What Jobs are available for Financial Analysts in Hartford?
Showing 67 Financial Analysts jobs in Hartford
Financial Planning Administrator
Posted 18 days ago
Job Viewed
Job Description
Our client is a well-established regulated independent financial advice practice dedicated to helping individuals and families achieve their financial goals. With a strong commitment to providing holistic and tailored financial solutions, they are seeking a Financial Planning Administrator to join their dynamic team and contribute to their mission of delivering exceptional financial planning services.
Job Summary:
As Financial Planning Support you will play a crucial role in providing administrative support to the financial planning team. You will assist financial planning support in various aspects of their day-to-day operations, ensuring that client needs are met efficiently and that regulatory requirements are adhered to. This role offers an excellent opportunity to learn and grow within the financial services industry while contributing to the success of our clients clients and the company.
Key Responsibilities:
This list is not exhaustive and further responsibilities and requirements will be delegated from time to time in order to ensure the business meets it objectives.
- Assist financial planners/advisers with client onboarding, including gathering necessary documentation, recording initial fact-finding meetings, and ensuring all regulatory requirements are met.
- Prepare and maintain client files, ensuring all documentation is organised and up-to-date.
- Act as a liaison between clients and the financial planning team, addressing client enquiries and requests promptly and professionally.
- Assist in the preparation of financial reports, statements, and presentations for client meetings.
- Support the development and implementation of financial plans, including data entry, financial analysis, and investment research.
- Manage the appointment scheduling and diary management for financial planners/advisers.
- Handle administrative tasks such as email management, phone calls, and correspondence.
- Assist with compliance-related tasks, including file reviews and ensuring adherence to regulatory guidelines.
- Maintain a high level of confidentiality and professionalism in all interactions with clients and colleagues.
- Stay up-to-date with industry regulations and company policies to ensure compliance at all times.
Requirements:
- Minimum of 3 years of experience in a similar role within the financial services industry.Knowledge of UK financial regulations and compliance requirements is essential.
- Strong organisational skills and attention to detail.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
- Ability to work independently and as part of a team.
- Self-motivated and eager to learn.
- A commitment to delivering exceptional client service.
- Relevant qualifications, such as a Diploma in Financial Planning or Certificate in Financial Administration, would be an advantage but are not required.
- Experience with platforms and provider sites within an independent environment.
- Experience with Intelliflo.
- Strong team player and happy to support and help all team members.
Is this job a match or a miss?
Senior Financial Planning Manager
Posted 11 days ago
Job Viewed
Job Description
We are The Very Group and we’re here to help families get more out of life. We know that our customers work hard for their families and have a lot to balance in their busy lives. That’s why we combine amazing brands and products with flexible payment options on Very.co.uk to help them say yes to the things they love. We’re just as passionate about helping our people get more out of life too; building careers with real growth, a sense of purpose, belonging and wellbeing.
About the team.The role sits within the Group Planning, Analysis & Reporting Finance Team, a pivotal team within the Finance Community of The Very Group.
Our team is responsible for the provision of insightful & consistent management reporting, for the Exec Team and Group Board, that influences strategic thinking and facilitates the creation of Budgets, Quarterly forecasts and Long-range plans. Our work ensures accurate, quality information is shared with a wide range of stakeholders, both internal and external.
We develop close relationships with all teams across Finance and teams across the wider business.
Success in the team requires an engaging individual who embraces every challenge, who can communicate effectively and will seek to find better ways to achieve the team’s goals.
About the role.The role requires you to take ownership of all Group Planning processes and deliver forecasts with supporting information that is relevant, accurate and timely; assisting the Executive team and Board to make business decisions. You will manage a team of three individuals.
You will be comfortable with changes in priority, reacting quickly to ensure all your stakeholder needs are met through high quality communication.
Key Responsibilities.
- Ownership of all Group Planning Processes
- Work with, and challenge, cross-functional teams to prepare and deliver analysis in support of Board decision-making.
