Alteryx

Alteryx Finance Jobs

9 jobs found

Today

Financial Planning & Analysis Associate

JPMorganChase Jersey City, NJ

Jersey City, NJ

Today

$86k - $115k/yr Full time Accounting Advisor Alteryx

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Job Description

Financial Planning & Analysis Associate role supporting Risk Management and Compliance in driving planning, forecasting, reporting, and analytics for executive stakeholders.

Responsibilities

Own financial performance and forecast updates for direct and indirect expenses for Risk, including expense and headcount variance explanations
Conduct trend analysis and provide monthly forecast updates for Risk expense and headcount
Support annual financial planning, including run rate analysis, expense savings opportunities, and allocation methodology
Handle monthly financial close activities, including management reporting adjustments, forecast/outlook updates, and General Ledger review and investigations
Partner with business leads to understand risks and opportunities, future impacts, and key trends, and translate findings into actionable conclusions
Build, automate, and maintain scalable reporting solutions and data workflows using SQL, Python, Alteryx, Databricks, Tableau, and Anaplan XL
Increase efficiency through standardization, controls, documentation, and simplification of recurring deliverables
Develop and maintain dashboards, including headcount dashboards and non-compensation expense dashboards, with consistent definitions and metrics

Requirements

Minimum 3 years of related experience
Advanced analytical, critical thinking, and problem-solving skills with strategic mindset and continuous improvement focus
Ability to produce clear, executive-ready deliverables with strong data storytelling
Effective communication and confidence working with senior stakeholders and finance partners
High attention to detail, sound judgment, and appropriate handling of confidential information
Self-motivated and able to manage competing priorities while meeting deadlines in a demanding environment
Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
Familiarity with Hyperion/Essbase and SAP
Experience with Alteryx for workflow automation and Tableau for dashboard development and maintenance

Technologies

SQL, Python, Alteryx, Databricks
Tableau, Anaplan XL, Anaplan, Atoti
Microsoft Office (Excel, PowerPoint, Word, Outlook)
Hyperion/Essbase, Essbase, SAP

Benefits

Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Preferred Qualifications, Capabilities and Skills

Prior P&A experience is a plus
Experience with Essbase/Anaplan/Anaplan XL, including reporting outputs, model interaction, and planning/reporting workflows
Knowledge of Atoti is a plus
Strong hands-on experience with SQL is a plus, including querying, data validation, reconciliation, and performance-aware design

Team

Global Finance & Business Management: strategically manages capital, drives growth and efficiencies, maintains financial reporting, and proactively manages risk

Location: Jersey City, NJ (onsite)

Compensation: USD 85,500 - 115,000 per year

Experience: 3 years minimum

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1mo ago

Senior Financial Analyst

Unum Group Portland, ME

Portland, ME

1mo ago Closed

$64k - $120k/yr Full time Senior Alteryx Analytical Skills

This position is no longer accepting applications (closed Sep 10, 2026).

Job Description

Unum Group is seeking a senior financial analyst to support inforce management and reporting for the Group Dental block. This onsite role in Portland, ME blends analytics with cross-functional collaboration, helping translate financial and operational signals into insights that support Dental pricing strategies. You will build reporting and monitoring tools, strengthen data processes, and partner with actuarial, underwriting, and product teams to align reporting with business needs.

What you’ll do

Develop and maintain reporting and monitoring tools to support inforce management for the Group Dental block.
Analyze financial and operational data to identify trends, risks, and opportunities that inform pricing decisions.
Collaborate with internal stakeholders, including actuarial, underwriting, and product teams, to align reporting with business requirements.
Oversee the annual renewal program with operational partners to ensure smooth implementation and alignment with financial goals.
Continuously improve reporting processes to increase efficiency, accuracy, and usability.
Ensure data integrity and consistency across financial systems and reporting platforms.
Use specialized knowledge to make recommendations for efficiencies and enhanced productivity.
Solve problems with minimal support, demonstrating the ability to use resources effectively and deliver results.
Accept responsibility for the outcomes of your own efforts.
Communicate identified issues, recommend the most effective resolutions, and present them effectively to management.
Maintain strong specialized knowledge of Unum products, services, and business processes within your specific business area.

What you bring

Bachelor’s degree or comparable work experience; after September 2015, a Bachelor’s degree is required.
CPA, CMA, or CFA certification preferred.
Three to six years comparable work experience.
Ability to navigate change in a positive way.
Highly motivated, able to take independent actions to solve issues with limited manager involvement.
Experience managing multiple projects simultaneously with minimal guidance.
Strong communication, presentation, and negotiation skills with all levels of management.
Adeptness at handling group dynamics.
Ability to connect understanding of business processes and drivers to financial results and trends.
Intermediate to advanced Excel skills.
Proficiency in Word and PowerPoint.
Alteryx and Tableau skills preferred.
Understanding of general insurance concepts.

