Total 1,382 Planning Analyst job vacancies in Finance / Banking / Insurance category in The United States of America

Job Scope 工作範圍:

• Building relationship & network with stakeholders from various background.
  (與各種背景的利害關係人, 建立關係。)
• Responsible for consult stakeholders for risk management with insurance, will, trust, estate planning, investment, etc) (負責為利害關係人, 提供有關風險管理、保險、遺囑、信託、房產規劃、投資等方面的諮詢服務。)
• Engage in sales and marketing events. (參與銷售和行銷活動。)
• Provide follow up on the policy servicing services to customer, ie: payment mode, change in plans, trustee appointment, top-ups, etc. (為客戶提供保單服務的後續跟進，例如：付款方式、計劃變更、受託人任命、增加投資額等。
• Providing professional financial advisory services, guiding stakeholders based on their requirement. (提供專業的財務諮詢服務，根據利益相關者的要求進行協調。)
• Negotiating with stakeholders according to their requirements for contracts.
  (根據利害關係人的要求進行合約談判。)

Requirement 需求:

• Diploma/ Degree/ Bach Degree (文憑/學位/學士學位)
• Part Time/Full Time/Fresh Graduates are encouraged to apply
  (兼職/全職/應屆畢業生皆可申請)
• Candidates with business, finance, sales & marketing background are welcome to apply (擁有商業、金融、銷售和營銷背景的候選人歡迎申請)

Perks & Benefits 福利待遇

• Basic + Commission and bonus (基本工資+ 佣金和獎金)
• Flexible working hours (彈性的工作時間)
• Training will be provided (提供訓練)
• Regular team activities (團隊活動)
• Company trips (公司旅行)
• Allowance (travel stipends, transportation, etc.)(津貼（旅費津貼、交通津貼等）)
• Personal development opportunities (個人發展機會)

Job Scope 工作范围:

• Building relationship & network with stakeholders from various background.
  (与各种背景的利益相关者, 建立关系。)
• Responsible for consult stakeholders for risk management with insurance, will, trust, estate planning, investment, etc) (负责为利益相关者, 提供有关风险管理、保险、遗嘱、信托、房产规划、投资等方面的咨询服务。)
• Engage in sales and marketing events. (参与销售和营销活动。)
• Provide follow up on the policy servicing services to customer, i.e: payment mode, change in plans, trustee appointment, top-ups, etc. (为客户提供保单服务的后续跟进，例如：付款方式、计划变更、受托人任命、增加投资额等。)
• Providing professional financial advisory services, guiding stakeholders based on their requirement. (提供专业的财务咨询服务，根据利益相关者的要求进行协调。)
• Negotiating with stakeholders according to their requirements for contracts.
  (根据利益相关者的要求进行合同谈判。)

 

Requirement 需求:

• Applicable for Malaysian only (只限马来西亚公民)
• Diploma/ Degree/ Bach Degree (文凭/学位/学士学位)
• Part Time/Full Time/Fresh Graduates are encouraged to apply
  (兼职/全职/应届毕业生均可申请)
• Candidates with business, finance, sales & marketing background are welcome to apply (拥有商业、金融、销售和营销背景的候选人欢迎申请)

Perks & Benefits 福利待遇

• Basic + Commission and bonus (基本工资 + 佣金和奖金)
• Flexible working hours (灵活的工作时间)
• Training will be provided (提供培训)
• Regular team activities (团队活动)
• Company trips (公司旅行)
• Allowance (travel stipends, transportation, etc.)(津贴（旅行津贴、交通津贴等）)
• Personal development opportunities (个人发展机会)

AML/CFT 

• Supports in establishing and maintaining AML/CFT standards, policies & procedures in accordance with applicable laws and regulations and assists the Manager in the implementation of program for AML/CFT.
• Support client screening and AML/CFT transaction monitoring & alerts, including monitoring Client activities and identifying suspicious transactions.
• Support all AML/CFT related matters and compliance, including regulatory, audit and similar inspections.
• Support the Company’s AML/CFT compliance and function to identify, manage, monitor and mitigate exposure to compliance risk.
• Assist in liaising with the relevant regulatory bodies to ensure that the Company is always in compliance with all laws and regulations.
• Support the Designated Compliance Officer at the various departments on Anti-Money Laundering and Counter-Financing of Terrorism matters.
• Undertake any other duties as assigned by the Compliance Manager.

