CALIBRE is an employee-owned mission focused solutions and digital transformation company, is seeking an individual who will support all missions of the National Guard Bureau (NGB) Comptroller. The analyst will apply subject matter expertise related to DoD financial policies, processes, and systems. The analyst will participate in data analysis and formulation of advice. He or she will assist or lead in preparation and presentation of reports, briefings, and project deliverables. Tasks include: Participate in analysis primarily related to Army National Guard (ARNG), Air National Guard (ANG), and NGB budget execution matters. This includes tracking, reporting, and analysis of costs, obligations, disbursements, reprogramming results, and related historical and current trends. Participate in assessing issues, and assessing impacts and differences between President's Budget Requests, Congressional Marks, Reprogramming Actions, and other decisions. Assist in providing timely information and developing and compiling metrics, periodic analytic products, reports, and integrated dashboards, as well as recommendations for NGB leaders. Assist in developing, staffing, and finalizing NGB senior leader correspondence and providing input to execution-related products, processes, guidance, and policy. Support developing and responding to formal staffing actions. Employ analytical skills to develop an empirical basis to support analysis and recommendations. Collaborate with staff across the ARNG, ANG, and NGB to develop working relationships to maintain situational awareness on financial issues and to facilitate developing recommendations for leaders. Required Skills U.S. Citizen Must hold an active Secret clearance Must possess proven analytical and strong organizational skills Must be detail oriented and able to multi-task across concurrent initiatives Exceptional verbal and written communication and organization skills Extensive knowledge of financial management policy and regulations within the DoD Proficiency with groupware applications (e.g., SharePoint, MS Teams) and the Microsoft Office Suite (e.g., Excel, Word, PowerPoint., etc.) Proficiency in the use of financial systems (e.g. GFEBS, DEAMS, FMSuite, AFM, CRIS, STANFINS, and ODS). Demonstrated proficiency in the analysis and manipulation of financial data. Must be able to travel. Preferred Skills: Proficiency in DOD tasking systems (e.g., Enterprise Task Management Software Solution (ETMS2) or Task Management Tool (TMT) Proficiency in the use of Advana, Power BI, Power Query, and other database and data analysis applications Certified Defense Financial Manager (CDFM) DoD FM Certification required Experience Three to six years of experience performing comptroller functions within the senior defense organizations in the Pentagon (Services, Reserve Components, Joint Staff, NGB, OSD). Three to six years of experience conducting and presenting budget/financial data analysis and assessing financial conditions by applying financial principles, policies, methods, techniques, and systems. Experience working with the National Guard preferred. Required Education: Bachelor's Degree from an accredited school by a national or regional accrediting agency recognized by the U.S. Department of Education. Graduate of ACSC or IDE if former military officer, commensurate Professional Military Education if former military Warrant, Enlisted or Civil Service. Preferred Education: Master's Degree from an accredited school by a national or regional accrediting agency recognized by the U.S. Department of Education. Financial or accounting focus is preferred. Commensurate Professional Military Education if former military.
12/12/2025
Full time
CALIBRE is an employee-owned mission focused solutions and digital transformation company, is seeking an individual who will support all missions of the National Guard Bureau (NGB) Comptroller. The analyst will apply subject matter expertise related to DoD financial policies, processes, and systems. The analyst will participate in data analysis and formulation of advice. He or she will assist or lead in preparation and presentation of reports, briefings, and project deliverables. Tasks include: Participate in analysis primarily related to Army National Guard (ARNG), Air National Guard (ANG), and NGB budget execution matters. This includes tracking, reporting, and analysis of costs, obligations, disbursements, reprogramming results, and related historical and current trends. Participate in assessing issues, and assessing impacts and differences between President's Budget Requests, Congressional Marks, Reprogramming Actions, and other decisions. Assist in providing timely information and developing and compiling metrics, periodic analytic products, reports, and integrated dashboards, as well as recommendations for NGB leaders. Assist in developing, staffing, and finalizing NGB senior leader correspondence and providing input to execution-related products, processes, guidance, and policy. Support developing and responding to formal staffing actions. Employ analytical skills to develop an empirical basis to support analysis and recommendations. Collaborate with staff across the ARNG, ANG, and NGB to develop working relationships to maintain situational awareness on financial issues and to facilitate developing recommendations for leaders. Required Skills U.S. Citizen Must hold an active Secret clearance Must possess proven analytical and strong organizational skills Must be detail oriented and able to multi-task across concurrent initiatives Exceptional verbal and written communication and organization skills Extensive knowledge of financial management policy and regulations within the DoD Proficiency with groupware applications (e.g., SharePoint, MS Teams) and the Microsoft Office Suite (e.g., Excel, Word, PowerPoint., etc.) Proficiency in the use of financial systems (e.g. GFEBS, DEAMS, FMSuite, AFM, CRIS, STANFINS, and ODS). Demonstrated proficiency in the analysis and manipulation of financial data. Must be able to travel. Preferred Skills: Proficiency in DOD tasking systems (e.g., Enterprise Task Management Software Solution (ETMS2) or Task Management Tool (TMT) Proficiency in the use of Advana, Power BI, Power Query, and other database and data analysis applications Certified Defense Financial Manager (CDFM) DoD FM Certification required Experience Three to six years of experience performing comptroller functions within the senior defense organizations in the Pentagon (Services, Reserve Components, Joint Staff, NGB, OSD). Three to six years of experience conducting and presenting budget/financial data analysis and assessing financial conditions by applying financial principles, policies, methods, techniques, and systems. Experience working with the National Guard preferred. Required Education: Bachelor's Degree from an accredited school by a national or regional accrediting agency recognized by the U.S. Department of Education. Graduate of ACSC or IDE if former military officer, commensurate Professional Military Education if former military Warrant, Enlisted or Civil Service. Preferred Education: Master's Degree from an accredited school by a national or regional accrediting agency recognized by the U.S. Department of Education. Financial or accounting focus is preferred. Commensurate Professional Military Education if former military.
Turn Data into Decisions. Drive the Future. Turn insights into impact as a Financial Analyst at GFS. Dive into data, uncover trends, and help guide smart business decisions. You'll analyze performance, build financial models, and translate numbers into clear, actionable insights that drive results. At GFS, finance is more than numbers-it's the engine behind every great decision. In this role, you'll make a visible impact while growing alongside a dynamic, collaborative finance team. Whether you're early in your career or an experienced professional, you'll have the opportunity to innovate, shape the financial future of the business, and turn insights into action every day. What Success Looks Like Build financial models, forecasts, and budgets that drive strategic initiatives. Serve as a strategic partner, providing ad-hoc reports, guidance, and business-case analysis for data-driven decisions. Prepare and interpret monthly, quarterly, and annual reports, highlighting variances and trends. Analyze financial statements and performance metrics to generate actionable business insights. Track key metrics and performance against budgets and forecasts to identify opportunities and risks. Collaborate with cross-functional teams to assess the financial impact of business decisions. Support long-term planning and scenario analysis to guide growth strategies. Identify cost-saving opportunities and streamline processes for efficiency. Ensure compliance with internal controls, company policies, and regulatory requirements. Qualifications That Shine Bachelor's in Finance, Accounting, or Business Administration. 5+ years in financial planning & analysis (preferably some in manufacturing). Strong grasp of financial statements, management reporting, and accounting principles. Experience with ERP systems; Workday Adaptive Planning a plus. Skilled with reporting tools like Power BI, Tableau, or Adaptive Insights. Advanced Excel and financial software proficiency. Expertise in financial modeling and analysis. Clear communicator, that's able to simplify complex financial information. Why You'll Love Working Here You'll Be Empowered - You'll have autonomy in your role, supported by a team that trusts your judgment You'll Grow With Us - We invest in your training, development, and long-term career path You'll Be Rewarded - Competitive pay, performance incentives, 401(k) with profit sharing, and great benefits You'll Make a Real Impact - Your work supports businesses across North America and shapes the future of finishing technology You'll Join a Great Team - We're growing fast, we value collaboration, and are committed to your success About GFS Global Finishing Solutions is the leading manufacturer of paint booths and finishing systems serving automotive, aerospace, industrial manufacturing, marine, military, rail, trucking, and wood finishing markets. We specialize in building custom solutions that meet each customer's unique needs-and we do it with a team that thrives on collaboration and innovation because we're different. What makes us different is our unwavering commitment to our core values of family, respect, partnership, improvement, and integrity. We are a family-oriented organization that still values the little things, creating a workplace where you can thrive, fairness guides every decision, and collaboration drives shared success. Small town in spirit but big-hearted in impact, here you're not just joining a company-you're joining a team that grows together, celebrates together, and builds lasting value together. That's the difference. Join us. Apply now at About GFS Watch Us in Action Connect on LinkedIn GFS is proud to be an Equal Opportunity Employer. We value diversity and welcome applications from all backgrounds. Veterans, women, and minorities are especially encouraged to apply. PIf8b382daeff0-2699
12/12/2025
Full time
Turn Data into Decisions. Drive the Future. Turn insights into impact as a Financial Analyst at GFS. Dive into data, uncover trends, and help guide smart business decisions. You'll analyze performance, build financial models, and translate numbers into clear, actionable insights that drive results. At GFS, finance is more than numbers-it's the engine behind every great decision. In this role, you'll make a visible impact while growing alongside a dynamic, collaborative finance team. Whether you're early in your career or an experienced professional, you'll have the opportunity to innovate, shape the financial future of the business, and turn insights into action every day. What Success Looks Like Build financial models, forecasts, and budgets that drive strategic initiatives. Serve as a strategic partner, providing ad-hoc reports, guidance, and business-case analysis for data-driven decisions. Prepare and interpret monthly, quarterly, and annual reports, highlighting variances and trends. Analyze financial statements and performance metrics to generate actionable business insights. Track key metrics and performance against budgets and forecasts to identify opportunities and risks. Collaborate with cross-functional teams to assess the financial impact of business decisions. Support long-term planning and scenario analysis to guide growth strategies. Identify cost-saving opportunities and streamline processes for efficiency. Ensure compliance with internal controls, company policies, and regulatory requirements. Qualifications That Shine Bachelor's in Finance, Accounting, or Business Administration. 5+ years in financial planning & analysis (preferably some in manufacturing). Strong grasp of financial statements, management reporting, and accounting principles. Experience with ERP systems; Workday Adaptive Planning a plus. Skilled with reporting tools like Power BI, Tableau, or Adaptive Insights. Advanced Excel and financial software proficiency. Expertise in financial modeling and analysis. Clear communicator, that's able to simplify complex financial information. Why You'll Love Working Here You'll Be Empowered - You'll have autonomy in your role, supported by a team that trusts your judgment You'll Grow With Us - We invest in your training, development, and long-term career path You'll Be Rewarded - Competitive pay, performance incentives, 401(k) with profit sharing, and great benefits You'll Make a Real Impact - Your work supports businesses across North America and shapes the future of finishing technology You'll Join a Great Team - We're growing fast, we value collaboration, and are committed to your success About GFS Global Finishing Solutions is the leading manufacturer of paint booths and finishing systems serving automotive, aerospace, industrial manufacturing, marine, military, rail, trucking, and wood finishing markets. We specialize in building custom solutions that meet each customer's unique needs-and we do it with a team that thrives on collaboration and innovation because we're different. What makes us different is our unwavering commitment to our core values of family, respect, partnership, improvement, and integrity. We are a family-oriented organization that still values the little things, creating a workplace where you can thrive, fairness guides every decision, and collaboration drives shared success. Small town in spirit but big-hearted in impact, here you're not just joining a company-you're joining a team that grows together, celebrates together, and builds lasting value together. That's the difference. Join us. Apply now at About GFS Watch Us in Action Connect on LinkedIn GFS is proud to be an Equal Opportunity Employer. We value diversity and welcome applications from all backgrounds. Veterans, women, and minorities are especially encouraged to apply. PIf8b382daeff0-2699
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 Our Liquidity Strategy Analyst Senior develops, implements and monitors liquidity management strategies at the enterprise and line of business levels, utilizing broad enterprise knowledge and expert knowledge of the financial services industry, regulatory requirements, rating agency requirements, risk management and financial planning. Executes complex liquidity and financial initiatives and directs cross-functional teams in the implementation of business solutions that ensure USAA's ongoing financial strength. Communicates liquidity analysis and reporting to governance committees, senior management, regulatory bodies and the USAA Board of Directors. 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, or Charlotte, NC. Relocation assistance is not available for this position. What you'll do: Develops complex analytical strategies, tools and methodologies to model, measure, monitor and assess capital and liquidity adequacy across the enterprise including insurance, investment and banking subsidiaries. Develops and monitors liquidity policies and comprehensive contingency funding plans. Independently assesses and communicates complex regulatory capital and liquidity rules. Conducts complex balance sheet analysis integrating capital, liquidity, cash and investment strategies. Makes recommendations to leadership on analysis. Responsible for efficient deployment of liquidity across the enterprise, including insurance, investment and banking lines of business, to meet multiple regulatory, rating agency and internal management objectives. Responsible for efficient management of cash positions for the enterprise, insurance, investment and banking lines of business. Advises key stakeholders on liquidity management issues according to industry best practices. Evaluates analysis and provides recommendations to governance committees if a risk tolerance is exceeded. Key contributor to Treasury initiatives in enterprise stress test planning and execution. Evaluates stress scenario results and establishes contingency plans in partnership with key business stakeholders for reporting to senior management, governance committees, and the respective boards of directors. Analyzes stress scenario impacts to the USAA Consolidated/P&C/Bank/Life Contingency Funding Plans and associated liquidity metrics for reporting to senior management, governance committees, and the respective boards of directors. Primary contributor in the preparation and communication of key liquidity plans, metrics, analysis and reports to governance committees, senior management, regulatory bodies and the USAA Board of Directors. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of related experience in Finance, Risk Management, Treasury, Capital and Liquidity Management and/or Accounting. Subject matter expert knowledge of Microsoft Office products including Excel. Proven ability to effectively influence and build cross-functional relationships with employees of various levels throughout the organization. Strong written and verbal communication skills, including the ability to create and present executive-level presentations. Ability to effectively work with both internal and external partners. What sets you apart: Experience in Liquidity Management within the financial services industry. Proven expertise in risk management, including risk metric development and monitoring. Excellent communication skills to present complex analysis to senior management and regulators. Experience working with Regulatory Bodies (OCC, FRB, TDI). Chartered Financial Analyst (CFA) Designation. Master's degree in business, Finance, Mathematics, or other related field. Compensation range: The salary range for this position is: $114,080 - $218,030. 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.
12/12/2025
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 Our Liquidity Strategy Analyst Senior develops, implements and monitors liquidity management strategies at the enterprise and line of business levels, utilizing broad enterprise knowledge and expert knowledge of the financial services industry, regulatory requirements, rating agency requirements, risk management and financial planning. Executes complex liquidity and financial initiatives and directs cross-functional teams in the implementation of business solutions that ensure USAA's ongoing financial strength. Communicates liquidity analysis and reporting to governance committees, senior management, regulatory bodies and the USAA Board of Directors. 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, or Charlotte, NC. Relocation assistance is not available for this position. What you'll do: Develops complex analytical strategies, tools and methodologies to model, measure, monitor and assess capital and liquidity adequacy across the enterprise including insurance, investment and banking subsidiaries. Develops and monitors liquidity policies and comprehensive contingency funding plans. Independently assesses and communicates complex regulatory capital and liquidity rules. Conducts complex balance sheet analysis integrating capital, liquidity, cash and investment strategies. Makes recommendations to leadership on analysis. Responsible for efficient deployment of liquidity across the enterprise, including insurance, investment and banking lines of business, to meet multiple regulatory, rating agency and internal management objectives. Responsible for efficient management of cash positions for the enterprise, insurance, investment and banking lines of business. Advises key stakeholders on liquidity management issues according to industry best practices. Evaluates analysis and provides recommendations to governance committees if a risk tolerance is exceeded. Key contributor to Treasury initiatives in enterprise stress test planning and execution. Evaluates stress scenario results and establishes contingency plans in partnership with key business stakeholders for reporting to senior management, governance committees, and the respective boards of directors. Analyzes stress scenario impacts to the USAA Consolidated/P&C/Bank/Life Contingency Funding Plans and associated liquidity metrics for reporting to senior management, governance committees, and the respective boards of directors. Primary contributor in the preparation and communication of key liquidity plans, metrics, analysis and reports to governance committees, senior management, regulatory bodies and the USAA Board of Directors. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of related experience in Finance, Risk Management, Treasury, Capital and Liquidity Management and/or Accounting. Subject matter expert knowledge of Microsoft Office products including Excel. Proven ability to effectively influence and build cross-functional relationships with employees of various levels throughout the organization. Strong written and verbal communication skills, including the ability to create and present executive-level presentations. Ability to effectively work with both internal and external partners. What sets you apart: Experience in Liquidity Management within the financial services industry. Proven expertise in risk management, including risk metric development and monitoring. Excellent communication skills to present complex analysis to senior management and regulators. Experience working with Regulatory Bodies (OCC, FRB, TDI). Chartered Financial Analyst (CFA) Designation. Master's degree in business, Finance, Mathematics, or other related field. Compensation range: The salary range for this position is: $114,080 - $218,030. 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.
