Talent.com
Financial Analyst
Financial AnalystInteractive Brokers • Murrieta, CA, US
Financial Analyst

Financial Analyst

Interactive Brokers • Murrieta, CA, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Financial Analyst

Interactive Brokers Group, Inc. (Nasdaq : IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment.

IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments.

Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology.

Job Title : Financial Analyst Location : Remote eligibility (Eligible states : IL, NY, CA, CT, FL, MA, NC) Preferred location : Chicago, IL

ForecastEx (a Subsidiary of IBKR) is an innovative and fast-growing derivatives exchange regulated by the U.S. Commodity Futures Trading Commission (CFTC). As a pioneer in the derivatives market, we offer unique and dynamic products, including forecast contracts that allow participants to engage in a broad range of macroeconomic, climate, and political topics.

Financial Operations

  • Support the preparation of internal financial statements and operational reports.
  • Assist with maintaining segregation of funds reporting as prescribed by CFTC rules.
  • Compile documentation for audits, internal reviews, and management requests.
  • Monitor financial data and report discrepancies to the Financial Controller for resolution.

Policy Development and Implementation

  • Assist in drafting and maintaining internal financial and compliance procedures.
  • Update documentation to reflect new policies, systems, or regulatory requirements.
  • Support process improvement initiatives to enhance workflow efficiency.
  • Maintain logs and records of approvals, updates, and policy version tracking.
  • Risk Assessment and Monitoring

  • Prepare daily and weekly reports used for financial risk monitoring.
  • Track trading activity, liquidity, and investment balances and identify unusual variances.
  • Support the Financial Controller in ensuring adherence to regulatory risk management protocols.
  • Maintain audit-ready documentation for all deliverables.
  • Banking Oversight

  • Prepare banking documentation and reconciliations for review by management.
  • Record and verify all bank account activity to ensure accurate segregation of funds.
  • Assist in setting up and maintaining banking relationship documentation.
  • Support review of investment and liquidity positions in coordination with the Financial Controller.
  • Collaboration

  • Work closely with Finance, Compliance, Operations, and Technology teams to ensure data accuracy.
  • Provide support for projects involving automation of reporting and reconciliation.
  • Communicate findings and updates to internal stakeholders as directed.
  • Maintain organized financial files and assist with information sharing across departments.
  • Stakeholder Communication

  • Prepare summary materials and reporting packages for leadership review.
  • Compile and format data for presentations, filings, and regulatory correspondence.
  • Support responses to requests from external auditors, banks, and regulators.
  • Maintain version-controlled financial and compliance reporting templates.
  • Which skills are required :

  • Bachelor's Degree in Finance, Accounting, Economics, or a related field.
  • CPA preferred
  • 23 years of experience in a financial analysis, accounting, or clearing operations role.
  • Strong understanding of financial reporting and reconciliation principles.
  • Proficiency with Microsoft Excel and financial systems.
  • Excellent attention to detail and ability to manage multiple tasks under deadlines.
  • Strong communication and documentation skills.
  • Interest in developing knowledge of CFTC regulations and clearing operations.
  • Comfortable with on-call responsibilities on weekends.
  • To be successful in this position, you will have the following :

  • Self-motivated and able to handle tasks with minimal supervision.
  • Superb analytical and problem-solving skills.
  • Excellent collaboration and communication (Verbal and written) skills.
  • Outstanding organizational and time management skills.
  • Company Benefits & Perks

  • Competitive salary, annual performance-based bonus and stock grant
  • Retirement plan 401(k) with competitive company match
  • Excellent health and wellness benefits, including medical, dental, and vision benefits, and a company-paid medical healthcare premium.
  • Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP)
  • Paid time off and a generous parental leave policy
  • Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snacks
  • Corporate events, including team outings, dinners, volunteer activities and company sports teams
  • Education reimbursement and learning opportunities
  • Modern offices with multi-monitor setups
  • The anticipated base salary range for this role is $75,000 to $100,000 per year, based on skills, experience, and location. The offered salary is just part of the total compensation package. In addition to a competitive salary, the company offers both a discretionary cash bonus and a stock award, as well as a wide range of benefits, including healthcare, tuition reimbursement, and more.

    [job_alerts.create_a_job]

    Financial Analyst • Murrieta, CA, US

    [internal_linking.related_jobs]
    Sr Financial Analyst - FP&A Systems

    Sr Financial Analyst - FP&A Systems

    EBSCO Information Services • Murrieta, CA, US
    [job_card.full_time]
    The Sr Financial Analyst FP&A Systems is responsible for supporting the administration, maintenance, and reporting capabilities of the Board financial planning system and related FP&A tools.This r...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial and Budget Analyst

    Financial and Budget Analyst

    Staffmark • Riverside, CA, United States
    [job_card.full_time]
    Advance your career with Staffmark.We are seeking an experienced Financial and Budget Analyst.Conduct complex financial, budgetary, and compliance analyses to support long-range planning and fiscal...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    (612) Pricing Financial Analyst