REGULATORY COMPLIANCE (Supporting Function)

•  Support the Compliance Section in instilling a ‘compliance aware” culture within the Company.
• Assist in ensuring Company’s compliance with laws, rules and regulations set by statutory and regulatory bodies.
• Support in monitoring the implementation of the Company’s compliance requirement (eg: BNM’s regulated products, FSA, AML/CFT, JSOX, etc).
• Assist in ensuring the Company’s compliance with the laws, rules and regulations set by the statutory and regulatory bodies.
• Assist in the implementation of compliance training program.
• Support in reviewing the Company’s documents (policies/procedures) inclusive of documents related to BNM’s regulated products.
• Support the Compliance Section on regulatory compliances, including the compliance of Anti-Money Laundering and Counter-Financing of Terrorism (AML/CFT).

Job Requirement 

• Bachelor’s Degree in Management/Business Administration/Legal/Compliance or other related field.
• At least 1 year(s) and above of working experience in Compliance Department/Audit.
• Experience in a compliance function is preferred, and preferably gained from the banking or financial credit services industry.

Perks & Benefits

• Nearby public transport
• Casual dress code
• Medical insurance
• Sabbatical leave

Requirements

• Candidate must possess at least a Professional Certificate, Diploma, Advanced/Higher/Graduate Diploma, Bachelor's Degree, Post Graduate Diploma or Professional Degree in Finance/Accountancy or equivalent.
• At least 2 years working experience.
• Strong analytical and problem-solving skills
• Demonstrated effective organizational skills and attention to detail
• Strong work ethic with an aptitude for numbers
• Ability to handle multiple priorities and duties is essential
• Knowledge of computers, Microsoft Outlook / Excel
• Strong understanding of the finance and accounting functions
• Must be able to communicate clearly and concisely both orally and in writing (in English)
• Extremely detail-oriented with excellent organizational abilities
• Strong analytical, organizational and time management skills are required
• Ability to work in a team environment for making business decisions and implementing process improvements
• Must be able to work extended hours during critical times as needed.

Responsibilities

• High -Volume Invoice Processing
• Submit Invoices Via Edi, Send Soft And Hard Copy
• Set Autoprogram For Pre And Post Closing
• Check Customer Issues When Invoices Not Being Received

Perks & Benefits

• Commission and bonus
• Casual dress code
• Medical insurance
• Personal leave
• Personal development opportunities
• Fitness membership

Job Responsibilites:

• Accountable for the development and maintenance of credit policies, procedures, and guidelines to meet portfolio goals, credit line management and the execution of routines to monitor a full spectrum of process and performance MIS.
• Manage overall portfolio asset quality for entire credit spectrum across multiple products to be consistent with financial objectives.
• Monitoring of credit initiatives, maintaining data infrastructure to support initiatives, and reporting performance results / opportunities to Management on periodic basis.
• Able to analyze data trends via in-depth data analytics and provide observation / findings for policy revision.

Job Requirements: 

• Minimum 8 years experience with credit policy development and analytics from banking / financial institutions, preferably with experience in maintaining Decision Engines is an added advantage.
• Strong in business and credit risk analytical skills.
• Ability to manage multiple priorities and dealing effectively with demanding business partners.
• Good written and verbal communication skills.
• Good and balanced business acumen.
• Applicants should be Malaysian citizens or hold relevant residence status.
• Proficiency in data analysis and business management software.
• Excellent Leadership characteristic and interpersonal skills
• Exceptional analytical and problem-solving abilities.
• Ability to collaborate with a variety of stakeholders.

