We are currently seeking a motivated, career-oriented, and customer-oriented Data Processing Specialist to join our team in Linthicum, MD, to begin an exciting and challenging career with our client supporting the FBI. All candidates must be willing to apply for and receive an FBI Top Secret clearance when onboarding In this role, you will utilize your expertise in data normalization and problem solving to assist FBI analysts with the identification fraudulent bank transactions. Duties and Responsibilities: -Use custom software designed to parse bank statements with the goal of normalizing data and adding it to a database. -When required, create templates for parsing new types of bank statements. -Utilize other programs or methods to parse data when existing software is not capable and/or sufficient. -Write MS Access queries for custom, on-demand reports based on analyst requests. -Troubleshoot MS Access database issues. -Utilize scripting ability to create utilities to automate tedious tasks such as manipulating PDFs, apply naming conventions, file merging. -Create reports utilizing Power BI with a SQL server backend. Required Qualifications: -US Citizenship is required -1 year of experience plus a Bachelor's degree in Computer Science, Information Systems, Engineering, Business or other related scientific or technical discipline. -With 5 years of specialized experience, no degree is required. -Ability to write scripts in Powershell, Python, or a similar scripting language -Familiarity with regular expressions and parsing data -The ideal candidate will have experience working with Microsoft Access and Power BI with SQL Server -Ability to collaborate, communicate, and problem solve -Ability to take on and learn new skills.
05/12/2024
Full time
We are currently seeking a motivated, career-oriented, and customer-oriented Data Processing Specialist to join our team in Linthicum, MD, to begin an exciting and challenging career with our client supporting the FBI. All candidates must be willing to apply for and receive an FBI Top Secret clearance when onboarding In this role, you will utilize your expertise in data normalization and problem solving to assist FBI analysts with the identification fraudulent bank transactions. Duties and Responsibilities: -Use custom software designed to parse bank statements with the goal of normalizing data and adding it to a database. -When required, create templates for parsing new types of bank statements. -Utilize other programs or methods to parse data when existing software is not capable and/or sufficient. -Write MS Access queries for custom, on-demand reports based on analyst requests. -Troubleshoot MS Access database issues. -Utilize scripting ability to create utilities to automate tedious tasks such as manipulating PDFs, apply naming conventions, file merging. -Create reports utilizing Power BI with a SQL server backend. Required Qualifications: -US Citizenship is required -1 year of experience plus a Bachelor's degree in Computer Science, Information Systems, Engineering, Business or other related scientific or technical discipline. -With 5 years of specialized experience, no degree is required. -Ability to write scripts in Powershell, Python, or a similar scripting language -Familiarity with regular expressions and parsing data -The ideal candidate will have experience working with Microsoft Access and Power BI with SQL Server -Ability to collaborate, communicate, and problem solve -Ability to take on and learn new skills.
Project Overview The Financial Systems Analyst (FSA) helps Business Services division under Chief Financial Officer bridge gaps between technology and business processes, enabling leadership to make informed business decisions which contribute to maintaining its competitive margin and financial integrity in the ever-evolving electric utility industry. The FSA is directly responsible for the development and maintenance of financial systems utilized within Finance, and is a strategic partner for the team, which includes Financial Planning and Analysis, Revenue Pricing and Analysis, Budgets, Accounting, and Treasury. The FSA assists software package users in day-to-day activities, including but not limited to data loads, maintenance, data extraction, maintenance of the existing systems, and development of new reporting packages. The FSA analyses and researches existing processes that are configured outside of the structured software platform, documents processes, proposes and assists in the implementation efforts of solutions within the financial software platforms. Assist with design and maintenance of automated financial tools and systems to ensure quality information and reports are produced and delivered to senior management on a timely basis. Job Functions and Responsibilities • Develop and maintain "flat file" data preparation tools to ensure seamless input data loads into SAC software platform. • Perform SAC master data maintenance and necessary updates. • Support various SAC end users in resolution of issues related to software navigation, data version updates and reporting. • Conduct research, document findings, propose and present solutions for migration of existing Excel based processes into the SAC platform. • Collaborate with IT staff and/or outside vendor(s) in effectuating configuration changes requiring advanced system knowledge. • Implement additional reports to present data in a concise and useful fashion. • Implement financial models and modeling changes to quantify the potential impacts of industry changes and changes in NYPA's overall business, including net income forecasts, cash flow forecasts, and relevant financial metrics. Test calculations and ensure accuracy of the models. • Represent Business Services during additional software selection processes and subsequent implementations. Skills • Working knowledge of one or more of the following areas required: finance, mathematics, accounting, or economics. • Familiarity with utility finance and/or the NYISO market preferred. • Strong analytical and research skills required. • Ability to organize data, conduct research, document findings and report on analyses in a logical and effective manner, and a demonstrated ability to adapt to rapidly changing environments. • Proficiency with Microsoft Excel, Word, PowerPoint, and other computer applications and file organization procedures is required. • Demonstrated ability to use Pivot Tables, Tables and Database formulas within MS Excel. Excel test will be conducted during the interview. • Working knowledge of SAC, SAP BI and /or NYISO DSS, is preferred. • Effective communication and interpersonal skills. • Ability to work closely with others in achievement of group and cross-departmental goals. • Ability to organize and prioritize job assignments and complete tasks in a timely manner, at times, with limited supervision. • Proactive attitude toward learning and implementing change. Education and Certifications • Bachelor's degree in Economics, Finance, Mathematics, Business, or equivalent required. • Utility experience with an understanding of corporate finance and governmental regulations and requirements preferred.
05/12/2024
Full time
Project Overview The Financial Systems Analyst (FSA) helps Business Services division under Chief Financial Officer bridge gaps between technology and business processes, enabling leadership to make informed business decisions which contribute to maintaining its competitive margin and financial integrity in the ever-evolving electric utility industry. The FSA is directly responsible for the development and maintenance of financial systems utilized within Finance, and is a strategic partner for the team, which includes Financial Planning and Analysis, Revenue Pricing and Analysis, Budgets, Accounting, and Treasury. The FSA assists software package users in day-to-day activities, including but not limited to data loads, maintenance, data extraction, maintenance of the existing systems, and development of new reporting packages. The FSA analyses and researches existing processes that are configured outside of the structured software platform, documents processes, proposes and assists in the implementation efforts of solutions within the financial software platforms. Assist with design and maintenance of automated financial tools and systems to ensure quality information and reports are produced and delivered to senior management on a timely basis. Job Functions and Responsibilities • Develop and maintain "flat file" data preparation tools to ensure seamless input data loads into SAC software platform. • Perform SAC master data maintenance and necessary updates. • Support various SAC end users in resolution of issues related to software navigation, data version updates and reporting. • Conduct research, document findings, propose and present solutions for migration of existing Excel based processes into the SAC platform. • Collaborate with IT staff and/or outside vendor(s) in effectuating configuration changes requiring advanced system knowledge. • Implement additional reports to present data in a concise and useful fashion. • Implement financial models and modeling changes to quantify the potential impacts of industry changes and changes in NYPA's overall business, including net income forecasts, cash flow forecasts, and relevant financial metrics. Test calculations and ensure accuracy of the models. • Represent Business Services during additional software selection processes and subsequent implementations. Skills • Working knowledge of one or more of the following areas required: finance, mathematics, accounting, or economics. • Familiarity with utility finance and/or the NYISO market preferred. • Strong analytical and research skills required. • Ability to organize data, conduct research, document findings and report on analyses in a logical and effective manner, and a demonstrated ability to adapt to rapidly changing environments. • Proficiency with Microsoft Excel, Word, PowerPoint, and other computer applications and file organization procedures is required. • Demonstrated ability to use Pivot Tables, Tables and Database formulas within MS Excel. Excel test will be conducted during the interview. • Working knowledge of SAC, SAP BI and /or NYISO DSS, is preferred. • Effective communication and interpersonal skills. • Ability to work closely with others in achievement of group and cross-departmental goals. • Ability to organize and prioritize job assignments and complete tasks in a timely manner, at times, with limited supervision. • Proactive attitude toward learning and implementing change. Education and Certifications • Bachelor's degree in Economics, Finance, Mathematics, Business, or equivalent required. • Utility experience with an understanding of corporate finance and governmental regulations and requirements preferred.
Description/Job Summary The Microsoft 365 Applications Support Analyst will be responsible for providing support, troubleshooting, and administration of Microsoft 365 applications. This role involves collaborating with IT teams, ensuring the efficient operation of 365 applications, and integrations with these apps and associated services within the organization. The Support Analyst will work closely with the Application development team members within the IT Department to fulfil their responsibilities. Responsibilities/Duties Provide timely and effective support for Microsoft 365 applications including Office, SharePoint, etc. on laptops, desktops and mobile devices. Troubleshoot and resolve escalated user-reported issues, identify root causes, resolve and where necessary suggest alternative solutions. Document incidents, resolutions, and communicate status updates to end-users. Maintain accurate and up-to-date documentation of support procedures, configurations, and troubleshooting steps. Contribute to the development of knowledge base articles for common issues. Assist in the configuration and administration of SharePoint sites and Microsoft 365 applications. Ensure that services are effectively delivered, understood and supported so that they fulfil business needs. Support the onboarding process for new users by providing access guidance and assistance to front line support staff. Accountable for the management and maintenance of systems and services. Keep up to date with new M365 features and capabilities and assess their potential impact on the Firm. Work with Product Leaders, Product Specialists and Team Leads to ensure a coordinated approach to support, improvements, disaster recovery and security across applications. Work with cross functional teams to provide operational support, coordinate with business teams on new or existing issues and manage Microsoft tickets for the same. Participate in cross-functional projects and contribute to implementation efforts. Collaborate with development teams to address user-reported issues with customizations. Training and educating IT teams and end-users on M365 capabilities and collaboration tools (OneDrive, Teams, OneNote, Outlook etc.) Required Skills Basic understanding of Microsoft 365, SharePoint services and functionalities Exposure to Microsoft 365 applications, including Teams, OneDrive, and Power Platform Experience with basic PowerShell scripting for automation tasks Customer-focused with a commitment to delivering high-quality support Detail-oriented and able to follow established procedures Ability to work collaboratively within a team and learn new technologies quickly Proactive approach to identifying and addressing potential issues Excellent written, oral communication, and interpersonal skills, and ability to interact diplomatically with all levels of firm personnel Required Experience 5-7 years of experience in providing support for Microsoft 365 applications Required Education Bachelor's degree in Information Technology, Computer Science, or a related field Details NY only: The estimated base salary range for this position is $125k - $150k at the time of posting. The actual salary offered will depend on a variety of factors, including without limitation, the qualifications of the individual applicant for the position, years of relevant experience, level of education attained, certifications or other professional licenses held, and if applicable, the location in which the applicant lives and/or from which they will be performing the job. This role is exempt meaning it is not overtime pay eligible. Privacy Notice For information about how Simpson Thacher & Bartlett LLP collects and processes your personal information, please refer to our Privacy Notice available at .
05/12/2024
Full time
Description/Job Summary The Microsoft 365 Applications Support Analyst will be responsible for providing support, troubleshooting, and administration of Microsoft 365 applications. This role involves collaborating with IT teams, ensuring the efficient operation of 365 applications, and integrations with these apps and associated services within the organization. The Support Analyst will work closely with the Application development team members within the IT Department to fulfil their responsibilities. Responsibilities/Duties Provide timely and effective support for Microsoft 365 applications including Office, SharePoint, etc. on laptops, desktops and mobile devices. Troubleshoot and resolve escalated user-reported issues, identify root causes, resolve and where necessary suggest alternative solutions. Document incidents, resolutions, and communicate status updates to end-users. Maintain accurate and up-to-date documentation of support procedures, configurations, and troubleshooting steps. Contribute to the development of knowledge base articles for common issues. Assist in the configuration and administration of SharePoint sites and Microsoft 365 applications. Ensure that services are effectively delivered, understood and supported so that they fulfil business needs. Support the onboarding process for new users by providing access guidance and assistance to front line support staff. Accountable for the management and maintenance of systems and services. Keep up to date with new M365 features and capabilities and assess their potential impact on the Firm. Work with Product Leaders, Product Specialists and Team Leads to ensure a coordinated approach to support, improvements, disaster recovery and security across applications. Work with cross functional teams to provide operational support, coordinate with business teams on new or existing issues and manage Microsoft tickets for the same. Participate in cross-functional projects and contribute to implementation efforts. Collaborate with development teams to address user-reported issues with customizations. Training and educating IT teams and end-users on M365 capabilities and collaboration tools (OneDrive, Teams, OneNote, Outlook etc.) Required Skills Basic understanding of Microsoft 365, SharePoint services and functionalities Exposure to Microsoft 365 applications, including Teams, OneDrive, and Power Platform Experience with basic PowerShell scripting for automation tasks Customer-focused with a commitment to delivering high-quality support Detail-oriented and able to follow established procedures Ability to work collaboratively within a team and learn new technologies quickly Proactive approach to identifying and addressing potential issues Excellent written, oral communication, and interpersonal skills, and ability to interact diplomatically with all levels of firm personnel Required Experience 5-7 years of experience in providing support for Microsoft 365 applications Required Education Bachelor's degree in Information Technology, Computer Science, or a related field Details NY only: The estimated base salary range for this position is $125k - $150k at the time of posting. The actual salary offered will depend on a variety of factors, including without limitation, the qualifications of the individual applicant for the position, years of relevant experience, level of education attained, certifications or other professional licenses held, and if applicable, the location in which the applicant lives and/or from which they will be performing the job. This role is exempt meaning it is not overtime pay eligible. Privacy Notice For information about how Simpson Thacher & Bartlett LLP collects and processes your personal information, please refer to our Privacy Notice available at .
