Vaco is seeking a Sr. Financial Analyst in Phoenix, Arizona! What stands out about this role? Making an Impact: Contribute to strategic, high impact projects that shape the organization Company Culture: Be a part of a growing organization with a strong mission and values Competitive Salary and Comprehensive Benefits Package Responsibilities include: Spearhead the forecasting and budgeting process Build and maintain financial models to support planning and strategic decisions Prepare monthly/quarterly reports, including P&L and variance analysis Collaborate with leadership to improve visibility on performance metrics and operational efficiency Requirements: 4+ years of experience in FP&A or Corporate Finance (Required) Bachelors in Finance, Accounting, or a related field (Required) Advanced Excel skills Experience with ERP reporting tools Salary $110-120k To be immediately considered, APPLY NOW! Local candidates to Arizona only! Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. EEO Notice Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact . Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal . By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. Privacy Notice Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies. California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here . Virginia residents may access our state specific policies here . Residents of all other states may access our policies here . Canadian residents may access our policies in English here and in French here . Residents of countries governed by GDPR may access our policies here . Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual's skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
12/07/2025
Full time
Vaco is seeking a Sr. Financial Analyst in Phoenix, Arizona! What stands out about this role? Making an Impact: Contribute to strategic, high impact projects that shape the organization Company Culture: Be a part of a growing organization with a strong mission and values Competitive Salary and Comprehensive Benefits Package Responsibilities include: Spearhead the forecasting and budgeting process Build and maintain financial models to support planning and strategic decisions Prepare monthly/quarterly reports, including P&L and variance analysis Collaborate with leadership to improve visibility on performance metrics and operational efficiency Requirements: 4+ years of experience in FP&A or Corporate Finance (Required) Bachelors in Finance, Accounting, or a related field (Required) Advanced Excel skills Experience with ERP reporting tools Salary $110-120k To be immediately considered, APPLY NOW! Local candidates to Arizona only! Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. EEO Notice Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact . Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal . By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. Privacy Notice Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies. California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here . Virginia residents may access our state specific policies here . Residents of all other states may access our policies here . Canadian residents may access our policies in English here and in French here . Residents of countries governed by GDPR may access our policies here . Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual's skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
Senior Financial Analyst Dallas, TX - 4 days onsite/week Vaco has partnered with a PE-backed distribution client to hire a Senior Analyst to support operational and company-wide long range planning and strategic projects/initiatives. The role will involve heavy Excel, building models from the ground up, dashboarding via Tableau, and working through large data sets to provide actionable analysis for internal customers. This will be on a leaner team that rolls up directly to a fantastic CFO that we have worked with for many years - she is known for building a strong organizational culture and people love working with her. The company has doubled in size via acquisition and there are lots of promotional opportunities to build a career here. Compensation: $105-115K + Bonus Role: Prepare and analyze monthly, quarterly, and annual financial results, identifying key trends and variances. Assist in the development of budgets, forecasts, and long-range financial plans. Build and maintain financial models to support business planning, investment decisions, and scenario analysis. Partner with cross-functional teams (Accounting, Operations, Sales, Marketing, etc.) to provide financial support and insight. Monitor key performance indicators (KPIs) and prepare dashboards and reports for management review. Conduct ad hoc financial analysis to evaluate business opportunities, risks, and performance improvement initiatives. Assist with preparation of board presentations, investor materials, and executive reports. Ensure accuracy, integrity, and timeliness of all financial analyses and reports. Qualifications: Bachelor's degree in Finance, Accounting, Economics, or related field; MBA, CFA, or CPA a plus. 2-4 years of experience in financial analysis, corporate finance, or related roles. Strong financial modeling and analytical skills. Proficiency in Excel and financial analysis tools; experience with BI/reporting tools (e.g., Power BI, Tableau) a plus. Familiarity with ERP systems (e.g., SAP, Oracle NetSuite, Workday) preferred. = Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. EEO Notice Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact . Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal . By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. Privacy Notice Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies. California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here . Virginia residents may access our state specific policies here . Residents of all other states may access our policies here . Canadian residents may access our policies in English here and in French here . Residents of countries governed by GDPR may access our policies here . Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual's skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
12/07/2025
Full time
Senior Financial Analyst Dallas, TX - 4 days onsite/week Vaco has partnered with a PE-backed distribution client to hire a Senior Analyst to support operational and company-wide long range planning and strategic projects/initiatives. The role will involve heavy Excel, building models from the ground up, dashboarding via Tableau, and working through large data sets to provide actionable analysis for internal customers. This will be on a leaner team that rolls up directly to a fantastic CFO that we have worked with for many years - she is known for building a strong organizational culture and people love working with her. The company has doubled in size via acquisition and there are lots of promotional opportunities to build a career here. Compensation: $105-115K + Bonus Role: Prepare and analyze monthly, quarterly, and annual financial results, identifying key trends and variances. Assist in the development of budgets, forecasts, and long-range financial plans. Build and maintain financial models to support business planning, investment decisions, and scenario analysis. Partner with cross-functional teams (Accounting, Operations, Sales, Marketing, etc.) to provide financial support and insight. Monitor key performance indicators (KPIs) and prepare dashboards and reports for management review. Conduct ad hoc financial analysis to evaluate business opportunities, risks, and performance improvement initiatives. Assist with preparation of board presentations, investor materials, and executive reports. Ensure accuracy, integrity, and timeliness of all financial analyses and reports. Qualifications: Bachelor's degree in Finance, Accounting, Economics, or related field; MBA, CFA, or CPA a plus. 2-4 years of experience in financial analysis, corporate finance, or related roles. Strong financial modeling and analytical skills. Proficiency in Excel and financial analysis tools; experience with BI/reporting tools (e.g., Power BI, Tableau) a plus. Familiarity with ERP systems (e.g., SAP, Oracle NetSuite, Workday) preferred. = Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. EEO Notice Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact . Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal . By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. Privacy Notice Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies. California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here . Virginia residents may access our state specific policies here . Residents of all other states may access our policies here . Canadian residents may access our policies in English here and in French here . Residents of countries governed by GDPR may access our policies here . Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual's skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
Senior Financial Analyst $120,000 -$140,000 base salary (depending on experience) Tempe, AZ (hybrid schedule) Vaco has partnered with a respected company in the education space to find their next Senior Financial Analyst. This role is hands on with corporate budgeting, forecasting, and monthly financial planning cycles, while delivering insights to drive strategic decisions. You will develop and maintain KPIs and dashboards, streamline reporting, and partner across teams to support key initiatives and process improvements. If this aligns with your experience, we encourage you to apply. Perks and Opportunities: Immense growth opportunity Flexible, results-driven work environment Competitive and rewarding compensation structure Responsibilities include: Hands on with corporate budgeting, forecasting, and monthly financial planning cycles, including model ownership and scenario analysis. Drive close-related analytics, variance commentary, and performance insights to support senior leadership decisions. Develop and maintain KPIs, dashboards, and reporting tools to measure operational and financial performance. Partner across operations, accounting, and business units to support strategic initiatives and validate financial assumptions. Identify process improvements, enhance financial models, and streamline reporting to improve accuracy and speed of insights. Requirements: Power BI and advanced Excel experience required Education industry experience preferred BS in finance or related field required Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. EEO Notice Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact . Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal . By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. Privacy Notice Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies. California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here . Virginia residents may access our state specific policies here . Residents of all other states may access our policies here . Canadian residents may access our policies in English here and in French here . Residents of countries governed by GDPR may access our policies here . Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual's skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
12/07/2025
Full time
Senior Financial Analyst $120,000 -$140,000 base salary (depending on experience) Tempe, AZ (hybrid schedule) Vaco has partnered with a respected company in the education space to find their next Senior Financial Analyst. This role is hands on with corporate budgeting, forecasting, and monthly financial planning cycles, while delivering insights to drive strategic decisions. You will develop and maintain KPIs and dashboards, streamline reporting, and partner across teams to support key initiatives and process improvements. If this aligns with your experience, we encourage you to apply. Perks and Opportunities: Immense growth opportunity Flexible, results-driven work environment Competitive and rewarding compensation structure Responsibilities include: Hands on with corporate budgeting, forecasting, and monthly financial planning cycles, including model ownership and scenario analysis. Drive close-related analytics, variance commentary, and performance insights to support senior leadership decisions. Develop and maintain KPIs, dashboards, and reporting tools to measure operational and financial performance. Partner across operations, accounting, and business units to support strategic initiatives and validate financial assumptions. Identify process improvements, enhance financial models, and streamline reporting to improve accuracy and speed of insights. Requirements: Power BI and advanced Excel experience required Education industry experience preferred BS in finance or related field required Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. EEO Notice Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact . Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal . By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. Privacy Notice Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies. California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here . Virginia residents may access our state specific policies here . Residents of all other states may access our policies here . Canadian residents may access our policies in English here and in French here . Residents of countries governed by GDPR may access our policies here . Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual's skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
Our client is seeking a detail-oriented and analytical Financial Reporting Analyst with a Business Intelligence (BI) and Accounting background, combined with a solid foundation in accounting principles. This role will bridge the gap between finance and technology, ensuring the delivery of accurate, insightful, and timely financial reports to support decision-making across the organization. Key Responsibilities Develop, maintain, and optimize BI and BO dashboards, reports, and data models for financial reporting. Experience in accounting, close and general data flow. Partner with Finance, Accounting, and Business Operations teams to understand reporting needs and translate them into actionable BI/BO solutions. Prepare, analyze, and present monthly, quarterly, and annual financial reports to management. Ensure data accuracy and consistency across reporting systems by reconciling BI/BO data with accounting records. Support budgeting, forecasting, and variance analysis processes. Identify process improvement opportunities taking manual processes and automating the financial data gathering, reporting, and visualization. Assist in the integration of new data sources and tools to enhance financial reporting capabilities. Maintain compliance with internal controls, corporate policies, and relevant accounting standards. Qualifications & Skills Bachelor's degree 4+ years of experience in financial reporting and accounting Strong proficiency in ERP's, HFM, Power BI, or similar reporting tools. Advanced Excel skills; experience with ERP systems is a must. Analytical mindset with excellent problem-solving skills. Strong communication skills and ability to work cross-functionally in a global environment. Detail-oriented, organized, and able to manage multiple priorities in a fast-paced setting. What's in It for You Growth track within a dynamic, international organization. The stability of working for a long-established, global leader in their industry. A collaborative environment that values innovation and professional development. Competitive salary and benefits package. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. EEO Notice Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact . Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal . By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. Privacy Notice Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies. California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here . Virginia residents may access our state specific policies here . Residents of all other states may access our policies here . Canadian residents may access our policies in English here and in French here . Residents of countries governed by GDPR may access our policies here . Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual's skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
12/07/2025
Full time
Our client is seeking a detail-oriented and analytical Financial Reporting Analyst with a Business Intelligence (BI) and Accounting background, combined with a solid foundation in accounting principles. This role will bridge the gap between finance and technology, ensuring the delivery of accurate, insightful, and timely financial reports to support decision-making across the organization. Key Responsibilities Develop, maintain, and optimize BI and BO dashboards, reports, and data models for financial reporting. Experience in accounting, close and general data flow. Partner with Finance, Accounting, and Business Operations teams to understand reporting needs and translate them into actionable BI/BO solutions. Prepare, analyze, and present monthly, quarterly, and annual financial reports to management. Ensure data accuracy and consistency across reporting systems by reconciling BI/BO data with accounting records. Support budgeting, forecasting, and variance analysis processes. Identify process improvement opportunities taking manual processes and automating the financial data gathering, reporting, and visualization. Assist in the integration of new data sources and tools to enhance financial reporting capabilities. Maintain compliance with internal controls, corporate policies, and relevant accounting standards. Qualifications & Skills Bachelor's degree 4+ years of experience in financial reporting and accounting Strong proficiency in ERP's, HFM, Power BI, or similar reporting tools. Advanced Excel skills; experience with ERP systems is a must. Analytical mindset with excellent problem-solving skills. Strong communication skills and ability to work cross-functionally in a global environment. Detail-oriented, organized, and able to manage multiple priorities in a fast-paced setting. What's in It for You Growth track within a dynamic, international organization. The stability of working for a long-established, global leader in their industry. A collaborative environment that values innovation and professional development. Competitive salary and benefits package. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. EEO Notice Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact . Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal . By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. Privacy Notice Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies. California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here . Virginia residents may access our state specific policies here . Residents of all other states may access our policies here . Canadian residents may access our policies in English here and in French here . Residents of countries governed by GDPR may access our policies here . Pay Transparency Notice Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual's skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
POSITION IS HYBRID IN HUNTSVILLE, AL Job Summary The Senior Contracts Manager is responsible for strategic oversight and operational managementof all government contracts throughout their lifecycle - from capture and proposal development to negotiation, administration, and closeout ensuring all contracts are managed in strict compliance with FAR, DFARS, and related federal acquisition policies, while driving strategies that balance risk mitigation, profitability, and compliance.This role partners closely with Program Management, Finance, Business Development, and Legal to support pre-award and post-award activities, including contract negotiation, risk assessment, and execution.The position requires a seasoned contracts leaderwith deep GovCon expertise,proven negotiation success,and the ability to integrate contracting strategywith finance, legal, and business development functions and will play a pivotal role in shaping contracting policy, ensuring cost-effective execution, and supporting the company's growth from small or mid-tier contractor status into a competitive unrestricted prime. As with any position, additional expectations exist. Some of these include, but are not limited to, adhering to normal working hours, meeting deadlines, following company policies as outlined by the Employee Handbook, communicating regularly with assigned supervisor(s), staying focused on assigned tasks, and completing other tasks as assigned. Responsibilities Serve as the primary point of contact for all contract administration activities, including new awards, modifications, extensions, and closeouts Review, analyze, and interpret contract terms and conditions to ensure compliance with company policies and government regulations Support proposal and capture teams in developing compliant contract responses, pricing structures, and risk assessments Lead contract negotiations with customers, subcontractors, and teaming partners Coordinate with Legal and Finance to ensure alignment between contract obligations, billing, and financial reporting Prepare and maintain contractual documents, including NDAs, Teaming Agreements, Subcontracts, and Task Orders Ensure timely submission of deliverables, contract reports, and modifications Advise program teams on contract interpretation, risk mitigation, and change management Conduct internal audits to monitor compliance and identify areas for improvement Serve as an internal subject matter expert on FAR/DFARS, SBA regulations, and organizational policies related to procurement and contracting Mentor junior contract staff and assist in developing scalable contract management procedures Strategic Objectives Strengthen Compliance and Governance:Build a contracting framework that ensures 100% compliance with FAR/DFARS and internal policies Mitigate Risk Proactively:Identify, quantify, and manage contractual and regulatory risks at every stage of the contract lifecycle Enhance Negotiation Outcomes:Achieve favorable pricing, terms, and conditions through strategic negotiation and stakeholder alignment Optimize Proposal-to-Award Efficiency:Streamline capture, proposal, and contract award processes to improve competitiveness and win rates Develop Talent and Systems:Build a high-performing contracts team supported by modern tools, templates, and training for sustained operational excellence 1. Strategic Leadership Define and execute the overall contracting strategyin alignment with corporate goals and risk appetite Serve as a senior advisor to the CEO, CFO, and COOon contractual and regulatory issues Drive standardization and continuous improvement of contract policies and tools Represent the organization in high-stakes negotiations and compliance reviews 2. Team Management and Development Lead and mentor a team of contracts managers, administrators, and analysts Implement career development and certification pathways (CPCM, CFCM) Establish a collaborative, accountable, and compliance-driven team culture 3. Compliance and Risk Management Ensure adherence to FAR, DFARS, SBA, ITAR and agency-specific supplements Review contracts for legal, financial, and performance risks and develop mitigation plans Lead internal audits and external compliance responses with DCAA, DCMA, or agency inspectors Maintain up-to-date knowledge of regulatory changes and train staff accordingly 4. Contract Negotiations and Pricing Lead negotiations for multi-year, multi-million-dollar contracts and subcontracts Partner with finance, capture, and legal teams to define terms, conditions, and pricing models Ensure cost proposals are fully compliant and defensible in audits and negotiations Maintain positive relationships with Contracting Officers and government stakeholders 5. Proposal and Capture Support Oversee proposal strategy and ensure compliant, compelling submissions Review RFIs, RFPs, and amendments to identify requirements, risks, and opportunities Provide contractual input during capture planning and pricing reviews Ensure timely and accurate preparation of contract modifications and renewals 6. Contract Administration Manage the full contract lifecycle:award, execution, modifications, and closeout Track deliverables, funding, and performance obligations Maintain a centralized, audit-ready contract repository and document control system Coordinate with finance for invoicing, funding status, and billing accuracy 7. Stakeholder and Client Relations Serve as the primary interface for contract matters with executives, legal counsel, auditors, and government representatives Ensure cross-functional coordination between Contracts, Operations, and Program Management Support small business subcontracting compliance and reporting Basic Qualifications Active Secret Clearance Bachelor's degree in Business, Law, or related field 15+ years in government contracting, with 7+ years in leadership or management roles Comprehensive understanding of FAR, DFARS, ITAR, SBA and other federal acquisition regulations Strong leadership, negotiation, risk management and analytical skills with attention to contractual detail Demonstrated ability to manage multiple contracts and priorities in a fast-paced environment Excellent communication and interpersonal skills, with the ability to interface effectively at all organizational levels Proficiency in Microsoft Office Suite and familiarity with contract management systems If applicable: If you are or have been recently employed by the U.S. government, a post-employment ethics letter will be required if employment with VSolvit is offered Preferred Qualifications Master's degree in Business, Law, Contract Management, or related discipline NCMA certification (CPCM, CFCM, or NCMA) Experience with cost-plus, fixed-price, and T&M contract types Experience supporting Navy, Marine Corps, or other DoD customers Prior experience with JAMIS, Deltek, or similar ERP systems Company Summary Join the VSolvit Team! Founded in 2006, VSolvit (pronounced 'We Solve It') is a technology services provider that specializes in cybersecurity, cloud computing, geographic information systems (GIS), business intelligence (BI) systems, data warehousing, engineering services, and custom database and application development. VSolvit is an award winning WOSB, CA CDB, MBE, WBE, and CMMI Level 3 certified company. We offer a customizable health benefits program that best meets the needs of its employees. Offering may include: medical, dental, and vision insurance, life insurance, long and short-term disability and other insurance products, Health Savings Account, Flexible Spending Account, 401K Retirement Plan options, Tuition Reimbursement, and assorted voluntary benefits. Our goal is to grow together and enjoy the work that we do as a team. VSolvit LLC is an Equal Opportunity/Affirmative Action employer and will consider all qualified applicants for employment without regard to race, color, religion, sex, national origin, protected veteran status, or disability status.
