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Analyst Jobs in Medford, NY
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Customer Data Platform Admin and Analyst
Cella Careers
Analyst Job 35 miles from Medford
Location: Stamford, ConnecticutJob Type: ContractCompensation Range: $60 - 70 per hour Cella is looking to hire a talented and driven Customer Data Platform (CDP) System Admin/Analyst for a role within the beverage/wine industry. In this pivotal role, you will be instrumental in managing and optimizing the rollout of their BlueConic platform, directly contributing to a transformative, data-powered marketing initiative. This is an exciting opportunity to join a growing, family-run business as it advances its digital marketing capabilities. You will collaborate closely with both marketing and IT teams to activate valuable customer insights, provide crucial support for use case development, and ensure that data is effectively driving impact across our diverse brand portfolio. Responsibilities:Assume full ownership and management of the BlueConic CDP, ensuring its reliable performance and effective utilization throughout the organization. Develop and deliver insightful audience analyses and comprehensive performance reports to empower marketing teams with data-driven decision-making. Parnter with Data Engineers to translate complex technical data and platform functionalities into clear and actionable marketing strategies. Forge strong partnerships with marketing leaders to provide dedicated support for the development and successful execution of various marketing use cases. Collaborate closely with IT and enterprise data teams to maintain seamless data flows and optimize critical system integrations. Lead the onboarding and training of new users on CDP best practices, core platform functionalities, and the implementation of new features. Serve as a vital link, effectively bridging the gap between overarching marketing objectives and the underlying technical execution. Qualifications:Technical Skills & Experience:Possess a minimum of 5 years of demonstrable experience working with customer data platforms. Demonstrate hands-on experience in the management and configuration of the BlueConic platform. Exhibit a strong understanding of audience segmentation methodologies, data analysis techniques, and campaign measurement frameworks. Possess the ability to interpret and effectively act upon data layer structures and tagging implementations. Proven experience working collaboratively and effectively in cross-functional environments encompassing both marketing and IT teams. Personal & Communication Skills:Demonstrate diplomatic and empathetic interpersonal skills, coupled with a natural inclination for collaboration. Possess the ability to articulate complex technical concepts in a clear, concise, and business-oriented manner. Exhibit a positive, solutions-oriented approach to communication. Display adaptability and comfort in navigating ambiguous situations and evolving priorities. Maintain a respectful and constructive approach when engaging with existing processes and team dynamics. Skills: What We're Looking For:Exhibit a forward-thinking mindset with a genuine passion for innovation and leveraging data for strategic advantage. Embrace a collaborative approach to working effectively across diverse teams and disciplines. Demonstrate strong project shepherding and stakeholder engagement abilities. Display comfort and familiarity with the dynamics of a family-run business culture. Possess the ability to communicate effectively and build rapport with stakeholders at all levels, ranging from marketing leads to C-level executives. Engage in regular collaboration with the marketing leads of key brands and project managers. Demonstrate a strong collaboraite spirit and a willingness to find creative solutions and workarounds for marketing partners. Practice a diplomatic and empathetic approach to interpersonal interactions. Have the ability to bridge the gaps beween technical and creative/marketing teams. Effectively translate technical requirements. If you are a strategic and analytical thinker who excels at transforming audience data into tangible marketing momentum-and you thrive in an environment that bridges the realms of technology and brand strategy-this could be an exceptional opportunity for you. JOBID: 1087357 #LI-Cella#LI-SA1#PL#LI-RemoteEqual Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. At Cella, a randstad digital company, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa. com. Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Cella by randstad digital offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility). This posting is open for thirty (30) days. PandoLogic. Category:Technology, Keywords:System Administrator, Location:Stamford, CT-06901$60-70 hourly 3d agoEpic Research Analyst
Medisys Health Network, Inc.