    (612) Pricing Financial Analyst

    Arlo Solutions • Riverside, CA, US
    [job_card.full_time]
    Arlo Solutions (Arlo) is an information technology consulting services company that specializes in delivering technology solutions. Our reputation reflects the high quality of the talented Arlo Solu...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Analyst

    Financial Analyst

    JDI Distribution • Redlands, CA, us
    [job_card.full_time]
    [filters_job_card.quick_apply]
    JDI Distribution is an industry-leading manufacturer, distributor, exporter, and wholesaler of premium food brands and consumer products. We are committed to providing high-quality products and serv...[show_more]
    [last_updated.last_updated_variable_days]
    Financial Analyst 2 (Finance and Accounting Analyst 2)

    Financial Analyst 2 (Finance and Accounting Analyst 2)

    Oregon Health & Science University (OHSU) • Riverside, CA, US
    [job_card.full_time]
    Capital Programs Financial Analyst.As the state's only health and research university, OHSU brings together patient care, research, education of the next generation of health care providers and sci...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Principal Budget and Financial Analyst

    Principal Budget and Financial Analyst

    City of Rialto, CA • Rialto, CA, United States
    [job_card.full_time]
    Under administrative direction, to serve as a manager / division head within the Finance Department or large city department performing a wide variety of complex / professional level administrative and...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Financial Analyst - AI Trainer ($150 per hour)

    Remote Financial Analyst - AI Trainer ($150 per hour)

    Mercor • Oceanside, California, US
    [filters.remote]
    [job_card.full_time]
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Grants & Financial Analyst

    Grants & Financial Analyst

    InsideHigherEd • Riverside, California, United States
    [job_card.full_time]
    Reporting to the Financial Operations Manager, provide leadership and support for the financial management of the Departments of Biochemistry, Nematology, Plant Pathology and Microbiology, and the ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Analyst

    Financial Analyst

    Family Service Association • Moreno Valley, CA, United States
    [job_card.full_time]
    Essential Job Duties and Responsibilities.The essential functions include, but are not limited to the following : .Budget Development & Monitorin. Assist in preparation, monitoring, and management of ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Analyst, Financial Systems-Mid

    Analyst, Financial Systems-Mid

    ORBIS • Murrieta, CA, US
    [job_card.full_time]
    Analyst, Financial Systems-Mid.SEA 21, NAVSEA's Director of Surface Ship Maintenance, Modernization, and Sustainment is seeking professional support services (PSS) to support the Government's exist...[show_more]
    [last_updated.last_updated_30] • [promoted]
    CGP : Senior Financial Analyst (SaaS)

    CGP : Senior Financial Analyst (SaaS)

    Century Group • Murrieta, CA, United States
    [job_card.full_time]
    Reputable dental website design company is looking for a Senior Financial Analyst with experience in SaaS.Remote Opportunity in Murrieta, CA!!! (PST Candidates Only). Expected starting base salary $52.[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial and Budget Analyst

    Financial and Budget Analyst

    Staffmark Group • Riverside, CA, United States
    [job_card.full_time]
    Advance your career with Staffmark.We are seeking an experienced Financial and Budget Analyst.Conduct complex financial, budgetary, and compliance analyses to support long-range planning and fiscal...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Financial Analyst / CDM Chargemaster -Corporate-Full-Time Days (REMOTE)

    Senior Financial Analyst / CDM Chargemaster -Corporate-Full-Time Days (REMOTE)

    Mount Sinai Hospital • Riverside, CA, US
    [filters.remote]
    [job_card.full_time]
    Focus on the core content of the job post, removing all extra metadata, navigation mentions, and redundant headers.Keep the high signal to noise ratio, making the content beautiful and condensed.Re...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial & Data Analyst

    Financial & Data Analyst

    Pavago • Riverside, CA, US
    [job_card.full_time]
    Financial Analyst / Data Analyst.Our client is seeking a Financial Analyst / Data Analyst to build models, analyze performance data, and deliver insights that guide strategy and decision-making.Thi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Fiscal / Budget Analyst •

    Fiscal / Budget Analyst •

    County of San Bernardino, CA • San Bernardino, CA, United States
    [job_card.full_time]
    Throughout San Bernardino County, CA.The County of San Bernardino seeks self-motivated and innovative individuals to perform complex professional administrative and analytical work in support of ma...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Remote Investment Analyst – AI Trainer ($50-$60 / hour)

    Data Annotation • Vista, California
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Analyst

    Financial Analyst

    KBS • Oceanside, CA, United States
    [job_card.full_time]
    Kellermeyer Bergensons Services (KBS) is the largest privately held provider of facility services in North America, servicing over. We help industry leaders across a wide range of key verticals-incl...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Analyst

    Financial Analyst

    TradeJobsWorkForce • 92517 Riverside, CA, US
    [job_card.full_time]
    Financial Analyst Job Duties : Reviewing and analyzing tax returns and financial statements.Imput...[show_more]
    [last_updated.last_updated_30] • [promoted]