CONTROL TESTING /REPORTING LEAD 1LOD WHAT IS THE OPPORTUNITY? The 1LOD Control Testing/Reporting Lead is a key strategic and integral role for the overall success of the bank. This role is responsible for (i) with the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities; (ii) consulting risk owners on how to design and implement controls to mitigate the risks in a process; (iii) leading the analysts to perform control testing that evaluate the design and operating effectiveness of CNB's first line key controls; (iv)analyzing, aggregating, and articulating the results/issues/recommendations related to control testing activities; and (v) maintaining a thorough understanding of CNB's Internal Controls Management Policy, control testing methodologies, and related regulatory and compliance standards. This dynamic position provides opportunities for working across CNB, including across the business, 2LOD and internal audit. WHAT WILL YOU DO? With the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities Consulting risk owners on how to design and implement controls to mitigate the risks in a process Responsible for planning, executing, and reviewing Control Assessments (i.e. Testing) that evaluate the design and operating effectiveness of CNB's first line Key Controls Maintain a thorough understanding of CNB's Internal Controls Management Policy and Standards, control testing methodologies, and related regulatory and compliance standards, including but not limited to enterprise risk management, data governance, third party risk management, model risk management, business continuity, fraud risk management, and associated regulations, guidance, and regulatory expectations Develop robust and scalable testing modules, scripts, and other guides including testing approach for evaluating the effectiveness of CNB's first line Key Controls to mitigate key risk exposures related to regulatory requirements and CNB risk policies and standards Exhibit high attention to detail in documentation of control evaluation work papers and remediation of reviewer's commentary Exhibit high attention to detail and strategic thinking in analyzing, aggregating, and articulating the results/issues of control testing activities and value-add opportunities for improvement of Key Controls to CNB Senior Management and other stakeholders Contribute to the articulation of results/conclusions/memos of control testing activities and communicate to key stakeholders across CNB Support development, implementation, and continuous improvement of tools, templates, and best practices that support control testing and reporting activities Assist with the validation and closure of control issues as identified through testing Maintain solid working relationships with 1LOD, 2LOD and internal audit Supports a high-performance environment by fostering an inclusive work environment, helping/elevating peers, and taking ownership of individual developmental goals Acts as brand ambassador of the CoE by developing solid working relationships across the organization as to facilitate communication and strategic partnerships Contribute to ad-hoc assignments and special projects WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 5 years of experience in controls testing, internal audit, quality control roles, or other complimentary capacities, preferably within the financial services industry, a public accounting firm, or with a financial institutions regulator Minimum 3 years of experience in the financial services industry Additional Qualifications Preferred Certifications: CPA - Certified Public Accountant, CIA - Certified Internal Auditor, CISA - Certified Information Systems Auditor, and CISSP - Certified Information Systems Security Professional Knowledge of FINRA, SEC, MSRB, FRBNY and OCC rules and regulations Experience with operating in a highly matrixed environment Excellent communication and presentations skills Demonstrated experience supporting risk projects across multiple business lines offering a wide variety of financial services products and services Excellent analytical and complex problem-solving skills Knowledge of the financial services sector, particularly with the competitive dynamics and products in banking and risk management Strong time management skills WHAT'S IN IT FOR YOU? Compensation Starting base salary: $77,000-143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. 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. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
03/09/2026
Full time
CONTROL TESTING /REPORTING LEAD 1LOD WHAT IS THE OPPORTUNITY? The 1LOD Control Testing/Reporting Lead is a key strategic and integral role for the overall success of the bank. This role is responsible for (i) with the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities; (ii) consulting risk owners on how to design and implement controls to mitigate the risks in a process; (iii) leading the analysts to perform control testing that evaluate the design and operating effectiveness of CNB's first line key controls; (iv)analyzing, aggregating, and articulating the results/issues/recommendations related to control testing activities; and (v) maintaining a thorough understanding of CNB's Internal Controls Management Policy, control testing methodologies, and related regulatory and compliance standards. This dynamic position provides opportunities for working across CNB, including across the business, 2LOD and internal audit. WHAT WILL YOU DO? With the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities Consulting risk owners on how to design and implement controls to mitigate the risks in a process Responsible for planning, executing, and reviewing Control Assessments (i.e. Testing) that evaluate the design and operating effectiveness of CNB's first line Key Controls Maintain a thorough understanding of CNB's Internal Controls Management Policy and Standards, control testing methodologies, and related regulatory and compliance standards, including but not limited to enterprise risk management, data governance, third party risk management, model risk management, business continuity, fraud risk management, and associated regulations, guidance, and regulatory expectations Develop robust and scalable testing modules, scripts, and other guides including testing approach for evaluating the effectiveness of CNB's first line Key