Financial Planning & Analysis Analyst 1 Job at MillenniumSoft Inc (San Antonio)

Financial Analyst

As a Financial Analyst you will be responsible for preparing detailed financial ...

Location

India , Hyderabad

Salary:

Not provided

Alien Technology Transfer

Expiration Date

Until further notice

Requirements

Previous work experience (minimum of 1 year) with startup financial models and investment plans
Bachelor’s or Master’s Degree in Economics, Finance, Business Administration
Excellent financial analysis skills, with a particular focus on assessing business profitability, calculating financing need, and return on investment
Fluent English comprehension, oral and written
Wide understanding and passion for new technologies and innovative solutions

Job Responsibility

Analyze a business model, commercialization strategy, and market traction
Prepare a 5-year financial plan for clients, including Income Statement, Cashflow, Balance Sheet and Financing Need
Prepare a project budget to demonstrate how raised funding will be spent
Consult the client regarding the financial plan
Manage and resolve any concerns or problems raised by the clients
Update and prepare new financial templates
Build trusting relationships, manage expectations
Ensure the accuracy and completeness of all required documents

Fulltime

Financial Analyst

As a Financial Analyst, you will be involved in a wide range of financial operat...

Location

United States , Lewisville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

minimum of 1 year experience as a Financial Analyst, preferably in the retail industry
Proficiency in Accounting Software Systems
Experience with ADP - Financial Services
Familiarity with Customer Relationship Management (CRM) systems
Ability to utilize Crystal Reports effectively
Knowledge of Data Mining Techniques
Adeptness in performing Accounting Functions
Understanding of Accrual Accounting
Experience with Auditing
Familiarity with Budget Processes

Job Responsibility

Accurately develop and maintain financial models using advanced Excel techniques and PowerBI to aid in budgeting and strategic planning
Construct and manage dynamic dashboards and visualizations in PowerBI to provide real-time financial insights
Work in collaboration with cross-functional teams such as supply chain and operations to align financial data and objectives
Conduct month-end activities including the preparation of financial reports, variance analysis, and communicating the results to shareholders and senior management
Use budgeting software to assist in the preparation and management of budgets and forecasts, ensuring their accuracy and alignment with the organization's goals
Carry out detailed financial analysis to identify trends, risks, and opportunities, and present these findings to leadership
Conduct comprehensive financial analysis including variance analysis and profitability analysis
Continuously identify and implement improvements to enhance efficiency and effectiveness in financial processes

What we offer

medical
vision
dental
life and disability insurance
eligibility to enroll in company 401(k) plan

Fulltime

Strategy and Planning Analyst

We are seeking a driven and detail-oriented Strategy and Planning Analyst to joi...

Location

United States , Nashville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

1–3 years of professional experience preferred, ideally in strategic planning, corporate affairs, data analysis, or a similar field
Bachelor's Degree in a relevant field required
Master’s Degree preferred
Strong verbal and written skills essential
capable of tailoring messages for various stakeholders
Ability to build consensus and inspire collaboration
Proven experience managing large datasets and presenting findings effectively
proficiency with Microsoft Office Suite, particularly Excel and PowerPoint
Skilled in proactive decision-making and overcoming challenges with creative solutions
Strong interpersonal skills for working with diverse teams and perspectives

Job Responsibility

Maintain and update hospital board and market advisory council membership databases across over 150 facilities
Collaborate with survey partners to organize, analyze, and present engagement survey results
Curate best practices from divisions related to board and council engagement activities
Provide actionable insights through trend analysis and executive-level presentations
Partner with leadership on the design and execution of strategic initiatives aligned with organizational goals
Build and nurture relationships with internal and external stakeholders
Collaborate across divisions to align business priorities with project goals
Prepare tailored deliverables for executives highlighting key data and results
Manage the business-as-usual functions of initiatives, including financial operations, toolkit updates, and vendor relationship management
Develop frameworks, tools, resources, and measurements to implement and track initiatives effectively

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Senior Manager, Financial Planning & Strategy - Sales & Pipeline

The Financial Planning & Strategy (FP&S) team at Checkr provides financial insig...