12/07/2025
Full time
POSITION IS HYBRID IN HUNTSVILLE, AL Job Summary The Senior Contracts Manager is responsible for strategic oversight and operational managementof all government contracts throughout their lifecycle - from capture and proposal development to negotiation, administration, and closeout ensuring all contracts are managed in strict compliance with FAR, DFARS, and related federal acquisition policies, while driving strategies that balance risk mitigation, profitability, and compliance.This role partners closely with Program Management, Finance, Business Development, and Legal to support pre-award and post-award activities, including contract negotiation, risk assessment, and execution.The position requires a seasoned contracts leaderwith deep GovCon expertise,proven negotiation success,and the ability to integrate contracting strategywith finance, legal, and business development functions and will play a pivotal role in shaping contracting policy, ensuring cost-effective execution, and supporting the company's growth from small or mid-tier contractor status into a competitive unrestricted prime. As with any position, additional expectations exist. Some of these include, but are not limited to, adhering to normal working hours, meeting deadlines, following company policies as outlined by the Employee Handbook, communicating regularly with assigned supervisor(s), staying focused on assigned tasks, and completing other tasks as assigned. Responsibilities Serve as the primary point of contact for all contract administration activities, including new awards, modifications, extensions, and closeouts Review, analyze, and interpret contract terms and conditions to ensure compliance with company policies and government regulations Support proposal and capture teams in developing compliant contract responses, pricing structures, and risk assessments Lead contract negotiations with customers, subcontractors, and teaming partners Coordinate with Legal and Finance to ensure alignment between contract obligations, billing, and financial reporting Prepare and maintain contractual documents, including NDAs, Teaming Agreements, Subcontracts, and Task Orders Ensure timely submission of deliverables, contract reports, and modifications Advise program teams on contract interpretation, risk mitigation, and change management Conduct internal audits to monitor compliance and identify areas for improvement Serve as an internal subject matter expert on FAR/DFARS, SBA regulations, and organizational policies related to procurement and contracting Mentor junior contract staff and assist in developing scalable contract management procedures Strategic Objectives Strengthen Compliance and Governance:Build a contracting framework that ensures 100% compliance with FAR/DFARS and internal policies Mitigate Risk Proactively:Identify, quantify, and manage contractual and regulatory risks at every stage of the contract lifecycle Enhance Negotiation Outcomes:Achieve favorable pricing, terms, and conditions through strategic negotiation and stakeholder alignment Optimize Proposal-to-Award Efficiency:Streamline capture, proposal, and contract award processes to improve competitiveness and win rates Develop Talent and Systems:Build a high-performing contracts team supported by modern tools, templates, and training for sustained operational excellence 1. Strategic Leadership Define and execute the overall contracting strategyin alignment with corporate goals and risk appetite Serve as a senior advisor to the CEO, CFO, and COOon contractual and regulatory issues Drive standardization and continuous improvement of contract policies and tools Represent the organization in high-stakes negotiations and compliance reviews 2. Team Management and Development Lead and mentor a team of contracts managers, administrators, and analysts Implement career development and certification pathways (CPCM, CFCM) Establish a collaborative, accountable, and compliance-driven team culture 3. Compliance and Risk Management Ensure adherence to FAR, DFARS, SBA, ITAR and agency-specific supplements Review contracts for legal, financial, and performance risks and develop mitigation plans Lead internal audits and external compliance responses with DCAA, DCMA, or agency inspectors Maintain up-to-date knowledge of regulatory changes and train staff accordingly 4. Contract Negotiations and Pricing Lead negotiations for multi-year, multi-million-dollar contracts and subcontracts Partner with finance, capture, and legal teams to define terms, conditions, and pricing models Ensure cost proposals are fully compliant and defensible in audits and negotiations Maintain positive relationships with Contracting Officers and government stakeholders 5. Proposal and Capture Support Oversee proposal strategy and ensure compliant, compelling submissions Review RFIs, RFPs, and amendments to identify requirements, risks, and opportunities Provide contractual input during capture planning and pricing reviews Ensure timely and accurate preparation of contract modifications and renewals 6. Contract Administration Manage the full contract lifecycle:award, execution, modifications, and closeout Track deliverables, funding, and performance obligations Maintain a centralized, audit-ready contract repository and document control system Coordinate with finance for invoicing, funding status, and billing accuracy 7. Stakeholder and Client Relations Serve as the primary interface for contract matters with executives, legal counsel, auditors, and government representatives Ensure cross-functional coordination between Contracts, Operations, and Program Management Support small business subcontracting compliance and reporting Basic Qualifications Active Secret Clearance Bachelor's degree in Business, Law, or related field 15+ years in government contracting, with 7+ years in leadership or management roles Comprehensive understanding of FAR, DFARS, ITAR, SBA and other federal acquisition regulations Strong leadership, negotiation, risk management and analytical skills with attention to contractual detail Demonstrated ability to manage multiple contracts and priorities in a fast-paced environment Excellent communication and interpersonal skills, with the ability to interface effectively at all organizational levels Proficiency in Microsoft Office Suite and familiarity with contract management systems If applicable: If you are or have been recently employed by the U.S. government, a post-employment ethics letter will be required if employment with VSolvit is offered Preferred Qualifications Master's degree in Business, Law, Contract Management, or related discipline NCMA certification (CPCM, CFCM, or NCMA) Experience with cost-plus, fixed-price, and T&M contract types Experience supporting Navy, Marine Corps, or other DoD customers Prior experience with JAMIS, Deltek, or similar ERP systems Company Summary Join the VSolvit Team! Founded in 2006, VSolvit (pronounced 'We Solve It') is a technology services provider that specializes in cybersecurity, cloud computing, geographic information systems (GIS), business intelligence (BI) systems, data warehousing, engineering services, and custom database and application development. VSolvit is an award winning WOSB, CA CDB, MBE, WBE, and CMMI Level 3 certified company. We offer a customizable health benefits program that best meets the needs of its employees. Offering may include: medical, dental, and vision insurance, life insurance, long and short-term disability and other insurance products, Health Savings Account, Flexible Spending Account, 401K Retirement Plan options, Tuition Reimbursement, and assorted voluntary benefits. Our goal is to grow together and enjoy the work that we do as a team. VSolvit LLC is an Equal Opportunity/Affirmative Action employer and will consider all qualified applicants for employment without regard to race, color, religion, sex, national origin, protected veteran status, or disability status.
Position Summary: The Senior IT Epic Analyst for Revenue Cycle Reporting plays a key role in supporting the organization's financial and operational goals through the development, optimization, and maintenance of Epic revenue cycle reporting solutions. This individual will serve as a subject matter expert in Epic reporting tools, collaborating with revenue cycle, finance, and IT stakeholders to deliver accurate, actionable insights. The Sr. Analyst ensures reporting solutions aligning with business requirements, regulatory standards, and organizational strategy, while mentoring junior analysts and leading complex projects. Key Responsibilities: Lead the design, development, testing, and deployment of Epic-based revenue cycle reports and dashboards (Clarity, Caboodle, Reporting Workbench, Radar, SlicerDicer). Partner with revenue cycle, finance, and operational leaders to understand reporting needs and deliver insights that support billing, collections, coding, compliance, and reimbursement. Ensure accuracy, timeliness, and data integrity across all reports and analytics solutions. Translate business requirements into technical specifications and develop reporting solutions to improve revenue cycle efficiency and outcomes. Maintain Epic certifications relevant to Revenue Cycle and Reporting; stay up to date on system upgrades and new functionality. Provide advanced troubleshooting and root cause analysis for reporting issues. Support ad hoc data requests, performance metrics, and regulatory/compliance reporting needs. Lead or participate in projects involving revenue cycle optimization, process improvement, and system enhancement. Mentor and provide guidance to junior analysts in reporting tools, data interpretation, and best practices. Collaborate with IT, finance, compliance, and clinical teams to ensure cross-functional alignment on reporting standards and governance. Qualifications: Bachelor's degree in information systems, Computer Science, Healthcare Administration, Finance, or related field (master's preferred). 5+ years of Epic reporting experience with emphasis on revenue cycle modules. Strong SQL development skills and experience with data warehouses and BI tools. Deep understanding of healthcare revenue cycle workflows, KPIs, and regulatory requirements. Experience leading projects, gathering requirements, and working directly with stakeholders at all organizational levels. Strong analytical, problem-solving, and communication skills. Ability to work independently while managing multiple priorities in a fast-paced environment. Epic Certifications - Required : Epic Clarity Data Model - Revenue Cycle (e.g., Resolute Professional Billing, Resolute Hospital Billing, Tapestry, Cadence) Epic Clarity (Advanced) Epic Caboodle Epic Reporting Workbench Epic Cogito Preferred Skills: Experience with visualization tools (Tableau, Power BI, Qlik). Prior experience mentoring or leading other analysts Familiarity with healthcare financial reporting, payer reimbursement models, and compliance reporting. The posted pay range is Boston Children's reasonable and good-faith expectation for this pay at the time of posting. Any base pay offer provided depends on skills, experience, education, certifications, and a variety of other job-related factors. Base pay is one part of a comprehensive benefits package that includes flexible schedules, affordable health, vision and dental insurance, child care and student loan subsidies, generous levels of time off, 403(b) Retirement Savings plan, Pension, Tuition and certain License and Certification Reimbursement, cell phone plan discounts and discounted rates on T-passes. Experience the benefits of passion and teamwork.
12/07/2025
Full time
Position Summary: The Senior IT Epic Analyst for Revenue Cycle Reporting plays a key role in supporting the organization's financial and operational goals through the development, optimization, and maintenance of Epic revenue cycle reporting solutions. This individual will serve as a subject matter expert in Epic reporting tools, collaborating with revenue cycle, finance, and IT stakeholders to deliver accurate, actionable insights. The Sr. Analyst ensures reporting solutions aligning with business requirements, regulatory standards, and organizational strategy, while mentoring junior analysts and leading complex projects. Key Responsibilities: Lead the design, development, testing, and deployment of Epic-based revenue cycle reports and dashboards (Clarity, Caboodle, Reporting Workbench, Radar, SlicerDicer). Partner with revenue cycle, finance, and operational leaders to understand reporting needs and deliver insights that support billing, collections, coding, compliance, and reimbursement. Ensure accuracy, timeliness, and data integrity across all reports and analytics solutions. Translate business requirements into technical specifications and develop reporting solutions to improve revenue cycle efficiency and outcomes. Maintain Epic certifications relevant to Revenue Cycle and Reporting; stay up to date on system upgrades and new functionality. Provide advanced troubleshooting and root cause analysis for reporting issues. Support ad hoc data requests, performance metrics, and regulatory/compliance reporting needs. Lead or participate in projects involving revenue cycle optimization, process improvement, and system enhancement. Mentor and provide guidance to junior analysts in reporting tools, data interpretation, and best practices. Collaborate with IT, finance, compliance, and clinical teams to ensure cross-functional alignment on reporting standards and governance. Qualifications: Bachelor's degree in information systems, Computer Science, Healthcare Administration, Finance, or related field (master's preferred). 5+ years of Epic reporting experience with emphasis on revenue cycle modules. Strong SQL development skills and experience with data warehouses and BI tools. Deep understanding of healthcare revenue cycle workflows, KPIs, and regulatory requirements. Experience leading projects, gathering requirements, and working directly with stakeholders at all organizational levels. Strong analytical, problem-solving, and communication skills. Ability to work independently while managing multiple priorities in a fast-paced environment. Epic Certifications - Required : Epic Clarity Data Model - Revenue Cycle (e.g., Resolute Professional Billing, Resolute Hospital Billing, Tapestry, Cadence) Epic Clarity (Advanced) Epic Caboodle Epic Reporting Workbench Epic Cogito Preferred Skills: Experience with visualization tools (Tableau, Power BI, Qlik). Prior experience mentoring or leading other analysts Familiarity with healthcare financial reporting, payer reimbursement models, and compliance reporting. The posted pay range is Boston Children's reasonable and good-faith expectation for this pay at the time of posting. Any base pay offer provided depends on skills, experience, education, certifications, and a variety of other job-related factors. Base pay is one part of a comprehensive benefits package that includes flexible schedules, affordable health, vision and dental insurance, child care and student loan subsidies, generous levels of time off, 403(b) Retirement Savings plan, Pension, Tuition and certain License and Certification Reimbursement, cell phone plan discounts and discounted rates on T-passes. Experience the benefits of passion and teamwork.
