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You Lead the Way. We’ve Got Your Back.With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold our company values and powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.Join Team Amex and let's lead the way together.Our industry is rapidly evolving, and we need courageous, quick thinkers who can shape the strategic decisions that lead our business forward. Whether it’s negotiating with some of our largest global partners or creating next year’s financial plan, you can influence both our day-to-day P&amp;L and the future direction of the company. As part of the team, you can have the opportunity to learn and use the latest data tools and technologies and explore a range of roles to grow your career. Find your place in finance on #TeamAmex.Job DescriptionThe successful candidate will be well-versed in existing global regulatory ESG reporting requirements, with the ability to provide thought leadership to help American Express strategically navigate the evolving ESG landscape. You’ll be hands-on as well as strategic, with deep expertise in regulatory reporting and internal controls and in building and improving robust processes that can scale to meet both our current and future challenges. This role will partner closely with our Enterprise ESG, Legal, Real Estate, Climate Risk, HR, SOX, Internal Audit and subject matter teams owning E, S and G data across the organization, to ensure that we remain well coordinated and ready to meet our ESG regulatory reporting requirements. This is a Director level position based in New York reporting to the VP, Statutory and ESG Reporting based in India, within the wider Corporate Controllership organization. The role will have 4 direct reports split between US and India.Key Responsibilities:<ul><li>Monitor the evolving global regulatory ESG reporting landscape and provide thought leadership on how to evolve our ESG reporting framework to meet existing and future requirements. Stay apprised of voluntary ESG reporting developments to ensure consistency. </li><li>Evaluate the applicability of new mandatory ESG reporting regulations globally (and at the legal entity level) based on deterministic thresholds, in partnership with the Legal team, to identify AXP relevant disclosures.</li><li>Build capabilities in terms of people, processes, internal controls and systems (including the evaluation of reporting software workflows) to meet all mandatory ESG reporting requirements globally.</li><li>Build a reporting process to construct mandatory enterprise level ESG reports (e.g. for CSRD and California)</li><li>Develop and operationalize standardized policies and processes regarding sustainability reporting (e.g., materiality assessments, disclosure controls and procedures, estimation approaches)</li><li>Collaborate with key internal control and compliance teams (SOX, Operational Excellence and Internal Audit) to ensure that ESG data processes include the right level of controls and governance to be ‘assurance ready’.</li><li>Coordinates readiness assessments and assurance activities over ESG disclosures, where required.</li><li>Work with data provider teams around the organization to collect the data required to support mandatory ESG disclosures.</li><li>Support the production of the Greenhouse Gas Inventory.</li><li>Build cross-functional partnerships within American Express, particularly with Enterprise ESG, Legal, HR, Climate Risk, Real Estate, Treasury and Controllership stakeholders. </li><li>Participate in external ESG forums and engage with other public registrants on ESG disclosure and reporting matters. Conduct ESG benchmarking and develop recommendations to enhance ESG reporting </li><li>Lead a global team of colleagues and contractors based in India and US </li></ul>Minimum Qualifications:<ul><li>8+ years of relevant ESG work experience e.g. ESG reporting, Carbon accounting, ESG risk assessment, ESG assurance.</li><li>Experience in working with ESG reporting standards and frameworks such as GRI, SASB, TCFD, etc.</li><li>Strong executive presence and proficiency in written and verbal communications </li><li>People leadership experience and ability to work collaboratively across teams and geographies</li><li>Strong understanding of ESG issues and willingness to keep up to date with the latest ESG guidelines and developments</li><li>Experience in working with ESG reporting standards and frameworks such as GRI, SASB, TCFD, CSRD, etc;</li><li>Ability to navigate ambiguity and change, while remaining focused on end goals. </li><li>Ability to multi-task and prioritize effectively while maintaining accuracy and adhering to deadlines</li><li>Advanced PowerPoint and Excel proficiency</li></ul>Preferred Qualifications:<ul><li>Bachelor’s degree required and Masters/MBA preferred</li><li>Big 4 experience and/or financial services exposure are pluses;</li><li>Relevant professional certifications such as CPA, CFA, Certified Sustainability Practitioner (CSP), Greenhouse Gas Management Institute diploma, or equivalent are a plus</li></ul>Salary Range: $130,000.00 to $205,000.00 annually + bonus + equity (if applicable) + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers/Employees - Click here to view the “Know Your Rights” poster and the&nbsp;Pay Transparency Policy Statement.If the links do not work, please copy and paste the following URLs in a new browser window:&nbsp;<a href="https://www.dol.gov/agencies/ofccp/posters&nbsp;to" target="_blank">https://www.dol.gov/agencies/ofccp/posters&nbsp;to</a> access the three posters.Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