- Ensure all Group planning and forecasting processes are clearly defined, communicated, and managed to deadlines. Ensure financial outputs are accurate, presented to the highest standard and aligned to Group governance and control frameworks
- Use experience and judgement to assess the strength and quality of the information provided to your team, directing focus to the matters that require most attention. You will be a trusted partner to the function.
- Drive an environment of continuous improvement with a view to identifying and delivering efficiencies in forecasting and ways of working across the function.
- Development of Planning tools
- Understand the potential for improvement of planning tools and propose solutions that fully utilise the existing planning tools (Hyperion and Excel).
- Work cross-functionally to develop a roadmap that sets out an ambition to migrate to an Oracle EPM solution
- A qualified accountant, with more than 3 years post-qualified experience, and a proven track record of delivering change.
- Demonstrable organisational skills and experience in managing complex financial processes.
- FP&A experience. Comfortable working with financial models.
- A driven and determined leader who possesses the social confidence and charisma to develop highly productive stakeholder relationships.
- A strong team player, with low ego, who can work cross-functionally.
- Commercially focussed, placing attention on accounting detail and end-to-end value.
- Proven successes of developing insightful reporting and analysis to use for major decision-making at Exec and Board level.
- Technical ability, strong aptitude for analytical work, preferably having experience with Hyperion/Oracle EPM products.
- Sound understanding of all primary financial statements.
- Flexible, hybrid working model
- Inclusive culture and environment, check out our Glassdoor reviews
- £6,500 flexible benefits allowance to suit your needs
- 30 days holiday + bank holidays
- LinkedIn Learning access
- Bonus potential (performance and business-related)
- Up to 25% discount on Very.co.uk
- Matched pension up to 6%
- More benefits can be found on our career site
How to apply
Please note that the talent acquisition team are managing this vacancy directly, and if successful in securing this role, you will be required to undertake a credit, CIFAS, Right to Work checks and if a specific requirement of your role a DBS (criminal records) check. Should your application progress we require you to let the team know if there is anything you need to disclose in relation to any of these checks prior to them being undertaken, including any unspent criminal convictions.
What happens next?
Our talent acquisition team will be in touch if you’re successful so keep an eye on your emails! We’ll arrange a short call to learn more about you, as well as answer any questions you have. If it feels like we’re a good match, we’ll share your CV with the hiring manager to review. Our interview process is tailored to each role and can be in-person or held remotely.
You can expect a two-stage interview process for this position:
1st stage - An informal 30-45 minute video call with the hiring team to discuss your skills and relevant experience. This is a great opportunity to find out more about the role and to ask any questions you may have.
2nd stage - A one-hour formal task based interview. This will be held in-person at our Liverpool office.
As an inclusive employer please do let us know if you require any reasonable adjustments.
If you'd like to know more about our interviews, you can find out here .
Equal opportunities
We’re an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, colour, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Is this job a match or a miss?
Senior Financial Planning Manager
Posted 11 days ago
Job Viewed
Job Description
We are The Very Group and we’re here to help families get more out of life. We know that our customers work hard for their families and have a lot to balance in their busy lives. That’s why we combine amazing brands and products with flexible payment options on Very.co.uk to help them say yes to the things they love. We’re just as passionate about helping our people get more out of life too; building careers with real growth, a sense of purpose, belonging and wellbeing.
About the team.The role sits within the Group Planning, Analysis & Reporting Finance Team, a pivotal team within the Finance Community of The Very Group.
Our team is responsible for the provision of insightful & consistent management reporting, for the Exec Team and Group Board, that influences strategic thinking and facilitates the creation of Budgets, Quarterly forecasts and Long-range plans. Our work ensures accurate, quality information is shared with a wide range of stakeholders, both internal and external.
We develop close relationships with all teams across Finance and teams across the wider business.
Success in the team requires an engaging individual who embraces every challenge, who can communicate effectively and will seek to find better ways to achieve the team’s goals.
About the role.The role requires you to take ownership of all Group Planning processes and deliver forecasts with supporting information that is relevant, accurate and timely; assisting the Executive team and Board to make business decisions. You will manage a team of three individuals.
