FULL_TIME

FEED

UNKNOWN

Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. The Investments Relationship Manager acts as a central point of contact for a variety of member investment needs, ensuring continuity of high-quality service, product delivery, and responsiveness to client needs.

YEAR

DescriptionThe Investments Relationship Manager acts as a central point of contact for a variety of member investment needs, ensuring continuity of high-quality service, product delivery, and responsiveness to client needs. This position offers financial products and services to members through outbound and inbound calls from all categories of member groups. Assist members/clients and prospects with information, account servicing, products offered and procedures to implement an investment program.Here's what you can expect from the job and what you need to be successful:Job Duties:<ul style="margin-top:0px"><li style="font-family:sans-serif , 'arial' , 'helvetica';font-size:11pt">Proactively support and promote all aspects of Addison Avenue Investment Services and First Tech through education, cross referrals, speaking and presentation opportunities, and contact center and membership engagement; provide 401(k) and Financial Education Workshops to credit union employees and membership</li><li style="font-family:sans-serif , 'arial' , 'helvetica';font-size:11pt">Interface with mutual fund companies, insurance companies, clearinghouse and broker/dealer for any client needs or services</li><li style="font-family:sans-serif , 'arial' , 'helvetica';font-size:11pt">Participate in networking events on behalf of First Tech</li><li style="font-family:sans-serif , 'arial' , 'helvetica';font-size:11pt">Keep informed of current success of investment products offered and of new products being made available through broker dealer</li><li style="font-family:sans-serif , 'arial' , 'helvetica';font-size:11pt">Stay abreast of changes in products/services, procedures and policies</li><li style="font-family:sans-serif , 'arial' , 'helvetica';font-size:11pt">Collaborate with business unit partners – HR, Employee Accounts, Leadership, and Department Advocates to increase/promote awareness of products and services</li><li style="font-family:sans-serif , 'arial' , 'helvetica';font-size:11pt">Cultivate new clients through referrals and calling efforts to achieve individual and team revenue goals</li><li style="font-family:sans-serif , 'arial' , 'helvetica';font-size:11pt">Maintain member files and records to comply with the requirements FINRA, SEC, Raymond James, and state insurance agencies</li><li style="font-family:sans-serif , 'arial' , 'helvetica';font-size:11pt">Develop effective ways to promote brand awareness that lead to measurable business results</li></ul>Essential Skills:<ul style="margin-top:0px"><li style="font-family:sans-serif , 'arial' , 'helvetica';font-size:11pt">Minimum 2 years’ relationship management experience in the financial industry</li><li style="font-family:sans-serif , 'arial' , 'helvetica';font-size:11pt">Ability to use discretion and judgment when working with