OFSAA (Oracle Financial Services Analytical Applications) consultant at ActiveSoft, Inc

Immediate Start

Private Client Financial Advisor - Manhasset, Long Island

Citizens Manhasset, New York

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

Immediate Start

Private Client Financial Advisor - Midtown, Manhattan

Citizens Hempstead, New York

Immediate Start

SVP, Financial Services

Mission North New York, NY

Mission North is a strategic communications agency for influential companies to build, protect, and renew their impact. Market-shaping brands like Brex, Canva, Ginkgo Bioworks, Betterment, LinkedIn, Mozilla, Recursion, Snowflake, and Zoom have turned to us to navigate change and accelerate impact at every stage. Our award-winning culture of curiosity allows us to attract the best communicators and mobilize them around tackling some of the world's biggest challenges. Our stories about breakthrough innovations and movements-and the iconic teams behind them-have influenced hundreds of billions of dollars in market value. We live our values. As a benefit corporation, we're committed to making a positive difference through our work, culture, and community investments. We give back 2% of profits, 2% of our time, and 2% of partner equity to support causes in our local communities, and have invested more than $2 million through grants, donations, and pro bono services. Through our cross-industry fellowship and sponsorship initiative, Foster the Future, we're creating pathways for the next generation of communications leaders. Diversity, belonging, and equity are woven into our business and culture. We continue to advance our policies and practices to foster a more progressive organization and industry. We're looking for an SVP, Financial Services to join our team. Mission North's Financial Services Practice Group works with a range of growth-stage and publicly-traded fintech, financial services and real estate brands, including Betterment, Brex, Airwallex, OpenDoor and Toast. Who you are/ Qualifications: 12-15 years of PR agency or in-house experience working with fintech, financial services or real estate brands Adept at managing relationships with C-level executives at tech companies. Ability to tap into a strong network of potential talent, partners and customers in order to support practice and business growth. Experience helping clients navigate sensitive reputation issues and crisis communications Compelling communication and presentation skills. Exceptional creative and content development skills on technical topics. Strong new business development skills with a proven track record of closing and retaining new clients. Experience leading strategic workshops and initiatives including messaging, storyline development, thought leadership platform development and media training. Proven track record of simultaneously directing multiple teams at PR/comms agencies and/or within in-house comms functions. Strong management skills and genuine interest in managing and mentoring teams. Thrive in a dynamic environment with multiple competing priorities. Bachelor's degree Bonus points for experience in public affairs and advocacy, financial communications and/or investor relations Here's what you would be doing day-to-day: You will be responsible for client retention, product/service evolution, staff development and proactive networking that aids portfolio growth You'll collaborate with your peers who oversee other Financial Services accounts, working together to set and reach goals for the broader group Be a trusted strategic partner to comms, marketing and content client contacts and their executive teams, and promote communications strategies that will help them reach their full potential. Set and plan against revenue goals, talent development, agency marketing, lead generation and new business development for the Financial Services practice group, with a focus on growing our portfolio of growth-stage/established fintech and traditional financial services brands. Proactively drive new business efforts with minimal oversight. This includes overseeing pitch teams from start to finish during the pitch process. Generate new revenue with existing clients. You have a keen eye for timing strategic recommendations that align the scope of work to meet the needs of our clients. Work with our specialists to provide clients with programs that integrate traditional PR, digital, and social media platforms. Serve as a steward of Mission North's values and operating principles. Mentor and coach staff across all levels of skills development. Work closely with fellow account leads to direct account staffing and forecasting. Represent Mission North and our clients at industry events for new business networking and personal professional development. What makes us Mission North? We've built an award-winning culture of curiosity and experimentation. Mission North is a Fast Company Most Innovative Company, ranking #3 in its inaugural PR and Brand Strategies category. We foster a culture of lifelong learning and personal growth, supporting employees in their professional development. Recognition for hard work is at the heart of our culture, with opportunities for advancement and rewards. We invest in our people, offering a competitive compensation package, profit sharing, 401K matching program, professional development stipend, and comprehensive benefits. Our Commitment to Diversity and Inclusion We're committed to growing and empowering a more inclusive community within our company, industry, and cities. That's why we hire and cultivate diverse teams of people from all backgrounds, experiences, and perspectives. We believe that true innovation happens when everyone has room at the table and the tools, resources, and opportunity to excel. Statement of Non-Discrimination: In keeping with our beliefs and goals, no employee or applicant will face discrimination or harassment based on: race, color, ancestry, national origin, religion, age, gender, marital/domestic partner status, sexual orientation, gender identity or expression, disability status, or veteran status. Above and beyond discrimination and harassment based on "protected categories," we also strive to prevent other subtler forms of inappropriate behavior (i.e., stereotyping) from ever gaining a foothold in our office. Whether blatant or hidden, barriers to success have no place at Mission North. We value a diverse workforce - people who identify as women, non-binary or gender non-conforming, LGBTQIA+, American Indian or Native Alaskan, Black or African American, Hispanic or Latinx, Native Hawaiian or Other Pacific Islander, differently-abled, caretakers and parents, and veterans are strongly encouraged to apply. Thank you to the Level Playing Field Institute for this statement of non-discrimination. Compensation Actual compensation within the pay range will be decided based on factors including, but not limited to, skills and prior relevant experience. Mission North cares about you and your overall well-being, and that's why we offer a comprehensive benefits package, for full-time employees, that includes healthcare benefits, a 401(k) plan including an employer match, short-term and long-term disability coverage, basic life insurance, wellbeing benefits, paid time off, paid parental leave, and several paid holidays, among others. Pay Range: Expected Salary range depending on experience: $225,000-$250,000, not including year end profit sharing bonus.