Description/Job Summary About Signode: With over $2B in revenue, 80+ manufacturing facilities across 6 continents and over 9,000 employees worldwide, Signode is a leading manufacturer of a broad spectrum of transit packaging consumables, tools, software, and equipment that optimize end-of-line packaging operations and protect products in transit. Signode brings this extensive product portfolio together under hundreds of trusted brands to offer complete transit packaging solutions to its customers. We produce strap, stretch and protective packaging. We also manufacture packaging tools and equipment used to apply the bulk packaging materials. These commercial packaging products are used to pack, bundle, unitize, protect and secure goods during warehousing and transit. Our company is a materials, processes and automation technology that have revolutionized the sector. Headquartered in Tampa, Florida, we are proud to be the Transit Packaging Division of Crown Holdings, Inc. We are excited to go to market as Signode and to share the portfolio of products, services and capabilities that make us the world's premier end-of-line packaging company. Benefits: Signode offers a comprehensive benefits package to full-time employees, which includes health, dental, vision, 401k, paid time off, life insurance, wellness perks, and more. Benefits begin the month following the hire date. Salary: $85,000-$120,000 Summary This role is responsible for providing key analysis and support to the Automation & Packaging Technologies Platform (APT) leadership team and other stakeholders. The individual will be responsible for monthly financial reporting, as well as management analysis focusing on such areas as sales, gross margin, overhead spending and working capital. In addition, this role will be highly involved in coordinating the annual planning and quarterly forecasting process across the global platform. This role is critical in its ability to analyze and interpret complex financial data in order to support accurate and timely strategic and tactical business decisions. Must have a willingness to travel, including international business (less than 25%). Essential Functions Provide weekly sale, bookings and backlog analysis to the APT leadership team for use in short-term and mid-term decision making Key participant in the monthly financial close process for the Platform:Compile, analyze and issue monthly report to APT leadership team Coordinate the monthly P&L and Balance Sheet fluctuation analysis for the platform Prepare presentations and participate in monthly operations review with Signode Corporate Help drive the financial planning process for the Platform:Coordinate annual budget process as well as monthly / quarterly forecasts with the individual Business Units within the Platform Participate in long range strategic plan by providing financial modeling around focused strategic initiatives Participate in presenting financial plans to Signode Senior Leadership Team Conduct business analysis across specific business units, product lines and functions on an ad-hoc basis including, but not limited to the following:Define and track key performance indicators (KPIs) for the business Sales and margin trend analysis by product, geographic region, customer and end-market; identifying areas for growth as well as profit leakage Overhead spend analysis by major expense type and function Working capital analysis including past due accounts receivable and inventory initiatives Support business unit financial groups across the globes by simplifying and standardizing information requests, explaining reporting requirements and providing direction as needed Additional duties and responsibilities as assigned Position Qualifications Education: Bachelor's degree in Finance/Accounting; Master's or financial professional designation preferred. Experience: 5+ years of progressive financial experience. Ability to efficiently mine and summarize large amounts of data. High proficiency in Excel and PowerPoint. Microsoft Access or other data management software preferred. Experience and working knowledge of financial consolidation systems such as OneStream, Hyperion, Longview or Prophix is preferred. Functional Success Drivers: These competencies are what we require for an individual to be successful in this role. Analysis Skills Detail Oriented Interpersonal savvy Sense of Urgency Track Record Conceptual Ability Reasonable Accommodation Statement To perform this job successfully, the individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities. The Company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the Company reserves the right to change this job description and/or assign tasks for the employee to perform, as the Company may deem appropriate. Signode Industrial Group, LLC is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
05/12/2024
Full time
Description/Job Summary About Signode: With over $2B in revenue, 80+ manufacturing facilities across 6 continents and over 9,000 employees worldwide, Signode is a leading manufacturer of a broad spectrum of transit packaging consumables, tools, software, and equipment that optimize end-of-line packaging operations and protect products in transit. Signode brings this extensive product portfolio together under hundreds of trusted brands to offer complete transit packaging solutions to its customers. We produce strap, stretch and protective packaging. We also manufacture packaging tools and equipment used to apply the bulk packaging materials. These commercial packaging products are used to pack, bundle, unitize, protect and secure goods during warehousing and transit. Our company is a materials, processes and automation technology that have revolutionized the sector. Headquartered in Tampa, Florida, we are proud to be the Transit Packaging Division of Crown Holdings, Inc. We are excited to go to market as Signode and to share the portfolio of products, services and capabilities that make us the world's premier end-of-line packaging company. Benefits: Signode offers a comprehensive benefits package to full-time employees, which includes health, dental, vision, 401k, paid time off, life insurance, wellness perks, and more. Benefits begin the month following the hire date. Salary: $85,000-$120,000 Summary This role is responsible for providing key analysis and support to the Automation & Packaging Technologies Platform (APT) leadership team and other stakeholders. The individual will be responsible for monthly financial reporting, as well as management analysis focusing on such areas as sales, gross margin, overhead spending and working capital. In addition, this role will be highly involved in coordinating the annual planning and quarterly forecasting process across the global platform. This role is critical in its ability to analyze and interpret complex financial data in order to support accurate and timely strategic and tactical business decisions. Must have a willingness to travel, including international business (less than 25%). Essential Functions Provide weekly sale, bookings and backlog analysis to the APT leadership team for use in short-term and mid-term decision making Key participant in the monthly financial close process for the Platform:Compile, analyze and issue monthly report to APT leadership team Coordinate the monthly P&L and Balance Sheet fluctuation analysis for the platform Prepare presentations and participate in monthly operations review with Signode Corporate Help drive the financial planning process for the Platform:Coordinate annual budget process as well as monthly / quarterly forecasts with the individual Business Units within the Platform Participate in long range strategic plan by providing financial modeling around focused strategic initiatives Participate in presenting financial plans to Signode Senior Leadership Team Conduct business analysis across specific business units, product lines and functions on an ad-hoc basis including, but not limited to the following:Define and track key performance indicators (KPIs) for the business Sales and margin trend analysis by product, geographic region, customer and end-market; identifying areas for growth as well as profit leakage Overhead spend analysis by major expense type and function Working capital analysis including past due accounts receivable and inventory initiatives Support business unit financial groups across the globes by simplifying and standardizing information requests, explaining reporting requirements and providing direction as needed Additional duties and responsibilities as assigned Position Qualifications Education: Bachelor's degree in Finance/Accounting; Master's or financial professional designation preferred. Experience: 5+ years of progressive financial experience. Ability to efficiently mine and summarize large amounts of data. High proficiency in Excel and PowerPoint. Microsoft Access or other data management software preferred. Experience and working knowledge of financial consolidation systems such as OneStream, Hyperion, Longview or Prophix is preferred. Functional Success Drivers: These competencies are what we require for an individual to be successful in this role. Analysis Skills Detail Oriented Interpersonal savvy Sense of Urgency Track Record Conceptual Ability Reasonable Accommodation Statement To perform this job successfully, the individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities. The Company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the Company reserves the right to change this job description and/or assign tasks for the employee to perform, as the Company may deem appropriate. Signode Industrial Group, LLC is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! As a dedicated Manager of Reporting and Analytics, you will be responsible for leading a team of business analysts to provide business related consultation and/or the design, implementation, administration, monitoring, integration, and analysis of the department. Serves as the data and technology focal point for Workforce Planning to consult, assess, recommend, and acquire efficient technology solutions to identified complex business problems that are aligned with business strategy and coordinated with the Data Warehouse. The leader supports Workforce Planning leadership with critical initiatives and fulfills business plans to ensure department success. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. This position can work remotely in the continental U.S. with occasional business travel. The Opportunity Partners with the business and Information Technology to meet the data needs for data reporting, analytics, and complex projects. Manages the control, protection, extraction, compilation, analysis and reporting of data. Leads team by participating in projects involving integration across CoSA and non-CoSA owned systems. Ensures that requirements are accurately represented and prioritized, coaching users through the requirement definition process as required. Interacts across key enterprise partners to deliver and improve efficiency and effectiveness of the reporting needs. Responsible for setting BI development strategy to ensure that BI solutions are aligned with business requirements and support fact-based decision making. Responsible for the data integrity of complex data models, data marts, and integration of all data into the Data Warehouse. Establishes quality assurance and audit processes that ensure data integrity, accuracy, and protection as vital. Maintains adequate controls and conducts periodic reviews to ensure compliance with Federal laws, statutes for state/locality, and company policies. Engages with senior management and/or general counsel to obtain approvals to release sensitive data. Performs people management functions including employee selection, team building, project/workload assignment, employee training, monitoring of work activity, performance evaluation and pay management decisions. Coordinates inputs from multiple sources, synthesizes data/information and creates qualitative commentary capturing key messages. Provides professional/technical coaching and guidance to team. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of experience in an analytical or technical support function or general data analysis/extraction experience, and statistics. 2 years of direct team lead, supervisory or management experience. Advanced knowledge of data reporting/analysis tools and techniques; requirements gathering. Experience in creating automated reports and interactive visualizations using tools such as Python and Tableau. Expert knowledge of Microsoft Office tools to include Word, Excel, and PowerPoint. What sets you apart: US military experience through military service or a military spouse/domestic partner Experience retrieving and manipulating data within SAS and SQL within a cloud based environment Understanding of Python and actimize products Up to 4 years of fraud data and analytics experience The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $109,130 - $196,430. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
05/12/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! As a dedicated Manager of Reporting and Analytics, you will be responsible for leading a team of business analysts to provide business related consultation and/or the design, implementation, administration, monitoring, integration, and analysis of the department. Serves as the data and technology focal point for Workforce Planning to consult, assess, recommend, and acquire efficient technology solutions to identified complex business problems that are aligned with business strategy and coordinated with the Data Warehouse. The leader supports Workforce Planning leadership with critical initiatives and fulfills business plans to ensure department success. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. This position can work remotely in the continental U.S. with occasional business travel. The Opportunity Partners with the business and Information Technology to meet the data needs for data reporting, analytics, and complex projects. Manages the control, protection, extraction, compilation, analysis and reporting of data. Leads team by participating in projects involving integration across CoSA and non-CoSA owned systems. Ensures that requirements are accurately represented and prioritized, coaching users through the requirement definition process as required. Interacts across key enterprise partners to deliver and improve efficiency and effectiveness of the reporting needs. Responsible for setting BI development strategy to ensure that BI solutions are aligned with business requirements and support fact-based decision making. Responsible for the data integrity of complex data models, data marts, and integration of all data into the Data Warehouse. Establishes quality assurance and audit processes that ensure data integrity, accuracy, and protection as vital. Maintains adequate controls and conducts periodic reviews to ensure compliance with Federal laws, statutes for state/locality, and company policies. Engages with senior management and/or general counsel to obtain approvals to release sensitive data. Performs people management functions including employee selection, team building, project/workload assignment, employee training, monitoring of work activity, performance evaluation and pay management decisions. Coordinates inputs from multiple sources, synthesizes data/information and creates qualitative commentary capturing key messages. Provides professional/technical coaching and guidance to team. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of experience in an analytical or technical support function or general data analysis/extraction experience, and statistics. 2 years of direct team lead, supervisory or management experience. Advanced knowledge of data reporting/analysis tools and techniques; requirements gathering. Experience in creating automated reports and interactive visualizations using tools such as Python and Tableau. Expert knowledge of Microsoft Office tools to include Word, Excel, and PowerPoint. What sets you apart: US military experience through military service or a military spouse/domestic partner Experience retrieving and manipulating data within SAS and SQL within a cloud based environment Understanding of Python and actimize products Up to 4 years of fraud data and analytics experience The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $109,130 - $196,430. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
WHO WE ARE: At HHS Tech Group (HTG), our work matters, and each of us makes a difference in the lives of people every day. HTG is a leader in the development and delivery of innovative, purpose-built modular software and technology solutions to clients in the commercial and government sectors. WHAT WE DO: HHS Tech Group creates innovative, purpose-built technology products and solutions, resulting in value and positive, quantifiable impact for our clients and the people they serve. Our people bring our software to life through collaborative relationships with our clients, working as a team, helping to solve complex problems that create positive personal and community impact for the people our clients serve. Each day, our software products and our people are making a difference. OUR PEOPLE MATTER MOST: Improving the lives of others and making an impact daily is no simple task. We are dedicated to our team's professional and personal growth and well-being. Some key rewards and benefits include: Generously sponsored Medical Insurance Fully paid premiums on dental, vision, life, and disability insurance. Generous 401k matching program (100% match up to 6%) Tuition and Certification reimbursement Open PTO policy JOIN US! WHAT YOU WILL DO: The Business Analyst is responsible for understanding project goals, making a plan to achieve those goals, managing changes, and promoting the alignment of established goals with business decisions throughout the life of a project. Responsibilities: Critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs Proactively communicate and collaborate with external and internal customers to analyze information needs and functional requirements and deliver the following artifacts as needed: (functional requirements, business requirements, use cases, Graphical User Interface (GUI) screens and interface designs) Elicit requirements using interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis, task and workflow analysis. Work independently with users to define concepts with guidance from project managers Drive and challenge business units on their assumptions of how they will successfully execute their plans Serve as the conduit between the customer community (internal and external) and the software development team through which requirements flow Develop requirements specifications according to standard templates, using natural language Collaborate with developers and subject matter experts to establish the technical vision and analyze tradeoffs between usability and performance needs Liaise between the business units, technology teams and support teams Maintain industry/technical knowledge base and facilitate/maintain industry relationships Maintain understanding of the business mission and technology environment Demonstrate commitment to providing customer-focused quality service Perform other duties as deemed relevant based upon experience to fulfill customer needs Required Experience Five (5) or more years of demonstrated Business Analyst experience. 3+ years of State Government experience with Health and Human Services and have a strong level of domain expertise in Medicaid and MMIS (Medicaid Management Information System) initiatives, specifically Provider Enrollment. Two (2) or more years of hands-on Systems/Software Development Life Cycle (SDLC) experience 5+ years of experience capturing, documenting, and refining requirements in Agile, and Hybrid Agile environment (blended Waterfall/Agile approach). Experience in using enterprise-wide requirements definition and management systems and methodologies. Demonstrated successful engagement in multiple simultaneous initiatives/projects. Strong analytical and product management skills required, including a thorough understanding of how to interpret customer business needs and translate them into application and operational requirements Excellent verbal and written communication skills and the ability to interact professionally with a diverse group, executives, managers, and subject matter experts. Experience in producing deliverable quality documents. Experience with supporting system testing and user acceptance testing Experience training end users and providing business user support Experience with Microsoft Word, Excel, SQL, Visio, Lucid Charts, Jira, Confluence Preferred Experience Experience working in an SOA framework Moderate to high level expertise with T-SQL DB, DS software such as R or Python, and MS Office (Excel, Word, PPT) Health Care knowledge around Health care Billing and coding (CPT/HCPCS, ICD, NDC) is a plus. SAFe Agilist certification preferred Business Analysis Body of Knowledge Certification preferred Critical Skills Detail oriented, analytical, and inquisitive Ability to work independently and with others. Extremely organized with strong time-management skills Requirements Elicitation and Analysis Negotiation Ability to build rapport with internal and external stakeholders quickly Able to produce requirements traceability matrix and work with technical staff to understand requirements Excellent communication and organizational skills Education and Certification BS/BA or equivalent in Computer Science, Information Systems, Engineering, Business, Mathematics, or other related scientific or technical discipline with five (5) or more years of experience related to this position Industry-recognized Business Analyst Certification preferred
