Client Service Associate Wealth Management Gables Search Group
Wexford, PA4 days ago
Highlights
Strong critical thinking and problem-solving skills, with the ability to evaluate complex projects, identify inefficiencies or risks, and recommend alternative approaches to achieve better outcomes. 4. Strong communication and interpersonal skills, with a demonstrated ability to provide timely responses, keep management informed, and proactively address issues and priorities.
Numbers & Facts
| Location | Pittsburgh, PA |
| Salary | $40–$45 Per Hour |
Description
Finance Associate
POSITION LOCATION: Pittsburgh, PA, 15222
WORK ARRANGEMENT: 5 days onsite, some flexibility could be discussed post start.
LENGTH OF ASSIGNMENT: 6 Months Contract to Hire role
Pay Rate: $40-45/hr. on W2 ONLY
FUNCTION OF THE GROUP: Our group is technology finance. It's focusing on a lot of budgets, budgeting, forecasting, month end close and variance analysis. Building out business case work and purchasing capital.
INITIATIVES/PROJECTS: The primary thing they'd be assisting with is a transformative initiative in the technology line of business. This role would be primarily supporting from a financial manager-like type of responsibility for the technology teams they represent.
INDUSTRY BACKGROUND: Open to any background. Manufacturing (Data center driven) or Project Management background nice to have.
ROLE/RESPONSIBILITIES:
Supporting from a financial manager-like type of responsibility for the technology teams they represent. Supporting that specific transformation initiative, but as their primary finance go to person.
Business cases build out, challenges on making sure the quote ties out capital expense, vetting it from an accounting perspective and then running budgeting and forecasting as well.
This role is data center driven, so any experience there or even a manufacturing background or project management related helps.
We re building out new data centers so we need somebody that can look at a very complex project or problem, and if we're doing it the wrong way or we they can add something to it.
Strong critical thinking and problem-solving skills, with the ability to evaluate complex projects, identify inefficiencies or risks, and recommend alternative approaches to achieve better outcomes.
Need good communication skills and the ability to meet deadlines while managing tight timelines.
They will be managing a segment and expected to be the subject matter expert of the segment.
Will need to explain examples like why there is a variance, or why we are accounting for something a certain way, what the impact of this project were bringing forward for approval is to the budget and the forecast.
Taking it from an idea, build into the budget you build into the forecast, then speak to maybe why it was above or below from a variance standpoint.
Ability to work with limited direction, transform ambiguous business needs into actionable financial models and business cases, and present recommendations effectively to management.
MUST HAVE SKILLS REQUIRED (3-8 Years of Experience Required):
1. Intermediate to advanced Excel skills and experience.
2. Strong critical thinking and problem-solving skills.
3. Strong time management and organizational skills, with the ability to manage multiple priorities, meet deadlines, and deliver high-quality work within tight timelines.
4. Strong communication and interpersonal skills, with a demonstrated ability to provide timely responses, keep management informed, and proactively address issues and priorities.
5. Hyperion, Copilot / AI experience, PowerPoint.
EDUCATION: Bachelor Degree is Required, MBA preferred.
PRE_SCREENING QUESTIONS:
1. Tell me about a time you supported a major transformation style initiative. How did you evaluate financial investments, measure success, and influence decision-makers when the business case faced uncertainty? (Note: if you have not faced this, how would you approach?)
2. A CIO believes a $20M technology initiative is strategically critical, but the financial returns are difficult to quantify. How would you approach the funding recommendation? (Same note as above)
INTERVIEW PROCESS: 1 round, approximately 30-minute panel interview. " Possible 2nd round, if needed.
STACK RANKING (ORDER OF PREFERENCE):
1. Skills, 2. Former Client Experience, 3. Rate 4. Location
POSITION LOCATION: Pittsburgh, PA, 15222
WORK ARRANGEMENT: 5 days onsite, some flexibility could be discussed post start.
LENGTH OF ASSIGNMENT: 6 Months Contract to Hire role
Pay Rate: $40-45/hr. on W2 ONLY
FUNCTION OF THE GROUP: Our group is technology finance. It's focusing on a lot of budgets, budgeting, forecasting, month end close and variance analysis. Building out business case work and purchasing capital.
INITIATIVES/PROJECTS: The primary thing they'd be assisting with is a transformative initiative in the technology line of business. This role would be primarily supporting from a financial manager-like type of responsibility for the technology teams they represent.
INDUSTRY BACKGROUND: Open to any background. Manufacturing (Data center driven) or Project Management background nice to have.
ROLE/RESPONSIBILITIES:
Supporting from a financial manager-like type of responsibility for the technology teams they represent. Supporting that specific transformation initiative, but as their primary finance go to person.
Business cases build out, challenges on making sure the quote ties out capital expense, vetting it from an accounting perspective and then running budgeting and forecasting as well.
This role is data center driven, so any experience there or even a manufacturing background or project management related helps.
We re building out new data centers so we need somebody that can look at a very complex project or problem, and if we're doing it the wrong way or we they can add something to it.
Strong critical thinking and problem-solving skills, with the ability to evaluate complex projects, identify inefficiencies or risks, and recommend alternative approaches to achieve better outcomes.
Need good communication skills and the ability to meet deadlines while managing tight timelines.
They will be managing a segment and expected to be the subject matter expert of the segment.
Will need to explain examples like why there is a variance, or why we are accounting for something a certain way, what the impact of this project were bringing forward for approval is to the budget and the forecast.
Taking it from an idea, build into the budget you build into the forecast, then speak to maybe why it was above or below from a variance standpoint.
Ability to work with limited direction, transform ambiguous business needs into actionable financial models and business cases, and present recommendations effectively to management.
MUST HAVE SKILLS REQUIRED (3-8 Years of Experience Required):
1. Intermediate to advanced Excel skills and experience.
2. Strong critical thinking and problem-solving skills.
3. Strong time management and organizational skills, with the ability to manage multiple priorities, meet deadlines, and deliver high-quality work within tight timelines.
4. Strong communication and interpersonal skills, with a demonstrated ability to provide timely responses, keep management informed, and proactively address issues and priorities.
5. Hyperion, Copilot / AI experience, PowerPoint.
EDUCATION: Bachelor Degree is Required, MBA preferred.
PRE_SCREENING QUESTIONS:
1. Tell me about a time you supported a major transformation style initiative. How did you evaluate financial investments, measure success, and influence decision-makers when the business case faced uncertainty? (Note: if you have not faced this, how would you approach?)
2. A CIO believes a $20M technology initiative is strategically critical, but the financial returns are difficult to quantify. How would you approach the funding recommendation? (Same note as above)
INTERVIEW PROCESS: 1 round, approximately 30-minute panel interview. " Possible 2nd round, if needed.
STACK RANKING (ORDER OF PREFERENCE):
1. Skills, 2. Former Client Experience, 3. Rate 4. Location
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