Job Description: The Role As SVP, Alternative Investments: Private Markets, you will provide strategic leadership for the Private Markets Alternatives team within Fidelity Fund and Investment Operations (FFIO), Fidelity's asset servicing division. This role is instrumental in supporting the end-to-end operational and platform needs of Fidelity's growing Alternative Investments business, as part of the FFIO senior leadership team. The ideal candidate will possess in-depth knowledge of private markets, including private credit, private equity, and real assets. Responsibilities include setting strategic direction, leading day-to-day management of the Private Markets team, driving process improvements, proactively managing risk, and fostering cross-organizational education around private markets. The SVP will be a solution-oriented, trusted leader committed to advancing FFIO and Fidelity through business partnership, platform modernization, talent development, and stewardship. The Expertise and Skills You Bring Bachelor's degree required; MBA or other advanced degree preferred 15+ years broad financial services operations experience 15+ years operations leadership experience with increasing responsibility 15+ years investment product experience with mutual funds, ETFs, ERISA, alternatives, and other institutional products An in depth knowledge of Alternative Markets (Private Credit, Private Equity and/or Real Assets) and the end-to-end investment process of such products Experience in leading or exposure to Investment Operations (Trade Operations, Corporate Actions, Cash Management, Fund Accounting, Financial Reporting/Regulatory Filings, Recon) and product oversight experience required Design, drive and execute a program of transformation that incorporates day-to-day operations and corresponding technology platform development/optimization Ability to take initiative, negotiate effectively, manage competing priorities, and motivate teams Build positive relationships at senior levels and gains trust and respect of peers and business partners to effectively negotiate sophisticated solutions across a variety of investment products The Team As part of the FFIO Leadership team, this role reports directly to the head of Fidelity Fund and Investment Operations. We have a steadfast dedication to supporting our business partners, and we are passionate about driving innovation in everything we do. The role will work closely with the head of FFIO, the FFIO Senior Leadership Team, and will provide direct staff management at the Vice President level with extended staff ranging from analyst through director. The collective team spans multiple locations, including Boston, MA, Merrimack, NH, and Westlake, TX, as well as global presence in Ireland, Hong Kong, and India. The base salary range for this position is $185,000-$400,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Investment Operations
12/06/2025
Full time
Job Description: The Role As SVP, Alternative Investments: Private Markets, you will provide strategic leadership for the Private Markets Alternatives team within Fidelity Fund and Investment Operations (FFIO), Fidelity's asset servicing division. This role is instrumental in supporting the end-to-end operational and platform needs of Fidelity's growing Alternative Investments business, as part of the FFIO senior leadership team. The ideal candidate will possess in-depth knowledge of private markets, including private credit, private equity, and real assets. Responsibilities include setting strategic direction, leading day-to-day management of the Private Markets team, driving process improvements, proactively managing risk, and fostering cross-organizational education around private markets. The SVP will be a solution-oriented, trusted leader committed to advancing FFIO and Fidelity through business partnership, platform modernization, talent development, and stewardship. The Expertise and Skills You Bring Bachelor's degree required; MBA or other advanced degree preferred 15+ years broad financial services operations experience 15+ years operations leadership experience with increasing responsibility 15+ years investment product experience with mutual funds, ETFs, ERISA, alternatives, and other institutional products An in depth knowledge of Alternative Markets (Private Credit, Private Equity and/or Real Assets) and the end-to-end investment process of such products Experience in leading or exposure to Investment Operations (Trade Operations, Corporate Actions, Cash Management, Fund Accounting, Financial Reporting/Regulatory Filings, Recon) and product oversight experience required Design, drive and execute a program of transformation that incorporates day-to-day operations and corresponding technology platform development/optimization Ability to take initiative, negotiate effectively, manage competing priorities, and motivate teams Build positive relationships at senior levels and gains trust and respect of peers and business partners to effectively negotiate sophisticated solutions across a variety of investment products The Team As part of the FFIO Leadership team, this role reports directly to the head of Fidelity Fund and Investment Operations. We have a steadfast dedication to supporting our business partners, and we are passionate about driving innovation in everything we do. The role will work closely with the head of FFIO, the FFIO Senior Leadership Team, and will provide direct staff management at the Vice President level with extended staff ranging from analyst through director. The collective team spans multiple locations, including Boston, MA, Merrimack, NH, and Westlake, TX, as well as global presence in Ireland, Hong Kong, and India. The base salary range for this position is $185,000-$400,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Investment Operations
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. Serves as a direct representative of the business on an agile team. Attains, understands, and communicates business vision and needs in order to write and refine user stories/features/epics, prioritize work, and provide guidance to technical teams across programs/portfolios. Uses critical thinking, problem solving, and Agile principles to partner with business owners, subject matter experts, and the development team to build effective solutions. Possesses an expert knowledge and understanding of and ability to work within multiple delivery methodologies, including Agile and other approaches, to deliver business value. What you'll do: Works with business and Subject Matter Experts to understand business strategy and vision and then writes, refines, accepts and prioritizes stories, features or epics to support effective and compliant solutions while balancing investment and business value. Owns and maintains a prioritized work backlog for a single or multiple Agile teams or program. Product backlog includes complete user stories or features with acceptance criteria so that they are consumable and testable by the Agile team or program. Reviews and accepts output of I/T and/or business development to ensure specified acceptance criteria have been completed. Serves as a knowledgeable collaborator across multiple business or system domains; is encouraged to lead development across multiple teams at the program and Epic level. Serves as direct representative of the business with one or more delivery teams throughout the product delivery cycle. Participates in a cross-functional team of user experience partners, designers, business analysts, developers, testers and others to develop, execute, solution and release in alignment with program, portfolio or product road maps. Partners with sponsors, stakeholders, and IT to facilitate, define and detail relevant business processes, gaining an expert understanding of the needs, measures, and risks & controls for the improvement area. Participates with portfolio, program and project level plans related to schedule, scope and resources. Prepares the business for the change and provides tactics and metrics for benefits, adoption, and risk. Leverages existing change management routines, as needed. Applies expert knowledge in the business development/execution discipline, regularly seeking out opportunities to enhance, improve and advance the function. Coaches and mentors less experienced Product Owners, including Seniors. Demonstrates expert knowledge in multiple business or system domains and capable of leading development across multiple teams at the program level. Identifies engages, influences and leads business stakeholders and Subject Matter Experts across programs. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (12 years of related experience in lieu of degree). 8 years of experience in process improvement, project delivery, business/requirements analysis or directly related to supported business operations/product line. Expert knowledge of Microsoft Office products, applicable databases and product management tools. Expert knowledge of multiple technical software delivery methodologies (i.e., Agile, Waterfall, SAFe) with a proven track record in using these skills to develop and manage products through the entire product life cycle. Expert experience in analyzing business requirements, process flows and use cases to identify opportunities to streamline business processes in accordance with risk management framework and regulatory requirements. Expert understanding and demonstrated use of Process Engineering methodologies and Change Management practices to translate business requirements into functional specifications. Expert ability to independently work to gather business requirements, process flows and use cases to develop and deliver on business capabilities within the approved methodology, writing user stories, and following the development process through user story acceptance. Advanced experience in analyzing and translating business requirements and the ability to identify opportunities to streamline business processes in accordance with risk management framework and regulatory requirements. What sets you apart: Guidewire Claim Center Experience. Extensive experience leading teams delivering complex solutions with minimal supervision. Experience with Adobe Site Catalyst, GlassBox, Tableau, and/or other tools for measuring solution success. Demonstrated experience leading, teaching, and mentoring others. Experience evaluating technology opportunities/solutions and developing technology product strategy, plans, and roadmaps. Demonstrated ability to work independently and collaborate across lines of business to achieve a common goal. Demonstrated ability to deliver executive-level communication (PowerPoint, Email Presentations). Knowledge of operational risk management practices. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: The salary range for this position is: $114,080 - $205,340. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
12/06/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. Serves as a direct representative of the business on an agile team. Attains, understands, and communicates business vision and needs in order to write and refine user stories/features/epics, prioritize work, and provide guidance to technical teams across programs/portfolios. Uses critical thinking, problem solving, and Agile principles to partner with business owners, subject matter experts, and the development team to build effective solutions. Possesses an expert knowledge and understanding of and ability to work within multiple delivery methodologies, including Agile and other approaches, to deliver business value. What you'll do: Works with business and Subject Matter Experts to understand business strategy and vision and then writes, refines, accepts and prioritizes stories, features or epics to support effective and compliant solutions while balancing investment and business value. Owns and maintains a prioritized work backlog for a single or multiple Agile teams or program. Product backlog includes complete user stories or features with acceptance criteria so that they are consumable and testable by the Agile team or program. Reviews and accepts output of I/T and/or business development to ensure specified acceptance criteria have been completed. Serves as a knowledgeable collaborator across multiple business or system domains; is encouraged to lead development across multiple teams at the program and Epic level. Serves as direct representative of the business with one or more delivery teams throughout the product delivery cycle. Participates in a cross-functional team of user experience partners, designers, business analysts, developers, testers and others to develop, execute, solution and release in alignment with program, portfolio or product road maps. Partners with sponsors, stakeholders, and IT to facilitate, define and detail relevant business processes, gaining an expert understanding of the needs, measures, and risks & controls for the improvement area. Participates with portfolio, program and project level plans related to schedule, scope and resources. Prepares the business for the change and provides tactics and metrics for benefits, adoption, and risk. Leverages existing change management routines, as needed. Applies expert knowledge in the business development/execution discipline, regularly seeking out opportunities to enhance, improve and advance the function. Coaches and mentors less experienced Product Owners, including Seniors. Demonstrates expert knowledge in multiple business or system domains and capable of leading development across multiple teams at the program level. Identifies engages, influences and leads business stakeholders and Subject Matter Experts across programs. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (12 years of related experience in lieu of degree). 8 years of experience in process improvement, project delivery, business/requirements analysis or directly related to supported business operations/product line. Expert knowledge of Microsoft Office products, applicable databases and product management tools. Expert knowledge of multiple technical software delivery methodologies (i.e., Agile, Waterfall, SAFe) with a proven track record in using these skills to develop and manage products through the entire product life cycle. Expert experience in analyzing business requirements, process flows and use cases to identify opportunities to streamline business processes in accordance with risk management framework and regulatory requirements. Expert understanding and demonstrated use of Process Engineering methodologies and Change Management practices to translate business requirements into functional specifications. Expert ability to independently work to gather business requirements, process flows and use cases to develop and deliver on business capabilities within the approved methodology, writing user stories, and following the development process through user story acceptance. Advanced experience in analyzing and translating business requirements and the ability to identify opportunities to streamline business processes in accordance with risk management framework and regulatory requirements. What sets you apart: Guidewire Claim Center Experience. Extensive experience leading teams delivering complex solutions with minimal supervision. Experience with Adobe Site Catalyst, GlassBox, Tableau, and/or other tools for measuring solution success. Demonstrated experience leading, teaching, and mentoring others. Experience evaluating technology opportunities/solutions and developing technology product strategy, plans, and roadmaps. Demonstrated ability to work independently and collaborate across lines of business to achieve a common goal. Demonstrated ability to deliver executive-level communication (PowerPoint, Email Presentations). Knowledge of operational risk management practices. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: The salary range for this position is: $114,080 - $205,340. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. Serves as a direct representative of the business on an agile team. Attains, understands, and communicates business vision and needs in order to write and refine user stories/features/epics, prioritize work, and provide guidance to technical teams across programs/portfolios. Uses critical thinking, problem solving, and Agile principles to partner with business owners, subject matter experts, and the development team to build effective solutions. Possesses an expert knowledge and understanding of and ability to work within multiple delivery methodologies, including Agile and other approaches, to deliver business value. What you'll do: Works with business and Subject Matter Experts to understand business strategy and vision and then writes, refines, accepts and prioritizes stories, features or epics to support effective and compliant solutions while balancing investment and business value. Owns and maintains a prioritized work backlog for a single or multiple Agile teams or program. Product backlog includes complete user stories or features with acceptance criteria so that they are consumable and testable by the Agile team or program. Reviews and accepts output of I/T and/or business development to ensure specified acceptance criteria have been completed. Serves as a knowledgeable collaborator across multiple business or system domains; is encouraged to lead development across multiple teams at the program and Epic level. Serves as direct representative of the business with one or more delivery teams throughout the product delivery cycle. Participates in a cross-functional team of user experience partners, designers, business analysts, developers, testers and others to develop, execute, solution and release in alignment with program, portfolio or product road maps. Partners with sponsors, stakeholders, and IT to facilitate, define and detail relevant business processes, gaining an expert understanding of the needs, measures, and risks & controls for the improvement area. Participates with portfolio, program and project level plans related to schedule, scope and resources. Prepares the business for the change and provides tactics and metrics for benefits, adoption, and risk. Leverages existing change management routines, as needed. Applies expert knowledge in the business development/execution discipline, regularly seeking out opportunities to enhance, improve and advance the function. Coaches and mentors less experienced Product Owners, including Seniors. Demonstrates expert knowledge in multiple business or system domains and capable of leading development across multiple teams at the program level. Identifies engages, influences and leads business stakeholders and Subject Matter Experts across programs. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (12 years of related experience in lieu of degree). 8 years of experience in process improvement, project delivery, business/requirements analysis or directly related to supported business operations/product line. Expert knowledge of Microsoft Office products, applicable databases and product management tools. Expert knowledge of multiple technical software delivery methodologies (i.e., Agile, Waterfall, SAFe) with a proven track record in using these skills to develop and manage products through the entire product life cycle. Expert experience in analyzing business requirements, process flows and use cases to identify opportunities to streamline business processes in accordance with risk management framework and regulatory requirements. Expert understanding and demonstrated use of Process Engineering methodologies and Change Management practices to translate business requirements into functional specifications. Expert ability to independently work to gather business requirements, process flows and use cases to develop and deliver on business capabilities within the approved methodology, writing user stories, and following the development process through user story acceptance. Advanced experience in analyzing and translating business requirements and the ability to identify opportunities to streamline business processes in accordance with risk management framework and regulatory requirements. What sets you apart: Guidewire Claim Center Experience. Extensive experience leading teams delivering complex solutions with minimal supervision. Experience with Adobe Site Catalyst, GlassBox, Tableau, and/or other tools for measuring solution success. Demonstrated experience leading, teaching, and mentoring others. Experience evaluating technology opportunities/solutions and developing technology product strategy, plans, and roadmaps. Demonstrated ability to work independently and collaborate across lines of business to achieve a common goal. Demonstrated ability to deliver executive-level communication (PowerPoint, Email Presentations). Knowledge of operational risk management practices. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: The salary range for this position is: $114,080 - $205,340. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