Integrity Marketing Shared Services Center
Dallas, Texas
Summary We are seeking a highly skilled FP&A Senior Dir ector to join our growing FP&A department at Integrity. The FP&A Senior Director will be part of the Shared Services FP&A team and will lead all aspects of financial planning and analysis, forecasting, budgeting, and consolidated management reporting for Integrity. This position reports to the CFO of Insurance . Responsibilities Effectively lead and oversee a team of FP&A managers and analysts, fostering high performance while proactively addressing their training needs. Lead the preparation of monthly financial models, performance reviews, and variance analysis against budget and prior year. Assist with building out financial management processes along with implementing and enhancing financial systems. Lead the annual budget and forecasting process for 100 business units including relevant analysis and documentation of major variances, initiatives, risks, opportunities, etc. Conduct quarterly and monthly financial reviews with business unit leaders. Maintain, enhance, and contribute to continuous improvement of the FP&A reporting & modelling tool, OneStream. Provide financial and strategic support to senior management and business unit leadership, including preparing financial presentations and other projects. Act as a subject matter expert and trusted advisor to business unit leaders to help drive cost management, efficiency, and enable growth of the broader business. Provide strategic vision and resulting necessary execution of full cycle cost allocations across the entire business including employee costs and other operating expenses. Support and guide business units with analytics and business intelligence tools to enable decision making and optimal financial management. Work cross-functionally with the: Accounting team on variance analysis and monthly reporting. Business Intelligence & Analytics team on revenue modelling and tracking (as necessary). People and Culture team on headcount metrics and recruiting. Legal team on lease and other real estate analyses along with centralized processes around delegation of authority structure and other core financial management processes. Develop business cases, scenario analyses, and financial models, as needed. Contribute to initiatives to define and improve planning processes, drive automation, and streamline deliverables. Compare actual results with forecasts/budgets to analyze and identify risks and opportunities. Other duties as assigned Requirements Bachelor's degree in Business, Accounting, Finance or Economics. Over 10 years of experience in FP&A, or similar field. 3 - 5 years of experience managing teams High Proficiency with BI tools, such as Power BI and Tableau. High proficiency with MS Excel to work efficiently with large amounts of data with multiple sources. Experience developing executive-level presentation materials for Board of Directors meetings and senior executives. Prior experience leading, developing, and growing a high-performing team of finance professionals. Proven experience with financial planning, recommendations, operating forecasts, statistical reporting, cash flow projections, acquisition activity, new business planning for various business units Comprehensive knowledge of accounting and finance concepts as well as ERP systems. Excellent analytical and financial modeling skills with high attention to detail. Insurance experience is a plus. Familiarity with OneStream, Oracle EPM (HFM), etc. is a plus. Highly motivated problem solver with the ability to think critically. Self-starter with an innate curiosity and drive to understand insurance industry environment and data. Results-oriented and self-directed, able to work independently with minimal supervision. Cross-functional collaboration skills to promote alignment across the organization. Team oriented, with a strong customer and business focus. High standards of accuracy and precision with a strong attention to detail. Excellent interpersonal skills, and a strong work ethic. Excellent written, verbal, quantitative, and presentation skills; collaborative and organized. Ability to work onsite full time with flexibility as business needs evolve. About Integrity Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit . Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities. PandoLogic. Category:Finance,
12/12/2025
Full time
Summary We are seeking a highly skilled FP&A Senior Dir ector to join our growing FP&A department at Integrity. The FP&A Senior Director will be part of the Shared Services FP&A team and will lead all aspects of financial planning and analysis, forecasting, budgeting, and consolidated management reporting for Integrity. This position reports to the CFO of Insurance . Responsibilities Effectively lead and oversee a team of FP&A managers and analysts, fostering high performance while proactively addressing their training needs. Lead the preparation of monthly financial models, performance reviews, and variance analysis against budget and prior year. Assist with building out financial management processes along with implementing and enhancing financial systems. Lead the annual budget and forecasting process for 100 business units including relevant analysis and documentation of major variances, initiatives, risks, opportunities, etc. Conduct quarterly and monthly financial reviews with business unit leaders. Maintain, enhance, and contribute to continuous improvement of the FP&A reporting & modelling tool, OneStream. Provide financial and strategic support to senior management and business unit leadership, including preparing financial presentations and other projects. Act as a subject matter expert and trusted advisor to business unit leaders to help drive cost management, efficiency, and enable growth of the broader business. Provide strategic vision and resulting necessary execution of full cycle cost allocations across the entire business including employee costs and other operating expenses. Support and guide business units with analytics and business intelligence tools to enable decision making and optimal financial management. Work cross-functionally with the: Accounting team on variance analysis and monthly reporting. Business Intelligence & Analytics team on revenue modelling and tracking (as necessary). People and Culture team on headcount metrics and recruiting. Legal team on lease and other real estate analyses along with centralized processes around delegation of authority structure and other core financial management processes. Develop business cases, scenario analyses, and financial models, as needed. Contribute to initiatives to define and improve planning processes, drive automation, and streamline deliverables. Compare actual results with forecasts/budgets to analyze and identify risks and opportunities. Other duties as assigned Requirements Bachelor's degree in Business, Accounting, Finance or Economics. Over 10 years of experience in FP&A, or similar field. 3 - 5 years of experience managing teams High Proficiency with BI tools, such as Power BI and Tableau. High proficiency with MS Excel to work efficiently with large amounts of data with multiple sources. Experience developing executive-level presentation materials for Board of Directors meetings and senior executives. Prior experience leading, developing, and growing a high-performing team of finance professionals. Proven experience with financial planning, recommendations, operating forecasts, statistical reporting, cash flow projections, acquisition activity, new business planning for various business units Comprehensive knowledge of accounting and finance concepts as well as ERP systems. Excellent analytical and financial modeling skills with high attention to detail. Insurance experience is a plus. Familiarity with OneStream, Oracle EPM (HFM), etc. is a plus. Highly motivated problem solver with the ability to think critically. Self-starter with an innate curiosity and drive to understand insurance industry environment and data. Results-oriented and self-directed, able to work independently with minimal supervision. Cross-functional collaboration skills to promote alignment across the organization. Team oriented, with a strong customer and business focus. High standards of accuracy and precision with a strong attention to detail. Excellent interpersonal skills, and a strong work ethic. Excellent written, verbal, quantitative, and presentation skills; collaborative and organized. Ability to work onsite full time with flexibility as business needs evolve. About Integrity Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit . Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities. PandoLogic. Category:Finance,
University of California Agriculture and Natural Resources
Oakland, California
Research Data Analyst 3 Oakland, CA, Job ID 81754 University of California Agriculture and Natural Resources Job Description Position Summary: Gathers, analyzes, and interprets a wide variety of programmatic data. Designs and conducts data analysis. Prepares reports, charts, tables, and other visual aids to interpret and communicate data and results. Manages operations of several information systems and provides technical assistance to academic and administrative users statewide. This position is a career appointment that is 100% fixed. The home department is the Program Planning & Evaluation Department. While this position normally is based in Oakland, CA, this position is eligible for hybrid flexible work arrangements for applicants living in the State of California at this time. Please note that hybrid flexible work arrangements are subject to change by the University. Pay Scale: $88,900.00/year to $126,400.00/year Job Posting Close Date: This job is open until filled. The first application review date will be 10/24/2025. Key Responsibilities: 35% Gathers, analyzes, prepares, and summarizes the collection of information and data. Recommends approaches, trends, sources, and uses. Writes complex queries to gather programmatic data from multiple systems, using SQL in Microsoft SQL Server Management Studio and Microsoft Access, for annual reporting and ad hoc requests. Analyzes and prepares data to inform administrative and program decision making. Provides leadership to compile data for the Program Planning and Evaluation team and contributes to the analysis to meet annual federal program reporting requirements, strategic communications, and advocacy efforts. 20% Manages day-to-day operations for several information systems, including the following federal systems: The National Institute of Food Agriculture's (NIFA) Reporting System; the Research, Extension, and Education Project Online Reporting Tool; and the National Information Management and Support System, with over 500 UC ANR academic users. Provides training and technical assistance to users and to campus partners. Is a core member of the multicampus Program Reporting Group with administrative staff from the Deans' Offices. Liaises with Deans' Offices across multiple campuses and with USDA NIFA on policy and technical questions. Is a core member of the Product Owner Group for Project Board, the UC Cooperative Extension information system developed in-house, working closely with IT that is responsible for programming the system. Conducts testing when enhancements are deployed. Provides technical assistance to users statewide. Be a core team member, working with IT, to replace the publications data collection system Bibliography Project to improve administrative efficiencies. 20% Develops systems for organizing data to analyze, identify, and report trends. Structures and categorizes raw data to make it easily accessible, usable, and analyzable. Completes tasks such as data cleaning, standardization, classification, and potentially data warehousing. For example, retrieves, analyzes, and compiles UCPath data, the UC systemwide personnel system, for all UC ANR academics across multiple campuses and locations, to provide a quarterly report to leadership to illustrate trends and inform their academic staffing decisions. Manages an annual statewide survey of community educators to collect on data programmatic scope. Organizes and updates this academic and programmatic staff data in large, complex tables. 15% Prepares data for presentation in clear and compelling ways for a variety of audiences including administrators across the UC system and academics across disciplines, from senior leadership to researchers in the field, as well as UC ANR clientele/members of the public. For example, manages the programmatic and non-sensitive personnel data tasks for presentation in the online ArcGIS UC ANR Programmatic Footprint Maps. Tests maps to ensure the data is represented properly. Acts as a member of the project team that works on continued process improvements and map data enhancements. 5% Analyzes the interrelationships of data and defines logical aspects of data sets. Contributes to researching, assessing, and selecting new data reporting products. 5% Implements related business processes. Adapts processes to retrieve and analyze programmatic data when organization makes related changes. Manages proposal submission and provides process oversight for academic position planning and funding opportunities. Requirements: Bachelor's degree in related area and / or equivalent experience / training. Thorough skills in analysis and consultation. Skills to communicate complex information in a clear and concise manner both verbally and in writing. Skills in project management. Skills at a level to evaluate alternate solutions and develop recommendation. Ability to create and edit tables in Structured Query Language (SQL). Ability to work independently and with a team. Interpersonal and verbal skills to effectively communicate with diplomacy and to interact with a wide range of academics and staff. Special Conditions of Employment: Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies. The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities. As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited. As a condition of employment, you will be required to comply with the University of California Policy on Vaccination Programs , as may be amended or revised from time to time. Federal, state, or local public health directives may impose additional requirements. Exercise the utmost discretion in managing sensitive information learned in the course of performing their duties. Sensitive information includes but is not limited to employee and student records, health and patient records, financial data, strategic plans, proprietary information, and any other sensitive or non-public information learned during the course and scope of employment. Understands that sensitive information should be shared on a limited basis and actively takes steps to limit access to sensitive information to individuals who have legitimate business need to know. Ensure that sensitive information is properly safeguarded. Follow all organizational policies and laws on data protection and privacy. This includes secure handling of physical and digital records and proper usage of IT systems to prevent data leaks. The unauthorized or improper disclosure of confidential work-related information obtained from any source on any work-related matter is a violation of these expectations. Misconduct Disclosure Requirement:As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer. a. "Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct: Misconduct Disclosure Requirement:As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer. a. "Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault . click apply for full job details
12/12/2025
Full time
Research Data Analyst 3 Oakland, CA, Job ID 81754 University of California Agriculture and Natural Resources Job Description Position Summary: Gathers, analyzes, and interprets a wide variety of programmatic data. Designs and conducts data analysis. Prepares reports, charts, tables, and other visual aids to interpret and communicate data and results. Manages operations of several information systems and provides technical assistance to academic and administrative users statewide. This position is a career appointment that is 100% fixed. The home department is the Program Planning & Evaluation Department. While this position normally is based in Oakland, CA, this position is eligible for hybrid flexible work arrangements for applicants living in the State of California at this time. Please note that hybrid flexible work arrangements are subject to change by the University. Pay Scale: $88,900.00/year to $126,400.00/year Job Posting Close Date: This job is open until filled. The first application review date will be 10/24/2025. Key Responsibilities: 35% Gathers, analyzes, prepares, and summarizes the collection of information and data. Recommends approaches, trends, sources, and uses. Writes complex queries to gather programmatic data from multiple systems, using SQL in Microsoft SQL Server Management Studio and Microsoft Access, for annual reporting and ad hoc requests. Analyzes and prepares data to inform administrative and program decision making. Provides leadership to compile data for the Program Planning and Evaluation team and contributes to the analysis to meet annual federal program reporting requirements, strategic communications, and advocacy efforts. 20% Manages day-to-day operations for several information systems, including the following federal systems: The National Institute of Food Agriculture's (NIFA) Reporting System; the Research, Extension, and Education Project Online Reporting Tool; and the National Information Management and Support System, with over 500 UC ANR academic users. Provides training and technical assistance to users and to campus partners. Is a core member of the multicampus Program Reporting Group with administrative staff from the Deans' Offices. Liaises with Deans' Offices across multiple campuses and with USDA NIFA on policy and technical questions. Is a core member of the Product Owner Group for Project Board, the UC Cooperative Extension information system developed in-house, working closely with IT that is responsible for programming the system. Conducts testing when enhancements are deployed. Provides technical assistance to users statewide. Be a core team member, working with IT, to replace the publications data collection system Bibliography Project to improve administrative efficiencies. 20% Develops systems for organizing data to analyze, identify, and report trends. Structures and categorizes raw data to make it easily accessible, usable, and analyzable. Completes tasks such as data cleaning, standardization, classification, and potentially data warehousing. For example, retrieves, analyzes, and compiles UCPath data, the UC systemwide personnel system, for all UC ANR academics across multiple campuses and locations, to provide a quarterly report to leadership to illustrate trends and inform their academic staffing decisions. Manages an annual statewide survey of community educators to collect on data programmatic scope. Organizes and updates this academic and programmatic staff data in large, complex tables. 15% Prepares data for presentation in clear and compelling ways for a variety of audiences including administrators across the UC system and academics across disciplines, from senior leadership to researchers in the field, as well as UC ANR clientele/members of the public. For example, manages the programmatic and non-sensitive personnel data tasks for presentation in the online ArcGIS UC ANR Programmatic Footprint Maps. Tests maps to ensure the data is represented properly. Acts as a member of the project team that works on continued process improvements and map data enhancements. 5% Analyzes the interrelationships of data and defines logical aspects of data sets. Contributes to researching, assessing, and selecting new data reporting products. 5% Implements related business processes. Adapts processes to retrieve and analyze programmatic data when organization makes related changes. Manages proposal submission and provides process oversight for academic position planning and funding opportunities. Requirements: Bachelor's degree in related area and / or equivalent experience / training. Thorough skills in analysis and consultation. Skills to communicate complex information in a clear and concise manner both verbally and in writing. Skills in project management. Skills at a level to evaluate alternate solutions and develop recommendation. Ability to create and edit tables in Structured Query Language (SQL). Ability to work independently and with a team. Interpersonal and verbal skills to effectively communicate with diplomacy and to interact with a wide range of academics and staff. Special Conditions of Employment: Must possess valid California Driver's License to drive a County or University vehicle. Ability and means to travel on a flexible schedule as needed, proof of liability damage insurance on vehicle used is required. Reimbursement of job-related travel will be reimbursed according to University policies. The University reserves the right to make employment contingent upon successful completion of the background check. This is a designated position requiring a background check and may require fingerprinting due to the nature of the job responsibilities. UC ANR does hire people with conviction histories and reviews information received in the context of the job responsibilities. As of January 1, 2014, ANR is a smoke- and tobacco-free environment in which smoking, the use of smokeless tobacco products, and the use of unregulated nicotine products (e-cigarettes), is strictly prohibited. As a condition of employment, you will be required to comply with the University of California Policy on Vaccination Programs , as may be amended or revised from time to time. Federal, state, or local public health directives may impose additional requirements. Exercise the utmost discretion in managing sensitive information learned in the course of performing their duties. Sensitive information includes but is not limited to employee and student records, health and patient records, financial data, strategic plans, proprietary information, and any other sensitive or non-public information learned during the course and scope of employment. Understands that sensitive information should be shared on a limited basis and actively takes steps to limit access to sensitive information to individuals who have legitimate business need to know. Ensure that sensitive information is properly safeguarded. Follow all organizational policies and laws on data protection and privacy. This includes secure handling of physical and digital records and proper usage of IT systems to prevent data leaks. The unauthorized or improper disclosure of confidential work-related information obtained from any source on any work-related matter is a violation of these expectations. Misconduct Disclosure Requirement:As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer. a. "Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment, discrimination, dishonesty, or unethical conduct, as defined by the employer. For reference, below are UC's policies addressing some forms of misconduct: Misconduct Disclosure Requirement:As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer. a. "Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault . click apply for full job details
CALIBRE is an employee-owned mission focused solutions and digital transformation company, is seeking an individual who will support all missions of the National Guard Bureau J8. The analyst will be familiar with all phases of the Planning, Programming, Budgeting and Execution (PPBE) processes as exercised at the Service, Joint, and DOD levels. The analyst will participate in program and budget analysis and formulation of advice. He or she will assist in preparation and presentation of reports, briefings, and project deliverables. This is an on-site position, with opportunity for limited situational telework. Tasks include: Participate in program and budget development, analysis, and review primarily related to NGB matters. Assist in assessing issues, providing timely analysis, and developing recommendations for NGB leaders in support of their participation in senior leader forums over the program and budget cycles. Assist in developing, staffing, and finalizing NGB senior leader correspondence providing input to programming and budgeting processes and other staffing actions via ETMS2. Employ analytical skills to develop an empirical basis to support analysis and recommendations. Collaborate with staff across the NGB to develop working relationships to maintain situational awareness on programming and budgeting issues as well as to facilitate developing recommendations for leaders. Provide senior level advice and oversight in support of client requirements. Required Skills U.S. Citizen Current Secret clearance. Top Secret and eligibility for Sensitive Compartmented Information (SCI) preferred. Must possess proven analytical and strong organizational skills. Must be detail oriented and able to multi-task across concurrent initiatives. Exceptional verbal and written communication and organization skills. Advanced proficiency with groupware applications (e.g., SharePoint, MS Teams) and the Microsoft Office Suite (e.g., Excel, Word, PowerPoint., etc.). Must be able to travel. Preferred Skills: Proficiency in DOD tasking systems (e.g. CATMS, ETMS2) CDFM certification. Defense FM certification. required Experience Four to six years of experience working within the senior defense organizations in the Pentagon (Services, Joint Staff, National Guard Bureau Joint Staff, OSD). 10+ years preferred. Four to six of experience in program and budget development, analysis, and review as performed by the Army or Air Force, JS, or OSD. 10+ years preferred. Education: Bachelor's Degree from an accredited school by a national or regional accrediting agency recognized by the U.S. Department of Education. Financial or accounting focus preferred. Master's Degree preferred. Graduate of CGSC or ILE if former military officer, commensurate Professional Military Education if former military Warrant, Enlisted or Civil Service. SSC graduate preferred.