Controls to mitigate key risk exposures related to regulatory requirements and CNB risk policies and standards Exhibit high attention to detail in documentation of control evaluation work papers and remediation of reviewer's commentary Exhibit high attention to detail and strategic thinking in analyzing, aggregating, and articulating the results/issues of control testing activities and value-add opportunities for improvement of Key Controls to CNB Senior Management and other stakeholders Contribute to the articulation of results/conclusions/memos of control testing activities and communicate to key stakeholders across CNB Support development, implementation, and continuous improvement of tools, templates, and best practices that support control testing and reporting activities Assist with the validation and closure of control issues as identified through testing Maintain solid working relationships with 1LOD, 2LOD and internal audit Supports a high-performance environment by fostering an inclusive work environment, helping/elevating peers, and taking ownership of individual developmental goals Acts as brand ambassador of the CoE by developing solid working relationships across the organization as to facilitate communication and strategic partnerships Contribute to ad-hoc assignments and special projects WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 5 years of experience in controls testing, internal audit, quality control roles, or other complimentary capacities, preferably within the financial services industry, a public accounting firm, or with a financial institutions regulator Minimum 3 years of experience in the financial services industry Additional Qualifications Preferred Certifications: CPA - Certified Public Accountant, CIA - Certified Internal Auditor, CISA - Certified Information Systems Auditor, and CISSP - Certified Information Systems Security Professional Knowledge of FINRA, SEC, MSRB, FRBNY and OCC rules and regulations Experience with operating in a highly matrixed environment Excellent communication and presentations skills Demonstrated experience supporting risk projects across multiple business lines offering a wide variety of financial services products and services Excellent analytical and complex problem-solving skills Knowledge of the financial services sector, particularly with the competitive dynamics and products in banking and risk management Strong time management skills WHAT'S IN IT FOR YOU? Compensation Starting base salary: $77,000-143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. 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. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
CONTROL TESTING /REPORTING LEAD 1LOD WHAT IS THE OPPORTUNITY? The 1LOD Control Testing/Reporting Lead is a key strategic and integral role for the overall success of the bank. This role is responsible for (i) with the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities; (ii) consulting risk owners on how to design and implement controls to mitigate the risks in a process; (iii) leading the analysts to perform control testing that evaluate the design and operating effectiveness of CNB's first line key controls; (iv)analyzing, aggregating, and articulating the results/issues/recommendations related to control testing activities; and (v) maintaining a thorough understanding of CNB's Internal Controls Management Policy, control testing methodologies, and related regulatory and compliance standards. This dynamic position provides opportunities for working across CNB, including across the business, 2LOD and internal audit. WHAT WILL YOU DO? With the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities Consulting risk owners on how to design and implement controls to mitigate the risks in a process Responsible for planning, executing, and reviewing Control Assessments (i.e. Testing) that evaluate the design and operating effectiveness of CNB's first line Key Controls Maintain a thorough understanding of CNB's Internal Controls Management Policy and Standards, control testing methodologies, and related regulatory and compliance standards, including but not limited to enterprise risk management, data governance, third party risk management, model risk management, business continuity, fraud risk management, and associated regulations, guidance, and regulatory expectations Develop robust and scalable testing modules, scripts, and other guides including testing approach for evaluating the effectiveness of CNB's first line Key Controls to mitigate key risk exposures related to regulatory requirements and CNB risk policies and standards Exhibit high attention to detail in documentation of control evaluation work papers and remediation of reviewer's commentary Exhibit high attention to detail and strategic thinking in analyzing, aggregating, and articulating the results/issues of control testing activities and value-add opportunities for improvement of Key Controls to CNB Senior Management and other stakeholders Contribute to the articulation of results/conclusions/memos of control testing activities and communicate to key stakeholders across CNB Support development, implementation, and continuous improvement of tools, templates, and best practices that support control testing and reporting activities Assist with the validation and closure of control issues as identified through testing Maintain solid working relationships with 1LOD, 2LOD and internal audit Supports a high-performance environment by fostering an inclusive work environment, helping/elevating peers, and taking ownership of individual developmental goals Acts as brand ambassador of the CoE by developing solid working relationships across the organization as to facilitate communication and strategic partnerships Contribute to ad-hoc assignments and special projects WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 5 years of experience in controls testing, internal audit, quality control roles, or other complimentary capacities, preferably within the financial services industry, a public accounting firm, or with a financial institutions regulator Minimum 3 years of experience in the financial services industry Additional Qualifications Preferred Certifications: CPA - Certified Public Accountant, CIA - Certified Internal Auditor, CISA - Certified Information Systems Auditor, and CISSP - Certified Information Systems Security Professional Knowledge of FINRA, SEC, MSRB, FRBNY and OCC rules and regulations Experience with operating in a highly matrixed environment Excellent communication and presentations skills Demonstrated experience supporting risk projects across multiple business lines offering a wide variety of financial services products and services Excellent analytical and complex problem-solving skills Knowledge of the financial services sector, particularly with the competitive dynamics and products in banking and risk management Strong time management skills WHAT'S IN IT FOR YOU? Compensation Starting base salary: $77,000-143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. 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. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