Analyst Job 28 miles from Medford
The Epic Research Analyst I will be the principal analyst for the Epic Research module and the Research departments systems that might interface into Epic. They should have a thorough understanding of available technology, tools, and existing designs. This position is a full-time/salaried opportunity based in Hicksville, Long Island. Onsite schedule for the first 90 days, hybrid thereafter with 2 remote days. Duties and Responsibilities: 1. Provides guidance, expertise, and solutions related to available system options for build requests throughout all phases of the project development cycle. 2. Works closely with client management, clinical end users, operations, and leadership to identify and specify the complex business needs and processes for diverse development of workflows within the EHR as it applies to Research. 3. Researches and evaluates alternative solutions and recommends the most efficient and cost-effective solutions for the systems design. 4. Performs analysis and system design. May code new or modified programs, reuse existing code with program development software alternatives and/or integrates purchased solutions. 5. Documents, tests, implements, and provides on-going support for the applications. 6. Provides highly technical consulting and leadership in identifying and implementing new uses of information technologies that assist the functional business units in meeting their strategic objectives. 7. Acts as expert technical resource to development staff in all phases of the development and implementation process. 8. Performs related duties as assigned or requested. Requirements: · Education: Bachelor's degree, or an equivalent combination of education and work experience. · Epic proficiency or certification in Epic Research module · Strong understanding of Epic integration with various external platforms and systems · Strong communication, organizational and leadership skills$94k-158k yearly est. 4d agoClient Service Analyst
Newedge Wealth
Analyst Job 35 miles from Medford
Client Service Analyst is responsible for enhancing the client experience by servicing clients and providing operational support to a top Wealth Management team. This individual will be responsible for account opening and maintenance, reporting, cashiering activities, and other client supportive services. Duties/Responsibilities: Relationship Management Communicate with UHNW clients and prospective clients verbally and in writing Educate clients on account services and capabilities (e.g., how to read statements/confirms, how to use Online Services, paperless options, etc.) Process client service requests like account transfers, disbursements, tax reports (for instance) Account Management Collect appropriate documentation to set up new accounts Process service requests and send confirmations of completion Review daily reports and alerts and process accordingly Investment Solutions Prepare client reporting materials for review meetings Prepare marketing books for client communications Practice Management Maintain contact management systems with up-to-date key client information Monitor team calendar for up-to-date deliverables Understand risk awareness and regulatory knowledge Talent Management Proactively develop self to continuously improve knowledge, skills and credentials Communicate development needs Assist with on-boarding new members to the firm Skills/Abilities: 1-3 years of client service experience preferred Financial Services industry experience preferred Series 7 and 66 licensed or willingness to acquire a license while on the job College Degree Excellent skills in Microsoft Office Suite Excellent written and verbal communication skills Highly organized with great attention to detail Excellent interpersonal skills, including being polished, courteous, professional, and patient Ability to work in a fast-paced environment Possesses exceptional multi-tasking skills and strong time-management Experience with Microsoft Office Suite (Word, Excel) Who We Are: EdgeCo Holdings' is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades. NewEdge Capital Group provides best-in-class technology-enabled solutions and support services to financial advisors and their clients. Comprised of NewEdge Wealth, NewEdge Advisors, and NewEdge Securities, they have over $30 billion in client assets and support over 300 financial advisors servicing several thousand households, family offices and institutions comprising more than 75,000 client accounts. What We Offer: Compensation will be comprised of a base salary and an opportunity to qualify for bonus(es) or commissions. EdgeCo Holdings benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods). Applications will be accepted on an ongoing basis.$67k-107k yearly est. 8d agoInformation Technology Business Analyst
Atlantic Group
Analyst Job 37 miles from Medford
Job Title: IT Business Analyst We are seeking a highly motivated IT Business Analyst to lead and support the planning, execution, and delivery of technology initiatives across the fund. This role acts as a key liaison between business stakeholders and IT teams, ensuring that technology solutions align with business goals and deliver measurable value. Key Responsibilities: Collaborate with business stakeholders and IT teams to align technology initiatives with organizational objectives. Analyze and evaluate current business systems and operational workflows to identify opportunities for technology-driven improvements. Gather, document, and manage detailed business and functional requirements for IT projects. Define project scope, objectives, and deliverables in partnership with stakeholders and technical teams. Assist in managing vendor relationships, including their support processes, managed services agreements, budgets, and product roadmaps. Conduct requirements analysis and support process improvements through the use of technology. Lead and coordinate user acceptance testing (UAT) to validate system changes and ensure they meet business needs. Qualifications: Strong understanding of IT strategies and the ability to support technology-driven process improvements. Proven problem-solving skills with the ability to propose scalable, tech-focused solutions. Hands-on experience with business process mapping, testing, and requirements management. Proficiency in using technology tools for data gathering, analysis, and reporting. Excellent communication and documentation skills. Bachelor's degree in Information Technology, Business, Finance, or a related field. Preferred industry experience in financial services or investment management. 44269$89k-113k yearly est. 6d agoData Analytics & Reporting Analyst