05/12/2024
Full time
WHO WE ARE: At HHS Tech Group (HTG), our work matters, and each of us makes a difference in the lives of people every day. HTG is a leader in the development and delivery of innovative, purpose-built modular software and technology solutions to clients in the commercial and government sectors. WHAT WE DO: HHS Tech Group creates innovative, purpose-built technology products and solutions, resulting in value and positive, quantifiable impact for our clients and the people they serve. Our people bring our software to life through collaborative relationships with our clients, working as a team, helping to solve complex problems that create positive personal and community impact for the people our clients serve. Each day, our software products and our people are making a difference. OUR PEOPLE MATTER MOST: Improving the lives of others and making an impact daily is no simple task. We are dedicated to our team's professional and personal growth and well-being. Some key rewards and benefits include: Generously sponsored Medical Insurance Fully paid premiums on dental, vision, life, and disability insurance. Generous 401k matching program (100% match up to 6%) Tuition and Certification reimbursement Open PTO policy JOIN US! WHAT YOU WILL DO: The Business Analyst is responsible for understanding project goals, making a plan to achieve those goals, managing changes, and promoting the alignment of established goals with business decisions throughout the life of a project. Responsibilities: Critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs Proactively communicate and collaborate with external and internal customers to analyze information needs and functional requirements and deliver the following artifacts as needed: (functional requirements, business requirements, use cases, Graphical User Interface (GUI) screens and interface designs) Elicit requirements using interviews, document analysis, requirements workshops, surveys, site visits, business process descriptions, use cases, scenarios, business analysis, task and workflow analysis. Work independently with users to define concepts with guidance from project managers Drive and challenge business units on their assumptions of how they will successfully execute their plans Serve as the conduit between the customer community (internal and external) and the software development team through which requirements flow Develop requirements specifications according to standard templates, using natural language Collaborate with developers and subject matter experts to establish the technical vision and analyze tradeoffs between usability and performance needs Liaise between the business units, technology teams and support teams Maintain industry/technical knowledge base and facilitate/maintain industry relationships Maintain understanding of the business mission and technology environment Demonstrate commitment to providing customer-focused quality service Perform other duties as deemed relevant based upon experience to fulfill customer needs Required Experience Five (5) or more years of demonstrated Business Analyst experience. 3+ years of State Government experience with Health and Human Services and have a strong level of domain expertise in Medicaid and MMIS (Medicaid Management Information System) initiatives, specifically Provider Enrollment. Two (2) or more years of hands-on Systems/Software Development Life Cycle (SDLC) experience 5+ years of experience capturing, documenting, and refining requirements in Agile, and Hybrid Agile environment (blended Waterfall/Agile approach). Experience in using enterprise-wide requirements definition and management systems and methodologies. Demonstrated successful engagement in multiple simultaneous initiatives/projects. Strong analytical and product management skills required, including a thorough understanding of how to interpret customer business needs and translate them into application and operational requirements Excellent verbal and written communication skills and the ability to interact professionally with a diverse group, executives, managers, and subject matter experts. Experience in producing deliverable quality documents. Experience with supporting system testing and user acceptance testing Experience training end users and providing business user support Experience with Microsoft Word, Excel, SQL, Visio, Lucid Charts, Jira, Confluence Preferred Experience Experience working in an SOA framework Moderate to high level expertise with T-SQL DB, DS software such as R or Python, and MS Office (Excel, Word, PPT) Health Care knowledge around Health care Billing and coding (CPT/HCPCS, ICD, NDC) is a plus. SAFe Agilist certification preferred Business Analysis Body of Knowledge Certification preferred Critical Skills Detail oriented, analytical, and inquisitive Ability to work independently and with others. Extremely organized with strong time-management skills Requirements Elicitation and Analysis Negotiation Ability to build rapport with internal and external stakeholders quickly Able to produce requirements traceability matrix and work with technical staff to understand requirements Excellent communication and organizational skills Education and Certification BS/BA or equivalent in Computer Science, Information Systems, Engineering, Business, Mathematics, or other related scientific or technical discipline with five (5) or more years of experience related to this position Industry-recognized Business Analyst Certification preferred
ATSS Engineering has a client in Calvert, AL looking for a Capital Expenditure Procurement Analyst. DO YOU HAVE WHAT IT TAKES? The ideal candidate will work in a transactional, large volume, deadline-driven procurement environment, advancing the procurement activities of large capital investments and services to meet the business goals. The Basics: Bachelors Degree in Supply Chain, Business, Analytics, Engineering, or other related field Minimum of 5 years of experience in Procurement role, to include at least 2 years working with large capital investments Strong working knowledge of large Enterprise Resource Planning (ERP) systems Knowledge of large OEM procurement contracts and the contract management of these contracts. This includes payment terms, performance bonds/irrevocable letters of credit, liquidated and actual damage clauses and international shipping and logistics terms. Knowledge of the procurement lifecycle, negotiations, and the contract management of Construction Service contracts. This should include EPCM, EPC, Engineering Services and General Contractor contracts. This experience should also include Time & Material, Cost Reimbursable and Fixed Fee / Guaranteed Maximum Price (GMP) contracts. Knowledge of the procurement lifecycle, negotiations, and the contract management of Construction Permanent Plant Materials (PPM) contracts. This experience should include electrical, mechanical, piping, structural steel and concrete / reinforcing bar contracts. Knowledge and experience should include domestic and international suppliers; with a focus on US based suppliers where possible Excellent communication skills, including reporting on Procurement progress to C-Level executives as part of the Project Reporting Process Proficiency in: Microsoft Office products (Word, Excel, Outlook) Market and industry research/analysis techniques Strategic sourcing best practices Understanding of Total Cost of Ownership (TCO) Project Management The Extras: Steel experience preferred Proficient understanding of and ability to read legal contracts Experience with working on large Capital Projects, specifically in the Metals or Heavy Industrial space TRAITS TO BE SUCCESSFUL Demonstrates strong decision-making, analytical, and problem-solving skills; demonstrates a deep level of detail as it relates to contracts and procurement activities Builds partnerships and works collaboratively with others to meet shared objectives Knows the most effective and efficient processes to move the project forward, with a focus on continuous improvement Detailed orientated while still maintain a strategic or big picture focus Ability to interpret and apply understanding of key financial indicators to make better business decisions Builds strong customer relationships and delivers customer-centric solutions Making sense of complex, high quantity, and sometimes contradictory information to effectively solve problems Secures and deploys resources effectively and efficiently Sees ahead to future possibilities and translates them into breakthrough strategies Identifies the most effective and efficient processes to get things done, with a focus on continuous improvement Relates openly and comfortably with diverse groups of people WHAT YOULL BE DOING Evaluate, qualify, and accurately select suppliers in terms of quality, service, cost and capability Prepare, negotiate, execute, manage and coordinate agreements for assigned commodities and/or services Ensure plant needs and requirements are met while maintaining strong communication lines and high level of customer service with internal customers and suppliers Develop cost reduction strategies and identify non value-added activities related to categories; Present and implement cost-savings ideas and opportunities Research assigned markets and understand the associated processes, knowledge of potential suppliers, and their capabilities Process a high volume of requisitions from multiple areas for assigned categories Assist in obtaining quotes, analyzing bids, and issuing purchase orders and expedites Collaborate with departments for problem resolution, such as invoice discrepancies, non-conforming material, and proof of delivery Work with various Procurement team members to ensure that the Project receives the best value, with the least risk on each contract. Effectively manage outside or contract Procurement and Contract resources assigned to the team. Gathering data for reports and organizing the complex information for ease of communications Interface with all Project Team members, EPCM members and OEMs to ensure accurate and complete understanding of all project documents, standards and contracts Demonstrates the company values of Safety, Teamwork, Accountability, Relationships, and Sustainability YOUR WORK ENVIRONMENT Office and construction setting Gulf coast region in Calvert, AL Days, Monday to Friday with extended hours as required due to periods of peak workloads Weekend Coverage on occasion Eventually rotating opportunities to work from home
05/12/2024
ATSS Engineering has a client in Calvert, AL looking for a Capital Expenditure Procurement Analyst. DO YOU HAVE WHAT IT TAKES? The ideal candidate will work in a transactional, large volume, deadline-driven procurement environment, advancing the procurement activities of large capital investments and services to meet the business goals. The Basics: Bachelors Degree in Supply Chain, Business, Analytics, Engineering, or other related field Minimum of 5 years of experience in Procurement role, to include at least 2 years working with large capital investments Strong working knowledge of large Enterprise Resource Planning (ERP) systems Knowledge of large OEM procurement contracts and the contract management of these contracts. This includes payment terms, performance bonds/irrevocable letters of credit, liquidated and actual damage clauses and international shipping and logistics terms. Knowledge of the procurement lifecycle, negotiations, and the contract management of Construction Service contracts. This should include EPCM, EPC, Engineering Services and General Contractor contracts. This experience should also include Time & Material, Cost Reimbursable and Fixed Fee / Guaranteed Maximum Price (GMP) contracts. Knowledge of the procurement lifecycle, negotiations, and the contract management of Construction Permanent Plant Materials (PPM) contracts. This experience should include electrical, mechanical, piping, structural steel and concrete / reinforcing bar contracts. Knowledge and experience should include domestic and international suppliers; with a focus on US based suppliers where possible Excellent communication skills, including reporting on Procurement progress to C-Level executives as part of the Project Reporting Process Proficiency in: Microsoft Office products (Word, Excel, Outlook) Market and industry research/analysis techniques Strategic sourcing best practices Understanding of Total Cost of Ownership (TCO) Project Management The Extras: Steel experience preferred Proficient understanding of and ability to read legal contracts Experience with working on large Capital Projects, specifically in the Metals or Heavy Industrial space TRAITS TO BE SUCCESSFUL Demonstrates strong decision-making, analytical, and problem-solving skills; demonstrates a deep level of detail as it relates to contracts and procurement activities Builds partnerships and works collaboratively with others to meet shared objectives Knows the most effective and efficient processes to move the project forward, with a focus on continuous improvement Detailed orientated while still maintain a strategic or big picture focus Ability to interpret and apply understanding of key financial indicators to make better business decisions Builds strong customer relationships and delivers customer-centric solutions Making sense of complex, high quantity, and sometimes contradictory information to effectively solve problems Secures and deploys resources effectively and efficiently Sees ahead to future possibilities and translates them into breakthrough strategies Identifies the most effective and efficient processes to get things done, with a focus on continuous improvement Relates openly and comfortably with diverse groups of people WHAT YOULL BE DOING Evaluate, qualify, and accurately select suppliers in terms of quality, service, cost and capability Prepare, negotiate, execute, manage and coordinate agreements for assigned commodities and/or services Ensure plant needs and requirements are met while maintaining strong communication lines and high level of customer service with internal customers and suppliers Develop cost reduction strategies and identify non value-added activities related to categories; Present and implement cost-savings ideas and opportunities Research assigned markets and understand the associated processes, knowledge of potential suppliers, and their capabilities Process a high volume of requisitions from multiple areas for assigned categories Assist in obtaining quotes, analyzing bids, and issuing purchase orders and expedites Collaborate with departments for problem resolution, such as invoice discrepancies, non-conforming material, and proof of delivery Work with various Procurement team members to ensure that the Project receives the best value, with the least risk on each contract. Effectively manage outside or contract Procurement and Contract resources assigned to the team. Gathering data for reports and organizing the complex information for ease of communications Interface with all Project Team members, EPCM members and OEMs to ensure accurate and complete understanding of all project documents, standards and contracts Demonstrates the company values of Safety, Teamwork, Accountability, Relationships, and Sustainability YOUR WORK ENVIRONMENT Office and construction setting Gulf coast region in Calvert, AL Days, Monday to Friday with extended hours as required due to periods of peak workloads Weekend Coverage on occasion Eventually rotating opportunities to work from home
The candidate must have experience with Veeva. Experience with Veeva Submission Archive would be a plus. The candidate is expected to work directly with business subject matter experts to define business requirements The candidate will be responsible for overseeing and managing backlog of new requests helping business to prioritize and define items The candidate will be expected to manage a large backlog of items for relevance, priority, and business value leveraging a Jira repository The candidate will manage planning for release content and timing as well as managing and identifying project risks and issues Elicit requirements using interviews, document analysis, requirements workshops, business process descriptions, use cases, scenarios, business analysis, task and workflow analysis. Critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs. Proactively communicate and collaborate with the business to analyze information needs and functional requirements and deliver artifacts as needed, such as business process workflows. Be the liaison between the business units, technology teams and support teams. Provide support for business process identification (both current state and future), refinement, and implementation. Identifying process gaps and collaborate with SME's to develop solutions Who you will be working for: Atlas is a global strategic consulting firm, focused on the life sciences industry. Our services include Management Consulting, Managed Services and Agile Services. Global pharmaceutical companies and emerging players in the Life Sciences depend on over four hundred Atlas consultants to ensure they have the capabilities that will give them the ability to succeed. Why join the Atlas A-team of Consultants: Opportunity - Atlas has deep life sciences industry roots and a reputation with our clients for having superior quality consultants Meaningful Work - You will be part of the solution to help clients accomplish their patient first missions Culture - We are proactive, highly accountable, and high touch Solid - We have been delivering exceptional consulting talent for over 23 years Depth & Breadth of Collaborative Client Relationships They depend on us to design strategic teams, which can produce and drive outcomes We are experts at Project Management, Portfolio Operations, Agile Services, Change Management and Talent/Organizational Design Benefits: Opportunity for a consulting career average tenure of our consultants is over 2.5 years, with many here for over 7 A-team of support behind you We are all about making you successful Mutual trust We build mutual trust and encourage respect and cooperation among team members We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, genetics, disability, age, or veteran status. We value diversity and inclusion in our workplace and are committed to creating an environment where everyone has an equal opportunity to succeed.
05/12/2024
Full time
The candidate must have experience with Veeva. Experience with Veeva Submission Archive would be a plus. The candidate is expected to work directly with business subject matter experts to define business requirements The candidate will be responsible for overseeing and managing backlog of new requests helping business to prioritize and define items The candidate will be expected to manage a large backlog of items for relevance, priority, and business value leveraging a Jira repository The candidate will manage planning for release content and timing as well as managing and identifying project risks and issues Elicit requirements using interviews, document analysis, requirements workshops, business process descriptions, use cases, scenarios, business analysis, task and workflow analysis. Critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs. Proactively communicate and collaborate with the business to analyze information needs and functional requirements and deliver artifacts as needed, such as business process workflows. Be the liaison between the business units, technology teams and support teams. Provide support for business process identification (both current state and future), refinement, and implementation. Identifying process gaps and collaborate with SME's to develop solutions Who you will be working for: Atlas is a global strategic consulting firm, focused on the life sciences industry. Our services include Management Consulting, Managed Services and Agile Services. Global pharmaceutical companies and emerging players in the Life Sciences depend on over four hundred Atlas consultants to ensure they have the capabilities that will give them the ability to succeed. Why join the Atlas A-team of Consultants: Opportunity - Atlas has deep life sciences industry roots and a reputation with our clients for having superior quality consultants Meaningful Work - You will be part of the solution to help clients accomplish their patient first missions Culture - We are proactive, highly accountable, and high touch Solid - We have been delivering exceptional consulting talent for over 23 years Depth & Breadth of Collaborative Client Relationships They depend on us to design strategic teams, which can produce and drive outcomes We are experts at Project Management, Portfolio Operations, Agile Services, Change Management and Talent/Organizational Design Benefits: Opportunity for a consulting career average tenure of our consultants is over 2.5 years, with many here for over 7 A-team of support behind you We are all about making you successful Mutual trust We build mutual trust and encourage respect and cooperation among team members We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, genetics, disability, age, or veteran status. We value diversity and inclusion in our workplace and are committed to creating an environment where everyone has an equal opportunity to succeed.