clients and matters of privacy</li><li style="font-family:sans-serif , 'arial' , 'helvetica';font-size:11pt">Exceptional interpersonal skills to engage with internal and external business partners</li><li style="font-family:sans-serif , 'arial' , 'helvetica';font-size:11pt">Proficiency with basic to complex mathematical calculations</li><li style="font-family:sans-serif , 'arial' , 'helvetica';font-size:11pt">Ability to organize, analyze and interpret data to reach sound decisions and guide investors based on individual risk tolerances</li><li style="font-family:sans-serif , 'arial' , 'helvetica';font-size:11pt">Ability to create and deliver dynamic and engaging presentations with the ability to tailor messages to the audience</li><li style="font-family:sans-serif , 'arial' , 'helvetica';font-size:11pt">Working knowledge of Microsoft Office, and the ability to learn Raymond James-specific applications (Advisor Access, Client Center, etc.)</li><li style="font-family:sans-serif , 'arial' , 'helvetica';font-size:11pt">Minimum Education: High School Diploma, Bachelor’s degree is preferred</li><li style="font-family:sans-serif , 'arial' , 'helvetica';font-size:11pt">Familiarity with a CRM (such as Salesforce or Microsoft Dynamics) is beneficial</li><li style="font-family:sans-serif , 'arial' , 'helvetica';font-size:11pt">Certification/License: Series 7, 63 & 65 or 66 FINRA licenses, Life & Disability Insurance License</li></ul>Location:   Boise Experience Center | Eagle, ID 83616Target Compensation in Idaho: $65,000 to $76,800 (includes base pay and incentive)Benefits options include: <ul style="margin-top:0px"><li style="font-family:sans-serif , 'arial' , 'helvetica';font-size:11pt">Traditional medical, dental, and vision coverage</li><li style="font-family:sans-serif , 'arial' , 'helvetica';font-size:11pt">401K matching up to 5% per pay period</li><li style="font-family:sans-serif , 'arial' , 'helvetica';font-size:11pt">Paid Time Off: You’ll accrue up to 15 vacation days in your first year. In addition, you’ll receive 40 hours of sick time and 3 personal days, which refresh annually</li><li style="font-family:sans-serif , 'arial' , 'helvetica';font-size:11pt">11 paid federal holidays</li><li style="font-family:sans-serif , 'arial' , 'helvetica';font-size:11pt">Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)</li></ul>What makes First Tech different? Click <a href="https://www.firsttechfed.com/-/media/FirstTech-Web/Documents/hr/TK1_HMRS_1505703_Recruiting_210714" rel="nofollow noopener noreferrer" target="_blank">here</a> to learn more! First Tech is not currently offering Visa transfer or sponsorship for this position      Registered Address: 47 E Riverside Dr. Eagle, ID 83616Financial Advisors offer securities through Raymond James Financial Services, Inc. Member <a href="https://www.finra.org/#/" rel="nofollow noopener noreferrer" target="_blank">FINRA</a>/<a href="https://www.sipc.org/" rel="nofollow noopener noreferrer" target="_blank">SIPC</a> and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.<div style="text-align:justify">#FTHP #LI-MG1</div>