You will be comfortable with changes in priority, reacting quickly to ensure all your stakeholder needs are met through high quality communication.
Key Responsibilities.
- Ownership of all Group Planning Processes
- Work with, and challenge, cross-functional teams to prepare and deliver analysis in support of Board decision-making.
- Ensure all Group planning and forecasting processes are clearly defined, communicated, and managed to deadlines. Ensure financial outputs are accurate, presented to the highest standard and aligned to Group governance and control frameworks
- Use experience and judgement to assess the strength and quality of the information provided to your team, directing focus to the matters that require most attention. You will be a trusted partner to the function.
- Drive an environment of continuous improvement with a view to identifying and delivering efficiencies in forecasting and ways of working across the function.
- Development of Planning tools
- Understand the potential for improvement of planning tools and propose solutions that fully utilise the existing planning tools (Hyperion and Excel).
- Work cross-functionally to develop a roadmap that sets out an ambition to migrate to an Oracle EPM solution
- A qualified accountant, with more than 3 years post-qualified experience, and a proven track record of delivering change.
- Demonstrable organisational skills and experience in managing complex financial processes.
- FP&A experience. Comfortable working with financial models.
- A driven and determined leader who possesses the social confidence and charisma to develop highly productive stakeholder relationships.
- A strong team player, with low ego, who can work cross-functionally.
- Commercially focussed, placing attention on accounting detail and end-to-end value.
- Proven successes of developing insightful reporting and analysis to use for major decision-making at Exec and Board level.
- Technical ability, strong aptitude for analytical work, preferably having experience with Hyperion/Oracle EPM products.
- Sound understanding of all primary financial statements.
- Flexible, hybrid working model
- Inclusive culture and environment, check out our Glassdoor reviews
- £6,500 flexible benefits allowance to suit your needs
- 30 days holiday + bank holidays
- Udemy learning access
- Bonus potential (performance and business-related)
- Up to 25% discount on Very.co.uk
- Matched pension up to 6%
- More benefits can be found on our career site
How to apply
Please note that the talent acquisition team are managing this vacancy directly, and if successful in securing this role, you will be required to undertake a credit, CIFAS, Right to Work checks and if a specific requirement of your role a DBS (criminal records) check. Should your application progress we require you to let the team know if there is anything you need to disclose in relation to any of these checks prior to them being undertaken, including any unspent criminal convictions.
What happens next?
Our talent acquisition team will be in touch if you’re successful so keep an eye on your emails! We’ll arrange a short call to learn more about you, as well as answer any questions you have. If it feels like we’re a good match, we’ll share your CV with the hiring manager to review. Our interview process is tailored to each role and can be in-person or held remotely.
You can expect a two-stage interview process for this position:
1st stage - An informal 30-45 minute video call with the hiring team to discuss your skills and relevant experience. This is a great opportunity to find out more about the role and to ask any questions you may have.
2nd stage - A one-hour formal task based interview. This will be held in-person at our Liverpool office.
As an inclusive employer please do let us know if you require any reasonable adjustments.
If you'd like to know more about our interviews, you can find out here .
Equal opportunities
We’re an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, colour, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Is this job a match or a miss?
Head of Financial Planning & Analysis (Remote)
Posted 9 days ago
Job Viewed
Job Description
Responsibilities:
- Lead the development and execution of the annual budgeting process and long-range financial planning.
- Oversee the creation of financial models and forecasts, providing insightful analysis of trends, variances, and potential risks and opportunities.
- Develop key performance indicators (KPIs) and management reports to track financial performance against budget and forecast.
- Provide strategic financial advice and business partnering support to executive leadership and department heads.
- Analyze financial data to identify drivers of profitability, cost efficiencies, and areas for investment.
- Manage and mentor the FP&A team, fostering a high-performance culture.
- Enhance financial reporting capabilities and ensure the accuracy and integrity of financial data.
- Support strategic initiatives, including mergers and acquisitions, new market entries, and capital allocation decisions.
- Ensure compliance with accounting standards and regulatory requirements.
- Drive process improvements within the FP&A function, leveraging technology and best practices.
