Genesis10 is seeking a Client Services Analyst for our financial services client in Pittsburgh, PA. This is a contract to hire position requiring 5 days a week onsite. Compensation: $20/hr - $22/hr depending on experience Summary and responsibilities: Assist multiple Operations teams who support Investment management, banking, and loan products throughout the life of an account. Support client facing teams nationwide, in cash disbursements and supporting functions. Execute activities associated with facilitating cash movement for our client's Wealth Management clients on IM and banking platforms Review documentation to ensure compliance with risk and compliance procedures Enter transactional details to facilitate cash movement Outgoing cash movement, foreign and domestic wires, ACH, checks and internal transfers Foster strong partnership with our client's client facing staff nationwide Data entry and review of sensitive client information across multiple systems and processes Various project support tasks Requirements: Highly organized Able to prioritize a large account load in a fast-paced environment, deadline-driven environment with a sense of urgency Strong attention to detail with ability to process critical data accurately and timely Excellent client service skills using both written and oral communication Experienced user of Microsoft Office products Ability to work independently and in a team setting Self-motivated and driven associate who wants to learn Bachelor's degree Preferred Skills: Familiarity with cash distributions is a plus If you have the described qualifications and are interested in this exciting opportunity, apply today! Genesis10 Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals. For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client. Benefits of Working with Genesis10: Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years. The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years. Access to an experienced, caring recruiting team (more than 7 years of experience, on average.) Behavioral Health Platform Medical, Dental, Vision Health Savings Account Voluntary Hospital Indemnity (Critical Illness & Accident) Voluntary Term Life Insurance 401K Sick Pay (for applicable states/municipalities) Commuter Benefits (Dallas, NYC, SF) Remote opportunities available For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website. Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
09/09/2025
Full time
Genesis10 is seeking a Client Services Analyst for our financial services client in Pittsburgh, PA. This is a contract to hire position requiring 5 days a week onsite. Compensation: $20/hr - $22/hr depending on experience Summary and responsibilities: Assist multiple Operations teams who support Investment management, banking, and loan products throughout the life of an account. Support client facing teams nationwide, in cash disbursements and supporting functions. Execute activities associated with facilitating cash movement for our client's Wealth Management clients on IM and banking platforms Review documentation to ensure compliance with risk and compliance procedures Enter transactional details to facilitate cash movement Outgoing cash movement, foreign and domestic wires, ACH, checks and internal transfers Foster strong partnership with our client's client facing staff nationwide Data entry and review of sensitive client information across multiple systems and processes Various project support tasks Requirements: Highly organized Able to prioritize a large account load in a fast-paced environment, deadline-driven environment with a sense of urgency Strong attention to detail with ability to process critical data accurately and timely Excellent client service skills using both written and oral communication Experienced user of Microsoft Office products Ability to work independently and in a team setting Self-motivated and driven associate who wants to learn Bachelor's degree Preferred Skills: Familiarity with cash distributions is a plus If you have the described qualifications and are interested in this exciting opportunity, apply today! Genesis10 Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals. For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client. Benefits of Working with Genesis10: Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years. The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years. Access to an experienced, caring recruiting team (more than 7 years of experience, on average.) Behavioral Health Platform Medical, Dental, Vision Health Savings Account Voluntary Hospital Indemnity (Critical Illness & Accident) Voluntary Term Life Insurance 401K Sick Pay (for applicable states/municipalities) Commuter Benefits (Dallas, NYC, SF) Remote opportunities available For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website. Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Genesis10 is seeking a Director of Project Management with our client located in Mason, OH. This is a remote, direct hire, W2 position. Salary $80-100k Job Description: The Director of Project Management will be responsible for creating and leading the Project Management team to oversee large scale fiber deployment across multiple states. This will include implementing the systems, technologies, and processes that will drive successful market deployments. Central to the success of the team will be managing metrics, KPIs, dashboards, reporting tools, as well analyzing and implementing continuous process improvements. The Director of Project Management will report to the VP of Construction and will ensure that our network deployment strategy is performing efficiently, effectively, and in accordance with company goals. Responsibilities: Responsible for the effective management of all fiber deployment projects and their associated budgets and schedules, including coordinating all deliverables and requirements of the entire cross-functional project team Manage assigned projects from inception to completion, ensuring that all activities, including contracting, design, equipment ordering, permitting, regulatory as required, construction, testing and close-out of project are effectively and efficiently coordinated and completed on time within budget and in accordance with the underlying business plan Work closely and or support cross-functional service teams such as Engineering, Construction and the Market Operations Collaborate with team to properly manage all external vendors necessary for timely completion and within budget Develop accurate project plan and budget for all assigned projects, modify as needed and direct close-out of completed jobs including the receipt of all required documentation Lead deployment meetings with other managers and team members to review the status of each job and implement changes as necessary to ensure timely project completion Ensure accurate and complete files are maintained for projects and appropriate close-out documents are distributed in a timely manner in accordance with company standards Aid in project-related training and knowledge sharing across the teams Support the Market Operations and Strategy team to establish build plans, prioritization and sequencing Support financial controls providing analytics concerning financials, contracts, production, forecasting, and monitoring which includes vendor invoice review and approvals Requirements: Advanced knowledge of telecommunications project management Ability to read and understand blueprints along with civil, data center, inside & outside plant construction methods. Ability to direct the diagnosis of work flow problems, critical paths and institute remedies Ability to read and understand project financial metrics, in-process project indicators and identify remedies to financial issues Customer service orientation with a strong problem solving approach Strong verbal and written communication skills 5+ years of project management experience, telecommunications experience preferred Bachelor's degree (B.S.) from a four-year accredited college or university Attention to detail and hands-on work style Effective communicator across all levels Proficiency in MS Office, Smartsheets and/or database software as required Genesis10 - Contract & Perm/Direct Hire Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals. For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client. Benefits of Working with Genesis10: • Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years. • The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years. • Access to an experienced, caring recruiting team (more than 7 years of experience, on average.) • Behavioral Health Platform • Medical, Dental, Vision • Health Savings Account • Voluntary Hospital Indemnity (Critical Illness & Accident) • Voluntary Term Life Insurance • 401K • Sick Pay (for applicable states/municipalities) • Commuter Benefits (Dallas, NYC, SF) For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website. Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
09/09/2025
Full time
Genesis10 is seeking a Director of Project Management with our client located in Mason, OH. This is a remote, direct hire, W2 position. Salary $80-100k Job Description: The Director of Project Management will be responsible for creating and leading the Project Management team to oversee large scale fiber deployment across multiple states. This will include implementing the systems, technologies, and processes that will drive successful market deployments. Central to the success of the team will be managing metrics, KPIs, dashboards, reporting tools, as well analyzing and implementing continuous process improvements. The Director of Project Management will report to the VP of Construction and will ensure that our network deployment strategy is performing efficiently, effectively, and in accordance with company goals. Responsibilities: Responsible for the effective management of all fiber deployment projects and their associated budgets and schedules, including coordinating all deliverables and requirements of the entire cross-functional project team Manage assigned projects from inception to completion, ensuring that all activities, including contracting, design, equipment ordering, permitting, regulatory as required, construction, testing and close-out of project are effectively and efficiently coordinated and completed on time within budget and in accordance with the underlying business plan Work closely and or support cross-functional service teams such as Engineering, Construction and the Market Operations Collaborate with team to properly manage all external vendors necessary for timely completion and within budget Develop accurate project plan and budget for all assigned projects, modify as needed and direct close-out of completed jobs including the receipt of all required documentation Lead deployment meetings with other managers and team members to review the status of each job and implement changes as necessary to ensure timely project completion Ensure accurate and complete files are maintained for projects and appropriate close-out documents are distributed in a timely manner in accordance with company standards Aid in project-related training and knowledge sharing across the teams Support the Market Operations and Strategy team to establish build plans, prioritization and sequencing Support financial controls providing analytics concerning financials, contracts, production, forecasting, and monitoring which includes vendor invoice review and approvals Requirements: Advanced knowledge of telecommunications project management Ability to read and understand blueprints along with civil, data center, inside & outside plant construction methods. Ability to direct the diagnosis of work flow problems, critical paths and institute remedies Ability to read and understand project financial metrics, in-process project indicators and identify remedies to financial issues Customer service orientation with a strong problem solving approach Strong verbal and written communication skills 5+ years of project management experience, telecommunications experience preferred Bachelor's degree (B.S.) from a four-year accredited college or university Attention to detail and hands-on work style Effective communicator across all levels Proficiency in MS Office, Smartsheets and/or database software as required Genesis10 - Contract & Perm/Direct Hire Ranked a Top Staffing Firm in the U.S. by Staffing Industry Analysts for six consecutive years, Genesis10 puts thousands of consultants and employees to work across the United States every year in contract, contract-for-hire, and permanent placement roles. With more than 300 active clients, Genesis10 provides access to many of the Fortune 100 firms and a variety of mid-market organizations across the full spectrum of industry verticals. For contract roles, Genesis10 offers the benefits listed below. If this is a perm-placement opportunity, our recruiter can talk you through the unique benefits offered for that particular client. Benefits of Working with Genesis10: • Access to hundreds of clients, most who have been working with Genesis10 for 5-20+ years. • The opportunity to have a career-home in Genesis10; many of our consultants have been working exclusively with Genesis10 for years. • Access to an experienced, caring recruiting team (more than 7 years of experience, on average.) • Behavioral Health Platform • Medical, Dental, Vision • Health Savings Account • Voluntary Hospital Indemnity (Critical Illness & Accident) • Voluntary Term Life Insurance • 401K • Sick Pay (for applicable states/municipalities) • Commuter Benefits (Dallas, NYC, SF) For multiple years running, Genesis10 has been recognized as a Top Staffing Firm in the U.S., as a Best Company for Work-Life Balance, as a Best Company for Career Growth, for Diversity, and for Leadership, amongst others. To learn more and to view all our available career opportunities, please visit us at our website. Genesis10 is an Equal Opportunity Employer. Candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Financial Analyst - Manufacturing Must be eligible to work in the United States. Sponsorship for immigration consideration is unavailable. Position Summary Assist plant controller in plant financial reporting and disclosure. Primary Responsibilities Assist plant controller to ensure proper financial reporting and disclosure Support Account Payable process Support all reporting for business unit to FP&A and International accounting Under the guidance of the plant controller, coordinate and direct the preparation of the budget and financial forecasts and report variances as required Assist in preparation and publishing timely monthly financial reporting Ensure quality control over financial transactions and financial reporting Assist in the development and documentation of business processes and accounting policies to maintain and strengthen internal controls Analyzing all financial expenditures and making business and financial recommendations to Management Ensure compliance with local, state and federal tax regulations Overseeing fixed assets acquisitions, disposals and assets tracking by working with Cost Analyst Interact with local functional teams and staff management Work with Cost Analyst in the development and review of plant standards Assist Plant Controller in the management of construction and launch of additional production Supporting on Costing Process Develop monthly actual report to communicate results to Management Follow and maintain an environmental health and safe work environment conditions by complying with all company procedures, standards, and regulations Degree Preferred Bachelor degree in Finance or Accounting Desired Competencies, Experience, & Qualifications Experience on intercultural Organizations Experience on International Accounting (US GAAP and IFRS) HFM experience highly desired QAD experience a plus Must be experienced in Excel, Word and PowerPoint Special Requirements (i.e.: Overtime, Travel, etc.) Travel required approx. 5 to 10%, some international travel may be required
09/08/2025
Full time
Financial Analyst - Manufacturing Must be eligible to work in the United States. Sponsorship for immigration consideration is unavailable. Position Summary Assist plant controller in plant financial reporting and disclosure. Primary Responsibilities Assist plant controller to ensure proper financial reporting and disclosure Support Account Payable process Support all reporting for business unit to FP&A and International accounting Under the guidance of the plant controller, coordinate and direct the preparation of the budget and financial forecasts and report variances as required Assist in preparation and publishing timely monthly financial reporting Ensure quality control over financial transactions and financial reporting Assist in the development and documentation of business processes and accounting policies to maintain and strengthen internal controls Analyzing all financial expenditures and making business and financial recommendations to Management Ensure compliance with local, state and federal tax regulations Overseeing fixed assets acquisitions, disposals and assets tracking by working with Cost Analyst Interact with local functional teams and staff management Work with Cost Analyst in the development and review of plant standards Assist Plant Controller in the management of construction and launch of additional production Supporting on Costing Process Develop monthly actual report to communicate results to Management Follow and maintain an environmental health and safe work environment conditions by complying with all company procedures, standards, and regulations Degree Preferred Bachelor degree in Finance or Accounting Desired Competencies, Experience, & Qualifications Experience on intercultural Organizations Experience on International Accounting (US GAAP and IFRS) HFM experience highly desired QAD experience a plus Must be experienced in Excel, Word and PowerPoint Special Requirements (i.e.: Overtime, Travel, etc.) Travel required approx. 5 to 10%, some international travel may be required
Finance Manager Santa Ana, CA (Onsite) Direct Hire Job ID 25-09770 We are looking for a Finance Manager. This is a direct hire opportunity based out of Santa Ana, CA (Onsite). Looking for an experienced and driven Finance Manager to lead our Financial Planning and Analysis (FP&A) function at the Home Office. This role is ideal for someone who thrives in a dynamic, growth-oriented environment and is ready to take ownership of company-wide financial planning, reporting, and strategic support. As Finance Manager, you will oversee financial analysts, collaborate with cross-functional leaders, and serve as a trusted advisor to senior management. Your insights and leadership will shape key business decisions and long-term strategy. Qualifications: Bachelor's or Master's degree in Finance, Accounting, Economics, or a related field from an accredited institution. 6+ years of progressive experience in FP&A or corporate finance, with at least 1-2 years of people management or team leadership experience. High standards of accuracy, integrity, and accountability. Proven leadership style that is collaborative, empowering, and accountability-driven, with the ability to coach, develop, and inspire high-performing teams. Advanced Excel and financial modeling skills are required; experience with automation tools, Power BI/Tableau, or scripting (e.g., VBA, Python) is a strong plus. Deep understanding of financial statements, variance analysis, budgeting processes, and business partnering. Familiarity with month-end closing processes and P&L analysis is preferred but not mandatory. Demonstrated ability to translate complex data into clear insights for executive-level decision-making. Strong interpersonal and communication skills with a proven ability to influence cross-functional teams. Ability to prioritize tasks effectively, maintain strong attention to detail, and deliver accurate results in a fast-paced environment. Embraces technology and is open to leveraging AI-powered tools to elevate financial analysis and reporting. Responsibilities:Own the preparation and presentation of monthly, quarterly, and annual financial reports and dashboards for executive leadership. Lead the company-wide budgeting, forecasting, and long-range planning processes, driving cross-functional alignment and accountability. Manage and mentor a team of analysts, ensuring timely, accurate, and insightful financial analysis and reporting. Provide strategic financial input and analysis to support business initiatives, including investments, resource allocation, margin optimization, and pricing. Partner with senior leaders across departments to evaluate business performance, identify trends, and recommend actionable improvements. Oversee the development and enhancement of financial models, tools, and processes to scale with the business. Drive continuous improvement in financial systems, reporting automation, and analytics through collaboration with IT and data teams. Lead ad-hoc financial and scenario analyses for strategic projects and executive requests. Annual Base Salary Range for CA, CO, IL, NJ, NY, WA, and DC: $150,000 to $192,000. Actual compensation offered may vary depending on factors including but not limited to, position offered, location, education, training, and/or experience. Solugenix will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act and Ordinance. Applicants do not need to disclose their criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if we are concerned about conviction that is directly related to the job, applicants will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. About the Client Our client is a leading North American distributor of building materials. About Solugenix Solugenix is a leader in IT services, delivering cutting-edge technology solutions, exceptional talent, and managed services to global enterprises. With extensive expertise in highly regulated and complex industries, we are a trusted partner for integrating advanced technologies with streamlined processes. Our solutions drive growth, foster innovation, and ensure compliance-providing clients with reliability and a strong competitive edge. Recognized as a 2024 Top Workplace, Solugenix is proud of its inclusive culture and unwavering commitment to excellence. Our recent expansion, with new offices in the Dominican Republic, Jakarta, and the Philippines, underscores our growing global presence and ability to offer world-class technology solutions. Partnering with Solugenix means more than just business-it means having a dedicated ally focused on your success in today's fast-evolving digital world.
