{"id":728515,"url":"https://alion.io/job/ptma-corporate-financial-analyst","title":"Corporate Financial Analyst","company":{"id":687494,"name":"PTMA","domain":"ptma.com","url":"https://alion.io/company/ptma","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Rippling","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Naperville, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":46000,"max_usd":88000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":2171},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false},{"name":"Power BI","optional":false}],"status":"live","first_seen_at":"2026-09-10T19:57:41Z","employer_posted_date":"2026-09-10","last_verified_at":"2026-11-10T07:57:26Z","board_verified":true,"closed_at":null,"days_open":60,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":60},"description":"PTMA Financial Solutions, provides treasury management, liquidity management, and other financial products and services to the public sector. In addition to more than 12,000 local governments, school districts and other public entities, we also partner with over 1,000 financial institutions to help strengthen communities from coast to coast. Our family of financial services companies offers local government investment pool administration, investment advisory services, term investments, cashflow analysis, bond proceeds management, and public finance services for public entities plus stable deposit funding solutions for financial institutions. Our financial expertise, comprehensive products, and advanced technology help clients achieve more today for a better tomorrow. The firm’s primary operational hubs are in Denver, Colorado, and Naperville, Illinois, with other offices throughout the United States.\nJob Summary:\nThe Financial Analyst will be responsible for overseeing forecasting, budgeting, and financial analyses, and will provide insights to drive the organization's continued growth and profitability. In addition, this role will support the accounting team, including with respect to booking revenue and expenses. The ideal candidate will have a deep understanding of financial management principles, accounting acumen, and a track record of engendering cross functional relationships to support leaders across the business.\nDuties/Responsibilities:\nCreate leverage and build capacity for Deputy CFO and Corporate Controller.\nProvide insightful analysis of the period-over-period and budget variance results, as well as micro and macro trends in the business.\nManage the annual budgeting, forecasting, and long-range financial planning processes.\nDevelop and maintain complex financial models to support decision-making across the organization.\nAnalyze financial data to identify trends, risks, and opportunities to accelerate growth and optimize profitability.\nRepresent finance across the business, and partner with executives and cross-functional teams to define and model the potential value of strategic and tactical initiatives, and ensure financial plans align with them.\nLead the monthly financial reporting process, including variance analysis and management reporting.\nSupport the accounting team, including by taking responsibility for a subset of monthly recurring, as well as non- recurring, entries.\nSupport and work with the data team to ensure accurate and timely reporting to stakeholders.\nRequired Skills/Abilities:\nExpert financial modeling and analytical skills.\nProficiency in Microsoft Excel and Sage, as well as PowerBI desired.\nAbility to ‘self-serve’ data and work independently in progressing objectives forward, with 'next level' thought.\nIn-depth knowledge of accounting principles, financial statement analysis, and management reporting.\nExcellent communication, presentation, and interpersonal skills, including previous experience presenting.\nStrong ability to translate complex strategic concepts into actionable and practical plans, even under challenging circumstances.\nExceptional organizational skills with great attention to detail, problem-solving abilities, and a results-driven mindset; willing to go the extra mile to achieve objectives and ensure consistently high-quality work product.\nWelcomes accountability and desire to meet deadlines and deliverables.\nProactivity and responsiveness will be key attributes to being successful in the role.\nEducation and Experience:\nBachelor's degree in Finance, Accounting, or a related field. Previous or current CPA licensure a plus but not required.\n2+ years of accounting experience, and 2+ years of experience in financial planning and analysis\nPhysical Requirements: Must be able to work at a computer for long periods of time. Lift up to 15 lbs.\nNO AGENCIES PLEASE","description_format":"text","description_chars":3873,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Asset Management & Funds","Public Finance"],"lifecycle":[{"event":"open","at":"2026-09-11T09:11:33Z"}],"visa":[],"liveness":{"score":35,"band":"fade","label":"Fading","p_open":1,"p_active":0.796,"p_room":0.44,"age_days":60,"expected_fill_days":53,"reasons":["conf:4","win:tail","crowd:junior"],"computed_at":"2026-11-10T06:52:35Z"},"pay":null,"html_url":"https://alion.io/job/ptma-corporate-financial-analyst","json_url":"https://alion.io/job/ptma-corporate-financial-analyst.json","meta":{"generated_at":"2026-11-10T10:26:03Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":24256,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-11T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":687494},"rest":"https://alion.io/mcp/rest/get_company?id=687494"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fptma-corporate-financial-analyst"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fptma-corporate-financial-analyst"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fptma-corporate-financial-analyst"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/ptma-corporate-financial-analyst\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fptma-corporate-financial-analyst"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":728515}},{"tool":"search_jobs","arguments":{"company":"ptma.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":728515},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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