Overview: The HR Product Owner will be responsible for managing and driving the development of HR technology products that support the delivery of the organization's HR services. This role will be reporting to the Service Delivery Execllence Lead and working closely with the Service Management Technology Enablement Lead and Sr HR and I&T stakeholders (VP/SVP, ED/SD) to identify opportunities for technology enablement, develop product roadmaps, and lead the development and delivery. The HR Product Owner Lead's mission is to ensure that HR products and services are developed in compliance with established policies, procedures, and quality standards. The HR Product Owners will drive the development of HR products and services that enable the organization to deliver high-quality services to customers and support the achievement of strategic goals. The HR Product Owner will collaborate with external suppliers to ensure the HR platform is accurately updated and maintained. While this role is primarily focused on serving the needs of HR and the ServiceNow HRSD product, the potential to expand to other business areas and products exists. Main Responsibilities and Accountabilities: Collaborate with senior stakeholders from HR, I&T Business Partners and ServiceNow SME's (Enablement Technology Lead, ServiceNow Platform Architect, ITSM Product Owner) to design and build solutions that meet or exceed the technology needs of HR. Serve as primary point of contact for ServiceNow related matters (new demand, issues, etc.) for HR. Develop and maintain a strategic roadmap for the ServiceNow HR product/module, ensuring it supports current and future business needs. Architect HR related business processes in ServiceNow leveraging OOTB capabilities and best practices. Ensure compliance with relevant industry standards and regulations. Provide consultative technical leadership to the HRSD business analysts and development team(s)Provide strategic recommendations around technical best practices & industry trends Troubleshoot and resolve complex technical issues related to the HRSD product/module Act as Subject Matter Expert (SME) for HRSD regression and integration testing Define, guide, and support the execution of our technical governance processes Lead the development and delivery of HR product and services that enable HR capabilities, ensuring that they meet customer needs and are delivered on time, within budget, and to the required level of quality. Serve as the primary point of contact for the development team, providing guidance and direction on product features, prioritization, and delivery timelines. Define and maintain product backlogs, working with the development team to ensure that user stories are well-defined, properly prioritized, and effectively communicated to the development team. Develop and maintain strong relationships with stakeholders across the organization, including business owners, IT teams, and vendors. Monitor product performance and user feedback, making recommendations for product improvements and enhancements as necessary. Experience: 7+ years of relevant experience 2+ years of proven ServiceNow Architecture experience Knowledge of HR function, processes, and best practices Experience with the ServiceNow HR Service Delivery product Proven experience as a ServiceNow product owner Expert knowledge of and/or hands-on experience with ServiceNow products and capabilities, including but not limited to ITSM, HRSD, PSM, ITOM, SPM, Employee Center, ATF Proficiency in scripting languages (JavaScript, PowerShell) and API integrations within the ServiceNow platform Experience working in an agile environment Excellent problem-solving skills and ability to provide innovative solutions to complex challenges. Exceptional communication and interpersonal skills, with the ability to collaborate effectively with diverse teams and stakeholders. ServiceNow certifications, such as Certified Implementation Specialist, Certified Application Developer, or Certified Technical Architect Experience working with Intelligent Agents and process automation Experience working in biotech or industry with similar regulatory requirementrs Competencies: Product management: ability to manage the full product lifecycle, from ideation to launch, and to ensure products are developed to meet customer needs and business objectives Technical expertise: knowledge of HR product technology and technical skills required to develop and manage IT products. Agile methodology: knowledge of agile methodologies and ability to apply them to product development processes Communication and collaboration: ability to communicate effectively with stakeholders, collaborate with cross-functional teams, and build strong relationships with customers and partners Problem-solving: ability to identify and solve complex problems and make decisions in a fast-paced environment Excellent knowledge of service management technologies and tools Experience driving adoption of transformational initiatives and large-scale change management projects Education Bachelor's degree in Computer Science, Information Technology, or a related field Who you will be working for: Atlas is a global strategic consulting firm, focused on the life sciences industry. Our services include Management Consulting, Managed Services and Agile Services. Global pharmaceutical companies and emerging players in the Life Sciences depend on over four hundred Atlas consultants to ensure they have the capabilities that will give them the ability to succeed. Why join the Atlas A-team of Consultants: Opportunity - Atlas has deep life sciences industry roots and a reputation with our clients for having superior quality consultants Meaningful Work - You will be part of the solution to help clients accomplish their patient first missions Culture - We are proactive, highly accountable, and high touch Solid - We have been delivering exceptional consulting talent for over 23 years Depth & Breadth of Collaborative Client Relationships They depend on us to design strategic teams, which can produce and drive outcomes We are experts at Project Management, Portfolio Operations, Agile Services, Change Management and Talent/Organizational Design Benefits: Opportunity for a consulting career average tenure of our consultants is over 2.5 years, with many here for over 7 A-team of support behind you We are all about making you successful Mutual trust We build mutual trust and encourage respect and cooperation among team members We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, genetics, disability, age, or veteran status. We value diversity and inclusion in our workplace and are committed to creating an environment where everyone has an equal opportunity to succeed.
05/12/2024
Full time
Overview: The HR Product Owner will be responsible for managing and driving the development of HR technology products that support the delivery of the organization's HR services. This role will be reporting to the Service Delivery Execllence Lead and working closely with the Service Management Technology Enablement Lead and Sr HR and I&T stakeholders (VP/SVP, ED/SD) to identify opportunities for technology enablement, develop product roadmaps, and lead the development and delivery. The HR Product Owner Lead's mission is to ensure that HR products and services are developed in compliance with established policies, procedures, and quality standards. The HR Product Owners will drive the development of HR products and services that enable the organization to deliver high-quality services to customers and support the achievement of strategic goals. The HR Product Owner will collaborate with external suppliers to ensure the HR platform is accurately updated and maintained. While this role is primarily focused on serving the needs of HR and the ServiceNow HRSD product, the potential to expand to other business areas and products exists. Main Responsibilities and Accountabilities: Collaborate with senior stakeholders from HR, I&T Business Partners and ServiceNow SME's (Enablement Technology Lead, ServiceNow Platform Architect, ITSM Product Owner) to design and build solutions that meet or exceed the technology needs of HR. Serve as primary point of contact for ServiceNow related matters (new demand, issues, etc.) for HR. Develop and maintain a strategic roadmap for the ServiceNow HR product/module, ensuring it supports current and future business needs. Architect HR related business processes in ServiceNow leveraging OOTB capabilities and best practices. Ensure compliance with relevant industry standards and regulations. Provide consultative technical leadership to the HRSD business analysts and development team(s)Provide strategic recommendations around technical best practices & industry trends Troubleshoot and resolve complex technical issues related to the HRSD product/module Act as Subject Matter Expert (SME) for HRSD regression and integration testing Define, guide, and support the execution of our technical governance processes Lead the development and delivery of HR product and services that enable HR capabilities, ensuring that they meet customer needs and are delivered on time, within budget, and to the required level of quality. Serve as the primary point of contact for the development team, providing guidance and direction on product features, prioritization, and delivery timelines. Define and maintain product backlogs, working with the development team to ensure that user stories are well-defined, properly prioritized, and effectively communicated to the development team. Develop and maintain strong relationships with stakeholders across the organization, including business owners, IT teams, and vendors. Monitor product performance and user feedback, making recommendations for product improvements and enhancements as necessary. Experience: 7+ years of relevant experience 2+ years of proven ServiceNow Architecture experience Knowledge of HR function, processes, and best practices Experience with the ServiceNow HR Service Delivery product Proven experience as a ServiceNow product owner Expert knowledge of and/or hands-on experience with ServiceNow products and capabilities, including but not limited to ITSM, HRSD, PSM, ITOM, SPM, Employee Center, ATF Proficiency in scripting languages (JavaScript, PowerShell) and API integrations within the ServiceNow platform Experience working in an agile environment Excellent problem-solving skills and ability to provide innovative solutions to complex challenges. Exceptional communication and interpersonal skills, with the ability to collaborate effectively with diverse teams and stakeholders. ServiceNow certifications, such as Certified Implementation Specialist, Certified Application Developer, or Certified Technical Architect Experience working with Intelligent Agents and process automation Experience working in biotech or industry with similar regulatory requirementrs Competencies: Product management: ability to manage the full product lifecycle, from ideation to launch, and to ensure products are developed to meet customer needs and business objectives Technical expertise: knowledge of HR product technology and technical skills required to develop and manage IT products. Agile methodology: knowledge of agile methodologies and ability to apply them to product development processes Communication and collaboration: ability to communicate effectively with stakeholders, collaborate with cross-functional teams, and build strong relationships with customers and partners Problem-solving: ability to identify and solve complex problems and make decisions in a fast-paced environment Excellent knowledge of service management technologies and tools Experience driving adoption of transformational initiatives and large-scale change management projects Education Bachelor's degree in Computer Science, Information Technology, or a related field Who you will be working for: Atlas is a global strategic consulting firm, focused on the life sciences industry. Our services include Management Consulting, Managed Services and Agile Services. Global pharmaceutical companies and emerging players in the Life Sciences depend on over four hundred Atlas consultants to ensure they have the capabilities that will give them the ability to succeed. Why join the Atlas A-team of Consultants: Opportunity - Atlas has deep life sciences industry roots and a reputation with our clients for having superior quality consultants Meaningful Work - You will be part of the solution to help clients accomplish their patient first missions Culture - We are proactive, highly accountable, and high touch Solid - We have been delivering exceptional consulting talent for over 23 years Depth & Breadth of Collaborative Client Relationships They depend on us to design strategic teams, which can produce and drive outcomes We are experts at Project Management, Portfolio Operations, Agile Services, Change Management and Talent/Organizational Design Benefits: Opportunity for a consulting career average tenure of our consultants is over 2.5 years, with many here for over 7 A-team of support behind you We are all about making you successful Mutual trust We build mutual trust and encourage respect and cooperation among team members We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, genetics, disability, age, or veteran status. We value diversity and inclusion in our workplace and are committed to creating an environment where everyone has an equal opportunity to succeed.
