Financial Analysis Manager jobs in Tuscaloosa, AL

Financial Analysis Manager is responsible for financial planning and modeling. Manages the financial analysis projects and statistical studies. Being a Financial Analysis Manager provides key financial analysis and management reporting by managing various monthly reporting processes. Provides guidance on investment and project decisions. Additionally, Financial Analysis Manager requires a bachelor's degree. Typically reports to a director or top management. The Financial Analysis Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. Extensive knowledge of department processes. To be a Financial Analysis Manager typically requires 5 years experience in the related area as an individual contributor. 1 to 3 years supervisory experience may be required. (Copyright 2024 Salary.com)

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Branch Operations Manager Trainee (Tuscaloosa, AL)
  • Raymond James Financial, Inc.
  • Tuscaloosa, AL FULL_TIME
  • Branch Operations Manager Trainee (Tuscaloosa, AL)-2302473

    Description

    Job Summary

    Learn how to manage overall operational efficiency of the branch office. Through various training mechanisms, gain knowledge of day to day operational functions and how to ensure compliance with firm and regulatory policies and procedures.


    Essential Duties and Responsibilities
    • Become trained and skilled to effectively and efficiently function in the Operations Manager role:
    • Performs back-up for all operational functions as required by workloads and absences.
    • Works directly with home office personnel to coordinate branch-home office workflow.
    • Completes self-audit of branch procedures.
    • Assists Branch Manager with confidential matters and compliance visits and replies.
    • Assists Branch Manager with controlling expenses and operating at peak efficiencies.
    • Oversees ordering of supplies, purchase orders and postage usage.
    • May review branch invoices and operating statements.
    • Maintains branch operational manuals.
    • Researches and resolves complex problems relating to client accounts and inquiries.
    • Assists Branch Manager in disseminating information at regular branch meetings.
    • Coordinates rent, facility, office maintenance and cleaning/security issues.
    • Performs other duties and responsibilities as assigned. May perform some Branch Manager duties if Series 9 & 10 licensed.
    • Recruits, selects, orients, trains and supervises branch operations associates.
    • In conjunction with the Branch Manager conducts ongoing performance management, scheduled performance appraisals and salary reviews of operations associates, and maintains branch personnel files.
    • Reviews daily work of operations associates; Evaluates workload and responsibilities of support staff to determine necessary assignment changes to maintain efficient workflow.
    • Ensures daily staffing levels and cross-training is adequate.
    • Coordinates registrations, continuing education, licensing, etc. of branch personnel.
    • Performs other duties and responsibilities as assigned.

    Qualifications

    Knowledge, Skills, and Abilities

    Knowledge of
    • Comprehensive understanding of company policies and procedures and industry rules and regulations.


    Skill in
    • Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.


    Ability to
    • Handle stressful situations and lead others in providing a high level of customer service in a calm and professional manner, constantly projecting a Service 1st attitude.
    • Project a professional and pleasant appearance and demeanor to work with clients; utilize tact and diplomacy in dealing with customers in a deadline-driven environment.
    • Employ good analytical skills to be able to research account information and resolve problems.
    • Establish and communicate clear directions and priorities.
    • Utilize good interpersonal and verbal and written communication skills to deal with clients, financial advisors, support staff and home office personnel.
    • Establish and maintain a respected position of leadership to influence, motivate and persuade others to achieve desired outcomes.
    • Effectively organize, manage, track and complete multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
    • Work independently, under minimal supervision.


    Educational/Previous Experience Requirements
    Education/Previous Experience
    • Bachelors degree from four-year college or university in related field and a minimum of one (1) year experience in the financial services industry, preferably including related operational management and supervisory experience.
    • ~or~
    • Any equivalent combination of experience, education, and/or training as approved by Human Resources.


    Licenses/Certifications
    • Series 7, 9 & 10 or ability to obtain within six (6) months.
    • Series 63, if required in your state, or ability to obtain within six (6) months.