12/06/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. Serves as a direct representative of the business on an agile team. Attains, understands, and communicates business vision and needs in order to write and refine user stories/features/epics, prioritize work, and provide guidance to technical teams across programs/portfolios. Uses critical thinking, problem solving, and Agile principles to partner with business owners, subject matter experts, and the development team to build effective solutions. Possesses an expert knowledge and understanding of and ability to work within multiple delivery methodologies, including Agile and other approaches, to deliver business value. What you'll do: Works with business and Subject Matter Experts to understand business strategy and vision and then writes, refines, accepts and prioritizes stories, features or epics to support effective and compliant solutions while balancing investment and business value. Owns and maintains a prioritized work backlog for a single or multiple Agile teams or program. Product backlog includes complete user stories or features with acceptance criteria so that they are consumable and testable by the Agile team or program. Reviews and accepts output of I/T and/or business development to ensure specified acceptance criteria have been completed. Serves as a knowledgeable collaborator across multiple business or system domains; is encouraged to lead development across multiple teams at the program and Epic level. Serves as direct representative of the business with one or more delivery teams throughout the product delivery cycle. Participates in a cross-functional team of user experience partners, designers, business analysts, developers, testers and others to develop, execute, solution and release in alignment with program, portfolio or product road maps. Partners with sponsors, stakeholders, and IT to facilitate, define and detail relevant business processes, gaining an expert understanding of the needs, measures, and risks & controls for the improvement area. Participates with portfolio, program and project level plans related to schedule, scope and resources. Prepares the business for the change and provides tactics and metrics for benefits, adoption, and risk. Leverages existing change management routines, as needed. Applies expert knowledge in the business development/execution discipline, regularly seeking out opportunities to enhance, improve and advance the function. Coaches and mentors less experienced Product Owners, including Seniors. Demonstrates expert knowledge in multiple business or system domains and capable of leading development across multiple teams at the program level. Identifies engages, influences and leads business stakeholders and Subject Matter Experts across programs. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (12 years of related experience in lieu of degree). 8 years of experience in process improvement, project delivery, business/requirements analysis or directly related to supported business operations/product line. Expert knowledge of Microsoft Office products, applicable databases and product management tools. Expert knowledge of multiple technical software delivery methodologies (i.e., Agile, Waterfall, SAFe) with a proven track record in using these skills to develop and manage products through the entire product life cycle. Expert experience in analyzing business requirements, process flows and use cases to identify opportunities to streamline business processes in accordance with risk management framework and regulatory requirements. Expert understanding and demonstrated use of Process Engineering methodologies and Change Management practices to translate business requirements into functional specifications. Expert ability to independently work to gather business requirements, process flows and use cases to develop and deliver on business capabilities within the approved methodology, writing user stories, and following the development process through user story acceptance. Advanced experience in analyzing and translating business requirements and the ability to identify opportunities to streamline business processes in accordance with risk management framework and regulatory requirements. What sets you apart: Guidewire Claim Center Experience. Extensive experience leading teams delivering complex solutions with minimal supervision. Experience with Adobe Site Catalyst, GlassBox, Tableau, and/or other tools for measuring solution success. Demonstrated experience leading, teaching, and mentoring others. Experience evaluating technology opportunities/solutions and developing technology product strategy, plans, and roadmaps. Demonstrated ability to work independently and collaborate across lines of business to achieve a common goal. Demonstrated ability to deliver executive-level communication (PowerPoint, Email Presentations). Knowledge of operational risk management practices. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: The salary range for this position is: $114,080 - $205,340. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated AVP, Bank Contact Center IVR & Tools, you will be responsible for leading a digital/technology team focused on defining, managing and delivering technology member experiences and capabilities across the Line of Business and Enterprise Digital ecosystem: all platforms and related software programs pertaining to the IVR, MSR desktop tools, call routing, chat/social platforms, and other contact center tools. Plans, organizes, and controls the day-to-day digital/technology delivery activities, collaborates with cross-functional stakeholders and partners, and coordinates activities in a secure, stable, yet nimble environment, commensurate with the best interest of members and employees. Responsible for translating business priorities into digital/technology strategy and solutions by collaborating with senior leaders and internal stakeholders in enterprise digital/technology, communications and line of business product with the end goal of deploying innovative solutions. Responsible for contributing to the Digital/Technology Strategy and successfully executing on the strategy, goals and yearly Key Performance Indicators (KPI's) and Key Risk Indicators (KRI's). Effectively maintains, builds and delivers improved member experiences through well-defined digital journeys using voice of member feedback, member satisfactions scores (MSAT) and data. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Accountable for defining and socializing a data and insights-driven strategic line of business digital /technology capabilities and experience roadmap. Partners with and influences key stakeholders, including Enterprise Digital and IT, to drive the line of business digital/technology strategy and roadmap. Collaborates closely with the line of business Sales & Service and Analytics teams to produce required channel activity reporting and properly monitors expected/planned activity. Responsible for keeping abreast of industry trends and provides insights and translates and implements action plans resulting from findings. Leads a digital/technology team focused on defining and delivering innovative digital capabilities and experiences across line of business digital/technology platforms and channels in support of evolving member and business needs. Drives the performance and reliability of the strategy and roadmap, ensuring all key performance & risk indicators and objectives & key results are within expectations. Partners with Product GMs and other business stakeholders to identify and respond to changing business and/or member needs and subsequently translate into digital/technology action plans. Accountable for ensuring operational risk controls are in place in accordance with company or regulatory standards and policies. Builds and manages a high performing team of analytical digital/technology professionals through recruiting, training, coaching, performance management, and related managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 10 years of progressive related digital/technology product experience in product acquisition, deepening and servicing experience in a digital/technology environment developing strategies, managing major initiatives and delivering results within a complex matrix environment. 6 years of people leadership experience in building, managing and/or developing high performing teams. Demonstrated knowledge of Technology/Digital products and/or emerging technology platforms, applications and standards. Demonstrates and maintains in-depth knowledge of regulatory requirements and supervisory expectations / laws impacting the organization's risk management framework, governance, standards, capabilities and risk strategy across all lines of business. Experience working with Agile delivery/development organizations. Demonstrated ability to think strategically and execute both strategic and tactical digital efforts related to the development and management of new products/product enhancements and leverage and influence leadership, and cross-functional teams to develop and execute product strategy. Solid business and technology acumen combined with strong digital, and customer experience foundations. Outstanding people management abilities, creates and sustains environment to succeed. Proven leadership and ability to influence at all levels of management as well as operate as effective change agent to achieve strategic goals). Advanced facilitation, collaboration and consensus building skills, with extensive experience in presenting to cross-functional teams and Senior/Executive leaders. Demonstrated ability to effectively communicate, both orally and in writing, to executive leadership, driving accountability and sense of urgency. Executive level business acumen in the areas of business operations, industry practices and emerging trends. What sets you apart: Design, develop, implement, and maintain IVR applications and systems to meet business requirements. Configure and customize IVR platforms to enable seamless call flows and interactive voice prompts. Develop and maintain IVR scripts, menus, and prompts, ensuring they are up to date with business processes and customer needs. Collaborate with stakeholders (business analysts, developers, etc.) to gather requirements and create functional specifications for IVR solutions. Translate complex business requirements into efficient IVR call flows and prompts. Focus on creating engaging and intuitive user experiences for customers and associates using IVA/IVR technologies. Develop and execute comprehensive migration strategies for transitioning from legacy IVR systems to modern platforms. Experience with tools and processes for migrating IVR flows to platforms like Amazon Connect and Amazon Lex. Experience with implementing AI solutions in IVR, MSR desktop tools, quality monitoring, data analytics Collaborate with teams to assess needs, develop proofs of concept, and deploy tailored migration plans. Design, implement, maintain, and monitor MSR desktop applications and systems to create optimal processes that focus efficiency, ease of use, and accuracy. Identify optimal processes for guided workflows to reduce cycle time and improve accuracy and compliance. Experience working with technology tools: Cisco, Microsoft, Genesys, AWS, NICE CX One US military experience through military service or a military spouse/domestic partner Salary: The salary range for this position is: $224,250-$403,650. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
12/06/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated AVP, Bank Contact Center IVR & Tools, you will be responsible for leading a digital/technology team focused on defining, managing and delivering technology member experiences and capabilities across the Line of Business and Enterprise Digital ecosystem: all platforms and related software programs pertaining to the IVR, MSR desktop tools, call routing, chat/social platforms, and other contact center tools. Plans, organizes, and controls the day-to-day digital/technology delivery activities, collaborates with cross-functional stakeholders and partners, and coordinates activities in a secure, stable, yet nimble environment, commensurate with the best interest of members and employees. Responsible for translating business priorities into digital/technology strategy and solutions by collaborating with senior leaders and internal stakeholders in enterprise digital/technology, communications and line of business product with the end goal of deploying innovative solutions. Responsible for contributing to the Digital/Technology Strategy and successfully executing on the strategy, goals and yearly Key Performance Indicators (KPI's) and Key Risk Indicators (KRI's). Effectively maintains, builds and delivers improved member experiences through well-defined digital journeys using voice of member feedback, member satisfactions scores (MSAT) and data. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Accountable for defining and socializing a data and insights-driven strategic line of business digital /technology capabilities and experience roadmap. Partners with and influences key stakeholders, including Enterprise Digital and IT, to drive the line of business digital/technology strategy and roadmap. Collaborates closely with the line of business Sales & Service and Analytics teams to produce required channel activity reporting and properly monitors expected/planned activity. Responsible for keeping abreast of industry trends and provides insights and translates and implements action plans resulting from findings. Leads a digital/technology team focused on defining and delivering innovative digital capabilities and experiences across line of business digital/technology platforms and channels in support of evolving member and business needs. Drives the performance and reliability of the strategy and roadmap, ensuring all key performance & risk indicators and objectives & key results are within expectations. Partners with Product GMs and other business stakeholders to identify and respond to changing business and/or member needs and subsequently translate into digital/technology action plans. Accountable for ensuring operational risk controls are in place in accordance with company or regulatory standards and policies. Builds and manages a high performing team of analytical digital/technology professionals through recruiting, training, coaching, performance management, and related managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 10 years of progressive related digital/technology product experience in product acquisition, deepening and servicing experience in a digital/technology environment developing strategies, managing major initiatives and delivering results within a complex matrix environment. 6 years of people leadership experience in building, managing and/or developing high performing teams. Demonstrated knowledge of Technology/Digital products and/or emerging technology platforms, applications and standards. Demonstrates and maintains in-depth knowledge of regulatory requirements and supervisory expectations / laws impacting the organization's risk management framework, governance, standards, capabilities and risk strategy across all lines of business. Experience working with Agile delivery/development organizations. Demonstrated ability to think strategically and execute both strategic and tactical digital efforts related to the development and management of new products/product enhancements and leverage and influence leadership, and cross-functional teams to develop and execute product strategy. Solid business and technology acumen combined with strong digital, and customer experience foundations. Outstanding people management abilities, creates and sustains environment to succeed. Proven leadership and ability to influence at all levels of management as well as operate as effective change agent to achieve strategic goals). Advanced facilitation, collaboration and consensus building skills, with extensive experience in presenting to cross-functional teams and Senior/Executive leaders. Demonstrated ability to effectively communicate, both orally and in writing, to executive leadership, driving accountability and sense of urgency. Executive level business acumen in the areas of business operations, industry practices and emerging trends. What sets you apart: Design, develop, implement, and maintain IVR applications and systems to meet business requirements. Configure and customize IVR platforms to enable seamless call flows and interactive voice prompts. Develop and maintain IVR scripts, menus, and prompts, ensuring they are up to date with business processes and customer needs. Collaborate with stakeholders (business analysts, developers, etc.) to gather requirements and create functional specifications for IVR solutions. Translate complex business requirements into efficient IVR call flows and prompts. Focus on creating engaging and intuitive user experiences for customers and associates using IVA/IVR technologies. Develop and execute comprehensive migration strategies for transitioning from legacy IVR systems to modern platforms. Experience with tools and processes for migrating IVR flows to platforms like Amazon Connect and Amazon Lex. Experience with implementing AI solutions in IVR, MSR desktop tools, quality monitoring, data analytics Collaborate with teams to assess needs, develop proofs of concept, and deploy tailored migration plans. Design, implement, maintain, and monitor MSR desktop applications and systems to create optimal processes that focus efficiency, ease of use, and accuracy. Identify optimal processes for guided workflows to reduce cycle time and improve accuracy and compliance. Experience working with technology tools: Cisco, Microsoft, Genesys, AWS, NICE CX One US military experience through military service or a military spouse/domestic partner Salary: The salary range for this position is: $224,250-$403,650. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. Serves as a direct representative of the business on an agile team. Attains, understands, and communicates business vision and needs in order to write and refine user stories/features/epics, prioritize work, and provide guidance to technical teams across programs/portfolios. Uses critical thinking, problem solving, and Agile principles to partner with business owners, subject matter experts, and the development team to build effective solutions. Possesses an expert knowledge and understanding of and ability to work within multiple delivery methodologies, including Agile and other approaches, to deliver business value. What you'll do: Works with business and Subject Matter Experts to understand business strategy and vision and then writes, refines, accepts and prioritizes stories, features or epics to support effective and compliant solutions while balancing investment and business value. Owns and maintains a prioritized work backlog for a single or multiple Agile teams or program. Product backlog includes complete user stories or features with acceptance criteria so that they are consumable and testable by the Agile team or program. Reviews and accepts output of I/T and/or business development to ensure specified acceptance criteria have been completed. Serves as a knowledgeable collaborator across multiple business or system domains; is encouraged to lead development across multiple teams at the program and Epic level. Serves as direct representative of the business with one or more delivery teams throughout the product delivery cycle. Participates in a cross-functional team of user experience partners, designers, business analysts, developers, testers and others to develop, execute, solution and release in alignment with program, portfolio or product road maps. Partners with sponsors, stakeholders, and IT to facilitate, define and detail relevant business processes, gaining an expert understanding of the needs, measures, and risks & controls for the improvement area. Participates with portfolio, program and project level plans related to schedule, scope and resources. Prepares the business for the change and provides tactics and metrics for benefits, adoption, and risk. Leverages existing change management routines, as needed. Applies expert knowledge in the business development/execution discipline, regularly seeking out opportunities to enhance, improve and advance the function. Coaches and mentors less experienced Product Owners, including Seniors. Demonstrates expert knowledge in multiple business or system domains and capable of leading development across multiple teams at the program level. Identifies engages, influences and leads business stakeholders and Subject Matter Experts across programs. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (12 years of related experience in lieu of degree). 8 years of experience in process improvement, project delivery, business/requirements analysis or directly related to supported business operations/product line. Expert knowledge of Microsoft Office products, applicable databases and product management tools. Expert knowledge of multiple technical software delivery methodologies (i.e., Agile, Waterfall, SAFe) with a proven track record in using these skills to develop and manage products through the entire product life cycle. Expert experience in analyzing business requirements, process flows and use cases to identify opportunities to streamline business processes in accordance with risk management framework and regulatory requirements. Expert understanding and demonstrated use of Process Engineering methodologies and Change Management practices to translate business requirements into functional specifications. Expert ability to independently work to gather business requirements, process flows and use cases to develop and deliver on business capabilities within the approved methodology, writing user stories, and following the development process through user story acceptance. Advanced experience in analyzing and translating business requirements and the ability to identify opportunities to streamline business processes in accordance with risk management framework and regulatory requirements. What sets you apart: Guidewire Claim Center Experience. Extensive experience leading teams delivering complex solutions with minimal supervision. Experience with Adobe Site Catalyst, GlassBox, Tableau, and/or other tools for measuring solution success. Demonstrated experience leading, teaching, and mentoring others. Experience evaluating technology opportunities/solutions and developing technology product strategy, plans, and roadmaps. Demonstrated ability to work independently and collaborate across lines of business to achieve a common goal. Demonstrated ability to deliver executive-level communication (PowerPoint, Email Presentations). Knowledge of operational risk management practices. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: The salary range for this position is: $114,080 - $205,340. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