American Express

Director - Controller

You Lead the Way. We’ve Got Your Back.With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold our company values and powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.Join Team Amex and let's lead the way together.Our industry is rapidly evolving, and we need courageous, quick thinkers who can shape the strategic decisions that lead our business forward. Whether it’s negotiating with some of our largest global partners or creating next year’s financial plan, you can influence both our day-to-day P&amp;L and the future direction of the company. As part of the team, you can have the opportunity to learn and use the latest data tools and technologies and explore a range of roles to grow your career. Find your place in finance on #TeamAmex.How will you make an impact in this role?The US Regulatory Reporting organization is part of the Global Controllership organization and is responsible for end-to-end reporting to the various US Regulators, including the FRB, FDIC, OCC and CFPB. The AENB Regulatory reporting team and is responsible for managing and delivering several regulatory reporting filings for American Express National Bank (AENB). The Manager of AENB Regulatory Reporting will lead a team that works with several groups within American Express during the comprehensive review and production of several regulatory filings for AENB. The position will involve close interactions with the regulators and senior management to comply with any new regulations and changes to regulatory reporting requirements. Responsibilities include, but are not limited to:&nbsp;<ul><li>Ensure compliance with regulatory reporting requirements for various filings to the regulators, including with Office of Comptroller and Currency (OCC), Federal Financial Institutions Examination Council (FFEIC), Federal Reserve Bank (FRB) and Federal Deposit Insurance Corporations (FDIC). </li><li>Support the Company’s internal review procedures and all other applicable policies and procedures, including data governance.&nbsp;</li><li>Lead production of regulatory filings including the AENB Call Report and various FRB filings.&nbsp;</li><li>Accurate interpretation and documentation of reporting instructions to ensure reporting requirements and appropriate data elements are captured are adhered to.&nbsp;</li><li>Drive implementation of analytical and reporting processes, procedures and systems using the Company’s control framework.&nbsp; &nbsp;</li><li>Work closely, coordinate, and collaborate with various Subject Matter Experts in the review and production of regulatory reports.&nbsp;</li><li>Work closely with Financial Reporting Quality and Assurance organization (FRQA) to support Quality Assurance reviews of regulatory reports.&nbsp; </li><li>Support our strong working relationships and communication with external and internal stakeholders, by responding to inquiries from the regulators and key internal stakeholders on a timely basis.&nbsp; </li><li>Support/lead special projects including partnering with American Express Technologies on key automation initiatives and enhancing policies and procedures around the regulatory reporting process.&nbsp;</li><li>Provide leadership to Financial Analysts in the AENB Regulatory Reporting team.&nbsp; </li><li>Drive employee engagement, provide career development opportunities for Regulatory Reporting team members, support Amex Flex and work/life balance initiatives.</li></ul>Minimum Qualifications<ul><li>5+ years of experience in Accounting / Reporting / Auditing.&nbsp; </li><li>Experience working in financial services or other highly regulated environment.&nbsp; </li><li>Strong understanding of U.S. Regulatory and U.S. GAAP requirements. </li><li>A self-starter, proactive team player with a passion to consistently deliver high quality service and exceed customers’ expectations.&nbsp; </li><li>Ability to lead, coach, develop and promote talent.&nbsp; </li><li>A quick learner with superior problem-solving skills, who is focused on generating efficiencies and continuous process improvements.</li><li>Ability to manage multiple priorities, drive projects, and work well under tight deadlines.</li><li>Strong written/oral communication, relationship building, presentation and collaboration skills.</li></ul>Preferred Qualifications<ul><li>Graduate degree, CPA/Chartered Accountant or similar qualification, preferred.&nbsp;</li><li>Prior Regulatory/Federal Reserve/SEC/External Reporting and banking/financial services experience preferred.&nbsp;</li></ul>Non-considerations for sponsorship:Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.Salary Range: $80,000.00 to $155,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers/Employees - Click here to view the “Know Your Rights” poster and the&nbsp;Pay Transparency Policy Statement.If the links do not work, please copy and paste the following URLs in a new browser window:&nbsp;<a href="https://www.dol.gov/agencies/ofccp/posters&nbsp;to" target="_blank">https://www.dol.gov/agencies/ofccp/posters&nbsp;to</a> access the three posters.