    Raymond James Guiding Behaviors
    At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

    We expect our associates at all levels to:
    • Grow professionally and inspire others to do the same
    • Work with and through others to achieve desired outcomes
    • Make prompt, pragmatic choices and act with the client in mind
    • Take ownership and hold themselves and others accountable for delivering results that matter
    • Contribute to the continuous evolution of the firm
    At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
    Job Wealth management
    Primary Location US-AL-Tuscaloosa-Tuscaloosa
    Organization Southern
    Schedule Full-time
    Shift Day Job
    Travel Yes, 20 % of the Time

    Eligible for Discretionary Bonus Yes
    #LI-DW
  • 5 Days Ago

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Financial Wellness Manager
  • Alabama One Credit Union
  • Tuscaloosa, AL FULL_TIME
  • Description The Financial Wellness Manager will serve AOCU with a range of coaching services. The Manager will build strong, long-term participant relationships with members and community members, and...
  • 18 Days Ago

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Electronics Analysis Technician
  • Akka-Technologies
  • Vance, AL FULL_TIME
  • PDS Tech Commercial, Inc. is seeking candidates for a QAS Electronics Analysis Technician Contractor in the Quality Department in Vance, Alabama. Job Title: QAS Electronics Analysis Technician Contrac...
  • 11 Days Ago

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Consumer Loan Sales Specialist
  • OneMain Financial
  • Tuscaloosa, AL FULL_TIME
  • At OneMain, Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. Consumer Loan Sales Speci...
  • 26 Days Ago

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Financial Representative
  • Northwestern Mutual
  • Tuscaloosa, AL FULL_TIME
  • Financial Representative Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they...
  • 12 Days Ago

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Financial Advisor
  • The Piedmont Group
  • Tuscaloosa, AL FULL_TIME
  • Are you an experienced financial advisor looking to take your practice to the next level? Join The Piedmont Group and make a real impact. Recent college graduates and new financial advisors are also w...
  • 14 Days Ago

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0 Financial Analysis Manager jobs found in Tuscaloosa, AL area

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Controller
  • The Morrow Companies
  • Tuscaloosa, AL
  • Job Description Job Description The ideal candidate will be responsible for the day-to-day accounting operations of the ...
  • 4/16/2024 12:00:00 AM

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Financial Consultant Partner - Birmingham, AL
  • Charles Schwab
  • Mc Calla, AL
  • Position Type: Regular Your Opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
  • 4/15/2024 12:00:00 AM

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Financial Consultant Partner - Birmingham, AL
  • Charles Schwab
  • Dolomite, AL
  • Position Type: Regular Your Opportunity At Schwab, youre empowered to make an impact on your career. Here, innovative th...
  • 4/15/2024 12:00:00 AM

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Assistant Branch Manager & Management Hire
  • Under Armour
  • Tuscaloosa, AL
  • Responsibilities The Assistant Store Manager supports the Store Manager in the daily operations of the store This includ...
  • 4/14/2024 12:00:00 AM

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Assistant Branch Manager & Management Hire
  • Under Armour
  • Montevallo, AL
  • Responsibilities The Assistant Store Manager supports the Store Manager in the daily operations of the store This includ...
  • 4/14/2024 12:00:00 AM

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Operations Manager
  • ABM Industries, Inc.
  • Tuscaloosa, AL
  • Job Description Benefit Information: ABM offers a comprehensive benefits package. For information about ABM's benefits, ...
  • 4/12/2024 12:00:00 AM

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Operations Manager
  • ABM
  • Tuscaloosa, AL
  • Benefit Information: ABM offers a comprehensive benefits package. For information about ABM's benefits, visit ABM 2024 E...
  • 4/12/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Tuscaloosa, AL
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/12/2024 12:00:00 AM

Tuscaloosa (/tʌskəˈluːsə/ TUS-kə-LOO-sə) is a city in and the seat of Tuscaloosa County in west central Alabama (in the southeastern United States). Located on the Black Warrior River at the Atlantic Seaboard fall line of the Piedmont, it is the fifth-largest city in Alabama, with an estimated population of 100,287 in 2017. The city was originally known as Tuskaloosa until the early 20th century. Incorporated as a town on December 13, 1819, it was named after Tuskaloosa, the chief of a band of Muskogean-speaking people. They battled and were defeated by forces of Spanish explorer Hernando de S...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Analysis Manager jobs
$120,626 to $160,962
Tuscaloosa, Alabama area prices
were up 1.3% from a year ago

Financial Analysis Manager in Canton, OH
For job seekers looking for a Financial Planning & Analysis Manager role, this job description details what the role may involve and what skills and experience are required to give you the best chance of securing the position.
December 25, 2019
Financial Analysis Manager in Indianapolis, IN
Complete familiarities with computer programs that are oriented to accounting are a must for the position of financial analysis manager.
December 16, 2019
Financial Analysis Manager in Burlington, VT
For investors, lenders and shareholders, the financial analysis is probably the most important thing to see in order to gauge the organization’s health.
January 18, 2020