12/06/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. Serves as a direct representative of the business on an agile team. Attains, understands, and communicates business vision and needs in order to write and refine user stories/features/epics, prioritize work, and provide guidance to technical teams across programs/portfolios. Uses critical thinking, problem solving, and Agile principles to partner with business owners, subject matter experts, and the development team to build effective solutions. Possesses an expert knowledge and understanding of and ability to work within multiple delivery methodologies, including Agile and other approaches, to deliver business value. What you'll do: Works with business and Subject Matter Experts to understand business strategy and vision and then writes, refines, accepts and prioritizes stories, features or epics to support effective and compliant solutions while balancing investment and business value. Owns and maintains a prioritized work backlog for a single or multiple Agile teams or program. Product backlog includes complete user stories or features with acceptance criteria so that they are consumable and testable by the Agile team or program. Reviews and accepts output of I/T and/or business development to ensure specified acceptance criteria have been completed. Serves as a knowledgeable collaborator across multiple business or system domains; is encouraged to lead development across multiple teams at the program and Epic level. Serves as direct representative of the business with one or more delivery teams throughout the product delivery cycle. Participates in a cross-functional team of user experience partners, designers, business analysts, developers, testers and others to develop, execute, solution and release in alignment with program, portfolio or product road maps. Partners with sponsors, stakeholders, and IT to facilitate, define and detail relevant business processes, gaining an expert understanding of the needs, measures, and risks & controls for the improvement area. Participates with portfolio, program and project level plans related to schedule, scope and resources. Prepares the business for the change and provides tactics and metrics for benefits, adoption, and risk. Leverages existing change management routines, as needed. Applies expert knowledge in the business development/execution discipline, regularly seeking out opportunities to enhance, improve and advance the function. Coaches and mentors less experienced Product Owners, including Seniors. Demonstrates expert knowledge in multiple business or system domains and capable of leading development across multiple teams at the program level. Identifies engages, influences and leads business stakeholders and Subject Matter Experts across programs. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (12 years of related experience in lieu of degree). 8 years of experience in process improvement, project delivery, business/requirements analysis or directly related to supported business operations/product line. Expert knowledge of Microsoft Office products, applicable databases and product management tools. Expert knowledge of multiple technical software delivery methodologies (i.e., Agile, Waterfall, SAFe) with a proven track record in using these skills to develop and manage products through the entire product life cycle. Expert experience in analyzing business requirements, process flows and use cases to identify opportunities to streamline business processes in accordance with risk management framework and regulatory requirements. Expert understanding and demonstrated use of Process Engineering methodologies and Change Management practices to translate business requirements into functional specifications. Expert ability to independently work to gather business requirements, process flows and use cases to develop and deliver on business capabilities within the approved methodology, writing user stories, and following the development process through user story acceptance. Advanced experience in analyzing and translating business requirements and the ability to identify opportunities to streamline business processes in accordance with risk management framework and regulatory requirements. What sets you apart: Guidewire Claim Center Experience. Extensive experience leading teams delivering complex solutions with minimal supervision. Experience with Adobe Site Catalyst, GlassBox, Tableau, and/or other tools for measuring solution success. Demonstrated experience leading, teaching, and mentoring others. Experience evaluating technology opportunities/solutions and developing technology product strategy, plans, and roadmaps. Demonstrated ability to work independently and collaborate across lines of business to achieve a common goal. Demonstrated ability to deliver executive-level communication (PowerPoint, Email Presentations). Knowledge of operational risk management practices. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: The salary range for this position is: $114,080 - $205,340. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated AVP, Bank Contact Center IVR & Tools, you will be responsible for leading a digital/technology team focused on defining, managing and delivering technology member experiences and capabilities across the Line of Business and Enterprise Digital ecosystem: all platforms and related software programs pertaining to the IVR, MSR desktop tools, call routing, chat/social platforms, and other contact center tools. Plans, organizes, and controls the day-to-day digital/technology delivery activities, collaborates with cross-functional stakeholders and partners, and coordinates activities in a secure, stable, yet nimble environment, commensurate with the best interest of members and employees. Responsible for translating business priorities into digital/technology strategy and solutions by collaborating with senior leaders and internal stakeholders in enterprise digital/technology, communications and line of business product with the end goal of deploying innovative solutions. Responsible for contributing to the Digital/Technology Strategy and successfully executing on the strategy, goals and yearly Key Performance Indicators (KPI's) and Key Risk Indicators (KRI's). Effectively maintains, builds and delivers improved member experiences through well-defined digital journeys using voice of member feedback, member satisfactions scores (MSAT) and data. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Accountable for defining and socializing a data and insights-driven strategic line of business digital /technology capabilities and experience roadmap. Partners with and influences key stakeholders, including Enterprise Digital and IT, to drive the line of business digital/technology strategy and roadmap. Collaborates closely with the line of business Sales & Service and Analytics teams to produce required channel activity reporting and properly monitors expected/planned activity. Responsible for keeping abreast of industry trends and provides insights and translates and implements action plans resulting from findings. Leads a digital/technology team focused on defining and delivering innovative digital capabilities and experiences across line of business digital/technology platforms and channels in support of evolving member and business needs. Drives the performance and reliability of the strategy and roadmap, ensuring all key performance & risk indicators and objectives & key results are within expectations. Partners with Product GMs and other business stakeholders to identify and respond to changing business and/or member needs and subsequently translate into digital/technology action plans. Accountable for ensuring operational risk controls are in place in accordance with company or regulatory standards and policies. Builds and manages a high performing team of analytical digital/technology professionals through recruiting, training, coaching, performance management, and related managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 10 years of progressive related digital/technology product experience in product acquisition, deepening and servicing experience in a digital/technology environment developing strategies, managing major initiatives and delivering results within a complex matrix environment. 6 years of people leadership experience in building, managing and/or developing high performing teams. Demonstrated knowledge of Technology/Digital products and/or emerging technology platforms, applications and standards. Demonstrates and maintains in-depth knowledge of regulatory requirements and supervisory expectations / laws impacting the organization's risk management framework, governance, standards, capabilities and risk strategy across all lines of business. Experience working with Agile delivery/development organizations. Demonstrated ability to think strategically and execute both strategic and tactical digital efforts related to the development and management of new products/product enhancements and leverage and influence leadership, and cross-functional teams to develop and execute product strategy. Solid business and technology acumen combined with strong digital, and customer experience foundations. Outstanding people management abilities, creates and sustains environment to succeed. Proven leadership and ability to influence at all levels of management as well as operate as effective change agent to achieve strategic goals). Advanced facilitation, collaboration and consensus building skills, with extensive experience in presenting to cross-functional teams and Senior/Executive leaders. Demonstrated ability to effectively communicate, both orally and in writing, to executive leadership, driving accountability and sense of urgency. Executive level business acumen in the areas of business operations, industry practices and emerging trends. What sets you apart: Design, develop, implement, and maintain IVR applications and systems to meet business requirements. Configure and customize IVR platforms to enable seamless call flows and interactive voice prompts. Develop and maintain IVR scripts, menus, and prompts, ensuring they are up to date with business processes and customer needs. Collaborate with stakeholders (business analysts, developers, etc.) to gather requirements and create functional specifications for IVR solutions. Translate complex business requirements into efficient IVR call flows and prompts. Focus on creating engaging and intuitive user experiences for customers and associates using IVA/IVR technologies. Develop and execute comprehensive migration strategies for transitioning from legacy IVR systems to modern platforms. Experience with tools and processes for migrating IVR flows to platforms like Amazon Connect and Amazon Lex. Experience with implementing AI solutions in IVR, MSR desktop tools, quality monitoring, data analytics Collaborate with teams to assess needs, develop proofs of concept, and deploy tailored migration plans. Design, implement, maintain, and monitor MSR desktop applications and systems to create optimal processes that focus efficiency, ease of use, and accuracy. Identify optimal processes for guided workflows to reduce cycle time and improve accuracy and compliance. Experience working with technology tools: Cisco, Microsoft, Genesys, AWS, NICE CX One US military experience through military service or a military spouse/domestic partner Salary: The salary range for this position is: $224,250-$403,650. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
12/06/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated AVP, Bank Contact Center IVR & Tools, you will be responsible for leading a digital/technology team focused on defining, managing and delivering technology member experiences and capabilities across the Line of Business and Enterprise Digital ecosystem: all platforms and related software programs pertaining to the IVR, MSR desktop tools, call routing, chat/social platforms, and other contact center tools. Plans, organizes, and controls the day-to-day digital/technology delivery activities, collaborates with cross-functional stakeholders and partners, and coordinates activities in a secure, stable, yet nimble environment, commensurate with the best interest of members and employees. Responsible for translating business priorities into digital/technology strategy and solutions by collaborating with senior leaders and internal stakeholders in enterprise digital/technology, communications and line of business product with the end goal of deploying innovative solutions. Responsible for contributing to the Digital/Technology Strategy and successfully executing on the strategy, goals and yearly Key Performance Indicators (KPI's) and Key Risk Indicators (KRI's). Effectively maintains, builds and delivers improved member experiences through well-defined digital journeys using voice of member feedback, member satisfactions scores (MSAT) and data. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Accountable for defining and socializing a data and insights-driven strategic line of business digital /technology capabilities and experience roadmap. Partners with and influences key stakeholders, including Enterprise Digital and IT, to drive the line of business digital/technology strategy and roadmap. Collaborates closely with the line of business Sales & Service and Analytics teams to produce required channel activity reporting and properly monitors expected/planned activity. Responsible for keeping abreast of industry trends and provides insights and translates and implements action plans resulting from findings. Leads a digital/technology team focused on defining and delivering innovative digital capabilities and experiences across line of business digital/technology platforms and channels in support of evolving member and business needs. Drives the performance and reliability of the strategy and roadmap, ensuring all key performance & risk indicators and objectives & key results are within expectations. Partners with Product GMs and other business stakeholders to identify and respond to changing business and/or member needs and subsequently translate into digital/technology action plans. Accountable for ensuring operational risk controls are in place in accordance with company or regulatory standards and policies. Builds and manages a high performing team of analytical digital/technology professionals through recruiting, training, coaching, performance management, and related managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 10 years of progressive related digital/technology product experience in product acquisition, deepening and servicing experience in a digital/technology environment developing strategies, managing major initiatives and delivering results within a complex matrix environment. 6 years of people leadership experience in building, managing and/or developing high performing teams. Demonstrated knowledge of Technology/Digital products and/or emerging technology platforms, applications and standards. Demonstrates and maintains in-depth knowledge of regulatory requirements and supervisory expectations / laws impacting the organization's risk management framework, governance, standards, capabilities and risk strategy across all lines of business. Experience working with Agile delivery/development organizations. Demonstrated ability to think strategically and execute both strategic and tactical digital efforts related to the development and management of new products/product enhancements and leverage and influence leadership, and cross-functional teams to develop and execute product strategy. Solid business and technology acumen combined with strong digital, and customer experience foundations. Outstanding people management abilities, creates and sustains environment to succeed. Proven leadership and ability to influence at all levels of management as well as operate as effective change agent to achieve strategic goals). Advanced facilitation, collaboration and consensus building skills, with extensive experience in presenting to cross-functional teams and Senior/Executive leaders. Demonstrated ability to effectively communicate, both orally and in writing, to executive leadership, driving accountability and sense of urgency. Executive level business acumen in the areas of business operations, industry practices and emerging trends. What sets you apart: Design, develop, implement, and maintain IVR applications and systems to meet business requirements. Configure and customize IVR platforms to enable seamless call flows and interactive voice prompts. Develop and maintain IVR scripts, menus, and prompts, ensuring they are up to date with business processes and customer needs. Collaborate with stakeholders (business analysts, developers, etc.) to gather requirements and create functional specifications for IVR solutions. Translate complex business requirements into efficient IVR call flows and prompts. Focus on creating engaging and intuitive user experiences for customers and associates using IVA/IVR technologies. Develop and execute comprehensive migration strategies for transitioning from legacy IVR systems to modern platforms. Experience with tools and processes for migrating IVR flows to platforms like Amazon Connect and Amazon Lex. Experience with implementing AI solutions in IVR, MSR desktop tools, quality monitoring, data analytics Collaborate with teams to assess needs, develop proofs of concept, and deploy tailored migration plans. Design, implement, maintain, and monitor MSR desktop applications and systems to create optimal processes that focus efficiency, ease of use, and accuracy. Identify optimal processes for guided workflows to reduce cycle time and improve accuracy and compliance. Experience working with technology tools: Cisco, Microsoft, Genesys, AWS, NICE CX One US military experience through military service or a military spouse/domestic partner Salary: The salary range for this position is: $224,250-$403,650. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. Serves as a direct representative of the business on an agile team. Attains, understands, and communicates business vision and needs in order to write and refine user stories/features/epics, prioritize work, and provide guidance to technical teams across programs/portfolios. Uses critical thinking, problem solving, and Agile principles to partner with business owners, subject matter experts, and the development team to build effective solutions. Possesses an expert knowledge and understanding of and ability to work within multiple delivery methodologies, including Agile and other approaches, to deliver business value. What you'll do: Works with business and Subject Matter Experts to understand business strategy and vision and then writes, refines, accepts and prioritizes stories, features or epics to support effective and compliant solutions while balancing investment and business value. Owns and maintains a prioritized work backlog for a single or multiple Agile teams or program. Product backlog includes complete user stories or features with acceptance criteria so that they are consumable and testable by the Agile team or program. Reviews and accepts output of I/T and/or business development to ensure specified acceptance criteria have been completed. Serves as a knowledgeable collaborator across multiple business or system domains; is encouraged to lead development across multiple teams at the program and Epic level. Serves as direct representative of the business with one or more delivery teams throughout the product delivery cycle. Participates in a cross-functional team of user experience partners, designers, business analysts, developers, testers and others to develop, execute, solution and release in alignment with program, portfolio or product road maps. Partners with sponsors, stakeholders, and IT to facilitate, define and detail relevant business processes, gaining an expert understanding of the needs, measures, and risks & controls for the improvement area. Participates with portfolio, program and project level plans related to schedule, scope and resources. Prepares the business for the change and provides tactics and metrics for benefits, adoption, and risk. Leverages existing change management routines, as needed. Applies expert knowledge in the business development/execution discipline, regularly seeking out opportunities to enhance, improve and advance the function. Coaches and mentors less experienced Product Owners, including Seniors. Demonstrates expert knowledge in multiple business or system domains and capable of leading development across multiple teams at the program level. Identifies engages, influences and leads business stakeholders and Subject Matter Experts across programs. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (12 years of related experience in lieu of degree). 8 years of experience in process improvement, project delivery, business/requirements analysis or directly related to supported business operations/product line. Expert knowledge of Microsoft Office products, applicable databases and product management tools. Expert knowledge of multiple technical software delivery methodologies (i.e., Agile, Waterfall, SAFe) with a proven track record in using these skills to develop and manage products through the entire product life cycle. Expert experience in analyzing business requirements, process flows and use cases to identify opportunities to streamline business processes in accordance with risk management framework and regulatory requirements. Expert understanding and demonstrated use of Process Engineering methodologies and Change Management practices to translate business requirements into functional specifications. Expert ability to independently work to gather business requirements, process flows and use cases to develop and deliver on business capabilities within the approved methodology, writing user stories, and following the development process through user story acceptance. Advanced experience in analyzing and translating business requirements and the ability to identify opportunities to streamline business processes in accordance with risk management framework and regulatory requirements. What sets you apart: Guidewire Claim Center Experience. Extensive experience leading teams delivering complex solutions with minimal supervision. Experience with Adobe Site Catalyst, GlassBox, Tableau, and/or other tools for measuring solution success. Demonstrated experience leading, teaching, and mentoring others. Experience evaluating technology opportunities/solutions and developing technology product strategy, plans, and roadmaps. Demonstrated ability to work independently and collaborate across lines of business to achieve a common goal. Demonstrated ability to deliver executive-level communication (PowerPoint, Email Presentations). Knowledge of operational risk management practices. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: The salary range for this position is: $114,080 - $205,340. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