- Prepare presentations for the board of directors and other key stakeholders.
Qualifications:
- Master's degree in Finance, Accounting, Economics, or a related field. CPA or CFA charter is highly desirable.
- Minimum of 10 years of progressive experience in financial planning and analysis, corporate finance, or a related field, with at least 5 years in a leadership role.
- Proven experience in developing complex financial models and performing sophisticated variance analysis.
- Expertise in budgeting, forecasting, and strategic planning processes.
- Strong understanding of financial accounting principles and management reporting.
- Excellent analytical, problem-solving, and critical thinking skills.
- Exceptional communication, presentation, and interpersonal skills, with the ability to influence stakeholders at all levels.
- Proficiency in financial modeling software and advanced Excel skills. Experience with ERP systems (e.g., SAP, Oracle) and BI tools is essential.
- Demonstrated ability to work effectively in a remote, fast-paced environment.
Is this job a match or a miss?
Financial Planning - Trainee Financial Planner - Manchester - 1 September 2026
Posted 2 days ago
Job Viewed
Job Description
Financial Planning - Trainee Financial Planner - Manchester - 1 September )
Forvis Mazars : who are we?
Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the UK and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future. You'll join a collaborative and inclusive team where you're supported to grow your skills, explore new opportunities, and contribute from day one. You'll work with a diverse client base, develop meaningful connections, and gain experience that extends beyond your local team. Together, we grow , belong and impact .
Financial Planning at Forvis Mazars
Forvis Mazars Financial Planning is one of the country's leading financial planning and wealth management businesses, ranking consistently in the top of the Financial Times leaderboard. Working alongside the firm's Chartered Tax Advisers, we are able to support clients in all aspects of their personal finances as part of our wider Private Client service line. Because we are fully independent our advice is truly unbiased and completely tailored to our clients' needs, ensuring that each client has a unique plan to help meet their needs, circumstances and lifestyle objectives. Furthermore as the only top-10 accountancy firm with a Financial Planning offering, we are able to provide a far more comprehensive solution to clients, setting us apart from other financial advisers or wealth managers in the industry. Because of our focus on quality, we are only looking for the top talent to join our team, who share our passion for providing the absolute highest standard of service to our clients.
About the Financial Planning team
The role of a financial planner is to ultimately ensure your clients' financial affairs are structured in the most optimal way possible. To do this we build a financial strategy to meet a client's long term objectives, and the first step is finding out what clients really want to achieve and then formulate a plan which will help them get there. Part of the solution may be through income structuring and capital accumulation strategies, formulating retirement plans, advising on investment solutions, and optimising tax efficiencies in all aspects of their finances. We create long-term, deep client relationships where we regularly work with clients and their families over decades, from initially building wealth all the way through to retirement and beyond, ultimately maximising their legacy.
Hear from our trainee, Kim:
‘I have thoroughly enjoyed my experience as a first-year financial planning trainee. The scheme is very well structured to help you become an all-rounded financial planner in the future. You are supported every step of the way and work very closely with all team members including partners, which allows you to pick up an array of experience and knowledge. Overall, I have had an extremely positive experience and would recommend Forvis Mazars to anyone who is considering training to be a financial planner.'
Every story is different at Forvis Mazars. Our people have amazing, personal experiences so the best way to learn about life here is to hear it first hand, click here to hear their stories .
About the role
As a graduate trainee here's what will await you during your four-year training contract:
During your first two years you will:
- Study and complete your core financial planning qualifications (Certificate in Insurance (CII) Diploma in Financial Planning) whilst working in a regional office in supporting the delivery of client service
- Learn the financial planning process and how this is applied in the profession to client specific circumstances;
- Be able to obtain relevant information from providers in order to assist an understanding a client's affairs.