12/12/2025
Full time
CALIBRE is an employee-owned mission focused solutions and digital transformation company, is seeking an individual who will support all missions of the National Guard Bureau J8. The analyst will be familiar with all phases of the Planning, Programming, Budgeting and Execution (PPBE) processes as exercised at the Service, Joint, and DOD levels. The analyst will participate in program and budget analysis and formulation of advice. He or she will assist in preparation and presentation of reports, briefings, and project deliverables. This is an on-site position, with opportunity for limited situational telework. Tasks include: Participate in program and budget development, analysis, and review primarily related to NGB matters. Assist in assessing issues, providing timely analysis, and developing recommendations for NGB leaders in support of their participation in senior leader forums over the program and budget cycles. Assist in developing, staffing, and finalizing NGB senior leader correspondence providing input to programming and budgeting processes and other staffing actions via ETMS2. Employ analytical skills to develop an empirical basis to support analysis and recommendations. Collaborate with staff across the NGB to develop working relationships to maintain situational awareness on programming and budgeting issues as well as to facilitate developing recommendations for leaders. Provide senior level advice and oversight in support of client requirements. Required Skills U.S. Citizen Current Secret clearance. Top Secret and eligibility for Sensitive Compartmented Information (SCI) preferred. Must possess proven analytical and strong organizational skills. Must be detail oriented and able to multi-task across concurrent initiatives. Exceptional verbal and written communication and organization skills. Advanced proficiency with groupware applications (e.g., SharePoint, MS Teams) and the Microsoft Office Suite (e.g., Excel, Word, PowerPoint., etc.). Must be able to travel. Preferred Skills: Proficiency in DOD tasking systems (e.g. CATMS, ETMS2) CDFM certification. Defense FM certification. required Experience Four to six years of experience working within the senior defense organizations in the Pentagon (Services, Joint Staff, National Guard Bureau Joint Staff, OSD). 10+ years preferred. Four to six of experience in program and budget development, analysis, and review as performed by the Army or Air Force, JS, or OSD. 10+ years preferred. Education: Bachelor's Degree from an accredited school by a national or regional accrediting agency recognized by the U.S. Department of Education. Financial or accounting focus preferred. Master's Degree preferred. Graduate of CGSC or ILE if former military officer, commensurate Professional Military Education if former military Warrant, Enlisted or Civil Service. SSC graduate preferred.
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 will be located in our Charlotte, NC office. Relocation assistance is not available for this position. We are seeking a proactive and innovative AML/Fraud Reporting Team Manager to lead our reporting efforts in the fight against financial crime. In this role, you will oversee the development and delivery of critical second line AML, Fraud, and other operational reports, ensuring EMG and Operations stakeholders have the information they need to effectively manage risk. The ideal candidate possesses a strong technical background, a deep understanding of AML and Fraud business processes, and outstanding leadership skills. You will manage a team of report developers, collaborate with IT, and be adept at adapting to unforeseen circumstances with creative solutions to ensure accurate and timely reporting. Manages teams on using data from internal and external sources to provide insight to analyst and decision-makers. Manages a team responsible for collaborating with stakeholders and other data and analytical leaders to define data and analytic needs for business functions. Prototypes solutions for displaying information based on business needs. Provides consultation to users and lead cross-functional teams to address business issues. What you'll do: Collaborates with other data analyst and IT leaders across the Enterprise to implement an information strategy. Understands and supports the execution of the business intelligence strategic plan and partners with the business on determining compliant support solutions. Consults and advises business partners on decision support solutions. Ensures teams maintain understanding of business processes and high end-user satisfaction through meaningful partnerships. Encourages innovation, provides direction on work prioritization, manages capacity, assists with problem resolution. Responsible for direct report performance management, talent development, and career progression planning. Accountable for teamwork product volume, quality, and business value delivery. Serves as a liaison between the business and IT teams to build USAA core information delivery capabilities. Maintains industry expertise; advises and applies best practices in business intelligence solutions and platforms, usability testing, experience design and storytelling. Partners with line of business and Enterprise teams to ensure adherence to information governance and management standards. 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 in quantitative analytics field such as Economics, Finance, Statistics, Mathematics, Actuarial Sciences, Operations Research, Data and/or Business Analysis, Data Science or other quantitative discipline; OR 4 years of related work experience in statistics, mathematics or quantitative analytics (10 years of experience in lieu of degree). 6 years of experience in data and analytics, technical or business-relevant function OR if advanced degree in a STEM discipline, 4 or more years' experience in data and analytics, technical, or business-relevant function. 2 years of direct team lead, supervisory or management experience. Experience in authoring and gathering requirements for moderately complex business intelligence solutions. Demonstrated facilitation, collaboration and consensus building skills, with experience in presenting to cross-functional teams. Demonstrated experience applying business intelligence practices, methods, and problem-solving strategies. Experience leading and coaching others in understanding and translating needs into requirements. Knowledge of relevant regulatory compliance, industry regulations, risk management practices, and regulatory data sources. Advanced experience developing business deliverables that leverage business intelligence platforms, data management platforms, or SQL-based languages (Tableau, Business Objects, Snowflake, Hadoop, Netezza, NoSQL, ANSI SQL, or related). Demonstrated the ability to embed intuitive story telling within the business intelligence solutions and platforms including concise presentation of complex technical details. What sets you apart: Familiar with USAA AML processes, procedures, and reporting standards. Knowledge of USAA data structure and data governance standards. Proven background in Anti-Money Laundering (AML) and/or Fraud Investigations. Familiarity in financial crimes concepts, including transaction monitoring, AML and Fraud investigations, and case management systems. Mastery of AML, Fraud, CTR, OFAC, PEP/NN, KYC, QA/QC concepts, terminology, regulatory requirements, and data table structures as foundational domains to oversee the development and delivery of critical AML, Fraud, and other related operational, management, and regulatory reporting and metrics. Advanced analytical skills with expertise in understanding business problems and translate to technical and reporting solutions, with strong attention to detail. Excellent communication and collaboration skills for working with cross-functional teams; ability to bridge the gap between technical features and business needs. Proven ability to lead diverse teams with varied skill sets to achieve common goals. This includes effectively assigning projects, tracking progress, and empowering team members to resolve obstacles independently. The ideal candidate also possesses strong negotiation skills and sound judgment in determining when and how to escalate issues appropriately. Technical Proficiency: Expertise in Snowflake, including data modeling, advanced SQL development, and performance tuning. Proficiency in Universe Design Tool (UDT) and/or Information Design Tool (IDT). Experience developing complex WebI reports with custom calculations, filters, prompts, and sections. Solid understanding of SQL, relational databases (e.g., Snowflake, Oracle, Microsoft SQL Server, etc.), data modeling principles, and cloud data architecture. Experience with multiple programming languages/environments (e.g., Python, SAS, SQL, etc.). Experience with reporting tools/technology (e.g., Tableau, Business Objects, SalesForce, Dremio, etc.). Experience working with large datasets and optimizing report performance. 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.
12/11/2025
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 will be located in our Charlotte, NC office. Relocation assistance is not available for this position. We are seeking a proactive and innovative AML/Fraud Reporting Team Manager to lead our reporting efforts in the fight against financial crime. In this role, you will oversee the development and delivery of critical second line AML, Fraud, and other operational reports, ensuring EMG and Operations stakeholders have the information they need to effectively manage risk. The ideal candidate possesses a strong technical background, a deep understanding of AML and Fraud business processes, and outstanding leadership skills. You will manage a team of report developers, collaborate with IT, and be adept at adapting to unforeseen circumstances with creative solutions to ensure accurate and timely reporting. Manages teams on using data from internal and external sources to provide insight to analyst and decision-makers. Manages a team responsible for collaborating with stakeholders and other data and analytical leaders to define data and analytic needs for business functions. Prototypes solutions for displaying information based on business needs. Provides consultation to users and lead cross-functional teams to address business issues. What you'll do: Collaborates with other data analyst and IT leaders across the Enterprise to implement an information strategy. Understands and supports the execution of the business intelligence strategic plan and partners with the business on determining compliant support solutions. Consults and advises business partners on decision support solutions. Ensures teams maintain understanding of business processes and high end-user satisfaction through meaningful partnerships. Encourages innovation, provides direction on work prioritization, manages capacity, assists with problem resolution. Responsible for direct report performance management, talent development, and career progression planning. Accountable for teamwork product volume, quality, and business value delivery. Serves as a liaison between the business and IT teams to build USAA core information delivery capabilities. Maintains industry expertise; advises and applies best practices in business intelligence solutions and platforms, usability testing, experience design and storytelling. Partners with line of business and Enterprise teams to ensure adherence to information governance and management standards. 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 in quantitative analytics field such as Economics, Finance, Statistics, Mathematics, Actuarial Sciences, Operations Research, Data and/or Business Analysis, Data Science or other quantitative discipline; OR 4 years of related work experience in statistics, mathematics or quantitative analytics (10 years of experience in lieu of degree). 6 years of experience in data and analytics, technical or business-relevant function OR if advanced degree in a STEM discipline, 4 or more years' experience in data and analytics, technical, or business-relevant function. 2 years of direct team lead, supervisory or management experience. Experience in authoring and gathering requirements for moderately complex business intelligence solutions. Demonstrated facilitation, collaboration and consensus building skills, with experience in presenting to cross-functional teams. Demonstrated experience applying business intelligence practices, methods, and problem-solving strategies. Experience leading and coaching others in understanding and translating needs into requirements. Knowledge of relevant regulatory compliance, industry regulations, risk management practices, and regulatory data sources. Advanced experience developing business deliverables that leverage business intelligence platforms, data management platforms, or SQL-based languages (Tableau, Business Objects, Snowflake, Hadoop, Netezza, NoSQL, ANSI SQL, or related). Demonstrated the ability to embed intuitive story telling within the business intelligence solutions and platforms including concise presentation of complex technical details. What sets you apart: Familiar with USAA AML processes, procedures, and reporting standards. Knowledge of USAA data structure and data governance standards. Proven background in Anti-Money Laundering (AML) and/or Fraud Investigations. Familiarity in financial crimes concepts, including transaction monitoring, AML and Fraud investigations, and case management systems. Mastery of AML, Fraud, CTR, OFAC, PEP/NN, KYC, QA/QC concepts, terminology, regulatory requirements, and data table structures as foundational domains to oversee the development and delivery of critical AML, Fraud, and other related operational, management, and regulatory reporting and metrics. Advanced analytical skills with expertise in understanding business problems and translate to technical and reporting solutions, with strong attention to detail. Excellent communication and collaboration skills for working with cross-functional teams; ability to bridge the gap between technical features and business needs. Proven ability to lead diverse teams with varied skill sets to achieve common goals. This includes effectively assigning projects, tracking progress, and empowering team members to resolve obstacles independently. The ideal candidate also possesses strong negotiation skills and sound judgment in determining when and how to escalate issues appropriately. Technical Proficiency: Expertise in Snowflake, including data modeling, advanced SQL development, and performance tuning. Proficiency in Universe Design Tool (UDT) and/or Information Design Tool (IDT). Experience developing complex WebI reports with custom calculations, filters, prompts, and sections. Solid understanding of SQL, relational databases (e.g., Snowflake, Oracle, Microsoft SQL Server, etc.), data modeling principles, and cloud data architecture. Experience with multiple programming languages/environments (e.g., Python, SAS, SQL, etc.). Experience with reporting tools/technology (e.g., Tableau, Business Objects, SalesForce, Dremio, etc.). Experience working with large datasets and optimizing report performance. 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.