Perks & Benefits

• Central location
• Casual dress code
• Medical insurance
• Personal leave

要求

• 候選人必須至少擁有金融/會計專業證書、文憑、高級/高級/研究生文憑、學士學位、研究生文憑或專業學位或同等學歷。
• 至少2年工作經驗。
• 強大的分析和解決問題的能力
• 表現出有效的組織能力和對細節的關注
• 強烈的職業道德和數位能力
• 處理多個優先事項和職責的能力至關重要
• 電腦知識、Microsoft Outlook / Excel
• 對財務和會計職能有深入的了解
• 必須能夠以口頭和書面形式（英語）清晰簡潔地進行溝通
• 極度注重細節，具有優秀的組織能力
• 需要強大的分析、組織和時間管理技能
• 能夠在團隊環境中製定業務決策和實施流程改進
• 必須能夠根據需要在關鍵時刻延長工作時間。

職責

• 大批量發票處理
• 透過 Edi 提交發票，發送軟拷貝和硬拷貝
• 設定關閉前和關閉後的自動程序
• 未收到發票時檢查客戶問題

津貼和福利

• 佣金和獎金
• 休閒著裝要求
• 醫療保險
• 事假
• 個人發展機會
• 健身會員資格

職責

主要責任：

尋找新客戶和新業務
為潛在客戶提供專業諮詢/建議
透過整體財務規劃提供財務解決方案：風險管理、投資和遺產規劃
發展管理和領導技能的機會

套餐及福利：

津貼計劃可滿足您的基本需求。
增加收入的機會（每月基本津貼+無限佣金+無限獎勵）。
由經驗豐富的從業者提供培訓、輔導和指導
每年都有機會贏得海外度假旅行
有機會體驗「工作與生活融合」的職業生涯

資格

我們正在尋找具有以下特徵的候選人：

最低文憑持有者或高等教育資格
財務穩定（無破產）
擁有自己的交通工具
有成就和進步的動力
自力更生、遵守紀律、注重機會、採取行動、以結果為導向
正向的學習態度，願意學習，可輔導

津貼和福利

• 佣金和獎金
• 定期團隊活動

Lead Finance Planning & Reporting Analyst

£40,000 to £47,000 plus great benefits (Work Level 6A)

Manchester city centre (hybrid working)

We're looking for a Lead Finance Planning & Reporting Analyst to join our central food financial planning and analysis team in Manchester. We'll look to you to pull together the data of the overall food performance story, looking back and into the future. You'll gather insights and spot trends to support future thinking and to build strong relationships with our finance partners to help with overall delivery. In this role you'll work in a hybrid way - spending at least one day per week working from the office (find out more about our hybrid working policy at colleagues.coop.co.uk/hybrid-working-policy).

What you'll do

• Work closely with our FPAR leads to deliver detailed and accurate reports and financial plans
• Provide variance analysis and insight across a variety of business areas and projects
• Make sure any risks and opportunities are identified and considered in future forecasts and present any financial impacts they might have
• Be on the look-out for new analysis techniques and methodologies to improve the value of the insights we provide
• Understand our current performance for our food operations board
• Build data models to create a forecast and provide analysis

This role would suit people who have

• Experience working in an analysis, insight, or financial reporting team with a solid understanding of analytical methods, practices, and techniques
• Strong IT skills (including Microsoft Excel and database applications)
• Good communication and prioritisation skills, with the ability to present financial information to a non-finance audience
• Good relationship-building skills, with the ability to influence and challenge people inclusively

Why Co-op?