03/09/2026
Full time
CONTROL TESTING /REPORTING LEAD 1LOD WHAT IS THE OPPORTUNITY? The 1LOD Control Testing/Reporting Lead is a key strategic and integral role for the overall success of the bank. This role is responsible for (i) with the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities; (ii) consulting risk owners on how to design and implement controls to mitigate the risks in a process; (iii) leading the analysts to perform control testing that evaluate the design and operating effectiveness of CNB's first line key controls; (iv)analyzing, aggregating, and articulating the results/issues/recommendations related to control testing activities; and (v) maintaining a thorough understanding of CNB's Internal Controls Management Policy, control testing methodologies, and related regulatory and compliance standards. This dynamic position provides opportunities for working across CNB, including across the business, 2LOD and internal audit. WHAT WILL YOU DO? With the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities Consulting risk owners on how to design and implement controls to mitigate the risks in a process Responsible for planning, executing, and reviewing Control Assessments (i.e. Testing) that evaluate the design and operating effectiveness of CNB's first line Key Controls Maintain a thorough understanding of CNB's Internal Controls Management Policy and Standards, control testing methodologies, and related regulatory and compliance standards, including but not limited to enterprise risk management, data governance, third party risk management, model risk management, business continuity, fraud risk management, and associated regulations, guidance, and regulatory expectations Develop robust and scalable testing modules, scripts, and other guides including testing approach for evaluating the effectiveness of CNB's first line Key Controls to mitigate key risk exposures related to regulatory requirements and CNB risk policies and standards Exhibit high attention to detail in documentation of control evaluation work papers and remediation of reviewer's commentary Exhibit high attention to detail and strategic thinking in analyzing, aggregating, and articulating the results/issues of control testing activities and value-add opportunities for improvement of Key Controls to CNB Senior Management and other stakeholders Contribute to the articulation of results/conclusions/memos of control testing activities and communicate to key stakeholders across CNB Support development, implementation, and continuous improvement of tools, templates, and best practices that support control testing and reporting activities Assist with the validation and closure of control issues as identified through testing Maintain solid working relationships with 1LOD, 2LOD and internal audit Supports a high-performance environment by fostering an inclusive work environment, helping/elevating peers, and taking ownership of individual developmental goals Acts as brand ambassador of the CoE by developing solid working relationships across the organization as to facilitate communication and strategic partnerships Contribute to ad-hoc assignments and special projects WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 5 years of experience in controls testing, internal audit, quality control roles, or other complimentary capacities, preferably within the financial services industry, a public accounting firm, or with a financial institutions regulator Minimum 3 years of experience in the financial services industry Additional Qualifications Preferred Certifications: CPA - Certified Public Accountant, CIA - Certified Internal Auditor, CISA - Certified Information Systems Auditor, and CISSP - Certified Information Systems Security Professional Knowledge of FINRA, SEC, MSRB, FRBNY and OCC rules and regulations Experience with operating in a highly matrixed environment Excellent communication and presentations skills Demonstrated experience supporting risk projects across multiple business lines offering a wide variety of financial services products and services Excellent analytical and complex problem-solving skills Knowledge of the financial services sector, particularly with the competitive dynamics and products in banking and risk management Strong time management skills WHAT'S IN IT FOR YOU? Compensation Starting base salary: $77,000-143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. 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. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
BUSINESS CONTROLS ANALYST I WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control Managers ("BCM"s) and Business Control Senior Analyst and or Lead for Consumer Banking and will partner with the Risk Framework leadership team. Responsibilities will encompass understanding controls required for compliance with applicable regulations, identification of relevant issues, solution design, design of required controls and monitoring, leveraging industry practices and coordination with colleagues across the organization.This role is expected to contribute constructively and balance challenges, supporting alignment of business objectives with CNB's risk appetite and established limits. WHAT WILL YOU DO? Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements. Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2nd and 3rd lines to strengthen the control environment and enhance risk management practices. Analyze and evaluate data that effects the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line. Support on Control Standards to ensure compliance-related controls are documented in line with the standards Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units. Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period Assist with the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Entertainment Banking activities (focus on Compliance-related controls) Coordinate with 1st LOD Testing team to understand observations related to compliance controls and ensure appropriate actions are documented to remediate gaps Act as the business teams' liaison for business line risk management, compliance activities, legal engagement, and internal or external audits. Act as a liaison representing Business Control Office at internal meetings; establishing and cultivating strong working relationships with all stakeholders. Attend meetings with and/or in place of SVP BCO, provide feedback and escalate decision. Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed and managed appropriately. Understand interdependencies to achieve success. Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message. Prioritize organizational risk management objectives. Participate in special projects as necessary. Facilitate audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree 2+ years within or related to financial services Additional Qualifications 2 years in a role requiring complex problem solving Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., Defining and deconstructing problems Prioritizing issues and analysis Structuring and building quantitative and qualitative/conceptual analyses Knowledge in Financial Services, Project Management Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $60,500 to $104,500. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. 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. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
03/08/2026
Full time
BUSINESS CONTROLS ANALYST I WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control Managers ("BCM"s) and Business Control Senior Analyst and or Lead for Consumer Banking and will partner with the Risk Framework leadership team. Responsibilities will encompass understanding controls required for compliance with applicable regulations, identification of relevant issues, solution design, design of required controls and monitoring, leveraging industry practices and coordination with colleagues across the organization.This role is expected to contribute constructively and balance challenges, supporting alignment of business objectives with CNB's risk appetite and established limits. WHAT WILL YOU DO? Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements. Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2nd and 3rd lines to strengthen the control environment and enhance risk management practices. Analyze and evaluate data that effects the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line. Support on Control Standards to ensure compliance-related controls are documented in line with the standards Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units. Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period Assist with the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Entertainment Banking activities (focus on Compliance-related controls) Coordinate with 1st LOD Testing team to understand observations related to compliance controls and ensure appropriate actions are documented to remediate gaps Act as the business teams' liaison for business line risk management, compliance activities, legal engagement, and internal or external audits. Act as a liaison representing Business Control Office at internal meetings; establishing and cultivating strong working relationships with all stakeholders. Attend meetings with and/or in place of SVP BCO, provide feedback and escalate decision. Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed and managed appropriately. Understand interdependencies to achieve success. Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message. Prioritize organizational risk management objectives. Participate in special projects as necessary. Facilitate audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree 2+ years within or related to financial services Additional Qualifications 2 years in a role requiring complex problem solving Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., Defining and deconstructing problems Prioritizing issues and analysis Structuring and building quantitative and qualitative/conceptual analyses Knowledge in Financial Services, Project Management Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $60,500 to $104,500. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. 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. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
BUSINESS CONTROLS ANALYST I WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control Managers ("BCM"s) and Business Control Senior Analyst and or Lead for Consumer Banking and will partner with the Risk Framework leadership team. Responsibilities will encompass understanding controls required for compliance with applicable regulations, identification of relevant issues, solution design, design of required controls and monitoring, leveraging industry practices and coordination with colleagues across the organization.This role is expected to contribute constructively and balance challenges, supporting alignment of business objectives with CNB's risk appetite and established limits. WHAT WILL YOU DO? Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements. Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2nd and 3rd lines to strengthen the control environment and enhance risk management practices. Analyze and evaluate data that effects the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line. Support on Control Standards to ensure compliance-related controls are documented in line with the standards Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units. Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period Assist with the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Entertainment Banking activities (focus on Compliance-related controls) Coordinate with 1st LOD Testing team to understand observations related to compliance controls and ensure appropriate actions are documented to remediate gaps Act as the business teams' liaison for business line risk management, compliance activities, legal engagement, and internal or external audits. Act as a liaison representing Business Control Office at internal meetings; establishing and cultivating strong working relationships with all stakeholders. Attend meetings with and/or in place of SVP BCO, provide feedback and escalate decision. Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed and managed appropriately. Understand interdependencies to achieve success. Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message. Prioritize organizational risk management objectives. Participate in special projects as necessary. Facilitate audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree 2+ years within or related to financial services Additional Qualifications 2 years in a role requiring complex problem solving Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., Defining and deconstructing problems Prioritizing issues and analysis Structuring and building quantitative and qualitative/conceptual analyses Knowledge in Financial Services, Project Management Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $60,500 to $104,500. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. 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. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
03/07/2026
Full time
BUSINESS CONTROLS ANALYST I WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control Managers ("BCM"s) and Business Control Senior Analyst and or Lead for Consumer Banking and will partner with the Risk Framework leadership team. Responsibilities will encompass understanding controls required for compliance with applicable regulations, identification of relevant issues, solution design, design of required controls and monitoring, leveraging industry practices and coordination with colleagues across the organization.This role is expected to contribute constructively and balance challenges, supporting alignment of business objectives with CNB's risk appetite and established limits. WHAT WILL YOU DO? Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements. Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2nd and 3rd lines to strengthen the control environment and enhance risk management practices. Analyze and evaluate data that effects the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line. Support on Control Standards to ensure compliance-related controls are documented in line with the standards Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units. Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period Assist with the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Entertainment Banking activities (focus on Compliance-related controls) Coordinate with 1st LOD Testing team to understand observations related to compliance controls and ensure appropriate actions are documented to remediate gaps Act as the business teams' liaison for business line risk management, compliance activities, legal engagement, and internal or external audits. Act as a liaison representing Business Control Office at internal meetings; establishing and cultivating strong working relationships with all stakeholders. Attend meetings with and/or in place of SVP BCO, provide feedback and escalate decision. Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed and managed appropriately. Understand interdependencies to achieve success. Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message. Prioritize organizational risk management objectives. Participate in special projects as necessary. Facilitate audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree 2+ years within or related to financial services Additional Qualifications 2 years in a role requiring complex problem solving Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., Defining and deconstructing problems Prioritizing issues and analysis Structuring and building quantitative and qualitative/conceptual analyses Knowledge in Financial Services, Project Management Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $60,500 to $104,500. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. 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. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
BUSINESS CONTROLS ANALYST I WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control Managers ("BCM"s) and Business Control Senior Analyst and or Lead for Consumer Banking and will partner with the Risk Framework leadership team. Responsibilities will encompass understanding controls required for compliance with applicable regulations, identification of relevant issues, solution design, design of required controls and monitoring, leveraging industry practices and coordination with colleagues across the organization.This role is expected to contribute constructively and balance challenges, supporting alignment of business objectives with CNB's risk appetite and established limits. WHAT WILL YOU DO? Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements. Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2nd and 3rd lines to strengthen the control environment and enhance risk management practices. Analyze and evaluate data that effects the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line. Support on Control Standards to ensure compliance-related controls are documented in line with the standards Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units. Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period Assist with the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Entertainment Banking activities (focus on Compliance-related controls) Coordinate with 1st LOD Testing team to understand observations related to compliance controls and ensure appropriate actions are documented to remediate gaps Act as the business teams' liaison for business line risk management, compliance activities, legal engagement, and internal or external audits. Act as a liaison representing Business Control Office at internal meetings; establishing and cultivating strong working relationships with all stakeholders. Attend meetings with and/or in place of SVP BCO, provide feedback and escalate decision. Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed and managed appropriately. Understand interdependencies to achieve success. Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message. Prioritize organizational risk management objectives. Participate in special projects as necessary. Facilitate audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree 2+ years within or related to financial services Additional Qualifications 2 years in a role requiring complex problem solving Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., Defining and deconstructing problems Prioritizing issues and analysis Structuring and building quantitative and qualitative/conceptual analyses Knowledge in Financial Services, Project Management Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $60,500 to $104,500. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. 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. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