University of Illinois Foundation
Chicago, Illinois
Description: UNIVERSITY OF ILLINOIS FOUNDATION has an immediate opening for an Senior Prospect Development Analyst, University Initiatives-UIC The University of Illinois Foundation is the official fundraising and private gift-receiving organization of the University of Illinois. It works closely with alumni and friends, faculty and staff, corporations and foundations, as well as campus development professionals to create fundraising programs and opportunities that benefit the University. The Senior Prospect Development Analyst, University Initiatives, supports university-wide fundraising efforts by leading research initiatives focused on principal and chancellor-level prospects. Reporting to the Director of Research and Portfolio Management, UIF with a dotted reporting line to the Senior Director of Development, University Initiatives, this position serves as the lead researcher for top-tier prospects and will primarily focus on principal gift-level prospect identification, research, and reporting, and will monitor and offer strategic consultative support for the development of the principal gift pipeline. This position will combine reactive research with proactive discovery to identify individuals and organizations with the capacity and alignment to make a significant impact on UIC's mission. DUTIES AND RESPONSIBILITIES: Serve as the lead researcher for university-wide initiatives, principal gifts, and chancellor-level prospects, delivering comprehensive, strategic research to inform high-level cultivation and solicitation strategies. Proactively identify new high-net-worth individuals, foundations, and organizations aligned with UIC's mission and strategic priorities. Collaborate with the senior director of development for university initiatives and director of principal gift engagement to provide insight and recommendations on prospects' interests, giving capacity, philanthropic affiliations, and potential pathways to engagement. Develop detailed prospect profiles and briefing information in support of major, principal and transformational gift activities. Monitor philanthropic trends, industry news, and donor movement to identify emerging opportunities and challenges for engagement. Maintain University of Illinois Foundation standards, in accordance with University of Illinois Development Policies, Processes and Procedures, and maintain high standards for data accuracy, privacy and compliance in all research and prospect development activities. Leverage internal database, external tools, and analytical resources to develop insights on wealth, capacity and philanthropic alignment. Support senior leadership with tailored research deliverables to guide high-level engagement strategies. Monitor daily media alerts on top prospects and share information relevant to prospect strategies with appropriate team members. Establish a deep understanding of the top prospects and ensure that research and information in all systems is kept current and available. Read contact reports related to all top prospects. Maintain the highest standards of discretion and confidentiality. REQUIRED QUALIFICATIONS: A minimum of 8 years of experience in prospect research, prospect development, or related advancement roles, preferably in a complex academic or research environment. Demonstrated experience conducting high-level research for principal and transformative gift prospects. Deep knowledge of wealth screening tools, databases and CRM systems (e.g., Blackbaud). Proven ability to synthesize complex data into concise, strategic recommendations for senior stakeholders. Knowledge of evaluating and analyzing financial information including SEC filings, government documents, deeds and property tax assessments, and other wealth documents to assess potential philanthropic capacity. Excellent written and verbal communication skills, with the ability to present findings to a range of audiences including senior leadership. Strong understanding of fundraising and development strategy, particularly within principal and major gift contexts. Bachelor's degree required; advanced degree or relevant certifications in research, library science, nonprofit management, or related fields preferred. Application Deadline: January 4th, 2026 The starting salary range for this position is projected to be $62,000 - $68,000 per year. While our job postings include salary ranges, your compensation will be based on your specific experience and qualifications-we're not limited by these posted ranges. Your comprehensive benefits package includes medical, vision, and dental coverage, company paid life insurance, generous vacation time including 24 days annually, and more. Generous pension benefits are also included. We invest in your present and future wellbeing, providing the support you need to succeed. Application Process: For full consideration for the role, all candidates must complete an online application and include a cover letter and resume. Candidates may create a profile through . For further information regarding application procedures, contact Foundation Human Resources at . THE UNIVERSITY OF ILLINOIS FOUNDATION IS AN EQUAL OPPORTUNITY EMPLOYER Requirements: PIe5f134053b68-2341
12/11/2025
Full time
Description: UNIVERSITY OF ILLINOIS FOUNDATION has an immediate opening for an Senior Prospect Development Analyst, University Initiatives-UIC The University of Illinois Foundation is the official fundraising and private gift-receiving organization of the University of Illinois. It works closely with alumni and friends, faculty and staff, corporations and foundations, as well as campus development professionals to create fundraising programs and opportunities that benefit the University. The Senior Prospect Development Analyst, University Initiatives, supports university-wide fundraising efforts by leading research initiatives focused on principal and chancellor-level prospects. Reporting to the Director of Research and Portfolio Management, UIF with a dotted reporting line to the Senior Director of Development, University Initiatives, this position serves as the lead researcher for top-tier prospects and will primarily focus on principal gift-level prospect identification, research, and reporting, and will monitor and offer strategic consultative support for the development of the principal gift pipeline. This position will combine reactive research with proactive discovery to identify individuals and organizations with the capacity and alignment to make a significant impact on UIC's mission. DUTIES AND RESPONSIBILITIES: Serve as the lead researcher for university-wide initiatives, principal gifts, and chancellor-level prospects, delivering comprehensive, strategic research to inform high-level cultivation and solicitation strategies. Proactively identify new high-net-worth individuals, foundations, and organizations aligned with UIC's mission and strategic priorities. Collaborate with the senior director of development for university initiatives and director of principal gift engagement to provide insight and recommendations on prospects' interests, giving capacity, philanthropic affiliations, and potential pathways to engagement. Develop detailed prospect profiles and briefing information in support of major, principal and transformational gift activities. Monitor philanthropic trends, industry news, and donor movement to identify emerging opportunities and challenges for engagement. Maintain University of Illinois Foundation standards, in accordance with University of Illinois Development Policies, Processes and Procedures, and maintain high standards for data accuracy, privacy and compliance in all research and prospect development activities. Leverage internal database, external tools, and analytical resources to develop insights on wealth, capacity and philanthropic alignment. Support senior leadership with tailored research deliverables to guide high-level engagement strategies. Monitor daily media alerts on top prospects and share information relevant to prospect strategies with appropriate team members. Establish a deep understanding of the top prospects and ensure that research and information in all systems is kept current and available. Read contact reports related to all top prospects. Maintain the highest standards of discretion and confidentiality. REQUIRED QUALIFICATIONS: A minimum of 8 years of experience in prospect research, prospect development, or related advancement roles, preferably in a complex academic or research environment. Demonstrated experience conducting high-level research for principal and transformative gift prospects. Deep knowledge of wealth screening tools, databases and CRM systems (e.g., Blackbaud). Proven ability to synthesize complex data into concise, strategic recommendations for senior stakeholders. Knowledge of evaluating and analyzing financial information including SEC filings, government documents, deeds and property tax assessments, and other wealth documents to assess potential philanthropic capacity. Excellent written and verbal communication skills, with the ability to present findings to a range of audiences including senior leadership. Strong understanding of fundraising and development strategy, particularly within principal and major gift contexts. Bachelor's degree required; advanced degree or relevant certifications in research, library science, nonprofit management, or related fields preferred. Application Deadline: January 4th, 2026 The starting salary range for this position is projected to be $62,000 - $68,000 per year. While our job postings include salary ranges, your compensation will be based on your specific experience and qualifications-we're not limited by these posted ranges. Your comprehensive benefits package includes medical, vision, and dental coverage, company paid life insurance, generous vacation time including 24 days annually, and more. Generous pension benefits are also included. We invest in your present and future wellbeing, providing the support you need to succeed. Application Process: For full consideration for the role, all candidates must complete an online application and include a cover letter and resume. Candidates may create a profile through . For further information regarding application procedures, contact Foundation Human Resources at . THE UNIVERSITY OF ILLINOIS FOUNDATION IS AN EQUAL OPPORTUNITY EMPLOYER Requirements: PIe5f134053b68-2341
Summary: View the Distribution System's finance and rewards structure broadly via helping to design rewards and then partnering to support office financials. Work with Field and Home Office Leaders to interpret office financials, influence Field Office decision making with financial analysis, and proactively identify risks, issues and opportunities for deeper analysis. Involved in the design projects involving the evaluation, resolution and implementation of Field compensation, benefits and recognition programs considering the implications of all stakeholders. Provide guidance and support to the Field consultation roles (e.g., Principals and Field financial consultants) and the Field offices you support. Primary Duties & Responsibilities: Proactively identify Network Office financial issues and assist the Principals and internal management in resolving by providing research and resolution options, considering financial performance management standards, guidelines and accountabilities. Participate in interdepartmental projects related to the development of Field compensation, benefits and recognition for products or distribution initiatives. Perform analysis required for the assignment, including development of financial models. Manage the project work including the scope, schedule and documentation of research, analysis, modeling and presentation of implications to all stakeholders (financial representatives, Field management and policyowner/home office). Develop educational and promotional materials regarding the financial representative and Field management compensation packages. Provide guidance to company and Field regarding compensation, benefit and recognition programs through consultations. Prepares financial scenarios using various financial modeling tools and concepts (Budgeting, Forecasting, NPV, ROI, etc. ) to direct decisions about investments in the Office. Collaborate with the regional team, Field business partners and internal management to assess, define or propose investment strategies for the Office. Regular review of financial results with Field and Home Office leaders assessing against budget, forecast and peer performance to identify areas of risk and opportunity for additional operational focus. Gather and review competitor information to prepare comparisons to the company's Field compensation offerings. Provide guidance to company and Field individuals on competitor compensation. Knowledge, Skills, & Abilities: Bachelor's Degree in Accounting, Finance, Actuarial Science, Mathematics or Economics MBA, CFA or other relevant advanced degree preferred, but not required Minimum of 5 years of related business experience working with financial statements, performing financial analysis & modeling using spreadsheet tools Strong analytical skills with the proven ability to analyze business problems and make decisions Demonstrated independent leadership and project management skills High degree of personal initiative and ability to work independently managing multiple projects simultaneously in a fast-paced environment Demonstrated ability to build rapport and influence at all levels within the Home Office and Field and participate in a cooperative team environment, comfortable working in a highly matrixed organization 5-10% travel time required Compensation Range: Pay Range - Start: $76,650.00 Pay Range - End: $142,350.00 Geographic Specific Pay Structure: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. Skills Analytical Thinking (NM) - Advanced, Prioritization (NM) - Intermediate, Root Cause Analysis & Decision Quality (NM) - Intermediate, Adaptive Communication (NM) - Advanced, Emotional Intelligence (NM) - Intermediate, Cross Functional Partnering & Planning (NM) - Intermediate, Client Engagement & Influence (NM) - Intermediate, Consulting (NM) - Intermediate, Learning Agility & Critical Thinking (NM) - Advanced, Interpersonal Savvy (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Field Advocacy (NM) - Intermediate FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Science,
12/11/2025
Full time
Summary: View the Distribution System's finance and rewards structure broadly via helping to design rewards and then partnering to support office financials. Work with Field and Home Office Leaders to interpret office financials, influence Field Office decision making with financial analysis, and proactively identify risks, issues and opportunities for deeper analysis. Involved in the design projects involving the evaluation, resolution and implementation of Field compensation, benefits and recognition programs considering the implications of all stakeholders. Provide guidance and support to the Field consultation roles (e.g., Principals and Field financial consultants) and the Field offices you support. Primary Duties & Responsibilities: Proactively identify Network Office financial issues and assist the Principals and internal management in resolving by providing research and resolution options, considering financial performance management standards, guidelines and accountabilities. Participate in interdepartmental projects related to the development of Field compensation, benefits and recognition for products or distribution initiatives. Perform analysis required for the assignment, including development of financial models. Manage the project work including the scope, schedule and documentation of research, analysis, modeling and presentation of implications to all stakeholders (financial representatives, Field management and policyowner/home office). Develop educational and promotional materials regarding the financial representative and Field management compensation packages. Provide guidance to company and Field regarding compensation, benefit and recognition programs through consultations. Prepares financial scenarios using various financial modeling tools and concepts (Budgeting, Forecasting, NPV, ROI, etc. ) to direct decisions about investments in the Office. Collaborate with the regional team, Field business partners and internal management to assess, define or propose investment strategies for the Office. Regular review of financial results with Field and Home Office leaders assessing against budget, forecast and peer performance to identify areas of risk and opportunity for additional operational focus. Gather and review competitor information to prepare comparisons to the company's Field compensation offerings. Provide guidance to company and Field individuals on competitor compensation. Knowledge, Skills, & Abilities: Bachelor's Degree in Accounting, Finance, Actuarial Science, Mathematics or Economics MBA, CFA or other relevant advanced degree preferred, but not required Minimum of 5 years of related business experience working with financial statements, performing financial analysis & modeling using spreadsheet tools Strong analytical skills with the proven ability to analyze business problems and make decisions Demonstrated independent leadership and project management skills High degree of personal initiative and ability to work independently managing multiple projects simultaneously in a fast-paced environment Demonstrated ability to build rapport and influence at all levels within the Home Office and Field and participate in a cooperative team environment, comfortable working in a highly matrixed organization 5-10% travel time required Compensation Range: Pay Range - Start: $76,650.00 Pay Range - End: $142,350.00 Geographic Specific Pay Structure: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. Skills Analytical Thinking (NM) - Advanced, Prioritization (NM) - Intermediate, Root Cause Analysis & Decision Quality (NM) - Intermediate, Adaptive Communication (NM) - Advanced, Emotional Intelligence (NM) - Intermediate, Cross Functional Partnering & Planning (NM) - Intermediate, Client Engagement & Influence (NM) - Intermediate, Consulting (NM) - Intermediate, Learning Agility & Critical Thinking (NM) - Advanced, Interpersonal Savvy (NM) - Intermediate, Customer Centricity (NM) - Intermediate, Field Advocacy (NM) - Intermediate FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Science,
Northwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment grade privately placed debt market. Collectively, the team manages $65B of AUM. NMC manages capital primarily for The Northwestern Mutual Life Insurance Company, a highly rated life insurance company with a 165+ year legacy. The stability of our capital base has led private equity firms and corporations around the world to rely on NMC for strategic funding to support leveraged transactions and capital investments. Please note, this opening is for Summer 2026 Openings The Analyst position is a two to three-year assignment, and high performers can expect increasing responsibility. Analyst Responsibilities: Analyze and evaluate private equity and private credit investments across a wide range of industries. Analyze and evaluate private equity and private credit investments across a wide range of industries. Develop investment theses. Develop investment theses. Perform detailed financial analysis and modeling. Perform detailed financial analysis and modeling. Assist in the writing of investment memos and contribute to investment committee discussions. Assist in the writing of investment memos and contribute to investment committee discussions. Cultivate relationships with internal and external stakeholders, including senior level executives, legal counsels, investment bankers, and private equity sponsors. Cultivate relationships with internal and external stakeholders, including senior level executives, legal counsels, investment bankers, and private equity sponsors. Actively monitor portfolio performance. Actively monitor portfolio performance. Qualifications: Four-year undergraduate degree in finance, accounting, economics, or mathematics and a track record of academic excellence. Four-year undergraduate degree in finance, accounting, economics, or mathematics and a track record of academic excellence. A broad knowledge of investments, an understanding of economic forces affecting a wide range of industries, proficiency in accounting, and strong computer modeling skills, and intellectual curiosity. A broad knowledge of investments, an understanding of economic forces affecting a wide range of industries, proficiency in accounting, and strong computer modeling skills, and intellectual curiosity. Strong interpersonal skills including written / oral communication and relationship building. Strong interpersonal skills including written / oral communication and relationship building. 0-3 years of prior experience in investment banking, equity research, leveraged finance or other related roles. 0-3 years of prior experience in investment banking, equity research, leveraged finance or other related roles. Compensation Range: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for additional information pertaining to compensation and benefits. Skills Investment Underwriting, Financial Analysis, Financial Writing, Investment Presentations, Investment Valuation, Financial Modeling, Data Integrity FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Finance,
12/11/2025
Full time
Northwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment grade privately placed debt market. Collectively, the team manages $65B of AUM. NMC manages capital primarily for The Northwestern Mutual Life Insurance Company, a highly rated life insurance company with a 165+ year legacy. The stability of our capital base has led private equity firms and corporations around the world to rely on NMC for strategic funding to support leveraged transactions and capital investments. Please note, this opening is for Summer 2026 Openings The Analyst position is a two to three-year assignment, and high performers can expect increasing responsibility. Analyst Responsibilities: Analyze and evaluate private equity and private credit investments across a wide range of industries. Analyze and evaluate private equity and private credit investments across a wide range of industries. Develop investment theses. Develop investment theses. Perform detailed financial analysis and modeling. Perform detailed financial analysis and modeling. Assist in the writing of investment memos and contribute to investment committee discussions. Assist in the writing of investment memos and contribute to investment committee discussions. Cultivate relationships with internal and external stakeholders, including senior level executives, legal counsels, investment bankers, and private equity sponsors. Cultivate relationships with internal and external stakeholders, including senior level executives, legal counsels, investment bankers, and private equity sponsors. Actively monitor portfolio performance. Actively monitor portfolio performance. Qualifications: Four-year undergraduate degree in finance, accounting, economics, or mathematics and a track record of academic excellence. Four-year undergraduate degree in finance, accounting, economics, or mathematics and a track record of academic excellence. A broad knowledge of investments, an understanding of economic forces affecting a wide range of industries, proficiency in accounting, and strong computer modeling skills, and intellectual curiosity. A broad knowledge of investments, an understanding of economic forces affecting a wide range of industries, proficiency in accounting, and strong computer modeling skills, and intellectual curiosity. Strong interpersonal skills including written / oral communication and relationship building. Strong interpersonal skills including written / oral communication and relationship building. 0-3 years of prior experience in investment banking, equity research, leveraged finance or other related roles. 0-3 years of prior experience in investment banking, equity research, leveraged finance or other related roles. Compensation Range: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives. If you work or would be working in California, Colorado, New York City, Washington or outside of a Corporate location, please click here for additional information pertaining to compensation and benefits. Skills Investment Underwriting, Financial Analysis, Financial Writing, Investment Presentations, Investment Valuation, Financial Modeling, Data Integrity FIND YOUR FUTURE We're excited about the potential people bring to Northwestern Mutual. You can grow your career here while enjoying first-class perks, benefits, and our commitment to a culture of belonging. Flexible work schedules Concierge service Comprehensive benefits Employee resource groups PandoLogic. Category:Finance,
We are more than a health system. We are a belief system. We believe wellness and sickness are both part of a lifelong partnership, and that everyone could use an expert guide. We work hard, care deeply and reach further to help people uncover their own power to be healthy. We inspire hope. We learn, grow, and achieve more - in our careers and in our communities. Job Description Summary: This position is responsible for preparing and reviewing the Medicare and Medicaid cost reports for all OhioHealth entities. • This position will be responsible for ensuring the appropriate governmental (Medicare and Medicaid) reimbursement is received for OhioHealth. • This position is primarily responsible for the proactive calculations and modeling of new regulatory changes and impacts as well as variance analysis of third-party liability accounts. Provides supporting work papers and documentation for third-party inquires. • This position has supervisory oversight of the Reimbursement Analyst daily work schedule including flow of information, teaching of reimbursement fundamentals and principals, review of work and setting daily priorities. • This positon supports the Director of Revenue and Reimbursement and Manager of Reimbursement with many special analysis throughout the year associated with revenue cycle, charge analysis, regulatory and financial reporting. • The Senior Reimbursement Consultant will be a subject matter expert in the following areas, S-10, Wage Index, Bad Debts, Medicare Audits, Disproportionate Share, Indirect Medical Education, Graduate Medical Education, and Governmental Logs, (HCAP, UPL and Franchise Fee programs in the state of Ohio) as well as special projects as assigned. • Extensive knowledge of Medicare and Medicaid cost reporting and reimbursement and remaining up to date with all regulatory requirements, both federal and state is required. • The Reimbursement Consultant position leads, advises and consults various reimbursement financial projects, as well as special projects throughout the year and needs to be able to delegate direct reports assigned to the project or process while staying connected to both the pertinent details as well as the high level strategic purpose. • The Senior Reimbursement Consultant is required to use extensive interpersonal skills in communicating with all management levels at OhioHealth. • This role functions in a heavily matrixed environment and requires strong prioritization, communication and planning skills. Responsibilities And Duties: Consulting and oversite of key areas at OhioHealth in the central Ohio facilities as well as non-central Ohio facilities in the reimbursement functions. Knowledge in the following areas: Reimbursement functions: Subject matter expert on CMS cost reporting, disproportionate share (DSH), Uncompensated Care, Bad debt reporting, IME/GME, Medicare Wage Index, S-10 reporting, Tricare and 855's, Ohio Medicaid, HCAP, UPL and Franchise Fee programs. Knowledge of Acute Care Hospitals, Critical Access Hospitals, Sole Community Hospitals and Rural Health Clinics. Knowledge of reimbursement in specialty areas such psych, inpatient rehabilitation units, Home Health and Hospice. Projects as assigned by Director of Revenue and Reimbursement and Manager of Reimbursement. Provide Director of Revenue and Reimbursement and Manager with updates. CGS audits and auditors Working with our legal vendor for Medicare Appeals. Working with OHA and CBSA facilities on wage index opportunities Special projects / analysis as assigned by the Director of Revenue and Reimbursement and Manager of Reimbursement. Minimum Qualifications: Bachelor's Degree: Finance (Required) Additional Job Description: BS or BA in Accounting or Finance. Hospital and/or healthcare industry experience. Understanding of the CMS prospective payment system and State of Ohio regulations. Minimum of 4 years' experience in the healthcare industry. Strong team development and delegations skills. Excellent communication and presentation skills. SPECIALIZED KNOWLEDGE Min: Proficiency in Microsoft applications, knowledge of clinical & financial patient management systems, demonstrated ability in financial analysis and cost reporting. DESIRED ATTRIBUTES CPA, MHA or MBA. Experience with Medicare/Medicaid cost reporting 4 - 6 years as a Sr. Reimbursement Analyst or similar position(s). Work Shift: Day Scheduled Weekly Hours : 40 Department Reimbursement Join us! if your passion is to work in a caring environment if you believe that learning is a life-long process if you strive for excellence and want to be among the best in the healthcare industry Equal Employment Opportunity OhioHealth is an equal opportunity employer and fully supports and maintains compliance with all state, federal, and local regulations. OhioHealth does not discriminate against associates or applicants because of race, color, genetic information, religion, sex, sexual orientation, gender identity or expression, age, ancestry, national origin, veteran status, military status, pregnancy, disability, marital status, familial status, or other characteristics protected by law. Equal employment is extended to all person in all aspects of the associate-employer relationship including recruitment, hiring, training, promotion, transfer, compensation, discipline, reduction in staff, termination, assignment of benefits, and any other term or condition of employment Remote Work Disclaimer: Positions marked as remote are only eligible for work from Ohio.