First Technology Federal Credit Union

Investments Relationship Manager

Brand Marketing (Branding)

Brokerage

Call Centers

Credit Union

Customer Relationship Management (CRM)

Customer Support/Service

Data Analysis

Disability Insurance

File Maintenance

Finance

Financial Services

High School Diploma

Insurance

Interpersonal Skills

Investment Management

Investment Services

Leadership

Life Insurance

Loans

Mathematics

Microsoft Dynamics

Microsoft Office

Mortgage

Mutual Funds

Networking Events

Pricing

Product Positioning

Product Pricing

Promotional Programs

Relationship Management

Resolve Customer Issues

Risk

Sales Management

Salesforce.com

Securities and Exchange Commission (SEC)

Series 7

Underwriting

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As a CBRE Senior Finance Systems Analyst, you will have extensive experience working with Yardi Voyager and Kyriba Treasury Management System as well as excellent analytical and problem-solving skills, and the ability to communicate effectively with various stakeholders. The role will involve acting as a Business Analyst and Project Manager for enhancements and new solutions within the technical stack supporting the Treasury and Payments Functions within the Investment Accounting and Reporting line of business.

Senior Finance Systems Analyst (Yardi & Kyriba) Job ID 216037 Posted 31-Jul-2025 Service line Advisory Segment Role type Full-time Areas of Interest Accounting/Finance Location(s) Remote - US - Remote - US - United States of America About the Role: As a CBRE Senior Finance Systems Analyst, you will have extensive experience working with Yardi Voyager and Kyriba Treasury Management System as well as excellent analytical and problem-solving skills, and the ability to communicate effectively with various stakeholders. The role will involve acting as a Business Analyst and Project Manager for enhancements and new solutions within the technical stack supporting the Treasury and Payments Functions within the Investment Accounting and Reporting line of business. This contributor will be responsible for the deployment of the Yardi Voyager and Kyriba TMS Platforms, working with the team on system upgrades, and providing technical support and troubleshooting for various applications. What You’ll Do: + Scope and document business requirements including as-is and future state diagrams. + Prepare gap analysis between local solutions and external solutions available in Yardi Voyager, Kyriba and other industry platforms. + Create project plans and other required documents. + Manage the project deliverables, timeline, and stakeholders. + Work with the team on system upgrades and implementation of new functionality. + Analyze and clarify internal and external business operating requirements. + Provide technical support and troubleshooting for Yardi, Predict AP, Kyriba, & Coupa. + Ensure applications run smoothly and efficiently. + Collaborate with Treasury stakeholders to gather and document project requirements for new features or enhancements. + Work with internal and external resources to solution for issues at hand or new initiatives for process enhancement. + Perform testing and quality assurance to ensure applications meet business requirements and function correctly. + Create and maintain detailed documentation for applications, including user guides, technical manuals, and process flows. + Manage the Treasury & Payments backlog and roadmap and update the status of backlog items accordingly for weekly backlog meetings. + Work with external vendors to manage ongoing projects, application updates, patches, and support. What You’ll Need: + Bachelor's Degree preferred with 2-5 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered. · Thorough understanding and expertise in Yardi Voyager (5 years minimum) and Kyriba TMS is required. + Understanding of existing procedures and standards to solve slightly complex problems. + Ability to analyze possible solutions using technical experience to apply appropriate judgment and precedents. + In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc. + Strong organizational skills with an inquisitive mindset. + Advanced math skills. Ability to calculate complicated figures such as percentages, fractions, and other financial-related calculations. + Occasional travel may be required. Why CBRE When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to realize your full potential. Our Values in Hiring At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications. Disclaimers Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future. CBRE carefully considers multiple factors to determine compensation, including a candidate’s education, training, and experience. The minimum salary for this position is $75,000 annually and the maximum salary for this position is $100,000 annually. The compensation that is offered to a successful candidate will depend on the candidate’s skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE’s applicable benefit program. Equal Employment Opportunity: CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at +1 866 225 3099 (U.S.) and +1 866 388 4346 (Canada). CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)

CBRE Group, Inc., a Fortune 500 and S&P 500 company headquartered in Los Angeles, is the world’s largest commercial real estate services and investment firm (in terms of 2014 revenue). The Company has more than 70,000 employees (excluding affiliates), and serves real estate owners, investors and occupiers through more than 400 offices (excluding affiliates) worldwide. CBRE offers strategic advice and execution for property sales and leasing; corporate services; property, facilities and project management; mortgage banking; appraisal and valuation; development services; investment management; and research and consulting. As an employee at CBRE, you have the freedom to make your own path. Your career is in your own hands; there’s no need to wait to be shown the way. "It’s about how well you perform, not just how long you’ve worked here and you're encouraged to take intelligent risks and explore new ideas and innovations. Our scale gives you mobility and a broader choice of opportunities. You'll always have a team behind you.

CBRE

Senior Finance Systems Analyst (Yardi & Kyriba)

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. This role is responsible for coordinating the annual budget, performing month‑end analysis and reporting, tracking key book of business metrics, and supporting monthly business reviews.