12/06/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. Serves as a direct representative of the business on an agile team. Attains, understands, and communicates business vision and needs in order to write and refine user stories/features/epics, prioritize work, and provide guidance to technical teams across programs/portfolios. Uses critical thinking, problem solving, and Agile principles to partner with business owners, subject matter experts, and the development team to build effective solutions. Possesses an expert knowledge and understanding of and ability to work within multiple delivery methodologies, including Agile and other approaches, to deliver business value. What you'll do: Works with business and Subject Matter Experts to understand business strategy and vision and then writes, refines, accepts and prioritizes stories, features or epics to support effective and compliant solutions while balancing investment and business value. Owns and maintains a prioritized work backlog for a single or multiple Agile teams or program. Product backlog includes complete user stories or features with acceptance criteria so that they are consumable and testable by the Agile team or program. Reviews and accepts output of I/T and/or business development to ensure specified acceptance criteria have been completed. Serves as a knowledgeable collaborator across multiple business or system domains; is encouraged to lead development across multiple teams at the program and Epic level. Serves as direct representative of the business with one or more delivery teams throughout the product delivery cycle. Participates in a cross-functional team of user experience partners, designers, business analysts, developers, testers and others to develop, execute, solution and release in alignment with program, portfolio or product road maps. Partners with sponsors, stakeholders, and IT to facilitate, define and detail relevant business processes, gaining an expert understanding of the needs, measures, and risks & controls for the improvement area. Participates with portfolio, program and project level plans related to schedule, scope and resources. Prepares the business for the change and provides tactics and metrics for benefits, adoption, and risk. Leverages existing change management routines, as needed. Applies expert knowledge in the business development/execution discipline, regularly seeking out opportunities to enhance, improve and advance the function. Coaches and mentors less experienced Product Owners, including Seniors. Demonstrates expert knowledge in multiple business or system domains and capable of leading development across multiple teams at the program level. Identifies engages, influences and leads business stakeholders and Subject Matter Experts across programs. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree OR 4 years of related experience (12 years of related experience in lieu of degree). 8 years of experience in process improvement, project delivery, business/requirements analysis or directly related to supported business operations/product line. Expert knowledge of Microsoft Office products, applicable databases and product management tools. Expert knowledge of multiple technical software delivery methodologies (i.e., Agile, Waterfall, SAFe) with a proven track record in using these skills to develop and manage products through the entire product life cycle. Expert experience in analyzing business requirements, process flows and use cases to identify opportunities to streamline business processes in accordance with risk management framework and regulatory requirements. Expert understanding and demonstrated use of Process Engineering methodologies and Change Management practices to translate business requirements into functional specifications. Expert ability to independently work to gather business requirements, process flows and use cases to develop and deliver on business capabilities within the approved methodology, writing user stories, and following the development process through user story acceptance. Advanced experience in analyzing and translating business requirements and the ability to identify opportunities to streamline business processes in accordance with risk management framework and regulatory requirements. What sets you apart: Guidewire Claim Center Experience. Extensive experience leading teams delivering complex solutions with minimal supervision. Experience with Adobe Site Catalyst, GlassBox, Tableau, and/or other tools for measuring solution success. Demonstrated experience leading, teaching, and mentoring others. Experience evaluating technology opportunities/solutions and developing technology product strategy, plans, and roadmaps. Demonstrated ability to work independently and collaborate across lines of business to achieve a common goal. Demonstrated ability to deliver executive-level communication (PowerPoint, Email Presentations). Knowledge of operational risk management practices. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: The salary range for this position is: $114,080 - $205,340. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated AVP, Bank Contact Center IVR & Tools, you will be responsible for leading a digital/technology team focused on defining, managing and delivering technology member experiences and capabilities across the Line of Business and Enterprise Digital ecosystem: all platforms and related software programs pertaining to the IVR, MSR desktop tools, call routing, chat/social platforms, and other contact center tools. Plans, organizes, and controls the day-to-day digital/technology delivery activities, collaborates with cross-functional stakeholders and partners, and coordinates activities in a secure, stable, yet nimble environment, commensurate with the best interest of members and employees. Responsible for translating business priorities into digital/technology strategy and solutions by collaborating with senior leaders and internal stakeholders in enterprise digital/technology, communications and line of business product with the end goal of deploying innovative solutions. Responsible for contributing to the Digital/Technology Strategy and successfully executing on the strategy, goals and yearly Key Performance Indicators (KPI's) and Key Risk Indicators (KRI's). Effectively maintains, builds and delivers improved member experiences through well-defined digital journeys using voice of member feedback, member satisfactions scores (MSAT) and data. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Accountable for defining and socializing a data and insights-driven strategic line of business digital /technology capabilities and experience roadmap. Partners with and influences key stakeholders, including Enterprise Digital and IT, to drive the line of business digital/technology strategy and roadmap. Collaborates closely with the line of business Sales & Service and Analytics teams to produce required channel activity reporting and properly monitors expected/planned activity. Responsible for keeping abreast of industry trends and provides insights and translates and implements action plans resulting from findings. Leads a digital/technology team focused on defining and delivering innovative digital capabilities and experiences across line of business digital/technology platforms and channels in support of evolving member and business needs. Drives the performance and reliability of the strategy and roadmap, ensuring all key performance & risk indicators and objectives & key results are within expectations. Partners with Product GMs and other business stakeholders to identify and respond to changing business and/or member needs and subsequently translate into digital/technology action plans. Accountable for ensuring operational risk controls are in place in accordance with company or regulatory standards and policies. Builds and manages a high performing team of analytical digital/technology professionals through recruiting, training, coaching, performance management, and related managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 10 years of progressive related digital/technology product experience in product acquisition, deepening and servicing experience in a digital/technology environment developing strategies, managing major initiatives and delivering results within a complex matrix environment. 6 years of people leadership experience in building, managing and/or developing high performing teams. Demonstrated knowledge of Technology/Digital products and/or emerging technology platforms, applications and standards. Demonstrates and maintains in-depth knowledge of regulatory requirements and supervisory expectations / laws impacting the organization's risk management framework, governance, standards, capabilities and risk strategy across all lines of business. Experience working with Agile delivery/development organizations. Demonstrated ability to think strategically and execute both strategic and tactical digital efforts related to the development and management of new products/product enhancements and leverage and influence leadership, and cross-functional teams to develop and execute product strategy. Solid business and technology acumen combined with strong digital, and customer experience foundations. Outstanding people management abilities, creates and sustains environment to succeed. Proven leadership and ability to influence at all levels of management as well as operate as effective change agent to achieve strategic goals). Advanced facilitation, collaboration and consensus building skills, with extensive experience in presenting to cross-functional teams and Senior/Executive leaders. Demonstrated ability to effectively communicate, both orally and in writing, to executive leadership, driving accountability and sense of urgency. Executive level business acumen in the areas of business operations, industry practices and emerging trends. What sets you apart: Design, develop, implement, and maintain IVR applications and systems to meet business requirements. Configure and customize IVR platforms to enable seamless call flows and interactive voice prompts. Develop and maintain IVR scripts, menus, and prompts, ensuring they are up to date with business processes and customer needs. Collaborate with stakeholders (business analysts, developers, etc.) to gather requirements and create functional specifications for IVR solutions. Translate complex business requirements into efficient IVR call flows and prompts. Focus on creating engaging and intuitive user experiences for customers and associates using IVA/IVR technologies. Develop and execute comprehensive migration strategies for transitioning from legacy IVR systems to modern platforms. Experience with tools and processes for migrating IVR flows to platforms like Amazon Connect and Amazon Lex. Experience with implementing AI solutions in IVR, MSR desktop tools, quality monitoring, data analytics Collaborate with teams to assess needs, develop proofs of concept, and deploy tailored migration plans. Design, implement, maintain, and monitor MSR desktop applications and systems to create optimal processes that focus efficiency, ease of use, and accuracy. Identify optimal processes for guided workflows to reduce cycle time and improve accuracy and compliance. Experience working with technology tools: Cisco, Microsoft, Genesys, AWS, NICE CX One US military experience through military service or a military spouse/domestic partner Salary: The salary range for this position is: $224,250-$403,650. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
12/06/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated AVP, Bank Contact Center IVR & Tools, you will be responsible for leading a digital/technology team focused on defining, managing and delivering technology member experiences and capabilities across the Line of Business and Enterprise Digital ecosystem: all platforms and related software programs pertaining to the IVR, MSR desktop tools, call routing, chat/social platforms, and other contact center tools. Plans, organizes, and controls the day-to-day digital/technology delivery activities, collaborates with cross-functional stakeholders and partners, and coordinates activities in a secure, stable, yet nimble environment, commensurate with the best interest of members and employees. Responsible for translating business priorities into digital/technology strategy and solutions by collaborating with senior leaders and internal stakeholders in enterprise digital/technology, communications and line of business product with the end goal of deploying innovative solutions. Responsible for contributing to the Digital/Technology Strategy and successfully executing on the strategy, goals and yearly Key Performance Indicators (KPI's) and Key Risk Indicators (KRI's). Effectively maintains, builds and delivers improved member experiences through well-defined digital journeys using voice of member feedback, member satisfactions scores (MSAT) and data. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Accountable for defining and socializing a data and insights-driven strategic line of business digital /technology capabilities and experience roadmap. Partners with and influences key stakeholders, including Enterprise Digital and IT, to drive the line of business digital/technology strategy and roadmap. Collaborates closely with the line of business Sales & Service and Analytics teams to produce required channel activity reporting and properly monitors expected/planned activity. Responsible for keeping abreast of industry trends and provides insights and translates and implements action plans resulting from findings. Leads a digital/technology team focused on defining and delivering innovative digital capabilities and experiences across line of business digital/technology platforms and channels in support of evolving member and business needs. Drives the performance and reliability of the strategy and roadmap, ensuring all key performance & risk indicators and objectives & key results are within expectations. Partners with Product GMs and other business stakeholders to identify and respond to changing business and/or member needs and subsequently translate into digital/technology action plans. Accountable for ensuring operational risk controls are in place in accordance with company or regulatory standards and policies. Builds and manages a high performing team of analytical digital/technology professionals through recruiting, training, coaching, performance management, and related managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 10 years of progressive related digital/technology product experience in product acquisition, deepening and servicing experience in a digital/technology environment developing strategies, managing major initiatives and delivering results within a complex matrix environment. 6 years of people leadership experience in building, managing and/or developing high performing teams. Demonstrated knowledge of Technology/Digital products and/or emerging technology platforms, applications and standards. Demonstrates and maintains in-depth knowledge of regulatory requirements and supervisory expectations / laws impacting the organization's risk management framework, governance, standards, capabilities and risk strategy across all lines of business. Experience working with Agile delivery/development organizations. Demonstrated ability to think strategically and execute both strategic and tactical digital efforts related to the development and management of new products/product enhancements and leverage and influence leadership, and cross-functional teams to develop and execute product strategy. Solid business and technology acumen combined with strong digital, and customer experience foundations. Outstanding people management abilities, creates and sustains environment to succeed. Proven leadership and ability to influence at all levels of management as well as operate as effective change agent to achieve strategic goals). Advanced facilitation, collaboration and consensus building skills, with extensive experience in presenting to cross-functional teams and Senior/Executive leaders. Demonstrated ability to effectively communicate, both orally and in writing, to executive leadership, driving accountability and sense of urgency. Executive level business acumen in the areas of business operations, industry practices and emerging trends. What sets you apart: Design, develop, implement, and maintain IVR applications and systems to meet business requirements. Configure and customize IVR platforms to enable seamless call flows and interactive voice prompts. Develop and maintain IVR scripts, menus, and prompts, ensuring they are up to date with business processes and customer needs. Collaborate with stakeholders (business analysts, developers, etc.) to gather requirements and create functional specifications for IVR solutions. Translate complex business requirements into efficient IVR call flows and prompts. Focus on creating engaging and intuitive user experiences for customers and associates using IVA/IVR technologies. Develop and execute comprehensive migration strategies for transitioning from legacy IVR systems to modern platforms. Experience with tools and processes for migrating IVR flows to platforms like Amazon Connect and Amazon Lex. Experience with implementing AI solutions in IVR, MSR desktop tools, quality monitoring, data analytics Collaborate with teams to assess needs, develop proofs of concept, and deploy tailored migration plans. Design, implement, maintain, and monitor MSR desktop applications and systems to create optimal processes that focus efficiency, ease of use, and accuracy. Identify optimal processes for guided workflows to reduce cycle time and improve accuracy and compliance. Experience working with technology tools: Cisco, Microsoft, Genesys, AWS, NICE CX One US military experience through military service or a military spouse/domestic partner Salary: The salary range for this position is: $224,250-$403,650. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated AVP, Bank Contact Center IVR & Tools, you will be responsible for leading a digital/technology team focused on defining, managing and delivering technology member experiences and capabilities across the Line of Business and Enterprise Digital ecosystem: all platforms and related software programs pertaining to the IVR, MSR desktop tools, call routing, chat/social platforms, and other contact center tools. Plans, organizes, and controls the day-to-day digital/technology delivery activities, collaborates with cross-functional stakeholders and partners, and coordinates activities in a secure, stable, yet nimble environment, commensurate with the best interest of members and employees. Responsible for translating business priorities into digital/technology strategy and solutions by collaborating with senior leaders and internal stakeholders in enterprise digital/technology, communications and line of business product with the end goal of deploying innovative solutions. Responsible for contributing to the Digital/Technology Strategy and successfully executing on the strategy, goals and yearly Key Performance Indicators (KPI's) and Key Risk Indicators (KRI's). Effectively maintains, builds and delivers improved member experiences through well-defined digital journeys using voice of member feedback, member satisfactions scores (MSAT) and data. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Accountable for defining and socializing a data and insights-driven strategic line of business digital /technology capabilities and experience roadmap. Partners with and influences key stakeholders, including Enterprise Digital and IT, to drive the line of business digital/technology strategy and roadmap. Collaborates closely with the line of business Sales & Service and Analytics teams to produce required channel activity reporting and properly monitors expected/planned activity. Responsible for keeping abreast of industry trends and provides insights and translates and implements action plans resulting from findings. Leads a digital/technology team focused on defining and delivering innovative digital capabilities and experiences across line of business digital/technology platforms and channels in support of evolving member and business needs. Drives the performance and reliability of the strategy and roadmap, ensuring all key performance & risk indicators and objectives & key results are within expectations. Partners with Product GMs and other business stakeholders to identify and respond to changing business and/or member needs and subsequently translate into digital/technology action plans. Accountable for ensuring operational risk controls are in place in accordance with company or regulatory standards and policies. Builds and manages a high performing team of analytical digital/technology professionals through recruiting, training, coaching, performance management, and related managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 10 years of progressive related digital/technology product experience in product acquisition, deepening and servicing experience in a digital/technology environment developing strategies, managing major initiatives and delivering results within a complex matrix environment. 6 years of people leadership experience in building, managing and/or developing high performing teams. Demonstrated knowledge of Technology/Digital products and/or emerging technology platforms, applications and standards. Demonstrates and maintains in-depth knowledge of regulatory requirements and supervisory expectations / laws impacting the organization's risk management framework, governance, standards, capabilities and risk strategy across all lines of business. Experience working with Agile delivery/development organizations. Demonstrated ability to think strategically and execute both strategic and tactical digital efforts related to the development and management of new products/product enhancements and leverage and influence leadership, and cross-functional teams to develop and execute product strategy. Solid business and technology acumen combined with strong digital, and customer experience foundations. Outstanding people management abilities, creates and sustains environment to succeed. Proven leadership and ability to influence at all levels of management as well as operate as effective change agent to achieve strategic goals). Advanced facilitation, collaboration and consensus building skills, with extensive experience in presenting to cross-functional teams and Senior/Executive leaders. Demonstrated ability to effectively communicate, both orally and in writing, to executive leadership, driving accountability and sense of urgency. Executive level business acumen in the areas of business operations, industry practices and emerging trends. What sets you apart: Design, develop, implement, and maintain IVR applications and systems to meet business requirements. Configure and customize IVR platforms to enable seamless call flows and interactive voice prompts. Develop and maintain IVR scripts, menus, and prompts, ensuring they are up to date with business processes and customer needs. Collaborate with stakeholders (business analysts, developers, etc.) to gather requirements and create functional specifications for IVR solutions. Translate complex business requirements into efficient IVR call flows and prompts. Focus on creating engaging and intuitive user experiences for customers and associates using IVA/IVR technologies. Develop and execute comprehensive migration strategies for transitioning from legacy IVR systems to modern platforms. Experience with tools and processes for migrating IVR flows to platforms like Amazon Connect and Amazon Lex. Experience with implementing AI solutions in IVR, MSR desktop tools, quality monitoring, data analytics Collaborate with teams to assess needs, develop proofs of concept, and deploy tailored migration plans. Design, implement, maintain, and monitor MSR desktop applications and systems to create optimal processes that focus efficiency, ease of use, and accuracy. Identify optimal processes for guided workflows to reduce cycle time and improve accuracy and compliance. Experience working with technology tools: Cisco, Microsoft, Genesys, AWS, NICE CX One US military experience through military service or a military spouse/domestic partner Salary: The salary range for this position is: $224,250-$403,650. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