12/11/2025
Full time
We are more than a health system. We are a belief system. We believe wellness and sickness are both part of a lifelong partnership, and that everyone could use an expert guide. We work hard, care deeply and reach further to help people uncover their own power to be healthy. We inspire hope. We learn, grow, and achieve more - in our careers and in our communities. Job Description Summary: This position is responsible for preparing and reviewing the Medicare and Medicaid cost reports for all OhioHealth entities. • This position will be responsible for ensuring the appropriate governmental (Medicare and Medicaid) reimbursement is received for OhioHealth. • This position is primarily responsible for the proactive calculations and modeling of new regulatory changes and impacts as well as variance analysis of third-party liability accounts. Provides supporting work papers and documentation for third-party inquires. • This position has supervisory oversight of the Reimbursement Analyst daily work schedule including flow of information, teaching of reimbursement fundamentals and principals, review of work and setting daily priorities. • This positon supports the Director of Revenue and Reimbursement and Manager of Reimbursement with many special analysis throughout the year associated with revenue cycle, charge analysis, regulatory and financial reporting. • The Senior Reimbursement Consultant will be a subject matter expert in the following areas, S-10, Wage Index, Bad Debts, Medicare Audits, Disproportionate Share, Indirect Medical Education, Graduate Medical Education, and Governmental Logs, (HCAP, UPL and Franchise Fee programs in the state of Ohio) as well as special projects as assigned. • Extensive knowledge of Medicare and Medicaid cost reporting and reimbursement and remaining up to date with all regulatory requirements, both federal and state is required. • The Reimbursement Consultant position leads, advises and consults various reimbursement financial projects, as well as special projects throughout the year and needs to be able to delegate direct reports assigned to the project or process while staying connected to both the pertinent details as well as the high level strategic purpose. • The Senior Reimbursement Consultant is required to use extensive interpersonal skills in communicating with all management levels at OhioHealth. • This role functions in a heavily matrixed environment and requires strong prioritization, communication and planning skills. Responsibilities And Duties: Consulting and oversite of key areas at OhioHealth in the central Ohio facilities as well as non-central Ohio facilities in the reimbursement functions. Knowledge in the following areas: Reimbursement functions: Subject matter expert on CMS cost reporting, disproportionate share (DSH), Uncompensated Care, Bad debt reporting, IME/GME, Medicare Wage Index, S-10 reporting, Tricare and 855's, Ohio Medicaid, HCAP, UPL and Franchise Fee programs. Knowledge of Acute Care Hospitals, Critical Access Hospitals, Sole Community Hospitals and Rural Health Clinics. Knowledge of reimbursement in specialty areas such psych, inpatient rehabilitation units, Home Health and Hospice. Projects as assigned by Director of Revenue and Reimbursement and Manager of Reimbursement. Provide Director of Revenue and Reimbursement and Manager with updates. CGS audits and auditors Working with our legal vendor for Medicare Appeals. Working with OHA and CBSA facilities on wage index opportunities Special projects / analysis as assigned by the Director of Revenue and Reimbursement and Manager of Reimbursement. Minimum Qualifications: Bachelor's Degree: Finance (Required) Additional Job Description: BS or BA in Accounting or Finance. Hospital and/or healthcare industry experience. Understanding of the CMS prospective payment system and State of Ohio regulations. Minimum of 4 years' experience in the healthcare industry. Strong team development and delegations skills. Excellent communication and presentation skills. SPECIALIZED KNOWLEDGE Min: Proficiency in Microsoft applications, knowledge of clinical & financial patient management systems, demonstrated ability in financial analysis and cost reporting. DESIRED ATTRIBUTES CPA, MHA or MBA. Experience with Medicare/Medicaid cost reporting 4 - 6 years as a Sr. Reimbursement Analyst or similar position(s). Work Shift: Day Scheduled Weekly Hours : 40 Department Reimbursement Join us! if your passion is to work in a caring environment if you believe that learning is a life-long process if you strive for excellence and want to be among the best in the healthcare industry Equal Employment Opportunity OhioHealth is an equal opportunity employer and fully supports and maintains compliance with all state, federal, and local regulations. OhioHealth does not discriminate against associates or applicants because of race, color, genetic information, religion, sex, sexual orientation, gender identity or expression, age, ancestry, national origin, veteran status, military status, pregnancy, disability, marital status, familial status, or other characteristics protected by law. Equal employment is extended to all person in all aspects of the associate-employer relationship including recruitment, hiring, training, promotion, transfer, compensation, discipline, reduction in staff, termination, assignment of benefits, and any other term or condition of employment Remote Work Disclaimer: Positions marked as remote are only eligible for work from Ohio.
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 Development Product Owner Senior, you will serve as a direct representative of the business on the Eligibility and Verification Governance team. Attain, understand, and communicate business vision and needs in order to write and refine user stories, prioritize work, and provide guidance to technical teams. Use critical thinking, problem solving, and Agile principles to partner with business owners, subject matter experts, and the development team to build effective solutions. Possess an advanced knowledge and understanding of and ability to work within multiple delivery methodologies, including Agile and other approaches, to deliver business value. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in the San Antonio, TX office. Relocation assistance is not available for this position. 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 and/or features to support effective and compliant solutions while balancing investment and business value. Owns and maintains a prioritized work backlog for one or more Agile teams. Product backlog includes complete user stories 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 direct representative of the business with one or more delivery teams, representing the customers' perspective 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 and release in alignment with program and/or product road maps. Partners with sponsors, stakeholders, and IT to facilitate, define and document relevant business processes, gaining an advanced understanding of the needs, measures, and risks & controls for the improvement area. Prepares the business for the change and provides tactics and metrics for benefits, adoption, and risk. Leverages existing change management routines, as needed. Works with different technologies, internal and external to have oversight of development, testing and controls. Applies advanced knowledge in the business development/execution discipline, regularly seeking out opportunities to enhance, improve and advance the function. Coaches and mentors other Product Owners. Demonstrates advanced knowledge in multiple business or system domains and capable of leading development across multiple teams at the project or program level. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of experience in process improvement, project delivery, business/requirements analysis or directly related to supported business operations/product line. Advanced knowledge of Microsoft Office products, applicable databases and product management tools. Advanced knowledge of multiple technical software delivery methodologies (i.e., Agile, Waterfall, SAFe). Advanced experience analyzing business requirements, process flows and use cases to identify opportunities to streamline business processes in accordance with risk management framework and regulatory requirements. Advanced knowledge and demonstrated use of Process Engineering methodologies. Advanced 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. Experience in analyzing business requirements and ability to identify opportunities to drive decisions and streamline business processes in accordance with risk management framework and regulatory requirements. Knowledge of federal laws, rules, and regulations, to include: FED_OCC Third Party Rel 2013-29, Reg W, GLBA, and UDAAP. What sets you apart: Verification and Eligibility acumen Technical expertise with backend infrastructure Experience with Jira Software tool and/or Clarity US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $ 103,450 - $ 197,730. 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.
12/11/2025
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 Development Product Owner Senior, you will serve as a direct representative of the business on the Eligibility and Verification Governance team. Attain, understand, and communicate business vision and needs in order to write and refine user stories, prioritize work, and provide guidance to technical teams. Use critical thinking, problem solving, and Agile principles to partner with business owners, subject matter experts, and the development team to build effective solutions. Possess an advanced knowledge and understanding of and ability to work within multiple delivery methodologies, including Agile and other approaches, to deliver business value. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in the San Antonio, TX office. Relocation assistance is not available for this position. 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 and/or features to support effective and compliant solutions while balancing investment and business value. Owns and maintains a prioritized work backlog for one or more Agile teams. Product backlog includes complete user stories 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 direct representative of the business with one or more delivery teams, representing the customers' perspective 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 and release in alignment with program and/or product road maps. Partners with sponsors, stakeholders, and IT to facilitate, define and document relevant business processes, gaining an advanced understanding of the needs, measures, and risks & controls for the improvement area. Prepares the business for the change and provides tactics and metrics for benefits, adoption, and risk. Leverages existing change management routines, as needed. Works with different technologies, internal and external to have oversight of development, testing and controls. Applies advanced knowledge in the business development/execution discipline, regularly seeking out opportunities to enhance, improve and advance the function. Coaches and mentors other Product Owners. Demonstrates advanced knowledge in multiple business or system domains and capable of leading development across multiple teams at the project or program level. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of experience in process improvement, project delivery, business/requirements analysis or directly related to supported business operations/product line. Advanced knowledge of Microsoft Office products, applicable databases and product management tools. Advanced knowledge of multiple technical software delivery methodologies (i.e., Agile, Waterfall, SAFe). Advanced experience analyzing business requirements, process flows and use cases to identify opportunities to streamline business processes in accordance with risk management framework and regulatory requirements. Advanced knowledge and demonstrated use of Process Engineering methodologies. Advanced 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. Experience in analyzing business requirements and ability to identify opportunities to drive decisions and streamline business processes in accordance with risk management framework and regulatory requirements. Knowledge of federal laws, rules, and regulations, to include: FED_OCC Third Party Rel 2013-29, Reg W, GLBA, and UDAAP. What sets you apart: Verification and Eligibility acumen Technical expertise with backend infrastructure Experience with Jira Software tool and/or Clarity US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $ 103,450 - $ 197,730. 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.
Building and Land Technology
Stamford, Connecticut
Title: Hospitality Asset Management Analyst Location: Stamford, CT (On-site) Company Overview Building and Land Technology (BLT) is a vertically integrated real estate firm based in Stamford, CT, with a diverse portfolio of commercial, residential, mixed-use, and hospitality properties. BLT focuses on long-term ownership, operational excellence, and value creation across its portfolio. Position Summary BLT is seeking a Hospitality Asset Management Analyst to join our Stamford-based team. The primary function of this role is to provide analytical and operational support in creating and executing business plans for BLT's hospitality assets, which include hotels and related mixed-use properties. The Analyst will be actively involved in all aspects of operations, financial management, capital planning, and asset strategy, working closely with property managers, brand operators, and senior leadership. Key Responsibilities of the Hospitality Asset Management Analyst : Develop and implement business plans for hospitality assets, including property-specific goals and performance benchmarks. Perform financial modeling and analysis, including discounted cash flows, IRRs, variance analysis, and market studies. Support the negotiation and execution of management agreements, vendor contracts, and key operating partnerships. Assist in the preparation and review of property operating budgets, monthly financials, and variance reports. Prepare monthly, quarterly, and annual reporting for internal stakeholders and external partners. Provide support to capital markets initiatives, including debt financings, acquisitions, and dispositions. Collaborate with property managers and hotel brand operators to ensure operational efficiency, service excellence, and guest satisfaction. Identify and assess risks to asset performance in the near- and long-term; propose strategic solutions. Conduct market research to ensure asset positioning and competitiveness. Perform regular on-site property inspections. Foster and maintain strong relationships with operating partners, vendors, lenders, and other stakeholders. Qualifications & Requirements of the Hospitality Asset Management Analyst : Bachelor's degree required; concentration in business, finance, real estate, hospitality management, or accounting preferred. 2+ years of analytical experience with a focus in hospitality required. Strong foundation in real estate finance, with the ability to model financial scenarios and analyze results. Proficiency in Microsoft Excel, Word, and PowerPoint Excellent organizational skills and attention to detail. Strong written and verbal communication skills. Proactive, strategic, and analytical mindset. Results-oriented with the ability to manage multiple projects simultaneously. Benefits provided to the Hospitality Asset Management Analyst : Competitive salary with potential for bonus Medical Insurance Dental Insurance Vision Plan 401(k) Plan Life Insurance Paid Vacation Paid Sick Leave Paid Holidays Tuition Reimbursement Housing Discount BLT is an equal opportunity employer. Please note that this job description is intended to outline the general nature and key responsibilities of the role. It is not a comprehensive list, and duties may evolve over time based on business needs. Pm21 Powered by JazzHR PIe56a8708f42a-0015
12/11/2025
Full time
Title: Hospitality Asset Management Analyst Location: Stamford, CT (On-site) Company Overview Building and Land Technology (BLT) is a vertically integrated real estate firm based in Stamford, CT, with a diverse portfolio of commercial, residential, mixed-use, and hospitality properties. BLT focuses on long-term ownership, operational excellence, and value creation across its portfolio. Position Summary BLT is seeking a Hospitality Asset Management Analyst to join our Stamford-based team. The primary function of this role is to provide analytical and operational support in creating and executing business plans for BLT's hospitality assets, which include hotels and related mixed-use properties. The Analyst will be actively involved in all aspects of operations, financial management, capital planning, and asset strategy, working closely with property managers, brand operators, and senior leadership. Key Responsibilities of the Hospitality Asset Management Analyst : Develop and implement business plans for hospitality assets, including property-specific goals and performance benchmarks. Perform financial modeling and analysis, including discounted cash flows, IRRs, variance analysis, and market studies. Support the negotiation and execution of management agreements, vendor contracts, and key operating partnerships. Assist in the preparation and review of property operating budgets, monthly financials, and variance reports. Prepare monthly, quarterly, and annual reporting for internal stakeholders and external partners. Provide support to capital markets initiatives, including debt financings, acquisitions, and dispositions. Collaborate with property managers and hotel brand operators to ensure operational efficiency, service excellence, and guest satisfaction. Identify and assess risks to asset performance in the near- and long-term; propose strategic solutions. Conduct market research to ensure asset positioning and competitiveness. Perform regular on-site property inspections. Foster and maintain strong relationships with operating partners, vendors, lenders, and other stakeholders. Qualifications & Requirements of the Hospitality Asset Management Analyst : Bachelor's degree required; concentration in business, finance, real estate, hospitality management, or accounting preferred. 2+ years of analytical experience with a focus in hospitality required. Strong foundation in real estate finance, with the ability to model financial scenarios and analyze results. Proficiency in Microsoft Excel, Word, and PowerPoint Excellent organizational skills and attention to detail. Strong written and verbal communication skills. Proactive, strategic, and analytical mindset. Results-oriented with the ability to manage multiple projects simultaneously. Benefits provided to the Hospitality Asset Management Analyst : Competitive salary with potential for bonus Medical Insurance Dental Insurance Vision Plan 401(k) Plan Life Insurance Paid Vacation Paid Sick Leave Paid Holidays Tuition Reimbursement Housing Discount BLT is an equal opportunity employer. Please note that this job description is intended to outline the general nature and key responsibilities of the role. It is not a comprehensive list, and duties may evolve over time based on business needs. Pm21 Powered by JazzHR PIe56a8708f42a-0015