Enterprise Account Executive - Financial Services

Anaplan New York, NY

At Anaplan, we are a team of innovators who are focused on optimizing business decision-making through our leading scenario planning and analysis platform so our customers can outpace their competitio

Senior Vice President, Financial Planning, Wealth Services

BNY New York, NY

Job Title:Senior Vice President,Senior Vice President, Financial Planning ...

Assurance Manager [Financial Services Group]

CohnReznick LLP New York, NY

As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that

Senior Vice President, Financial Planning, Wealth Services

BNY New York, NY

Job Title: Senior Vice President, Senior Vice President, Financial Planning At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere. We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. This is what #LifeAtBNY is all about. Position Summary: Works closely with advisors and their clients to understand their financial situation through financial assessments, assists in creating personalized financial plans, and provides guidance on a broad array of complex investment services & solutions, to help clients achieve their overall financial objectives. In this role, you’ll make an impact in the following ways: Independently evaluates new business opportunities and client prospects, focusing on responsible business growth that is compliant, of acceptable risk and profitable. Serves in a consultative role to prospects, advising UHNW and HNW parties on the best way to achieve their short- and long- term strategic objectives through the firm's solutions and partner networks. Ensuring that all of BNY Pershing Wealth practices are delivered to our enrolled clients, including creating and maintain comprehensive financial plans. Subject matter expert on all financial planning topics which impact clients including cash flow, retirement, lifecycle goals, succession planning, tax strategies etc. Will work with teams on opportunities sourced by other functional team members. Ensure all team members adhere to all policies, procedures and regulations. Timely completion of all team assigned tasks is required. Continuous learning is expected. Serves as a role model, and mentor, (and is accountable for) training less-experienced team members. To be successful in this role, we’re seeking the following: Education: Bachelor’s degree in business, finance, accounting or related field Experience: CFP certification required FINRA Series 7 and 66 7-10 years experience in the financial industry At BNY, our inclusive culture speaks for itself. Here’s a few of our awards: · Fortune World’s Most Admired Companies & Top 20 for Diversity and Inclusion · Bloomberg’s Gender Equality Index (GEI) · Best Places to Work for Disability Inclusion, Disability: IN – 100% score · 100 Best Workplaces for Innovators, Fast Company · Human Rights Campaign Foundation, 100% score Corporate Equality Index · CDP’s Climate Change ‘A List’ Our Benefits: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals with Disabilities/Protected Veterans. Our ambition is to build the best global team – one that is representative and inclusive of the diverse talent, clients and communities we work with and serve – and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $100,000 and $221,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