09/08/2025
Full time
Finance Manager Santa Ana, CA (Onsite) Direct Hire Job ID 25-09770 We are looking for a Finance Manager. This is a direct hire opportunity based out of Santa Ana, CA (Onsite). Looking for an experienced and driven Finance Manager to lead our Financial Planning and Analysis (FP&A) function at the Home Office. This role is ideal for someone who thrives in a dynamic, growth-oriented environment and is ready to take ownership of company-wide financial planning, reporting, and strategic support. As Finance Manager, you will oversee financial analysts, collaborate with cross-functional leaders, and serve as a trusted advisor to senior management. Your insights and leadership will shape key business decisions and long-term strategy. Qualifications: Bachelor's or Master's degree in Finance, Accounting, Economics, or a related field from an accredited institution. 6+ years of progressive experience in FP&A or corporate finance, with at least 1-2 years of people management or team leadership experience. High standards of accuracy, integrity, and accountability. Proven leadership style that is collaborative, empowering, and accountability-driven, with the ability to coach, develop, and inspire high-performing teams. Advanced Excel and financial modeling skills are required; experience with automation tools, Power BI/Tableau, or scripting (e.g., VBA, Python) is a strong plus. Deep understanding of financial statements, variance analysis, budgeting processes, and business partnering. Familiarity with month-end closing processes and P&L analysis is preferred but not mandatory. Demonstrated ability to translate complex data into clear insights for executive-level decision-making. Strong interpersonal and communication skills with a proven ability to influence cross-functional teams. Ability to prioritize tasks effectively, maintain strong attention to detail, and deliver accurate results in a fast-paced environment. Embraces technology and is open to leveraging AI-powered tools to elevate financial analysis and reporting. Responsibilities:Own the preparation and presentation of monthly, quarterly, and annual financial reports and dashboards for executive leadership. Lead the company-wide budgeting, forecasting, and long-range planning processes, driving cross-functional alignment and accountability. Manage and mentor a team of analysts, ensuring timely, accurate, and insightful financial analysis and reporting. Provide strategic financial input and analysis to support business initiatives, including investments, resource allocation, margin optimization, and pricing. Partner with senior leaders across departments to evaluate business performance, identify trends, and recommend actionable improvements. Oversee the development and enhancement of financial models, tools, and processes to scale with the business. Drive continuous improvement in financial systems, reporting automation, and analytics through collaboration with IT and data teams. Lead ad-hoc financial and scenario analyses for strategic projects and executive requests. Annual Base Salary Range for CA, CO, IL, NJ, NY, WA, and DC: $150,000 to $192,000. Actual compensation offered may vary depending on factors including but not limited to, position offered, location, education, training, and/or experience. Solugenix will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act and Ordinance. Applicants do not need to disclose their criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if we are concerned about conviction that is directly related to the job, applicants will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. About the Client Our client is a leading North American distributor of building materials. About Solugenix Solugenix is a leader in IT services, delivering cutting-edge technology solutions, exceptional talent, and managed services to global enterprises. With extensive expertise in highly regulated and complex industries, we are a trusted partner for integrating advanced technologies with streamlined processes. Our solutions drive growth, foster innovation, and ensure compliance-providing clients with reliability and a strong competitive edge. Recognized as a 2024 Top Workplace, Solugenix is proud of its inclusive culture and unwavering commitment to excellence. Our recent expansion, with new offices in the Dominican Republic, Jakarta, and the Philippines, underscores our growing global presence and ability to offer world-class technology solutions. Partnering with Solugenix means more than just business-it means having a dedicated ally focused on your success in today's fast-evolving digital world.
Responsibilities Position Summary: The Sales Platform Business Analyst plays a critical role in bridging the gap between business needs and technology solutions. This role partners closely with Outside Sales teams and cross-functional stakeholders to analyze, design, and implement Salesforce-based solutions (including Conga and Marketing Cloud) that drive sales effectiveness, improve customer engagement, and support strategic business goals. Key Responsibilities: Collaborate with Outside Sales and Sales Operations to gather, document, and analyze business requirements.Translate business needs into functional Salesforce requirements & user stories, including configuration, workflows, and integrations with Conga and Marketing Cloud.Serve as a liaison between business stakeholders and technical teams, ensuring clear communication and alignment.Work closely with the Sales Platform Business Team.Lead and support Salesforce enhancements, upgrades, and deployments.Demonstrated ability to work across teams to provide a business solution.Manage and prioritize a backlog of Salesforce-related requests, enhancements, and bug fixes.Conduct impact analysis and ensure new solutions comply with licensing, data governance, and industry regulations.Facilitate user acceptance testing (UAT), training, and post-deployment support.Act as a subject matter expert (SME) for Salesforce and related sales platforms.Support continuous improvement initiatives and contribute to Agile team planning and execution.Provide end-user support and training to ensure adoption and effective use of Salesforce tools.Required Qualifications: High School Diploma or GED requiredBachelor's degree in related discipline with two years of relevant work experience strongly preferred, but consideration may be given to an exceptional candidate with six years of relevant work experienceAt least two years of relevant work experience required Strong understanding of sales processes and customer relationship management (CRM).Excellent communication, documentation, and stakeholder management skills.Strong analytical and problem-solving abilities with attention to detail.Proficiency in Microsoft Office Suite, especially Excel and PowerPoint.Ability to work independently and manage multiple priorities in a fast-paced environment.Preferred Skills: Proven experience working with Salesforce CRM, including Sales Cloud and Marketing Cloud.Familiarity with Conga (Composer, Contracts, or Sign) is a plus.Salesforce Administrator Certification (or plan to achieve).Experience with Agile methodologies and tools (e.g., JIRA, TestRail).SQL or data querying experience.Strong organizational and project management skills.Experience Level Adjustmnt Should the selected candidate meet the qualifications of a more experienced level in the career path, the job level may be adjusted. Benefits Altec offers a competitive salary that rewards performance and dedication, along with a comprehensive benefits package that includes: Medical, Dental, Vision and Prescription Drug Program Retirement 401(k) Traditional or Roth Program Options with Company Match Vacation and Holidays Parental Leave Short Term and Long Term Disability Leave Flexible Spending Accounts Tuition Assistance Program Employee Assistance and Mental Health/Substance Abuse Program Life Insurance, Accidental Death and Dismemberment Insurance Supplemental Insurance including Hospital Indemnity, Critical Illness and Accident Insurance Additional Wellness Programs and Rewards Available Why Join Altec? If you're considering a career with Altec, there's never been a better time to join us! Our company was founded on values that place the customer first and prioritize our people as our greatest strength. Over the years, those values and our talented associates have helped us to earn the trust and confidence of customers worldwide. Today, Altec is an innovative, financially sound company that sets the standard of excellence in design, manufacturing and service - and that's why we're the ideal place for you to grow your career. Founded in 1929, Altec is a privately held company headquartered in Birmingham, Alabama. Altec specializes in the manufacture, sale and service of aerial devices, digger derricks, cranes and specialty equipment for the electric utility, telecommunications, tree care, construction, and light and signs markets. We help our customers dig deeper and reach higher in more than 100 countries around the world. EEO Statement Altec Industries, Inc. and its affiliates are equal opportunity employers and maintain affirmative action plans to recruit, retain, develop, and promote qualified individuals without unlawful consideration of race, gender, color, religion, sexual orientation, gender identity, national origin, age, disability, citizenship status, veteran status, or any other characteristic protected by federal, state or local law. Altec strives to maintain a work environment free from unlawful discrimination and harassment, where associates are treated with respect and dignity.
09/05/2025
Full time
Responsibilities Position Summary: The Sales Platform Business Analyst plays a critical role in bridging the gap between business needs and technology solutions. This role partners closely with Outside Sales teams and cross-functional stakeholders to analyze, design, and implement Salesforce-based solutions (including Conga and Marketing Cloud) that drive sales effectiveness, improve customer engagement, and support strategic business goals. Key Responsibilities: Collaborate with Outside Sales and Sales Operations to gather, document, and analyze business requirements.Translate business needs into functional Salesforce requirements & user stories, including configuration, workflows, and integrations with Conga and Marketing Cloud.Serve as a liaison between business stakeholders and technical teams, ensuring clear communication and alignment.Work closely with the Sales Platform Business Team.Lead and support Salesforce enhancements, upgrades, and deployments.Demonstrated ability to work across teams to provide a business solution.Manage and prioritize a backlog of Salesforce-related requests, enhancements, and bug fixes.Conduct impact analysis and ensure new solutions comply with licensing, data governance, and industry regulations.Facilitate user acceptance testing (UAT), training, and post-deployment support.Act as a subject matter expert (SME) for Salesforce and related sales platforms.Support continuous improvement initiatives and contribute to Agile team planning and execution.Provide end-user support and training to ensure adoption and effective use of Salesforce tools.Required Qualifications: High School Diploma or GED requiredBachelor's degree in related discipline with two years of relevant work experience strongly preferred, but consideration may be given to an exceptional candidate with six years of relevant work experienceAt least two years of relevant work experience required Strong understanding of sales processes and customer relationship management (CRM).Excellent communication, documentation, and stakeholder management skills.Strong analytical and problem-solving abilities with attention to detail.Proficiency in Microsoft Office Suite, especially Excel and PowerPoint.Ability to work independently and manage multiple priorities in a fast-paced environment.Preferred Skills: Proven experience working with Salesforce CRM, including Sales Cloud and Marketing Cloud.Familiarity with Conga (Composer, Contracts, or Sign) is a plus.Salesforce Administrator Certification (or plan to achieve).Experience with Agile methodologies and tools (e.g., JIRA, TestRail).SQL or data querying experience.Strong organizational and project management skills.Experience Level Adjustmnt Should the selected candidate meet the qualifications of a more experienced level in the career path, the job level may be adjusted. Benefits Altec offers a competitive salary that rewards performance and dedication, along with a comprehensive benefits package that includes: Medical, Dental, Vision and Prescription Drug Program Retirement 401(k) Traditional or Roth Program Options with Company Match Vacation and Holidays Parental Leave Short Term and Long Term Disability Leave Flexible Spending Accounts Tuition Assistance Program Employee Assistance and Mental Health/Substance Abuse Program Life Insurance, Accidental Death and Dismemberment Insurance Supplemental Insurance including Hospital Indemnity, Critical Illness and Accident Insurance Additional Wellness Programs and Rewards Available Why Join Altec? If you're considering a career with Altec, there's never been a better time to join us! Our company was founded on values that place the customer first and prioritize our people as our greatest strength. Over the years, those values and our talented associates have helped us to earn the trust and confidence of customers worldwide. Today, Altec is an innovative, financially sound company that sets the standard of excellence in design, manufacturing and service - and that's why we're the ideal place for you to grow your career. Founded in 1929, Altec is a privately held company headquartered in Birmingham, Alabama. Altec specializes in the manufacture, sale and service of aerial devices, digger derricks, cranes and specialty equipment for the electric utility, telecommunications, tree care, construction, and light and signs markets. We help our customers dig deeper and reach higher in more than 100 countries around the world. EEO Statement Altec Industries, Inc. and its affiliates are equal opportunity employers and maintain affirmative action plans to recruit, retain, develop, and promote qualified individuals without unlawful consideration of race, gender, color, religion, sexual orientation, gender identity, national origin, age, disability, citizenship status, veteran status, or any other characteristic protected by federal, state or local law. Altec strives to maintain a work environment free from unlawful discrimination and harassment, where associates are treated with respect and dignity.
