple projects. Proficient in Microsoft Office Suite (Word, Excel, PPT). Ability to thrive in a dynamic, evolving environment. Leverage a "roll-up your sleeves" style to develop and execute against strategic initiatives. Equal Employment Opportunity Policy: PCS values and is fully committed to diversity and inclusion. It is the policy of PCS not to discriminate against any applicant for employment, or any employee because of age, color, sex, disability, nation of origin, race, religion, sexual orientation, gender identity, or veteran status.
    $50k-73k yearly est. 14d ago
  • Financial Analyst

    Lasalle Network 3.9company rating

    Analyst Job 14 miles from Lutz

    LaSalle Network is hiring on behalf of one of the country's most innovative healthcare technology companies. They are seeking a Financial Analyst to join their team. This organization brings over 30 years of expertise in healthcare technology, earning them awards for their innovation, customer service and leadership. **This is a hybrid position, with 2-3 days in the office weekly. Financial Analyst Responsibilities: Provide technical support for Finance and BI systems Assist in designing dashboards for Finance and Business areas Develop and implement operating expense management processes and line-item detail across departments Perform and resolve reconciliations at the line-item level Conduct research and troubleshooting for identified reconciliation discrepancies Prepare monthly and quarterly variance analyses and trending reports Support business owners in adhering to budget targets and policies Contribute to the preparation of annual budgets, monthly forecasts, and special finance projects Financial Analyst Requirements: Bachelor's degree in Business, Finance, or a related technical/analytical field 2+ years of experience in financial analysis Familiarity with Financial and BI systems; experience with tools like Adaptive, Domo, or Salesforce is a plus Proficiency in financial/business modeling in Excel; database/SQL knowledge preferred Strong understanding of financial statements, budgeting, expenses, and analyzing sales quotes. If you are interested in growing your career with a thriving technology firm and meet the requirements, apply today! Thank you, Rachel Stewart Senior Recruiter, National Search LaSalle Network LaSalle Network is an Equal Opportunity Employer m/f/d/v. LaSalle Network is the leading provider of direct hire and temporary staffing services. For over two decades, LaSalle has helped organizations hire faster and connect top talent with opportunities, from entry-level positions to the C-suite. With units specializing in Accounting and Finance, Administrative, Marketing, Technology, Supply chain, Healthcare Revenue Cycle, Call Center, Human Resources and Executive Search. LaSalle offers staffing and recruiting solutions to companies of all sizes and across all industries. LaSalle Network is the premier staffing and recruiting firm, earning over 100 culture, revenue and industry-based awards from major publications and having its company experts regularly contribute insights on retention strategies, hiring trends and hiring challenges, and more to national news outlets.
    $42k-59k yearly est. 10d ago
  • Financial Analyst

