Financial analyst jobs in Middletown, New JerseyCreate job alerts

Job DescriptionDescription: Would you like to join a growing, member-owned, not-for-profit financial institution that is one of the Best of the Best in Monmouth and Ocean County per the Asbury Park Press Readers' Choice Awards? We have refreshed our brand, and our CEO and Leadership Team are focused on the well-being of our Employees and the enrichment of the work environment! If this appeals to you and you would like to be part of a "Winning Team", then please consider applying for the Business Data Analyst Part Time position at First Atlantic Federal Credit Union. Who we are: Around here we do things differently. Maybe it's the ocean breeze. Or the music. Or the fact that we've been a part of the landscape for over 85 years. Around here we put our members first. Always have and always will. At First Atlantic, local is more than a saying. It's knowing that when our community thrives, we all thrive. Our continued mission is to support our members and deliver the best value in financial services. It's where trust and tradition meet innovation and versatility, and the community is paramount. First Atlantic is headquartered in Eatontown, New Jersey, with branches in Eatontown, Neptune, Oceanport, and Toms River. Anyone who lives, works, worships, volunteers, or attends school in Middlesex, Monmouth or Ocean counties is eligible to join. Family members of a First Atlantic member can also belong. What we are looking for: We are seeking an ONSITE Business Data Analyst Part Time to live out our Mission and Vision by working directly with the Controller to provide exceptional customer service to internal and external members. In addition, computes, classifies, records, and verifies numerical data for use in maintaining accounting records by performing the following duties. Position Summary The Business Data Analyst Part Time position is to provide financial, credit and risk analysis with respective reporting in support of all departments within the organization. In addition, this position will manage audit support requests and be the liaison for external audits and reviews. The Financial Analyst / Business Data Manager evaluates credit union's data, as well as competitor and industry data, to identify opportunities to improve our market position and growth. Analyze historical and current financial data to understand the company's financial position. Review trends for monthly closings and report on variances. Prepare regular Financial Highlights and Management Discussion & Analysis (MD&A) for the financial packages. Lead on Asset Liability Management review to ensure accuracy of date and timely processing/reporting. Perform Peer Performance Reviews and evaluate results against Peer benchmarks. Prepare Monthly Concentration Risk review file and timely report findings to Management. Monthly review and reporting on the loan portfolio to identify and evaluate any potential risk concerns and/or issues and recommend strategy to mitigate such risk(s). Quarterly Credit Score Review and subsequent adjustments to reduce credit lines, as needed. Regular review of Indirect Dealers performance/watchlist; includes processing the dealer fee calculations and finalizing subsequent payments to the dealers, after review and approval. Provide support to Business Development/Small Business with the review of business financials and credit memos prepared for a potential business loan. Strong organizational and multitasking skills with ability to balance competing priorities. Responsible for developing and managing a data system(s) that consolidates data from other sources. Utilize tools to analyze data and provide actionable predictive information to empower Credit Union management to make informed business decisions and identify emerging trends. Evaluates data and presents analytics to the Marketing and Management Teams to collaborate on strategic marketing initiatives and tactical actions plans. The manager will organize and present data with an understanding of the business environment, business processes, and the insights into the business needs. This role will design, build and manage all data and processes necessary to support operational and marketing analytics; simplify and advance the current reporting platform; provide data capabilities; and continuously identify processes to automate/eliminate by applying business process improvements, wherever possible. Evaluates credit union's data, as well as competitor and industry data, to identify opportunities to improve our market position and growth. EDUCATION and/or EXPERIENCE Bachelor's degree from four-year college or university in information systems, computer science, data science, business administration or a related field that provides insight into business processes and organizational operations. Must have knowledge and understanding of data architecture, database design, data mining, data visualization. Minimum 3-5 years of experience as BI/Data Analyst required, preferably in a financial organization MUST have at least 2 years' experience in Power BI knowledge and Advanced knowledge of Excel analytics; statistical analysis, survey tools, and research techniques. High degree of proficiency utilizing all Microsoft Office products. Must also possess effective communication and presentation skills with critical thinking skills and superior problem resolution. Requirements: Qualifications MUST LIVE WITHIN COMMUTING DISTANCE OF EATONTOWN,NJ MUST BE ELIGIBLE TO WORK IN THE US WITHOUT SPONORSHIP Proficient in Microsoft Office, Excel Excellent oral and written communication skills Ability to work effectively in a fast-paced, changing working environment Excellent analytical skills EDUCATION and/or EXPERIENCE Bachelor's degree from four-year college or university (B. A.) in Finance, Accounting, or Economics. 2+ years of experience, preferably in banking/financial institution; or equivalent combination of education and experience. A minimum of 2 years experience using BI Understanding of Generally Accepted Accounting Principles Proven proficiency in spreadsheets, databases and financial software applications Excellent reporting, presenting and communication skills Strong analytical and organizational skills Prior experience in financial institutions Please note this position is a Part Time Temporary Role with potential to become a regular part time employee.