New York Life - Central Long Island
Melville, New York
Our mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners and with one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life Insurance Company is currently seeking managers to become part of our Fast Track Partner program. We are interviewing for leadership-oriented individuals who may be selected to become a Partner in our General Office. In the Fast Track Management Program, you'll start as a financial professional to gain hands-on experience. Once you have met the program requirements, you'll be able to transition into management as an Associate Partner. In this role, you'll be responsible for recruiting and developing your own team of financial professionals. You'll also be enrolled in the Associate Partner Training Program, which is an intensive, six-month program that will prime you for success as a manager. Training, Development & Benefits: From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the Corporate Office support our managers and help them impact their agents and communities. About New York Life: We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor's (AA+); A.M. Best (A ); Moody's (Aaa); and Fitch (AAA)2. For over 65 years we have led the way in the industry with the most U.S. members of the Million Dollar Round Table - the standard of excellence for life insurance sales performance in the insurance and financial services industry. Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies. 1- New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor's (AA+); A.M. Best (A ); Moody's (Aaa); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 7/30/18 2- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 3- Based on Fortune Magazine 'World's Most Admired Companies' 2019 ranking: To determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company's score must rank in the top half of its industry survey to be listed 4- Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/1/19. For methodology, please see Our extensive resources include: -Our NYLIC University training program, designed to provide career-long support and growth including tuition reimbursement program for certain advanced, professional designation courses. - Three highly-skilled teams that provide advanced markets support: - Our Advanced Planning Group - Eagle Strategies for qualifying agents who are also Registered Representatives - The Nautilus Group for qualifying agents who pay a monthly subscription fee - A team of highly-trained, experienced product consultants to support your agents' client acquisition needs. Compensation: $150,000 Responsibilities: Gain hands-on experience as a financial professional helping clients develop a long-term strategy to achieve their financial goals Determine financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable annuities, mutual funds, and more Complete the program requirements and join the management team as an associate partner Hone your skills and facilitate success as a manager by participating in our intensive, six-month Associate Partner Training Program Hire and lead your own group of financial professionals while serving as an associate partner Qualifications: Cultural markets knowledge preferred but not required Highly motivated and goal-oriented professional looking for a challenging yet rewarding occupation Experience working in sales is required Must have financial services industry and/or insurance industry experience Multilingual professionals with Spanish, Portuguese, or other language proficiency is a bonus About Company Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. Awards & Accolades We're proud of our financial strength7 • A Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's) Compensation details: 00 Yearly Salary PI3a62c38474e6-1130
09/02/2025
Full time
Our mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners and with one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. New York Life Insurance Company is currently seeking managers to become part of our Fast Track Partner program. We are interviewing for leadership-oriented individuals who may be selected to become a Partner in our General Office. In the Fast Track Management Program, you'll start as a financial professional to gain hands-on experience. Once you have met the program requirements, you'll be able to transition into management as an Associate Partner. In this role, you'll be responsible for recruiting and developing your own team of financial professionals. You'll also be enrolled in the Associate Partner Training Program, which is an intensive, six-month program that will prime you for success as a manager. Training, Development & Benefits: From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the Corporate Office support our managers and help them impact their agents and communities. About New York Life: We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor's (AA+); A.M. Best (A ); Moody's (Aaa); and Fitch (AAA)2. For over 65 years we have led the way in the industry with the most U.S. members of the Million Dollar Round Table - the standard of excellence for life insurance sales performance in the insurance and financial services industry. Registered Representatives are affiliated with NYLIFE Securities (member FINRA/SIPC), a Licensed Insurance Agency. Financial Advisors are affiliated with Eagle Strategies LLC, a Registered Investment Advisor. NYLIFE Securities and Eagle Strategies are New York Life companies. 1- New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by Standard & Poor's (AA+); A.M. Best (A ); Moody's (Aaa); and Fitch (AAA). Source: Individual Third-Party Ratings Reports as of 7/30/18 2- MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 3- Based on Fortune Magazine 'World's Most Admired Companies' 2019 ranking: To determine the best-regarded companies in 52 industries, Korn Ferry asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria, from investment value and quality of management and products to social responsibility and ability to attract talent. A company's score must rank in the top half of its industry survey to be listed 4- Based on revenue as reported by "Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual)," Fortune magazine, 6/1/19. For methodology, please see Our extensive resources include: -Our NYLIC University training program, designed to provide career-long support and growth including tuition reimbursement program for certain advanced, professional designation courses. - Three highly-skilled teams that provide advanced markets support: - Our Advanced Planning Group - Eagle Strategies for qualifying agents who are also Registered Representatives - The Nautilus Group for qualifying agents who pay a monthly subscription fee - A team of highly-trained, experienced product consultants to support your agents' client acquisition needs. Compensation: $150,000 Responsibilities: Gain hands-on experience as a financial professional helping clients develop a long-term strategy to achieve their financial goals Determine financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable annuities, mutual funds, and more Complete the program requirements and join the management team as an associate partner Hone your skills and facilitate success as a manager by participating in our intensive, six-month Associate Partner Training Program Hire and lead your own group of financial professionals while serving as an associate partner Qualifications: Cultural markets knowledge preferred but not required Highly motivated and goal-oriented professional looking for a challenging yet rewarding occupation Experience working in sales is required Must have financial services industry and/or insurance industry experience Multilingual professionals with Spanish, Portuguese, or other language proficiency is a bonus About Company Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for our clients. Awards & Accolades We're proud of our financial strength7 • A Superior (A.M. Best) • AAA Exceptionally Strong (Fitch) • Aaa Exceptional (Moody's) • AA+ Very Strong (Standard & Poor's) Compensation details: 00 Yearly Salary PI3a62c38474e6-1130
Berkeley Research Group, LLC
Boston, Massachusetts
BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Position Title: Senior Financial Analyst Location: Boston, MA Position Type: Full time Requisition ID: JR100086 Description: We do Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition. Comprised of experienced, hands-on professionals that are results-oriented and data-driven, the market leading BRG Corporate Finance practice collaborates as partners with management teams and sponsors to focus on strategic options that maximize value for stakeholders. Furthermore, the practice has deep operational experience to deliver interim management to companies in need of C-Suite level experience and targeted surge resources to ease the pressure on management teams. The BRG Corporate Finance practice has in-depth experience across a wide range of industries and markets, including but not limited to retail, consumer products, financial services, healthcare, energy and technology. Across sectors, BRG has experienced professionals who understand the challenges clients face - making it well-equipped to help solve clients' issues. Our five core service offerings include: Turnaround & Restructuring (T&R) Transaction Advisory (TA) Finance Excellence (FE) Private Equity PortCo Services (PEPS) Transaction & Valuation Opinions (VAL) The BRG Turnaround & Restructuring practice is seeking to add professionals due to client demand and market opportunities. The ideal candidate should be prepared to work in a team-oriented environment on a diverse range of turnaround advisory assignments. Articulating findings and recommendations around the key financial, business issues, and value drivers are critical components for this position. The ideal candidate will have skills in the following areas: Three-statement financial modeling, including scenario planning Financial planning & analysis 13-week cash flow modeling Chapter 11 process Transactions, including sale of assets or businesses This position offers advancement opportunities within a rapidly growing, dynamic and fast-paced consulting firm in an entrepreneurial environment. Responsibilities Support the day-to-day activities of BRG Corporate Finance - Turnaround & Restructuring client service teams on engagements Execute multiple tasks across a consulting engagement including modeling and client presentations Utilize business, finance, accounting, and analytical skills to perform tasks including: 13-week cash flow models, 3-statement models, and pro-forma scenario models Demonstrate the ability to work in a team environment; collaborate with T&R and BRG experts, professionals from other firms, and client contacts to achieve engagement objectives Assist in preparation of reports, written analyses, presentations, and other client deliverables Participate in the development of a fast-growing, entrepreneurial consulting practice including assisting in marketing, client pitches, and product and practice development Demonstrate the highest degree of professionalism, ethics, quality, and integrity Qualifications Bachelors degree or degree equivalent in Business, Accounting/Finance, Management, Engineering, Economics, Mathematics, or related field 3+ years of work experience, ideally in a consulting or professional services environment Experience in financial modeling and analysis (particularly in Excel), including constructing and understanding 3-statement financial models, cash flows, and scenario analyses Ability to manage and analyze large volumes of financial and operational data Ability to interpret the results of qualitative and quantitative analysis and develop insights and recommendations Excellent written and oral communication skills and a demonstrated ability to interact with junior and senior team members, senior management, and other stakeholders or professionals Mature presence, empathy, intellectual curiosity, and ability to learn quickly Strong problem solving and project management skills Ability to work well independently or in a team dynamic Ability to manage multiple tasks, prioritize changing work demands and learn quickly CFA, CPA (or equivalent), or technical/GAAP accounting expertise is a plus Advanced in Microsoft Excel, PowerPoint, Word Familiarity with financial research tools (e.g., Capital IQ, Bloomberg, etc.) Willingness to travel as needed. PM22 About BRG BRG combines world-leading academic credentials with world-tested business expertise purpose-built for agility and connectivity, which sets us apart-and gets you ahead. At BRG, our top-tier professionals include specialist consultants, industry experts, renowned academics, and leading-edge data scientists. Together, they bring a diversity of proven real-world experience to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges for organizations across the globe. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking from diverse perspectives that, when paired with our global reach and resources, make us uniquely capable to address our clients' challenges. We get results because we know how to apply our thinking to your world. At BRG, we don't just show you what's possible. We're built to help you make it happen. BRG is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities PIa65f163c48e6-9052
09/01/2025
Full time
BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Position Title: Senior Financial Analyst Location: Boston, MA Position Type: Full time Requisition ID: JR100086 Description: We do Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition. Comprised of experienced, hands-on professionals that are results-oriented and data-driven, the market leading BRG Corporate Finance practice collaborates as partners with management teams and sponsors to focus on strategic options that maximize value for stakeholders. Furthermore, the practice has deep operational experience to deliver interim management to companies in need of C-Suite level experience and targeted surge resources to ease the pressure on management teams. The BRG Corporate Finance practice has in-depth experience across a wide range of industries and markets, including but not limited to retail, consumer products, financial services, healthcare, energy and technology. Across sectors, BRG has experienced professionals who understand the challenges clients face - making it well-equipped to help solve clients' issues. Our five core service offerings include: Turnaround & Restructuring (T&R) Transaction Advisory (TA) Finance Excellence (FE) Private Equity PortCo Services (PEPS) Transaction & Valuation Opinions (VAL) The BRG Turnaround & Restructuring practice is seeking to add professionals due to client demand and market opportunities. The ideal candidate should be prepared to work in a team-oriented environment on a diverse range of turnaround advisory assignments. Articulating findings and recommendations around the key financial, business issues, and value drivers are critical components for this position. The ideal candidate will have skills in the following areas: Three-statement financial modeling, including scenario planning Financial planning & analysis 13-week cash flow modeling Chapter 11 process Transactions, including sale of assets or businesses This position offers advancement opportunities within a rapidly growing, dynamic and fast-paced consulting firm in an entrepreneurial environment. Responsibilities Support the day-to-day activities of BRG Corporate Finance - Turnaround & Restructuring client service teams on engagements Execute multiple tasks across a consulting engagement including modeling and client presentations Utilize business, finance, accounting, and analytical skills to perform tasks including: 13-week cash flow models, 3-statement models, and pro-forma scenario models Demonstrate the ability to work in a team environment; collaborate with T&R and BRG experts, professionals from other firms, and client contacts to achieve engagement objectives Assist in preparation of reports, written analyses, presentations, and other client deliverables Participate in the development of a fast-growing, entrepreneurial consulting practice including assisting in marketing, client pitches, and product and practice development Demonstrate the highest degree of professionalism, ethics, quality, and integrity Qualifications Bachelors degree or degree equivalent in Business, Accounting/Finance, Management, Engineering, Economics, Mathematics, or related field 3+ years of work experience, ideally in a consulting or professional services environment Experience in financial modeling and analysis (particularly in Excel), including constructing and understanding 3-statement financial models, cash flows, and scenario analyses Ability to manage and analyze large volumes of financial and operational data Ability to interpret the results of qualitative and quantitative analysis and develop insights and recommendations Excellent written and oral communication skills and a demonstrated ability to interact with junior and senior team members, senior management, and other stakeholders or professionals Mature presence, empathy, intellectual curiosity, and ability to learn quickly Strong problem solving and project management skills Ability to work well independently or in a team dynamic Ability to manage multiple tasks, prioritize changing work demands and learn quickly CFA, CPA (or equivalent), or technical/GAAP accounting expertise is a plus Advanced in Microsoft Excel, PowerPoint, Word Familiarity with financial research tools (e.g., Capital IQ, Bloomberg, etc.) Willingness to travel as needed. PM22 About BRG BRG combines world-leading academic credentials with world-tested business expertise purpose-built for agility and connectivity, which sets us apart-and gets you ahead. At BRG, our top-tier professionals include specialist consultants, industry experts, renowned academics, and leading-edge data scientists. Together, they bring a diversity of proven real-world experience to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges for organizations across the globe. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking from diverse perspectives that, when paired with our global reach and resources, make us uniquely capable to address our clients' challenges. We get results because we know how to apply our thinking to your world. At BRG, we don't just show you what's possible. We're built to help you make it happen. BRG is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities PIa65f163c48e6-9052
Bloomberg Research - Returnship and Reorientation Program, New York (Contract) Location New York Business Area Research Ref # Description & Requirements About Bloomberg Research Bloomberg Intelligence (BI) is a leading investment research platform of 500 investment professionals covering asset classes globally including equities, fixed income, rates and commodities along with insights related to litigation, regulatory and environmental, social, and governance (ESG) issues. We offer valuable written analysis on 135 industries and 2,200 companies, industry data, and interactive charting and functions from a team of independent experts, giving investment and corporate professionals deep insights into where crucial industries stand today and where they may be heading next. BloombergNEF (BNEF) is a strategic research provider covering global commodity markets and the disruptive technologies driving the transition to a low-carbon economy. We help our clients gain a clear perspective on the trends in technology, finance, policy and economics that are driving transformation across the energy value chain. Our expert coverage assesses pathways for the power, transport, industry, buildings and agriculture sectors to adapt to the energy transition. We help commodity trading, corporate strategy, finance and policy professionals navigate change and generate opportunities. BNEF has 300 staff based in 20 offices across the globe. About the Returnship and Reorientation Program Our Bloomberg Research teams are looking to proactively hire and support the transition of professionals keen to get back into the workforce. We see these individuals enriching our research service by bringing industry knowledge, business experience, and capabilities to provide different perspectives and insights for our global clients. The goal of the Returnship and Reorientation (R&R) program is to promote a pathway to ease high caliber talent back into work life after taking a personal career break. The program aims to support the reorientation of experienced talent for research and analysis roles at Bloomberg. Successful candidates will be brought into Bloomberg Research teams as a contract worker for a 12-month period. We are looking for individuals who can bring transferable skills and knowledge that can be applied to Bloomberg's research and market analysis services. See more of what we cover here: (BI) and (BNEF) Program eligibility: To be considered for the program, candidates need to apply after a minimum two-year career break. Your experience needs to align to a Bloomberg Research coverage area or show strong competency in a skillset required to be a successful analyst. We'll trust you to: Identify, interpret and analyze relevant data, market trends, macro themes, policy, and company developments. Use your relevant experience to produce well-reasoned, high-quality, insightful research that resonates with our Bloomberg clients Work in an independent manner and show initiative to develop your own viewpoints and collaborate with global colleagues Effectively communicate views and findings through frequent written reports You'll need to have: At least four years of full-time work experience gained within a research, analysis, consulting, publishing, trading, financial or investment environment Proficiency in spoken and written English Confidence, motivation and a curiosity to question and learn new things Strong time management and organizational skills Ability to generate new research ideas and analyze data Bachelor's degree or degree equivalent experience We'd love to see: A degree or advanced qualification in a financial or technical field Experience in equity or market research and analysis Prior use and knowledge of Bloomberg's various services If this sounds like you: Apply if you think we're a good match and we'll get in touch with you to let you know next steps. Please include a cover letter with your application explaining your interest in this program Salary Range = 45 - 48 USD Hourly The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level. We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