DescriptionJob Description:Title: Senior Financial AnalystWork Mode: Fully remote| Location/Supporting: Longwood, FL office | Experience: Previous experience working in the insurance industry. Bachelor's degree required. Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations  About the Role: The Senior Financial Analyst partners closely with division sales and service leadership to provide comprehensive financial analysis and reporting support. This role is responsible for coordinating the annual budget, performing month‑end analysis and reporting, tracking key book of business metrics, and supporting monthly business reviews. The Senior Financial Analyst plays a critical role in translating financial data into actionable insights that drive informed decision‑making and divisional performance.  Key Responsibilities:<ul><li>Financial Partnership: Support division sales and service leadership on all financial matters, providing analysis and insights to inform business decisions.</li><li>Budgeting & Forecasting: Facilitate the annual budgeting process and support periodic forecasting efforts for the division.</li><li>Variance Analysis: Analyze general ledger activity to identify key drivers of budget, forecast, and prior‑year variances and communicate findings to stakeholders.</li><li>Investment Analysis: Evaluate divisional investments by assessing return on investment, financial impact, and alignment with budget objectives.</li><li>Revenue Performance Tracking: Monitor and report revenue performance of significant accounts, including analysis of trends and risks.</li><li>Payroll & Expense Monitoring: Track payroll and related expenses to ensure compliance with approved headcount, compensation, and budget targets.</li><li>Monthly Financial Reviews: Prepare materials and conduct monthly financial review meetings with sales and service leadership.</li><li>Financial Commentary & Reporting: Develop and distribute monthly financial reports and commentary summarizing performance and key drivers.</li><li>Book of Business Analytics: Track and analyze book of business metrics (e.g., policies in force, premium, revenue, and lines of business) to support strategic planning.</li><li>KPI Reporting: Deliver divisional KPI results and insights to monitor performance against goals.</li><li>Professional Development: Continuously improve professional skills by participating in internal/external development opportunities.</li><li>Champion IOA Values: Demonstrate integrity and leadership.</li></ul>Ideal Candidate Qualifications:<ul><li>Bachelor’s degree in Finance, Business Administration, or a related analytical field</li><li>Minimum of three (3) years of financial analysis experience</li><li>Prior finance experience in the insurance industry strongly preferred</li><li>Advanced proficiency in Microsoft Excel</li><li>Experience integrating data into reporting and analytics platforms (Power BI preferred)</li><li>Strong analytical, research, and problem‑solving skills</li><li>Excellent organizational, prioritization, and multi‑tasking abilities</li><li>Outstanding verbal and written communication skills</li><li>Ability to manage large volumes of work independently with accuracy and attention to detail  </li></ul>What We Offer:<ul><li>Competitive salaries and bonus potential</li><li>Company-paid health insurance</li><li>Paid holidays, vacations, and sick time</li><li>401K with employer match</li><li>Professional growth and career progression opportunities</li><li>Respectful culture and work/family life balance</li><li>Community service commitment</li><li>Supportive teammates and a rewarding work environment</li></ul> What to Expect (Application Process):<ul><li>30-Minute Phone Screen, Online Assessments, and Interview(s)</li></ul>Salary RangeThe expected pay range for this position is $80,000 to $100,000 per year, depending on experience, relevant skills, and geographic location.Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.Summary The Senior Financial Analyst will work closely with sales and service leadership to be responsible for, and have an in-depth understanding, of all financial activity within their Division. Including but not limited to coordinating the annual budget, month end analysis and reporting, tracking book of business statistics, and conducting monthly business reviews.

Insurance Office of America

Senior Financial Analyst (Insurance experience)

Aged Care

Analysis Skills

Budgeting

Business Administration

Business Analysis

Business Support

Childcare

Communication Skills

Community and Social Services

Continuous Improvement

Corporate Policies

Detail Oriented

Establish Priorities

Expense Tracking

Financial Analysis

Financial Reporting

Financial Trend Analysis

Forecasting

General Ledger Accounting

Investment Analysis

Maintain Compliance

Metrics

Microsoft Excel

Multitasking

Organizational Skills

Performance Analysis

Performance Metrics

Power BI

Presentation/Verbal Skills

Problem Solving Skills

Return on Investment (ROI)

Revenue/Sales Reporting

Risk Analysis

Sales

Sales Support

Statistics

Strategic Planning

Variance Analysis

Work From Home

Writing Skills

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Investments Relationship ManagerFirst Technology Federal Credit Union

Senior Finance Systems Analyst (Yardi & Kyriba)CBRE

Senior Financial Analyst (Insurance experience)Insurance Office of America

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