Description Summary: The Application System Analyst Senior serves as a liaison between system end-users (customers), operational leaders, additional support resources and vendors to design, build and optimize their assigned applications in a timely and high-quality manner. The Systems Analyst Senior will provide application support and optimization. They work closely with the Service Desk to assist in responding to service requests. The Application System Analyst Senior must be able to analyze business issues/requirements and workflows and apply their application knowledge to meet operational and organizational needs. Project implementation responsibilities include collaborating with customers contributing to the analysis, testing, and documentation and implementation of medium to high complexity activities of assigned software. This position must possess sufficient detailed healthcare knowledge and systems expertise to implement medium to high complexity assigned application with minimal guidance. The Associate must be a self-motivated individual with exceptional communication and interpersonal skills and the ability to work well in team environments. Responsibilities: Analyze, develop, test, document, educate, implement, support, and maintain or optimize assigned applications, solutions and business processes to meet operational and technical requirements. Independently provides guidance and leadership on quality assurance and testing initiatives. Demonstrates ability to lead team through complex integrated testing processes. Able to manage testing projects as necessary. Demonstrates an advanced level of application understanding, and applies expertise to help meet customer goals and outcomes. Tackles new problems using experimentation, including successes and failure experiences. Creative problem solving beyond standard recommendations and practice. Applies advanced level understanding of assigned clinical/business operations, processes, and workflows. Discusses, and identifies dependencies with project team members and stakeholders. Maintains collaborative customer relationships; Ensures the needs of the customer are fully represented in all updates. Provides clear and organized status reporting on key project areas to be used as external communications to stakeholders. Coordinates team members to gather information and prepare organized, consistent, and accurate status reporting. Leads and evaluates process and requirements analysis, including process mapping though current flow charts, documents, future needs/plans, requirement elicitation, stakeholder analysis, and specification gathering on complex projects/requests. Responsible for completing gap analysis, and providing cross application recommendations. Possesses the skill to develop strong and positive relationships with client management at all levels. Is respected by the client as an expert and end users demonstrate confidence in the individual. Contributes to strategy discussions by proactively identifying options with associated pros and cons with team members, stakeholders and leaders. Consistently displays superior judgment. Reputation for high-quality decisions. Adhere to organization standards for system configuration and change control. Able to understand complex requirements of end users and project goals and propose technical solutions for multifarious design, configuration needs. Able to independently analyze, design, and configure the application. Ability to teach team members complex design, configuration. Collaborate and develop strong relationships with end user communities, customers and business partners. Collaborate with Operational Leaders to focus on standardized best practice workflow processes and content to ensure alignment across all ministries, to create efficiencies, and to ensure optimal operational processes. Coordinates code changes with appropriate vendor related to financial and business application issues. Collaborates with Technical Team to identify and infrastructure related issues that have resulted in application issues. Share industry best practices from vendors with Operational Leaders. Demonstrates increasing technical knowledge of the assigned application including relationships of infrastructure and impact to user if unavailable. Serves as a liaison between business operations and providers, internal information technology, system users and vendors working within the defined project objectives for issue and problem resolution. Follows strict change management processes ensuring proper approval, testing, and validation of system changes. Reviews and provides feedback on documentation written by others. Articulates issues and complex concepts in appropriate manner based on the audience. Associate continuously reviews, adjusts, and grows his/her skills, habits, work ethic, and behaviors to ensure positive peer interactions and a positive and interactive team atmosphere. Associate exhibits constant efforts to improve and maintain healthy and positive interpersonal and team interactions. Proactively and independently troubleshoot and resolve moderate incidents and requests without direction. Design, configuration and deliverables demonstrate exceptional ability to address complex end user needs. Quality has the confidence of project management. Sets the bar for project team quality work. Independently manages medium to large scale and complex projects/requests. Collaborates with team members as needed. Complete in a timely manner assigned courses within Healthstream, other electronic tracking tools for educational related material or attend presentations in person as assigned. Ensure the services that he/she provides contribute to the successful accomplishment of the primary mission of the department. Leads and coordinates across applications for high impact vendor changes. May be required to travel to perform duties. May be required to work additional hours as needed during critical problems. Assist in preparation and conducting of continuing formal or informal training session for users and co-workers. Is exceptional at spotting and seizing opportunities. Proactively plans projects and tasks within application. Performs other duties as assigned. Requirements: Education/Skills Associates or Bachelor's degree preferred with a focus in healthcare, business, or information systems. Ability to present complex data in meaningful method, i.e., charts, graphs Ability to adjust to and implement change Problem Solving skills Multitasking skills Work as a team member Proficient in Microsoft applications including Word, Excel, and PowerPoint Excellent customer service skills Highly effective written and verbal communication and interpersonal skills to establish working relationships that foster optimal quality teamwork and education Strong organizational skills in managing multiple priorities Experience 5+ years within healthcare, business, or information systems Requires minimal instruction on day-to-day work and general direction on more complex tasks and projects Develops new functionality for requests with little to no direction and leads multidisciplinary teams throughout project. Regularly serves as mentor or knowledge resource to peers across community Works in a team setting, sharing information and assisting other junior level team members Possesses detailed healthcare knowledge and systems expertise Excellent project management and communication skills, both verbal and written Licenses, Registrations, or Certifications Associated certifications on area of focus, preferred For Epic Analysts: Certified or proficient in assigned Epic module (must be obtained within 6 months of employment date) Certifications or Proficiencies must stay current by maintaining new version training Work Schedule: 5 Days - 8 Hours Work Type: Full Time
12/11/2025
Full time
Description Summary: The Application System Analyst Senior serves as a liaison between system end-users (customers), operational leaders, additional support resources and vendors to design, build and optimize their assigned applications in a timely and high-quality manner. The Systems Analyst Senior will provide application support and optimization. They work closely with the Service Desk to assist in responding to service requests. The Application System Analyst Senior must be able to analyze business issues/requirements and workflows and apply their application knowledge to meet operational and organizational needs. Project implementation responsibilities include collaborating with customers contributing to the analysis, testing, and documentation and implementation of medium to high complexity activities of assigned software. This position must possess sufficient detailed healthcare knowledge and systems expertise to implement medium to high complexity assigned application with minimal guidance. The Associate must be a self-motivated individual with exceptional communication and interpersonal skills and the ability to work well in team environments. Responsibilities: Analyze, develop, test, document, educate, implement, support, and maintain or optimize assigned applications, solutions and business processes to meet operational and technical requirements. Independently provides guidance and leadership on quality assurance and testing initiatives. Demonstrates ability to lead team through complex integrated testing processes. Able to manage testing projects as necessary. Demonstrates an advanced level of application understanding, and applies expertise to help meet customer goals and outcomes. Tackles new problems using experimentation, including successes and failure experiences. Creative problem solving beyond standard recommendations and practice. Applies advanced level understanding of assigned clinical/business operations, processes, and workflows. Discusses, and identifies dependencies with project team members and stakeholders. Maintains collaborative customer relationships; Ensures the needs of the customer are fully represented in all updates. Provides clear and organized status reporting on key project areas to be used as external communications to stakeholders. Coordinates team members to gather information and prepare organized, consistent, and accurate status reporting. Leads and evaluates process and requirements analysis, including process mapping though current flow charts, documents, future needs/plans, requirement elicitation, stakeholder analysis, and specification gathering on complex projects/requests. Responsible for completing gap analysis, and providing cross application recommendations. Possesses the skill to develop strong and positive relationships with client management at all levels. Is respected by the client as an expert and end users demonstrate confidence in the individual. Contributes to strategy discussions by proactively identifying options with associated pros and cons with team members, stakeholders and leaders. Consistently displays superior judgment. Reputation for high-quality decisions. Adhere to organization standards for system configuration and change control. Able to understand complex requirements of end users and project goals and propose technical solutions for multifarious design, configuration needs. Able to independently analyze, design, and configure the application. Ability to teach team members complex design, configuration. Collaborate and develop strong relationships with end user communities, customers and business partners. Collaborate with Operational Leaders to focus on standardized best practice workflow processes and content to ensure alignment across all ministries, to create efficiencies, and to ensure optimal operational processes. Coordinates code changes with appropriate vendor related to financial and business application issues. Collaborates with Technical Team to identify and infrastructure related issues that have resulted in application issues. Share industry best practices from vendors with Operational Leaders. Demonstrates increasing technical knowledge of the assigned application including relationships of infrastructure and impact to user if unavailable. Serves as a liaison between business operations and providers, internal information technology, system users and vendors working within the defined project objectives for issue and problem resolution. Follows strict change management processes ensuring proper approval, testing, and validation of system changes. Reviews and provides feedback on documentation written by others. Articulates issues and complex concepts in appropriate manner based on the audience. Associate continuously reviews, adjusts, and grows his/her skills, habits, work ethic, and behaviors to ensure positive peer interactions and a positive and interactive team atmosphere. Associate exhibits constant efforts to improve and maintain healthy and positive interpersonal and team interactions. Proactively and independently troubleshoot and resolve moderate incidents and requests without direction. Design, configuration and deliverables demonstrate exceptional ability to address complex end user needs. Quality has the confidence of project management. Sets the bar for project team quality work. Independently manages medium to large scale and complex projects/requests. Collaborates with team members as needed. Complete in a timely manner assigned courses within Healthstream, other electronic tracking tools for educational related material or attend presentations in person as assigned. Ensure the services that he/she provides contribute to the successful accomplishment of the primary mission of the department. Leads and coordinates across applications for high impact vendor changes. May be required to travel to perform duties. May be required to work additional hours as needed during critical problems. Assist in preparation and conducting of continuing formal or informal training session for users and co-workers. Is exceptional at spotting and seizing opportunities. Proactively plans projects and tasks within application. Performs other duties as assigned. Requirements: Education/Skills Associates or Bachelor's degree preferred with a focus in healthcare, business, or information systems. Ability to present complex data in meaningful method, i.e., charts, graphs Ability to adjust to and implement change Problem Solving skills Multitasking skills Work as a team member Proficient in Microsoft applications including Word, Excel, and PowerPoint Excellent customer service skills Highly effective written and verbal communication and interpersonal skills to establish working relationships that foster optimal quality teamwork and education Strong organizational skills in managing multiple priorities Experience 5+ years within healthcare, business, or information systems Requires minimal instruction on day-to-day work and general direction on more complex tasks and projects Develops new functionality for requests with little to no direction and leads multidisciplinary teams throughout project. Regularly serves as mentor or knowledge resource to peers across community Works in a team setting, sharing information and assisting other junior level team members Possesses detailed healthcare knowledge and systems expertise Excellent project management and communication skills, both verbal and written Licenses, Registrations, or Certifications Associated certifications on area of focus, preferred For Epic Analysts: Certified or proficient in assigned Epic module (must be obtained within 6 months of employment date) Certifications or Proficiencies must stay current by maintaining new version training Work Schedule: 5 Days - 8 Hours Work Type: Full Time
Community Hospital of the Monterey Peninsula
Monterey, California
2025-702 locationsMonterey, CA time typeFull time posted onPosted 30+ Days Ago job requisition id2025-702 Welcome to Montage Health's application process! Job Description: Under the leadership of the Controller, the Accountant performs all accounting duties including account reconciliations, journal entries, account analysis, banking functions, asset and/or activity accounting for Aspire Health Plan. This individual is responsible for the preparation of financial statements with associated detailed analysis. Assists in financial activities including creation of banking relationships, accounting design/structure and related activities with contracted entities. Works with operational leadership to develop the annual budget. Takes lead role in tax and audit functions for entity. Also responsible for designated regulatory reporting that is financial in nature. Works closely with the Aspire Senior Financial Analyst and Aspire Compliance Officer to ensure financial regulatory requirements are met. Additional duties within Financial Services may be assigned as time allows. Experience A minimum of two (2) years of relevant accounting experience (in terms of size & scope). Experience at reading, interpreting and implementing accounting guidance required. Strong computer skills and system management experience. Proven ability to manage multiple priorities, show an attention to detail and meet stringent deadlines. Education A Bachelor's degree in Accounting is required. Equal Opportunity Employer Salary Range (based on years of applicable experience) $79,227 to $105,995 Assigned Work Hours: Full-time (exempt) Position Type: Regular Pay Range (based on years of applicable experience): $38.09 to $50.94 Community Hospital of the Monterey Peninsula, founded in 1934 and located at 23625 Holman Highway in Monterey, has grown and evolved in direct response to the changing healthcare needs of the people it serves. It is a nonprofit healthcare provider with 258 licensed hospital beds and 28 skilled-nursing beds, delivering a continuum of care from birth to end of life, and every stage in between. It serves the Monterey Peninsula and surrounding communities through locations including the main hospital, outpatient facilities, satellite laboratories, a mental health clinic, a short-term skilled nursing facility, Hospice of the Central Coast, and business offices.
12/10/2025
Full time
2025-702 locationsMonterey, CA time typeFull time posted onPosted 30+ Days Ago job requisition id2025-702 Welcome to Montage Health's application process! Job Description: Under the leadership of the Controller, the Accountant performs all accounting duties including account reconciliations, journal entries, account analysis, banking functions, asset and/or activity accounting for Aspire Health Plan. This individual is responsible for the preparation of financial statements with associated detailed analysis. Assists in financial activities including creation of banking relationships, accounting design/structure and related activities with contracted entities. Works with operational leadership to develop the annual budget. Takes lead role in tax and audit functions for entity. Also responsible for designated regulatory reporting that is financial in nature. Works closely with the Aspire Senior Financial Analyst and Aspire Compliance Officer to ensure financial regulatory requirements are met. Additional duties within Financial Services may be assigned as time allows. Experience A minimum of two (2) years of relevant accounting experience (in terms of size & scope). Experience at reading, interpreting and implementing accounting guidance required. Strong computer skills and system management experience. Proven ability to manage multiple priorities, show an attention to detail and meet stringent deadlines. Education A Bachelor's degree in Accounting is required. Equal Opportunity Employer Salary Range (based on years of applicable experience) $79,227 to $105,995 Assigned Work Hours: Full-time (exempt) Position Type: Regular Pay Range (based on years of applicable experience): $38.09 to $50.94 Community Hospital of the Monterey Peninsula, founded in 1934 and located at 23625 Holman Highway in Monterey, has grown and evolved in direct response to the changing healthcare needs of the people it serves. It is a nonprofit healthcare provider with 258 licensed hospital beds and 28 skilled-nursing beds, delivering a continuum of care from birth to end of life, and every stage in between. It serves the Monterey Peninsula and surrounding communities through locations including the main hospital, outpatient facilities, satellite laboratories, a mental health clinic, a short-term skilled nursing facility, Hospice of the Central Coast, and business offices.