08/31/2025
Full time
Bloomberg Research - Returnship and Reorientation Program, New York (Contract) Location New York Business Area Research Ref # Description & Requirements About Bloomberg Research Bloomberg Intelligence (BI) is a leading investment research platform of 500 investment professionals covering asset classes globally including equities, fixed income, rates and commodities along with insights related to litigation, regulatory and environmental, social, and governance (ESG) issues. We offer valuable written analysis on 135 industries and 2,200 companies, industry data, and interactive charting and functions from a team of independent experts, giving investment and corporate professionals deep insights into where crucial industries stand today and where they may be heading next. BloombergNEF (BNEF) is a strategic research provider covering global commodity markets and the disruptive technologies driving the transition to a low-carbon economy. We help our clients gain a clear perspective on the trends in technology, finance, policy and economics that are driving transformation across the energy value chain. Our expert coverage assesses pathways for the power, transport, industry, buildings and agriculture sectors to adapt to the energy transition. We help commodity trading, corporate strategy, finance and policy professionals navigate change and generate opportunities. BNEF has 300 staff based in 20 offices across the globe. About the Returnship and Reorientation Program Our Bloomberg Research teams are looking to proactively hire and support the transition of professionals keen to get back into the workforce. We see these individuals enriching our research service by bringing industry knowledge, business experience, and capabilities to provide different perspectives and insights for our global clients. The goal of the Returnship and Reorientation (R&R) program is to promote a pathway to ease high caliber talent back into work life after taking a personal career break. The program aims to support the reorientation of experienced talent for research and analysis roles at Bloomberg. Successful candidates will be brought into Bloomberg Research teams as a contract worker for a 12-month period. We are looking for individuals who can bring transferable skills and knowledge that can be applied to Bloomberg's research and market analysis services. See more of what we cover here: (BI) and (BNEF) Program eligibility: To be considered for the program, candidates need to apply after a minimum two-year career break. Your experience needs to align to a Bloomberg Research coverage area or show strong competency in a skillset required to be a successful analyst. We'll trust you to: Identify, interpret and analyze relevant data, market trends, macro themes, policy, and company developments. Use your relevant experience to produce well-reasoned, high-quality, insightful research that resonates with our Bloomberg clients Work in an independent manner and show initiative to develop your own viewpoints and collaborate with global colleagues Effectively communicate views and findings through frequent written reports You'll need to have: At least four years of full-time work experience gained within a research, analysis, consulting, publishing, trading, financial or investment environment Proficiency in spoken and written English Confidence, motivation and a curiosity to question and learn new things Strong time management and organizational skills Ability to generate new research ideas and analyze data Bachelor's degree or degree equivalent experience We'd love to see: A degree or advanced qualification in a financial or technical field Experience in equity or market research and analysis Prior use and knowledge of Bloomberg's various services If this sounds like you: Apply if you think we're a good match and we'll get in touch with you to let you know next steps. Please include a cover letter with your application explaining your interest in this program Salary Range = 45 - 48 USD Hourly The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level. We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
Company Summary ProAmpac is a leading global flexible packaging company with comprehensive product offerings. We provide creative packaging solutions, industry-leading customer service and award-winning innovation to a diverse global marketplace. We are guided in our work by five core values that are the basis for our success: Integrity, Intensity, Innovation, Impact, and Involvement. As a team member, you join a diverse mix of forward-thinking professionals dedicated to producing world-class packaging. We're always looking to bring in top-tier talent - it's one of the many keys to our tremendous success and continuing growth. Our open culture nurtures an atmosphere of encouragement and empowers the free exchange of fresh ideas and the sharing of best practices. By joining us, you become an integral part of an entrepreneurial company in a fast-paced, exciting environment that provides varied opportunities for professional and personal growth. Position Summary 1st Level PeopleSoft Production Support 2nd Leve PeopleSoft Admin Create reports Using Crystal or XML Preparation of detailed specification, development, testing, documentation, and training for custom user applications using application designer Participate in problem solving, applying fixes and patches or system changes during off hours, weekends and or holidays as required. Monitoring the health of automated systems 2nd level support for routine database functions User training and support as required. Participate on major upgrade/implementation projects as required. Participate in project teams with users for the purpose of defining requirements. 5-6 years of PeopleSoft Financial and Supply Chain Production Support Experienced in PeopleTools (8.43 and above) PeopleSoft Development experience Should be Strong in SQL Experience with Crystal reports Experience with XML Publisher Experience is a Manufacturing environment is a Plus Microsoft SQL Server knowledge is a Plus
07/14/2022
Full time
Company Summary ProAmpac is a leading global flexible packaging company with comprehensive product offerings. We provide creative packaging solutions, industry-leading customer service and award-winning innovation to a diverse global marketplace. We are guided in our work by five core values that are the basis for our success: Integrity, Intensity, Innovation, Impact, and Involvement. As a team member, you join a diverse mix of forward-thinking professionals dedicated to producing world-class packaging. We're always looking to bring in top-tier talent - it's one of the many keys to our tremendous success and continuing growth. Our open culture nurtures an atmosphere of encouragement and empowers the free exchange of fresh ideas and the sharing of best practices. By joining us, you become an integral part of an entrepreneurial company in a fast-paced, exciting environment that provides varied opportunities for professional and personal growth. Position Summary 1st Level PeopleSoft Production Support 2nd Leve PeopleSoft Admin Create reports Using Crystal or XML Preparation of detailed specification, development, testing, documentation, and training for custom user applications using application designer Participate in problem solving, applying fixes and patches or system changes during off hours, weekends and or holidays as required. Monitoring the health of automated systems 2nd level support for routine database functions User training and support as required. Participate on major upgrade/implementation projects as required. Participate in project teams with users for the purpose of defining requirements. 5-6 years of PeopleSoft Financial and Supply Chain Production Support Experienced in PeopleTools (8.43 and above) PeopleSoft Development experience Should be Strong in SQL Experience with Crystal reports Experience with XML Publisher Experience is a Manufacturing environment is a Plus Microsoft SQL Server knowledge is a Plus
Overview We are not just offering a job but a meaningful career! Come join our passionate team! As a Fortune 50 company, we hire the best employees to serve our customers, making us a leader in the insurance and financial services industry. State Farm embraces diversity and inclusion to ensure a workforce that is engaged, builds on the strengths and talents of all associates, and creates a Good Neighbor culture. We offer competitive benefits and pay with the potential for an annual financial award based on both individual and enterprise performance. Our employees have an opportunity to participate in volunteer events within the community and engage in a learning culture. We offer programs to assist with tuition reimbursement, professional designations, employee development, wellness initiatives, and more! Visit our Careers page for more information on our benefits , locations , and the process of joining the State Farm team! Office Locations : Bloomington, Atlanta, Dallas, Phoenix (Flexible Hybrid working arrangement) Hybrid Work Arrangement: In this position, you should plan to spend time working in the office and remotely (with the ability for same day travel to and from your assigned office location) as part of a hybrid work arrangement. Work arrangements could change over time based on business need. Your manager will share additional information regarding your department's approach and what it means for you. Responsibilities As a member of the Property and Casualty Actuarial community you will be challenged and empowered to grow personally and professionally. We are dedicated to helping each of our associates develop to his or her full potential. In order to enable our associates to grow, P&C Actuarial offers a competitive Exam Support program for associates pursuing their actuarial designations. Our P&C Actuarial Analysts develop actuarial recommendations for leadership and implement changes to satisfy the financial objectives of the #1 Auto and Homeowners insurer in the U.S. They also develop and apply statistical modeling techniques to solve business problems, conduct research, identify solutions to actuarial problems and analyze and prepare responses to various actuarial questions/issues. Our Analysts serve as valued resources to other State Farm areas, often engaging with business partners across the organization to solve multi-faceted business problems. Qualifications We Are Looking for Candidates With Experienced Actuarial Analyst with a minimum of 3 years of experience in the field Actuarial Science, Math, Statistics, Data Science, Computer Science, Information Management or other analytics majors preferred Experience with data and statistical analysis in Excel, SQL, SAS, R, and/or Python required Strong communication, interpersonal, organization, leadership and critical thinking skills Successful completion of at least three Society of Actuaries or Casualty Actuarial Society exams required. ACAS designation preferred . Candidates should intend to progress toward their ACAS/FCAS designation Incumbency Period : There is a 24-month incumbency period (beginning on the employee's effective date) for any lateral job movements and a 12-month incumbency period for any promotional opportunities, which must be met before the employee may post for other State Farm positions. The incumbency period does not affect the at-will relationship between State Farm and the employee and does not create an employment contract, nor contractual rights. What's in it for You? Competitive Benefits, Pay and Bonus Potential: Who doesn't want money, right? Volunteer opportunities: Get involved and give back to the community! Tuition Reimbursement: We support opportunities for you to learn and grow! A Learning Culture: Mentoring, Professional Designations, Employee Development, and more! 401k Savings Plan Dress Code: We trust our employees to dress for their day. That's right, we trust you... We embrace Diversity and Inclusion: We are one team and it is simply the right thing to do! Learn more about our benefits at State Farm Careers ! What You Can Expect Next Steps: Competitive candidates may be invited to participate in the interview process. This is where the excitement begins! *****Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.S. work authorization (e.g. H-1B visa) for this opportunity***** JT18 SFARM #AJO #LI-AJ1 - provided by Dice
02/24/2022
Full time
Overview We are not just offering a job but a meaningful career! Come join our passionate team! As a Fortune 50 company, we hire the best employees to serve our customers, making us a leader in the insurance and financial services industry. State Farm embraces diversity and inclusion to ensure a workforce that is engaged, builds on the strengths and talents of all associates, and creates a Good Neighbor culture. We offer competitive benefits and pay with the potential for an annual financial award based on both individual and enterprise performance. Our employees have an opportunity to participate in volunteer events within the community and engage in a learning culture. We offer programs to assist with tuition reimbursement, professional designations, employee development, wellness initiatives, and more! Visit our Careers page for more information on our benefits , locations , and the process of joining the State Farm team! Office Locations : Bloomington, Atlanta, Dallas, Phoenix (Flexible Hybrid working arrangement) Hybrid Work Arrangement: In this position, you should plan to spend time working in the office and remotely (with the ability for same day travel to and from your assigned office location) as part of a hybrid work arrangement. Work arrangements could change over time based on business need. Your manager will share additional information regarding your department's approach and what it means for you. Responsibilities As a member of the Property and Casualty Actuarial community you will be challenged and empowered to grow personally and professionally. We are dedicated to helping each of our associates develop to his or her full potential. In order to enable our associates to grow, P&C Actuarial offers a competitive Exam Support program for associates pursuing their actuarial designations. Our P&C Actuarial Analysts develop actuarial recommendations for leadership and implement changes to satisfy the financial objectives of the #1 Auto and Homeowners insurer in the U.S. They also develop and apply statistical modeling techniques to solve business problems, conduct research, identify solutions to actuarial problems and analyze and prepare responses to various actuarial questions/issues. Our Analysts serve as valued resources to other State Farm areas, often engaging with business partners across the organization to solve multi-faceted business problems. Qualifications We Are Looking for Candidates With Experienced Actuarial Analyst with a minimum of 3 years of experience in the field Actuarial Science, Math, Statistics, Data Science, Computer Science, Information Management or other analytics majors preferred Experience with data and statistical analysis in Excel, SQL, SAS, R, and/or Python required Strong communication, interpersonal, organization, leadership and critical thinking skills Successful completion of at least three Society of Actuaries or Casualty Actuarial Society exams required. ACAS designation preferred . Candidates should intend to progress toward their ACAS/FCAS designation Incumbency Period : There is a 24-month incumbency period (beginning on the employee's effective date) for any lateral job movements and a 12-month incumbency period for any promotional opportunities, which must be met before the employee may post for other State Farm positions. The incumbency period does not affect the at-will relationship between State Farm and the employee and does not create an employment contract, nor contractual rights. What's in it for You? Competitive Benefits, Pay and Bonus Potential: Who doesn't want money, right? Volunteer opportunities: Get involved and give back to the community! Tuition Reimbursement: We support opportunities for you to learn and grow! A Learning Culture: Mentoring, Professional Designations, Employee Development, and more! 401k Savings Plan Dress Code: We trust our employees to dress for their day. That's right, we trust you... We embrace Diversity and Inclusion: We are one team and it is simply the right thing to do! Learn more about our benefits at State Farm Careers ! What You Can Expect Next Steps: Competitive candidates may be invited to participate in the interview process. This is where the excitement begins! *****Applicants are required to be eligible to lawfully work in the U.S. immediately; employer will not sponsor applicants for U.S. work authorization (e.g. H-1B visa) for this opportunity***** JT18 SFARM #AJO #LI-AJ1 - provided by Dice
About Lumen Lumen is guided by our belief that humanity is at its best when technology advances the way we live and work. With 450,000 route fiber miles serving customers in more than 60 countries, we deliver the fastest, most secure global platform for applications and data to help businesses, government and communities deliver amazing experiences. Learn more about Lumens network, edge cloud, security and communication and collaboration solutions and our purpose to further human progress through technology at news.lumen.com, LinkedIn: /lumentechnologies, Facebook: /lumentechnologies, and YouTube: /lumentechnologies. The Role We are currently seeking an experienced BI Analyst to join our Reporting and Analytics team. You will be involved in the entire development lifecycle helping to define requirements, architect designs, develop complex ETL, design and code reports, test results and produce analytics for internal use within the company. You will have the opportunity to participate in determining the direction of new development and actively share knowledge with other team members. The primary purpose of this position is to support the Operational business performance reporting and internal customer self-service reporting. The secondary role will include analyzing data, processes, and systems to identify opportunities for process and performance improvement. The Main Responsibilities Be involved in all aspects of the development life cycle including, requirements gathering, architecture, development, testing, training, implementation and support of reporting applications to be used internally by our employees. Understand business requirements in BI context and design data models to transform raw data into meaningful insights Create dashboards and interactive visual reports using Tableau Conduct some in-depth analysis providing some actionable insights to aid decision making Convert business requirements into technical specifications and decide timeline to accomplish Using your creativity and curiosity to partner with associates in other business areas to define business needs and help translate those needs into reporting system requirements Develop back end SQL Server and Oracle data marts in support of team data and reporting initiatives. Create complex SQL queries and database objects (stored procs, views, etc) to pull and manage data. Interface with other teams and departments to develop new and modify existing reporting applications. Resolve data and reporting issues from business partners. Provide data and programming expertise to meet internal ad hoc data requirements. Provide production support (generally during normal business hours) for scheduled reporting activities. What We Look For in a Candidate 4+ years experience in Data analysis and Dashboard reporting. Bachelor's degree in computer science, Business Administration, or a related field of study, or equivalent experience. Master's degree a plus. Ability to optimize dashboard performance to handle large volumes of data. Tableau Server Administration Knowledge is a plus. Strong T-SQL Knowledge and Tableau is required. Demonstrated ability to troubleshoot complex coding issues that require back tracing logic through multiple packages, stored procs and data sources Proven knowledge of handling both structured / unstructured data in data lakes (with Hadoop Hive) is a plus Excellent written and verbal communication skills required to communicate with business managers and end users. Strong problem-solving skills. Telecommunications industry experience a plus. Strong troubleshooting and investigation skills What to Expect Next Requisition #: 268971 EEO Statement We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, marital status, family status, pregnancy, or other legally protected status (collectively, protected statuses). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training. Disclaimer The above job definition information has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Job duties and responsibilities are subject to change based on changing business needs and conditions. Salary Range Salary Min : 72540 Salary Max : 161520 This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors. This position is eligible for either short-term incentives or sales compensation. Director and VP positions also are eligible for long-term incentive. To learn more about our bonus structure, you can view additional information here. We're able to answer any additional questions you may have as you move through the selection process. As part of our comprehensive benefits package, Lumen offers a broad range of Health, Life, Voluntary Lifestyle and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing. You can learn more by clicking here. Note: For union-represented postings, wage rates and ranges are governed by applicable collective bargaining agreement provisions. Salary Range Salary Min : 72540 Salary Max : 161520 This information reflects the base salary pay range for this job based on current national market data. Ranges may vary based on the job's location. We offer competitive pay that varies based on individual experience, qualifications and other relevant factors. We encourage you to apply to positions that you are interested in and for which you believe you are qualified. To learn more, you are welcome to discuss with us as you move through the selection process.