03/07/2026
Full time
BUSINESS CONTROLS ANALYST I WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control Managers ("BCM"s) and Business Control Senior Analyst and or Lead for Consumer Banking and will partner with the Risk Framework leadership team. Responsibilities will encompass understanding controls required for compliance with applicable regulations, identification of relevant issues, solution design, design of required controls and monitoring, leveraging industry practices and coordination with colleagues across the organization.This role is expected to contribute constructively and balance challenges, supporting alignment of business objectives with CNB's risk appetite and established limits. WHAT WILL YOU DO? Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements. Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2nd and 3rd lines to strengthen the control environment and enhance risk management practices. Analyze and evaluate data that effects the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line. Support on Control Standards to ensure compliance-related controls are documented in line with the standards Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units. Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period Assist with the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Entertainment Banking activities (focus on Compliance-related controls) Coordinate with 1st LOD Testing team to understand observations related to compliance controls and ensure appropriate actions are documented to remediate gaps Act as the business teams' liaison for business line risk management, compliance activities, legal engagement, and internal or external audits. Act as a liaison representing Business Control Office at internal meetings; establishing and cultivating strong working relationships with all stakeholders. Attend meetings with and/or in place of SVP BCO, provide feedback and escalate decision. Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed and managed appropriately. Understand interdependencies to achieve success. Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message. Prioritize organizational risk management objectives. Participate in special projects as necessary. Facilitate audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree 2+ years within or related to financial services Additional Qualifications 2 years in a role requiring complex problem solving Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., Defining and deconstructing problems Prioritizing issues and analysis Structuring and building quantitative and qualitative/conceptual analyses Knowledge in Financial Services, Project Management Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $60,500 to $104,500. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. 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. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
KYC REVIEW ANALYST- OPS WHAT IS THE OPPORTUNITY? Conduct Enhanced Due Diligence background investigations for commercial loan borrowers in adherence with credit policy and compliance with BSA and USA Patriot Act. Responsible for the quality assurance and integrity of the "Know Your Client" (KYC) program on new and existing client relationships. Perform review and provide clearance on potential negative news alerts for new clients or during periodic client reviews. Perform prospect client reviews and provide recommendations prior to onboarding prospects as well as other referrals from line units. WHAT WILL YOU DO? The KYC Review (Specialist - Senior) will perform Enhance Due Diligence (EDD) reviews for commercial loan borrowers and prospect reviews utilizing a variety of internal bank systems and external research tools to investigate, research, and prepare documentation/summaries consistent with resolution of investigation. Perform timely investigations with well-reasoned and supported decision-making. Conducts follow-up with line colleagues for any missing or necessary information. Completes required training. Performs other duties as assigned or requested. KYC - the analyst is able to perform review and clearance of potential negative news alerts on new clients and during periodic client reviews and escalate true matches accordingly. KYC - the analyst is able to review and verify that a Know Your Client (KYC) is completed for new accounts, and Anticipated Activity questions for Business and Individual clients with new transactional accounts. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Requires 3-5 years' experience in Banking Services, branch operations, risk management or related function and two years' of BSA/AML experience 2 years' experience using Microsoft Office Additional Qualifications Analytical skills, solid understanding of deposit and loan transactions, use of good judgment, attention to detail, internet savvy, good knowledge of Bank Secrecy Act and USA PATRIOT acts. Great communication and writing skills. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $25.93 - $41.43 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. 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. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
03/07/2026
Full time