- Learn about the possible solutions that can assist our clients;
- Learn how to use client management software and systems in order to prepare and keep records of our client advice
- Learn about the consumer duty responsibilities, compliance and regulatory aspects of the profession you must adhere to
- Research and write reports with your own solutions and ideas to meet client circumstances; and
- Provide ongoing assistance to the financial planner or regional teams with delivery of all parts of client service and support
For your final two years of your training you will study and complete your advanced financial planning qualifications to become a chartered financial planner whilst striving to build your skillset in order to be a financial planner at Forvis Mazars in your own right. You will be expected to take responsibility for creation and presentation of client solutions whilst ensuring that we keep to stated deadlines providing the best client service in a compliant manner. You will also commence your business development strategy in order to grow your footprint in your region. Please note there is a final internal assessment at the end of year 4 which is required in order to meet our regulatory Training and Competency Scheme requirements to move into the role as a Financial Planner.
Who we're looking for
- On track or have obtained an undergraduate degree. Strong academic performance is important; however, we understand that things don't always go to plan. Our recruitment process looks at your whole self – academic achievements as well as other experiences in which you have grown and developed. You can read about our approach to academics in our FAQs .
- Deep curiosity to learn new things and is naturally inquisitive;
- The ability to think critically solve problems and share knowledge with others;
- A commitment to self-development and learning;
- Strong sense of ownership of duties and high levels of responsibility to deliver on promises;
- Always looks to try their best in all they do and always looking for ways to improve;
- Enjoys meeting and engaging with new people with an underlying respect for individuals, diversity, and integrity;
- Works well under pressure and have a positive ‘can-do' attitude if faced with challenging situations;
- Excellent time management skills;
- A willingness to travel and adhere to our flexible working environment.
Learning and development
Fully funded professional qualification for this role: CII
Our supportive culture includes coaching, mentorship, and one-on-one guidance to help you grow, belong and make an impact. In addition to funding qualifications, we provide time off to study, and a blended training approach including in person and virtual learning. You will be allocated a buddy before joining who will support you to settle into the team and navigate your first year at Forvis Mazars.
You will also receive comprehensive quality training and development to grow in your professional career; this includes development in professional excellence, client excellence, digital excellence, and technical excellence. Our goal is to support you in reaching your full potential and become a standout talent. To understand more read our FAQs .
Diversity, Equity and Inclusion
At Forvis Mazars diversity, equity and inclusion are central to our values. We value our people's unique backgrounds, perspectives, and experience, and know this diversity create better outcomes for our clients. At Forvis Mazars, we promote an environment in which you can grow your skills, belong to a team that values your ideas, and make an impact that matters.
Next steps
Roles will be closed as soon as we find the right people, so to avoid disappointment we encourage you to submit your application as soon as possible. Please note the start date is 1 September 2026. If you are an international applicant and/or require a visa please view our FAQs before applying to be aware of deadlines and important information you need to know before applyin
Is this job a match or a miss?
IFA TECHNICAL ADVISORY - L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PROVI...
Posted today
Job Viewed
Job Description
IFA TECHNICAL ADVISORY – L4 FINANCIAL PLANNING KNOWLEDGE REQUIRED (SUIT COMPLIANCE, PRODUCT PROVIDERS OR SALES/PARAPLANNER EXPERIENCE)
Ref: 4119D2
£50K -£60K + Benefits 80% WFH (Manchester Area)
Our client, a leading financial services firm, seeks to recruit a Technical Helpdesk manager. Duties will include;
- Advising IFAs & colleagues on FP sales whether investments, pensions, saving, tax & or trust issues
- Assist in improving firms written support in these area
- Attending industry events to help promote the company’s services
- Ad hoc projects as required
You must be Level 4 qualified (& willing to study for L6 with support if not yet taken) with a good knowledge across investments, pensions, saving, tax &/or trust issues. It may suit someone already in a Compliance role or else an IFA Salesperson or Paraplanner looking to move into such or someone from a product provider (account manager or technical support) also looking for such.
Excellent opportunity for permanent employment with well respected & progressive firm. NB the role is hybrid in Manchester (1d office; 4d pw WFH).
So, if that sounds like you, then please send your details to our MD, David Symes FCA, at (including home address or post code & a contact no ) however please note we cannot reply to all applications so only successful applications will be contacted (although under no circumstances are your details ever passed on without your specific permission).