TMF Group
Analyst Job 35 miles from Medford
We never ask for payment as part of our selection process, and we always contact candidates via our corporate accounts and platforms. If you are approached for payment, this is likely to be fraudulent. Please check to see whether the role you are interested in is posted here, on our website. About TMF Group TMF Group is a leading provider of critical administrative services, helping clients invest and operate safely around the world. We provide legal, financial and employee administration through TMF Group's teams in 120 offices We are looking for a highly motivated and experienced professional, with strong analytical skills, to join our global team in Stamford in the role of Data Analytics & Reporting Analyst, to perform reporting, reconciliation and controlling activities with a focus on investment and compensation plans for the Financial Services sector. The successful candidate must love working with numbers and excel and must be a dynamic individual who enjoys problem solving and working to tight deadlines. Key Responsibilities: Generate, verify and deliver standard month end as well as ad-hoc reports to client stakeholders. Reconcile plan assets/liabilities and coordinate true up on a periodic basis. Prepare trade orders, communicate with custodian/trade desk, post settlement transactions or all trading related events associated with compensation plans under administration. Execute checklist of assigned trading/transaction related tasks. Analyze valuation and plan activity data/statements (e.g. capital call, distribution) and post relevant data to EWM System. Ensure that all plan relevant transactions are posted in a timely and accurate manner, specifically to meet periodic reporting deadlines (e.g. payroll, end of month, fee processing). Work closely with other departments of the company to coordinate and ensure that participant accounts are up to date at all times (e.g. dividends, prices, valuations, corrections, fund events) Calculate and post participant fees. Verify and approve payroll reports on a periodic basis. Perform and document various ISAE 3402 controls. Escalate system and reporting issues to relevant teams, monitor and verify resolution process. Work with internal teams to complete testing for system enhancements. Work with Client Relationship Managers to insure that client requests are addressed and deliverables are provided to clients in a timely and accurate manner. Any other duties deemed necessary by DAR Manager Key requirements: Motivated and positive attitude Strong analytical and quantitative skills Strong attention to detail and problem solving skills Able to work well in a self-directed environment and use initiative Assume ownership of tasks and follow through to completion Graduate Level Position Preferably with experience in Client Services/Financial Services role Accounting/Bookkeeping/Controlling/Operations experience Intermediate to Advanced Microsoft Excel skill. Extensive experience with web-based applications Excellent organizational skills and ability to prioritize tasks What's in it for you? Pathways for career development Work with colleagues and clients around the world on interesting and challenging work. We provide internal career opportunities, so you can take your career further within TMF. Continuous development is supported through global learning opportunities from the TMF Business Academy. Making an impact You'll be helping us to make the world a simpler place to do business for our clients. Through our corporate social responsibility program, you'll also be making a difference in the communities where we work. A supportive environment Strong feedback culture to help build an engaging workplace. Our inclusive work environment allows you to work from our offices around the world, as well as from home, helping you find the right work-life balance to perform at your best.$69k-90k yearly est. 17d agoValuation Analyst
Atlas Search
Analyst Job 35 miles from Medford
We are working with a well-established global investment management firm that specializes in targeting traditional and non-traditional sources of alpha by employing multiple absolute return strategies. They are actively seeking a Valuations Analyst to join their team and report to the Valuations Controller. The ideal candidate has experience with pricing experience, P&L, and valuations experience within hedge funds. This is a fantastic ongoing contract opportunity, and we are looking to fill the position as quickly as possible. Responsibilities: Assist with mid-day and end of day pricing processes by compiling pricing from various sources, uploading them into accounting system and distributing them. Maintain an ongoing tracker of simple and complex OTC options that are priced via broker statements or models. Locate options in the broker statement and provide third party with option identifiers. Monitor option prices on an ongoing basis and review broker quoted option prices at month-end. Monitor stale prices and follow up with the Administrative, Information Technology, and Pricing vendors to resolve issues. Assist with end of day P&L Flash distributed firmwide. Compile broker quotes for convertible bonds on the 1st and 2nd business day of each month. Assist in the preparation of the monthly Valuation Committee package. Assist in addressing ad hoc pricing questions from portfolio managers. Qualifications: Valuation background (1-3 years working experience) Math/finance/accounting educational background$66k-97k yearly est. 2d agoFund Performance Analyst
Mission Staffing
Analyst Job 37 miles from Medford
