Financial Analyst III - Trust & Fund Management
City of Houston
Position Overview Applications accepted from: ALL PERSONS INTERESTED Division Financial Reporting & Operations Reporting Location 611 Walker St. Workdays & Hours MONDAY – FRIDAY 8:00 AM – 5:00 PM *Subject to Change* Description Of Duties/Essential Functions The Financial Analyst functions are designed to meet the strategic and operational objectives of the department. Under the guidance of division management and senior staff members, the successful applicant will work as primary support to management in the Trusts and Funds Management Section of the Financial Reporting & Operations Division (FRO). Trust & Funds Management Coordinates the development, implementation, and monitoring of various financial activities, policies, and procedures to effectively manage the accounting and reporting of all City of Houston Local Government Corporations (LGCs), Component Units (CUs), and applicable nonprofit agencies. Performs professional financial analysis and reconciliations, such as monitoring and analyzing the financial and audit reports for the LGCs and/or CUs. Analysis includes metrics such as, but not limited to, revenues and expenses; monitoring and reporting on financial trends, revenue, debt capacity, and operating and capital asset trends. Assist in daily administrative tasks related to management of trust funds, the City’s deferred compensation plan, and other programs as assigned by management. Compile data and produce reports and presentations using Microsoft publishing tools. Assist with reconciling financial and accounting data Develop and update administrative procedures, as needed. Coordinate and conduct special long-term and short-term projects. Perform other duties as requested Working Conditions This position is physically comfortable; the individual has discretion about walking, standing, etc. There are no major sources of discomfort in a normal office environment. Minimum Requirements Education Requirements Requires a Bachelor’s degree in Finance, Accounting, Business Administration or a closely related field. Experience Requirements Four years of professional experience in finance, economics, budget analysis or a closely related area are required. Experience cannot be substituted for the Bachelor’s degree requirement. A Master's degree in Finance, Accounting, Business Administration or a closely related field may be substituted for two years of the above experience requirement. License Requirements None Preferences Preferences Will Be Given To Candidates With knowledge of Generally Accepted Accounting Principles (GAAP) and Governmental Accounting Standards Board (GASB) pronouncements. Demonstrates abilities in handling various projects simultaneously. Work is substantially complex and varied and requires the interpretation of technical and detailed guidelines, policies, and procedures in combination. Analytical ability is necessary to gather and interpret data effectively. Ability to provide solutions and suggestions to problems. Ability to conduct forecasting analyses. Ability to analyze and evaluate complex accounting and financial reporting. Makes every effort to analyze and report inaccuracies in a timely manner. Preference shall be given to eligible veteran applicants provided such persons possess the qualifications necessary for competent discharge of the duties involved in the position applied for, such persons are among the most qualified candidates for the position, and all other factors in accordance with Executive Order 1-6.** General Information Selection / Skills Tests Required Department may administer skills assessment test Safety Impact Position No Salary Information Factors used in determining the salary offered include the candidate’s qualifications as well as the pay rates of other employees in this classification. Pay Grade 21 EOE Equal Opportunity Employer The City of Houston is committed to recruiting and retaining a diverse workforce and providing a work environment that is free from discrimination and harassment based upon any legally protected status or protected characteristic, including but not limited to an individual's sex, race, color, ethnicity, national origin, age, religion, disability, sexual orientation, genetic information, veteran status, gender identity, or pregnancy. #J-18808-Ljbffr City of Houston
- City of Houston seeks a Financial Analyst to support the Trusts and Funds Management section within the Financial Reporting & Operations Division. You will assist management in policy development, perform professional financial analysis, and help prepare reports for LGCs...Suggested
$2,275.77 - $2,744.5 per month
...accepted from: ALL PERSONS INTERESTED Service Line/Section: Financial Management Services (FMS)/Fiscal Services Reporting Location: 611... ...This is a Houston Public Works Department Position at the Tier III Level. MINIMUM REQUIREMENTS EDUCATIONAL REQUIREMENTS...SuggestedDaily paidFull timeWork at officeRemote workMonday to FridayFlexible hours$140k - $180k
...is our people. Operating as trusted partners to our clients, we deliver... ...are seeking an experienced Management Company Director to join our... ...managing all accounting and financial reporting activities for our... ...managers launching their first fund, in an environment where only...SuggestedWork at officeLocal areaWorldwide$85k - $160k
Business Unit:Financial And Valuation AdvisoryIndustry:Portfolio... ...approach rooted in trust, the firm provides... ...Portfolio Valuation and Fund Advisory Services, Real... ...companies, among other asset managers, and we advise them on... ...Experienced Financial Analyst or Associate based in...SuggestedFull timeWork at officeWorldwide- ...associates. Develops and maintains complex financial models that accurately project and reflect business performance. Manages Financial-modeling projects such as complex... ..., and processes. Financial Analyst III JOB RESPONSIBILITIES Assist in...Suggested
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$2,953.28 - $3,300 per month
...Public Works Division: Financial Management Services (FMS) Opening Date... ...Budget Group Financial Analyst IV provides analytical support... ...medium complexity, including funding variances, trend changes, and... ...Works position at the Tier III Level MINIMUM REQUIREMENTS...Full timeLocal areaRemote workMonday to FridayFlexible hoursNight shiftAfternoon shift- ...Financial Management Services Budget Group Financial Analyst IV Applications accepted from: All Persons Interested Service... ...of medium complexity, including funding variances, trend changes, and forecasting... ...Works position at the Tier III Level. Minimum Requirements...Remote workMonday to FridayFlexible hours
$80k - $95k
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- Stellantis Financial Services is seeking a QC Analyst to audit state changes, releases, collateral management, and post funding processes for retail and lease portfolios. The role ensures adherence to policies, regulatory guidelines, and quality standards. Ideal candidates...