Position Title: Manager, Financial Analysis Description: About this opportunity: GoEngineer is a provider of the most compelling design platforms in the industry, deploying engineering software and 3D Printing technology to make the design process innovative, efficient, and intelligent. Your key contributions in this role will be: We are seeking an experienced and motivated Finance Manager to lead our financial planning and analysis (FP&A) function and support strategic decision-making across the company. In this role, you will oversee budgeting, forecasting, financial modeling, and performance analytics, while managing a team of analysts and partnering closely with senior leadership. You will play a key role in shaping GoEngineer's financial strategy by delivering high-quality insights, building scalable processes, and strengthening the company's financial rigor. The ideal candidate is both a strong people leader and a hands-on financial expert-comfortable switching between strategic thinking, detailed analysis, and cross-functional partnership in a fast-paced environment. Leadership & Team Development - Lead, mentor, and develop a team of analysts to enhance technical capabilities, analytical skills, and business acumen. - Oversee team workload, prioritize deliverables, and ensure timely execution across planning cycles, reporting, and ad hoc analysis. - Establish and maintain high standards for modeling, data accuracy, and analytical storytelling. Financial Planning & Forecasting - Own the end-to-end financial planning process, including annual budget development, quarterly reforecasts, rolling forecasts, and long-range scenario planning. - Align financial plans with strategic objectives by partnering with executives and business unit leaders. - Build planning calendars, coordinate key deliverables, and ensure clear communication across the organization. Analysis, Modeling & Insights - Oversee the development and maintenance of financial models, dashboards, and performance tools (Excel, Power BI, or equivalent). - Lead analysis of financial results, trends, and key performance indicators; identify opportunities, risks, and actionable insights. - Conduct scenario and sensitivity analyses to evaluate the financial impact of pricing changes, new initiatives, and strategic investments. Cross-Functional Collaboration - Partner with sales, operations, product, services, and marketing leaders to gather assumptions, validate forecasts, and support business planning. - Work closely with the finance reporting team to ensure consistency between actuals, reporting, and planning data. Process & Systems Optimization - Create and improve standardized planning templates, workflows, and documentation to scale the FP&A function. - Champion automation, data integration, and planning system enhancements that improve efficiency and accuracy. - Bring forward best practices from FP&A, SaaS, engineering, or operational finance environments. Executive-Level Communication - Present financial insights, forecasts, and recommendations to the CFO, leadership team, and key stakeholders. - Deliver clear, succinct analysis that highlights business drivers and supports strategic decision-making. We are looking for candidates with the below experience and skills: - Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred. - 7-10+ years of experience in FP&A, financial analysis, or strategic finance, with prior team leadership or management experience. - Demonstrated success owning budgeting, forecasting, and financial modeling for complex organizations. - Advanced proficiency in Excel; experience with planning tools or BI platforms is a plus. - Strong analytical and problem-solving skills, with exceptional attention to detail. - Excellent communication skills with the ability to present complex information clearly to leadership. - Experience in technology, SaaS, engineering, or manufacturing industries is beneficial. - Proven ability to lead teams, manage multiple priorities, and thrive in a fast-paced environment. Position Hours & Location This role can be in-office or hybrid at our Salt Lake City office (Midvale), with typical office hours of 8-5 M-F. More about what GoEngineer offers: At GoEngineer, we understand that our value comes from our employees, and we celebrate and respect their unique experiences. We are working to build a culture where both our employees and customers are centered in the work we do, and employees feel welcomed as they are from the first day. Generous Benefits Include: Participation in GoEngineer's unlimited PTO program from day one of employment. 401(k) Plan that includes up to a 6% company match, 100% vested day one. Choice of Traditional PPO or High Deductible Medical plans, and corresponding FSA or HSA accounts. Generous HSA Contribution with participation in the High Deductible Health Plan. Employer paid Life Insurance policy; optional Supplemental Life available. Employer paid Short-Term and Long-Term Disability Benefits. Dental, Vision, and other Ancillary benefits. Department: Accounting Role: Financial Analyst Location: Salt Lake City RemoteStatus: Hybrid Salary: $120,000 - $140,000 Compensation details: 00 PI2796c7facba2-3819
12/10/2025
Full time
Position Title: Manager, Financial Analysis Description: About this opportunity: GoEngineer is a provider of the most compelling design platforms in the industry, deploying engineering software and 3D Printing technology to make the design process innovative, efficient, and intelligent. Your key contributions in this role will be: We are seeking an experienced and motivated Finance Manager to lead our financial planning and analysis (FP&A) function and support strategic decision-making across the company. In this role, you will oversee budgeting, forecasting, financial modeling, and performance analytics, while managing a team of analysts and partnering closely with senior leadership. You will play a key role in shaping GoEngineer's financial strategy by delivering high-quality insights, building scalable processes, and strengthening the company's financial rigor. The ideal candidate is both a strong people leader and a hands-on financial expert-comfortable switching between strategic thinking, detailed analysis, and cross-functional partnership in a fast-paced environment. Leadership & Team Development - Lead, mentor, and develop a team of analysts to enhance technical capabilities, analytical skills, and business acumen. - Oversee team workload, prioritize deliverables, and ensure timely execution across planning cycles, reporting, and ad hoc analysis. - Establish and maintain high standards for modeling, data accuracy, and analytical storytelling. Financial Planning & Forecasting - Own the end-to-end financial planning process, including annual budget development, quarterly reforecasts, rolling forecasts, and long-range scenario planning. - Align financial plans with strategic objectives by partnering with executives and business unit leaders. - Build planning calendars, coordinate key deliverables, and ensure clear communication across the organization. Analysis, Modeling & Insights - Oversee the development and maintenance of financial models, dashboards, and performance tools (Excel, Power BI, or equivalent). - Lead analysis of financial results, trends, and key performance indicators; identify opportunities, risks, and actionable insights. - Conduct scenario and sensitivity analyses to evaluate the financial impact of pricing changes, new initiatives, and strategic investments. Cross-Functional Collaboration - Partner with sales, operations, product, services, and marketing leaders to gather assumptions, validate forecasts, and support business planning. - Work closely with the finance reporting team to ensure consistency between actuals, reporting, and planning data. Process & Systems Optimization - Create and improve standardized planning templates, workflows, and documentation to scale the FP&A function. - Champion automation, data integration, and planning system enhancements that improve efficiency and accuracy. - Bring forward best practices from FP&A, SaaS, engineering, or operational finance environments. Executive-Level Communication - Present financial insights, forecasts, and recommendations to the CFO, leadership team, and key stakeholders. - Deliver clear, succinct analysis that highlights business drivers and supports strategic decision-making. We are looking for candidates with the below experience and skills: - Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred. - 7-10+ years of experience in FP&A, financial analysis, or strategic finance, with prior team leadership or management experience. - Demonstrated success owning budgeting, forecasting, and financial modeling for complex organizations. - Advanced proficiency in Excel; experience with planning tools or BI platforms is a plus. - Strong analytical and problem-solving skills, with exceptional attention to detail. - Excellent communication skills with the ability to present complex information clearly to leadership. - Experience in technology, SaaS, engineering, or manufacturing industries is beneficial. - Proven ability to lead teams, manage multiple priorities, and thrive in a fast-paced environment. Position Hours & Location This role can be in-office or hybrid at our Salt Lake City office (Midvale), with typical office hours of 8-5 M-F. More about what GoEngineer offers: At GoEngineer, we understand that our value comes from our employees, and we celebrate and respect their unique experiences. We are working to build a culture where both our employees and customers are centered in the work we do, and employees feel welcomed as they are from the first day. Generous Benefits Include: Participation in GoEngineer's unlimited PTO program from day one of employment. 401(k) Plan that includes up to a 6% company match, 100% vested day one. Choice of Traditional PPO or High Deductible Medical plans, and corresponding FSA or HSA accounts. Generous HSA Contribution with participation in the High Deductible Health Plan. Employer paid Life Insurance policy; optional Supplemental Life available. Employer paid Short-Term and Long-Term Disability Benefits. Dental, Vision, and other Ancillary benefits. Department: Accounting Role: Financial Analyst Location: Salt Lake City RemoteStatus: Hybrid Salary: $120,000 - $140,000 Compensation details: 00 PI2796c7facba2-3819
About This Role The Senior Credit Analyst functions include Advanced Financial Statement Analysis for; the preparation of Member Applications, to facilitate Order Release, Underwrite Retailer Loans, and to manage the Collection effort for a multi-million-dollar portfolio of retail store accounts. This critical Finance role is responsible for identifying and mitigating risk for their portfolio and to protect the Cooperative from financial losses. You will receive the support and collaboration of an extensive team of Credit and Operations professionals to help you achieve your goals. What You'll Do Analyze and decision new Member Applications within designated authority and territory Underwrite Loan Applications within designated territory Determine appropriate credit limits within designated authority and territory Disposition blocked retailer orders timely and in line the retailer's risk profile Establish payment plans to resolve retailer past due balances Who You Are You are a Finance or Accounting professional with exceptional attention to detail that excels in financial statement analysis and risk assessment. You have a strong work ethic with excellent communication skills and enjoy working cross functionally with colleagues and business owners across the country. Required Skills Minimum of 4 years of experience. Ability to to quickly read, interpret and analyze financial statements including balance sheets, income and cash flow statements, and proforma data to produce a professional written analysis. Manage a portfolio of accounts including setting credit limits, order release, and working with past due retailers to develop solutions and payment plans as needed. Self-motivated, with a strong work ethic, well organized and able to perform with limited supervision in order to work effectively within various deadlines and time constraints. Excellent verbal and non-verbal communication and negotiation skills. Proficient with SAP or equivalent ERP system, MS Office Suite, database queries and reporting. Preferred Skills A four year business degree (preferably in Finance, Economics or Accounting) Familiarity with business and credit laws and prior experience working with legal contracts. Note: This role reports in to our Oak Brook, IL office 4 days a week, and works from home 1 day a week. Compensation Details: $74700 - $93550 per year Why should you join our team? We live our values - W.E.L.I.G.H.T (Winning, Excellence, Love, Integrity, Gratitude, Humility, and Teamwork). Gratitude. Humility. Love. You don't often see values like these in most corporate statements, but Ace is different. These things are important to us. They represent our commitment to the company, our employees, to Ace retailers and to the Ace brand. In addition to providing our employees a great culture, Ace also offers competitive benefits that address life's necessities and perks, many of which expand and improve year after year, including: Incentive opportunities, based on role/grade level (rapid company growth over the past 5 years resulted in incentives being paid out at an average of 122% of your target opportunity!) Generous 401(k) retirement savings plan with a fully vested matching contribution the first year in addition to quarterly contributions and annual discretionary contribution (once eligibility requirements have been met). Over the past 5 years, company contributions (matching, quarterly & discretionary) for fully eligible employees have averaged 10.4% of total eligible compensation. Comprehensive health coverage (medical, dental, vision and disability - up to 26 weeks short-term disability and long-term disability ) & life insurance benefits for you and your dependents 21 days of vacation immediately available (prorated in the first year) and up to 6 paid holidays depending on the month of hire Your career at Ace is more than just a job. It's a chance to be part of something meaningful. We help locally-owned businesses thrive and make an impact in their communities - and we support our employees in doing the same by offering an annual Ace Cares Week, 20 hours off work per year to volunteer at an organization of your choice, opportunities to help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation Ace invests in every employee we hire, with a key focus on development and coaching. We offer on-site classes, facilitator-led courses, and a generous tuition assistance program, plus a performance management approach that goes beyond the typical annual review We know the work environment matters. That's why Ace holds frequent campus events like Employee Appreciation Week, vendor demos, cookouts, and merchandise sales We bring them to you! Services such as mobile spas, auto maintenance, car wash and detailing, dry cleaning, dentists, eye doctors, flu shots, recycling and more! Employee discounts on Ace merchandise (including top brands like Weber, Traeger, Yeti, Craftsman, DeWalt and more), travel, fitness, computers and thousands more Birth/Adoption bonding paid time off Adoption cost reimbursement Employee Assistance Program (EAP) - access to free visits to therapists and lawyers, guidance on financial matters, elder and childcare, and assistance with tickets to entertainment events Identity theft protection Benefits are provided in compliance with applicable plans and policies. Want to be notified when new jobs are posted? Follow the link below to create an account and set up custom job alerts: Create Job Alert We want to hear from you! When most people think of career opportunities with Ace Hardware, they often think of the helpful cashiers and sales associates at their local store. However, have you also considered the people behind the scenes who select, promote, ship and process the invoices for more than 75,000 products? Maybe you haven't, but we'd like you to. Because together we help our customers take care of their homes. Come find out why a career with the Ace Hardware Corporation is one of America's best kept secrets. Equal Opportunity Employer Ace Hardware Corporation is committed to a policy of promoting equal employment opportunities. The company recognizes the importance of diversity and leveraging the skills and talents of all people to the mutual advantage of each individual and the organization. The company is committed to the prevention of employment discrimination related to race, religion, color, sex (including sexual harassment), gender identity, national origin, age, marital status, disability and military or veteran status, sexual orientation or any other action covered by federal or applicable state/local laws. Disclaimer The pay range for this position starts as listed in the job posting, but could be higher based on education and experience. Please note, compensation decisions are dependent on the facts and circumstances of each opening. We take into consideration the minimum requirements outlined in the job description, such as an individual's education, training and experience, the position's work location, required travel (if any), and external market conditions when determining the final salary for potential new hires. Be aware that salary estimates published via alternate online job boards may not be a true representation of the actual pay range offered for this position. Please refer to the Ace position description for the accurate starting pay range information and feel free to discuss this with a Talent Acquisition professional if you are chosen to move forward with an interview. This written "Position Description" is not intended to cover all aspects of the position listed. It is meant to cover the basic/general essential job functions of a particular position. Ace Hardware Corporation reserves the right to change job duties, including essential job functions, according to business necessity. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
12/10/2025
Full time
About This Role The Senior Credit Analyst functions include Advanced Financial Statement Analysis for; the preparation of Member Applications, to facilitate Order Release, Underwrite Retailer Loans, and to manage the Collection effort for a multi-million-dollar portfolio of retail store accounts. This critical Finance role is responsible for identifying and mitigating risk for their portfolio and to protect the Cooperative from financial losses. You will receive the support and collaboration of an extensive team of Credit and Operations professionals to help you achieve your goals. What You'll Do Analyze and decision new Member Applications within designated authority and territory Underwrite Loan Applications within designated territory Determine appropriate credit limits within designated authority and territory Disposition blocked retailer orders timely and in line the retailer's risk profile Establish payment plans to resolve retailer past due balances Who You Are You are a Finance or Accounting professional with exceptional attention to detail that excels in financial statement analysis and risk assessment. You have a strong work ethic with excellent communication skills and enjoy working cross functionally with colleagues and business owners across the country. Required Skills Minimum of 4 years of experience. Ability to to quickly read, interpret and analyze financial statements including balance sheets, income and cash flow statements, and proforma data to produce a professional written analysis. Manage a portfolio of accounts including setting credit limits, order release, and working with past due retailers to develop solutions and payment plans as needed. Self-motivated, with a strong work ethic, well organized and able to perform with limited supervision in order to work effectively within various deadlines and time constraints. Excellent verbal and non-verbal communication and negotiation skills. Proficient with SAP or equivalent ERP system, MS Office Suite, database queries and reporting. Preferred Skills A four year business degree (preferably in Finance, Economics or Accounting) Familiarity with business and credit laws and prior experience working with legal contracts. Note: This role reports in to our Oak Brook, IL office 4 days a week, and works from home 1 day a week. Compensation Details: $74700 - $93550 per year Why should you join our team? We live our values - W.E.L.I.G.H.T (Winning, Excellence, Love, Integrity, Gratitude, Humility, and Teamwork). Gratitude. Humility. Love. You don't often see values like these in most corporate statements, but Ace is different. These things are important to us. They represent our commitment to the company, our employees, to Ace retailers and to the Ace brand. In addition to providing our employees a great culture, Ace also offers competitive benefits that address life's necessities and perks, many of which expand and improve year after year, including: Incentive opportunities, based on role/grade level (rapid company growth over the past 5 years resulted in incentives being paid out at an average of 122% of your target opportunity!) Generous 401(k) retirement savings plan with a fully vested matching contribution the first year in addition to quarterly contributions and annual discretionary contribution (once eligibility requirements have been met). Over the past 5 years, company contributions (matching, quarterly & discretionary) for fully eligible employees have averaged 10.4% of total eligible compensation. Comprehensive health coverage (medical, dental, vision and disability - up to 26 weeks short-term disability and long-term disability ) & life insurance benefits for you and your dependents 21 days of vacation immediately available (prorated in the first year) and up to 6 paid holidays depending on the month of hire Your career at Ace is more than just a job. It's a chance to be part of something meaningful. We help locally-owned businesses thrive and make an impact in their communities - and we support our employees in doing the same by offering an annual Ace Cares Week, 20 hours off work per year to volunteer at an organization of your choice, opportunities to help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation Ace invests in every employee we hire, with a key focus on development and coaching. We offer on-site classes, facilitator-led courses, and a generous tuition assistance program, plus a performance management approach that goes beyond the typical annual review We know the work environment matters. That's why Ace holds frequent campus events like Employee Appreciation Week, vendor demos, cookouts, and merchandise sales We bring them to you! Services such as mobile spas, auto maintenance, car wash and detailing, dry cleaning, dentists, eye doctors, flu shots, recycling and more! Employee discounts on Ace merchandise (including top brands like Weber, Traeger, Yeti, Craftsman, DeWalt and more), travel, fitness, computers and thousands more Birth/Adoption bonding paid time off Adoption cost reimbursement Employee Assistance Program (EAP) - access to free visits to therapists and lawyers, guidance on financial matters, elder and childcare, and assistance with tickets to entertainment events Identity theft protection Benefits are provided in compliance with applicable plans and policies. Want to be notified when new jobs are posted? Follow the link below to create an account and set up custom job alerts: Create Job Alert We want to hear from you! When most people think of career opportunities with Ace Hardware, they often think of the helpful cashiers and sales associates at their local store. However, have you also considered the people behind the scenes who select, promote, ship and process the invoices for more than 75,000 products? Maybe you haven't, but we'd like you to. Because together we help our customers take care of their homes. Come find out why a career with the Ace Hardware Corporation is one of America's best kept secrets. Equal Opportunity Employer Ace Hardware Corporation is committed to a policy of promoting equal employment opportunities. The company recognizes the importance of diversity and leveraging the skills and talents of all people to the mutual advantage of each individual and the organization. The company is committed to the prevention of employment discrimination related to race, religion, color, sex (including sexual harassment), gender identity, national origin, age, marital status, disability and military or veteran status, sexual orientation or any other action covered by federal or applicable state/local laws. Disclaimer The pay range for this position starts as listed in the job posting, but could be higher based on education and experience. Please note, compensation decisions are dependent on the facts and circumstances of each opening. We take into consideration the minimum requirements outlined in the job description, such as an individual's education, training and experience, the position's work location, required travel (if any), and external market conditions when determining the final salary for potential new hires. Be aware that salary estimates published via alternate online job boards may not be a true representation of the actual pay range offered for this position. Please refer to the Ace position description for the accurate starting pay range information and feel free to discuss this with a Talent Acquisition professional if you are chosen to move forward with an interview. This written "Position Description" is not intended to cover all aspects of the position listed. It is meant to cover the basic/general essential job functions of a particular position. Ace Hardware Corporation reserves the right to change job duties, including essential job functions, according to business necessity. