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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 Analyst 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 90 years. Around here we put our members first. Always have and always will. First Atlantic is Built on Trust, Driven by Members! 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, Oceanport, Toms River. Coming soon to Freehold and Old Bridge!. 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 - Temp 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 Analyst Part Time - Temp 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 Business Analyst Part Time - Temp 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 DescriptionAre you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today!Compensation: $95,000 - $250,000 commission based Responsibilities: • Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor, • Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products, • Design customized financial plans suitable for each client based on potential life changes and changing financial needs, • Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given, • Compile each client’s financial information to determine financial goals, financial status, cash flow, and financial expectations Qualifications: • Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required, • Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired, • A Bachelor’s degree in business administration, finance, or a related field is required, • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired, • Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital 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.

Lead the evaluation of embedded finance opportunities and contribute to advisory on investment strategies. Stay ahead of the latest trends in the Asian economy, embedded finance, and digital financial solutions. Bachelor’s degree in Finance, Economics, or related field.

Technical Business Analyst Investments Data Platform. Technical Business Analyst within investment management, asset management, insurance investments, or financial services environments. SGA is seeking a Technical Business Analyst Investments Data Platform for a long-term consulting assignment wi

If you're a team player looking for a unique opportunity to join a winning organization, we want to meet you! Overview We're looking for a Junior Financial Analyst to join our Finance team — a great fit for someone who is right out of school or finishing up their degree and eager to build a career

The Business and Financial Analyst provides professional business support and takes ownership of simple to moderately complex assignments. Support Division Lead Business Analysts in divisional revenue forecast processes, ensuring responsiveness to vetting actions and deadlines. As a Business and Fin

The firm is seeking a highly analytical and detail-oriented Technical Business Analyst (TBA) to support the firm's 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