Analyst - Financial Services

Baringa New York, NY

Analyst - Financial Services About Baringa: We set out to build the world's most trusted consulting firm - creating lasting impact for clients and pioneering a positive, people-first way of working. We work with everyone from FTSE 100 names to bright new start-ups, in every sector. You'll find us collaborating shoulder-to-shoulder with our clients, from the big picture right down to the detail: helping them define their strategy, deliver complex change, spot the right commercial opportunities, manage risk, or bring their purpose and sustainability goals to life. Our clients love how we get to know what makes their organisations tick - slotting seamlessly into their teams and being proudly geeky about solving their challenges. As a Certified B Corporation®, we've proven that we've built social and environmental good into every bit of what we do. We have hubs in Europe, the US, Asia and Australia, and we work all around the world - from a wind farm in Wyoming to a boardroom in Berlin. Find us wherever there's a challenge to be tackled and an impact to be made. What you will be doing As an analyst you will gain an understanding of the consulting business model as well as valuable experience on aspects of the consulting project lifecycle, business analysis and client engagement techniques.You will be part of a high calibre consulting team working alongside industry specialists, and other consultants on project engagements. Our clients include global retail and commercial banks and asset managers to leading consumer products manufacturers. Project locations will be wide ranging and in addition to New York will include on-site client engagement across North America, and with opportunity for further travel for those that seek it. Your skills and experience As part of the continued growth and development of our Financial Services consulting business, we are looking for individuals who are interested in delivery and advisory in all or some of the following areas: Process Improvement Project Management People and Culture Management Change Management Business and IT transformation Data strategy, architecture, and management Agile delivery What a career at Baringa will give you Putting People First. Baringa is a People First company and wellbeing is at the forefront of our culture. We recognize the importance of work-life balance and flexible working and provide our staff amazing benefits. Some of these benefits include: Salary range: $85,000 - $95,000 Medical, dental, and vision insurance at no cost for employee-only coverage. These benefits utilize comprehensive networks to offer coverage throughout the United States Company-paid group term life, short-term disability, long-term disability, and travel insurance Participation in our 401k retirement plan; we contribute 3% of your annual base salary and match up to an additional 2% if you contribute to the plan Ability to set aside pre-tax dollars toward commuter benefits, Health Savings Account, Flexible Spending Account, and Dep-care FSA Baringa People Fund - an opportunity for every employee to manage their wellbeing through an activity of their choice outside of work Paid Parental leave of 16 weeks for primary caregivers Opportunities to grow your skills and knowledge through a range of learning courses and resources Five weeks' annual leave, with an additional two-week recharge after five years Diversity and Inclusion. We are proud to be an Equal Opportunity Employer. We believe that creating an environment where everyone feels a sense of belonging is central to our culture and that diversity is paramount to driving creativity, innovation, and value for our clients and for our people. An award-winning workplace. You can be a part of our 'Great Place to Work' - with our commitment to women and well-being in the workplace for all. Click here to see some of our recent awards and how we've achieved this. Using business as a force for good. At Baringa we believe that everyone creates a lasting impact when you put people - customers, employees, investors, suppliers, and society - first. Our B Corp™ certification shows that we've met and held ourselves accountable to high standards of social and environmental performance and transparency. Our award-winning people-first philosophy makes us distinctive - Be Kind. Be Curious. Be Great at Work. We're proud of our recent exploration of kindness and its role in business in our first-ever brand campaign: Economics of Kindness. You can see some additional recent impact work by clicking here. Join us All applications will receive consideration for employment without regard to race, ethnicity, religion, gender, gender identity or expression, sexual orientation, nationality, disability, age, faith or social background. We do not filter applications by university background and encourage those who have taken alternative educational and career paths to apply. We would like to actively encourage applications from those who identify with less represented and minority groups. We operate an inclusive recruitment process, ensuring reasonable adjustments where needed. Please contact a member of our Recruitment Team to discuss further.

New Financial Services Trainee Openings in New York – Apply Now!

New York

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Financial Services

New York Times New York, NY

Fin'l Srvcs: Morgan Stanley Smith Barney LLC is hiring for the following roles throughout facilities in NY, NY: Assistant Vice President, Corp. & Institutional Solutions to assist in tech platform development efforts (3246818, salary range $135,000 to $135,000). Director, Business Analysis to partner with cross-functional business unit executives to communicate requirements, status, and escalate & resolve issues as appropriate (3258331, salary range $130,000 to $130,000). All positions require relevant degree and/or experience and/or skills. Multiple open positions at various professional levels. For more information and to apply online, visit us at https://ms.taleo.net/careersection/2/jobsearch.ftl?lang=en . Scroll down to the "Join our team" heading and search for these opportunities. No calls please. EOE #J-18808-Ljbffr

Columbus, OH

Posted 139 days ago

Technology

Job Description

Job Description Job Description Looking for an OFSAA (Oracle Financial Services Analytical Applications) consultant for a 6-month contract to hire and Hybrid( 3 days onsite and 2 days remote). role Candidates must report to either: Detroit, MI, Columbus, OH, or Minneapolis, MN.

Basic Qualifications:

3+years supporting OFSAA 8.0.6 and OFSAA 8.1

Modules: FTP, PFT, ALM, Reg Reporting, FSBF (DIH-Tool within the application would be nice) Basic Unix/Linux scripting experience ETL, PL/SQL programming experience SQL Developer, Toad experience Bachelor's degree 5+ years Data Warehouse experience 5+ years of application development and implementation experience. Powered by JazzHR I5MMhyStZK