Manager - Controller

You Lead the Way. We’ve Got Your Back.With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold our company values and powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.Join Team Amex and let's lead the way together.Our industry is rapidly evolving, and we need courageous, quick thinkers who can shape the strategic decisions that lead our business forward. Whether it’s negotiating with some of our largest global partners or creating next year’s financial plan, you can influence both our day-to-day P&amp;L and the future direction of the company. As part of the team, you can have the opportunity to learn and use the latest data tools and technologies and explore a range of roles to grow your career. Find your place in finance on #TeamAmex.Through Global Network Services, American Express operates a payments network through which we establish and maintain relationships with third-party banks and other institutions in approximately 110 countries and territories, licensing the American Express brand and extending the reach of our global network. These network partners are licensed to issue local currency American Express-branded cards in their countries and/or serve as the merchant acquirer for local merchants on our network. This Manager Controller role supports the GNS business for the LAC region and is a key Finance partner as the business seeks to continue its historically strong growth trajectory and critical role in the Company’s framework for winning.&nbsp; The main components of this role will include accounting advisory support for the business colleagues along with ensuring the financial integrity of the GNS business results through the application of US GAAP principles and American Express accounting policies.Primary responsibilities will include, but are not limited to:<ul><li>Providing technical accounting research and guidance in accordance with Generally Accepted Accounting Principles.</li><li>Supporting business growth activities such as new partner deals, pricing, and system enhancements through reviewing business contracts and advising Business and Finance partners on accounting and financial impacts.</li><li>Establishing accounting and reporting requirements with continuous process improvements.</li><li>Work closely with the technical accounting team to advise on accounting issues and ensure that accounting conclusions are properly analyzed and discussed, applied consistently, and documented properly through the preparation of well written and technically accurate memorandums.</li><li>Support global GNS Controllership and business driven initiatives, business partner onboarding and training, implementing new policies and supporting other transformational projects.</li><li>Oversight of GNS Americas financials ensuring accurate internal and external reporting and other balance sheet governance projects.</li><li>Support all regulatory reporting requirements and audit related work.</li><li>Collaborate cross functionally with different stakeholders across the organization on new partner deals.&nbsp;</li></ul>The candidate will actively collaborate with Controllership and other Finance teams across various lines of business and ensure that all new product and deal activities have reliable financial controls and are consistent with best practices.Minimum Qualifications:<ul><li>Strong knowledge of US GAAP, specifically in the domain of Revenue Recognition and experience in accounting and reporting</li><li>Strong relationship building skills and ability to influence without direct control.</li><li>Ability to provide strategic thought leadership in complex scenarios, determine an appropriate solution and drive it through to implementation</li><li>Demonstrated commitment to quality and accuracy</li><li>Strong analytical and problem-solving skills</li><li>Excellent verbal and written communication skills</li><li>Proven demonstration of personal excellence</li><li>Ability to process information and apply concepts to similar scenarios</li><li>Works well in a changing environment with tight deadlines</li><li>Proven ability to collaborate across multiple functional teams and providing solutions to business/accounting challenges</li></ul>Preferred Qualifications:<ul><li>5+ years experience in Accounting or Finance, CPA Preferred</li><li>Bachelors degree required, Accounting or Finance preferred</li><li>Knowledge of Financial Services industry preferred</li><li>SOX, Operational Risk and/or Audit experience preferred</li></ul>Employment eligibility to work with American Express in the U.S. is required as the company will not pursue&nbsp;visa sponsorship for this position.Salary Range: $80,000.00 to $155,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers/Employees - Click here to view the “Know Your Rights” poster and the&nbsp;Pay Transparency Policy Statement.If the links do not work, please copy and paste the following URLs in a new browser window:&nbsp;<a href="https://www.dol.gov/agencies/ofccp/posters&nbsp;to" target="_blank">https://www.dol.gov/agencies/ofccp/posters&nbsp;to</a> access the three posters.