Job Description A well-established and growing organization is seeking an Oracle EPM Administrator / Financial Systems Analyst to support and enhance its enterprise financial systems environment. This role will serve as a key liaison between Finance and IT, helping to administer Oracle Cloud EPM applications, maintain critical integrations, support reporting needs, and drive continuous process improvements across budgeting, forecasting, consolidation, and financial reporting functions. This is an excellent opportunity for someone who enjoys a blend of technical and functional responsibilities and wants to play a visible role in the evolution of an organization's financial systems landscape. Responsibilities • Administer and maintain Oracle Cloud EPM applications, including user security, role assignments, and access management., • Support and troubleshoot data integrations, mappings, data loads, and scheduled processes., • Partner with Finance, Accounting, FP& A, and Reporting teams to ensure accurate and timely movement of financial data across systems., • Monitor, validate, and improve data quality, system performance, and reporting accuracy., • Develop and maintain financial reports, dashboards, and reporting solutions involving complex hierarchies and multidimensional data., • Lead initiatives to streamline business processes, reduce manual effort, and improve operational efficiency through technology., • Troubleshoot inbound and outbound data interfaces and identify root causes of system issues., • Create and maintain system documentation, process flows, data models, and support materials., • Assist with system upgrades, patches, testing efforts, and application support activities., • Provide backup support for Oracle Fusion Cloud ERP applications as needed. Qualifications • Bachelor's degree in Accounting, Finance, Information Technology, or a related field, or equivalent professional experience., • 3+ years of experience supporting Financial Systems, EPM, Corporate Finance, FP& A, or Accounting environments., • Hands-on experience with Oracle Cloud EPM applications such as:, • EPBCS/PBCS, • FCCS, • ARCS, • EDMCS, • Smart View, • Financial Reporting Studio (FRS), • Candidates with comparable Oracle Hyperion experience are strongly encouraged to apply., • Strong understanding of budgeting, forecasting, financial close, consolidations, and financial reporting processes., • Experience supporting data integrations, data governance, and validation processes., • Excellent troubleshooting, analytical, and problem-solving skills., • Strong communication and stakeholder management abilities., • Experience creating process documentation using tools such as Microsoft Office, Visio, or Smartsheet.