11/10/2021
Full time
About Lumen Lumen is guided by our belief that humanity is at its best when technology advances the way we live and work. With 450,000 route fiber miles serving customers in more than 60 countries, we deliver the fastest, most secure global platform for applications and data to help businesses, government and communities deliver amazing experiences. Learn more about Lumens network, edge cloud, security and communication and collaboration solutions and our purpose to further human progress through technology at news.lumen.com, LinkedIn: /lumentechnologies, Facebook: /lumentechnologies, and YouTube: /lumentechnologies. The Role We are currently seeking an experienced BI Analyst to join our Reporting and Analytics team. You will be involved in the entire development lifecycle helping to define requirements, architect designs, develop complex ETL, design and code reports, test results and produce analytics for internal use within the company. You will have the opportunity to participate in determining the direction of new development and actively share knowledge with other team members. The primary purpose of this position is to support the Operational business performance reporting and internal customer self-service reporting. The secondary role will include analyzing data, processes, and systems to identify opportunities for process and performance improvement. The Main Responsibilities Be involved in all aspects of the development life cycle including, requirements gathering, architecture, development, testing, training, implementation and support of reporting applications to be used internally by our employees. Understand business requirements in BI context and design data models to transform raw data into meaningful insights Create dashboards and interactive visual reports using Tableau Conduct some in-depth analysis providing some actionable insights to aid decision making Convert business requirements into technical specifications and decide timeline to accomplish Using your creativity and curiosity to partner with associates in other business areas to define business needs and help translate those needs into reporting system requirements Develop back end SQL Server and Oracle data marts in support of team data and reporting initiatives. Create complex SQL queries and database objects (stored procs, views, etc) to pull and manage data. Interface with other teams and departments to develop new and modify existing reporting applications. Resolve data and reporting issues from business partners. Provide data and programming expertise to meet internal ad hoc data requirements. Provide production support (generally during normal business hours) for scheduled reporting activities. What We Look For in a Candidate 4+ years experience in Data analysis and Dashboard reporting. Bachelor's degree in computer science, Business Administration, or a related field of study, or equivalent experience. Master's degree a plus. Ability to optimize dashboard performance to handle large volumes of data. Tableau Server Administration Knowledge is a plus. Strong T-SQL Knowledge and Tableau is required. Demonstrated ability to troubleshoot complex coding issues that require back tracing logic through multiple packages, stored procs and data sources Proven knowledge of handling both structured / unstructured data in data lakes (with Hadoop Hive) is a plus Excellent written and verbal communication skills required to communicate with business managers and end users. Strong problem-solving skills. Telecommunications industry experience a plus. Strong troubleshooting and investigation skills What to Expect Next Requisition #: 268971 EEO Statement We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, marital status, family status, pregnancy, or other legally protected status (collectively, protected statuses). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training. Disclaimer The above job definition information has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Job duties and responsibilities are subject to change based on changing business needs and conditions. Salary Range Salary Min : 72540 Salary Max : 161520 This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors. This position is eligible for either short-term incentives or sales compensation. Director and VP positions also are eligible for long-term incentive. To learn more about our bonus structure, you can view additional information here. We're able to answer any additional questions you may have as you move through the selection process. As part of our comprehensive benefits package, Lumen offers a broad range of Health, Life, Voluntary Lifestyle and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing. You can learn more by clicking here. Note: For union-represented postings, wage rates and ranges are governed by applicable collective bargaining agreement provisions. Salary Range Salary Min : 72540 Salary Max : 161520 This information reflects the base salary pay range for this job based on current national market data. Ranges may vary based on the job's location. We offer competitive pay that varies based on individual experience, qualifications and other relevant factors. We encourage you to apply to positions that you are interested in and for which you believe you are qualified. To learn more, you are welcome to discuss with us as you move through the selection process.
Salary: $67k per year + none Reference: AB_ Do you have a background in finance and accounting? Our client is currently hiring a financial analyst to join their team in Carrollton! Must have the ability to work with numerical detail consistently and perform financial analysis accurately. Please forward your resume to for consideration! Responsibilities Analyze complex financial data for all new business proposals. Present accurate summaries of financial data and analysis. Gather financial and operational data from multiple sources, advise on data gaps, and identify irregularities in accounting or pricing data. Coordinate with the finance team as needed. Organize profitability data of existing customers Skills Financial Analysis Oracle (2 years of experience is required) SQL Server (2 years of experience is required) Essbase (2 years of experience is required) Education Bachelors Qualifications Years of experience: 2 years Experience level:Experienced Shift: First Working hours: 8 AM - 5 PM Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.
11/10/2021
Full time
Salary: $67k per year + none Reference: AB_ Do you have a background in finance and accounting? Our client is currently hiring a financial analyst to join their team in Carrollton! Must have the ability to work with numerical detail consistently and perform financial analysis accurately. Please forward your resume to for consideration! Responsibilities Analyze complex financial data for all new business proposals. Present accurate summaries of financial data and analysis. Gather financial and operational data from multiple sources, advise on data gaps, and identify irregularities in accounting or pricing data. Coordinate with the finance team as needed. Organize profitability data of existing customers Skills Financial Analysis Oracle (2 years of experience is required) SQL Server (2 years of experience is required) Essbase (2 years of experience is required) Education Bachelors Qualifications Years of experience: 2 years Experience level:Experienced Shift: First Working hours: 8 AM - 5 PM Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.
Salary: $78k per year + none Reference: AB_ Do you have a background in finance and accounting? Our client is currently hiring a senior financial analyst with a Bachelor's degree to join their team in Carrollton! Must posses proactive problem-solving skills and must demonstrate a self-starter mindset. Please forward your resume to for consideration! Responsibilities Deliver accurate and detailed analysis of customer profitability, including adjustments to offset unwanted accounting or operational variances in the financial data Analyze complex financial data for all new business proposals. Present accurate summaries of financial data and analysis to department leadership. Identify irregularities in accounting or pricing data, raise the concern to the Finance team, and coordinate with other functional areas for resolution. Understand and manage multiple priorities to successfully meet tight deadlines. Provide trend analysis on industry and market changes that assist in the evaluation of new projects consistent with company strategy. Skills Oracle (5 years of experience is required) SQL Server (5 years of experience is required) Essbase (5 years of experience is required) Education Bachelors (required) Qualifications Years of experience: 5 years Experience level:Experienced Shift: First Working hours: 8 AM - 5 PM Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.
11/09/2021
Full time
Salary: $78k per year + none Reference: AB_ Do you have a background in finance and accounting? Our client is currently hiring a senior financial analyst with a Bachelor's degree to join their team in Carrollton! Must posses proactive problem-solving skills and must demonstrate a self-starter mindset. Please forward your resume to for consideration! Responsibilities Deliver accurate and detailed analysis of customer profitability, including adjustments to offset unwanted accounting or operational variances in the financial data Analyze complex financial data for all new business proposals. Present accurate summaries of financial data and analysis to department leadership. Identify irregularities in accounting or pricing data, raise the concern to the Finance team, and coordinate with other functional areas for resolution. Understand and manage multiple priorities to successfully meet tight deadlines. Provide trend analysis on industry and market changes that assist in the evaluation of new projects consistent with company strategy. Skills Oracle (5 years of experience is required) SQL Server (5 years of experience is required) Essbase (5 years of experience is required) Education Bachelors (required) Qualifications Years of experience: 5 years Experience level:Experienced Shift: First Working hours: 8 AM - 5 PM Randstad is a world leader in matching great people with great companies. Our experienced agents will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temporary-to-permanent or permanent opportunities, no one works harder for you than Randstad. EEO Employer: Race, Religion, Color, National Origin, Citizenship, Sex, Sexual Orientation, Gender Identity, Age, Disability, Ancestry, Veteran Status, Genetic Information, Service in the Uniformed Services or any other classification protected by law.