Our client, a well-established and highly regarded asset management firm in Stamford, CT, is looking for a Performance Analyst to join their team! Responsibilities of this position include running MOIC and IRR analysis on closed-end funds, identifying and analyzing any investment risk factors, and analyzing fund, asset, and LP level performance. The ideal candidate will come with 5-10 years of Performance Analysis experience for a well-known asset manager, and familiarity with sustainable infrastructure investments is preferred. Responsibilities Include: Analyzing fund, asset, and LP level performance for the firm's closed-end sustainability infrastructure investments Running consistent MOIC and IRR analysis and producing relevant reports to present to senior stakeholders Identifying and analyzing various investment risk factors Requirements: 5-10 years of performance analysis experience for an established asset management firm Familiarity with closed-end sustainable infrastructure investments Excellent written and verbal communication skills$78k-105k yearly est. 6d agoPrivate Credit Reporting Analyst (Hedge Fund/Direct Lending)
Green Key Resources
Analyst Job 35 miles from Medford
Job Title: Private Credit Performance Analyst (VP/SVP) Employment Type: Full-Time Industry: Investment Management | Private Credit | Alternative Investments About the Firm Our client is a leading global credit investment manager with over $30 billion in assets under management across private credit, structured credit, and special situations strategies. With over $100 billion deployed since inception and a global team of 350+ professionals, the firm has built a reputation for disciplined credit investing and a culture centered on collaboration, precision, and performance. Role Overview The firm is seeking a Performance Analyst to join its Private Credit Reporting team. This role is ideal for candidates with 5-7 years of experience in private credit, hedge funds, or other credit-focused investment environments. The Performance Analyst will be responsible for delivering high-quality investor reporting, portfolio analytics, and performance materials across a suite of credit strategies. Key Responsibilities Design and maintain performance reporting for private credit funds Prepare quarterly investor reporting and track record updates Respond to ad hoc investor requests and support marketing deliverables Analyze key portfolio metrics (EBITDA, LTV, ICR, leverage, etc.) Collaborate with legal, compliance, portfolio, and marketing teams to ensure reporting accuracy and consistency Maintain data integrity across internal systems and investor materials Contribute to the development of internal tools to streamline reporting processes Qualifications 5-7 years of experience in investment management, ideally within private credit or hedge funds Strong understanding of credit instruments and portfolio company financials Exceptional Excel skills; ability to manipulate and analyze large datasets Exposure to programming tools (SQL, Python, or VBA) is a strong plus CFA or progress toward CFA designation is preferred Strong communication skills, attention to detail, and the ability to thrive in a fast-paced, collaborative environment Bachelor's degree in Finance, Economics, Accounting, or related field$61k-82k yearly est. 2d agoAnti-Money Laundering Analyst
Partnership Employment
Analyst Job 35 miles from Medford
The BSA/AML Analyst focuses on identifying and reporting currency transactions, OFAC testing and alert review and the preparation/maintaining of various reports and logs. In addition, this position maintains various functions within the Bank's AML monitoring system. In accordance with Bank policies and procedures. Essential Functions and Responsibilities Identify reportable currency transactions using reports generated from the core system and information provided by branches Maintain CTR Tracking Sheet for tracking reportable transactions Prepare CTRs for filing using the Bank's AML monitoring system File CTRs, weekly, through the Bank's AML monitoring system and E Filing Track and upload FinCEN acknowledgements, for CTRs filed Independently investigate cash/wire alerts generated by the AML monitoring system, document conclusion and elevate activity that may warrant a SAR filing Independently review OFAC watch list alerts generated by the Bank's AML monitoring system for potential matches to the Treasury lists. Document conclusion and report true or potential matches to the BSA/OFAC Officer. Independently review other watch list matches generated by the Bank's AML monitoring system for identification of high risk businesses/transactions related to a high risk business type such as marijuana, privately owned ATMs etc. Document conclusion and elevate activity that may warrant a SAR filing or raise the customer's risk rating. Perform EDD on wires of interest, daily, research originators and beneficiaries on wires and consult with Branch. Prepare and maintain Wire Transfer Log Prepare Remittance Products statistics for the Bank Call Report Perform FCRM daily system check; and FCRM Data Review functions as required Open cases in Client 360 for issues identified in FCRM, follow up as needed Assist with FCRM software upgrades and creating new FCRM alerts as needed Test vendor OFAC lists as required; Verify OFAC lists have been imported to systems used for OFAC verification Maintain reports for large currency transactions, currency exchanges and IATs Maintain statistics as required for risk assessment, FCRM validation, etc. Report suspicious activity to BSA Officer using the BSA/AML Activity Review form Assist with preparing for: OCC BSA Exam, OCC MLR, BSA risk assessment, etc. Assist with responding to findings/recommendations from the various initiatives and implementation of Program enhancements, etc. Routinely review procedures related to job responsibilities to ensure adherence and recommend revisions to the BSA/AML Officer Cross train new and existing BSA staff, as directed by the BSA/AML Officer Qualifications Required: High School Diploma or equivalent Minimum one year BSA/AML experience working in a BSA Department Windows and Excel proficiency Experience with AML monitoring systems$67k-92k yearly est. 6d agoHRIS Analyst
Coda Search│Staffing
Analyst Job 29 miles from Medford
A top tier Credit firm in CT is seeking a talented HRIS Analyst to join their service-oriented HR Team. his firm runs lean HR team and offers exposure to areas of HR outside of the data management. This is a great opportunity to gather skills in compensation, performance management, leave administration, as well as data management. This is an opportunity to work in a project heavy role with opportunity for automation initiatives. Responsibilities: Maintain the HRIS through data entry, audits and maintenance Manage sensitive HR and employee info in compliance with privacy regulations and firm policy Automate HR reports for efficiency gains Organize HR data to assist with business needs , and provide easy access for reports and answering business questions Projects across payroll, comp, leave, and performance on an ad hoc basis Requirements: 2-5 years in HR within Financial Services Experience in data/CRM management is a plus Very strong MS Excel (pivot tables, VLOOKUP, data validation)$69k-99k yearly est. 4d agoCall Center Analyst