    Melitta North America 4.2company rating

    Analyst Job 23 miles from Lutz

    NOT A CONSULTANT ROLE* *MUST BE LOCATED IN THE TAMPA BAY AREA - 3 DAYS IN OFFICE/2 DAYS WORK FROM HOME* At Melitta North America, Inc., we are passionate about crafting exceptional coffee experiences! As a leading player in the consumer-packaged goods (CPG) industry, we're dedicated to quality, innovation, and sustainability. Our mission is to deliver the finest coffee and coffee preparation products while fostering a dynamic workplace where creativity and excellence thrive. Position Overview We are seeking an experienced Financial Analyst to join our dynamic team and contribute to our continued success. As a Financial Analyst at Melitta USA, you will play a key role in ensuring financial accuracy and providing insightful analysis to support the company's strategic goals. You will oversee fixed asset accounting, cost accounting, and financial analysis for our paper production facilities. Your expertise will also support the month-end closing activities and contribute to special projects aimed at enhancing business performance. Key Responsibilities Capex & Fixed Asset Management: Oversee the tracking of capital expenditures (Capex) requests and ensure the Fixed Asset register is maintained accurately. Financial Analysis & Reporting: Analyze financial data, identify trends, and provide actionable insights and recommendations to senior management and key stakeholders. Financial Modeling & Decision Support: Develop and maintain financial models, conduct scenario analysis, and provide strategic support for decision-making and business performance evaluation. Costing & Product Analysis: Ensure accuracy in product costing and the bill of materials. Month-End Close: Lead the monthly, quarterly, and year-end financial closing activities, ensuring the integrity of the General Ledger (G/L) and financial reports. Reconciliations & Financial Health: Prepare monthly Balance Sheet account reconciliations, ensuring the financial statements accurately reflect the company's financial health. Budgeting & Forecasting: Take the lead in financial planning, budgeting, and forecasting activities, including variance analysis and trend identification. Project Leadership: Manage and execute ad-hoc financial projects and initiatives as directed by management. Qualifications Bachelor's degree in accounting, Finance, or a related field. 3-5 years of hands-on experience as a Financial Analyst or Senior Financial Analyst, with a proven track record in a similar role. 3-5 years of experience working with SAP S/4 Hana - required . Strong Organizational Skills: Ability to manage multiple tasks, prioritize effectively, and meet deadlines in a fast-paced environment. Communication Skills: Excellent verbal and written communication skills with the ability to explain complex financial data to a wide range of audiences. Analytical Expertise: Ability to perform detailed financial analysis, recognize key trends, and present actionable insights to support business decisions. Customer-Centric Approach: Strong focus on customer needs and the ability to collaborate in a team environment. MS Office Expertise: Proficiency in MS Office applications, particularly advanced Excel skills, is a must. Attention to Detail: Strong attention to detail with a structured thought process to ensure accuracy and clarity. What We Offer Competitive salary and bonus package Comprehensive benefits package, including health, dental, vision insurance, and company sponsored life insurance Generous paid time off and holiday benefits Opportunities for professional growth and development A dynamic work environment where your ideas and contributions are not only welcomed, but they are also valued!
    $44k-65k yearly est. 27d ago
  • Financial Business Analyst

    Wendover Art Group 4.1company rating

    Analyst Job 25 miles from Lutz

    Think you have what it takes? At Wendover, we bring a different mindset to the fine art space and that takes a unique blend of strong collaboration, technical proficiency, and comfort with data. Our Team fosters a constant and continuous growth environment by embracing a high impact, low ego approach to teamwork. About Wendover Art Group: Wendover Art Group is a privately-owned, domestic manufacturer of artwork serving the commercial, residential, and corporate markets. Founded on the Core Values of Honor, Excellence, Team and Smart with the aggressive goal to build the best art company in the world, Wendover Art Group's mission, to deliver superior value to its customers, drives the Company's strategy on all fronts. The Company has transformed from a highly concentrated wholesaler of reproduction art with only 3 customers to an industry leading, vertically integrated designer and manufacturer of artwork serving thousands of customers. Since 2005 the Company has grown revenue over 12x by establishing industry leading positions in the Residential Retail, Interior Design, Hospitality, Senior Living, Healthcare and Multi-family markets. Wendover's success in pioneering these industries can be attributed to a steadfast dedication to excellence in all things and attracting the best talent in the industry. Ready to take the next step on your career journey? Position Description Wendover Art Group seeks an Analyst who has something to prove - and someone who wants to be a part of building the best art company in the world. A successful Analyst will embrace a growth mindset, maintain a low ego while driving high impact, support their team however possible and have the desire and ambition to learn leadership. Wendover is looking to hire analysts with finance, banking and analytical backgrounds who want to expand their skillset into operations and work with a diverse management team with expertise in business development, corporate strategy, product development and production, logistics, manufacturing, planning, purchasing and supply chain management. Wendover's objective and expectations are for Analyst's to develop well-rounded and fine-tuned business minds which will be deployed into a multitude of operating and strategic venues. The Analyst position at Wendover has been designed to act as a development program which enables a rapid transition into various areas of growth within the Company. This transition has been evidenced by the personal and professional development of multiple former Analysts. This opportunity requires a commitment to continuous improvement and growth which can only be achieved through a willingness to embrace pushing oneself into constructive discomfort. The Analyst role requires a comparatively higher-level commitment and work ethic than a typical role as seen at most companies. The Analyst plays a pivotal role within the day-to-day operations of the Company and directly impacts the financial and operational success of the business each day. Analysts are responsible for the project management and oversight of custom artwork packages for blue-chip, national accounts across all industries. The Analyst owns each project from purchase order to delivery and therefore must have a comprehensive understanding and willingness to learn the entire business. Analysts' also own the design, development, reporting and analysis of all business units. Through this reporting, Analyst's work directly with management to guide and inform strategic decisions that impact the entire Wendover ecosystem. Key Responsibilities Gather, interpret, and use complex data to develop actionable steps that will improve processes and optimize results Finding patterns and trends in the analyzed data Preparing and submitting recurring reports to the relevant Team Members and leaders, keeping them apprised of key data, trends, and findings Assessing and developing procedural manuals for all departments, identifying improvement opportunities for more scalable, efficient, and effective operations Develop ad hoc reports to support management decision making Analyze market, product and customer opportunities and provide recommendations to CEO, and CFO Support management and other teams draw business goals and needs Comfort with ambiguity Skills and Traits Necessary for Success Data is key to making sound business decisions, and at Wendover, we are looking for team members who bring both technical proficiency and business acumen to the table. But being an Analyst is about more than numbers. Successful analysts display: A track record of high achievement Flexibility and resilience A growth mindset and aspiration to lead Strong communication skills (written and verbal) Solid organization and intuitive prioritization skills Comfort with ambiguity What Else Do We Look For? 1-3 years of experience as a Financial Analyst, Financial Consultant, or related analyst role Bachelor's degree or higher in business analysis, business administration, finance or related field (preference for quantitative backgrounds) Proficiency in math, analytics, and/or statistics with the skill to translate complex information into clear, digestible, and understandable reports In-depth understanding of organizational data flow and its use in management decision-making Entrepreneurial and inquisitive mindset with a passion for doing things right all the time Strong time management skills and ability to work under multiple competing deadlines Ability to prioritize and manage a consistently heavy workload with precision Meticulous attention to detail in report writing and presentations Driven and competitive in spirit with a team first mentality Advanced Microsoft Excel user (VBA and SQL are a plus)
    $50k-75k yearly est. 29d ago
  • Business Analyst