- ...alternative application process. Financial Planning and Analysis Analyst Full Time Professional... ...billion of capital under management. Main Street primarily... ...acquired by a private equity fund. Main Street's portfolio... ...publicly-traded companies. Trust, friendliness,...Full timeTemporary workWork at officeImmediate start
- ...you come in. UTHealth Houston is seeking a Financial Care Coordinator III to serve as a senior financial counseling expert and trusted resource for patients with complex... ...regulatory needs. In this role, you will manage high-risk financial cases, provide advanced...Full timeFor contractors
- ...Head of Investor Relations, Credit Fund About the Company Globally-recognized... ...Employees 1001-5000 Categories Financial Services Information Technology & Services... ...services payment gateway fraud management gaming game publishing game development...Local area
- ...practice of Hightower, provides investment management and advisory services to wealthy... ...that places us at the center of a client’s financial life by focusing on asset management and... ...investment book of business. Audit and manage fund data entered into Black Diamond. Work...Permanent employmentFull timeWork at officeLocal area
$99k - $266k
...You will review and analyse financial data, prepare and file tax returns... ...’s unique strengths, and managing performance to deliver on client... ...- Knowledge of structuring funds to limit tax liability- In-... ...thoughtfully to establish a secure and trusted workplace for all....Full timeH1b- ...associate to join its Transactions Practice Group. JD years 2017-2021. Qualified candidates must have solid fund formation and investment management experience, including fund and management structuring, side letter negotiations, secondary sales, and Investment Advisers...Work at office
- ...Financial Analyst II Performs professional financial analysis and provides analytical support... ...interpretations and recommendations to assist management in making informed financial and... ...information by department, division, program, fund, account, period, or other relevant...Remote workFlexible hours
$180k - $250k
...organizations with all aspects of managing property and casualty... ...large client portfolios, develop trusted executive relationships,... ...mentor consultants, managers, and analysts across project teams.Foster a... ...prepare for the potential financial consequences of uncertain future...Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$124k - $280k
...SummaryA career in our Enterprise Performance Management practice, within Finance Consulting... ...team helps clients optimise and align financial planning, consolidation, reporting and analytics... ...client relationships and serve as a trusted advisor across finance transformation...Full timeH1b- ...Program Banker Analyst We are actively looking for exceptionally... ..., capital advisors, and trust and estate experts to bring in... ...Responsibilities Help devise customized financial strategies for existing and... ...client inquiries and manage follow up communication and...Work experience placement
- ...more at The Retail Power Portfolio Analyst III supports BKV Energy's Go-To-Market (GTM... ...pricing, acquisition, retention, and risk management decisions for Residential and Small... ...insights, portfolio performance analysis, and financial projections to support daily operations...Temporary workSeasonal workWork at officeRemote work
- ...families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking... ...with clients by earning trust, thoroughly understanding client... ...investments, including Hedge Funds, Private Equity and Real Estate...Temporary workWork experience placementLocal area
- Reports To: Corporate Development Manager Location: The Woodlands, TX Amount of Travel... ...Supervised: None Position Summary The Financial Analyst will support Beusa Energy’s growth and... ...with Finance leadership to evaluate funding implications for investments (timing of...Monday to FridayAfternoon shiftEarly shift
$10k
POSITION TITLE: Financial Analyst III, Corporate Finance (P3) For more than three decades, Crown Castle has led the way in shared communications... ...ad-hoc analysis as needed and presents findings to senior management. Expectations Demonstrates strong technical skills,...Full timeTemporary workWork at officeWork from homeMonday to Thursday- Crown Castle is seeking a Financial Analyst III for Corporate Finance. The role focuses on financial analysis, valuation, and long-term modeling to inform decisions in strategic planning, investor relations, and M&A. Strong Excel/PowerPoint and communication skills are...Work at officeRemote work
- ...you excel at crafting tailored financial solutions and are eager to... ...opportunity for you. By joining our Analyst Program, you'll become part... ...to delivering wealth management solutions and fostering client... ...investments, lending, banking, and trust and estate planning. You will...Full timeTraineeshipSummer workSummer internship
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