Lead Document Controller&nbsp; &nbsp;OTTO – designed, manufactured and precision tested, right here in the USA.OTTO’s opportunity:Our Lead Document Controller isresponsible for the administration of OTTO’s Document Control system, including managing company technical documentation, procedures and instructions. Assists in directing Document Control Clerks to assure proper operation of OTTO’s Document Management system. Will work with the Quality Systems Manager to improve the Document Control system and develop, implement, and maintain a Supplier Management Program.Specifically, the Lead Document Controller will:<ul><li>Responsible for the maintenance and control of all OTTO drawings, ISO documentation, records and externally generated documentation.</li><li>Provides support and backup to Document Control Clerks.</li><li>Provides training and cross-training for Document Control personnel, as well as Farm Team members.</li><li>Develops policies &amp; procedures to improve OTTO’s Document Control system.</li><li>Monitors and maintains various metrics to identify actual or potential data or system gaps/deficiencies and provides solutions to eliminate or minimize the overall impact.</li><li>Ad-Hoc member of the Material Review Board (MRB) with objective to gain insight for supplier improvement/development opportunities.</li><li>Provides support to Inspection to assure timely disposition and closure of MRRs (Material Review Reports).</li><li>Works with suppliers to assure timely and effective corrective action.</li><li>Participates in the maintenance of OTTO’s ISO 9001, AS9100 and ISO 14001 registrations.</li><li>Provides support and advises staff.</li><li>May lead and direct the work of others.</li><li>Assists with other related duties as required or assigned.</li></ul>What you’ll need to bring to the table:<ul><li>Associated degree in Business, Management or a technical field, or equivalent.</li><li>Minimum 5 years Engineering/Document Control experience in a manufacturing environment.</li><li>Computer literate in MS Outlook, Word, Excel and Access at an intermediate to advanced level.</li><li>Requires self-motivation and ability to complete projects with strict guidelines.</li><li>Strong oral and written communication skills.</li><li>Must be detail oriented.</li><li>Requires the ability to coordinate multiple projects simultaneously.</li><li>Working knowledge of ISO 9001, ISO 14001 and AS9100.</li><li>Working knowledge of Windows based ERP systems, Syteline preferred.</li></ul>OTTO’s Benefits:<ul><li>Medical Insurance</li><li>Dental Insurance</li><li>Vision Insurance</li><li>401(k) with a company match</li><li>Life Insurance Benefits</li><li>Competitive Pay</li><li>Profit Sharing Bonus</li><li>Paid Vacation and Holidays</li><li>Company Picnic</li><li>Holiday Party</li><li>AND numerous OTTO celebrations throughout the year!</li></ul>To review all of OTTO’s available opportunities,please visit our career page by clicking on the link below:<a href="https://otto-engineering-inc.breezy.hr/" target="_blank">https://otto-engineering-inc.breezy.hr/</a>OTTO Engineering is an Equal Opportunity Employer: Disability/VeteranFederal Notices<a href="https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12ScreenRdr.pdf" target="_blank">Federal EEOC - Know Your Rights</a><a href="https://www.nlrb.gov/sites/default/files/attachments/pages/node-251/employee-rights-under-the-nlra-poster-two-page-85-x-11-version-pdf-2022.pdf" target="_blank">NLRB Notice</a><a href="https://8765373.fs1.hubspotusercontent-na1.net/hubfs/8765373/HR/E-Verify_Participation_Poster%20(002).pdf" target="_blank">E-Verify</a>Request for Assistance / Reasonable Accommodation:If you are a qualified individual with a disability or a disabled veteran, please let us know if you require a reasonable accommodation to complete any part of the online application process. You may request a reasonable accommodation if you are unable or limited in your ability to access job openings or apply for a job on this site as a result of your disability.If you need an alternative method for applying, please contact OTTO Engineering via telephone at 847-428-7171 or email at HRDepartment @ ottoexcellence.comThese contact tools may be used only by individuals with a disability for accommodation requests; please do not inquire as to the status of an application.OTTO Engineering does not accept unsolicited resumes from third party recruiters, agencies, or similar organizations; any submissions will not be honored.

