Business Financial Analyst

Job not on LinkedIn

🔥 2 minutes ago

Where this job comes from

Posted on Paradigm Information Services, Inc.'s careers page ↗Paradigm Information Services, Inc.'s careers page, not through a job board

First seen by Remote Rocketship 2 minutes ago

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Logo of Paradigm Information Services, Inc.

Paradigm Information Services, Inc.

51 - 200 employees

Founded 1993

💼 Consulting

📣 Marketing

📦 Logistics

Consulting • Marketing • Logistics

Paradigm Information Services, Inc. is an established, certified women-owned staffing firm that specializes in providing staffing solutions for companies in the tech sector. The company identifies and places top talent including content developers, creative designers, engineers, project managers, marketers, and support staff in various technical industries such as microelectronics, legal services, medical devices, information technology, and hardware and software services. Paradigm prides itself on building lasting relationships with both clients and consultants, ensuring ongoing satisfaction and successful placements. Their commitment extends to promoting diversity, equity, and inclusion in the tech community through partnerships and community events.

📋 Description

• Analyze securities, financial instruments, trading activity, and transaction data to support settlement calculations and claims administration • Review SEC filings and other financial documentation as needed • Review and interpret Plans of Allocation • Translate settlement requirements into business rules, functional specifications, and calculation requirements • Investigate complex, high-value, potentially fraudulent, or invalid claims • Review supporting documentation, transaction histories, and financial records to verify accuracy and eligibility • Develop and maintain functional requirements, technical specifications, data mappings, and procedural documentation • Support electronic filing processes, including data submission requirements for institutional filers • Use Excel, SQL, and relational databases to query, analyze, reconcile, and validate financial and transactional data • Identify discrepancies and ensure data meets business requirements • Lead or participate in testing and validating calculation modules • Serve as a liaison between business and technical teams to communicate requirements, resolve issues, and support project execution • Provide guidance on financial data, claim deficiencies, institutional filer requirements, and settlement calculations • Share expertise and provide guidance to less experienced Business Analysts • Maintain accurate project documentation and record time against assigned project activities

🎯 Requirements

• Bachelor's degree in Finance, Economics, Accounting, Business, Information Systems, or a related field • Minimum of 3 years of experience as a Business Analyst, Data Analyst, Financial Analyst, Process Specialist, or similar analytical role • Experience working with financial data, securities, investment products, or complex transactional data • Experience gathering, analyzing, and documenting business requirements and translating them into functional specifications • Proficiency in Microsoft Excel, including the ability to analyze and manipulate large data sets • Experience with relational databases and the ability to write and interpret moderately complex SQL queries • Understanding of data modeling, data organization, and mapping external data sets to relational database structures • Strong analytical, problem-solving, and critical-thinking skills with excellent attention to detail • Excellent written and verbal communication skills, including the ability to explain complex information to both technical and nontechnical audiences • Ability to manage multiple priorities, work independently, and meet deadlines in a fast-paced environment • Preferred: Experience in financial services, investment banking, brokerage operations, securities administration, or related industries • Preferred: Experience with securities class action settlements, antitrust settlements, or claims administration • Preferred: Familiarity with Plans of Allocation, settlement calculations, or financial reconciliation processes • Preferred: Experience with SQL Server or Oracle databases • Preferred: Experience reviewing institutional securities transactions, trading histories, or supporting financial documentation • Preferred: Experience testing and validating financial calculations or business applications

🏖️ Benefits

• Medical insurance • Dental insurance • Vision insurance • Life insurance • 401(k) • PTO • Sick leave / sick days

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