Portfolio Analyst Salary at Artha Inc BETA

Duties and Responsibilities Monitor productivity of labor force utilizing the workforce management system, reporting, and dashboards while providing feedback to operating divisions and managers on where over scheduling as well as under scheduling. Responsible for running daily financial reports. Build productive relationships with key partners across various fields such as Ops Finance, Revenue Planning, and Financial Reporting. Develop an understanding of the business through objective financial analysis and proactively share insights with partners and leadership. Evaluate current processes, make recommendations for improvements, and implement those improvements. Skills and Qualifications 1+ years of experience in financial analysis or related field. Experience with internal financial and accounting processes including LTP, Monthly Forecasts, and Month-End/Quarter-End Close. Exceptional partnering and relationship-building skills across various areas and levels. Ability to simplify com

Since 1869 we've connected people through food they love. We're proud to be stewards of amazing brands that people trust. Our portfolio includes the iconic Campbell's brand, as well as Michael Angelo's, noosa, Pace, Pacific Foods, Prego, Rao's Homemade, Swanson, and V8. In our Snacks division, we have brands like Cape Cod, Goldfish, Kettle Brand, Lance, Late July, Pepperidge Farm, Snack Factory, and Snyder's of Hanover. Here, you will make a difference every day. You will be supported to build a rewarding career with opportunities to grow, innovate and inspire. Make history with us. Why Campbell's... Benefits begin on day one and include medical, dental, short and long-term disability, AD&D, and life insurance (for individual, families, and domestic partners). Employees are eligible for our matching 401(k) plan and can enroll on the first day of employment with immediate vesting. Campbell's offers unlimited sick time along with paid time off and holiday pay. If in WHQ - free access to

Overview: Provide exceptional credit support to the Commercial Lending team, CCO, Credit Officer and Credit Manager by preparing analyses and credit approval presentations. Responsibilities: The following is a list of essential functions, which may be subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function. Work with Credit Manager, Credit Officer and CCO to ensure consistent and accurate credit analysis and loan presentations. Prepare financial statement spreads and perform comprehensive analysis of cash flow Evaluate individual personal financial statements, tax returns, and prepare global cash flows Verify compliance with credit policy, applicable regulations and lending procedures Conduct industry and market analysis to identify risks and risk mitigating factors Prepare analysis and approval memo for more complex loan requests, reviews and renewals. When appropriate, recommend actions such as appr

NexWealth, a registered investment advisor and multi-family office, is offering an exciting and challenging opportunity for a junior analyst to work alongside with firm executives to provide all aspects of client servicing to our high-net-worth clients. This individual will gain exposure to areas including asset allocation, portfolio analytics, reporting, trust and estate planning and compliance. This individual must possess the following traits: strong eye for detail, professional demeanor, quick learner, adaptive, team player, can multitask, strong work ethic, excellent oral and written communication skills, and comfort with client interaction. Qualifications - Bachelor’s degree in finance, economics, or a related field with high GPA - Interest in finance, portfolio analysis, statistics and technology - Minimum 2-year experience in financial services industry - Strong attention to detail while working at a fast pace - Strong fluency with Excel formulas, PowerQuery and functions - Pro

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. CBIZ strives to be our team members’ employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial ser

Since 1869 we've connected people through food they love. We're proud to be stewards of amazing brands that people trust. Our portfolio includes the iconic Campbell's brand, as well as Michael Angelo's, noosa, Pace, Pacific Foods, Prego, Rao's Homemade, Swanson, and V8. In our Snacks division, we have brands like Cape Cod, Goldfish, Kettle Brand, Lance, Late July, Pepperidge Farm, Snack Factory, and Snyder's of Hanover. Here, you will make a difference every day. You will be supported to build a rewarding career with opportunities to grow, innovate and inspire. Make history with us. Why Campbell's... Benefits begin on day one and include medical, dental, short and long-term disability, AD&D, and life insurance (for individual, families, and domestic partners). Employees are eligible for our matching 401(k) plan and can enroll on the first day of employment with immediate vesting. Campbell's offers unlimited sick time along with paid time off and holiday pay. If in WHQ - free access to

CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. CBIZ strives to be our team members’ employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial ser

Sr. Finance Analyst (Remote) Job ID 190094 Posted 23-Oct-2024 Service line GWS Segment Role type Full-time Areas of Interest Accounting/Finance Location(s) Redmond - Washington - United States of America, Remote - US - Remote - US - United States of America **About the role** As a CBRE Finance Sr. Analyst, youll apply advanced cash and accrual accounting fundamentals to prepare, evaluate, maintain, and deliver complete and accurate financial reports for a complex portfolio of CBRE clients and properties. This job is part of the Financial Strategy and Operations job function. They are responsible for maintaining accounting, financial, and reporting policies and controls. **What youll do** + Complete intermediate to advanced-level accounting transactions in preparation for client financial statement packages. + Create and post journal entries and ensure that all expenses, receipts, owner's distributions, funding requests, and other transactions for the accounting period have been accurat