Insight Global
Analyst Job 35 miles from Medford
Must Haves: 3+ years of customer service, quality call, or call center experience Experience transcribing and picking up certain key indicators/ information in calls Strong experience with Excel: ability to format cells, formulas, package up a report, etc. Good communication & listening skills Ability to create reports & presentations based off call information Bachelors Degree Nice to Have: Telecommunication Experience Previous experience within a call center Day-to-Day: Insight Global is hiring for a Quality Call Center Analyst to sit 100% onsite for a large, telecommunication company. This person would be joining the Service Transformation Team within the Customer Operations Organization. This Quality Call Center Analyst will be joining a team comprised of program managers, business analysts, and other project managers. This group is working on a new program launch that will encompass multiple phases. The goal of this group is offering "next best decision/action" or NBO to customers by incorporating the artificial intelligence tool, Pega. In other words, when a customer calls in, the platform will interrupt the call and be able to pull past call data or their customer profile. Based off the current data, the AI tool will suggest the next best action or predict why the customer is calling in that way they are directed to the right person/center that will overall better customer experience. This Quality Call Analyst will be listening and gathering context from customer calls with agents. This Quality Call Center Analyst will be listening to see what areas could have been improved in the call to better the customer experience or how they did giving the " next best offer".$45k-69k yearly est. 7d agoSystem Analyst
Humanedge
Analyst Job 35 miles from Medford
Opportunity Description The Senior System Analyst is an IT professional primarily responsible for analyzing, designing, implementing, and maintaining information systems. The analyst works closely with the hospital departments as well as other IT professionals such as interface analyst developers, and outside vendors. Prior experience working in a medical setting is a must. Prior experience with Meditech Expanse is a plus, or other EMR's and hospital business applications desirable. Company Information Well-renowned medical center located in Derby, CT. Job Duties Seek out ways to improve on the organization's processes, design systems to implement these changes, and train and motivate others to use these systems. Supervisor the upgrade of existing systems computer systems or the installation of new systems. Responsible for defining/analyzing system problems, designing and testing standards and solutions, and implementing computer system requirements. Provides support for software applications and project teams in recommending, designing, and implementing new solutions regarding the IT environment. Responsible for basic understanding of interfaces and work with interface analyst(s) to design workflow to optimize department efficiencies. Business partner to multiple departments, financial and clinical, including Billing/Accounts Receivable, Accounts Payable, Registration, Radiology, HIM, Scheduling, Materials Management. Manages multiple projects and tasks simultaneously for several hospital departments. Ability to perform some basic report writing and collaborate with developers for more complex requests. On-call support for system issues is a requirement. Education Bachelor's Degree is a must Experience & Skills Required At least five years of experience. Previous experience in a healthcare setting is highly desirable. Demonstrated ability to manage multiple concurrent priorities Ability to independently plan, organize, develop, prioritize, and execute decisions Strong verbal and written communication skills Presents as detail-oriented with strong analytical skills for troubleshooting and problem-solving. Benefits Excellent health, vision, and dental benefits are offered. Free Parking Hybrid work schedule$71k-100k yearly est. 8d agoSenior Analyst, FP&A
Maxima Apparel
Analyst Job 32 miles from Medford
The Senior Analyst, FP&A will play an important strategic financial role at Maxima Apparel. The role will perform various functions, including carrying out core financial planning and analysis, playing an important role in managing financial performance, and implementing finance strategies of an organization to achieve committed business performance. The Senior Analyst, FP&A will report to the Sr VP of Finance. The ideal person will be one who can roll their sleeves up, be willing to foster a culture of growth and strategy, both on a macro and micro level. Going beyond the mastery of numbers, you will embrace a holistic strategic vision for Maxima Apparel Corp. Our team primarily includes personnel from the Westbury office, in addition to offshore and international teams. As such, working seamlessly with these teams is integral to achieving our goals and delivering exceptional results for our stakeholders. Key Responsibilities Developing forward-looking forecasts and budgets Prepare and present accurate monthly summary of expenses such as direct costs (COGS including fulfillment) with concise action-oriented commentary and analysis Responsible for various aspects of the month-end close process, including proposing corrections for accounting during month end close, accrual entries, etc. Prepare monthly reports on financials to be distributed to the business units Drive decision making across the business to meet organizational objectives by providing insightful financial analysis, interpretations, predictions, support, tools and recommendations; and clearly communicate results and recommendations to ensure clarity and optimal decision making Undertake a monthly proactive review of costs; flag early any changes to be inputted into the forecast based on actual results Provide support/assistance in performing monthly analysis of revenue vs forecast, with details of under- or over-performance Establish and maintain effective relationships across the business to understand the business and the primary drivers, goals, and the needs of partners and internal customers Improve efficiency and control environment, including management of cost center structure and assignment by evaluating processes and providing recommendations Develop and perform reporting of operating metrics that ensures financial performance, e.g. profitability of different products in the assortments/channel. Qualifications Bachelor's degree in Finance, Accounting, Business or related field is required. 