Financial Analyst - Jericho, United States - PEAR Core Solutions

PEAR Core Solutions Jericho, United States

1 week ago

Description

Opal Wealth Advisors, located in Jericho Long Island (NY) is a registered investment advisor (RIA) dedicated to helping their clients create and use wealth to accomplish their financial goals.

Opal Wealth is currently looking to add a Financial Analyst to their team of wealth management professionals.

The key aspects of the Financial Analyst Role include;

Serving as the primary administrator of all Opal Investment Models, including oversight, execution and tax loss harvesting.

Serving as the primary resource for alternatives investments, including subscriptions, capital calls, transfers and on-request document gathering.

Assisting in the Investment Process, providing support to the investment committee.

Assist in Investment Compliance, monitoring/maintain an approved list and auditing adherence to investment compliance.

Support the firm in the structuring and rollout of its procedures and to identify areas of improved process, efficiency and checks/balances.

Support the financial planning efforts at Opal Wealth Management.

Financial Analyst

1 week ago

Paramount New York, United States

**Overview and Responsibilities** · Paramount Streaming is looking for a Financial Analyst to join their Financial Planning & Analysis team in New York, NY We are an enthusiastic group helping to lead the future of media and technology by providing Financial Planning support to a ...
Financial Analyst

3 days ago

Columbia University New York, United States

Job Type: Officer of Administration · - Regular/Temporary: Regular · - Hours Per Week: 35 · - Salary Range: $65,000 - $70,000 · - The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualif ...
Financial Analyst

6 days ago

NYC Careers Queens, United States

**Financial Analyst**: · - Apply**Financial Analyst**: · - Agency: NYC HOUSING AUTHORITY · - Posted on: 05/11/2024- Job type: Full-time · Location · QUEENS · - Title Classification: Exam may be required · Department · Capital Planning & Administrat · - Salary range: $61, $90,000. ...
Financial Analyst

1 day ago

Ingredion Incorporated Westchester, United States

**TITLE: Financial Analyst** · **LOCATION: Westchester, IL** · **REPORTS TO: Sr Manager - FP&A T&HS US/Can** · **Primary Function**: · Responsible for Texture and Healthful Solutions financial forecasting and reporting; Provide insightful financial analysis to support business de ...
Financial Analyst

4 days ago

Software People Long Island, United States

**Direct Client** · **Phone/Skype Hire. Onsite from day 1** · **Location: Long Island City, NY** · **Duration: 6+ months** · Financial Analyst will develop financial and quantitative analysis reports, perform quality assurance check of financial transaction packages, assist in th ...
Financial Analyst

3 days ago

New York University New York, United States

Position Summary: The NYU College of Nursing is a nationally recognized leader in nurse education and innovative research in the field of nursing science. Reporting to the Assistant Director of Finance, the Financial Analyst will provide day to day financial administration and ma ...
Financial Analyst

2 days ago

Manhattan Beer Distributors Bronx, United States

**What's Our Vision and Purpose?** · At **Manhattan Beer Distributors**, our vision is to be the leading beer distributor in the market. · Imagine building a business from the ground up, with nothing more than 1 truck, 4000 feet of warehouse space, 2 Beer Brands and a lot of dete ...
Financial Analyst

1 week ago

virtusa New York, United States

**Title : Financial Analyst** · **Location: New York NY 10036** · **Duration : 6 Months Contract** · **Work Schedule : On-site role the team is currently in 3 days-a-week.** · **Must have**: · - Must have Excel skills and will be analyzing large data sets. Will be performing entr ...
Financial Analyst

17 hours ago

American Golf New York, United States

Overview: · **ABOUT DRIVE SHACK INC** · Drive Shack Inc. serves as the parent company overseeing a range of golf-centric leisure and entertainment ventures aimed at fostering social connections through competitive enjoyment. At present, our portfolio includes American Golf, Drive ...
Financial Analyst

1 week ago

Columbia University New York, United States

Job Type: Officer of Administration · - Bargaining Unit: · - Regular/Temporary: Regular · - End Date if Temporary: · - Hours Per Week: 35 · - Standard Work Schedule: M-F 9am-5pm · - Building: · - Salary Range: $62,400 - $70,000 · - The salary of the finalist selected for this rol ...
Financial Analyst

1 week ago

NYU Langone Health New York, United States

**NYU Grossman School of Medicine** is one of the nation's top-ranked medical schools. For 175 years, NYU Grossman School of Medicine has trained thousands of physicians and scientists who have helped to shape the course of medical history and enrich the lives of countless people ...
Financial Analyst

1 week ago

NYU Langone Health New York, United States

**NYU Grossman School of Medicine** is one of the nation's top-ranked medical schools. For 175 years, NYU Grossman School of Medicine has trained thousands of physicians and scientists who have helped to shape the course of medical history and enrich the lives of countless people ...
Financial Analyst

4 days ago

Stamford Health Stamford, United States

Stamford Health is looking for a fulltime Financial Analyst to join the team. This is a Monday-Friday position. · This position is responsible for contract modeling as it pertains to the Health Systems managed care contracts along with maintaining databases and the requisite cont ...
Financial Analyst

1 week ago

Kimco Realty Jericho, United States

*****Unless specifically contracted, resumes from recruiting agencies are not being accepted for this position.****** The Financial Analyst will coordinate with the regional finance, leasing and property management teams for validation and assessment of certain business and finan ...
Us Financial Analyst I

3 days ago

Henry Schein Melville, United States

This position will be responsible for assisting in the coordination and review of the quarterly earnings conference call book and related earnings materials, as well as preparing several key analyses used in the quarterly earnings process, financial presentations, competitor anal ...
Financial Analyst

17 hours ago

WellSpan Health Services York, United States

**General Summary** · Processes a variety of financial and accounting transactions. Maintains accurate bookkeeping records and reporting statistics. Provides financial support and works collaboratively with financial & operational management in financial oversight which include, ...
Financial Analyst

1 week ago

Flagstar Bank Hicksville, United States

Position Title · Financial Analyst - Financial Planning & Analysis (Hicksville,NY/Troy,MI) · Location · NYCB Plaza -102 (Hicksville, NY) · Job Summary · The Financial Analyst is responsible for financial reporting and analysis, report development, and communicating with busi ...
Financial Analyst

2 days ago

Select Healthcare New York, United States

**Position requires a bachelor's degree, advanced user of MS Office Suite, specifically Excel, and strong working knowledge of Power BI and SAP.**: · - **Responsible for Purchase Order Management, including reconciliation of Goods Receipts to Invoices, ensuring consistent financi ...
Financial Analyst

4 days ago

Fidelity Investments Jersey City, United States

**The Role**: · **The Expertise and Skills You Bring**: · - Bachelor's degree in finance, Accounting, Economics, or equivalent training · - 2 years of FP&A or finance systems, data & reporting experience. Experience in activity-based costing methodologies a plus. · - Strong commu ...
Financial Analyst

3 days ago

Nationwide Technical Resources Corp. Syosset, United States

Job Description · Seeking a Financial Analyst for a multi-state food production manufacturing company. · The ideal candidate has 5+ years strong financial analysis, cost accounting, and general accounting in a manufacturing environment. As this role is a critical customer-facing ...