Location

United States , San Francisco

Salary:

192000.00 - 226000.00 USD / Year

Checkr

Expiration Date

Until further notice

Requirements

8+ years of progressive experience, including 4+ years covering sales and pipeline
foundational experience in investment banking, private equity, or management consulting preferred
experience with consumption-based business models
demonstrated success driving sales strategy, planning, and performance management
expert-level modeling ability, translating complex business drivers into clear frameworks
strong executive presence with proven ability to provide clarity and partner with stakeholders at all levels
experiences with Salesforce, BI tool (ie. Looker), and SQL
experience in identifying business insights through analysis
have a hustler mindset
thrive in an environment where you will be asked to own an ambiguous project that you have not done before

Job Responsibility

serve as the lead strategic finance partner to our VP of Sales and their leads
proactively create, drive, and partner on strategic initiatives that drive step-function growth of our business
drive a considerable portion of our long-range and annual planning processes, including driving the quota-setting process, AE capacity, and tops-down pipeline targets
build the strategic plan that positions us to accomplish our goals
own recurring reporting and forecasting that provide a fundamental understanding of our Sales & Pipeline drivers and actionable insight into opportunities to improve business performance
define and evolve KPIs that best measure our business performance
collaborate with our Data Analytics team to build predictive and automated analytics
develop investment frameworks and drive decisions to determine how we scale our Sales business
define how we measure ROI and sales productivity
team management with support of 1 dotted-line Sr. Analyst

What we offer

a fast-paced and collaborative environment
learning and development allowance
competitive cash and equity compensation and opportunity for advancement
100% medical, dental, and vision coverage
up to $25K reimbursement for fertility, adoption, and parental planning services
flexible PTO policy
monthly wellness stipend
home office stipend
in-office perks including lunch four times a week, a commuter stipend, and an abundance of snacks and beverages

Fulltime

Financial Analyst I - Cost/Schedule

Apply your cost and schedule management skills within our Professional Services ...

Location

United States , Redlands

Salary:

68640.00 - 85280.00 USD / Year

Esri

Expiration Date

Until further notice

Requirements

1+ years of professional experience in a similar position, supporting similar responsibilities
Excellent written and verbal communication, attention to detail, and organizational skills
Ability to collaborate in a cross-functional team environment and effectively interact with all departments and levels of staff
Ability to develop, implement, and maintain budgets for assigned programs
US citizenship and willingness and ability to maintain a US Security Clearance
Bachelor's in business administration, finance, accounting, or related field

Job Responsibility

Develop, implement, and maintain budgets for assigned programs
Establish work breakdown structure (WBS), coordinate required budgeting detail, establish and track management reserve, support monthly performance assessment, and perform variance analysis
Monitor all aspects of program cost and schedule control
Assist with the development of estimate at completion (EAC) exercises
Support schedule tracking functions including monitoring major milestone performance, updating scheduling tools, and analyzing variances
Maintain and implement existing processes to successfully manage subcontract activity
Participate with the project team as financial advisor to ensure early identification of problem areas on assigned programs
help identify corrective action plans
Participate in the monthly revenue recognition process

What we offer

medical, dental, vision, basic and supplemental life insurance for employees (and their families), 401(k) and profit-sharing programs, minimum accrual of 80 hours of vacation leave, twelve paid holidays throughout the calendar year, and opportunities for personal and professional growth

Fulltime

Investment Banking Analyst

The Investment Banking Analyst is responsible for providing strategic advisory s...