Job Description Technical Business Analyst Financial Systems My name is Bill Stevens, and I have a new six month plus contract to hire Technical Business Analyst opportunity available for a major firm located in Holmdel, New Jersey that could be of interest to you, please review my specification below. The work week schedule will be hybrid, three days a week in the firms Holmdel, New Jersey office, and two days remote. The ideal candidate should also possess a green card or be of citizenship. No Visa entanglements and no H1-B holding company submittals. This position pays $70.00 per hour on a w-2 hourly basis or $77.00 per hour on a Corp basis. The Corp rate is for independent contractors only and not third-party firms. No Visa entanglements and no H1-B holding companies. The firm is seeking a highly analytical and detail-oriented Technical Business Analyst (TBA) to support the firms Investments Data Platform initiatives. This role partners closely with Product Manager/Product Owner, and business stakeholders to capture, analyze, and translate complex investment data requirements into scalable technology solutions. The ideal candidate will have hands-on experience working with investment data (holdings, trades, securities, ratings, cash flows) and will play a key role in driving data integration, automation, and reporting capabilities across the platform. Responsibilities: Investment Data Requirements & Analysis: Collaborate with Product Manager/Product Owner, portfolio teams, risk, and operations stakeholders to gather and document business requirements Translate investment workflows into functional specifications, data mappings, and system requirements Analyze datasets such as holdings, trades, issuer/security master, pricing, and ratings data to support solution design Understand upstream/downstream dependencies across data pipelines and reporting systems Data Analysis & Data Quality: Perform detailed data profiling, reconciliation, and validation across multiple systems (e.g., source files, data platforms, reporting tools) Identify and resolve data quality issues, breaks, and inconsistencies Define and document business rules, transformations, and validation checks Support data lineage and traceability across ingestion to consumption layers Jira, Agile Delivery & Backlog Management: Create and manage Jira features, epics, and user stories aligned to investment data initiatives Break down requirements into granular, testable stories with clear acceptance criteria Participate in backlog refinement, planning, and prioritization with Product and Engineering teams Ensure traceability between business requirements, technical design, and delivery artifacts Requirement Refinement & Cross-Team Collaboration: Continuously refine requirements through iteration, stakeholder feedback, and technical feasibility discussions Collaborate with data engineers, platform teams, and architects to ensure alignment with system design Work closely with QA teams to define test scenarios and ensure requirements are correctly implemented Act as a bridge between business and technical teams, ensuring shared understanding Testing & UAT (User Acceptance Testing): Define and execute UAT test cases aligned with investment workflows and data outputs Validate end-to-end flows (e.g., data ingestion, transformation and reporting) Coordinate with business users to ensure functional completeness and accuracy Log and track defects, and support resolution through to closure Delivery & Stakeholder Communication: Provide regular updates on feature progress, risks, and dependencies Support release validation and production rollout activities Ensure delivered solutions meet business expectations and data accuracy standards Contribute to continuous improvement of data platform processes and automation Required Qualifications: Bachelor’s degree in Finance, Computer Science, Information Systems, or related field 5+ years of experience as a Technical Business Analyst in investment, asset management, or financial services domain Strong understanding of investment data concepts (e.g., securities, trades, portfolios, asset classes, ratings) Hands-on experience with Jira (features, epics, user stories, backlog management) Strong data analysis skills using SQL, Excel, or similar tools Experience working in Agile/Scrum delivery environments Preferred Qualifications: Experience with investment data platforms, data lakes, or warehouse architectures Familiarity with tools such as Neoxam data hub, Databricks, Python, or cloud data platforms (Azure/AWS) Experience with data ingestion frameworks, ETL/ELT pipelines, and API integrations Knowledge of private placements, fixed income, or insurance investment portfolios Exposure to enterprise platforms

Job DescriptionWe are seeking an experienced financial advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Apply now!Compensation: $95,000 - $250,000 commission based Responsibilities: • Create customized financial plans suitable for each client based on potential life changes and changing financial needs, • Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects, • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products, • Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations Qualifications: • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed, • Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential, • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial, • CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required, • Bachelor’s degree in business administration, finance, or related field is required About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life’s ups and downs. Our products help individuals plan for the future with confidence. You’ll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions. We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you’re looking for a role with structured support and professional growth opportunities, we’d love to connect with you.

Demonstrated experience in investment strategy and advisory, particularly within embedded finance contexts. Familiarity with digital finance platforms and emerging fintech trends in the Asian market. Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare

Preferred Skills You are comfortable interpreting financial and business information, preparing clear written materials, presenting insights to stakeholders, and solving practical problems in a fast-paced environment. Hovnanian is seeking a highly analytical Financial Analyst to join our Corporate T

The Financial Analyst partners closely with Expense Management, Product, Pricing, and senior leadership to deliver actionable insights, enhance expense transparency, and support business decision-making. This role combines executive reporting, operational rigor, and forward-looking analytics to infl

Qualifications: Fluency in English (native or bilingual level) Detail-oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management A current, in progress, or completed Master's and/or PhD is preferred but not required. Enjo

Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial

Contribute to reporting, compliance, and performance measurement activities related to the company’s financial transactions, including building and updating detailed financial models. Hovnanian is seeking a highly analytical Financial Analyst to join our Corporate Treasury team. In addition to mea

Demo Account is seeking an Accountant to perform accounting and analysis for investment and derivative portfolios, prepare financial reports, journal entries, and reconcile ledgers.

The Business and Financial Analyst provides professional business support and takes ownership of simple to moderately complex assignments. Business and Financial Analyst Concurrent Technologies Corporation Remote Minimum Clearance Required: None Clearance Level Must Be Able to Obtain: Secret Emp

Hovnanian is seeking a highly analytical Financial Analyst to join our Corporate Treasury team. Contribute to reporting, compliance, and performance measurement activities related to the company’s financial transactions, including building and updating detailed financial models. Review and analyze

As a Financial Analyst, you will be responsible for analyzing customer financial performance, identifying risks to revenue and margin, and ensuring contractual commitments are accurately reflected in billing, rebate, and collection activities. As a Financial Analyst specializing in customer profitab

About Mercor’s talent network Join our Financial Analyst Expert Network to connect with leading AI labs and companies seeking your expertise. What we're looking for: - Professional experience in financial modeling & forecasting, financial statement analysis, budgeting & variance analysis - Str