Compliance Recruitment Solutions Limited (CRS) are acting as an employment agency in relation to this role. The recruiter has stated that all applicants for this job should be able to prove that they are legally entitled to work in the UK. Through application, all candidates signify their acceptance of the above information and confirm that the information they provide is true and accurate to the best of their knowledge.
Is this job a match or a miss?
Financial Analyst
Posted 6 days ago
Job Viewed
Job Description
Chester, United Kingdom
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
**Job Title:** **Finance Analyst**
**Corporate Title: AVP**
**Location:** **Chester**
It's your career, so own it. Looking for a place where you can have real ownership over your work? At Bank of America, you will have the opportunity to apply your skills and experience in a world-leading financial services organisation and take your career to the next level.
We have a number of different opportunities within our Chief Financial Officer (CFO) Group in our Chester office. We are currently seeking committed and numerically minded professionals with a keen interest and desire to progress within the finance and investment banking industry.
The Chief Financial Officer (CFO) Group recruits for a variety of roles at different levels across its sub-divisions.
**A successful applicant could be aligned to any of the following teams:**
+ Global Banking and Global Markets Finance
+ Global Financial Control
+ Treasury
+ Data Management
+ COO & Governance
**As a successful applicant, some of the typical job profiles you would perform include:**
+ Financial Product Control - FICC / Equities
+ Financial Data Analyst
+ Financial Planning & Analysis
+ Corporate Treasury & Liquidity Management
+ Regulatory Reporting & Legal Entity Control
+ Financial Project Manager & Business Analyst
**The ideal skills and qualifications for a successful applicant will be subject to the specific role you interview for. However, some of the typical skills and qualifications we look for include:**
**For Product Associate positions**
+ 2:1 from a UK University (or equivalent)
+ Qualified/Newly Qualified or Part-Qualified accountant (ACCA, ACA, CIMA or equivalent)
+ Rich and varied experiences from a range of backgrounds
+ Confident up to Advanced Excel skills
+ Understands and applies knowledge of financial concepts, principles, products, and other relevant financial information
**For Data-Management positions**
+ Experience in leading large, initiative-level programs with both business and technology delivery components, related to financial data management, market execution optimization, and regulatory reporting
+ Advanced SQL, Tableau, Alteryx, and/or other equivalenttechnology/programmingskills
**For Regulatory Reporting positions**
+ Capital Reporting
+ Financial Reporting
+ Analytical Credit datasets (AnaCredit)
+ External Regulatory Reporting and Disclosures
**Behaviours & Competencies:**
+ A genuine interest in our business and intellectual curiosity
+ A passion for serving our clients and the communities in which we work
+ Personal integrity and accountability, ability to review, debate and challenge processes
+ Proactive and strong attention to detail, with strong organisational skills to effectively manage competing deadlines and pro-active management escalation
+ Ability to bring your authentic self to work every-day
+ Respect for our core values; deliver together, act responsibly, realize the power of our people and trust the team
**Application Process**
We recruit at regular intervals over the year across different locations. By applying to this advert, you are submitting your details to be considered, for either current or future opportunities, subject to your skills and experience.
To register your interest please click on the apply button.
**Company Overview:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Is this job a match or a miss?
Be The First To Know
About the latest Financial analysts Jobs in Hartford !
Senior Financial Analyst
Posted today
Job Viewed
Job Description
Key responsibilities will include conducting in-depth financial analysis of business performance, identifying trends, variances, and potential risks and opportunities. You will be responsible for developing and maintaining detailed financial models for budgeting, forecasting, and long-range planning. This involves collaborating with various departments across the organisation to gather data, understand business drivers, and ensure the accuracy and relevance of financial projections.
The Senior Financial Analyst will also play a key role in preparing monthly, quarterly, and annual financial reports for senior management and the board of directors. This includes variance analysis, profitability analysis, and key performance indicator (KPI) tracking. Furthermore, you will contribute to the continuous improvement of financial processes and systems, identifying opportunities for automation and efficiency gains. Experience with financial software and advanced Excel skills are essential. The ability to manage multiple projects simultaneously, meet tight deadlines, and work effectively in a fast-paced environment is also critical. You should have a proactive approach to problem-solving and a commitment to delivering high-quality financial insights.