    Insight Global

    Analyst Job 28 miles from Lutz

    Insight Global is looking for a Technical Business Analyst for a client in St. Petersburg, FL on an ongoing, long-term contract. This person provides business analysis and project management services city-wide. The position works closely with the business to gain in depth understanding of customer's business needs, processes, services, and the context in which it operates. This role serves as a crucial liaison between both internal and external business and technical stakeholders. It involves thorough review, analysis, and evaluation of user needs to identify and address business challenges through appropriate technical solutions. The responsibilities extend across the entire project lifecycle, from initiation to completion, ensuring not only the successful deployment of solutions but also providing continuous operational support post-implementation. This role requires excellent leadership skills, hands-on technical contribution, an action-oriented disposition, flexibility, and the propensity to flourish in a self-starting and challenging environment. Job Functions: -Analyzing Business Processes Acting as a liaison between business units and stakeholders and communicating both technical and functional requirements, understanding business needs, and ensuring those needs are met -Requirement Gathering -Solution Design and Implementation -Project Management from conception to completion -Testing and Validation, coordinating user testing and performing systems testing to ensure systems are working as expected -Training and Support on new business systems and processes to users -Documentation Requirements: -5-7 Years of relevant work experience in business systems analysis including identifying business processes and supporting process improvements. -background coming from a small business or small IT shop (not a large company) -Strong requirement gathering skills on the technical and business side -Experience working with both internal and external stakeholders Nice to Have skills: -Bachelors degree in IT or related field -Knowledge of project management methodologies like Agile and Scrum preferred. -Experience with ERP systems, CRM software, Large-scale SaaS and other enterprise solutions is beneficial -Scrum or Agile or Saafe certification or similar -Experience working for a municipality, city, state, or local government -Experience working with building or permitting departments/business units -Background in construction or engineering or DOT, etc businesses Compensation: $25/hr to $35/hr. with possibility for higher pay and salary upon conversion. Exact compensation may vary based on several factors, including skills, experience, and education. Employees in this role will enjoy a comprehensive benefits package starting on day one of employment, including options for medical, dental, and vision insurance. Eligibility to enroll in the 401(k) retirement plan begins after 90 days of employment. Additionally, employees in this role will have access to paid sick leave and other paid time off benefits as required under the applicable law of the worksite location.
    $25 hourly 14d ago
  • Law Analyst