3+ years' experience in financial analysis, FP&A, accounting or data analytics Advanced skills in Excel required Industry Experience Preferred - Apparel, Fashion, Consumer Goods Strong financial analysis experience, including ability to manage and interpret large data sets High attention to detail, with the ability to multi-task and effectively prioritize. Exceptional communication and interpersonal skills, with the ability to effectively engage with stakeholders at all levels.$80k-109k yearly est. 2d agoFinance Analyst/Associate
Strata Alliance, A Multi-Family Office
Analyst Job 7 miles from Medford
Strata Alliance, a multi-family office, seeks a Finance Analyst/Associate with transaction (M&A) experience. Based in Ronkonkoma, this full-time role is ideal for an ambitious professional looking to work on a variety of exciting projects involving clients who are sophisticated business owners and high-net-worth individuals. This role is well-suited for an entrepreneurial, client service focused individual with deep technical skills in finance and strategy. This individual thrives in team-based, collaborative environments, loves to problem solve, and is a self-starter. It is an excellent opportunity with room for growth within a rapidly expanding organization. Responsibilities: This Role Encompasses Three Different Work Streams and Responsibility Sets Family Office Alternative Investments Collaborate with Director of Finance on analyzing, executing strategic/financial due diligence, and working through investment opportunities. Opportunities include proprietary direct investments and private equity fund investments. Provide detailed market research and analytics to support the direct investment function Manage day-to-day execution of the capital raise process within the Strata Alliance family network Support Strata Director of Finance with ad hoc tasks and networking with family office and fund partners Financial Office Business Advisory Provide family office clients with ad-hoc business advisory services to include financial analysis, financial modelling, and business valuation Aid in business advisory services surrounding major liquidity events and/or inorganic growth opportunities to include: Financial modelling, review and analysis; Due diligence support / process management - interacting with clients to procure accurate/timely provision of due diligence; Market valuation analysis Family Office Personal Financial Services Aid in ad-hoc financial analyses of HNW client's personal assets Provide personal financial modelling to aid in wealth planning initiatives Qualifications Bachelor's degree required 1-4 years of mergers and acquisitions experience required, preferably gained through an investment banking, family office, private equity, or corporate development role Excel fluency / expertise Comfort / proficiency with financial analysis, financial statements, and company valuation.$66k-103k yearly est. 4d agoMerchant Services Risk Analyst
Esquire Bank
Analyst Job 29 miles from Medford
Basic Function: The position is responsible for supporting the Bank's Merchant Services Risk department in the daily, weekly, and monthly monitoring of the portfolio. By utilizing both real-time risk systems and historic reporting activity the analyst will function as the second line of defense to prevent financial loss to the Bank and its partners. The Risk Analyst will work closely with Independent Sales Organizations (ISO) and their risk departments in the monitoring of merchant activity. Review and communication of material changes in merchant activities and their performance are essential to maintain the Bank's reputational and operational safety and soundness. Principle Responsibilities: • Daily review and tracking of Merchant activity by monitoring of merchant exceptions utilizing processor platforms and internal risk systems and related reports. • Complete daily risk detections timely and accurately. • Recommend processing concerns and anomalies to management for selection of further risk reviews. • Conduct risk reviews and investigations for fraud, potential financial loss, and mitigation strategies to maintain accounts. • Monitor the merchants assigned to the respective Risk and Research Systems for specific activities such as: Daily and Weekly Transaction Counts and Volumes Average Ticket Number of Chargebacks Fraud activity Change in Deposit Frequency New Merchant activity Merchant Account DDA Change First Batch or New Merchant Activity Report Monitoring other external applications/systems for risk related purposes G2 Risk Solutions Portals Lexis Nexis World Compliance Artefacts Aperia External web sites • Ensure activities are an accurate representation of merchant's business model and communicate all exceptions to ISO and escalate to management when needed. • Recommend risk mitigation techniques to minimize financial loss exposure to the Bank when creating and/or approving proposed risk structures for a merchant account. • Provide various reports to management. • Perform other duties and projects as assigned. • Ensure that all activities are performed in compliance with federal, state and Bank Secrecy Act regulatory requirements. Background & Experience: • Accounting, financing or business degrees preferred - will consider comparable educational and/or work experience. • Advanced Excel skills with the ability to manipulate data and automate spreadsheets. • Strong Analytical Skills, problem solving, critical thinking and attention to detail are critical for this role as the work must be accurate to be relied upon by senior leadership. • Ability to recognize and research problems effectively and efficiently to meet the needs of the company and apply innovation and creativity to challenges. • Interacts with business partners to address action to be taken for the prevention of financial, operational, or reputational loss and risk. • Ability to consistently meet deadlines. • Strong planning, organizational, and time-management skills. Must have the ability to prioritize all tasks appropriately and be detailed oriented. • Superior written and oral communication skills; presents ideas in a clear, concise, understandable, and organized manner to management. • The ideal candidate should enjoy working in a fast-paced, high energy and continuously evolving environment. Location: Esquire Bank, Jericho, NY Full time - M-F 8:30 am - 5:30 pm Estimated Salary Range: $55,000 - $70,000 / year Compensation may vary based on education, skills, qualifications and/or expertise.$55k-70k yearly 17d agoFinancial Analyst (Spanish Speaking)