Qualifications:
- Bachelor's degree in Accounting, Finance, Economics, or a related field.
- Professional certification (e.g., ACCA, CIMA, ACA) is highly desirable.
- Minimum of 5 years of experience in financial analysis, corporate finance, or a related role.
- Advanced proficiency in Microsoft Excel (e.g., pivot tables, VLOOKUPs, macros).
- Experience with financial ERP systems (e.g., SAP, Oracle) and BI tools is a plus.
- Strong understanding of accounting principles and financial modelling techniques.
- Excellent analytical, problem-solving, and critical thinking skills.
- Superior written and verbal communication skills.
Is this job a match or a miss?
Senior Financial Analyst
Posted today
Job Viewed
Job Description
Responsibilities:
- Develop and maintain financial models for forecasting, budgeting, and long-term planning.
- Analyze financial performance, identify variances, and provide actionable insights to senior management.
- Conduct in-depth analysis of key business drivers, market trends, and competitive landscape.
- Prepare financial reports, presentations, and recommendations for executive leadership.
- Evaluate the financial viability and potential risks associated with new projects, investments, and business initiatives.
- Support the budgeting and forecasting process, collaborating with various departments to gather data and validate assumptions.
- Monitor and analyze key performance indicators (KPIs) to assess business health and identify areas for improvement.
- Ensure compliance with financial regulations and internal policies.
- Assist with ad-hoc financial analysis and projects as required.
- Stay updated on financial best practices, market developments, and relevant accounting standards.
Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- Proven experience as a Financial Analyst, preferably in the banking or financial services sector.
- Strong proficiency in financial modeling, forecasting, and data analysis techniques.
- Advanced knowledge of Microsoft Excel, including complex formulas, pivot tables, and VBA.
- Experience with financial reporting software and ERP systems.
- Excellent analytical, problem-solving, and critical thinking skills.
- Strong communication and presentation skills, with the ability to articulate complex financial concepts to diverse audiences.
- ACCA, CIMA, CFA, or equivalent professional qualification is highly desirable.
- Ability to work effectively in a hybrid work environment and collaborate with team members across different locations.
Is this job a match or a miss?
Senior Financial Analyst
Posted 6 days ago
Job Viewed
Job Description
Key Responsibilities:
- Develop and maintain complex financial models to support strategic decision-making.
- Prepare detailed financial reports, including variance analysis, trend identification, and performance metrics.
- Collaborate with various departments to gather financial data and insights.
- Conduct in-depth analysis of financial performance, identifying key drivers and potential risks or opportunities.
- Assist in the annual budgeting and quarterly forecasting processes.
- Contribute to the development and implementation of financial policies and procedures.
- Provide financial guidance and support to management.
- Monitor key financial indicators and provide recommendations for improvement.
- Ensure accuracy and integrity of financial data.
- Support ad-hoc financial projects and analyses as required.
Qualifications and Skills:
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- Professional certification (e.g., ACCA, CIMA, ACA) is highly desirable.
- Proven experience (5+ years) in financial analysis, planning, and forecasting.
- Strong understanding of accounting principles and financial statements.
- Advanced proficiency in Microsoft Excel, including complex formulas, pivot tables, and data visualization.
- Experience with financial planning and analysis (FP&A) software (e.g., SAP BPC, Oracle Hyperion, Anaplan) is a plus.
- Excellent analytical, problem-solving, and critical thinking skills.
- Strong communication and interpersonal skills, with the ability to present complex financial information clearly and concisely to non-finance stakeholders.
- Ability to work independently and as part of a team, managing multiple priorities effectively in a fast-paced environment.
- Proactive and results-oriented approach.
This hybrid role offers a balance of in-office collaboration and remote flexibility, based in our Liverpool, Merseyside, UK offices. Join our client and contribute to their continued success.
Is this job a match or a miss?