job summary: Client job description Senior Consultant - Advanced Applications Group (AWS, Kubernetes, Big Data) Description Our client has an immediate oppportunity for a (full-time, W-2) Sr. Consultant with AWS and Kubernetes skills. This role will work on large, distributed applications for enterprise clients, and can be based from most major US cities. Up to 25-50% overnight travel may be required to client sites after COVID. Position Summary: The primary purpose of this position is to provide advanced consulting solutions to clients as part of our client's Advanced Applications Group. This position may perform activities such as application/systems development, deployment, configuration, programming, software testing, and documentation. This role understands the SDLC, develops code efficiently, develops application design per defined architecture, and provides level III support on developed applications. This role will focus development of Big Data Analytics and Cloud solutions. Primary Duties & Responsibilities: Performs a variety of billable IT consulting activities in support of clients' objectives, which may include, but are not limited to: Analysis and development of Big Data Analytics and Cloud solutions Develop and deliver Big Data and Cloud infrastructure Defining Big Data Cloud architecture on Cloud environments such as AWS (Amazon Web Services) Big Data Cloud infrastructure setup and CI-CD pipeline development Designing, programming/developing, and testing of Big Data components and Database Administration (DBA) and Management Documentation and deployment Participate in all phases of the software/system development lifecycle, including in part: Requirements analysis Designing, programming/developing and testing Documentation and deployment Test Big Data applications for functionality, data integrity, performance, usability, and security Document technical applications, specifications, and enhancements Develops code and technical reviews and presents constructive feedback to junior technical team Participates in requirements gathering activities, business process modeling and/or information modeling, design application solution working with senior technical leadership or performs at an individual level on projects Builds focused relationships with clients to identify business challenges on multiple medium- sized/medium to high complexity projects Makes recommendations to solve client problems on medium-sized/medium to high complexity projects Participates in presales as required by AAG technical leadership Documents completed technical architecture/design for clients Maintains technical specifications throughout a project Contributes and develop best practices, strategies, methodologies and documentation/templates suitable for reuse by other consultants and analysts Achieve high level of Client Satisfaction on all consulting engagements by executing to achieve client project expectations Develop good client relationships and trust to secure future business Reviews and understands all assigned Statement of Work (SOW) obligations prior to services delivery Tracks and manage engagements to the SOW and maintains project financials for multiple medium- sized/medium to high complexity projects Provides technical perspective to ensure a realistic estimation of scope, cost and level of effort for proposal generation Serves as a point of contact to the client for technical issues and status Mentors less senior personnel and serves as escalation point for their technical related project issues As needed, steps into team leadership roles and empowers others to increase contribution and level of responsibility Meets billable utilization goals Complies with all time compliance and time entry guidelines Training/Certifications - Engages in professional development, including obtaining industry related certifications as directed by management, to maintain continued growth in professional skills and knowledge Administrative Overhead - Respond to email, phone calls, complete time cards in a timely manner, expense reports and status reports as required Basic Qualifications: Bachelor's degree in Computer Science, Management Information Systems, Information Technology, Engineering, Mathematics or a related field At least five (5) years Information Technology work experience with one or more technologies supported by the Advanced Applications Group, including Big Data Analytics and Cloud computing Cloud technology skills for AWS including IAM, EC2, S3, CloudFront, CloudFormation Experience in implementing and managing Kubernetes environments Other Position Requirements: Monitoring technology skills for AWS including CloudWatch, CloudTrail, GuardDuty Programming skills with the majority of the following: Python, JavaScript, HTML, CSS, Shell and Bash scripting, YAML, JSON DBA technology skills including Dynamo DB, Cassandra, NoSQL, and Oracle Experience developing software applications for infrastructure automation Demonstrated ability to investigate complex problems where analysis of situations or data requires an in- depth evaluation of variable factors from multiple IT solutions and/or disciplines Demonstrated understanding of core business functions of a typical company, and ability to employ step by step logic to solve business problems Experience as a member of a technical project team, from design through delivery Experience troubleshooting and identifying potential problems and making appropriate changes as necessary Experience creating technical documentation Demonstrated ability to work with wide variety of client staff including management and technical staff Demonstrated ability to provide guidance and leadership to less experienced technical team members, including delegating technical tasks, and at times resolving issues of poor technical execution without escalation Demonstrated presentation and communication skills, including effectively communicating one-on-one, and in small and large groups, using a variety of presentation methods to sustain the audiences' engagement Demonstrated time management and organizational skills; ability to handle multiple tasks simultaneously Demonstrated ability to establish positive working relationships and conduct complex and important work critical to the organization in a team consulting environment location: Remote, Texas job type: Permanent salary: $125,000 - 170,000 per year work hours: 8am to 5pm education: Bachelors responsibilities: Please see above qualifications: Experience level: Experienced Minimum 5 years of experience Education: Bachelors skills: Cloud AWS CloudWatch CloudTrail GuardDuty IAM Cloud DBA Security Kubernetes Big Data Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. - provided by Dice
10/29/2021
Full time
job summary: Client job description Senior Consultant - Advanced Applications Group (AWS, Kubernetes, Big Data) Description Our client has an immediate oppportunity for a (full-time, W-2) Sr. Consultant with AWS and Kubernetes skills. This role will work on large, distributed applications for enterprise clients, and can be based from most major US cities. Up to 25-50% overnight travel may be required to client sites after COVID. Position Summary: The primary purpose of this position is to provide advanced consulting solutions to clients as part of our client's Advanced Applications Group. This position may perform activities such as application/systems development, deployment, configuration, programming, software testing, and documentation. This role understands the SDLC, develops code efficiently, develops application design per defined architecture, and provides level III support on developed applications. This role will focus development of Big Data Analytics and Cloud solutions. Primary Duties & Responsibilities: Performs a variety of billable IT consulting activities in support of clients' objectives, which may include, but are not limited to: Analysis and development of Big Data Analytics and Cloud solutions Develop and deliver Big Data and Cloud infrastructure Defining Big Data Cloud architecture on Cloud environments such as AWS (Amazon Web Services) Big Data Cloud infrastructure setup and CI-CD pipeline development Designing, programming/developing, and testing of Big Data components and Database Administration (DBA) and Management Documentation and deployment Participate in all phases of the software/system development lifecycle, including in part: Requirements analysis Designing, programming/developing and testing Documentation and deployment Test Big Data applications for functionality, data integrity, performance, usability, and security Document technical applications, specifications, and enhancements Develops code and technical reviews and presents constructive feedback to junior technical team Participates in requirements gathering activities, business process modeling and/or information modeling, design application solution working with senior technical leadership or performs at an individual level on projects Builds focused relationships with clients to identify business challenges on multiple medium- sized/medium to high complexity projects Makes recommendations to solve client problems on medium-sized/medium to high complexity projects Participates in presales as required by AAG technical leadership Documents completed technical architecture/design for clients Maintains technical specifications throughout a project Contributes and develop best practices, strategies, methodologies and documentation/templates suitable for reuse by other consultants and analysts Achieve high level of Client Satisfaction on all consulting engagements by executing to achieve client project expectations Develop good client relationships and trust to secure future business Reviews and understands all assigned Statement of Work (SOW) obligations prior to services delivery Tracks and manage engagements to the SOW and maintains project financials for multiple medium- sized/medium to high complexity projects Provides technical perspective to ensure a realistic estimation of scope, cost and level of effort for proposal generation Serves as a point of contact to the client for technical issues and status Mentors less senior personnel and serves as escalation point for their technical related project issues As needed, steps into team leadership roles and empowers others to increase contribution and level of responsibility Meets billable utilization goals Complies with all time compliance and time entry guidelines Training/Certifications - Engages in professional development, including obtaining industry related certifications as directed by management, to maintain continued growth in professional skills and knowledge Administrative Overhead - Respond to email, phone calls, complete time cards in a timely manner, expense reports and status reports as required Basic Qualifications: Bachelor's degree in Computer Science, Management Information Systems, Information Technology, Engineering, Mathematics or a related field At least five (5) years Information Technology work experience with one or more technologies supported by the Advanced Applications Group, including Big Data Analytics and Cloud computing Cloud technology skills for AWS including IAM, EC2, S3, CloudFront, CloudFormation Experience in implementing and managing Kubernetes environments Other Position Requirements: Monitoring technology skills for AWS including CloudWatch, CloudTrail, GuardDuty Programming skills with the majority of the following: Python, JavaScript, HTML, CSS, Shell and Bash scripting, YAML, JSON DBA technology skills including Dynamo DB, Cassandra, NoSQL, and Oracle Experience developing software applications for infrastructure automation Demonstrated ability to investigate complex problems where analysis of situations or data requires an in- depth evaluation of variable factors from multiple IT solutions and/or disciplines Demonstrated understanding of core business functions of a typical company, and ability to employ step by step logic to solve business problems Experience as a member of a technical project team, from design through delivery Experience troubleshooting and identifying potential problems and making appropriate changes as necessary Experience creating technical documentation Demonstrated ability to work with wide variety of client staff including management and technical staff Demonstrated ability to provide guidance and leadership to less experienced technical team members, including delegating technical tasks, and at times resolving issues of poor technical execution without escalation Demonstrated presentation and communication skills, including effectively communicating one-on-one, and in small and large groups, using a variety of presentation methods to sustain the audiences' engagement Demonstrated time management and organizational skills; ability to handle multiple tasks simultaneously Demonstrated ability to establish positive working relationships and conduct complex and important work critical to the organization in a team consulting environment location: Remote, Texas job type: Permanent salary: $125,000 - 170,000 per year work hours: 8am to 5pm education: Bachelors responsibilities: Please see above qualifications: Experience level: Experienced Minimum 5 years of experience Education: Bachelors skills: Cloud AWS CloudWatch CloudTrail GuardDuty IAM Cloud DBA Security Kubernetes Big Data Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status. - provided by Dice
201 Third Street (61049), United States of America, San Francisco, California Commercial Real Estate, Director, Lead Underwriter & Portfolio Manager(San Francisco, CA) Commercial Underwriter, Director, Lead Underwriter & Portfolio Manager(San Francisco, CA) The Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of loans. Our Underwriters and Portfolio Managers balance supporting the Commercial's Bank's growth and ensuring we have a scalable, well-managed business. This role supports Commercial Real Estate As a Lead Underwriter & Portfolio Manager, you are considered a deep subject matter expert in credit risk management balanced with industry expertise. In addition to performing your responsibilities autonomously, you may play a leadership role across deal teams by guiding or shaping less experienced associates. You are trusted to complete complex transactions or solve more unique problems because of your experience and job specific skills. Primary underwriting responsibilities may include : Lead and compile due diligence to draw conclusions on material current and future risks and mitigants; identify performance drivers, project future performance, and anticipate ability to repay debt; apply industry research across transactions and share key takeaways across the organization Oversee deal team(s), including delegating and reviewing work, providing feedback, and coaching and developing less experienced member of the team Leverage deep expertise in industry trends and market analysis to present findings and potential opportunities to senior management with ease Anticipate questions that will be raised during deal review and approval meetings Assist and develop procedures to ensure less experienced team members understand financial statement analysis and cash flow analysis Review financial models independently and incorporate complex structures or nuances Propose appropriate structuring options in tandem with deal team Interpret pricing model outputs in context of business return hurdles and consider areas for increasing returns Write and prepare all parts of the credit approval document independently; identify need for supplemental analysis and discussion; review work of less experienced members of the team Oversee closing process requirements; review closing memo Lead documentation process and negotiate provisions of term sheets, commitment letters, and fee letters with internal and external counsel as well as clients Independently lead all aspects of process for complex deals, including special circumstances, higher approval requirements, and setting overall expectations Primary portfolio or asset management responsibilities may include : Manage most complex or highest risk portfolio of accounts independently including amendments, refinancing, and recaps; review portfolios of less experienced team members; review and monitor health of portfolio accounts, drive customer retention and performance against expectations Proactively anticipate issues, draw parallels from other accounts to own account; resolve problem accounts in partnership with other teams and specialists Review and approve annual reviews and both material and non-material modifications Facilitate and leads quarterly portfolio reviews; prepare watch and criticized reports for quarterly meetings & annual reviews Review past due reporting, covenants, and payments and remediate with the appropriate party Ensure portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities Additional Responsibilities may include: Build relationships across function and business to foster collaboration between partner groups Interact directly with customers to cultivate strong relationships while balancing risk and return Consult with legal or Special Assets Department Mentor and train rotational analysts and new hires Participate in internal initiatives to ensure the business is well-managed and operates efficiently Ensure compliance with credit policies and procedures Basic Qualifications: Bachelor's Degree or Military Experience At least 8 years of experience in Commercial Real Estate credit underwriting or portfolio-asset management Preferred Qualifications: Bachelor's Degree in Accounting, Finance, or other relevant fields At least 10 years of experience in credit underwriting or portfolio-asset management Previous leadership experience with deal teams or analysts Strong real estate market knowledge specific to San Francisco/Bay Area and the Pacific Northwest. At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
09/26/2021
201 Third Street (61049), United States of America, San Francisco, California Commercial Real Estate, Director, Lead Underwriter & Portfolio Manager(San Francisco, CA) Commercial Underwriter, Director, Lead Underwriter & Portfolio Manager(San Francisco, CA) The Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of loans. Our Underwriters and Portfolio Managers balance supporting the Commercial's Bank's growth and ensuring we have a scalable, well-managed business. This role supports Commercial Real Estate As a Lead Underwriter & Portfolio Manager, you are considered a deep subject matter expert in credit risk management balanced with industry expertise. In addition to performing your responsibilities autonomously, you may play a leadership role across deal teams by guiding or shaping less experienced associates. You are trusted to complete complex transactions or solve more unique problems because of your experience and job specific skills. Primary underwriting responsibilities may include : Lead and compile due diligence to draw conclusions on material current and future risks and mitigants; identify performance drivers, project future performance, and anticipate ability to repay debt; apply industry research across transactions and share key takeaways across the organization Oversee deal team(s), including delegating and reviewing work, providing feedback, and coaching and developing less experienced member of the team Leverage deep expertise in industry trends and market analysis to present findings and potential opportunities to senior management with ease Anticipate questions that will be raised during deal review and approval meetings Assist and develop procedures to ensure less experienced team members understand financial statement analysis and cash flow analysis Review financial models independently and incorporate complex structures or nuances Propose appropriate structuring options in tandem with deal team Interpret pricing model outputs in context of business return hurdles and consider areas for increasing returns Write and prepare all parts of the credit approval document independently; identify need for supplemental analysis and discussion; review work of less experienced members of the team Oversee closing process requirements; review closing memo Lead documentation process and negotiate provisions of term sheets, commitment letters, and fee letters with internal and external counsel as well as clients Independently lead all aspects of process for complex deals, including special circumstances, higher approval requirements, and setting overall expectations Primary portfolio or asset management responsibilities may include : Manage most complex or highest risk portfolio of accounts independently including amendments, refinancing, and recaps; review portfolios of less experienced team members; review and monitor health of portfolio accounts, drive customer retention and performance against expectations Proactively anticipate issues, draw parallels from other accounts to own account; resolve problem accounts in partnership with other teams and specialists Review and approve annual reviews and both material and non-material modifications Facilitate and leads quarterly portfolio reviews; prepare watch and criticized reports for quarterly meetings & annual reviews Review past due reporting, covenants, and payments and remediate with the appropriate party Ensure portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities Additional Responsibilities may include: Build relationships across function and business to foster collaboration between partner groups Interact directly with customers to cultivate strong relationships while balancing risk and return Consult with legal or Special Assets Department Mentor and train rotational analysts and new hires Participate in internal initiatives to ensure the business is well-managed and operates efficiently Ensure compliance with credit policies and procedures Basic Qualifications: Bachelor's Degree or Military Experience At least 8 years of experience in Commercial Real Estate credit underwriting or portfolio-asset management Preferred Qualifications: Bachelor's Degree in Accounting, Finance, or other relevant fields At least 10 years of experience in credit underwriting or portfolio-asset management Previous leadership experience with deal teams or analysts Strong real estate market knowledge specific to San Francisco/Bay Area and the Pacific Northwest. At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