Tools you’ll use

Excel, Word, PowerPoint, Alteryx, Tableau

Compensation & benefits

Salary: USD 63,500 - 120,000 per year

Health, Vision, Dental
Short & Long-Term Disability
Performance Based Incentive Plans
Generous PTO (including paid time to volunteer)
Up to 9.5% 401(k) employer contribution
Mental health support
Student loan repayment options
Tuition reimbursement
Flexible work environments
Up to 5% 401(k) employer match (whether you contribute or not: additional 4.5% contribution)

Location: Portland, ME (onsite)

Posting end date: August 15

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2mo ago

Finance & Business Management, Associate - Merchant Services

JPMorganChase Plano, TX

Plano, TX

2mo ago Closed

Full time Alteryx Analytical Skills Big Data

This position is no longer accepting applications (closed Aug 20, 2026).

Job Description

JPMorgan Chase Merchant Services in Plano, TX offers an on-site role focused on informing strategic decisions through reporting, analytics, and executive materials. This position is supported by a comprehensive benefits package that includes health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, and financial coaching.

Benefits

Health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching

Responsibilities

Take initiative to independently build and maintain recurring and ad-hoc reporting to track key business drivers and performance trends—anticipating needs before they are raised.
Work extensively with large, complex datasets: source, cleanse, validate, and transform raw data into accurate, analysis-ready foundations.
Perform deep-dive analyses to identify risks, opportunities, and root causes, translating findings into clear recommendations.
Proactively prepare weekly and monthly executive reporting packages and presentations that communicate strategy and performance projections.
Rapidly create mock-ups for management presentations, reports, and dashboards to accelerate decision-making.
Coordinate deliverables and timelines with business managers, finance, project managers, and other F&BM partners.
Respond promptly and independently to executive ad-hoc requests across project management, presentation development, and business analysis.
Leverage Excel and Alteryx to organize, cleanse, and analyze large datasets at scale; distill insights into concise, executive-ready materials.
Self-direct problem-solving: identify issues, align stakeholders, design solutions, and drive execution through resolution with clear, timely communication.
Manage multiple priorities in a fast-paced environment while simplifying and improving business processes with global team members.
Contribute to investment planning, business cases, budgeting, monthly business reviews, and OKRs for the SMB portfolio.

Requirements

Bachelor's degree in Business, Finance, Economics, MIS, or a related field.
Proven self-starter who takes ownership and drives work forward independently, while knowing when to lean on and collaborate with a supportive team of business managers, finance partners, and F&BM colleagues.
Demonstrated experience working with big data—comfortable handling large, messy, multi-source datasets and performing rigorous data cleaning, validation, and transformation to ensure integrity and accuracy.
Strong presentation and storytelling skills; ability to craft a clear narrative and translate complex qualitative and quantitative insights into concise executive materials.
Advanced Excel and PowerPoint skills; ability to handle and manipulate large datasets and derive decision-ready insights; knowledge of or interest in learning Alteryx.
Demonstrated project and time management skills with strong organization and attention to detail; ability to manage multiple priorities in a fast-paced environment.
Ability to collaborate across large, matrixed teams; build trusted relationships and influence at multiple levels; partner with leadership to implement business solutions.
Self-motivated, tenacious, and able to work independently; adaptable to shifting priorities while maintaining high-quality outcomes.

Technologies

Excel
Alteryx
PowerPoint
Snowflake
Databricks
SQL
PitchPro+

Location: Plano, TX (onsite)

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2mo ago

Sr. Manager, Finance – Marketing

Subway Miami, FL

Miami, FL

2mo ago Closed

Full time Manager Marketing Accounting

This position is no longer accepting applications (closed Aug 14, 2026).

Job Description

The Sr. Manager, Finance – Marketing partners with Subway Marketing and the Field Activation Fund to lead end-to-end financial planning, analysis, and reporting for Marketing's global spend portfolio.

