Sr. Life Insurance Financial Analyst needed w/Master’s degree or Foreign Equivalent in Financial Analysis or Finance and one (1) year experience as Sr. Life Insurance Financial Analyst or Life Insurance Financial Analyst performing following job duties: Create presentations to assist clients with the portfolio, structure and funding of new life insurance, optimize the performance of their existing life insurance portfolios. Perform in-depth financial analysis and model advanced strategies utilized to fund life insurance in a gift tax efficient manner. Model alternatives for optimizing the performance of existing life insurance portfolios. Provide case coordination to assist in managing cases. Gather information from Client Relationship Managers, insurance companies, legal resources, professional advisors. Present complex and technical Excel presentations, as well as PowerPoint illustrations for clients and advisors. Illustrate how to utilize tax attributes to enhance after-tax returns through variable universal life and private placement life insurance portfolios. Email correspondence.Benefits: Health Insurance, PTO & Retirement Plan. Job Location: NYC Salary: $115731.00 Per Year Mail Resumes to: Winged Keel Group60 E 42nd Street, 44th FloorNew York, NY 10165
The CompanyPayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. We operate a global, two-sided network at scale that connects hundreds of millions of merchants and consumers. We help merchants and consumers connect, transact, and complete payments, whether they are online or in person. PayPal is more than a connection to third-party payment networks. We provide proprietary payment solutions accepted by merchants that enable the completion of payments on our platform on behalf of our customers.We offer our customers the flexibility to use their accounts to purchase and receive payments for goods and services, as well as the ability to transfer and withdraw funds. We enable consumers to exchange funds more safely with merchants using a variety of funding sources, which may include a bank account, a PayPal or Venmo account balance, PayPal and Venmo branded credit products, a credit card, a debit card, certain cryptocurrencies, or other stored value products such as gift cards, and eligible credit card rewards. Our PayPal, Venmo, and Xoom products also make it safer and simpler for friends and family to transfer funds to each other. We offer merchants an end-to-end payments solution that provides authorization and settlement capabilities, as well as instant access to funds and payouts. We also help merchants connect with their customers, process exchanges and returns, and manage risk. We enable consumers to engage in cross-border shopping and merchants to extend their global reach while reducing the complexity and friction involved in enabling cross-border trade. Our beliefs are the foundation for how we conduct business every day. We live each day guided by our core values of Inclusion, Innovation, Collaboration, and Wellness. Together, our values ensure that we work together as one global team with our customers at the center of everything we do - and they push us to ensure we take care of ourselves, each other, and our communities.Job Description Summary:We are seeking a dynamic person to join our SMB FP&A team, dedicated to supporting our MicroBusiness organization, focusing on the \"no-store\" segment. This role will collaborate extensively across functions to provide comprehensive FP&A support to commercial and product leadership, managing a significant P&L, and driving strategic growth initiatives. PayPal counts with 5M Monthly Active Microbusiness accounts, the majority of which are \"no-store\" merchants using P2P and Invoicing to accept payments; and there are big ambitions to grow this segment through the recent launch of business profiles and significant improvements to the business account features. We are looking for individuals who are self-directed, analytical, and adept at driving financial insights.Job Description:Responsibilities:
