Financial Associate (Public) jobs in Charlotte, NC

Financial Associate (Public) gathers and interprets financial data and coordinates the process for the origination of debt securities used to finance public projects for housing, utilities or other municipal initiatives. Develops estimates of services and completes a comprehensive analysis of project, including bond ratings and insurance. Being a Financial Associate (Public) collaborates with public officials in analyzing the necessary bond and cash flow reports that are associated with the projects. Starts the offering process and may make recommendations to interested investors. Additionally, Financial Associate (Public) coordinates preparation of all offering documents. Manages the bond issuance process and assists with the offering. Depending on the size and level of project, responsibility may vary. May manage the entire project or only a portion of the deal. Requires a bachelor's degree of Finance. Typically reports to a manager or head of a unit/department. The Financial Associate (Public) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Financial Associate (Public) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

Recently Added Financial Associate (Public) jobs

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Financial Associate
  • NTT DATA
  • Charlotte, NC FULL_TIME
  • Company Overview:
    Req ID: 270659
    NTT DATA Services strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.
    We are currently seeking a Client Financial Associate to join our team in Remote, North Carolina (US-NC), United States (US).

    Job Description:
    Client Financial Associate
    Must have customer facing and financial experience in similar role and operations experience.
    Assist in the development, analysis, interpretation, invoicing, reporting, and presentation of historical and/or forecasted financial claims expense and stop loss coverage information.
    Support preparation of invoicing and financial claims expense forecasts.
    Support preparation of financials for loss coverage for employer groups or stop loss vendors based on actual high dollar claims and/or claimants' performance, previous stop loss credits, estimated claims expense trend, expense reports and other factors.
    Support the review of expenditures of employer groups' subgroups to ensure conformance to Administrative Agreement.
    Support the preparation of reports and analysis for various audiences such as Self-Funded Groups (Employer), Stop Loss Vendors, Sales, Underwriting, etc. Support the monthly variance analysis (at employer group level or consolidated company level).
    Verification and identification of manual transaction fees/ contractual adjustments
    Preparation of any estimates and adjustments that may be needed for new or existing business.
    Prepare Statement of account reconciliations, assist with the monthly run out and final close out activities, prepare schedules, etc.
    Assist with compilation of data for internal/external audit
    Process a variety of client transactions that may include suspend and/or hold of claims, Run out administrative fees, and/or employer group settlement.
    Determine benefit eligibility for stop loss coverage on claims for specific claimants based on contract terms. Includes a variety of stop loss vendor transactions such as inquiries regarding utilization, provider information, medical reviews, Leave of absence language, COBRA benefits, and plan documentation.
    Assist with quality reviews of operational inquiries to determine the accuracy of information provided and ensure employees are functioning at the expected level of service to enhance customer satisfaction.
    Hiring Requirements
    Bachelor's degree or advanced degree (where required)
    0-2 years of experience in related field
    In lieu of degree, 3 years of experience in related field

    #indist
    #li-ist

    About NTT DATA Services:

    NTT DATA Services is a recognized leader in IT and business services, including cloud, data and applications, headquartered in Texas. As part of NTT DATA, a $30 billion trusted global innovator with a combined global reach of over 80 countries, we help clients transform through business and technology consulting, industry and digital solutions, applications development and management, managed edge-to-cloud infrastructure services, BPO, systems integration and global data centers. We are committed to our clients' long-term success. Visit nttdata.com or LinkedIn to learn more.

    NTT DATA Services is an equal opportunity employer and considers all applicants without regarding to race, color, religion, citizenship, national origin, ancestry, age, sex, sexual orientation, gender identity, genetic information, physical or mental disability, veteran or marital status, or any other characteristic protected by law. We are committed to creating a diverse and inclusive environment for all employees. If you need assistance or an accommodation due to a disability, please inform your recruiter so that we may connect you with the appropriate team.

    Where required by law, NTT DATA provides a reasonable range of compensation for specific roles. The starting hourly range for this remote role is ($30.86 TO $64.27). This range reflects the minimum and maximum target compensation for the position across all US locations. Actual compensation will depend on several factors, including the candidate's actual work location, relevant experience, technical skills, and other qualifications. This position may also be eligible for incentive compensation based on individual and/or company performance.
    This position is eligible for company benefits that will depend on the nature of the role offered. Company benefits may include medical, dental, and vision insurance, flexible spending or health savings account, life, and AD&D insurance, short-and long-term disability coverage, paid time off, employee assistance, participation in a 401k program with company match, and additional voluntary or legally required benefits .

    Benefits:
    Retirement / Pension Plans


    About the Company:
    NTT DATA


    NTT DATA means Business

    NTT DATA is your Innovation Partner anywhere around the world. With business operations in more than 50 countries, we put emphasis on long-term commitment and combine global reach and local intimacy to provide premier professional services from consulting, system development, business process and IT outsourcing, to cloud-based solutions.

    NTT DATA Americas' Strategic Staffing group provides our clients with top notch technical talent to augment their core IT staff. Our approach is customer centric, partnering to assist you in achieving your strategic goals and IT initiatives. We get to know your company’s culture and the type of technical staff that thrive within your organization. We understand your specific technical and business requirements, timing, and budget.

