Financial analyst jobs in Hempstead, New YorkCrear alertas

The CDM Analyst I analyzes and conducts financial reviews to determine charge capture accuracy and comprehensiveness.

Job Description Sales and Inventory Analyst This is an in-office position - Uniondale, NY Position Summary: The Sales and Inventory Analyst will play a key role in supporting sales operations through accurate forecasting, customer portal setup, sales and product analytics, and administrative support for the sales team. This individual will bring a strong understanding of the CPG retail landscape and contribute to improving operational efficiency, financial accuracy, and overall business performance. Key Responsibilities: Sales & Forecasting Support: • Collaborate with sales staff to gather, validate, and consolidate product forecasts., • Analyze sales trends and inventory levels to support demand planning and replenishment., • Monitor customer chargebacks and deductions; forecast and report on trends to help minimize impact., • Set up and maintain customer portals, ensuring smooth access and integration for sales activities., • Provide insights that drive profitability and cost efficiencies across sales channels., • Work closely with operations and finance teams to reconcile forecasts with inventory and financial goals., • Develop and distribute regular reporting on KPIs, sales performance, and product trends., • Assist sales staff with administrative tasks, including order tracking, documentation, meeting prep, and follow-ups., • Serve as a liaison between sales, operations, finance, and logistics teams to ensure alignment and efficiency. Qualifications: • Bachelor's degree in Business, Finance, Supply Chain, or related field preferred., • 3–5 years of experience in sales operations, forecasting, or analytics in a CPG or retail environment., • Strong analytical and financial skills with a deep understanding of inventory dynamics., • Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUPs, data modeling); experience with ERP systems and BI tools a plus., • Familiarity with customer portals and retail compliance systems., • Nielsen / IRI / Scintilla / Stackline or similar, • Excellent communication and organizational skills with a detail-oriented mindset., • Ability to manage multiple tasks in a fast-paced, collaborative environment., • Self-motivated with a strong sense of accountability and a focus on contributing to the bottom line. Equal Employment Opportunity Statement We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic under applicable law.

Job DescriptionOur firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!Compensation: $150,000 at plan earnings Responsibilities: • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations, • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor, • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products, • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectivesQualifications:, • Exemplary communication skills, math skills, relationship skills, and customer service skills are vital, • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential, • Bachelor’s degree in business administration, finance, or related field is required, • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required, • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desiredAbout Company About New York Life New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Awards & Accolades We’re proud of our financial strength: • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s)

The Pricing Financial Analyst is responsible for independently managing the full lifecycle of pricing and cost analysis activities from pre-award proposal development through post-award contract execution and reporting. The ideal candidate will thrive in a fast-paced environment, capable of supporti

Energy Storage Project Finance Analyst / Associate - Takes full ownership of the financial models associated with renewable project off-take, bidding, debt/equity structuring, project sales, and tax incentive strategies. Energy Storage Project Finance Analyst / Associate - Works with the SMEs across

The Supervising Financial Analyst will primarily perform financial analysis and regulatory consulting services on behalf of Risk & Regulatory Consulting LLC (RRC) clients, mainly state insurance departments. Professional designation (Accredited Financial Examiner (AFE), Certified Financial Examiner

Providing financial support to HTIC's technical community throughout the project lifecycle using financial cost modeling techniques. This role leads the development of accurate, timely financial reporting and ensures compliance with government funding requirements and organizational standards, drive

Analyzes, verifies, tracks, reconciles, and reports on department related databases and software.Serves as a liaison between department's analytical needs and technical data storage systems and files; collaborates with stakeholders to document requirements for reporting.Develop analytic reports for

Preparation of monthly financial statements with variance analysis and supporting schedules.

Proactive financial monitoring and review for assigned cases. Create monthly financial reporting packages including detailed premium, claims, membership, commission, and cash reconciliation information. Create weekly, monthly and quarterly financial statements and/or projections.

As a Senior Financial Planning Analyst, you will play a critical role in helping the company achieve its financial objectives by developing and analyzing financial models and budgets. Senior Financial Planning Analyst. Clearly communicate complex financial information and present findings to non-fin

Act as a super-user and on-site resource for the Strata Performance Management system, providin Financial Analyst, Financial, Department Manager, Analyst, Operations, Senior, Technology. Serve as the primary point of contact for department managers, assisting with interpretation of bi-weekly labor a

Analyzes, verifies, authorizes, processes and reports related financial information in support of a specific field or a business unit operation. Designs, develops and implements systems or procedures resulting in the accurate reporting financial or system data. Analyzes, verifies, tracks and reports

This role will partner closely with leadership and cross-functional teams to deliver accurate financial insights, support decision-making, and clearly communicate complex financial concepts. Analyze financial performance and trends to support budgeting, forecasting, and business planning. Build and

Employee Benefits Underwriter / Financial Analyst. Build and evaluate financial exhibits and benchmark reports for employer groups.

Analyzes, verifies, tracks, reconciles, and reports on department related databases and software.Serves as a liaison between department's analytical needs and technical data storage systems and files; collaborates with stakeholders to document requirements for reporting.Develop analytic reports for

A successful Senior Financial Analyst should have: a strong background in accounting, finance, or a related field. Proficiency in financial modeling and reporting tools. Knowledge of the healthcare industry and its financial processes.

Group's internal and external financial analyses, including elimination and consolidation of financial statements, preparation of monthly and quarterly management reporting, preparation of external compliance statements (bank), regulatory and compliance reports (US census, tax planning, etc. Financi

Contract Accountant / Fpa Specialist Manufacturing Industry/h2pWe are currently recruiting for a contract financial analyst / fpa specialist to support a well-established manufacturer during a pivotal transition period.

Work with the Technical Analyst and development team to ensure that they understand the specifications. Business Analyst/Project Manager. Looking for an experienced Business Analyst/Project Manager who will be responsible for understanding and assessing the changing needs of the business.

Proactive financial monitoring and review for assigned cases. Create monthly financial reporting packages including detailed premium, claims, membership, commission, and cash reconciliation information. Create weekly, monthly and quarterly financial statements and/or projections.