Accounting / Finance / Treasury - Financial Analyst

Alaska, USA Arizona, USA California, USA Florida, USA Kent, WA, USA Nevada, USA Texas, USA Wyoming, USA Virtual Req #258 Monday, June 5, 2023 We embrace passionate Team Members who consistently display our values : United, Informative, Approachable, Caring and Transparent.

We are united in our collective effort to achieve member goals and proactively provide solutions tailored to individual Member needs.

We are committed to ensuring that each Member receives a positive service experience and trusted financial advice. Join the Nuvision Team today! Let us be part of your career journey!

The Financial Analyst is responsible forproviding support in the development of the annual budget and the maintenance of the Asset / Liability Management (ALM) model.

Also supports the processfor producing the budget variance reports and completing meeting packages for the Pricing and Management ALCO Committees.

Adds value to the Credit Union by providingaccurate information and timely reporting related to the finance functions.

Responsibilities :

• Assists in the development and coordination of the annual budget and the creation of budget reports.
• Provides support to the ALM modeling and reporting.
• Assist, as directed by department leadership, in the Profitability process.
• Assists in the production of non-interest income and operating expense budget variance reports.
• Assists department managers with research as needed and follow through for the completion of the variance explanations.
• Assists in calculating deposit rate changes based on established pricing strategy and rate survey data.
• Assists in compiling reports and completing the various Committee Meeting packages.
• Assists in compiling reports and completing the Management ALCO Meeting packages.
• Assists in data gathering for audits, studies, and analyses as needed.
• Treats co-workers and members with respect.
• Supports and participates in continuous improvement activities.
• Represents the Credit Union in a positive and professional manner.
• Performs other related duties as assigned.
• Maintains member and other sensitive information with confidentiality.

Qualifications :

• 1 to 3 years of similar or related experience in finance
• Good Understanding of budgeting, forecasting, financial statement and analysis
• Proficient in in Excel, Word and other Microsoft Office applications
• Good analytical skills
• Excellent verbal and written communication skills
• Financial institution experience

Education :

Bachelor's degree in finance, accounting, or a related field

Website : nuvisionfederal.com / careers

Pay scale by applicable geographic location :

• Southern California : $24.74 - $30.92
• Alaska : $25.73 - $32.17
• Arizona : $22.53 - $28.16
• Florida : $21.31 - $26.64
• Nevada : $23.08 - $28.85
• Texas : $21.65 - $27.06
• Washington : $26.40 - $32.99

The final pay offered to a successful candidate will be dependent on several factors that may include but are not limited to the type and years of experience within the job, the type of years and experience within the industry, job related training / education, etc.

California Employee Privacy Notice :

Covid-19 Precaution(s) :

• Remote Interview Process (some positions vary)
• In-Person Interview required for Front-Line Positions
• Social Distancing and Mask Guidelines in place

Latham & Watkins, a global law firm consistently ranked among the top firms in the world, is seeking a Finance Manager Technology to join our dynamic team in Las Vegas.

Please note that this role may be eligible for a flexible working schedule that allows for a hybrid and in-office presence.

About Latham & Watkins

Latham & Watkins is a global law firm consistently ranked among the top firms in the world. The success of our firm is largely determined by our commitment to hire and develop the very best and brightest, creating a team that provides our clients with the highest quality of work and service.

We are driven by our core values : respect, innovation, and collaboration.

About the role

As a Finance Manager - Technology, you will be responsible for managing the Global Technology department’s financial planning, performance, processes, and metrics.

The Manager provides leadership and guidance to the Technology Department regarding financial matters and provides analysis, projections, and recommendations to optimize technology spend for complex technology hardware, software and subscription deals.

Other key responsibilities include :

• Preparing annual capital and expense budgets, ensuring budget compliance, while also providing actual to budget variance reporting and analysis, as well as assisting practice offices with the budgeting process
• Providing financial management, control, reporting, and strategic planning of capital spending
• Preparing department account analysis reports, as well as providing forecasting and cost modelling analysis, and recommending strategies for cost efficiencies to senior management
• Monitoring trends and key performance indicators, while also developing and tracking early warning signals for changes in expense performance
• Monitoring firm headcount and technology product usage to optimize allocations of both hardware inventory levels and software licenses / subscriptions;

Recommending adjustments as needed

• Using financial analysis skills to provide guidance and alternative structures for licensing agreements with outside suppliers to provide department leadership with effective negotiation options
• Working in a team environment to complete ad-hoc financial analysis, reports and special projects related to technology asset management and department financial metrics