Lead Document Controller

Senior AnalystRequired Qualifications (as evidenced by an attached resume):Bachelor's degree (foreign equivalent or higher) in Accounting, Financial Analysis, Finance, or a related financial/analytical discipline. Three (3) years of full-time, professional experience in financial analysis, budgeting, or related roles. Functional knowledge of and related work experience with databases. Experience with Microsoft Office Suite, particularly Microsoft Excel.Preferred Qualifications:Advanced degree (foreign equivalent or higher) in Accounting, Financial Analysis, Finance, or a related financial/analytical discipline. Experience with Oracle. Experience using macros and other automation tools. Experience with data mining (querying, reporting, etc.) in or comparable business intelligence software.Brief Description of Duties:The Analyst is responsible for performing specialized analytical duties in the Budget, Financial Planning &amp; Analysis Office using multiple reporting tools including SUNY BI, Tableau, OBIEE, and Microsoft Excel and Access. This is a dynamic role that will provide the candidate the opportunity to gain an understanding of all facets of higher education and state university finances and budgeting. It is a critical role supporting the reporting and strategic planning efforts at Stony Brook and provides university leadership with crucial decision support. The successful candidate must be a highly motivated, detail-oriented, investigative thinker with a strong commitment to customer service. The incumbent will possess superior communication skills, work well in a team environment, and have the ability to quickly adapt to changing priorities all while maintaining confidentiality and discretion. The Analyst will provide financial insights, reporting, and analysis of financial data and performance measures, monitor key financial and operating metrics, and assist in long-range strategic planning. The incumbent will be responsible for performing specialized analytical duties in the Budget, Financial Planning, &amp; Analysis Office and will include generating and executing reports as well as partnering with programmers to create canned reports and dashboards for the campus' financial leaders. The incumbent will be expected to collect, analyze, and develop data relative to the BFP&amp;A Office and the University, make informed recommendations, and assist in the implementation of financial projects and systems. For success, the Analyst must have excellent analytical skills that will assist in the identification of key issues and use of inductive reasoning in complex situations. The selected candidate should possess excellent communication skills with the ability to present financial information clearly to diverse audiences. They should also have strong attention to detail and accuracy in data analysis and reporting as well as the ability to work independently and collaboratively in a fast-paced environment.Duties For All Positions:• Financial Reporting &amp; Analysis• Back up for Central Funds Campus Financials• Budget Office Systems Support• Ad-Hoc Modeling &amp; Reporting• Other duties or projects as assigned as appropriate to rank and departmental mission.In addition to the Above Duties:Senior Business Systems Analyst Duties:This position is multi-faceted and responsible for validating quarterly forecasts, consolidating capital financial reporting and updating existing business processes/rules to align to the campus' financial strategy. The position will also support the EDM (Enterprise Data Management) application, driving the alignment of COA (Chart of Accounts) and reporting across the various functional platforms as it relates to budgeting &amp; multi-year financial planning. Support data governance applicable to EDM for financial planning. This position will support the university in its goal to have its own standardized financial reporting (including cash basis operating reporting) and still be able to communicate financial information to and from other business units in various systems.Senior Resource Planning Analyst Duties:This analyst is needed to financially calibrate the economic model, overhead and strategic initiatives pool. They will manage the cash flow discrepancies resulting from the campus economic model and the model used by our partnering entities. They will also assist in the yearly evaluation of the economic model to assess its efficacy.Senior Resource Systems Analyst Duties:Once the new economic model is systematized this position is responsible for maintaining that system infrastructure. They are also responsible for partnering with IT, IRPE &amp; Finance to maintain the data aggregation models in the source systems and all data validation. Contribute to the reconciliation of the university area's budget submission to the internal budget planning model and its strategic goals Assist and support the financial administration for specific units and create reports within Oracle to support university resource planning Assist and provide training for economic framework budget model managers across campus.Special Notes:This is a full-time appointment. FLSA Exempt position, not eligible for the overtime provisions of the FLSA. Minimum salary threshold must be met to maintain FLSA exemption.In addition to the employee's base salary, this position is eligible for $3,400 UUP annual location pay, paid biweekly.For this position, we are unable to sponsor candidates for work visas.Resume/CV and cover letter should be included with the online application.Stony Brook University is committed to excellence in diversity and the creation of an inclusive learning and working environment. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, pregnancy, familial status, sexual orientation, gender identity or expression, age, disability, genetic information, veteran status and all other protected classes under federal or state laws.If you need a disability-related accommodation, please call the university Office of Equity and Access (OEA) at (631) 632-6280 or visit OEA.In accordance with the Title II Crime Awareness and Security Act a copy of our crime statistics can be viewed here.Visit our WHY WORK HERE page to learn about the total rewards we offer.Salary: Commensurate with experience.To apply, visit <a href="https://apptrkr.com/5731416" target="_blank">https://apptrkr.com/5731416</a>

