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KellyMitchell Group

Investment & Financial Planning Analyst

KellyMitchell Group, Lebanon, New Jersey, us, 08833

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Investment & Financial Planning Analyst

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KellyMitchell Group Job Summary

Our client is seeking a Investment & Financial Planning Analyst to join their team! This position allows for applicants in Clinton, New Jersey or Manhattan, New York. Job Summary

Our client is seeking a Investment & Financial Planning Analyst to join their team! This position allows for applicants in Clinton, New Jersey or Manhattan, New York.

Duties

Provide support to the Service Experience technology team in managing and executing planning objectives Assist and drive strategy and planning activities, including governance tactics and processes in line with the team's defined operating plan/roadmap Maintain accurate data in technology financial systems and assist with monthly financial reporting Identify gaps within existing processes and recommend solutions to close them Support the Planning Lead in maintaining the accuracy of workforce data Demonstrate familiarity with IT Portfolio Management, including demand/capacity management and Integrated Planning and Analysis Understand the Software/Technology Delivery Life Cycle Possess strong written and verbal communication skills, with the ability to present confidently in front of peers and senior leaders Capture, transform, and analyze raw data to draw conclusions and develop actionable recommendations

Desired Skills/Experience:

Bachelor’s degree in finance or a related field-Required 5+ years of experience in a similar role-Required Must be highly proficient with MS Excel-VLookups, Pivot Tables-will be used daily for reporting Familiarity with financial management concepts-Accruals and Capitalization Experience with Apptio is required or similar technology financial management systems Understanding of Agile development practices and tools, such as Jira is preferred

Benefits:

Medical, Dental, & Vision Insurance Plans 401K offered

$16.80 - $24.00 (est. hourly) Seniority level

Seniority level Mid-Senior level Employment type

Employment type Contract Job function

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