Responsibilities

Lead the annual budgeting cycle and quarterly/monthly forecasts for Marketing worldwide, covering media, agency fees, digital and social, consumer promotions, and FAF-funded spend, aligned to corporate targets.
Provide monthly variance analysis and management reporting comparing actual Marketing spend to budget and forecast; identify drivers and offer clear commentary and actionable recommendations to senior leadership.
Oversee FAF financial management including fund accounting, accruals, reconciliations, and reporting to ensure governance of FAF receipts, commitments, and disbursements across markets.
Collaborate with Marketing leadership and agency/media teams to establish ROMI frameworks, monitor campaign performance, assess spend efficiency, and guide channel optimization.
Develop and maintain Marketing finance dashboards and self-service reporting tools (OneStream, Alteryx, Tableau) to enhance visibility into spend performance.
Manage and develop a small Finance team supporting Marketing; set objectives, coach talent, and cultivate a culture of accuracy and continuous improvement.
Additional responsibilities may apply due to country, location, or department differences.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related business field; MBA or advanced degree preferred.
5–8+ years of FP&A or finance business partnering experience, with 2+ years of people management experience.
Proven track record in financial analysis and reporting, with experience supporting a Marketing, brand, or consumer-facing business unit.
Demonstrated ability to manage and develop direct reports; experience leading a small team in a collaborative environment.
Strong knowledge of marketing finance concepts, including media spend management, agency billing structures, ROMI measurement, and consumer promotions accounting.
Experience with FAF or cooperative advertising fund management is a strong plus.
Experience with FP&A tools and advanced Microsoft Excel and PowerPoint skills; strong preference for OneStream, Alteryx, Tableau, SQL, and VBA.
Understanding of GAAP, accrual accounting, and internal controls as they relate to Marketing expenditures and cooperative fund compliance.
Exceptional communication and presentation skills; proven ability to synthesize complex financial information into executive-ready narratives.
Highly organized and detail-oriented; capable of managing multiple priorities in a fast-paced, deadline-driven environment.
Ability to manage stakeholders and communicate effectively across Finance and Marketing teams.
Experience in a Food & Beverage or QSR setting is an added advantage.

Technologies

OneStream
Alteryx
Tableau
SQL
VBA
Excel
PowerPoint

Benefits

Insurance Plans (Medical, Life)
401K
Competitive Bonus
Mobility Allowance
Tuition Reimbursement
Company Holidays
Volunteering time
And More

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2mo ago

Field Service Financial Analyst/CPM

Siemens Energy Orlando, FL

Orlando, FL

2mo ago Closed

Full time Accounting Alteryx Analytical Skills

This position is no longer accepting applications (closed Aug 8, 2026).

Job Description

This role provides financial leadership for field service projects within the Gas Services North America Apollo program, overseeing the full financial lifecycle, SAP project setup, forecasting, and performance analysis during the transition from Service Operations to Project Management. The position is based onsite in Orlando, Florida.

Responsibilities

Oversee the complete financial lifecycle of field service projects, including project setup, budgeting, forecasting, cost tracking, variance analysis, financial closeout, and adherence to accounting standards and internal controls.
Guide the migration of financial processes from Service Operations to Project Management by leading migration activities, maintaining SAP project structures, and driving continuous improvements in project execution and reporting.
Develop and maintain project cost forecasts, analyze financial performance, identify risks and variances, and deliver recommendations to enhance project profitability and financial outcomes.
Collaborate with Project Managers, Operations, and senior leadership to provide financial guidance, support project execution, and advise on the financial impact of operational and project decisions.
Prepare and present financial reports, project forecasts, and performance analyses that deliver clear insights to leadership and support strategic decision making across the organization.
Act as the finance subject matter expert for SAP project execution, project accounting, and cost management processes, supporting cross-functional collaboration and the Apollo transformation initiative.

Requirements

Bachelor's degree in Finance, Accounting, Business Administration, or a related field
At least 5 years of experience in financial analysis, project controlling, project accounting, or a related corporate finance role supporting project-based operations
Strong knowledge of financial analysis, budgeting, forecasting, cost accounting, project accounting, corporate finance, and financial reporting within project-based environments
Experience with SAP and digital reporting tools such as Power BI, Tableau, Alteryx, or similar analytics platforms, with the ability to independently manage complex financial analyses and project reporting activities
Demonstrated analytical, influencing, communication, collaboration, and report-writing skills, with the ability to partner effectively with project teams, operational leadership, and finance stakeholders in a dynamic project environment
Legal authorization to work in the United States without current or future employer sponsorship. Siemens Energy employees with current visa sponsorship may be eligible for internal transfers

Technologies

SAP
Power BI
Tableau
Alteryx

Benefits

Career growth and development opportunities; supportive work culture
Company paid health and wellness benefits
Paid time off and paid holidays
401K savings plan with company match
Family building benefits
Parental leave

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3mo ago

Senior Financial Analyst I for Sales Ops

MaxLinear, Inc. Irvine, CA

Irvine, CA

3mo ago Closed

$79k - $109k/yr Full time Senior Adexa Alteryx

This position is no longer accepting applications (closed Jul 7, 2026).