Senior Analyst

Siebert Williams Shank &amp; Co., LLC (“SWS” or the “Firm”) is conducting a search for an experienced Investment Banking Analyst and Associate to join its Infrastructure and Public team and work from its Chicago, IL, New York, NY or Washington, DC office. Investment Banking Analysts and Associates provide analytical and quantitative support and generally assist more experienced junior bankers, as well as senior bankers, to provide investment banking services to clients in the public sector. At SWS, all bankers are an integral part of the financing team, assume a high level of responsibility, and actively participate in all aspects of transactions.SWS is a full-service investment banking and financial services company dual-headquartered in New York and Oakland. SWS is a perennial leader as a co-manager of investment-grade corporate debt, a national leader in public finance investment banking, a named dealer on more than 50 commercial paper programs, and a seasoned and successful share repurchase agent. All activities are supported by a robust secondary sales and trading platform, and a sound regulatory capital base. We are a SEC-registered securities broker-dealer and member of the Financial Industry Regulatory Authority (FINRA) and the Municipal Securities Rulemaking Board (MSRB).Our diverse professionals are not only committed to providing the highest level of value-added services to our clients but also committed to improving the communities in which we work and live. We have a 25+ year track record built on integrity, experience and results.Primary Responsibilities:• Work alongside senior staff in preparing proposals and/or coordinating responses; draft client presentation materials and memos discussing financing strategies, market trends, firm qualifications, etc.• Prepare graphical representations or various debt statistics• Compiling municipal issuers’ historical financial information from public documents• Preparing and maintaining databases on client debt• Analyze historical debt issuance and debt affordability• Performing financial modeling and cash flow analyses to evaluate debt financing alternatives• Participate in active transactions• Participate in presentations to clients, as needed• Formatting, printing and binding of professional-looking documents for meetings• Ensure that all activities and duties are carried out in full compliance with regulatory requirements and internal policies and proceduresQualifications:• B.S. or B.A. in finance, economics, public administration or related fields is preferred• Series 52, 63 and SIE licenses required &nbsp;• Relevant experience working in the public finance sector and/or familiarity with municipal debt instruments are extremely strong positives• Excellent analytical and quantitative skills are a must and good understanding of financial markets is expected• Familiarity with municipal debt instruments are extremely strong positives• Advanced user of Microsoft Excel, PowerPoint, and Word• Ability to use Bloomberg and other finance industry statistical and structuring tools is desirable• Highly self-motivated, well-organized, and willing to work long hours when needed• Ability to prioritize tasks, react to changes, solve critical issues, and work independently while being team-oriented• Strong written and verbal communication skills and professional presence with clients is requiredWe are Committed to Fair Pay. At SWS, we are committed to fair, transparent pay and strive to provide competitive, market-informed compensation. The target total fixed compensation range for these positions is $100,000 - $160,000. Compensation for the successful candidate will be determined by the candidate’s particular combination of knowledge, skills, competencies and experience. This position is also eligible for a discretionary bonus.SWS empowers talented and highly motivated individuals to thrive independently and collectively. We offer a competitive compensation package, an inclusive working environment and exceptional employee benefits. Our benefit program is designed to provide employees and their dependents with support in maintaining health and financial protection.Siebert Williams Shank &amp; Co., LLC is an Equal Opportunity Employer: EOE/M/F/V/D committed to a diverse workforce. We welcome and value the people and concepts that move our firm, our industry, and our communities forward. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age or any other characteristic protected by law.

6 Controlling / Finance Jobs in United States