201 Third Street (61049), United States of America, San Francisco, California Commercial Real Estate, Director, Lead Underwriter & Portfolio Manager(San Francisco, CA) Commercial Underwriter, Director, Lead Underwriter & Portfolio Manager(San Francisco, CA) The Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of loans. Our Underwriters and Portfolio Managers balance supporting the Commercial's Bank's growth and ensuring we have a scalable, well-managed business. This role supports Commercial Real Estate As a Lead Underwriter & Portfolio Manager, you are considered a deep subject matter expert in credit risk management balanced with industry expertise. In addition to performing your responsibilities autonomously, you may play a leadership role across deal teams by guiding or shaping less experienced associates. You are trusted to complete complex transactions or solve more unique problems because of your experience and job specific skills. Primary underwriting responsibilities may include : Lead and compile due diligence to draw conclusions on material current and future risks and mitigants; identify performance drivers, project future performance, and anticipate ability to repay debt; apply industry research across transactions and share key takeaways across the organization Oversee deal team(s), including delegating and reviewing work, providing feedback, and coaching and developing less experienced member of the team Leverage deep expertise in industry trends and market analysis to present findings and potential opportunities to senior management with ease Anticipate questions that will be raised during deal review and approval meetings Assist and develop procedures to ensure less experienced team members understand financial statement analysis and cash flow analysis Review financial models independently and incorporate complex structures or nuances Propose appropriate structuring options in tandem with deal team Interpret pricing model outputs in context of business return hurdles and consider areas for increasing returns Write and prepare all parts of the credit approval document independently; identify need for supplemental analysis and discussion; review work of less experienced members of the team Oversee closing process requirements; review closing memo Lead documentation process and negotiate provisions of term sheets, commitment letters, and fee letters with internal and external counsel as well as clients Independently lead all aspects of process for complex deals, including special circumstances, higher approval requirements, and setting overall expectations Primary portfolio or asset management responsibilities may include : Manage most complex or highest risk portfolio of accounts independently including amendments, refinancing, and recaps; review portfolios of less experienced team members; review and monitor health of portfolio accounts, drive customer retention and performance against expectations Proactively anticipate issues, draw parallels from other accounts to own account; resolve problem accounts in partnership with other teams and specialists Review and approve annual reviews and both material and non-material modifications Facilitate and leads quarterly portfolio reviews; prepare watch and criticized reports for quarterly meetings & annual reviews Review past due reporting, covenants, and payments and remediate with the appropriate party Ensure portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities Additional Responsibilities may include: Build relationships across function and business to foster collaboration between partner groups Interact directly with customers to cultivate strong relationships while balancing risk and return Consult with legal or Special Assets Department Mentor and train rotational analysts and new hires Participate in internal initiatives to ensure the business is well-managed and operates efficiently Ensure compliance with credit policies and procedures Basic Qualifications: Bachelor's Degree or Military Experience At least 8 years of experience in Commercial Real Estate credit underwriting or portfolio-asset management Preferred Qualifications: Bachelor's Degree in Accounting, Finance, or other relevant fields At least 10 years of experience in credit underwriting or portfolio-asset management Previous leadership experience with deal teams or analysts Strong real estate market knowledge specific to San Francisco/Bay Area and the Pacific Northwest. At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
09/25/2021
201 Third Street (61049), United States of America, San Francisco, California Commercial Real Estate, Director, Lead Underwriter & Portfolio Manager(San Francisco, CA) Commercial Underwriter, Director, Lead Underwriter & Portfolio Manager(San Francisco, CA) The Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of loans. Our Underwriters and Portfolio Managers balance supporting the Commercial's Bank's growth and ensuring we have a scalable, well-managed business. This role supports Commercial Real Estate As a Lead Underwriter & Portfolio Manager, you are considered a deep subject matter expert in credit risk management balanced with industry expertise. In addition to performing your responsibilities autonomously, you may play a leadership role across deal teams by guiding or shaping less experienced associates. You are trusted to complete complex transactions or solve more unique problems because of your experience and job specific skills. Primary underwriting responsibilities may include : Lead and compile due diligence to draw conclusions on material current and future risks and mitigants; identify performance drivers, project future performance, and anticipate ability to repay debt; apply industry research across transactions and share key takeaways across the organization Oversee deal team(s), including delegating and reviewing work, providing feedback, and coaching and developing less experienced member of the team Leverage deep expertise in industry trends and market analysis to present findings and potential opportunities to senior management with ease Anticipate questions that will be raised during deal review and approval meetings Assist and develop procedures to ensure less experienced team members understand financial statement analysis and cash flow analysis Review financial models independently and incorporate complex structures or nuances Propose appropriate structuring options in tandem with deal team Interpret pricing model outputs in context of business return hurdles and consider areas for increasing returns Write and prepare all parts of the credit approval document independently; identify need for supplemental analysis and discussion; review work of less experienced members of the team Oversee closing process requirements; review closing memo Lead documentation process and negotiate provisions of term sheets, commitment letters, and fee letters with internal and external counsel as well as clients Independently lead all aspects of process for complex deals, including special circumstances, higher approval requirements, and setting overall expectations Primary portfolio or asset management responsibilities may include : Manage most complex or highest risk portfolio of accounts independently including amendments, refinancing, and recaps; review portfolios of less experienced team members; review and monitor health of portfolio accounts, drive customer retention and performance against expectations Proactively anticipate issues, draw parallels from other accounts to own account; resolve problem accounts in partnership with other teams and specialists Review and approve annual reviews and both material and non-material modifications Facilitate and leads quarterly portfolio reviews; prepare watch and criticized reports for quarterly meetings & annual reviews Review past due reporting, covenants, and payments and remediate with the appropriate party Ensure portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities Additional Responsibilities may include: Build relationships across function and business to foster collaboration between partner groups Interact directly with customers to cultivate strong relationships while balancing risk and return Consult with legal or Special Assets Department Mentor and train rotational analysts and new hires Participate in internal initiatives to ensure the business is well-managed and operates efficiently Ensure compliance with credit policies and procedures Basic Qualifications: Bachelor's Degree or Military Experience At least 8 years of experience in Commercial Real Estate credit underwriting or portfolio-asset management Preferred Qualifications: Bachelor's Degree in Accounting, Finance, or other relevant fields At least 10 years of experience in credit underwriting or portfolio-asset management Previous leadership experience with deal teams or analysts Strong real estate market knowledge specific to San Francisco/Bay Area and the Pacific Northwest. At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
Description: Summary: Merchants Bank of Indiana is seeking an experienced multifamily affordable underwriter. The Senior Underwriter is a management role and is responsible for the oversight and development of the Bank's Investment Real Estate Credit Analysts. The Senior Underwriter's team is responsible for ensuring the timely and accurate underwriting of multifamily mortgage loan transactions in accordance with Merchants Bank guidelines. Responsibilities include, but are not limited to, effective onboarding of new credit applications, monitoring the progress of the Credit Anaylsts' underwriting, and review of loan requests prior to Loan Committee submission. The Senior Underwriter will work closely with members of the organization's originations, closing, and servicing teams. This role may take lead on special projects. The Senior Underwriter may have customer interactions with occasional travel to perform site visits. Essential Duties and Responsibilities: Attend new credit kick-off calls, both internally and externally with the client. Lead a team of less experienced underwriters (including training, providing guidance, and delegating and overseeing the timely execution of tasks and transactions) Review approval narratives prior to Loan Committee submission to ensure the application request meets Bank's credit standards and all risks and mitigants are addressed. Manage communications among a diverse mix of internal and external participants including borrowers, equity investors, production, legal (internal and external) and loan approvers. Collaborate with credit analysts to confirm adequacy of due diligence (DD) for the loan file. Work extensively with Microsoft Excel in financial models as it relates to the underwriting and flow of funds on transactions. Alongside of Credit Analysts, review amendment requests and closing documents to ensure clear to close. Attend training on applicable subjects when available and appropriate for position. Perform other duties as assigned. . Requirements: Minimum of four-years underwriting experience required, ideally within the multifamily real estate industry. Ability to analyze real estate projects for feasibility including developing and modeling construction budgets, operating pro formas, reviewing appraisals and other 3rd party reports, analyzing market factors, completing sponsor analysis as well as identifying and mitigating transaction risks. Strong knowledge of or the desire to learn the nuances of affordable housing, bond and LIHTC transactions. Bachelor's degree in finance, real estate, or related field preferred. Requires critical thinking skills and multitasking. Excellent customer service skills in person and on the phone. Excellent skills in working with Microsoft Word, Excel, and Outlook are a requirement. All employees are expected to contribute to the overall success of the organization by performing requested duties regardless of explicit inclusion in the job description or reasonable relation to an employee's primary role. Additionally, all employees must understand and adhere to all federal and state laws and banking regulations and company policies and procedures applicable to assigned job responsibilities, including compliance as appropriate under the Bank Secrecy Act and Anti-Money Laundering regulations. Additionally, all employees are expected to demonstrate the following Core Competencies: Professionalism - acting with responsibility, integrity and accountability; demonstrating consistent trustworthiness and reliability; always remaining flexible, adaptable and willing to accept coaching; building and managing professionally healthy relationships; deliberately managing career decisions; and continually developing awareness of business-related topics. Communication - understanding various active and passive tools and styles and their effects; and exhibiting appropriate, effective, timely use of tools and styles to connect, collaborate, facilitate teamwork and serve customers. Work Quality - demonstrating an ongoing commitment to compliance, safety and security; executing work with efficiency, a sense of urgency and attention to detail; and displaying organized work practices and a results-oriented mindset. Analytical Ability - navigating work-related circumstances with practical, sound reasoning; and demonstrating creativity in problem solving. Leadership - displaying good judgment and certainty in decision making; taking initiative with job-related demands; demonstrating innovative thinking and sound planning with business practices; managing individual performance toward shared organizational goals; and thinking strategically to set and accomplish goals. Merchants Bancorp and its affiliates and subsidiaries are committed to being equal opportunity employers. All job candidates and incumbents will be assessed based on only criteria relevant to successfully performing the job as defined in this job description and as generally accepted in the job's relevant industries. PI
09/25/2021
Full time
Description: Summary: Merchants Bank of Indiana is seeking an experienced multifamily affordable underwriter. The Senior Underwriter is a management role and is responsible for the oversight and development of the Bank's Investment Real Estate Credit Analysts. The Senior Underwriter's team is responsible for ensuring the timely and accurate underwriting of multifamily mortgage loan transactions in accordance with Merchants Bank guidelines. Responsibilities include, but are not limited to, effective onboarding of new credit applications, monitoring the progress of the Credit Anaylsts' underwriting, and review of loan requests prior to Loan Committee submission. The Senior Underwriter will work closely with members of the organization's originations, closing, and servicing teams. This role may take lead on special projects. The Senior Underwriter may have customer interactions with occasional travel to perform site visits. Essential Duties and Responsibilities: Attend new credit kick-off calls, both internally and externally with the client. Lead a team of less experienced underwriters (including training, providing guidance, and delegating and overseeing the timely execution of tasks and transactions) Review approval narratives prior to Loan Committee submission to ensure the application request meets Bank's credit standards and all risks and mitigants are addressed. Manage communications among a diverse mix of internal and external participants including borrowers, equity investors, production, legal (internal and external) and loan approvers. Collaborate with credit analysts to confirm adequacy of due diligence (DD) for the loan file. Work extensively with Microsoft Excel in financial models as it relates to the underwriting and flow of funds on transactions. Alongside of Credit Analysts, review amendment requests and closing documents to ensure clear to close. Attend training on applicable subjects when available and appropriate for position. Perform other duties as assigned. . Requirements: Minimum of four-years underwriting experience required, ideally within the multifamily real estate industry. Ability to analyze real estate projects for feasibility including developing and modeling construction budgets, operating pro formas, reviewing appraisals and other 3rd party reports, analyzing market factors, completing sponsor analysis as well as identifying and mitigating transaction risks. Strong knowledge of or the desire to learn the nuances of affordable housing, bond and LIHTC transactions. Bachelor's degree in finance, real estate, or related field preferred. Requires critical thinking skills and multitasking. Excellent customer service skills in person and on the phone. Excellent skills in working with Microsoft Word, Excel, and Outlook are a requirement. All employees are expected to contribute to the overall success of the organization by performing requested duties regardless of explicit inclusion in the job description or reasonable relation to an employee's primary role. Additionally, all employees must understand and adhere to all federal and state laws and banking regulations and company policies and procedures applicable to assigned job responsibilities, including compliance as appropriate under the Bank Secrecy Act and Anti-Money Laundering regulations. Additionally, all employees are expected to demonstrate the following Core Competencies: Professionalism - acting with responsibility, integrity and accountability; demonstrating consistent trustworthiness and reliability; always remaining flexible, adaptable and willing to accept coaching; building and managing professionally healthy relationships; deliberately managing career decisions; and continually developing awareness of business-related topics. Communication - understanding various active and passive tools and styles and their effects; and exhibiting appropriate, effective, timely use of tools and styles to connect, collaborate, facilitate teamwork and serve customers. Work Quality - demonstrating an ongoing commitment to compliance, safety and security; executing work with efficiency, a sense of urgency and attention to detail; and displaying organized work practices and a results-oriented mindset. Analytical Ability - navigating work-related circumstances with practical, sound reasoning; and demonstrating creativity in problem solving. Leadership - displaying good judgment and certainty in decision making; taking initiative with job-related demands; demonstrating innovative thinking and sound planning with business practices; managing individual performance toward shared organizational goals; and thinking strategically to set and accomplish goals. Merchants Bancorp and its affiliates and subsidiaries are committed to being equal opportunity employers. All job candidates and incumbents will be assessed based on only criteria relevant to successfully performing the job as defined in this job description and as generally accepted in the job's relevant industries. PI
Summary: Nominates, schedules, and monitors gas transportation, purchases, sales and storage volumes on pipeline and/or LDC systems in order to effectuate gas flow to serve Symmetry customers. Essential Duties/Responsibilities: Nominates and schedules gas transportation on pipeline and/or LDC systems in compliance with contract provisions and the Tariff, timing and procedures. Collects and monitors electronic flow measurement data for company receipt and delivery points each day and adjust nominations in order to minimize imbalances. Monitors weather forecasts and pipeline and/or LDC transportation allocations and makes projections of gas demands and communicates this information to Gas Supply, Utility Sales, Retail Sales, and if required other regional office personnel, requesting their input on gas demand, then makes gas flow or nomination changes as necessary to keep gas supply in balance with market demand. Maintains knowledge of volume commitments contained in gas supply and transportation contracts and nominates supplies to optimize delivered costs within contract limits. Monitors pipeline and/or LDC electronic bulletin boards for critical information including operational restrictions and emergencies and communicates the pertinent information to Gas Supply, Utility Sales, Retail Sales, other regional office personnel, and management. Monitors pipeline electronic bulletin boards for transportation discounts and communicates with pipeline transportation representatives to assure that the Company uses the most cost effective and reliable pipeline transport services. Collaborates with Gas Supply and Sales to determine most economical decisions and provides input into deal valuations/structuring. Has financial acumen required to back up physical trading Helps review and verify gas transportation invoices from pipelines to assure accuracy and resolve discrepancies with pipeline transporters. Creates, updates, and controls contents of gas scheduling and allocation computer files. Verifies system data and audits accuracy of system data. Prepares daily and monthly reports as required indicating gas volumes flowed, transport imbalances and storage balances. Prepares and analyzes reports to manage gas flow activity. Participates in the development of new processes to streamline workflow. Oversees the work of less experienced analysts, directs as necessary and provides training and coaching to ensure maximum operating efficiency. Education: Requires a bachelor's degree from an accredited college or university. In lieu of a degree, will consider a combination of education and related experience in natural gas operations or scheduling totaling four (4) years. Experience in lieu of education is in addition to the Experience requirements. Experience: At least 2 years of experience directly in the scheduling of natural gas Proficiency in Microsoft Excel Working Conditions: Able to work in fast-paced office environment with a high volume workload and frequent, short deadlines that may require more than a 40-hour work week to meet established deadlines including working nights or weekends, as required. Able to participate in on-call activities when required during various weekday evening and/or weekend/holiday hours to assist customers and/or company personnel. Able to work scheduled overtime on a regular basis and unscheduled overtime as workload demands. Able to work in open-concept office environment. Able to travel occasionally, possibly overnight, to pipeline and customer meetings and/or energy industry conferences. Able to work remotely during emergency or critical operating conditions. This job description reflects an assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Other duties and tasks may be assigned to this job at the Company's discretion.