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Edward D. Jones & Co, L.P. ("Edward Jones") is seeking a Fund Investment Guidelines Specialist II for our Proprietary Funds Investment Guidelines ("PFIG") team, whose primary goal is overseeing and executing daily investment guidelines and monitoring functions over the Bridge Builder Trust Mutual Funds and Edward Jones Money Market Fund, as well as providing meaningful contributions to the success of multiple oversight programs that are designed to prevent, detect, and assist in resolving potential violations of federal securities laws and regulations for Edward Jones Fund complex, and Service Providers. As a member of the PFIG team, you will be interacting with multiple asset management teams and service providers in the industry, as well as stakeholder across Edward Jones. What You Will Do: The core focus of the PFIG team is to partner with stakeholders, evaluate, analyze, oversee, and execute the daily first line investment guidelines operations processes: Performs daily monitoring of post-trade portfolio compliance test results generated by Charles River (CRD). Research each exception and escalate potential breaches and other significant findings to the Investment Guidelines management team. Daily monitoring of liquidity risk and money market fund programs. Participates in Olive Street Investment Advisers, LLC, and respective sub-adviser 15(c) reviews. Completes Internal Revenue Service tax compliance testing on a quarterly basis. Participates in annual fund matrix review and procedure testing exercises. Identifying, analyzing, and resolving investment guidelines issues across the fund complex. Assists with overseeing subadviser due diligence, investment compliance monitoring, facilitating and reviewing quarterly questionnaires. Prepares periodic (daily, weekly, monthly etc.) compliance documentation, including results of all automated and manual fund guideline rules in accordance with departmental procedures. Effective monitoring of the investment guidelines' mailbox for communications from overlay manager, sub-advisers, internal stakeholders, and service providers. As an associate within Investment Guidelines team, you will interact with various internal business departments across Edward Jones. As a team member, you will primarily be responsible for interpreting and analyzing the fund investment guidelines and partnering with the fund administrators in applying them into the compliance system. Developing and maintaining relationships with internal stakeholders, sub-adviser firms, and key service providers. Provide real-time leadership advice and guidance to the stakeholders on investment-related guidelines matters. Researching, analyzing, and interpreting current, new, and proposed regulatory requirements. Implementing and documenting new policies and procedures relating to mutual funds, Collective Investment Trusts, and investment advisers. Reviewing, analyzing, and testing current policies and procedures; identifying, recommending, and implementing new and/or enhanced practices. Serving as a subject-matter expert on assigned compliance-related matters. Assists senior level team members with additional routine and more senior tasks and assignments (i.e., data management, new sub-adviser on boarding, etc.). This position is known internally as a Specialist II-Fund Admin What Experience You Need: 5+ years of related experience in asset management industry focusing on regulatory, securities, or investment compliance experience. Bachelor's degree in business, Finance, pre-law, or equivalent education and experience. Securities licenses Series 7 and Series 66 required within 6 months of hire. Familiarity with the following programs strongly preferred: Charles River Compliance System, Bloomberg, Refinitive, and MyState Street. Proficient with Microsoft Office 365. Experience in preparing periodic and/or ad hoc Management and Board reporting. Extensive Compliance experience related to equities and/or global equities. Ability to effectively communicate (verbal and written) complex ideas, processes, and situations to various audiences including senior business stakeholders, investment analysts, portfolio managers, and various oversight committees. The ideal candidate is entrepreneurial, collaborative, and able to work independently on daily tasks while taking responsibility for seeing projects through to their completion. Demonstrates organization and time management skills to be able to meet deadlines. Desire to work in fast-paced environment with a high attention to detail that is at the cutting edge of investment management innovation. Excellent writing skills, including experience writing memoranda, and policy and procedure documents. Ability to balance multiple priorities and demands concurrently. What Could Set You Apart: Experience working in the investment management industry and knowledge of investment products strongly preferred. Working knowledge, understanding and experience with the Investment Company Act of 1940, Securities and Exchange Act of 1933, Securities Exchange Act of 1934, and Mutual Fund Compliance experience preferred. Strong understanding of the sub-adviser and service provider oversight relationships, including participation in due diligence meetings, sub-adviser and service provider outreach, enhancements to policies and procedures (as necessary), and continued monitoring of sub-adviser and service provider risk practices. Understands and applies intermediate knowledge of product/tool/systems, regulatory issues, with the ability to apply the knowledge to the Edward Jones business model, philosophies, and values. Proficient at creating spreadsheets, creating, and analyzing reports, developing measures and external resources. Comfortable working across multiple functions, geographies and partners with maturity and judgement Familiarity with completing the annual prospectus, Statement of Additional Information guideline review and facilitate changes to compliance monitoring system rule coding, as needed. Work in ambiguous and overly complex situations, create clarity, demonstrate sound judgement, and drive towards effective outcomes. Work well under pressure and meet critical deadlines in a very time sensitive environment. Ability to comprehend complex data sets. Comfortable engaging various technologies and software packages like Diligent and Smartsheet. Superb critical thinking and problem-solving abilities. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $70659 - $116516 Category: Headquarters
05/12/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Edward D. Jones & Co, L.P. ("Edward Jones") is seeking a Fund Investment Guidelines Specialist II for our Proprietary Funds Investment Guidelines ("PFIG") team, whose primary goal is overseeing and executing daily investment guidelines and monitoring functions over the Bridge Builder Trust Mutual Funds and Edward Jones Money Market Fund, as well as providing meaningful contributions to the success of multiple oversight programs that are designed to prevent, detect, and assist in resolving potential violations of federal securities laws and regulations for Edward Jones Fund complex, and Service Providers. As a member of the PFIG team, you will be interacting with multiple asset management teams and service providers in the industry, as well as stakeholder across Edward Jones. What You Will Do: The core focus of the PFIG team is to partner with stakeholders, evaluate, analyze, oversee, and execute the daily first line investment guidelines operations processes: Performs daily monitoring of post-trade portfolio compliance test results generated by Charles River (CRD). Research each exception and escalate potential breaches and other significant findings to the Investment Guidelines management team. Daily monitoring of liquidity risk and money market fund programs. Participates in Olive Street Investment Advisers, LLC, and respective sub-adviser 15(c) reviews. Completes Internal Revenue Service tax compliance testing on a quarterly basis. Participates in annual fund matrix review and procedure testing exercises. Identifying, analyzing, and resolving investment guidelines issues across the fund complex. Assists with overseeing subadviser due diligence, investment compliance monitoring, facilitating and reviewing quarterly questionnaires. Prepares periodic (daily, weekly, monthly etc.) compliance documentation, including results of all automated and manual fund guideline rules in accordance with departmental procedures. Effective monitoring of the investment guidelines' mailbox for communications from overlay manager, sub-advisers, internal stakeholders, and service providers. As an associate within Investment Guidelines team, you will interact with various internal business departments across Edward Jones. As a team member, you will primarily be responsible for interpreting and analyzing the fund investment guidelines and partnering with the fund administrators in applying them into the compliance system. Developing and maintaining relationships with internal stakeholders, sub-adviser firms, and key service providers. Provide real-time leadership advice and guidance to the stakeholders on investment-related guidelines matters. Researching, analyzing, and interpreting current, new, and proposed regulatory requirements. Implementing and documenting new policies and procedures relating to mutual funds, Collective Investment Trusts, and investment advisers. Reviewing, analyzing, and testing current policies and procedures; identifying, recommending, and implementing new and/or enhanced practices. Serving as a subject-matter expert on assigned compliance-related matters. Assists senior level team members with additional routine and more senior tasks and assignments (i.e., data management, new sub-adviser on boarding, etc.). This position is known internally as a Specialist II-Fund Admin What Experience You Need: 5+ years of related experience in asset management industry focusing on regulatory, securities, or investment compliance experience. Bachelor's degree in business, Finance, pre-law, or equivalent education and experience. Securities licenses Series 7 and Series 66 required within 6 months of hire. Familiarity with the following programs strongly preferred: Charles River Compliance System, Bloomberg, Refinitive, and MyState Street. Proficient with Microsoft Office 365. Experience in preparing periodic and/or ad hoc Management and Board reporting. Extensive Compliance experience related to equities and/or global equities. Ability to effectively communicate (verbal and written) complex ideas, processes, and situations to various audiences including senior business stakeholders, investment analysts, portfolio managers, and various oversight committees. The ideal candidate is entrepreneurial, collaborative, and able to work independently on daily tasks while taking responsibility for seeing projects through to their completion. Demonstrates organization and time management skills to be able to meet deadlines. Desire to work in fast-paced environment with a high attention to detail that is at the cutting edge of investment management innovation. Excellent writing skills, including experience writing memoranda, and policy and procedure documents. Ability to balance multiple priorities and demands concurrently. What Could Set You Apart: Experience working in the investment management industry and knowledge of investment products strongly preferred. Working knowledge, understanding and experience with the Investment Company Act of 1940, Securities and Exchange Act of 1933, Securities Exchange Act of 1934, and Mutual Fund Compliance experience preferred. Strong understanding of the sub-adviser and service provider oversight relationships, including participation in due diligence meetings, sub-adviser and service provider outreach, enhancements to policies and procedures (as necessary), and continued monitoring of sub-adviser and service provider risk practices. Understands and applies intermediate knowledge of product/tool/systems, regulatory issues, with the ability to apply the knowledge to the Edward Jones business model, philosophies, and values. Proficient at creating spreadsheets, creating, and analyzing reports, developing measures and external resources. Comfortable working across multiple functions, geographies and partners with maturity and judgement Familiarity with completing the annual prospectus, Statement of Additional Information guideline review and facilitate changes to compliance monitoring system rule coding, as needed. Work in ambiguous and overly complex situations, create clarity, demonstrate sound judgement, and drive towards effective outcomes. Work well under pressure and meet critical deadlines in a very time sensitive environment. Ability to comprehend complex data sets. Comfortable engaging various technologies and software packages like Diligent and Smartsheet. Superb critical thinking and problem-solving abilities. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $70659 - $116516 Category: Headquarters
What are we looking for in our Billing Analyst (Financial Analyst III)? Our client, a global technology company is seeking a Billing Financial Analyst - Cupertino, CA 95014 (Hybrid) Location: Cupertino, CA 95014 (Hybrid Work) Pay: $50/hr. - $60/hr. DOE Duties: Responsible for billing/invoicing and reconciliation activities related to our partners across the Wallet platform. Strong finance knowledge in the areas of billing, invoicing, and foreign currency. Routine cross-functional team engagement and influencing (e.g. Finance, Global Business Systems, Tax/Treasury, Legal, Business Development) and external partner engagement. Strong ability to develop and foster relationships across many functions to accomplish goals. Ability to challenge status quo and identify the best possible outcome for customers and partners. Comfortable working in a global rapidly evolving business environment. Education: BA Degree in any stream. Russell Tobin offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors. Rate/Salary: $50/hr. - $60/hr. DOE
05/12/2024
Full time
What are we looking for in our Billing Analyst (Financial Analyst III)? Our client, a global technology company is seeking a Billing Financial Analyst - Cupertino, CA 95014 (Hybrid) Location: Cupertino, CA 95014 (Hybrid Work) Pay: $50/hr. - $60/hr. DOE Duties: Responsible for billing/invoicing and reconciliation activities related to our partners across the Wallet platform. Strong finance knowledge in the areas of billing, invoicing, and foreign currency. Routine cross-functional team engagement and influencing (e.g. Finance, Global Business Systems, Tax/Treasury, Legal, Business Development) and external partner engagement. Strong ability to develop and foster relationships across many functions to accomplish goals. Ability to challenge status quo and identify the best possible outcome for customers and partners. Comfortable working in a global rapidly evolving business environment. Education: BA Degree in any stream. Russell Tobin offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors. Rate/Salary: $50/hr. - $60/hr. DOE
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. In 2022, Edward Jones invested $1 billion in technology infrastructure, digital initiatives, and virtual business enablement tools. We're currently in the test-and-learn phase and are looking for talented, motivated professionals, that want to be part of this transformational journey. Cloud-based architecture and modern technical capabilities will enable us to grow our impact while providing the best client experience possible. The Service Management Office department at Edward Jones is responsible for driving efficiency through the use of IT Service Management and other best-practice frameworks, that enable the Digital Environment. Responsible for continuous evolution to maintain alignment with Digital Strategy and continuous maturity of our ITSM process and procedures to maximize the efficiency and effectiveness of our offerings. You will be challenged to bring a fresh perspective that helps further align and mature our ITSM products (ServiceNow) in line with the overall Digital Strategy. About The Team We're currently expanding our team, including an opportunity for a Digital Product Manager II to lead our ITSM product (ServiceNow) offerings. As a key leader on the team, the Digital Product Manager II combines deep subject matter expertise, vision and strategy, systems thinking, and product management capabilities to produce highly integrated and effective digital solutions and tools. Position Responsibilities: Essential Responsibilities will include but are not limited to: Reporting to the Service Management Office Leader, the ITSM Digital Product Manager II will focus on developing an internal team consisting of multiple agile product owners and business analysts to own all aspects of the web & mobile tools for IT Service Management. This individual aligns strategy to execution through the development and maintenance of a product roadmap, outlining the body of work expected now, next, and into the future Work with key stakeholders and business partners, this role will help create the vision for ITSM Products' role in the complete human-centered experience and will serve at the forefront of driving solutions to provide the best possible associate and branch experience. Responsibilities will include identifying business opportunities and directing team activities to achieve desired outcomes by gathering requirements, designing workflows, and supporting development and implementation efforts. Serve as the primary product leader, developing deep subject matter expertise for IT Service Management Tools This work includes the management of system plans and supporting artifacts encompassing resource needs, stakeholder solution requirements, dependencies, timelines, milestones, and success criteria as necessary to deliver on the promised value. Success in this role requires depth and breadth of subject matter experts inside and outside of the product, as well as a foundational understanding of Product Management and Design Thinking, and the ability to expand these capabilities within the organization. The Digital Product Manager II will be responsible for setting clear expectations of accountability across matrix teams of chapter roles to achieve positive team health, improvement of product execution, user experience, system stability, product quality, and business value. This individual will additionally advise and align with adjacent product teams, maintain currency and capacity reporting, develop reporting to track product velocity through KPIs in line with product teams, and ensure a consistent and cohesive progression of the department's strategy. The Digital Product Manager II is responsible for owning product epics and may be asked to assist with the refinement of portfolio epics. To be successful in this role, the Digital Product Manager II must possess the ability to work across multiple corporate divisions and all levels of associates and management to build strategic partnerships. What You'll Need Bachelor's degree in business administration, management information systems, computer science, or a related field; or equivalent working experience 7+ years of experience required in one or more of these fields: IT Service Management Tools (Service Now) Digital product and/or Agile product management Automation/Orchestration and Process Optimization ITIL expérience (certifications a plus) Expert Knowledge in one or more of the following ITSM technologies: CMDB, Discovery, and Service Mapping Event and Knowledge Management Tools Service Catalogs and Request Portals Product orientation, prior formal leadership experience with exceptional communication, interpersonal skills, and proven results Detail orientation with strong analytical capabilities to overcome ambiguity, and articulate complex technical concepts in a clear, concise, and engaging manner, ensuring comprehension among diverse audiences The ability to influence and drive decisions through effective communication and collaboration at multiple levels in the organization is paramount Teamwork/collaboration mindset with the ability to work with stakeholders throughout the organization and delegate and direct work in a way that maximizes both personal and team efficiency Strong documentation and business process mapping, project management, training, and presentation skills " Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with a preference for Tuesday through Thursday. " At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $136571 - $232541 Category: Headquarters
05/12/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. In 2022, Edward Jones invested $1 billion in technology infrastructure, digital initiatives, and virtual business enablement tools. We're currently in the test-and-learn phase and are looking for talented, motivated professionals, that want to be part of this transformational journey. Cloud-based architecture and modern technical capabilities will enable us to grow our impact while providing the best client experience possible. The Service Management Office department at Edward Jones is responsible for driving efficiency through the use of IT Service Management and other best-practice frameworks, that enable the Digital Environment. Responsible for continuous evolution to maintain alignment with Digital Strategy and continuous maturity of our ITSM process and procedures to maximize the efficiency and effectiveness of our offerings. You will be challenged to bring a fresh perspective that helps further align and mature our ITSM products (ServiceNow) in line with the overall Digital Strategy. About The Team We're currently expanding our team, including an opportunity for a Digital Product Manager II to lead our ITSM product (ServiceNow) offerings. As a key leader on the team, the Digital Product Manager II combines deep subject matter expertise, vision and strategy, systems thinking, and product management capabilities to produce highly integrated and effective digital solutions and tools. Position Responsibilities: Essential Responsibilities will include but are not limited to: Reporting to the Service Management Office Leader, the ITSM Digital Product Manager II will focus on developing an internal team consisting of multiple agile product owners and business analysts to own all aspects of the web & mobile tools for IT Service Management. This individual aligns strategy to execution through the development and maintenance of a product roadmap, outlining the body of work expected now, next, and into the future Work with key stakeholders and business partners, this role will help create the vision for ITSM Products' role in the complete human-centered experience and will serve at the forefront of driving solutions to provide the best possible associate and branch experience. Responsibilities will include identifying business opportunities and directing team activities to achieve desired outcomes by gathering requirements, designing workflows, and supporting development and implementation efforts. Serve as the primary product leader, developing deep subject matter expertise for IT Service Management Tools This work includes the management of system plans and supporting artifacts encompassing resource needs, stakeholder solution requirements, dependencies, timelines, milestones, and success criteria as necessary to deliver on the promised value. Success in this role requires depth and breadth of subject matter experts inside and outside of the product, as well as a foundational understanding of Product Management and Design Thinking, and the ability to expand these capabilities within the organization. The Digital Product Manager II will be responsible for setting clear expectations of accountability across matrix teams of chapter roles to achieve positive team health, improvement of product execution, user experience, system stability, product quality, and business value. This individual will additionally advise and align with adjacent product teams, maintain currency and capacity reporting, develop reporting to track product velocity through KPIs in line with product teams, and ensure a consistent and cohesive progression of the department's strategy. The Digital Product Manager II is responsible for owning product epics and may be asked to assist with the refinement of portfolio epics. To be successful in this role, the Digital Product Manager II must possess the ability to work across multiple corporate divisions and all levels of associates and management to build strategic partnerships. What You'll Need Bachelor's degree in business administration, management information systems, computer science, or a related field; or equivalent working experience 7+ years of experience required in one or more of these fields: IT Service Management Tools (Service Now) Digital product and/or Agile product management Automation/Orchestration and Process Optimization ITIL expérience (certifications a plus) Expert Knowledge in one or more of the following ITSM technologies: CMDB, Discovery, and Service Mapping Event and Knowledge Management Tools Service Catalogs and Request Portals Product orientation, prior formal leadership experience with exceptional communication, interpersonal skills, and proven results Detail orientation with strong analytical capabilities to overcome ambiguity, and articulate complex technical concepts in a clear, concise, and engaging manner, ensuring comprehension among diverse audiences The ability to influence and drive decisions through effective communication and collaboration at multiple levels in the organization is paramount Teamwork/collaboration mindset with the ability to work with stakeholders throughout the organization and delegate and direct work in a way that maximizes both personal and team efficiency Strong documentation and business process mapping, project management, training, and presentation skills " Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with a preference for Tuesday through Thursday. " At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $136571 - $232541 Category: Headquarters
Gastroenterologist Inpatient Hospitalist Locums Job in Northern Illinois Seeking 12-Hour In-House Shifts Monday - Friday Jackson + Coker is partnered with a facility located in northern Illinois that is in need of GI locums in-house coverage (Monday through Friday only) starting in November and ongoing through the end of year at a minimum. Facility prefers GIs that can do ERCP, however, this is not a firm requirement. The facility is able to credential someone in as little as two business days to allow for an immediate start, if available. Coverage need: Seeking GI hospitalist coverage, 12-hour inpatient shifts, 7AM - 7PM Will not need any night call coverage whatsoever (will be a staffed GI on call starting at 7PM) Will be able to head home on Friday evenings at 7PM if you're able to cover Monday - Friday Job Requirements for Assignment : Illinois state medical license required for all 2023 dates Illinois CSR + DEA is required Board Certified/Eligibility required Bread & Butter GI coverage; ERCP is a strong preference but not a firm requirement Support staff is comprised of the Hospitalist team, one GI Nurse Practitioner (she is available as needed but primarily covers in the clinic) and a dedicated GI lab Duties while covering in house: new consults (generally less than 5/day), procedures (both scheduled + emergent) amounting to 10-15/day, patient rounding 100% adult population Meditech EMR, 100+ bed facility, not a designated trauma location, emergency privileges can take 2-3 days at most Jackson + Coker offers: + Weekly Direct Deposit + Top Rated Malpractice Insurance + In-House Travel Agency + 24/7 Recruiter Availability + Single Point of Contact + Experienced In-House Privileging Coordinators Experience why Jackson + Coker has been recognized by Forbes and Staffing Industry Analysts for our commitment to service excellence. Apply Today! Jay Eley For more jobs, visit Jackson + Coker .