    Outlier 4.2company rating

    Analyst Job 14 miles from Lutz

    Outlier helps the world's most innovative companies improve their AI models by providing human feedback. Are you an experienced Law expert who would like to lend your expertise to train AI models? About the opportunity: Outlier is looking for talented Law experts to help train generative artificial intelligence models This freelance opportunity is remote and hours are flexible, so you can work whenever is best for you You may contribute your expertise by… Assessing the factuality and relevance of domain-specific text produced by AI models Crafting and answering questions related to Law Evaluating and ranking domain-specific responses generated by AI models Examples of desirable expertise: A bachelor's or higher degree in Law or a related subject Experience working as a Law professional Ability to write clearly about concepts related to Law in fluent English Payment: Currently, pay rates for core project work by Law experts range from $30 to $50 per hour USD. Rates vary based on expertise, skills assessment, location, project need, and other factors. For example, higher rates may be offered to PhDs. For non-core work, such as during initial project onboarding or project overtime phases, lower rates may apply. Certain projects offer incentive payments. Please review the payment terms for each project.
    $30-50 hourly 1d ago
  • Investment Analyst

    Webull Advisors

    Analyst Job 28 miles from Lutz

    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 Webull Advisors is an SEC-registered investment advisor specializing in robo-advisory services. We are seeking a talented Investment Analyst to join our exceptional team in St. Petersburg. Reporting directly to our CEO of Advisors, you will play a key role in developing and managing portfolios, conducting in-depth research on third-party managers, and evaluating investment strategies across ETFs, mutual funds, and individual securities. This position offers the chance to become an investment product expert while collaborating with multiple teams and driving process improvements. In This Role, You Will Develop and manage portfolios leveraging expertise in portfolio construction, asset allocation, and risk/reward metrics. Conduct third-party manager research and evaluate investment strategies across ETFs, mutual funds, and individual securities. Summarize and present research findings to clients, offering clear and actionable insights. Maintain a deep understanding of third-party model provider capabilities, products, and services to support client needs. Act as the investment product expert for internal and external stakeholders, addressing inquiries and providing detailed product knowledge. Ensure accuracy and timeliness of system-generated client deliverables, including investment performance reports. Support the wealth management team by summarizing research and preparing customized client presentations. Provide ad hoc project and analytical support to the operations team as needed. Drive process improvements to create efficiencies and enhance automation in investment reporting workflows. Collaborate with cross-functional teams to streamline processes and align with business goals. Serve as the investment SME within a multidisciplinary team of professionals in technology, operations, legal, compliance, risk, and sales. Partner with internal teams to shape and enhance advisory platforms that align with the evolving needs of clients. The Skills You Bring Bachelor's degree in Economics, Business, or Finance Proven experience in a retail investment advisory environment. A strong understanding of portfolio construction, asset allocation, and investment research methodologies. Familiarity with ETFs, mutual funds, and individual securities as investment vehicles. Comfortability working in a collaborative, team-oriented environment with diverse stakeholders. A demonstrated ability to analyze processes, identify inefficiencies, and implement automation solutions. Exceptional analytical, communication, and presentation skills. What Makes You Stand Out You have experience working in fintech or with brokerage platforms Strong Knowledge of global financial markets 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 those 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. This role is based in our Global HQ in St Petersburg, FL at 200 Carillon Pkwy, St Petersburg, FL 33716. 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.
    $52k-89k yearly est. 20d ago

Learn More About Analyst Jobs

How much does an Analyst earn in Lutz, FL?

The average analyst in Lutz, FL earns between $46,000 and $84,000 annually. This compares to the national average analyst range of $53,000 to $99,000.

Average Analyst Salary In Lutz, FL

$62,000

What are the biggest employers of Analysts in Lutz, FL?

The biggest employers of Analysts in Lutz, FL are:
  1. Tata Group
  2. Verimed
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