Rightclick
Analyst Job 29 miles from Medford
Our client is a Connecticut-based organization specializing in streamlining complex processes to better serve their clients. Their focus is on creating efficient and cost-effective solutions tailored to meet unique business needs. They are looking to take on a Financial Analyst who will focus around support of client acquisition, new business development, funding distribution, transaction execution, channel partnerships and marketing. The ideal candidate must be fluent in Spanish. This is a hybrid position based in Fairfield County, CT. Financial Analyst's Responsibilities and Duties Conduct research and financial analysis on companies, industries, and prospective clients. Support business development by preparing research and materials. Assist in data gathering, due diligence, and transaction coordination. Work across all aspects of financing transactions, including structuring and negotiation. Financial Analyst's Qualifications and Skills Bachelor's degree from a top-tier institution with strong academic credentials. Relevant experience in financial services or consulting (internships preferred). Fluency in Spanish is required; additional languages are a plus. Proficiency in MS Office (Excel, PowerPoint, Word); SQL experience is a plus. Strong analytical, organizational, and communication skills. RightClick is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship or any other characteristic protected by law.$67k-104k yearly est. 6d agoFinancial Analyst
Global Industrial Company
Analyst Job 36 miles from Medford
Global Industrial For over 70 years Global Industrial has been an industry leader providing private label and brand name industrial equipment and supplies to businesses throughout North America. We carry over one million industrial, material handling and business products that are sold through our website, corporate sales people and full color catalogs. We are constantly increasing our product offerings to meet the diverse and changing needs of our customers. Our customers include small to large corporations, institutions, government agencies and consumers across North America. Key Responsibilities • Maintain a reporting cadence with business partners to guarantee reporting is accurate, complete, and timely • Assist Sr. Director of Finance and CFO in leading annual Budget and Forecasting process with a focus on continuous improvement • Build, implement, and Maintain financial models and tools to support critical initiatives and support business decisions that support corporate strategy • Communicate significant variances, trends, and financial projections effectively to management. • Analyze financial data and activity-based trend data to create or support financial models, forecasts, operating budgets, reports, charts, tables, and other exhibits. • Conduct regular meetings with business partners to report findings on current spend and variances to Budget • Conduct cost analysis on vendor contracts, pricing strategies, and product margins to support business decisions. • Create financial models and ad-hoc analyses to support business priorities and strategic initiatives. • Work closely with Manager of Data for Finance team to create and maintain Power BI's Competencies and skills • Required Education: Bachelor's Degree • Financial analysis, preferably in the wholesale, retail, or distribution industries. • Field of study: Finance, Accounting, Business, or a related field. • Strong Presentation skills and ability to communicate with senior leaders • Excellent Verbal and written communication skills; the ability to summarize detailed information in a concise manner • Experience with financial modeling and proficiency in Excel • Work Experience: 3 - 5 years Preferences: (Preferred attributes for the position, if any) • Strong quantitative and analytical competency. • Familiarity with ERP systems (e.g., SAP, Power BI, Bex, Oracle) and financial reporting tools. • Strong analytical and data gathering skills, including data validation techniques across large data sets. • Comfortable in a fast-paced environment with frequent deadlines; high energy, self-motivated and proactive. • Proficiency in Microsoft Office Suite, especially Excel. • Excellent attention to detail and organizational skills. • Strong collaborating skills, and an ability to work effectively both independently and as part of a team. • Excellent communication and interpersonal skills. The pay range for this position will be 74,000 to 89,000 annually. The exact pay will be determined by multiple factors unique to each individual, including years of experience, certifications, and the specific location of the job. Rates may vary in other areas due to differing labor costs. EEO/AA Statement Global Industrial provides equal employment opportunities to all employee and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absences, compensation and training.$65k-97k yearly est. 2d agoMunicipal Bond Credit Analyst
Clinton Investment Management, LLC
Analyst Job 35 miles from Medford