12/06/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated AVP, Bank Contact Center IVR & Tools, you will be responsible for leading a digital/technology team focused on defining, managing and delivering technology member experiences and capabilities across the Line of Business and Enterprise Digital ecosystem: all platforms and related software programs pertaining to the IVR, MSR desktop tools, call routing, chat/social platforms, and other contact center tools. Plans, organizes, and controls the day-to-day digital/technology delivery activities, collaborates with cross-functional stakeholders and partners, and coordinates activities in a secure, stable, yet nimble environment, commensurate with the best interest of members and employees. Responsible for translating business priorities into digital/technology strategy and solutions by collaborating with senior leaders and internal stakeholders in enterprise digital/technology, communications and line of business product with the end goal of deploying innovative solutions. Responsible for contributing to the Digital/Technology Strategy and successfully executing on the strategy, goals and yearly Key Performance Indicators (KPI's) and Key Risk Indicators (KRI's). Effectively maintains, builds and delivers improved member experiences through well-defined digital journeys using voice of member feedback, member satisfactions scores (MSAT) and data. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Accountable for defining and socializing a data and insights-driven strategic line of business digital /technology capabilities and experience roadmap. Partners with and influences key stakeholders, including Enterprise Digital and IT, to drive the line of business digital/technology strategy and roadmap. Collaborates closely with the line of business Sales & Service and Analytics teams to produce required channel activity reporting and properly monitors expected/planned activity. Responsible for keeping abreast of industry trends and provides insights and translates and implements action plans resulting from findings. Leads a digital/technology team focused on defining and delivering innovative digital capabilities and experiences across line of business digital/technology platforms and channels in support of evolving member and business needs. Drives the performance and reliability of the strategy and roadmap, ensuring all key performance & risk indicators and objectives & key results are within expectations. Partners with Product GMs and other business stakeholders to identify and respond to changing business and/or member needs and subsequently translate into digital/technology action plans. Accountable for ensuring operational risk controls are in place in accordance with company or regulatory standards and policies. Builds and manages a high performing team of analytical digital/technology professionals through recruiting, training, coaching, performance management, and related managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 10 years of progressive related digital/technology product experience in product acquisition, deepening and servicing experience in a digital/technology environment developing strategies, managing major initiatives and delivering results within a complex matrix environment. 6 years of people leadership experience in building, managing and/or developing high performing teams. Demonstrated knowledge of Technology/Digital products and/or emerging technology platforms, applications and standards. Demonstrates and maintains in-depth knowledge of regulatory requirements and supervisory expectations / laws impacting the organization's risk management framework, governance, standards, capabilities and risk strategy across all lines of business. Experience working with Agile delivery/development organizations. Demonstrated ability to think strategically and execute both strategic and tactical digital efforts related to the development and management of new products/product enhancements and leverage and influence leadership, and cross-functional teams to develop and execute product strategy. Solid business and technology acumen combined with strong digital, and customer experience foundations. Outstanding people management abilities, creates and sustains environment to succeed. Proven leadership and ability to influence at all levels of management as well as operate as effective change agent to achieve strategic goals). Advanced facilitation, collaboration and consensus building skills, with extensive experience in presenting to cross-functional teams and Senior/Executive leaders. Demonstrated ability to effectively communicate, both orally and in writing, to executive leadership, driving accountability and sense of urgency. Executive level business acumen in the areas of business operations, industry practices and emerging trends. What sets you apart: Design, develop, implement, and maintain IVR applications and systems to meet business requirements. Configure and customize IVR platforms to enable seamless call flows and interactive voice prompts. Develop and maintain IVR scripts, menus, and prompts, ensuring they are up to date with business processes and customer needs. Collaborate with stakeholders (business analysts, developers, etc.) to gather requirements and create functional specifications for IVR solutions. Translate complex business requirements into efficient IVR call flows and prompts. Focus on creating engaging and intuitive user experiences for customers and associates using IVA/IVR technologies. Develop and execute comprehensive migration strategies for transitioning from legacy IVR systems to modern platforms. Experience with tools and processes for migrating IVR flows to platforms like Amazon Connect and Amazon Lex. Experience with implementing AI solutions in IVR, MSR desktop tools, quality monitoring, data analytics Collaborate with teams to assess needs, develop proofs of concept, and deploy tailored migration plans. Design, implement, maintain, and monitor MSR desktop applications and systems to create optimal processes that focus efficiency, ease of use, and accuracy. Identify optimal processes for guided workflows to reduce cycle time and improve accuracy and compliance. Experience working with technology tools: Cisco, Microsoft, Genesys, AWS, NICE CX One US military experience through military service or a military spouse/domestic partner Salary: The salary range for this position is: $224,250-$403,650. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Long Term Incentive Plan: Cash payment for Executive level roles only, representing a cash payment which is both time and performance based. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Genesis10 is seeking a Senior Application Developer (Salesforce) for our client in the Financial Services Industry. This is a Full Time/Perm position located in Plano, TX. 75093 MUST be local to DFW No sponsorship is available for this position. Job Description The Senior Application Developer (Salesforce) provides internally developed and third-party software solutions primarily in the Salesforce platform to meet our needs. They manage technical aspects of assigned projects, including planning and resolving issues and work independently to convert our requirements to Technical Design Specs and design and develop code for enterprise-wide and other projects. You will report to the Team Leader. Responsibilities: Manage technical development of software, primarily Salesforce, from creation through user acceptance, including projects which affect multiple departments and pose high risk situations Design steps and modules, defines timelines, identifies and resolves issues. May assign work and provide oversight to others. May serve as technical lead, scrum master, and make decisions regarding technical direction and architecture Provide expertise and develop solutions using configuration and custom code in Salesforce Sales Cloud, Service Cloud, or Financial Service Cloud Develop solutions, primarily in using either Lightning Component Development UI, Apex Classes/Triggers, Visualforce Pages, Salesforce Workflow, SOQL, SOSL and API Present options and manages client expectations Use design skills to define Technical Design Specifications for complex and high impact projects Create logic flow charts and process diagrams Create and modify code to meet specifications - Test and debug work Support production software operations during normal business and off-hours Troubleshoot and resolve client issues - May be responsible for client support to an entire department Research external software solutions Requirements: 7+ years of experience developing software for enterprise environment required 7+ years of experience working with object-oriented programming languages (OOP) and relational databases and applying it in various applications, including within the Salesforce platform 7+ years of experience as a Salesforce Developer, including architecting and delivering custom code on multiple large-scale implementations 7+ years of experience contributing to the roadmap, setting direction and promotion of solutions across environments in the Salesforce platform 2+ years of experience as a software developer in a regulated industry/financial services experience Bachelor's degree in MIS, computer science, or other science field required Experience with Salesforce architecture and design patterns Proficient in software development methodologies, including Agile and Scrum Experience with Enterprise applications development and strong design skills If you have the qualifications described and are interested in this exciting opportunity, please apply as soon as possible! 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. 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 with 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 on 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.
12/06/2025
Full time
Genesis10 is seeking a Senior Application Developer (Salesforce) for our client in the Financial Services Industry. This is a Full Time/Perm position located in Plano, TX. 75093 MUST be local to DFW No sponsorship is available for this position. Job Description The Senior Application Developer (Salesforce) provides internally developed and third-party software solutions primarily in the Salesforce platform to meet our needs. They manage technical aspects of assigned projects, including planning and resolving issues and work independently to convert our requirements to Technical Design Specs and design and develop code for enterprise-wide and other projects. You will report to the Team Leader. Responsibilities: Manage technical development of software, primarily Salesforce, from creation through user acceptance, including projects which affect multiple departments and pose high risk situations Design steps and modules, defines timelines, identifies and resolves issues. May assign work and provide oversight to others. May serve as technical lead, scrum master, and make decisions regarding technical direction and architecture Provide expertise and develop solutions using configuration and custom code in Salesforce Sales Cloud, Service Cloud, or Financial Service Cloud Develop solutions, primarily in using either Lightning Component Development UI, Apex Classes/Triggers, Visualforce Pages, Salesforce Workflow, SOQL, SOSL and API Present options and manages client expectations Use design skills to define Technical Design Specifications for complex and high impact projects Create logic flow charts and process diagrams Create and modify code to meet specifications - Test and debug work Support production software operations during normal business and off-hours Troubleshoot and resolve client issues - May be responsible for client support to an entire department Research external software solutions Requirements: 7+ years of experience developing software for enterprise environment required 7+ years of experience working with object-oriented programming languages (OOP) and relational databases and applying it in various applications, including within the Salesforce platform 7+ years of experience as a Salesforce Developer, including architecting and delivering custom code on multiple large-scale implementations 7+ years of experience contributing to the roadmap, setting direction and promotion of solutions across environments in the Salesforce platform 2+ years of experience as a software developer in a regulated industry/financial services experience Bachelor's degree in MIS, computer science, or other science field required Experience with Salesforce architecture and design patterns Proficient in software development methodologies, including Agile and Scrum Experience with Enterprise applications development and strong design skills If you have the qualifications described and are interested in this exciting opportunity, please apply as soon as possible! 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. 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 with 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 on 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.
Job Description: The Role As SVP, Alternative Investments: Private Markets, you will provide strategic leadership for the Private Markets Alternatives team within Fidelity Fund and Investment Operations (FFIO), Fidelity's asset servicing division. This role is instrumental in supporting the end-to-end operational and platform needs of Fidelity's growing Alternative Investments business, as part of the FFIO senior leadership team. The ideal candidate will possess in-depth knowledge of private markets, including private credit, private equity, and real assets. Responsibilities include setting strategic direction, leading day-to-day management of the Private Markets team, driving process improvements, proactively managing risk, and fostering cross-organizational education around private markets. The SVP will be a solution-oriented, trusted leader committed to advancing FFIO and Fidelity through business partnership, platform modernization, talent development, and stewardship. The Expertise and Skills You Bring Bachelor's degree required; MBA or other advanced degree preferred 15+ years broad financial services operations experience 15+ years operations leadership experience with increasing responsibility 15+ years investment product experience with mutual funds, ETFs, ERISA, alternatives, and other institutional products An in depth knowledge of Alternative Markets (Private Credit, Private Equity and/or Real Assets) and the end-to-end investment process of such products Experience in leading or exposure to Investment Operations (Trade Operations, Corporate Actions, Cash Management, Fund Accounting, Financial Reporting/Regulatory Filings, Recon) and product oversight experience required Design, drive and execute a program of transformation that incorporates day-to-day operations and corresponding technology platform development/optimization Ability to take initiative, negotiate effectively, manage competing priorities, and motivate teams Build positive relationships at senior levels and gains trust and respect of peers and business partners to effectively negotiate sophisticated solutions across a variety of investment products The Team As part of the FFIO Leadership team, this role reports directly to the head of Fidelity Fund and Investment Operations. We have a steadfast dedication to supporting our business partners, and we are passionate about driving innovation in everything we do. The role will work closely with the head of FFIO, the FFIO Senior Leadership Team, and will provide direct staff management at the Vice President level with extended staff ranging from analyst through director. The collective team spans multiple locations, including Boston, MA, Merrimack, NH, and Westlake, TX, as well as global presence in Ireland, Hong Kong, and India. The base salary range for this position is $185,000-$400,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Investment Operations
12/06/2025
Full time
Job Description: The Role As SVP, Alternative Investments: Private Markets, you will provide strategic leadership for the Private Markets Alternatives team within Fidelity Fund and Investment Operations (FFIO), Fidelity's asset servicing division. This role is instrumental in supporting the end-to-end operational and platform needs of Fidelity's growing Alternative Investments business, as part of the FFIO senior leadership team. The ideal candidate will possess in-depth knowledge of private markets, including private credit, private equity, and real assets. Responsibilities include setting strategic direction, leading day-to-day management of the Private Markets team, driving process improvements, proactively managing risk, and fostering cross-organizational education around private markets. The SVP will be a solution-oriented, trusted leader committed to advancing FFIO and Fidelity through business partnership, platform modernization, talent development, and stewardship. The Expertise and Skills You Bring Bachelor's degree required; MBA or other advanced degree preferred 15+ years broad financial services operations experience 15+ years operations leadership experience with increasing responsibility 15+ years investment product experience with mutual funds, ETFs, ERISA, alternatives, and other institutional products An in depth knowledge of Alternative Markets (Private Credit, Private Equity and/or Real Assets) and the end-to-end investment process of such products Experience in leading or exposure to Investment Operations (Trade Operations, Corporate Actions, Cash Management, Fund Accounting, Financial Reporting/Regulatory Filings, Recon) and product oversight experience required Design, drive and execute a program of transformation that incorporates day-to-day operations and corresponding technology platform development/optimization Ability to take initiative, negotiate effectively, manage competing priorities, and motivate teams Build positive relationships at senior levels and gains trust and respect of peers and business partners to effectively negotiate sophisticated solutions across a variety of investment products The Team As part of the FFIO Leadership team, this role reports directly to the head of Fidelity Fund and Investment Operations. We have a steadfast dedication to supporting our business partners, and we are passionate about driving innovation in everything we do. The role will work closely with the head of FFIO, the FFIO Senior Leadership Team, and will provide direct staff management at the Vice President level with extended staff ranging from analyst through director. The collective team spans multiple locations, including Boston, MA, Merrimack, NH, and Westlake, TX, as well as global presence in Ireland, Hong Kong, and India. The base salary range for this position is $185,000-$400,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Certifications: Category: Investment Operations
Description: For almost 100 years, Arnold Motor Supply has been a leading distributor and retailer of automotive replacement parts and accessories with 80 locations across the Midwest. We are recognized as a Top Workplace year after year because we keep it simple our employees and customers are the most important part of everything we do. This role is new to our organization, so trailblazers are welcome! This key individual will lead efforts to create and maximize decision support and financial analysis efforts across the organization. Our headquarters is in Spencer, IA, but this position may operate from the Des Moines or Omaha metro areas. Position Summary The Senior Financial Analyst will play a critical role in delivering high-quality financial insights to support strategic decision-making. This position is responsible for conducting advanced financial analyses across pricing, inventory, revenue, gross profit, and market share trends. The ideal candidate will bring strong analytical rigor, exceptional data management skills, and the ability to translate complex findings into clear, actionable recommendations for senior leadership. Key Responsibilities Financial Analysis & Reporting Conduct detailed market pricing analyses to evaluate price competitiveness, margin impacts, and pricing optimization opportunities. Perform inventory and product category analysis, including inventory valuation, turnover metrics, excess/obsolete assessments, and optimization modeling. Lead revenue analysis and forecasting, incorporating historical trends, market factors, seasonality, and business scenario planning. Develop gross profit margin analysis and projections, identifying margin drivers, cost fluctuations, and profitability improvement levers. Perform market share analysis, including competitor benchmarking, market trend evaluation, and risk/opportunity assessments. Provide investment decision support analysis, including NPV, IRR, payback period, ROI calculations, and sensitivity or scenario modeling for traditional capital investments. Data Integrity & Source Management Pull, validate, and reconcile financial and operational data from multiple internal and external sources, ensuring accuracy, consistency, and completeness. Create and maintain data-quality checks, controls, and documentation to prevent discrepancies and enhance trust in analytic outputs. Partner with data management, IT, and business stakeholders to streamline data pipelines and improve data accessibility and reliability. Cross-Functional Collaboration Work closely with Operations, Business Development, Distribution, Product, and Pricing teams to ensure alignment on assumptions, methodologies, and reporting standards. Present financial insights and recommendations to senior leaders in a clear, concise manner through presentations, dashboards, and written reports. Supervise data management team and ensure effective support of operational functions Tools & Continuous Improvement Develop and automate analytical models, dashboards, and forecast tools to improve reporting accuracy and efficiency. Identify opportunities to enhance financial processes, introduce analytical best practices, and support strategic initiatives across the organization. Assist operations teams with continuous improvement initiatives Requirements: 7+ years of progressive financial analysis experience, preferably with experience in multiple functional aspects of a business. Bachelors degree in Finance, Accounting, Economics, or related field; MBA or relevant certification (CPA/CFA) is a plus. Advanced proficiency in Excel and financial modeling; experience with BI/reporting tools and ERP systems. Strong ability to synthesize complex datasets and communicate insights clearly to both financial and non-financial audiences. Attention to detail, strong critical-thinking skills, and the ability to manage multiple projects. PM22 PIf8ab4f74a7ca-3961