KYC REVIEW ANALYST- OPS WHAT IS THE OPPORTUNITY? Conduct Enhanced Due Diligence background investigations for commercial loan borrowers in adherence with credit policy and compliance with BSA and USA Patriot Act. Responsible for the quality assurance and integrity of the "Know Your Client" (KYC) program on new and existing client relationships. Perform review and provide clearance on potential negative news alerts for new clients or during periodic client reviews. Perform prospect client reviews and provide recommendations prior to onboarding prospects as well as other referrals from line units. WHAT WILL YOU DO? The KYC Review (Specialist - Senior) will perform Enhance Due Diligence (EDD) reviews for commercial loan borrowers and prospect reviews utilizing a variety of internal bank systems and external research tools to investigate, research, and prepare documentation/summaries consistent with resolution of investigation. Perform timely investigations with well-reasoned and supported decision-making. Conducts follow-up with line colleagues for any missing or necessary information. Completes required training. Performs other duties as assigned or requested. KYC - the analyst is able to perform review and clearance of potential negative news alerts on new clients and during periodic client reviews and escalate true matches accordingly. KYC - the analyst is able to review and verify that a Know Your Client (KYC) is completed for new accounts, and Anticipated Activity questions for Business and Individual clients with new transactional accounts. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Requires 3-5 years' experience in Banking Services, branch operations, risk management or related function and two years' of BSA/AML experience 2 years' experience using Microsoft Office Additional Qualifications Analytical skills, solid understanding of deposit and loan transactions, use of good judgment, attention to detail, internet savvy, good knowledge of Bank Secrecy Act and USA PATRIOT acts. Great communication and writing skills. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $25.93 - $41.43 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. 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. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
100% Remote (Dallas-based Candidates Preferred) Senior Analyst Opportunity - Leading Project Financing and Budgeting This Jobot Job is hosted by: John Armel Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $115,000 - $125,000 per year A bit about us: We are seeking a highly motivated and experienced Senior Analyst to join our dynamic client in the Data Center industry. This is an exciting opportunity for a professional with solid experience in financial analysis, project costing, and operational finance. The successful candidate will play a critical role in supporting strategic decision-making, optimizing operational efficiency, and driving profitable growth. This role requires a strong acumen in financial analysis, project management, and strategic planning. The candidate must have a minimum of 5 years of experience in a similar role. Why join us? 100% Remote (Dallas-based Candidates Preferred) Senior Analyst Opportunity - Leading Project Financing and Budgeting Job Details Responsibilities: 1. Conducting thorough financial analysis and providing strategic recommendations to senior management. 2. Overseeing project costing and ensuring that all projects are delivered on time and within budget. 3. Developing and implementing financial models to support strategic initiatives and business decisions. 4. Collaborating with cross-functional teams to optimize operational efficiency and profitability. 5. Providing financial insights and recommendations to support business growth and profitability. 6. Conducting risk assessments and providing recommendations to mitigate financial risks. 7. Ensuring compliance with financial regulations and standards. 8. Participating in the development and implementation of financial policies and procedures. 9. Keeping abreast of industry trends and developments to support strategic decision-making. Qualifications: 1. A Bachelor's degree in Finance, Accounting, or related field. A Master's degree or equivalent will be an added advantage. 2. A minimum of 5 years of experience in financial analysis, project costing, or operational finance. 3. Professional certifications such as CFA, CPA, or equivalent are required. 4. Previous experience in the Big 4, Private Equity, or Energy industry is highly desirable. 5. Strong knowledge of financial modeling, project costing, and operational finance. 6. Excellent analytical, strategic planning, and problem-solving skills. 7. Strong communication and presentation skills. 8. Ability to work collaboratively with cross-functional teams. 9. Proficiency in financial software and Microsoft Office Suite. 10. High level of integrity and professionalism. This is an exciting opportunity to join a dynamic team in a fast-paced and challenging environment. If you are a highly motivated professional with a passion for financial analysis and strategic decision-making, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
03/05/2026
Full time
100% Remote (Dallas-based Candidates Preferred) Senior Analyst Opportunity - Leading Project Financing and Budgeting This Jobot Job is hosted by: John Armel Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $115,000 - $125,000 per year A bit about us: We are seeking a highly motivated and experienced Senior Analyst to join our dynamic client in the Data Center industry. This is an exciting opportunity for a professional with solid experience in financial analysis, project costing, and operational finance. The successful candidate will play a critical role in supporting strategic decision-making, optimizing operational efficiency, and driving profitable growth. This role requires a strong acumen in financial analysis, project management, and strategic planning. The candidate must have a minimum of 5 years of experience in a similar role. Why join us? 100% Remote (Dallas-based Candidates Preferred) Senior Analyst Opportunity - Leading Project Financing and Budgeting Job Details Responsibilities: 1. Conducting thorough financial analysis and providing strategic recommendations to senior management. 2. Overseeing project costing and ensuring that all projects are delivered on time and within budget. 3. Developing and implementing financial models to support strategic initiatives and business decisions. 4. Collaborating with cross-functional teams to optimize operational efficiency and profitability. 5. Providing financial insights and recommendations to support business growth and profitability. 6. Conducting risk assessments and providing recommendations to mitigate financial risks. 