05/12/2024
Full time
Gastroenterologist Inpatient Hospitalist Locums Job in Northern Illinois Seeking 12-Hour In-House Shifts Monday - Friday Jackson + Coker is partnered with a facility located in northern Illinois that is in need of GI locums in-house coverage (Monday through Friday only) starting in November and ongoing through the end of year at a minimum. Facility prefers GIs that can do ERCP, however, this is not a firm requirement. The facility is able to credential someone in as little as two business days to allow for an immediate start, if available. Coverage need: Seeking GI hospitalist coverage, 12-hour inpatient shifts, 7AM - 7PM Will not need any night call coverage whatsoever (will be a staffed GI on call starting at 7PM) Will be able to head home on Friday evenings at 7PM if you're able to cover Monday - Friday Job Requirements for Assignment : Illinois state medical license required for all 2023 dates Illinois CSR + DEA is required Board Certified/Eligibility required Bread & Butter GI coverage; ERCP is a strong preference but not a firm requirement Support staff is comprised of the Hospitalist team, one GI Nurse Practitioner (she is available as needed but primarily covers in the clinic) and a dedicated GI lab Duties while covering in house: new consults (generally less than 5/day), procedures (both scheduled + emergent) amounting to 10-15/day, patient rounding 100% adult population Meditech EMR, 100+ bed facility, not a designated trauma location, emergency privileges can take 2-3 days at most Jackson + Coker offers: + Weekly Direct Deposit + Top Rated Malpractice Insurance + In-House Travel Agency + 24/7 Recruiter Availability + Single Point of Contact + Experienced In-House Privileging Coordinators Experience why Jackson + Coker has been recognized by Forbes and Staffing Industry Analysts for our commitment to service excellence. Apply Today! Jay Eley For more jobs, visit Jackson + Coker .
Job Title: Business Performance Analyst, Expert Job ID: 24-02014 Location: Oakland, CA Duration: 07 months on W2 Contract. Description: LOCAL CANDIDATES WITHIN THE STATE OF CALIFORNIA IS PREFERRED. Hybrid in OGO once a week. TOP THINGS: PowerBi Expert Level skills, experience building dashboards, experience publishing powerbi dashboards. Position Summary The Business Performance Analyst, Expert's primary function will create performance metrics and dashboards. Facilitates reporting of results utlizing PowerBI, SQL, Python and other visual management coding practices. Qualifications Minimum: 3-5 years relevant business experience BA/BS in Business, Engineering, Construction Management, Computer Science/Information Expert excel skills (Power Pivots & Tables, V Look up, etc) Expert in Microsoft BI stack including PowerView and PowerPivot; PowerBI, DAX Expert in MS Excel/Access/PowerPoint Experience with metrics/dashboard creation, reporting, and presenting data Experience working with data stored across multiple databases/data sources Advanced reporting knowledge and experience with multiple reporting tools Demonstrated experience in data visualization best practices using power BI Ability to work independently and part of a team Advanced problem-solving skills and data analysis skills. The hourly rate for this position is between $62.00-$69.00 per hour. Compensation: Factors which may affect starting pay within this range may include geography/market, skills, education, experience and other qualifications of the successful candidate .
05/12/2024
Full time
Job Title: Business Performance Analyst, Expert Job ID: 24-02014 Location: Oakland, CA Duration: 07 months on W2 Contract. Description: LOCAL CANDIDATES WITHIN THE STATE OF CALIFORNIA IS PREFERRED. Hybrid in OGO once a week. TOP THINGS: PowerBi Expert Level skills, experience building dashboards, experience publishing powerbi dashboards. Position Summary The Business Performance Analyst, Expert's primary function will create performance metrics and dashboards. Facilitates reporting of results utlizing PowerBI, SQL, Python and other visual management coding practices. Qualifications Minimum: 3-5 years relevant business experience BA/BS in Business, Engineering, Construction Management, Computer Science/Information Expert excel skills (Power Pivots & Tables, V Look up, etc) Expert in Microsoft BI stack including PowerView and PowerPivot; PowerBI, DAX Expert in MS Excel/Access/PowerPoint Experience with metrics/dashboard creation, reporting, and presenting data Experience working with data stored across multiple databases/data sources Advanced reporting knowledge and experience with multiple reporting tools Demonstrated experience in data visualization best practices using power BI Ability to work independently and part of a team Advanced problem-solving skills and data analysis skills. The hourly rate for this position is between $62.00-$69.00 per hour. Compensation: Factors which may affect starting pay within this range may include geography/market, skills, education, experience and other qualifications of the successful candidate .
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Edward D. Jones & Co, L.P. ("Edward Jones") is seeking a Fund Investment Guidelines Specialist II for our Proprietary Funds Investment Guidelines ("PFIG") team, whose primary goal is overseeing and executing daily investment guidelines and monitoring functions over the Bridge Builder Trust Mutual Funds and Edward Jones Money Market Fund, as well as providing meaningful contributions to the success of multiple oversight programs that are designed to prevent, detect, and assist in resolving potential violations of federal securities laws and regulations for Edward Jones Fund complex, and Service Providers. As a member of the PFIG team, you will be interacting with multiple asset management teams and service providers in the industry, as well as stakeholder across Edward Jones. What You Will Do: The core focus of the PFIG team is to partner with stakeholders, evaluate, analyze, oversee, and execute the daily first line investment guidelines operations processes: Performs daily monitoring of post-trade portfolio compliance test results generated by Charles River (CRD). Research each exception and escalate potential breaches and other significant findings to the Investment Guidelines management team. Daily monitoring of liquidity risk and money market fund programs. Participates in Olive Street Investment Advisers, LLC, and respective sub-adviser 15(c) reviews. Completes Internal Revenue Service tax compliance testing on a quarterly basis. Participates in annual fund matrix review and procedure testing exercises. Identifying, analyzing, and resolving investment guidelines issues across the fund complex. Assists with overseeing subadviser due diligence, investment compliance monitoring, facilitating and reviewing quarterly questionnaires. Prepares periodic (daily, weekly, monthly etc.) compliance documentation, including results of all automated and manual fund guideline rules in accordance with departmental procedures. Effective monitoring of the investment guidelines' mailbox for communications from overlay manager, sub-advisers, internal stakeholders, and service providers. As an associate within Investment Guidelines team, you will interact with various internal business departments across Edward Jones. As a team member, you will primarily be responsible for interpreting and analyzing the fund investment guidelines and partnering with the fund administrators in applying them into the compliance system. Developing and maintaining relationships with internal stakeholders, sub-adviser firms, and key service providers. Provide real-time leadership advice and guidance to the stakeholders on investment-related guidelines matters. Researching, analyzing, and interpreting current, new, and proposed regulatory requirements. Implementing and documenting new policies and procedures relating to mutual funds, Collective Investment Trusts, and investment advisers. Reviewing, analyzing, and testing current policies and procedures; identifying, recommending, and implementing new and/or enhanced practices. Serving as a subject-matter expert on assigned compliance-related matters. Assists senior level team members with additional routine and more senior tasks and assignments (i.e., data management, new sub-adviser on boarding, etc.). This position is known internally as a Specialist II-Fund Admin What Experience You Need: 5+ years of related experience in asset management industry focusing on regulatory, securities, or investment compliance experience. Bachelor's degree in business, Finance, pre-law, or equivalent education and experience. Securities licenses Series 7 and Series 66 required within 6 months of hire. Familiarity with the following programs strongly preferred: Charles River Compliance System, Bloomberg, Refinitive, and MyState Street. Proficient with Microsoft Office 365. Experience in preparing periodic and/or ad hoc Management and Board reporting. Extensive Compliance experience related to equities and/or global equities. Ability to effectively communicate (verbal and written) complex ideas, processes, and situations to various audiences including senior business stakeholders, investment analysts, portfolio managers, and various oversight committees. The ideal candidate is entrepreneurial, collaborative, and able to work independently on daily tasks while taking responsibility for seeing projects through to their completion. Demonstrates organization and time management skills to be able to meet deadlines. Desire to work in fast-paced environment with a high attention to detail that is at the cutting edge of investment management innovation. Excellent writing skills, including experience writing memoranda, and policy and procedure documents. Ability to balance multiple priorities and demands concurrently. What Could Set You Apart: Experience working in the investment management industry and knowledge of investment products strongly preferred. Working knowledge, understanding and experience with the Investment Company Act of 1940, Securities and Exchange Act of 1933, Securities Exchange Act of 1934, and Mutual Fund Compliance experience preferred. Strong understanding of the sub-adviser and service provider oversight relationships, including participation in due diligence meetings, sub-adviser and service provider outreach, enhancements to policies and procedures (as necessary), and continued monitoring of sub-adviser and service provider risk practices. Understands and applies intermediate knowledge of product/tool/systems, regulatory issues, with the ability to apply the knowledge to the Edward Jones business model, philosophies, and values. Proficient at creating spreadsheets, creating, and analyzing reports, developing measures and external resources. Comfortable working across multiple functions, geographies and partners with maturity and judgement Familiarity with completing the annual prospectus, Statement of Additional Information guideline review and facilitate changes to compliance monitoring system rule coding, as needed. Work in ambiguous and overly complex situations, create clarity, demonstrate sound judgement, and drive towards effective outcomes. Work well under pressure and meet critical deadlines in a very time sensitive environment. Ability to comprehend complex data sets. Comfortable engaging various technologies and software packages like Diligent and Smartsheet. Superb critical thinking and problem-solving abilities. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $70659 - $116516 Category: Headquarters
05/12/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Edward D. Jones & Co, L.P. ("Edward Jones") is seeking a Fund Investment Guidelines Specialist II for our Proprietary Funds Investment Guidelines ("PFIG") team, whose primary goal is overseeing and executing daily investment guidelines and monitoring functions over the Bridge Builder Trust Mutual Funds and Edward Jones Money Market Fund, as well as providing meaningful contributions to the success of multiple oversight programs that are designed to prevent, detect, and assist in resolving potential violations of federal securities laws and regulations for Edward Jones Fund complex, and Service Providers. As a member of the PFIG team, you will be interacting with multiple asset management teams and service providers in the industry, as well as stakeholder across Edward Jones. What You Will Do: The core focus of the PFIG team is to partner with stakeholders, evaluate, analyze, oversee, and execute the daily first line investment guidelines operations processes: Performs daily monitoring of post-trade portfolio compliance test results generated by Charles River (CRD). Research each exception and escalate potential breaches and other significant findings to the Investment Guidelines management team. Daily monitoring of liquidity risk and money market fund programs. Participates in Olive Street Investment Advisers, LLC, and respective sub-adviser 15(c) reviews. Completes Internal Revenue Service tax compliance testing on a quarterly basis. Participates in annual fund matrix review and procedure testing exercises. Identifying, analyzing, and resolving investment guidelines issues across the fund complex. Assists with overseeing subadviser due diligence, investment compliance monitoring, facilitating and reviewing quarterly questionnaires. Prepares periodic (daily, weekly, monthly etc.) compliance documentation, including results of all automated and manual fund guideline rules in accordance with departmental procedures. Effective monitoring of the investment guidelines' mailbox for communications from overlay manager, sub-advisers, internal stakeholders, and service providers. As an associate within Investment Guidelines team, you will interact with various internal business departments across Edward Jones. As a team member, you will primarily be responsible for interpreting and analyzing the fund investment guidelines and partnering with the fund administrators in applying them into the compliance system. Developing and maintaining relationships with internal stakeholders, sub-adviser firms, and key service providers. Provide real-time leadership advice and guidance to the stakeholders on investment-related guidelines matters. Researching, analyzing, and interpreting current, new, and proposed regulatory requirements. Implementing and documenting new policies and procedures relating to mutual funds, Collective Investment Trusts, and investment advisers. Reviewing, analyzing, and testing current policies and procedures; identifying, recommending, and implementing new and/or enhanced practices. Serving as a subject-matter expert on assigned compliance-related matters. Assists senior level team members with additional routine and more senior tasks and assignments (i.e., data management, new sub-adviser on boarding, etc.). This position is known internally as a Specialist II-Fund Admin What Experience You Need: 5+ years of related experience in asset management industry focusing on regulatory, securities, or investment compliance experience. Bachelor's degree in business, Finance, pre-law, or equivalent education and experience. Securities licenses Series 7 and Series 66 required within 6 months of hire. Familiarity with the following programs strongly preferred: Charles River Compliance System, Bloomberg, Refinitive, and MyState Street. Proficient with Microsoft Office 365. Experience in preparing periodic and/or ad hoc Management and Board reporting. Extensive Compliance experience related to equities and/or global equities. Ability to effectively communicate (verbal and written) complex ideas, processes, and situations to various audiences including senior business stakeholders, investment analysts, portfolio managers, and various oversight committees. The ideal candidate is entrepreneurial, collaborative, and able to work independently on daily tasks while taking responsibility for seeing projects through to their completion. Demonstrates organization and time management skills to be able to meet deadlines. Desire to work in fast-paced environment with a high attention to detail that is at the cutting edge of investment management innovation. Excellent writing skills, including experience writing memoranda, and policy and procedure documents. Ability to balance multiple priorities and demands concurrently. What Could Set You Apart: Experience working in the investment management industry and knowledge of investment products strongly preferred. Working knowledge, understanding and experience with the Investment Company Act of 1940, Securities and Exchange Act of 1933, Securities Exchange Act of 1934, and Mutual Fund Compliance experience preferred. Strong understanding of the sub-adviser and service provider oversight relationships, including participation in due diligence meetings, sub-adviser and service provider outreach, enhancements to policies and procedures (as necessary), and continued monitoring of sub-adviser and service provider risk practices. Understands and applies intermediate knowledge of product/tool/systems, regulatory issues, with the ability to apply the knowledge to the Edward Jones business model, philosophies, and values. Proficient at creating spreadsheets, creating, and analyzing reports, developing measures and external resources. Comfortable working across multiple functions, geographies and partners with maturity and judgement Familiarity with completing the annual prospectus, Statement of Additional Information guideline review and facilitate changes to compliance monitoring system rule coding, as needed. Work in ambiguous and overly complex situations, create clarity, demonstrate sound judgement, and drive towards effective outcomes. Work well under pressure and meet critical deadlines in a very time sensitive environment. Ability to comprehend complex data sets. Comfortable engaging various technologies and software packages like Diligent and Smartsheet. Superb critical thinking and problem-solving abilities. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $70659 - $116516 Category: Headquarters
Location: Erickson Senior Living Erickson Senior Living, headquartered in Baltimore, Maryland is a national provider of senior living and health care with campuses in 11 states-and growing. Erickson Senior Living develops and manages senior living communities and health services across the country. We achieve industry-leading results in customer satisfaction, driving high occupancy, and positive health outcomes. The Tax Compliance Analyst p erforms tax and other compliance functions for Erickson Senior Living, its subsidiaries, affiliates and managed communities. Compliance functions includes income, franchise, property and sales taxes as well as business licenses (which includes liquor licenses, sales tax licenses and various other related licensing activities). The role requires a basic understanding of federal, state and local tax laws, the ability to follow detailed tax filing instructions, and the ability to perform self review. How you will make an impact: Participates in the documentation and execution of all processes performed as part of tax compliance and participate in evaluating processes for improvements and efficiencies. Supports income tax compliance and preparation coordination: Annual and quarterly income tax compliance for federal and state filings; T ax projection modeling/planning; Projects and initiatives to assess tax impact of business transactions; Tax letters review Supports other compliance matters accurately and timely including, but not limited to: Franchise tax returns; Personal property tax returns; Liquor license filings; Business license filings; Gross receipts returns; Unclaimed property; Sales tax reporting; Covid relief application and compliance reporting Assist in preparing for and responding to tax audits. Stay up to date on changes in tax laws and regulations at the federal, state and local levels. Maintain effective relationships with vendors, consultants, and taxing authorities in support of tax and compliance initiatives. What we offer: Competitive benefits packages including medical, dental, vision, and PTO in accordance with applicable state law. 401k for all employees 18 and over. Company contribution up to 3% once eligible. State of the art community campuses, ongoing expansion plans, and design enhancements to ensure Erickson Senior Living continues to set the standard for senior living excellence. Free onsite parking at all of our communities and corporate offices Education assistance, certification reimbursement, and student loan refinancing partnership programs are available. A "career for life" approach to professional and personal development for our greatest asset; our employees. Compensation: commensurate with experience starting from $65,000/annually. What you will need: Minimum 2 years' experience in tax/finance required Bachelor's in Accounting/Finance require. MBA/CPA a plus. Experience in lieu of education may be considered on a case by case bases as long as there is a minimum of two years related experience for each year of education. Healthcare, real estate and/or senior living experience preferred Experience with analytical trend analysis, modeling and tax planning a plus Microsoft AX experience preferred Microsoft Office a must; solid advanced Excel skills, database and other analytical tools (Pivots, OLAP Cube Functions) Erickson Senior Living, its affiliates, and managed communities are Equal Opportunity Employers and are committed to providing a workplace free of unlawful discrimination and harassment on the basis of race, color, religion, sex, age, national origin, marital status, veteran status, mental or physical disability, sexual orientation, gender identity or expression, genetic information or any other category protected by federal, state or local law.
05/12/2024
Full time
Location: Erickson Senior Living Erickson Senior Living, headquartered in Baltimore, Maryland is a national provider of senior living and health care with campuses in 11 states-and growing. Erickson Senior Living develops and manages senior living communities and health services across the country. We achieve industry-leading results in customer satisfaction, driving high occupancy, and positive health outcomes. The Tax Compliance Analyst p erforms tax and other compliance functions for Erickson Senior Living, its subsidiaries, affiliates and managed communities. Compliance functions includes income, franchise, property and sales taxes as well as business licenses (which includes liquor licenses, sales tax licenses and various other related licensing activities). The role requires a basic understanding of federal, state and local tax laws, the ability to follow detailed tax filing instructions, and the ability to perform self review. How you will make an impact: Participates in the documentation and execution of all processes performed as part of tax compliance and participate in evaluating processes for improvements and efficiencies. Supports income tax compliance and preparation coordination: Annual and quarterly income tax compliance for federal and state filings; T ax projection modeling/planning; Projects and initiatives to assess tax impact of business transactions; Tax letters review Supports other compliance matters accurately and timely including, but not limited to: Franchise tax returns; Personal property tax returns; Liquor license filings; Business license filings; Gross receipts returns; Unclaimed property; Sales tax reporting; Covid relief application and compliance reporting Assist in preparing for and responding to tax audits. Stay up to date on changes in tax laws and regulations at the federal, state and local levels. Maintain effective relationships with vendors, consultants, and taxing authorities in support of tax and compliance initiatives. What we offer: Competitive benefits packages including medical, dental, vision, and PTO in accordance with applicable state law. 401k for all employees 18 and over. Company contribution up to 3% once eligible. State of the art community campuses, ongoing expansion plans, and design enhancements to ensure Erickson Senior Living continues to set the standard for senior living excellence. Free onsite parking at all of our communities and corporate offices Education assistance, certification reimbursement, and student loan refinancing partnership programs are available. A "career for life" approach to professional and personal development for our greatest asset; our employees. Compensation: commensurate with experience starting from $65,000/annually. What you will need: Minimum 2 years' experience in tax/finance required Bachelor's in Accounting/Finance require. MBA/CPA a plus. Experience in lieu of education may be considered on a case by case bases as long as there is a minimum of two years related experience for each year of education. Healthcare, real estate and/or senior living experience preferred Experience with analytical trend analysis, modeling and tax planning a plus Microsoft AX experience preferred Microsoft Office a must; solid advanced Excel skills, database and other analytical tools (Pivots, OLAP Cube Functions) Erickson Senior Living, its affiliates, and managed communities are Equal Opportunity Employers and are committed to providing a workplace free of unlawful discrimination and harassment on the basis of race, color, religion, sex, age, national origin, marital status, veteran status, mental or physical disability, sexual orientation, gender identity or expression, genetic information or any other category protected by federal, state or local law.
Chubb is hiring for a Product Services Analyst in our Legal & Compliance Department! Legal & Compliance (L&C) - Philosophy and Culture Statement: The L&C is committed to providing best-in-class legal and compliance services to our business partners. The L&C emphasizes teamwork, expertise, and a "can-do" attitude. Operating as a best-in-class organization requires a commitment to constant improvement and an on-going commitment to adding value - every day, by every team member. The group takes pride in delivering consistent customer satisfaction, advancing self-development among team members, participating in company and team initiatives - all with a focus on superior execution. Major Duties and Responsibilities: Work with the Product Services Managers and Business units to assist in maintaining forms, rules and rating plans in compliance with regulatory requirements and meeting the business needs. Complete product analysis; assist with providing detailed business requirements for rating and policy issuance systems. Partners with IT to ensure accurate and timely implementation of business requirements. Supports Drafting Portal Requests by performing triage, analysis, and research on individual requests to ensure accurate data; and implement forms in the appropriate policy administration system. Assist with developing and coordinating rating methodology, business rules, and rate/rule/form explanatory memoranda that adequately support the business intent of the filing; secures all internal approvals. Prepare and submit filings for entry into SERFF; track and respond to product objections. This includes preparing the filing packets, reviewing the checklists, and working on state filing objections. Provides 2nd Level Support with the appropriate sense of urgency for Chubb Insurance and field staff to resolve issues reported to the helpdesk and respond to inquiries concerning the support of products and filings. Research and analyzes industry and competitor data as requested by the Business Units. Participate in and support regulatory compliance activities including audits of business units, Market Conduct Examinations.
05/12/2024
Full time
Chubb is hiring for a Product Services Analyst in our Legal & Compliance Department! Legal & Compliance (L&C) - Philosophy and Culture Statement: The L&C is committed to providing best-in-class legal and compliance services to our business partners. The L&C emphasizes teamwork, expertise, and a "can-do" attitude. Operating as a best-in-class organization requires a commitment to constant improvement and an on-going commitment to adding value - every day, by every team member. The group takes pride in delivering consistent customer satisfaction, advancing self-development among team members, participating in company and team initiatives - all with a focus on superior execution. Major Duties and Responsibilities: Work with the Product Services Managers and Business units to assist in maintaining forms, rules and rating plans in compliance with regulatory requirements and meeting the business needs. Complete product analysis; assist with providing detailed business requirements for rating and policy issuance systems. Partners with IT to ensure accurate and timely implementation of business requirements. Supports Drafting Portal Requests by performing triage, analysis, and research on individual requests to ensure accurate data; and implement forms in the appropriate policy administration system. Assist with developing and coordinating rating methodology, business rules, and rate/rule/form explanatory memoranda that adequately support the business intent of the filing; secures all internal approvals. Prepare and submit filings for entry into SERFF; track and respond to product objections. This includes preparing the filing packets, reviewing the checklists, and working on state filing objections. Provides 2nd Level Support with the appropriate sense of urgency for Chubb Insurance and field staff to resolve issues reported to the helpdesk and respond to inquiries concerning the support of products and filings. Research and analyzes industry and competitor data as requested by the Business Units. Participate in and support regulatory compliance activities including audits of business units, Market Conduct Examinations.