About you

We’d love to hear from you if you :

• Display excellent leadership and project management skills (i.e., organizing, planning, problem-solving and decision-making) necessary for effective management
• Demonstrate strong financial analysis skills with the ability to build financial models using Excel, PowerPoint and Word
• Possess a strong aptitude for financial systems, and proficiency in Excel; Access is a plus

And have :

• A Bachelor’s degree or equivalent
• A minimum of five (5) years relevant experience in financial analysis and reporting
• Relevant experience at a professional services firm or Fortune 500 company

Successful candidates will not only be provided with an outstanding career opportunity and welcoming environment, but will also be provided with a generous total compensation package with bonuses awarded in recognition of both individual and firm performance.

Eligible employees can participate in Latham’s comprehensive benefit program which includes :

• Healthcare, dental, and vision plans
• Well-being programs (e.g. mental health services, mindfulness and resiliency, medical resources, well-being events, and more)
• Generous 401(k) plan and firm-paid basic life and disability insurance
• Extensive resources for parents and caregivers
• Family building and fertility resources
• And much more!

In addition, employees receive :

• At least 11 paid holidays per year and a PTO program that accrues 23 days during the first year of employment and grows with tenure
• Ongoing professional development and career support, including bespoke training and leadership development programs, firm-paid access to LinkedIn Learning courses, and career coaching.
• Peer networking, mentoring, and professional support through our eight global staff affinity groups.

Additionally, we have a range of diversity programming including Global Affinity Groups. These groups provide a firmwide platform to share experiences and advice as well as an opportunity to participate in a supportive network with common interests to help make life at the firm even better.

Latham & Watkins is an Equal Opportunity Employer. Our commitment to diversity, equal opportunity and sustainability enables Latham & Watkins to draw from a remarkable wealth of talent to create one of the world's leading law firms.

Please click here to review your rights under U.S. employment laws. #LI-JS1 #LI-Hybrid

Required Skills

Required Experience

Assist students in preparing and packaging their grant and / or loan applications to award funds in accordance with federal guidelines.

If this list below describes you, YOU might be our ideal candidate!

• Banking / Teller experience
• Customer Service and Service Recovery Skills
• Great Communication skills
• Friendly and Helpful
• Organized and Detail Oriented
• Problem-Solving Skills

Any equivalent combination of training, education, or experience meets the minimum qualifications.

ESSENTIAL FUNCTIONS

Interview prospective students to determine needs assessment and financial aid eligibility. Determine financial aid eligibility for second and third-year students.

Assist students with financial aid questions.

• Maintain student files to ensure proper financial aid documentation.
• Assist students in completing financial aid forms as required.
• Counsel veteran students and ensure compliance with the Department of Veterans Affairs and State Approving Agency guidelines.
• Coordinate and arrange for required student signatures.
• Contact former students with an outstanding balance between establishing a private pay repayment plan.
• Coordinate and arrange for proof of eligible non-citizenship status, paid in complete default / Pell overpayment documentation.
• Document data into computer for institutional financials for eligible students. Set up a payment plan for students. Establish payment plans for private pay students for all programs.
• Track ISIRs for all current and future students. Complete verification on all selected ISIRs.
• Enter data into the computer for date of packaging, releasing of Pell / SEOG funds and status information of loans, and date loan applications to lenders.
• Ensure student files are complete to include proof of agency funding. Complete any agency needs analysis forms and submit them to the agency.
• Audit each future start packaged file to ensure all awards / financial aid forms are in the file and proper audit form.
• Notify Admissions staff of no-shows for Financial Aid appointments. Reschedule appointments regarding future students.

The list of essential functions is not exhaustive and may be supplemented.

MINIMUM QUALIFICATIONS

• Verbal and written communication skills.
• Customer-service focus and skill set.
• Three (3) years of finance experience, preferably with knowledge of Title IV funding.
• Computer skills.
• Must maintain access to Department of Education (DOE) systems.
• Any equivalent combination of training, education, or experience that meets the minimum qualifications.

EdTec Inc. ( edtec.com ) is a social enterprise committed to improving public education by supporting charter schools with business, operations, and performance services.

Our work supports our vision to have the greatest positive impact on the quality of public education.

EdTec is growing on a national scale. Currently, we provide services to over 300 charter schools across seven states, many of them located in low-income, high-needs communities.