    • NTT DATA is part of the NTT Group – a Fortune 31 Global IT & Telecom services company.
    • NTT Group one of the largest Telecommunications Companies in the world.
    • NTT DATA is ranked in the top 10 largest global IT services provider in the world.
    Collectively, the integrated company generates $16B in annual revenues with over 130,000 employees across 50 countries Visit www.nttdata.com/americas to learn how our consultants, projects, managed services, and outsourcing engagements deliver value for a range of businesses and government agencies.



    Company Size:
    10,000 employees or more


    Industry:
    Management Consulting Services


    Founded:
    1967


    Website:
    http://americas.nttdata.com/Careers/Careers.aspx


  • 1 Month Ago
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Compliance Associate_Investment Compliance (Charlotte, NC (Hybrid) or Remote)
  • Brighthouse Financial
  • Charlotte, NC FULL_TIME
  • Where you’ll work: Our flexible, hybrid work model offers the option to work remotely or in the office. How you’ll contribute: As a Compliance Associate, you’ll be responsible for supporting the day-t...
  • 5 Days Ago
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Staff Accountant
  • Associate Staffing
  • Charlotte, NC CONTRACTOR
  • Staff Accountant Duties:- Perform balance sheet reconciliations to ensure accuracy and completeness of financial data- Conduct bank reconciliations to verify the accuracy of recorded transactions- Uti...
  • 26 Days Ago
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Accounting Supervisor
  • Associate Staffing
  • Charlotte, NC FULL_TIME
  • Job Overview: We are looking for a detail-oriented and results-driven Accounting Supervisor to oversee our a team of Staff Accountants. The ideal candidate will have a strong background in Accounting/...
  • 1 Month Ago
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Wealth Service Associate (Bilingual)
  • Principal Financial Group
  • Charlotte, NC FULL_TIME
  • What You'll DoWe’re looking for a Wealth Service Associate to join our Principal Asset Management team! This role works collaboratively with our Domestic & Offshore sales teams to help meet the needs ...
  • 3 Days Ago
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Associate Portfolio Operations Specialist
  • AssetMark Financial Holdings, Inc.
  • Charlotte, NC FULL_TIME
  • Job Description: The Job/What You'll Do: The Portfolio Operations department is responsible for providing industry-leading support to its internal clients. Adhesion is looking for an individual who wi...
  • 2 Months Ago
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0 Financial Associate (Public) jobs found in Charlotte, NC area

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Budget Analyst Associate - REMOTE
  • Planet Pharma
  • Charlotte, NC
  • Job description / summary The Budget Analyst Associate will have overall responsibility for creation of study budgets ba...
  • 4/23/2024 12:00:00 AM
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Patient Financial Services Representative
  • Providence Anesthesiology Associates
  • Charlotte, NC
  • Job Type Full-time Description About Providence Anesthesiology Associates Headquartered in Charlotte, North Carolina, Pr...
  • 4/23/2024 12:00:00 AM
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Data Business Analyst, Financial Services
  • BIP.Monticello
  • Charlotte, NC
  • Bip.Monticello Consulting is looking for a talented individual who wants to develop their skills and build a world-class...
  • 4/23/2024 12:00:00 AM
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Financial Restructuring Associate
  • Marina Sirras & Associates LLC
  • Charlotte, NC
  • Financial Restructuring Associate Our client, one of the top law firms in the Southeast, is looking for a Financial Rest...
  • 4/23/2024 12:00:00 AM
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Day Porter
  • The Budd Group
  • Charlotte, NC
  • Daily Pay On-Demand Available!!! Mobile Friendly Application! Great Place to Work!! Title: Janitorial Day Porter Pay Rat...
  • 4/21/2024 12:00:00 AM
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Director - P&G - Remote
  • Acosta
  • Charlotte, NC
  • Job Description The Director is critical to the current and future growth and profitability of the Company. The Director...
  • 4/20/2024 12:00:00 AM
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Budget Analyst Associate - REMOTE
  • Planet Pharma
  • Charlotte, NC
  • Job description / summary The Budget Analyst Associate will have overall responsibility for creation of study budgets ba...
  • 4/20/2024 12:00:00 AM
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Hospital Account Manger Charlotte, NC, Tennessee, Southwest Virgina
  • Abbott Laboratories
  • Charlotte, NC
  • Abbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-chan...
  • 4/18/2024 12:00:00 AM
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About Charlotte, North Carolina

Charlotte (/ˈʃɑːrlət/) is the most populous city in the U.S. state of North Carolina. Located in the Piedmont, it is the county seat of Mecklenburg County. In 2017, the U.S. Census Bureau estimated the population was 859,035, making it the 17th-most populous city in the United States. The Charlotte metropolitan area's population ranks 22nd in the U.S., and had a 2016 population of 2,474,314. The Charlotte metropolitan area is part of a sixteen-county market region or combined statistical area with a 2016 census-estimated population of 2,632,249. Between 2004 and 2014, Charlotte was ranked as...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Associate (Public) jobs
$81,749 to $106,929
Charlotte, North Carolina area prices
were up 1.5% from a year ago
View detail

What does a Financial Associate (Public) do?

Financial Associate (Public) in Beaumont, TX
The Associate is expected to effectively handle a portfolio of clients within the financial institution and public finance sector, responding to their credit needs, while providing sound judgement and effective monitoring through collaboration across all Risk and Business levels.
December 06, 2019
Financial Associate (Public) in Mcallen, TX
Financial associates are capable of performing their functions.
February 11, 2020