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Edward D. Jones & Co, L.P. ("Edward Jones") is seeking a Fund Investment Guidelines Specialist II for our Proprietary Funds Investment Guidelines ("PFIG") team, whose primary goal is overseeing and executing daily investment guidelines and monitoring functions over the Bridge Builder Trust Mutual Funds and Edward Jones Money Market Fund, as well as providing meaningful contributions to the success of multiple oversight programs that are designed to prevent, detect, and assist in resolving potential violations of federal securities laws and regulations for Edward Jones Fund complex, and Service Providers. As a member of the PFIG team, you will be interacting with multiple asset management teams and service providers in the industry, as well as stakeholder across Edward Jones. What You Will Do: The core focus of the PFIG team is to partner with stakeholders, evaluate, analyze, oversee, and execute the daily first line investment guidelines operations processes: Performs daily monitoring of post-trade portfolio compliance test results generated by Charles River (CRD). Research each exception and escalate potential breaches and other significant findings to the Investment Guidelines management team. Daily monitoring of liquidity risk and money market fund programs. Participates in Olive Street Investment Advisers, LLC, and respective sub-adviser 15(c) reviews. Completes Internal Revenue Service tax compliance testing on a quarterly basis. Participates in annual fund matrix review and procedure testing exercises. Identifying, analyzing, and resolving investment guidelines issues across the fund complex. Assists with overseeing subadviser due diligence, investment compliance monitoring, facilitating and reviewing quarterly questionnaires. Prepares periodic (daily, weekly, monthly etc.) compliance documentation, including results of all automated and manual fund guideline rules in accordance with departmental procedures. Effective monitoring of the investment guidelines' mailbox for communications from overlay manager, sub-advisers, internal stakeholders, and service providers. As an associate within Investment Guidelines team, you will interact with various internal business departments across Edward Jones. As a team member, you will primarily be responsible for interpreting and analyzing the fund investment guidelines and partnering with the fund administrators in applying them into the compliance system. Developing and maintaining relationships with internal stakeholders, sub-adviser firms, and key service providers. Provide real-time leadership advice and guidance to the stakeholders on investment-related guidelines matters. Researching, analyzing, and interpreting current, new, and proposed regulatory requirements. Implementing and documenting new policies and procedures relating to mutual funds, Collective Investment Trusts, and investment advisers. Reviewing, analyzing, and testing current policies and procedures; identifying, recommending, and implementing new and/or enhanced practices. Serving as a subject-matter expert on assigned compliance-related matters. Assists senior level team members with additional routine and more senior tasks and assignments (i.e., data management, new sub-adviser on boarding, etc.). This position is known internally as a Specialist II-Fund Admin What Experience You Need: 5+ years of related experience in asset management industry focusing on regulatory, securities, or investment compliance experience. Bachelor's degree in business, Finance, pre-law, or equivalent education and experience. Securities licenses Series 7 and Series 66 required within 6 months of hire. Familiarity with the following programs strongly preferred: Charles River Compliance System, Bloomberg, Refinitive, and MyState Street. Proficient with Microsoft Office 365. Experience in preparing periodic and/or ad hoc Management and Board reporting. Extensive Compliance experience related to equities and/or global equities. Ability to effectively communicate (verbal and written) complex ideas, processes, and situations to various audiences including senior business stakeholders, investment analysts, portfolio managers, and various oversight committees. The ideal candidate is entrepreneurial, collaborative, and able to work independently on daily tasks while taking responsibility for seeing projects through to their completion. Demonstrates organization and time management skills to be able to meet deadlines. Desire to work in fast-paced environment with a high attention to detail that is at the cutting edge of investment management innovation. Excellent writing skills, including experience writing memoranda, and policy and procedure documents. Ability to balance multiple priorities and demands concurrently. What Could Set You Apart: Experience working in the investment management industry and knowledge of investment products strongly preferred. Working knowledge, understanding and experience with the Investment Company Act of 1940, Securities and Exchange Act of 1933, Securities Exchange Act of 1934, and Mutual Fund Compliance experience preferred. Strong understanding of the sub-adviser and service provider oversight relationships, including participation in due diligence meetings, sub-adviser and service provider outreach, enhancements to policies and procedures (as necessary), and continued monitoring of sub-adviser and service provider risk practices. Understands and applies intermediate knowledge of product/tool/systems, regulatory issues, with the ability to apply the knowledge to the Edward Jones business model, philosophies, and values. Proficient at creating spreadsheets, creating, and analyzing reports, developing measures and external resources. Comfortable working across multiple functions, geographies and partners with maturity and judgement Familiarity with completing the annual prospectus, Statement of Additional Information guideline review and facilitate changes to compliance monitoring system rule coding, as needed. Work in ambiguous and overly complex situations, create clarity, demonstrate sound judgement, and drive towards effective outcomes. Work well under pressure and meet critical deadlines in a very time sensitive environment. Ability to comprehend complex data sets. Comfortable engaging various technologies and software packages like Diligent and Smartsheet. Superb critical thinking and problem-solving abilities. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $70659 - $116516 Category: Headquarters
05/12/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: Edward D. Jones & Co, L.P. ("Edward Jones") is seeking a Fund Investment Guidelines Specialist II for our Proprietary Funds Investment Guidelines ("PFIG") team, whose primary goal is overseeing and executing daily investment guidelines and monitoring functions over the Bridge Builder Trust Mutual Funds and Edward Jones Money Market Fund, as well as providing meaningful contributions to the success of multiple oversight programs that are designed to prevent, detect, and assist in resolving potential violations of federal securities laws and regulations for Edward Jones Fund complex, and Service Providers. As a member of the PFIG team, you will be interacting with multiple asset management teams and service providers in the industry, as well as stakeholder across Edward Jones. What You Will Do: The core focus of the PFIG team is to partner with stakeholders, evaluate, analyze, oversee, and execute the daily first line investment guidelines operations processes: Performs daily monitoring of post-trade portfolio compliance test results generated by Charles River (CRD). Research each exception and escalate potential breaches and other significant findings to the Investment Guidelines management team. Daily monitoring of liquidity risk and money market fund programs. Participates in Olive Street Investment Advisers, LLC, and respective sub-adviser 15(c) reviews. Completes Internal Revenue Service tax compliance testing on a quarterly basis. Participates in annual fund matrix review and procedure testing exercises. Identifying, analyzing, and resolving investment guidelines issues across the fund complex. Assists with overseeing subadviser due diligence, investment compliance monitoring, facilitating and reviewing quarterly questionnaires. Prepares periodic (daily, weekly, monthly etc.) compliance documentation, including results of all automated and manual fund guideline rules in accordance with departmental procedures. Effective monitoring of the investment guidelines' mailbox for communications from overlay manager, sub-advisers, internal stakeholders, and service providers. As an associate within Investment Guidelines team, you will interact with various internal business departments across Edward Jones. As a team member, you will primarily be responsible for interpreting and analyzing the fund investment guidelines and partnering with the fund administrators in applying them into the compliance system. Developing and maintaining relationships with internal stakeholders, sub-adviser firms, and key service providers. Provide real-time leadership advice and guidance to the stakeholders on investment-related guidelines matters. Researching, analyzing, and interpreting current, new, and proposed regulatory requirements. Implementing and documenting new policies and procedures relating to mutual funds, Collective Investment Trusts, and investment advisers. Reviewing, analyzing, and testing current policies and procedures; identifying, recommending, and implementing new and/or enhanced practices. Serving as a subject-matter expert on assigned compliance-related matters. Assists senior level team members with additional routine and more senior tasks and assignments (i.e., data management, new sub-adviser on boarding, etc.). This position is known internally as a Specialist II-Fund Admin What Experience You Need: 5+ years of related experience in asset management industry focusing on regulatory, securities, or investment compliance experience. Bachelor's degree in business, Finance, pre-law, or equivalent education and experience. Securities licenses Series 7 and Series 66 required within 6 months of hire. Familiarity with the following programs strongly preferred: Charles River Compliance System, Bloomberg, Refinitive, and MyState Street. Proficient with Microsoft Office 365. Experience in preparing periodic and/or ad hoc Management and Board reporting. Extensive Compliance experience related to equities and/or global equities. Ability to effectively communicate (verbal and written) complex ideas, processes, and situations to various audiences including senior business stakeholders, investment analysts, portfolio managers, and various oversight committees. The ideal candidate is entrepreneurial, collaborative, and able to work independently on daily tasks while taking responsibility for seeing projects through to their completion. Demonstrates organization and time management skills to be able to meet deadlines. Desire to work in fast-paced environment with a high attention to detail that is at the cutting edge of investment management innovation. Excellent writing skills, including experience writing memoranda, and policy and procedure documents. Ability to balance multiple priorities and demands concurrently. What Could Set You Apart: Experience working in the investment management industry and knowledge of investment products strongly preferred. Working knowledge, understanding and experience with the Investment Company Act of 1940, Securities and Exchange Act of 1933, Securities Exchange Act of 1934, and Mutual Fund Compliance experience preferred. Strong understanding of the sub-adviser and service provider oversight relationships, including participation in due diligence meetings, sub-adviser and service provider outreach, enhancements to policies and procedures (as necessary), and continued monitoring of sub-adviser and service provider risk practices. Understands and applies intermediate knowledge of product/tool/systems, regulatory issues, with the ability to apply the knowledge to the Edward Jones business model, philosophies, and values. Proficient at creating spreadsheets, creating, and analyzing reports, developing measures and external resources. Comfortable working across multiple functions, geographies and partners with maturity and judgement Familiarity with completing the annual prospectus, Statement of Additional Information guideline review and facilitate changes to compliance monitoring system rule coding, as needed. Work in ambiguous and overly complex situations, create clarity, demonstrate sound judgement, and drive towards effective outcomes. Work well under pressure and meet critical deadlines in a very time sensitive environment. Ability to comprehend complex data sets. Comfortable engaging various technologies and software packages like Diligent and Smartsheet. Superb critical thinking and problem-solving abilities. Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday. At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $70659 - $116516 Category: Headquarters
Title: Senior Tax Analyst - Remote Description: Job Summary This integral role will provide support for all income and franchise tax-related issues and procedures of the U.S. consolidated group, including federal, state, and local compliance and financial reporting. Areas of responsibility include federal income tax and state income and franchise tax compliance,quarterly financial reporting, audit support, tax research, process improvement leveraging tax technology, and notice support. This individual is expected to work in a cross-functional manner with the broader finance team as business partners. Additionally, this individual will liaise with 3rd party providers and auditors Essential Job Duties and Responsibilities 1. Preparation of federal and state quarterly provision support: - Prepare supporting federal and state workpapers and related journal entries leveraging ONESOURCE Tax Provision and ONESOURCE Workpapers. - Prepare federal and state income tax balance sheet account reconciliations. 2. Preparation of federal taxable income computations: - Prepare federal taxable income supporting workpapers. 3. Preparation of state and local income and franchise tax computations: - Prepare state and local income and franchise tax supporting workpapers. - Liaise with 3rd party for preparation and review of return filings. - Prepare quarterly estimated / annual extension payment calculations. 4. Support of special projects and research: - Leverage tax research software to analyze legislative changes and support compliance execution related to changes at Federal, State, and Local levels. - Preparation of special analyses in support of mergers and acquisitions and strategic tax planning. 5. Process improvement leveraging tax technology: - Identify opportunities requiring process improvement / automation. - Develop new and maintain existing Alteryx workflows. 6. Support responses to notices and audits: - Support the preparation of notice responses. - Support the preparation and response to audits at Federal, State, and Local levels. 7. Perform all work in compliance with company quality procedures and standards. 8. Performs other duties as assigned. Training and Education 1. BA or BS degree required. 2. Masters of Accounting / Taxation preferred, but not required. 3. CPA preferred, but not required. Experience Minimum time and type experience required for this position. Minimum of 2+ years of public accounting or corporate tax experience in US multinational income tax compliance and financial reporting. Knowledge, Skills and Abilities Knowledge, special skills and/or abilities required to perform the job functions (e.g., negotiation, technical writing; statistical evaluation). The following skills are required: 1. Knowledge of US multinational federal and state income tax compliance and financial reporting, including income tax accounting methods and supporting regulations. 2. Ability to collaborate cross-functionally. 3. Ability to manage / liaise with external consultants and auditors. 4. Knowledge of general ledger and journal entries. 5. Intermediate / advanced proficiency in MS Excel. 6. Tax research, verbal and written communication, and interpersonal skills. 7. Project management and organizational skills. 8. Focus on continuous improvement, including process improvement. The following software experience is preferred, but not required (listed in order of importance): 1. ONESOURCE Tax Provision & ONESOURCE Workpapers 2. ETL software (Alteryx) 3. ERP software (SAP) Note : Hybrid (2-3 days onsite) Preferred Will accept remote candidates
05/12/2024
Full time
Title: Senior Tax Analyst - Remote Description: Job Summary This integral role will provide support for all income and franchise tax-related issues and procedures of the U.S. consolidated group, including federal, state, and local compliance and financial reporting. Areas of responsibility include federal income tax and state income and franchise tax compliance,quarterly financial reporting, audit support, tax research, process improvement leveraging tax technology, and notice support. This individual is expected to work in a cross-functional manner with the broader finance team as business partners. Additionally, this individual will liaise with 3rd party providers and auditors Essential Job Duties and Responsibilities 1. Preparation of federal and state quarterly provision support: - Prepare supporting federal and state workpapers and related journal entries leveraging ONESOURCE Tax Provision and ONESOURCE Workpapers. - Prepare federal and state income tax balance sheet account reconciliations. 2. Preparation of federal taxable income computations: - Prepare federal taxable income supporting workpapers. 3. Preparation of state and local income and franchise tax computations: - Prepare state and local income and franchise tax supporting workpapers. - Liaise with 3rd party for preparation and review of return filings. - Prepare quarterly estimated / annual extension payment calculations. 4. Support of special projects and research: - Leverage tax research software to analyze legislative changes and support compliance execution related to changes at Federal, State, and Local levels. - Preparation of special analyses in support of mergers and acquisitions and strategic tax planning. 5. Process improvement leveraging tax technology: - Identify opportunities requiring process improvement / automation. - Develop new and maintain existing Alteryx workflows. 6. Support responses to notices and audits: - Support the preparation of notice responses. - Support the preparation and response to audits at Federal, State, and Local levels. 7. Perform all work in compliance with company quality procedures and standards. 8. Performs other duties as assigned. Training and Education 1. BA or BS degree required. 2. Masters of Accounting / Taxation preferred, but not required. 3. CPA preferred, but not required. Experience Minimum time and type experience required for this position. Minimum of 2+ years of public accounting or corporate tax experience in US multinational income tax compliance and financial reporting. Knowledge, Skills and Abilities Knowledge, special skills and/or abilities required to perform the job functions (e.g., negotiation, technical writing; statistical evaluation). The following skills are required: 1. Knowledge of US multinational federal and state income tax compliance and financial reporting, including income tax accounting methods and supporting regulations. 2. Ability to collaborate cross-functionally. 3. Ability to manage / liaise with external consultants and auditors. 4. Knowledge of general ledger and journal entries. 5. Intermediate / advanced proficiency in MS Excel. 6. Tax research, verbal and written communication, and interpersonal skills. 7. Project management and organizational skills. 8. Focus on continuous improvement, including process improvement. The following software experience is preferred, but not required (listed in order of importance): 1. ONESOURCE Tax Provision & ONESOURCE Workpapers 2. ETL software (Alteryx) 3. ERP software (SAP) Note : Hybrid (2-3 days onsite) Preferred Will accept remote candidates
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. The Compensation Reporting and Analysis area is seeking a highly skilled and highly motivated Sr Financial Analyst III. We are responsible for enabling firm decision-making, providing influential and strategic financial analysis, and applying new perspectives to solve complex problems. This role will be part of a team that supports recurring and ad hoc firm and functional reporting, executes financial modeling for decision making, and collaborates across the firm to support strategies to reach short and long-term objectives. The successful candidate will be a self-starter who collaborates well to support our stakeholders' ability to make timely strategic decisions. What You'll Do: Prepare (including concept development) customized executive-level reports and dashboards Review and provide feedback on reporting prepared by other associates Perform advanced and complex financial analysis, forecasting and modeling Present financial reports and analysis to senior Firm leaders Inform and educate others as to the financial impact of business decisions Recommend optimal or preferred solutions and impacts to influence strategic decisions Proactively identify and implement process and control improvements Develop and manage business relationships across the organization What Experience You Need: Bachelor's degree in a related field 7+ years of relevant work experience Demonstrated ability to perform advanced financial analysis, forecasting and modeling, such as sensitivity analysis, incorporating multiple variables, and assessing business decision alternatives Proven ability to work with stakeholders, including senior leadership, providing analytical guidance to directly influence business decisions Excellent ability to analyze problems, summarize complex financial information, and recommend solutions for a broad spectrum of business improvement opportunities in a clear and concise manner Intermediate to advanced understanding of accounting processes and financial statements Ability to prioritize and execute on multiple tasks/projects and independently adjust to changing priorities What Could Set You Apart: Experience with SQL, Tableau, Power BI or other data visualization tools Advanced degree (MBA) / Comparable Certification (CFA, CPA, etc.) At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $81750 - $139194 Category: Headquarters
05/12/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. The Compensation Reporting and Analysis area is seeking a highly skilled and highly motivated Sr Financial Analyst III. We are responsible for enabling firm decision-making, providing influential and strategic financial analysis, and applying new perspectives to solve complex problems. This role will be part of a team that supports recurring and ad hoc firm and functional reporting, executes financial modeling for decision making, and collaborates across the firm to support strategies to reach short and long-term objectives. The successful candidate will be a self-starter who collaborates well to support our stakeholders' ability to make timely strategic decisions. What You'll Do: Prepare (including concept development) customized executive-level reports and dashboards Review and provide feedback on reporting prepared by other associates Perform advanced and complex financial analysis, forecasting and modeling Present financial reports and analysis to senior Firm leaders Inform and educate others as to the financial impact of business decisions Recommend optimal or preferred solutions and impacts to influence strategic decisions Proactively identify and implement process and control improvements Develop and manage business relationships across the organization What Experience You Need: Bachelor's degree in a related field 7+ years of relevant work experience Demonstrated ability to perform advanced financial analysis, forecasting and modeling, such as sensitivity analysis, incorporating multiple variables, and assessing business decision alternatives Proven ability to work with stakeholders, including senior leadership, providing analytical guidance to directly influence business decisions Excellent ability to analyze problems, summarize complex financial information, and recommend solutions for a broad spectrum of business improvement opportunities in a clear and concise manner Intermediate to advanced understanding of accounting processes and financial statements Ability to prioritize and execute on multiple tasks/projects and independently adjust to changing priorities What Could Set You Apart: Experience with SQL, Tableau, Power BI or other data visualization tools Advanced degree (MBA) / Comparable Certification (CFA, CPA, etc.) At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $81750 - $139194 Category: Headquarters