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Position Title: Senior Underwriter About Ascent Ascent Developer Solutions is a leading private lending platform, serving real estate developers nationwide in the acquisition, renovation, and construction of residential real estate. Founded by a leadership team with a deep understanding and personal experience in virtually every facet of real estate development, Ascent is uniquely positioned to create custom, innovative lending solutions for a variety of real estate development business strategies. The Role The Senior Underwriter role is pivotal to Ascent's lending strategy, ensuring excellence across commercial and construction loan portfolios. By setting high standards in Sponsor and Loan Underwriting, this role ensures that loan assessments are thorough, consistent, and aligned with organizational goals. Beyond technical expertise, the Senior Underwriter fosters a collaborative, high-morale environment where productivity and growth thrive. Bridging departments, this role enables seamless collaboration and direct communication with senior leadership, placing the team at the center of impactful decision-making. As the organization grows, this role evolves from team lead to supervisory, expanding its influence on team development and company growth. The Work Oversee Underwriting at both Sponsor and Loan level, Portfolio Monitoring, and Compliance. Provide working knowledge and input to Credit Policy, Front-End Guidance, and credit support documents. Develop and mentor the Underwriting and Credit Analysis team. Recommend and implement the best practices as part of the Companys dedication to creating an industry-leading customer experience. Develop efficient and timely Underwriting processes, and ongoing monitoring improvement opportunities. Produce concise, complete, consistent, and accurate work products for approval authority(s), primarily Credit Approval Documents and Underwriting Packages. Develop and maintain effective working relationships with Sales leadership and the Sales support team. Educate and lead the Underwriting team to ensure accurate and efficient assessment of credit risk. Adhere to underwriting policies, guidelines, and procedures that align with industry standards and regulatory requirements; recommend enhancements thereof. Evaluate and analyze financial statements, credit reports, and other Underwriting data to inform prudent lending decisions. Develop consistent and effective processes for both initial and ongoing Sponsor-only assessments. Partner in the development and maintenance of effective portfolio assessment, monitoring, and management processes, including problem loan identification. Implement risk mitigation strategies to maintain portfolio quality. Remain current with changes in regulations and translate to Underwriting operations. Collaborate with the compliance team to enable compliant Underwriting policies and procedures. Recruit, train, and mentor Underwriters and Credit Analysts in support of a high-performing, high morale team. Foster a collaborative and inclusive team culture that encourages both innovation and continuous improvement. Your Skills & Experience 5+ years proven experience in both Construction Project and Sponsor Underwriting, preferably in regulated financial institutions. 5+ years risk assessment and portfolio management, preferably in a financial services or lending institution. Bachelor's degree in finance, business, or related field. Strong knowledge of financial analysis, credit risk modeling, and regulatory compliance. Exceptional interpersonal and written communication skills. Leadership track record of leading and developing Underwriting and Credit Analyst teams. Proficiency in financial software and tools, including LOS, financial spreads and risk-scoring tools. The Work Environment This role works on-site from Ascent's Encino office, Monday - Thursday (Fridays are work-from-home). Full-time, 40 hours per week; must be available for occasional overtime. Some nights and weekends required. Salary Range Salary range is $150k-$175k per year, with a discretionary bonus adding up to 20% per year. Our Benefits We offer a comprehensive benefits package designed to support your health, well-being, and work-life balance. Our benefits include five health plans, two dental plans, health savings and flexible spending accounts, vision coverage, a 401(k) plan, and other optional benefits from which to choose. Our Pledge We pledge to be fair and considerate in hiring and promoting individuals, ensuring everyone can contribute their fullest potential regardless of background, identity, or personal circumstances. By promoting equal opportunity, we not only enhance our workplace but also contribute to a more just and equitable society. At Ascent, we stand united in building a community where everyone is empowered to succeed. Thank you for joining us on our journey towards a more inclusive future. PI0db1-7449
12/10/2025
Full time
Position Title: Senior Underwriter About Ascent Ascent Developer Solutions is a leading private lending platform, serving real estate developers nationwide in the acquisition, renovation, and construction of residential real estate. Founded by a leadership team with a deep understanding and personal experience in virtually every facet of real estate development, Ascent is uniquely positioned to create custom, innovative lending solutions for a variety of real estate development business strategies. The Role The Senior Underwriter role is pivotal to Ascent's lending strategy, ensuring excellence across commercial and construction loan portfolios. By setting high standards in Sponsor and Loan Underwriting, this role ensures that loan assessments are thorough, consistent, and aligned with organizational goals. Beyond technical expertise, the Senior Underwriter fosters a collaborative, high-morale environment where productivity and growth thrive. Bridging departments, this role enables seamless collaboration and direct communication with senior leadership, placing the team at the center of impactful decision-making. As the organization grows, this role evolves from team lead to supervisory, expanding its influence on team development and company growth. The Work Oversee Underwriting at both Sponsor and Loan level, Portfolio Monitoring, and Compliance. Provide working knowledge and input to Credit Policy, Front-End Guidance, and credit support documents. Develop and mentor the Underwriting and Credit Analysis team. Recommend and implement the best practices as part of the Companys dedication to creating an industry-leading customer experience. Develop efficient and timely Underwriting processes, and ongoing monitoring improvement opportunities. Produce concise, complete, consistent, and accurate work products for approval authority(s), primarily Credit Approval Documents and Underwriting Packages. Develop and maintain effective working relationships with Sales leadership and the Sales support team. Educate and lead the Underwriting team to ensure accurate and efficient assessment of credit risk. Adhere to underwriting policies, guidelines, and procedures that align with industry standards and regulatory requirements; recommend enhancements thereof. Evaluate and analyze financial statements, credit reports, and other Underwriting data to inform prudent lending decisions. Develop consistent and effective processes for both initial and ongoing Sponsor-only assessments. Partner in the development and maintenance of effective portfolio assessment, monitoring, and management processes, including problem loan identification. Implement risk mitigation strategies to maintain portfolio quality. Remain current with changes in regulations and translate to Underwriting operations. Collaborate with the compliance team to enable compliant Underwriting policies and procedures. Recruit, train, and mentor Underwriters and Credit Analysts in support of a high-performing, high morale team. Foster a collaborative and inclusive team culture that encourages both innovation and continuous improvement. Your Skills & Experience 5+ years proven experience in both Construction Project and Sponsor Underwriting, preferably in regulated financial institutions. 5+ years risk assessment and portfolio management, preferably in a financial services or lending institution. Bachelor's degree in finance, business, or related field. Strong knowledge of financial analysis, credit risk modeling, and regulatory compliance. Exceptional interpersonal and written communication skills. Leadership track record of leading and developing Underwriting and Credit Analyst teams. Proficiency in financial software and tools, including LOS, financial spreads and risk-scoring tools. The Work Environment This role works on-site from Ascent's Encino office, Monday - Thursday (Fridays are work-from-home). Full-time, 40 hours per week; must be available for occasional overtime. Some nights and weekends required. Salary Range Salary range is $150k-$175k per year, with a discretionary bonus adding up to 20% per year. Our Benefits We offer a comprehensive benefits package designed to support your health, well-being, and work-life balance. Our benefits include five health plans, two dental plans, health savings and flexible spending accounts, vision coverage, a 401(k) plan, and other optional benefits from which to choose. Our Pledge We pledge to be fair and considerate in hiring and promoting individuals, ensuring everyone can contribute their fullest potential regardless of background, identity, or personal circumstances. By promoting equal opportunity, we not only enhance our workplace but also contribute to a more just and equitable society. At Ascent, we stand united in building a community where everyone is empowered to succeed. Thank you for joining us on our journey towards a more inclusive future. PI0db1-7449
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. Company Overview: CoverMyMeds LLC, a leading healthcare technology company, is dedicated to helping patients get the medications they need to live healthier lives. We are committed to innovation and providing solutions that simplify the prescription process for patients, pharmacies, and providers. Job Summary: The Senior Financial Analyst will be responsible for providing critical financial analysis, insights, and support to CMM Technology. This role involves developing and maintaining financial models, preparing forecasts and budgets, and analyzing financial performance to drive strategic decision-making. Job Responsibilities: Develop, maintain, and enhance complex financial models for forecasting, budgeting, and long-range planning. Conduct in-depth financial analysis of actual performance against budget and forecast, identifying key variances and trends. Prepare detailed financial reports, presentations, and dashboards for senior leadership and key stakeholders. Collaborate with various business units to understand operational drivers and translate them into financial impacts. Support the annual budgeting process, working closely with department heads to develop accurate and comprehensive budgets. Contribute to the strategic planning process by providing financial insights and scenario analyses. Identify opportunities for process improvement and efficiency gains within the finance function. Perform ad-hoc financial analysis as requested by management to support business initiatives and special projects. Assist in the development of business cases for new initiatives, investments, and product launches. Ensure accuracy and integrity of financial data and reports. Job Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA is a plus. 5+ years of progressive experience in financial planning & analysis (FP&A). Proven track record of developing and maintaining sophisticated financial models. Strong analytical skills with the ability to interpret complex financial data and translate it into actionable insights. Advanced proficiency in Microsoft Excel and PowerPoint. Experience with financial planning software (e.g., Hyperion, Adaptive Insights, SAP Analytics Cloud) is highly desirable. Excellent communication (written and verbal) and interpersonal skills, with the ability to present complex financial information clearly to non-financial audiences. Demonstrated ability to work independently, manage multiple priorities, and meet deadlines in a fast-paced environment. Strong attention to detail and commitment to accuracy. Experience in the technology or healthcare industry is a plus. We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $95,300 - $158,800 McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees and is committed to a diverse and inclusive environment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age or genetic information. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. Join us at McKesson!
12/10/2025
Full time
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. Company Overview: CoverMyMeds LLC, a leading healthcare technology company, is dedicated to helping patients get the medications they need to live healthier lives. We are committed to innovation and providing solutions that simplify the prescription process for patients, pharmacies, and providers. Job Summary: The Senior Financial Analyst will be responsible for providing critical financial analysis, insights, and support to CMM Technology. This role involves developing and maintaining financial models, preparing forecasts and budgets, and analyzing financial performance to drive strategic decision-making. Job Responsibilities: Develop, maintain, and enhance complex financial models for forecasting, budgeting, and long-range planning. Conduct in-depth financial analysis of actual performance against budget and forecast, identifying key variances and trends. Prepare detailed financial reports, presentations, and dashboards for senior leadership and key stakeholders. Collaborate with various business units to understand operational drivers and translate them into financial impacts. Support the annual budgeting process, working closely with department heads to develop accurate and comprehensive budgets. Contribute to the strategic planning process by providing financial insights and scenario analyses. Identify opportunities for process improvement and efficiency gains within the finance function. Perform ad-hoc financial analysis as requested by management to support business initiatives and special projects. Assist in the development of business cases for new initiatives, investments, and product launches. Ensure accuracy and integrity of financial data and reports. Job Qualifications: Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA is a plus. 5+ years of progressive experience in financial planning & analysis (FP&A). Proven track record of developing and maintaining sophisticated financial models. Strong analytical skills with the ability to interpret complex financial data and translate it into actionable insights. Advanced proficiency in Microsoft Excel and PowerPoint. Experience with financial planning software (e.g., Hyperion, Adaptive Insights, SAP Analytics Cloud) is highly desirable. Excellent communication (written and verbal) and interpersonal skills, with the ability to present complex financial information clearly to non-financial audiences. Demonstrated ability to work independently, manage multiple priorities, and meet deadlines in a fast-paced environment. Strong attention to detail and commitment to accuracy. Experience in the technology or healthcare industry is a plus. We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $95,300 - $158,800 McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees and is committed to a diverse and inclusive environment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age or genetic information. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. Join us at McKesson!
Civista Bank Description: Position Purpose: The Commercial Lender is responsible for managing and growing a diverse portfolio of commercial loans. They are responsible for knowing all aspects of loans including C&I, CRE, Construction, Lines of Credit, Letters of Credit and other complex loans. Responsibilities include building and maintaining strong relationships, identifying new business opportunities, and driving commercial loan business, revenue and deposit growth. Description of Duties, Responsibilities and Expectations: Commercial Lending Develop and manage a commercial loan portfolio. Interview customers to determine loan requirements and gather necessary information for loan applications. Analyze financial statements and other relevant data to recommend the best lending solutions based on customer needs and financial capabilities. Evaluate creditworthiness and present well-structured lending proposals Offer tailored financial solutions to meet customer objectives, while enhancing customer satisfaction and retention. Develop customized loan proposals and present them to customers to secure new business and maintain existing relationships. Follow up on pending loan deals and loan renewals. Provide updates on portfolio performance, new business, and market developments to senior leadership. Risk Management Monitor loan performance, ensuring risk is appropriately managed and financial objectives are met. Business Development & Relationship Management Identify new business opportunities and develop strategic partnerships across the region to drive loan growth and revenue with an emphasis on C&I lending opportunities. Establish and maintain strong relationships with existing and potential customers by understanding their business needs, goals, and long-term strategies. Prospect for new customers, expanding the Bank's market share. Leverage industry contacts and existing relationships to enhance revenue generation and achieve sales goals. Proactively identify opportunities to cross-sell additional products and services. Engage in industry forums or business networks to increase brand awareness and build relationships with key influencers and decision-makers. Requirements: Qualifications, Knowledge and Skills: Knowledge Of: Commercial lending industry, processes, policies, and portfolio management. Commercial and consumer lending regulations and compliance and other regulatory required reporting and practices. Regulatory and Compliance practices applicable to commercial lending. Ability To: Use Microsoft Office 365 suite including Excel, Word, PowerPoint, Outlook and Teams. Operate the Bank's financial software to access customer accounts and manage new and existing loan deals. Identify and analyze Commercial Customer business documents and navigate lending decisions Independently network to build and establish business customer relationships. Communicate professionally and effectively verbally and in writing and present complex financial information to clients and senior leadership. Required Education and Experience: Minimum 4 years of experience in Commercial Business Lending & Business Development or Credit Analyst role. A college degree in Finance, Management or equivalent. Proven track record of establishing relationships and driving business and revenue growth while managing risk. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading reports, documents, and so forth. Work involves reading, hearing, speaking, listening, typing and ability to communicate in a professional manner, in person, via telephone and via email. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving files or equipment of up to 40 lbs. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI9950cd5-
12/10/2025
Full time
Civista Bank Description: Position Purpose: The Commercial Lender is responsible for managing and growing a diverse portfolio of commercial loans. They are responsible for knowing all aspects of loans including C&I, CRE, Construction, Lines of Credit, Letters of Credit and other complex loans. Responsibilities include building and maintaining strong relationships, identifying new business opportunities, and driving commercial loan business, revenue and deposit growth. Description of Duties, Responsibilities and Expectations: Commercial Lending Develop and manage a commercial loan portfolio. Interview customers to determine loan requirements and gather necessary information for loan applications. Analyze financial statements and other relevant data to recommend the best lending solutions based on customer needs and financial capabilities. Evaluate creditworthiness and present well-structured lending proposals Offer tailored financial solutions to meet customer objectives, while enhancing customer satisfaction and retention. Develop customized loan proposals and present them to customers to secure new business and maintain existing relationships. Follow up on pending loan deals and loan renewals. Provide updates on portfolio performance, new business, and market developments to senior leadership. Risk Management Monitor loan performance, ensuring risk is appropriately managed and financial objectives are met. Business Development & Relationship Management Identify new business opportunities and develop strategic partnerships across the region to drive loan growth and revenue with an emphasis on C&I lending opportunities. Establish and maintain strong relationships with existing and potential customers by understanding their business needs, goals, and long-term strategies. Prospect for new customers, expanding the Bank's market share. Leverage industry contacts and existing relationships to enhance revenue generation and achieve sales goals. Proactively identify opportunities to cross-sell additional products and services. Engage in industry forums or business networks to increase brand awareness and build relationships with key influencers and decision-makers. Requirements: Qualifications, Knowledge and Skills: Knowledge Of: Commercial lending industry, processes, policies, and portfolio management. Commercial and consumer lending regulations and compliance and other regulatory required reporting and practices. Regulatory and Compliance practices applicable to commercial lending. Ability To: Use Microsoft Office 365 suite including Excel, Word, PowerPoint, Outlook and Teams. Operate the Bank's financial software to access customer accounts and manage new and existing loan deals. Identify and analyze Commercial Customer business documents and navigate lending decisions Independently network to build and establish business customer relationships. Communicate professionally and effectively verbally and in writing and present complex financial information to clients and senior leadership. Required Education and Experience: Minimum 4 years of experience in Commercial Business Lending & Business Development or Credit Analyst role. A college degree in Finance, Management or equivalent. Proven track record of establishing relationships and driving business and revenue growth while managing risk. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading reports, documents, and so forth. Work involves reading, hearing, speaking, listening, typing and ability to communicate in a professional manner, in person, via telephone and via email. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving files or equipment of up to 40 lbs. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PI9950cd5-
