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8262 Investment Analyst jobs in Apex,NC

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Financial Consultant - Durham, NC

Fidelity Investments

Durham, NC 27709

Hybrid~ 26 minEducation AssistanceRetirement Benefit

FINRA Series 7 & 63 licensed
Extensive knowledge of investment solutions
Series 66 - FINRA
Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Series 07 - FINRA

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Investment Analyst

Setpoint

Apex, NC

Health InsurancePaid Time OffRetirement Benefit

Associate Investment Analyst (Santa Clara, CA Hybrid)

Edelman Financial Engines

Apex, NC

Health InsuranceRetirement Benefit

PGIM Analyst, Investment Operations (Hybrid-Newark/NJ-Tampa/FL)

PGIM

Apex, NC

Health InsurancePaid Time OffRetirement Benefit

Senior Investment Analyst (Hybrid Work Schedule)

Virginia Department of Human Resource Management

Apex, NC

Alternative Investment Analyst

Massachusetts Mutual Life Insurance Company

Apex, NC

Sr. Investment Services Analyst - Retirement Plans

Ameritas

Apex, NC

Education AssistanceHealth InsurancePaid Time OffRetirement Benefit

Data Entry Assistant - Remote / Typing

Easy Recruiter

Apex, NC

Remote

New, Posted 1 day ago

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Senior Financial Analyst

Robert Half

Raleigh, NC 27601

New, Posted 8 hours ago

Accounting Manager (Investments)

April Housing

Apex, NC

$145,000-$160,000/yr

Health InsurancePaid Time OffRetirement Benefit

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Financial Analyst

Adecco

Raleigh, NC 27610

$40/hr

~ 21 min OnsiteHealth InsurancePaid Time OffRetirement Benefit

Automate and Optimize Processes: Lead full-cycle accounting and month-end close processes, utilizing automation tools to streamline complex cost reviews and strategic financial planning
Bachelor's degree in a finance related field: Finance, Economics, Business, or Accounting preferred; CPA, MBA, or MS is a plus
Experience requirements include 3+ years in financial roles and proficiency with Power BI/Tableau
Strategic Oversight: Oversee quarterly P&L; reviews, identifying key trends and areas for strategic improvement through data-driven insights
Proven experience in cost accounting, budgeting, strategic planning, and detailed knowledge of accounting principles and financial policies/procedures
Free Cash Flow Analysis: Conduct thorough free cash flow analyses to assess the company's financial health and liquidity. Identify trends and variances and provide actionable insights to improve cash flow management
Knowledge of Alterix and Snowflake is valuable
Ensure Compliance: Maintain accurate documentation and adherence to retention guidelines to facilitate audits and uphold Internal Control standards
3+ years of experience in financial roles such as financial analyst, CPM, or project finance
Proficiency in automation and reporting tools, particularly Power BI and Tableau
Balance Sheet Management: Analyze and interpret balance sheet statements to ensure accuracy and compliance with financial regulations, providing insights for optimizing asset and liability management
Strategic Partnership: Collaborate with project managers to influence project planning and execution, integrating automated reporting solutions
Strong understanding of financial processes, GAAP, IFRS, SAP, Microsoft Office, and analytical skills
Advanced Reporting: Drive financial accuracy and efficiency by conducting in-depth variance analysis and presenting strategic insights to senior management using advanced reporting tools like Power BI and Tableau

SmartExplore AI is experimental.