Deliver personalized, actionable financial guidance spanning budgeting, investment planning, retirement strategies, and debt management. Review and assess realistic client scenarios to inform the development of advanced AI-assisted financial planning tools. Communicate complex financial concepts in

This is a newly created, full-scope role for an experienced construction/real estate accounting professional, ideally a licensed CPA, who can own day-to-day bookkeeping, cash management, recurring financial reporting, and light tax filing work across multiple entities. Experience preparing bank reco

This would involve managing stakeholders from various teams, from Network, Firewall, Datacentre, Servers, VM's, Engineering teams, Application teams.SWIFT knowledge would be advantageous.They would need strong project management skills, communication and reporting skills, and able to drive the proje

Key Responsibilities General Ledger & Corporate Accounting + Oversee all aspects of the general ledger, including journal entries, accruals, and account reconciliations + Ensure the accuracy and completeness of monthly, quarterly, and annual financial statements + Manage corporate-level accounti

As a business analyst, you will join a client service team and take ownership of a workstream to solve some of the toughest challenges our clients face.

Prepare and present financial and performance reports, including cost-to-complete and earned value metrics. Prepare and present financial and performance reports, including cost-to-complete and earned value metrics.

Manage planning and scheduling construction activities related to Utility construction projects Coordinate with field crews, subcontractors, suppliers, and utility clients to support daily operations.Monitor project progress, budget status, and time Project Manager, Manager, Project Management, Cons

Responsible for maintaining and analyzing financial records and ensuring accuracy in accounting transactions. Supports financial, FAR, and SOX audits by providing requested documentation and assisting with audit inquiries.

Preparation of monthly reporting package to the senior management and as part of this responsibility needs to ensure that the consolidated financial statements are accurate, complete and in compliance with GAAP.

Business Analyst Genesys Contact Centre - ONSITE.

Responsibilities include accurate transaction processing and a consultative sales approach to meet financial needs with HVCU products.

Analysts will work closely with 5-6 Project Managers in preparation of 2 monthly meetings, the Financial Review and Accrual Review. Relevant work experience including financial analysis, accounting, and financial reporting required. This position is responsible for supporting the Transmission portfo

Project Manager Structural Engineer.Colliers Engineering & Design is currently seeking a well-rounded, highly motivated engineer who is already a Project Manager, or ready to become one, to join our Holmdel, NJ Structural team, working on civil, marine, and amusement design projects.Our structural g

The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. The ideal candidate has strong B2B sales experience in retirement or financial services, excellent communicatio

Analysts will work closely with 5-6 Project Managers in preparation of 2 monthly meetings, the Financial Review and Accrual Review. Relevant work experience including financial analysis, accounting, and financial reporting required. This position is responsible for supporting the Transmission portfo

Prepare and present financial and performance reports, including cost-to-complete and earned value metrics.

This manager position is responsible for the safe and successful completion of capital projects in the Transmission Portfolio and/or Distribution projects with regards to scope, schedule and cost.This position oversees project management function and manages both internal and external project manage

Joining Nucor means becoming part of North America's largest steel and steel products manufacturer, offering unmatched career opportunities and stability.We are known for our innovative sustainability practices and are the continent's largest recycler.Our vibrant culture, built on personal connectio

What part will you play? If you're looking for a place where you can make a meaningful difference, you've found it.The work we do at Markel gives people the confidence to move forward and seize opportunities, and you'll find your fit amongst our global community of optimists and problem-solvers.We'r

Business Configuration Analyst. As a Business Configuration Analyst, you will be hands-on with FAST platform configuration, working closely with a strong Product Owner to build out new business processes, policy administration workflows, and distribution management capabilities specifically designed

Overview New Jersey Wealth Partners is looking for an experienced financial professional in the Holmdel area that is interested in working with an existing book of clients.

Day-to-day tasks include building a book of business, meeting with clients to understand their financial goals, developing personalized financial plans, and providing ongoing support and advice to help clients achieve financial success utilizing our exclusive financial planning platform, The Living

Role Highlights Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strat

About 1847Financial 1847Financial is a financial services firm focused on helping individuals, families, and business owners build and protect wealth through personalized financial strategies. Financial is seeking an experienced Associate Financial Advisor to join our Red Bank, New Jersey office. Ke

TE Connectivity Corporation in Middletown, NJ seeks an FP&A and Commercial Finance Analyst to provide cross regional data analysis with a focus on Commercial and Opex.