Job Description

MaxLinear, Inc. is seeking a Senior Financial Analyst I for Sales Operations to support its global sales organization from an onsite position in Irvine, California. This role concentrates on forecasting, channel operations, and analytics, with accountability for revenue forecast consensus, reporting, and channel programs that drive growth across the business.

Responsibilities

Own critical forecasting, channel operations, and sales analytics processes
Conduct monthly forecasting for all regions, ensuring accuracy, consistency, and continuous improvement
Lead revenue forecast consensus meetings, including preparation and presentation of variance analyses
Ensure forecasts align with customer orders and respond to supply chain constraints effectively
Support corporate forecasting to improve alignment and communication
Perform revenue, sell-through, and forecast accuracy analyses
Support Adexa demand planning maintenance, enhancements, and defect resolution
Analyze distributor data and develop reports/dashboards for margin, inventory turns, bookings, billings, backlog, and POS data
Standardize quarterly business reviews (QBRs), track partner progress, and consolidate results
Support broad market forecasting to ensure regional teams drive bookings to forecast
Develop reporting to measure channel forecast accuracy and drive improvements
Support channel promotions and partner programs to advance growth initiatives
Identify gaps in the samples process and coordinate improvements
Administer third-party manufacturer representative commission programs, preparing monthly calculations and forecasts to ensure timely payments
Conduct commission variance analyses to identify drivers of payment changes and support audits
Maintain commission input files feeding the Alteryx model, ensuring accuracy and integrity
Develop, maintain, and deliver training for channel partners and internal stakeholders
Optimize customer support routing for RFQs and product inquiries

Requirements

Analytical, process-driven, and adept at cross-functional collaboration
Experience with revenue forecasting and management
Meticulous attention to detail, strong data management capabilities, and a drive to improve processes
Proficiency in financial reporting or business intelligence tools
Strong modeling skills
Advanced Microsoft Excel and PowerPoint skills (including vlookup, pivots, sumifs, macros)
Ability to work with and understand the needs of multiple stakeholders
Capacity to operate in a fast-paced, results-oriented environment
Experience with Adexa, Hyperion planning, E2Open or other demand planning systems is a plus
Bachelor's degree with six or more years of experience, or a Master's degree with three or more years of experience

Technologies

Adexa
Hyperion planning
E2Open
Alteryx
Microsoft Excel
Microsoft PowerPoint

Benefits

Health care benefits
401(k) savings plan
Employee Stock Purchase Plan (ESPP)
Paid time off
Starting base salary range: USD 79,000 - 109,000 annually
Base salary and annual discretionary bonus eligibility
Stock-based compensation

Company overview

MaxLinear is a global, NASDAQ-traded fabless semiconductor company (ticker: MXL) focused on advancing communication networks through high-integrity RF, analog, digital, and mixed-signal solutions. The company develops integrated system-on-chip products for access and connectivity across wired and wireless infrastructure, as well as industrial and multi-market applications.

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3mo ago

Senior Internal Audit Associate

JPMorganChase Jersey City, NJ

Jersey City, NJ

3mo ago Closed

$100k - $145k/yr Full time Senior Accounting Alteryx

This position is no longer accepting applications (closed Jul 7, 2026).

Job Description

JPMorganChase is seeking a Senior Internal Audit Associate to join its Commercial and Investment Banking Finance Audit team in Jersey City, onsite. The role focuses on guiding the audit lifecycle and assessing the effectiveness of financial controls, regulatory reporting, and capital-related processes within a fast-paced financial services environment.

Responsibilities

Participate in all stages of the audit cycle, including planning, testing, control evaluation, documenting workpapers, drafting audit issues and reports, and following up on issue closure. Ensure tasks are completed on time and within budget.
Collaborate with global Audit colleagues to identify emerging control issues early and report them promptly to Audit management and business stakeholders.
Build strong working relationships with stakeholders and other control groups while maintaining independence.
Stay informed about evolving industry, accounting, and regulatory developments affecting CIB Finance, and pursue opportunities for ongoing learning.
Demonstrate commitment to self-development, undertaking stretch assignments to prepare for greater responsibilities and career growth.
Respect the confidential nature of Internal Audit communications and protect information in line with firm policy.

Requirements

Minimum 5 years of internal or external auditing or operational risk experience, which can be combined with relevant business experience.
Bachelor's degree required.
Experience applying internal audit methodology to delivery and execution.
Strong understanding of internal control concepts and ability to assess control adequacy.
Excellent interpersonal and influencing skills with the ability to build credibility and collaborate with senior business and control partners.
Advanced analytical capabilities.
Understanding of financial risks and controls.
Ability to adapt to changing priorities and multitask in a dynamic environment.