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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.

2 Controlling / Finance Jobs