Location

Sweden , Stockholm

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

1-2 years of relevant experience
Consistently demonstrates clear and concise written and verbal communication skills
Ability to work under pressure in a rapidly changing environment to meet deadlines
Experience creating financial analysis
Fluent in at least one Nordic language and English
Bachelor's degree/University degree or equivalent experience preferred

Job Responsibility

Work with senior Banking officers and professionals and assist senior bankers in particular client transactions projects or assignments as part of the junior member of the Investment Banking team
Responsible for organizing and analysing sophisticated financial data used in client proposals and strategic plans
Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals
Conduct economic/financial research
Evaluate company's financial performance compared to overall industry and market trends
Build complex financial models for valuation purposes
Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets

Fulltime

Investment Banking Analyst

Full-time Analyst position in Investment Banking team providing advisory service...

Location

France , Paris

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Expected to achieve or have achieved an upper second-class honors degree (2:1) or equivalent at the undergraduate level in any discipline
For graduates from a French university, a grade of 13 or above is required
Interest in business and prior relevant work experience in investment banking
Strong commitment to personal growth and career development
Keen desire to learn
Demonstrated success in team environments
Intellectual curiosity and proactive approach to seeking out new and creative ideas
Excellent communication, planning, and organizational skills
Desire to develop a deep understanding of the financial industry
Unquestioning commitment to integrity and ethical decision-making

Job Responsibility

Collaborating with senior Corporate & Investment Bank officers and professionals
Participating in specific client transactions, projects, or assignments
Organizing and analysing sophisticated financial data used in client proposals
Preparing written recommendations, valuation materials, and statistical exhibits for pitches and live deals
Conducting economic and financial research
Evaluating company's financial performance relative to overall industry and market trends
Building complex financial models for valuation purposes
Assessing risk in business decision-making
Driving compliance with applicable laws, rules, and regulations

What we offer

Comprehensive training program
Intensive four-week training program
On-the-job experience
Internal mobility opportunities
Professional development

Fulltime

Non-Trading Market Risk Mgmt Sr. Analyst

The BSM NTMR Senior Analyst will support the production needs in various workstr...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5+ years experience in Financial Services, Treasury, and bank global liquidity investment portfolio
Strong Excel and PowerPoint skills for report building and presentations
Basic knowledge in debt investment securities and non-trading market risk such as FXRBB, commodity risk, private equity risk and CSRBB, QMMF and CCAR for Pensions, ATM/AFS portfolios, etc.
Fundamental understanding of regulatory, compliance, risk management and financial management, and data governance concerns
Intermediate understanding of Bank ALM, Capital, and Liquidity considerations
Basic experience in debt investment securities analytics, measurement, metrics and methodologies
Demonstrated ability to collaboratively solution complex and dynamic processes
Ability to work under pressure in ambiguous environments
Strong oral and written communications skills with ability to synthesize complex concepts
Strong technical problem-solving skills

Job Responsibility

Support analysis in the implementation of BSM’s process by providing key analytical insights across BSM functions with a primary focus on asset allocation, FXRBB, OCI stress testing analytics for (CCAR) and QMMF for pensions and AFS /HTM securities, Commodity/Equity/CSRBB risk
Provide accurate analysis to be used for enhancing BSM’s analytics and methodologies and establishing Citi's first-line NTMR management framework (Policy/Standard/Procedures, models, methodologies, reporting, controls, processes, analytics, data and documentation)
Develop key management review presentations
Oversee the data results and management report metrics for decision processes
Support subject matter experts on the team to aid senior leaders in aligning governance and management framework, procedures and controls for all legal entities that have OCI Risk, FX risk, commodity risk, credit spread risk in the Banking Book
Liaise with businesses, legal entity treasury, CTI and Markets Treasury, and Controllers teams to ensure both an understanding and the ability to manage other non-trading market risks
Support the team and assist Manager with remediation gap efforts in other non-trading market risk (excl IRRBB) as required by Tier 1 regulations and help to remediate regulatory/audit self-identified issues concerning other non-trading market risks in the banking book and achieve target state framework
Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function
Integrates subject matter and industry expertise within a defined area
Contributes to enhancing processes to manage these exposures in a well governed environment

Fulltime

Financial Planning & Analysis Analyst 1

MillenniumSoft Inc

Location:
United States , San Antonio

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 12, 2026

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