Clinton Investment Management is seeking a Municipal Credit Analyst to support the firm's rapid growth of assets under management. Primary job responsibilities include performing detailed credit analysis for securities across multiple municipal sectors and with varying risk profiles. The analyst will help identify potential investment opportunities utilizing the firm's investment thesis and philosophy and articulate credit opinions to internal and external stakeholders. Core Responsibilities • Perform fundamental credit analysis for a complex portfolio of municipal issuers across the risk spectrum, including high yield • Surveil a portfolio of assigned credits within stipulated deadlines through analysis of periodic financial reports, news sources, management discussions, and other external sources to fulfill regulatory requirements • Recommend, through written reports and verbal communication, the potential suitability of specific municipal credits for individual portfolios and commingled funds • Develop, review, and maintain internal credit models to support analysis and trade recommendations • Effectively communicate with team members, rating agencies, broker/dealers and other industry players • Draft periodic credit commentaries on key market and industry developments • Perform special/ad hoc projects, as needed, to advance the research team and firm's objectives Qualifications • Three-to-five years of municipal credit analyst experience at buy/sell side firms, bond insurers, credit ratings agencies, issuers, etc. Other pertinent experience will be considered • Advanced analytical and quantitative skills, particularly an ability to navigate complex data sets and systems to assess credit risks • Knowledge of and interest in macroeconomic topics (economic, political, and legal) and their linkages to municipal securities • Excellent written and verbal communication skills to successfully articulate credit opinions to trading desk and clients • Strong intellectual curiosity, independent thinking, and ability to work collaboratively in team-based settings • Excellent time management/organizational skills and attention to detail Education • Bachelor's degree in a related field (economics, finance, public policy/administration, business, mathematics) is required o Advanced/master's degree is preferred • CFA or progress towards obtaining designation is a plus Preferred Qualifications • Exposure to sectors such as charter schools, healthcare/CCRCs, transportation, higher education, tobacco, and project finance sectors is a plus • High yield experience Compensation Competitive pay and bonus commensurate with professional experience$59k-95k yearly est. 5d agoEpic Optesia Analyst
Medisys Health Network, Inc.
Analyst Job 28 miles from Medford
This position is a full-time/salaried-hybrid schedule opportunity based in Hicksville, Long Island. • Epic OpTime and Anesthesia Analyst will be responsible for design, building, testing, and implementation of Epic OpTime/Anesthesia functionality. • Provide support to clinical users through knowledge of clinical processes, documentation needs, work flows, and clinical practice standards, when adapting software to meet their needs. • Ability to work well with the existing team, clinical customers, and project stakeholders to implement each enhancement as consistent with Epic design. • Effective customer engagement, written and verbal communication skills. • Identify and recommend solution development for complex projects and ensure best practice development. Formulate and develop plans at a high level, while documenting the required steps to achieve stated requirements. Review plans with management/peers as appropriate. • Develop and maintain clear, understandable documentation to describe program development and modification. • Independently manage work to ensure tasks are completed based on clearly defined project milestones. • Conduct regular meetings with hospital staff to determine future system enhancements. Requirements Epic OpTime Certification "or" Anesthesia Certification required Certification in both Optime & Anesthesia preferred Experience with AQI Reporting and Perioperative work flows. Excellent/Effective communication skills and knowledge of desktop tools (such as Visio, Word, Excel, and PowerPoint). Demonstrate a proficient degree of analytical skills$62k-94k yearly est. 56d agoEnterprise Risk Analyst
Partnership Employment
Analyst Job 27 miles from Medford
Company in Financial Services is looking to hire an Enterprise Risk Analyst. Leveraging subject matter expertise in all areas of the organization to identify, management, monitoring and tracking risk. Assist in the implementation and maintenance of the organization's risk framework, supporting policies and procedures. This includes but is not limited to the implementation and maintenance of key ERM programs such as Risk Assessments, Reportable Events, New Product Approval Process, Risk Appetite, Model and Insurance Management and Key Risk Indicators. Identify significant operational processes across the organization for evaluation of design and controls. Update, analyze and manage risk and control library and mappings in the organization's GRC system based on new/modified process, policies and procedures. Work with management, business areas and risk counterparts to analyze, rate and mitigate significant risks by ensuring controls, standards, and processes are defined, designed, and implemented. Coordinate and facilitate risk assessments across the various business areas. Identification, tracking, reporting and maintenance of the organization's Reportable Events program by working with the business areas, 1st and 2nd line, and CUSO's to gather information from multiple data sources for root cause analysis, rating and evaluation. Preparation of monthly, quarterly and annual reports and presentations for the Chief Legal & Risk Officer, VP of Enterprise and Third-Party Risk Management, Enterprise Risk Management Committee, Asset Liability Management Committee and Board. In addition to supporting management within various meetings, audits, projects, reviews and initiatives. Work with management to design and deliver educational, training or other materials to support desired organizational risk management frame work and culture.$80k-114k yearly est. 6d ago
Learn More About Analyst Jobs
How much does an Analyst earn in Medford, NY?
The average analyst in Medford, NY earns between $60,000 and $110,000 annually. This compares to the national average analyst range of $53,000 to $99,000.
Average Analyst Salary In Medford, NY
$82,000
What are the biggest employers of Analysts in Medford, NY?
The biggest employers of Analysts in Medford, NY are:
- City of New York
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