We are seeking a School Finance Analyst who will share our enthusiasm to support our partner schools with high-value financial advisory services, to empower the school leaders to focus their attention where it matters most on providing an excellent education for their students.

We are business experts, educators, policy makers, and parents who are passionate about education. EdTec is committed to creating and maintaining a diverse, equitable, and inclusive work environment where all employees are respected for the unique talents, skills, and experiences they bring to the table and have access to what they need to thrive.

We strive to build a team that is passionate about our mission and values and reflects the diversity of the charter schools we support in order to provide the best possible service delivery and advance the charter school movement.

EdTec Inc. is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.

Requirements

Ideal candidates will be organized, and will have sound communication and analytical skills, comfort with financial principles, experience in a related field (education or finance), and a willingness to learn.

Ideal candidates will also have an entrepreneurial approach, "self-starter," and have comfort with fast growing organizations.

We value and prioritize your professional growth and here is a timeline that outlines what you will do in your first year.

Within your first month, you will :

• Meet the team through 1 on 1’s and team meetings
• Complete base training on core financial and accounting principles and meet your charter school clients
• Navigate and be able to explain the main reports from our accounting software (income statement, balance sheet, general ledger detail)
• Be able to explain the structure of our budget model and how information flows
• Navigate client folders to access key files (monthly financials, interim reports, grant reporting, payroll data, invoices, deposit backup)

Within your first three months, you will :

• Support completion of the monthly close process
• Prepare monthly financial statements, including YTD income statements, cash flow statements, and variance analysis for clients
• Research discrepancies / variances, review restricted budgets and compliance reports, and make resource coding updates
• Respond to client requests via emails, phone, and video chat and coordinate client support

Within your first year, you will :

• Create and deliver monthly presentations to clients’ boards, analyzing the key issues in the financial statements and offering recommendations for changes in the school operations
• Complete grant reports, State interim reports, and other compliance-related reports, and other financial documentation (i.

e., loan applications) for school clients

• Manage the ongoing forecast for clients, and support the annual and multi-year budget development process
• Ensure that all school reports and disclosures comply with applicable governmental regulations, professional standards, and organizational policies

Please note that we are looking for a candidate that lives in the Las Vegas Nevada region.

All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.

Benefits

At EdTec Inc, we carefully consider a wide range of compensation factors, including your background and experience. These considerations can cause your compensation to vary.

The minimum salary for this position is $55,000. Ultimately, we determine compensation based on your experience and geographic location.

We offer excellent benefits (health, dental, vision, flexplan, 401k).

The Role

Defence Finance Group (DFG) is seeking experienced and enthusiastic finance professionals to join the Fleet & Maritime finance team for a current vacancy in Henderson, WA and possible future vacancies in Rockingham and Garden Island, WA.

In this role, you will work independently, undertaking a range of financial tasks and activities, including the provision of financial data analysis, identification of financial risks and opportunities, and developing a sound understanding of cost drivers and impacts on capability achievement.

Some of the key duties of this role are :

• Provide financial management support, assist with budget preparation and financial performance monitoring and reporting in accordance with Defence objectives.
• Understand and provide advice on Defence and government financial management matters.
• Apply financial management knowledge and undertake objective and systematic analysis to draw accurate conclusions based on evidence.
• Build and sustain effective relationships with team members and stakeholders, and actively participate in team work and group activities.

About our Team

We are a small and dynamic team working collaboratively with our clients within Navy, the Naval Shipbuilding and Sustainment Group (NSSG), and the Capability Acquisition and Sustainment Group (CASG).

The Navy Finance teams are geographically dispersed around Australia, supporting internal and external clients across the organisation, and dedicated to the provision of high quality financial services.

Our Ideal Candidate

Do you like the idea of a role that combines a passion for finance and numbers with people? Our ideal candidate will have commenced a career in accounting / finance related fields in the private or public sectors that will give you a range of transferable skills to Defence.

You have strong communication skills and client engagement capabilities, and you are naturally suited to explaining complex financial information to a broad range of clients.

You enjoy learning about the people and business areas you support, are committed to learning and enjoy using technology to enable smarter, more efficient ways of working.

Other competencies we are targeting include :

• Improvement focus, strong results orientation, and seeks to add value through improving processes and systems.
• Strong problem-solving skills, with an analytical and flexible approach.
• Ability to influence with strong written and verbal communication across a broad variety of clients / financial literacy levels.