If you've got the skills and experience we're looking for, we can offer you a competitive salary and great benefits package which includes 30% off Co-op branded products in our food stores (as well as other discounts on Co-op products and services). You'll also get:

• An annual bonus (based on personal and business performance)
• 28 days holiday (rising to 32 with service) plus bank holidays
• A pension with up to 10% employer contributions
• Access to a subsidised onsite gym (at our Manchester HQ)
• Coaching and training to support your career development
• Wagestream - a money management app that gives you access to a percentage of your pay as you earn it
• YuLife - an app that rewards you for exercising with discounts and vouchers for your favourite brands

Building an inclusive work environment

At Co-op, we're proud to do things a different way. As one of the world's largest co-operatives, owned by millions of members, community is at the heart of what we do. Since our Co-op was founded in 1844, we've had a clear social purpose, and everything we do as a business helps to build a fairer world for our members, customers, colleagues, and communities.

We're actively building diverse teams and we welcome applications from everyone. If you have a disability, we can make reasonable adjustments to our recruitment process according to your needs. We're also part of the Disability Confident scheme, meaning we'll always offer an interview to disabled candidates who apply through the scheme if they meet the minimum criteria for a job.

We'll ask whether you'd like to be considered under the Disability Confident scheme when you apply.

If we invite you to take part in the recruitment process for any of our jobs, we'll ask you if you need any reasonable adjustments to enable you to participate.

You can find out more about our recruitment process at jobs.coop.co.uk/apply-process.

You can find out more about the Disability Confident scheme and all our commitments to diversity and inclusion at colleagues.coop.co.uk/diversity-inclusion-and-wellbeing.

Proud member of the Disability Confident employer scheme

On behalf of our client, a large banking financial institution, we are inviting candidates to apply for the position of Wealth Planning Managers. Fresh graduates / candidates with 1 – 2 years of prior sales experience, please do not hesitate to apply to us.

The shortlisted applicants can look forward to providing a sound wealth management and financial advisory services and helping customers make informed decisions about their money in order to achieve their life goals. The array of products and services would include loans, credit cards, investment and unit trusts, insurance, and priority banking.

Job Responsibilities:

• To serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank.
• You are expected to seek opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.
• You should possess sound financial knowledge and provide holistic financial planning advice to the customers. To identify suitable financial solutions offered by the bank to meet their financial goals.
• You need to have a good understanding of the banking regulations and to adhere to the rules and guidelines when conducting business.
• You should always conduct yourself professionally and deliver service standard as prescribed by the Bank service values.
• You are expected to achieve a balanced scorecard set by the company.

Job Requirements:

• A degree in any discipline. Fresh graduates are welcome to apply.
• Good sense of urgency and willingness to work on a flexible schedule that includes weekends
• A passion for banking and wealth management
• Excellent communication and listening skills
• Confidence and presentation skills
• Ability to explain complex information clearly and simply

(EA Reg No: 20C0312)

Please email a copy of your detailed resume to qianyu@talentsis.com.sg for immediate processing.

Only shortlisted candidates will be notified.

On behalf of our client, a large banking financial institution, we are inviting candidates to apply for the position of Wealth Planning Managers. Fresh graduates / candidates with 1 – 2 years of prior sales experience, please do not hesitate to apply to us.

The shortlisted applicants can look forward to providing a sound wealth management and financial advisory services and helping customers make informed decisions about their money in order to achieve their life goals. The array of products and services would include loans, credit cards, investment and unit trusts, insurance, and priority banking.

Job Responsibilities:

• To serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank.
• You are expected to seek opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.
• You should possess sound financial knowledge and provide holistic financial planning advice to the customers. To identify suitable financial solutions offered by the bank to meet their financial goals.
• You need to have a good understanding of the banking regulations and to adhere to the rules and guidelines when conducting business.
• You should always conduct yourself professionally and deliver service standard as prescribed by the Bank service values.
• You are expected to achieve a balanced scorecard set by the company.

Job Requirements:

• A degree in any discipline. Fresh graduates are welcome to apply.
• Good sense of urgency and willingness to work on a flexible schedule that includes weekends
• A passion for banking and wealth management
• Excellent communication and listening skills
• Confidence and presentation skills
• Ability to explain complex information clearly and simply

(EA Reg No: 20C0312)

Only shortlisted candidates will be notified.