12/06/2025
Full time
Description: For almost 100 years, Arnold Motor Supply has been a leading distributor and retailer of automotive replacement parts and accessories with 80 locations across the Midwest. We are recognized as a Top Workplace year after year because we keep it simple our employees and customers are the most important part of everything we do. This role is new to our organization, so trailblazers are welcome! This key individual will lead efforts to create and maximize decision support and financial analysis efforts across the organization. Our headquarters is in Spencer, IA, but this position may operate from the Des Moines or Omaha metro areas. Position Summary The Senior Financial Analyst will play a critical role in delivering high-quality financial insights to support strategic decision-making. This position is responsible for conducting advanced financial analyses across pricing, inventory, revenue, gross profit, and market share trends. The ideal candidate will bring strong analytical rigor, exceptional data management skills, and the ability to translate complex findings into clear, actionable recommendations for senior leadership. Key Responsibilities Financial Analysis & Reporting Conduct detailed market pricing analyses to evaluate price competitiveness, margin impacts, and pricing optimization opportunities. Perform inventory and product category analysis, including inventory valuation, turnover metrics, excess/obsolete assessments, and optimization modeling. Lead revenue analysis and forecasting, incorporating historical trends, market factors, seasonality, and business scenario planning. Develop gross profit margin analysis and projections, identifying margin drivers, cost fluctuations, and profitability improvement levers. Perform market share analysis, including competitor benchmarking, market trend evaluation, and risk/opportunity assessments. Provide investment decision support analysis, including NPV, IRR, payback period, ROI calculations, and sensitivity or scenario modeling for traditional capital investments. Data Integrity & Source Management Pull, validate, and reconcile financial and operational data from multiple internal and external sources, ensuring accuracy, consistency, and completeness. Create and maintain data-quality checks, controls, and documentation to prevent discrepancies and enhance trust in analytic outputs. Partner with data management, IT, and business stakeholders to streamline data pipelines and improve data accessibility and reliability. Cross-Functional Collaboration Work closely with Operations, Business Development, Distribution, Product, and Pricing teams to ensure alignment on assumptions, methodologies, and reporting standards. Present financial insights and recommendations to senior leaders in a clear, concise manner through presentations, dashboards, and written reports. Supervise data management team and ensure effective support of operational functions Tools & Continuous Improvement Develop and automate analytical models, dashboards, and forecast tools to improve reporting accuracy and efficiency. Identify opportunities to enhance financial processes, introduce analytical best practices, and support strategic initiatives across the organization. Assist operations teams with continuous improvement initiatives Requirements: 7+ years of progressive financial analysis experience, preferably with experience in multiple functional aspects of a business. Bachelors degree in Finance, Accounting, Economics, or related field; MBA or relevant certification (CPA/CFA) is a plus. Advanced proficiency in Excel and financial modeling; experience with BI/reporting tools and ERP systems. Strong ability to synthesize complex datasets and communicate insights clearly to both financial and non-financial audiences. Attention to detail, strong critical-thinking skills, and the ability to manage multiple projects. PM22 PIf8ab4f74a7ca-3961
Description: For almost 100 years, Arnold Motor Supply has been a leading distributor and retailer of automotive replacement parts and accessories with 80 locations across the Midwest. We are recognized as a Top Workplace year after year because we keep it simple our employees and customers are the most important part of everything we do. This role is new to our organization, so trailblazers are welcome! This key individual will lead efforts to create and maximize decision support and financial analysis efforts across the organization. Our headquarters is in Spencer, IA, but this position may operate from the Des Moines or Omaha metro areas. Position Summary The Senior Financial Analyst will play a critical role in delivering high-quality financial insights to support strategic decision-making. This position is responsible for conducting advanced financial analyses across pricing, inventory, revenue, gross profit, and market share trends. The ideal candidate will bring strong analytical rigor, exceptional data management skills, and the ability to translate complex findings into clear, actionable recommendations for senior leadership. Key Responsibilities Financial Analysis & Reporting Conduct detailed market pricing analyses to evaluate price competitiveness, margin impacts, and pricing optimization opportunities. Perform inventory and product category analysis, including inventory valuation, turnover metrics, excess/obsolete assessments, and optimization modeling. Lead revenue analysis and forecasting, incorporating historical trends, market factors, seasonality, and business scenario planning. Develop gross profit margin analysis and projections, identifying margin drivers, cost fluctuations, and profitability improvement levers. Perform market share analysis, including competitor benchmarking, market trend evaluation, and risk/opportunity assessments. Provide investment decision support analysis, including NPV, IRR, payback period, ROI calculations, and sensitivity or scenario modeling for traditional capital investments. Data Integrity & Source Management Pull, validate, and reconcile financial and operational data from multiple internal and external sources, ensuring accuracy, consistency, and completeness. Create and maintain data-quality checks, controls, and documentation to prevent discrepancies and enhance trust in analytic outputs. Partner with data management, IT, and business stakeholders to streamline data pipelines and improve data accessibility and reliability. Cross-Functional Collaboration Work closely with Operations, Business Development, Distribution, Product, and Pricing teams to ensure alignment on assumptions, methodologies, and reporting standards. Present financial insights and recommendations to senior leaders in a clear, concise manner through presentations, dashboards, and written reports. Supervise data management team and ensure effective support of operational functions Tools & Continuous Improvement Develop and automate analytical models, dashboards, and forecast tools to improve reporting accuracy and efficiency. Identify opportunities to enhance financial processes, introduce analytical best practices, and support strategic initiatives across the organization. Assist operations teams with continuous improvement initiatives Requirements: 7+ years of progressive financial analysis experience, preferably with experience in multiple functional aspects of a business. Bachelors degree in Finance, Accounting, Economics, or related field; MBA or relevant certification (CPA/CFA) is a plus. Advanced proficiency in Excel and financial modeling; experience with BI/reporting tools and ERP systems. Strong ability to synthesize complex datasets and communicate insights clearly to both financial and non-financial audiences. Attention to detail, strong critical-thinking skills, and the ability to manage multiple projects. PM22 PI65e3e0af6e55-3960
12/06/2025
Full time
Description: For almost 100 years, Arnold Motor Supply has been a leading distributor and retailer of automotive replacement parts and accessories with 80 locations across the Midwest. We are recognized as a Top Workplace year after year because we keep it simple our employees and customers are the most important part of everything we do. This role is new to our organization, so trailblazers are welcome! This key individual will lead efforts to create and maximize decision support and financial analysis efforts across the organization. Our headquarters is in Spencer, IA, but this position may operate from the Des Moines or Omaha metro areas. Position Summary The Senior Financial Analyst will play a critical role in delivering high-quality financial insights to support strategic decision-making. This position is responsible for conducting advanced financial analyses across pricing, inventory, revenue, gross profit, and market share trends. The ideal candidate will bring strong analytical rigor, exceptional data management skills, and the ability to translate complex findings into clear, actionable recommendations for senior leadership. Key Responsibilities Financial Analysis & Reporting Conduct detailed market pricing analyses to evaluate price competitiveness, margin impacts, and pricing optimization opportunities. Perform inventory and product category analysis, including inventory valuation, turnover metrics, excess/obsolete assessments, and optimization modeling. Lead revenue analysis and forecasting, incorporating historical trends, market factors, seasonality, and business scenario planning. Develop gross profit margin analysis and projections, identifying margin drivers, cost fluctuations, and profitability improvement levers. Perform market share analysis, including competitor benchmarking, market trend evaluation, and risk/opportunity assessments. Provide investment decision support analysis, including NPV, IRR, payback period, ROI calculations, and sensitivity or scenario modeling for traditional capital investments. Data Integrity & Source Management Pull, validate, and reconcile financial and operational data from multiple internal and external sources, ensuring accuracy, consistency, and completeness. Create and maintain data-quality checks, controls, and documentation to prevent discrepancies and enhance trust in analytic outputs. Partner with data management, IT, and business stakeholders to streamline data pipelines and improve data accessibility and reliability. Cross-Functional Collaboration Work closely with Operations, Business Development, Distribution, Product, and Pricing teams to ensure alignment on assumptions, methodologies, and reporting standards. Present financial insights and recommendations to senior leaders in a clear, concise manner through presentations, dashboards, and written reports. Supervise data management team and ensure effective support of operational functions Tools & Continuous Improvement Develop and automate analytical models, dashboards, and forecast tools to improve reporting accuracy and efficiency. Identify opportunities to enhance financial processes, introduce analytical best practices, and support strategic initiatives across the organization. Assist operations teams with continuous improvement initiatives Requirements: 7+ years of progressive financial analysis experience, preferably with experience in multiple functional aspects of a business. Bachelors degree in Finance, Accounting, Economics, or related field; MBA or relevant certification (CPA/CFA) is a plus. Advanced proficiency in Excel and financial modeling; experience with BI/reporting tools and ERP systems. Strong ability to synthesize complex datasets and communicate insights clearly to both financial and non-financial audiences. Attention to detail, strong critical-thinking skills, and the ability to manage multiple projects. PM22 PI65e3e0af6e55-3960
Gellert Global Group consists of many of the leading North American food importing companies (Atalanta Corporation, Camerican International, Finica, Tipico Cheese Products) and has been importing food products for over 100 years. The combined revenues of GGG exceed $1.7 billion. GGG companies provide strength in sourcing, insurance, finance, logistics, food safety, and information technology, and supply the needs of retailers, distributors, food service chains, hotels, cruise lines, and food manufacturers alike. We are seeking a strategic, hands-on Senior Manager of Claims to lead a team responsible for overseeing transportation, warehouse, and supplier claims across our portfolio. This person will play a critical role in protecting company assets, reducing financial risk, driving root cause analysis, and developing long-term solutions with external partners and internal stakeholders. The role requires a blend of analytical rigor, cross-functional collaboration, vendor management, and team development. Key Responsibilities : Leadership and Team Development Manage, mentor, and develop a team of claims analysts and coordinators Establish team KPIs and performance standards aligned with corporate goals Foster a culture of accountability, continuous improvement, and customer service Claims Oversight and Risk Mitigation Lead the end-to-end process for transportation, warehouse, and supplier claims Oversee accurate and timely entry, tracking, and resolution of claims across systems Collaborate with internal teams (Logistics, AR, QA, Procurement, etc.) to resolve issues Vendor and Partner Collaboration Serve as primary escalation point for external vendors including steamship lines, carriers, warehouses, and suppliers Negotiate resolutions, ensure compliance with service level agreements, and guide corrective action initiatives Loss Prevention and Root Cause Analysis Analyze claims trends and loss patterns to drive strategic prevention initiatives Deliver regular reports to senior leadership with insights, root causes, and recommendations Partner with operations and inventory management teams to reduce outdated, surplus, or damaged inventory Compliance and Documentation Ensure all claims meet legal, financial, and insurance documentation standards Oversee Certificate of Liability Insurance requests and related recordkeeping Support Accounts Receivable with customer deductions tied to damages, shortages, and returns Qualifications : Bachelor's degree in Business, Supply Chain, Logistics, or a related field; advanced degree a plus 7-10 years of experience in inventory claims, cargo loss, or risk management, with at least 2 years in a leadership capacity Strong working knowledge of freight claims processes, transportation/logistics networks, and warehousing operations Excellent communication and negotiation skills across internal and external stakeholders Advanced Microsoft Excel and data analysis skills; ERP or claims management system experience preferred Proven ability to lead through ambiguity, manage competing priorities, and drive cross-functional alignment Annual Salary : $125,000 - $140,000 annually Our Benefits : We care about your total well-being and will support you with the following, subject to your location and role. Health:?Medical, dental and vision insurance, Company-paid life, accident and long-term disability insurance, flexible spending accounts Wealth:?Competitive pay, annual bonus opportunity, matching 401(k) with immediate vesting upon enrollment, generous employee referral program Happiness: Professional Growth:?Online training courses, virtual and classroom development experiences, education assistance program Work-Life Balance:?Paid-time off, parental leave, flexible work schedules (subject to your location and role) Team Building:?Employee engagement and recognition programs, wellness, philanthropic and DE&I initiatives, Company-sponsored celebrations, and team-building events The Gellert Global Group of companies is an equal opportunity employer and considers qualified applicants for employment without regard to sex, race, color, religion, ethnic or national origin, gender, sexual orientation, gender identity or expression, age, pregnancy, leave status, disability, veteran status, genetic information and/or any other characteristic or status protected by national, federal, state, or local law. Gellert Global Group?is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact? . PI3bc4624c5-
12/06/2025
Full time
Gellert Global Group consists of many of the leading North American food importing companies (Atalanta Corporation, Camerican International, Finica, Tipico Cheese Products) and has been importing food products for over 100 years. The combined revenues of GGG exceed $1.7 billion. GGG companies provide strength in sourcing, insurance, finance, logistics, food safety, and information technology, and supply the needs of retailers, distributors, food service chains, hotels, cruise lines, and food manufacturers alike. We are seeking a strategic, hands-on Senior Manager of Claims to lead a team responsible for overseeing transportation, warehouse, and supplier claims across our portfolio. This person will play a critical role in protecting company assets, reducing financial risk, driving root cause analysis, and developing long-term solutions with external partners and internal stakeholders. The role requires a blend of analytical rigor, cross-functional collaboration, vendor management, and team development. Key Responsibilities : Leadership and Team Development Manage, mentor, and develop a team of claims analysts and coordinators Establish team KPIs and performance standards aligned with corporate goals Foster a culture of accountability, continuous improvement, and customer service Claims Oversight and Risk Mitigation Lead the end-to-end process for transportation, warehouse, and supplier claims Oversee accurate and timely entry, tracking, and resolution of claims across systems Collaborate with internal teams (Logistics, AR, QA, Procurement, etc.) to resolve issues Vendor and Partner Collaboration Serve as primary escalation point for external vendors including steamship lines, carriers, warehouses, and suppliers Negotiate resolutions, ensure compliance with service level agreements, and guide corrective action initiatives Loss Prevention and Root Cause Analysis Analyze claims trends and loss patterns to drive strategic prevention initiatives Deliver regular reports to senior leadership with insights, root causes, and recommendations Partner with operations and inventory management teams to reduce outdated, surplus, or damaged inventory Compliance and Documentation Ensure all claims meet legal, financial, and insurance documentation standards Oversee Certificate of Liability Insurance requests and related recordkeeping Support Accounts Receivable with customer deductions tied to damages, shortages, and returns Qualifications : Bachelor's degree in Business, Supply Chain, Logistics, or a related field; advanced degree a plus 7-10 years of experience in inventory claims, cargo loss, or risk management, with at least 2 years in a leadership capacity Strong working knowledge of freight claims processes, transportation/logistics networks, and warehousing operations Excellent communication and negotiation skills across internal and external stakeholders Advanced Microsoft Excel and data analysis skills; ERP or claims management system experience preferred Proven ability to lead through ambiguity, manage competing priorities, and drive cross-functional alignment Annual Salary : $125,000 - $140,000 annually Our Benefits : We care about your total well-being and will support you with the following, subject to your location and role. Health:?Medical, dental and vision insurance, Company-paid life, accident and long-term disability insurance, flexible spending accounts Wealth:?Competitive pay, annual bonus opportunity, matching 401(k) with immediate vesting upon enrollment, generous employee referral program Happiness: Professional Growth:?Online training courses, virtual and classroom development experiences, education assistance program Work-Life Balance:?Paid-time off, parental leave, flexible work schedules (subject to your location and role) Team Building:?Employee engagement and recognition programs, wellness, philanthropic and DE&I initiatives, Company-sponsored celebrations, and team-building events The Gellert Global Group of companies is an equal opportunity employer and considers qualified applicants for employment without regard to sex, race, color, religion, ethnic or national origin, gender, sexual orientation, gender identity or expression, age, pregnancy, leave status, disability, veteran status, genetic information and/or any other characteristic or status protected by national, federal, state, or local law. Gellert Global Group?is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact? . PI3bc4624c5-