09/22/2021
Full time
Summary: Nominates, schedules, and monitors gas transportation, purchases, sales and storage volumes on pipeline and/or LDC systems in order to effectuate gas flow to serve Symmetry customers. Essential Duties/Responsibilities: Nominates and schedules gas transportation on pipeline and/or LDC systems in compliance with contract provisions and the Tariff, timing and procedures. Collects and monitors electronic flow measurement data for company receipt and delivery points each day and adjust nominations in order to minimize imbalances. Monitors weather forecasts and pipeline and/or LDC transportation allocations and makes projections of gas demands and communicates this information to Gas Supply, Utility Sales, Retail Sales, and if required other regional office personnel, requesting their input on gas demand, then makes gas flow or nomination changes as necessary to keep gas supply in balance with market demand. Maintains knowledge of volume commitments contained in gas supply and transportation contracts and nominates supplies to optimize delivered costs within contract limits. Monitors pipeline and/or LDC electronic bulletin boards for critical information including operational restrictions and emergencies and communicates the pertinent information to Gas Supply, Utility Sales, Retail Sales, other regional office personnel, and management. Monitors pipeline electronic bulletin boards for transportation discounts and communicates with pipeline transportation representatives to assure that the Company uses the most cost effective and reliable pipeline transport services. Collaborates with Gas Supply and Sales to determine most economical decisions and provides input into deal valuations/structuring. Has financial acumen required to back up physical trading Helps review and verify gas transportation invoices from pipelines to assure accuracy and resolve discrepancies with pipeline transporters. Creates, updates, and controls contents of gas scheduling and allocation computer files. Verifies system data and audits accuracy of system data. Prepares daily and monthly reports as required indicating gas volumes flowed, transport imbalances and storage balances. Prepares and analyzes reports to manage gas flow activity. Participates in the development of new processes to streamline workflow. Oversees the work of less experienced analysts, directs as necessary and provides training and coaching to ensure maximum operating efficiency. Education: Requires a bachelor's degree from an accredited college or university. In lieu of a degree, will consider a combination of education and related experience in natural gas operations or scheduling totaling four (4) years. Experience in lieu of education is in addition to the Experience requirements. Experience: At least 2 years of experience directly in the scheduling of natural gas Proficiency in Microsoft Excel Working Conditions: Able to work in fast-paced office environment with a high volume workload and frequent, short deadlines that may require more than a 40-hour work week to meet established deadlines including working nights or weekends, as required. Able to participate in on-call activities when required during various weekday evening and/or weekend/holiday hours to assist customers and/or company personnel. Able to work scheduled overtime on a regular basis and unscheduled overtime as workload demands. Able to work in open-concept office environment. Able to travel occasionally, possibly overnight, to pipeline and customer meetings and/or energy industry conferences. Able to work remotely during emergency or critical operating conditions. This job description reflects an assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Other duties and tasks may be assigned to this job at the Company's discretion.
We are looking for an experienced Financial Analyst who will primarily function as a business partner, responsible for providing budgeting, forecasting, and providing support to research and development teams in all aspects of financial planning and analysis processes. This position reports to the Financial Planning and Analysis Manager and offers an excellent opportunity to be part of the Finance team in a rapidly growing development stage life science company. Specific responsibilities include (but not limited to): In collaboration with the FP&A Manager, prepare annual budgets and periodic forecasts for a growing development stage company with multiple ongoing clinical trials Monitor, research, and report on financial variances against budgets and forecasts to improve operational efficiency Interact and support clinical operations and research teams to track status of multiple clinical trials and research projects Assist with monthly consolidation of financial results and upload to parent company's financial system Assist in monitoring and testing internal controls related to the financial planning processes Assist with ad hoc projects as needed Qualifications BS degree in finance or accounting, with MBA/CPA preferred 2+ years of corporate finance and accounting experience, including experience in financial planning and analysis, preferably in life science or pharmaceutical development industries Intermediate to advanced proficiency in MS Excel, with proven ability to create or manipulate sophisticated spreadsheet models, incorporating use of logic and lookup formulas, as well as pivot-tables; working proficiency with MS Word and PowerPoint Adaptive Insights experience a plus Comfortable working with and manipulating large data sets from multiple different sources Self-starter, independent thinker, and deadline driven; able to effectively operate independently and as part of a team Team-oriented with outstanding integrity, accuracy, and organizational skills Ability to proactively identify and solve problems with strong analytical skills Strong interpersonal, oral, and written communication skills Ability to adapt to a changing work environment is essential Demonstrated high energy and ability to work in a fast-paced environment
09/22/2021
Full time
We are looking for an experienced Financial Analyst who will primarily function as a business partner, responsible for providing budgeting, forecasting, and providing support to research and development teams in all aspects of financial planning and analysis processes. This position reports to the Financial Planning and Analysis Manager and offers an excellent opportunity to be part of the Finance team in a rapidly growing development stage life science company. Specific responsibilities include (but not limited to): In collaboration with the FP&A Manager, prepare annual budgets and periodic forecasts for a growing development stage company with multiple ongoing clinical trials Monitor, research, and report on financial variances against budgets and forecasts to improve operational efficiency Interact and support clinical operations and research teams to track status of multiple clinical trials and research projects Assist with monthly consolidation of financial results and upload to parent company's financial system Assist in monitoring and testing internal controls related to the financial planning processes Assist with ad hoc projects as needed Qualifications BS degree in finance or accounting, with MBA/CPA preferred 2+ years of corporate finance and accounting experience, including experience in financial planning and analysis, preferably in life science or pharmaceutical development industries Intermediate to advanced proficiency in MS Excel, with proven ability to create or manipulate sophisticated spreadsheet models, incorporating use of logic and lookup formulas, as well as pivot-tables; working proficiency with MS Word and PowerPoint Adaptive Insights experience a plus Comfortable working with and manipulating large data sets from multiple different sources Self-starter, independent thinker, and deadline driven; able to effectively operate independently and as part of a team Team-oriented with outstanding integrity, accuracy, and organizational skills Ability to proactively identify and solve problems with strong analytical skills Strong interpersonal, oral, and written communication skills Ability to adapt to a changing work environment is essential Demonstrated high energy and ability to work in a fast-paced environment
Founded in 2000, Tris Pharma, Inc. () is the 3rd largest private specialty pharmaceutical company in the United States . With our intense focus on the application of physical chemistry in biological systems, coupled with the requirements of manufacturing and market demands, we have grown our employee base over 250% in the past three years. Specifically, we are engaged in research, development, and manufacturing of both OTC and Rx branded products and specialty generic products. Our mission is to understand the science driving the delivery of drugs into the human body; develop and bring to market products that add value to our customers and patients and provide a benefit to our company, employees and society at large. To support our continued growth Tris is expanding the Finance team at our Monmouth Junction, NJ facility and has an opening for an experienced Sr Analyst, Pharmaceutical Financial Planning & Analysis At Tris, you are empowered to make an impact in the company. You will work directly with a small Finance department as well as with senior leadership and our C-suite. We are a nimble organization that aspires to make data-driven decisions and put them into action, and you will play a key part in this process. This position plays a leading role with a lean FP&A group by collaborating closely with both the Senior Director, FP&A and the Executive Leadership Team to provide budgeting, forecasting, reporting and ad hoc financial analysis to business unit leadership, functional area leaders and Private Equity Stakeholders in support of both operational responsibilities and strategic business development and the financial decision-making process. RESPONSIBILITIES · Plays key role supporting annual budget and 5-year planning process for the entire company. · Performs budgeting, forecasting, and ad hoc financial/operational analysis related to cost management, working capital management, headcount control and operational performance to support Executive Leadership Team · Performs ad-hoc analysis in support of Business initiatives · Designs and improves complex financial models to support detailed forecasting and planning including full Profit & Loss (P&Ls), Balance Sheets and Cash flow statements · Performs monthly review of results and provides variance analysis of results vs. budget and forecasted expectations · Partners with various levels and groups throughout the organization to provide financial support and insights with an emphasis on Commercial Operations (i.e., Sales, Marketing, Market Access, and Analytics) · Collaborates with the Executive Leadership Team in the annual Budget processes · Supports CFO and Senior Director, FP&A in the preparation of presentations to the Chief Executive Officer (CEO), Private Equity Stakeholders and members of the Executive Leadership Team · Assists with Sales Force Compliance tracking and reporting related to Federal Sunshine Act and State Aggregate Spend requirements · Provides Management with reports and data to effectively and efficiently manage operating expense to stay within budget · Assists with month-end closing activities ensuring the accuracy of P&L and selected balance sheet accounts Requirements Requirements · Bachelors degree in Finance, Accounting or related discipline REQUIRED · Minimum 4 years experience in budgeting and financial analysis REQUIRED · Finance experience in a pharmaceutical or biotechnology environment PREFERRED · Experience working with cross-functional departments/teams REQUIRED · Proficiency with Microsoft Office including advanced Excel with proven experience in building Excel models REQUIRED · Hands-on experience building and analyzing financial models in support and evaluation of a broad spectrum of business development opportunities REQUIRED · Experience supporting Branded Commercial Pharmaceutical departments (i.e., Sales, Marketing, Market Access etc.) PREFERRED Tris Pharma, Inc. offers a highly competitive compensation and benefits package. To build and enhance our diverse workforce, we encourage applications from individuals with disabilities, minorities, veterans, women, LGBTQ, etc. Tris Pharma, Inc. is an Equal Opportunity Employer. #LI-DNI
09/15/2021
Full time
Founded in 2000, Tris Pharma, Inc. () is the 3rd largest private specialty pharmaceutical company in the United States . With our intense focus on the application of physical chemistry in biological systems, coupled with the requirements of manufacturing and market demands, we have grown our employee base over 250% in the past three years. Specifically, we are engaged in research, development, and manufacturing of both OTC and Rx branded products and specialty generic products. Our mission is to understand the science driving the delivery of drugs into the human body; develop and bring to market products that add value to our customers and patients and provide a benefit to our company, employees and society at large. To support our continued growth Tris is expanding the Finance team at our Monmouth Junction, NJ facility and has an opening for an experienced Sr Analyst, Pharmaceutical Financial Planning & Analysis At Tris, you are empowered to make an impact in the company. You will work directly with a small Finance department as well as with senior leadership and our C-suite. We are a nimble organization that aspires to make data-driven decisions and put them into action, and you will play a key part in this process. This position plays a leading role with a lean FP&A group by collaborating closely with both the Senior Director, FP&A and the Executive Leadership Team to provide budgeting, forecasting, reporting and ad hoc financial analysis to business unit leadership, functional area leaders and Private Equity Stakeholders in support of both operational responsibilities and strategic business development and the financial decision-making process. RESPONSIBILITIES · Plays key role supporting annual budget and 5-year planning process for the entire company. · Performs budgeting, forecasting, and ad hoc financial/operational analysis related to cost management, working capital management, headcount control and operational performance to support Executive Leadership Team · Performs ad-hoc analysis in support of Business initiatives · Designs and improves complex financial models to support detailed forecasting and planning including full Profit & Loss (P&Ls), Balance Sheets and Cash flow statements · Performs monthly review of results and provides variance analysis of results vs. budget and forecasted expectations · Partners with various levels and groups throughout the organization to provide financial support and insights with an emphasis on Commercial Operations (i.e., Sales, Marketing, Market Access, and Analytics) · Collaborates with the Executive Leadership Team in the annual Budget processes · Supports CFO and Senior Director, FP&A in the preparation of presentations to the Chief Executive Officer (CEO), Private Equity Stakeholders and members of the Executive Leadership Team · Assists with Sales Force Compliance tracking and reporting related to Federal Sunshine Act and State Aggregate Spend requirements · Provides Management with reports and data to effectively and efficiently manage operating expense to stay within budget · Assists with month-end closing activities ensuring the accuracy of P&L and selected balance sheet accounts Requirements Requirements · Bachelors degree in Finance, Accounting or related discipline REQUIRED · Minimum 4 years experience in budgeting and financial analysis REQUIRED · Finance experience in a pharmaceutical or biotechnology environment PREFERRED · Experience working with cross-functional departments/teams REQUIRED · Proficiency with Microsoft Office including advanced Excel with proven experience in building Excel models REQUIRED · Hands-on experience building and analyzing financial models in support and evaluation of a broad spectrum of business development opportunities REQUIRED · Experience supporting Branded Commercial Pharmaceutical departments (i.e., Sales, Marketing, Market Access etc.) PREFERRED Tris Pharma, Inc. offers a highly competitive compensation and benefits package. To build and enhance our diverse workforce, we encourage applications from individuals with disabilities, minorities, veterans, women, LGBTQ, etc. Tris Pharma, Inc. is an Equal Opportunity Employer. #LI-DNI