Please email a copy of your detailed resume to chally@talentsis.com.sg for immediate processing.

Work with a global multinational corporation
Hybrid working arrangements




About Our Client

Our client is a global multinational organisation specialised in the manufacturing and construction industry. Founded on the principles of integrity, quality craftsmanship, and client satisfaction, they have earned a reputation as a trusted leader in the construction industry.



Job Description


Financial Analysis: Conduct in-depth analysis of project costs, revenue, and profitability to identify trends, opportunities, and risks.
Budget Management: Assist in the development, monitoring, and reporting of project budgets to ensure alignment with financial goals and objectives.
Forecasting and Planning: Prepare financial forecasts, models, and scenarios to support business planning and decision-making processes.
Variance Analysis: Analyse variances between actual and budgeted financial performance, providing insights and recommendations for corrective actions.
Cost Control: Monitor project expenses,



... Click here to view more detail / apply for Finance Analyst

We are currently seeking an interim Finance Analyst, to work with our global FMCG client, renowned for brands such as Dove, Sure, Persil, and Simple, to become an integral part of their fast-paced FMCG environment.

The position is based at Blackfriars on London's Victoria Embankment, just a short walk from Blackfriars tube. This is a full-time temporary role for 12 months, requiring 36.25 hours per week, Monday to Friday. Compensation for this role is competitive, paying up to £46,500 per annum, pro rata, depending upon experience.

The role currently offers a mix of remote and onsite working, subject to adjustment based on business requirements.

The role offers a great opportunity for the successful candidate to develop a global network across Supply Chain and Supply Chain Finance, covering Markets and the Business Groups; to play a role to deliver value through capital efficiency, savings and new supply chain models; and to build experience in supply chain strategy development.

This role requires senior management engagement to help drive decisions and assist in the delivery of UL's financial ambition, by playing an active part in delivering value to maximise our competitiveness in the market.

Role Context

Personal Care (PC), one of UL's 5 Business Groups, is comprised of 3 categories with leading market positions: Skin Cleansing, Deodorants and Oral Care. The PC BG is structured into 8 Core Business Units along with several other Global Business Units and 1UL entities, with a balanced geographical footprint across Developed and Emerging Markets. The PC BG comprises 8 core brands including several Billion Euro brands such as Dove, Rexona/Sure, Lux and Axe.

Within the PC BG, Supply Chain plays a key role in enabling business growth and profitability through development of strategy and disciplined execution across a broad agenda encompassing costs, assets and agility.

The PC BG Global Supply Chain Finance Analyst will work with and partner the BG and BU Supply Chain teams to drive value through a range of levers including:

• the 5S savings programme,
• capital allocation and capacity investments,
• cash and inventory management,
• network transformation initiatives,
• strategy design

Key Responsibilities

5S Savings

• Working closely with Make it Profitable Core Team and BU SC Teams to drive the PC Savings agenda,
• Setting the long-term Savings ambition for the BG, aligned to the multi-year FGM,
• In-year target-setting and performance management of savings delivery working with the Make it Profitable Core Team, BU teams and Fuel 4 Growth team,
• Review of savings projects in SRS and PowerApps to ensure accurate reporting and compliance with savings guidelines,
• Regular updates to Make it Profitable Leadership Team on savings performance,
• Partnering R&D and Supply Chain to identify new savings opportunities

Capital Expenditure (CapEx)

• Working closely with the Global PC Engineering team to drive the PC CapEx agenda,
• Setting the long-term CapEx strategy, aligned to the overall BG growth and profitability agenda,
• In-year budget-setting and performance management of CapEx spend,
• Review of Capex spends reported in iFinance and Marlin to ensure accurate reporting and compliance with CapEx guidelines,
• Regular updates to PC SC Leadership team on CapEx delivery vs budget

Inventory

• Working closely with the Global PC SC team to drive the PC Inventory and Cash agenda,
• Setting the long-term Inventory strategy, aligned to the overall BG Capital Allocation strategy,
• In-year target-setting and performance management of Inventory targets,
• Review of Inventory forecast reported in iFinance,
• Regular updates to PC SC Leadership team on Inventory performance vs target

Other Responsibilities

• Supporting the PC BG SC Finance Manager and SC Finance Director in other areas including setting strategy for SC Cost, strategic review of Capex and Restructuring proposals, network transformation initiatives.

Key Skills Required

• CIMA/ACCA/ACA or equivalent
• Self-driven and able to work independently
• Excellent analytical & numerical skills
• Ability to respond under pressure
• Strong communication skills both oral and written
• High level of proficiency in Microsoft Excel & PowerPoint
• Working knowledge of financial systems, particularly SAP, is required.

Additional Information

Blackfriars working environment:

• Iconic location on the Victoria embankment, modern working environment
• Short walk from Blackfriars station
• Staff shop discounted products
• Free tea & coffee facilities
• Onsite Deli and a restaurant open for breakfast and lunch
• Gym is available for use subscription required.

We welcome applications from part qualified applicants, and they will be considered for a trainee position. Please view the attached recruitment profile which is a summary of the detailed Job Description and Person Specification for the full personal attributes we require for the role. You will need to demonstrate these throughout the recruitment process. This vacancy will close at 23:59 on Sunday 5th May 2024. Interviews are anticipated to be held week commencing 20th May 2024 subject to confirmation. For informal enquiries please contact Syma Yasin, Senior Corporate Financial Planning Manager at syma.yasin@nhsbt.nhs.uk.

Job Description

• Evaluate and analyse financial statements, company performance, industry trends, micro and macroeconomic factors to identify investment prospects and risks.
• Conduct independent investment research, including Financial evaluation of potential investment opportunities in IT Solutions
• Conduct feasibility and cost-benefit analyses, as well as scenario building, for both new and existing investment or strategic initiatives.
• Optimize costs, identifying areas for cost reduction, efficiency enhancements, and resource allocation.
• Assembling and summarizing data to structure sophisticated reports on financial status and risks to the Board of Directors and various stakeholders from the Japan Headquarters
• Able to communicate in Japanese language in order to liaise with Japan HQ and Board of Directors in Japan
• Other duties assigned by the Management

Requirements:

• Min 5 years’ experience in Finance or relevant
• Bachelor’s Degree in Accountancy, ACCA or its equivalent
• Strong knowledge in Corporate Financing
• Strong analytical, communication and interpersonal skills to engage both internal and external stakeholders
• Business fluency in English and Japanese to communicate with the internal and external stakeholders

Primary Objectives
Facilitate smooth day-to-day credit process of the Treasury Investment team via:

• Generating CREST internal rating for Fast Track & annual review credit papers
• Conducting Related Party and Connected Party checks
• Updating of information for MAS regulatory reporting
• Adhoc bank-wide projects on streamlining of regulatory data.
• Monitor outstanding credit limits  
• Respond to compliance and regulatory requests for information in a timely manner
• Collate and generate reports on portfolio performance for review

Key Responsibilities

Financial

• To achieve the Financial KPI set annually, refer to above Key Performance Indicators

Operational

• Monitor existing credit limits and ensure there are no lapses in limits
• Monitor securities in portfolio for adverse news and other developments
• Support the Senior Credit Analyst through assistance of credit proposals preparation & submission to Credit Committee for approvals and renewal.
• Manage the credit approval process in a timely manner with all relevant stakeholders.
• Notify stakeholders in the updating of credit limits and ratings in all relevant systems. Ensure the accuracy and authenticity of these data.
• Liaise with internal stakeholders on all operational and regulatory matters.

Compliance

• Adhere to with established credit policies & regulatory requirements