7. Ensuring compliance with financial regulations and standards. 8. Participating in the development and implementation of financial policies and procedures. 9. Keeping abreast of industry trends and developments to support strategic decision-making. Qualifications: 1. A Bachelor's degree in Finance, Accounting, or related field. A Master's degree or equivalent will be an added advantage. 2. A minimum of 5 years of experience in financial analysis, project costing, or operational finance. 3. Professional certifications such as CFA, CPA, or equivalent are required. 4. Previous experience in the Big 4, Private Equity, or Energy industry is highly desirable. 5. Strong knowledge of financial modeling, project costing, and operational finance. 6. Excellent analytical, strategic planning, and problem-solving skills. 7. Strong communication and presentation skills. 8. Ability to work collaboratively with cross-functional teams. 9. Proficiency in financial software and Microsoft Office Suite. 10. High level of integrity and professionalism. This is an exciting opportunity to join a dynamic team in a fast-paced and challenging environment. If you are a highly motivated professional with a passion for financial analysis and strategic decision-making, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Exciting opportunity to join a growing SaaS company offering growth, competitive salary, benefits, and more! This Jobot Job is hosted by: Travis Poley Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $80,000 - $95,000 per year A bit about us: We are seeking a dynamic and experienced Permanent Financial Analyst with a strong background in the SaaS (Software as a Service) and Mortgage industry. This unique opportunity will allow you to leverage your analytical acumen to drive financial planning, analysis, and decision-making processes within our thriving company. The ideal candidate will be a strategic thinker who can translate complex financial data into clear, actionable insights. This role requires a deep understanding of financial modeling and forecasting, as well as the ability to work collaboratively with cross-functional Why join us? Competitive Compensation Bonus Benefits 401K PTO Growth So much Job Details Responsibilities: 1. Develop and maintain sophisticated financial models to support strategic initiatives, budgeting, and forecasting. 2. Analyze and interpret complex financial and operational data to provide accurate and timely financial recommendations to management for decision making purposes. 3. Lead the SaaS metrics and analytics reporting, including MRR, ARR, churn, LTV, CAC, and other key business metrics. 4. Collaborate with cross-functional teams to analyze business performance and develop financial strategies. 5. Present financial analysis and reports to senior management, highlighting trends, variances, risks, and opportunities. 6. Support the annual budgeting and strategic planning process by preparing financial forecasts and conducting variance analysis. 7. Develop and implement process improvements to enhance the efficiency and accuracy of financial reporting and analysis. 8. Provide guidance on financial trends and expected future outcomes in the mortgage industry. Qualifications: 1. Bachelor's degree in Finance, Accounting, or related field. MBA or relevant advanced degree is preferred. 2. Minimum of 5 years of experience in a financial analysis role within the SaaS or Mortgage industry. 3. Advanced proficiency in Excel, including pivot tables, v-lookups, and complex formulas. 4. Strong understanding of SaaS metrics and experience with financial modeling and forecasting. 5. Excellent analytical and problem-solving skills, with the ability to transform complex data into actionable insights. 6. Strong communication skills, with the ability to present financial data to non-financial audiences. 7. Ability to work collaboratively with cross-functional teams and manage multiple priorities in a fast-paced environment. 8. High level of attention to detail and accuracy, with a strong commitment to continuous improvement. 9. Knowledge of financial regulations and legislation in the mortgage industry would be an added advantage. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
03/05/2026
Full time
Exciting opportunity to join a growing SaaS company offering growth, competitive salary, benefits, and more! This Jobot Job is hosted by: Travis Poley Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $80,000 - $95,000 per year A bit about us: We are seeking a dynamic and experienced Permanent Financial Analyst with a strong background in the SaaS (Software as a Service) and Mortgage industry. This unique opportunity will allow you to leverage your analytical acumen to drive financial planning, analysis, and decision-making processes within our thriving company. The ideal candidate will be a strategic thinker who can translate complex financial data into clear, actionable insights. This role requires a deep understanding of financial modeling and forecasting, as well as the ability to work collaboratively with cross-functional Why join us? Competitive Compensation Bonus Benefits 401K PTO Growth So much Job Details Responsibilities: 1. Develop and maintain sophisticated financial models to support strategic initiatives, budgeting, and forecasting. 2. Analyze and interpret complex financial and operational data to provide accurate and timely financial recommendations to management for decision making purposes. 3. Lead the SaaS metrics and analytics reporting, including MRR, ARR, churn, LTV, CAC, and other key business metrics. 4. Collaborate with cross-functional teams to analyze business performance and develop financial strategies. 5. Present financial analysis and reports to senior management, highlighting trends, variances, risks, and opportunities. 6. Support the annual budgeting and strategic planning process by preparing financial forecasts and conducting variance analysis. 7. Develop and implement process improvements to enhance the efficiency and accuracy of financial reporting and analysis. 8. Provide guidance on financial trends and expected future outcomes in the mortgage industry. Qualifications: 1. Bachelor's degree in Finance, Accounting, or related field. MBA or relevant advanced degree is preferred. 2. Minimum of 5 years of experience in a financial analysis role within the SaaS or Mortgage industry. 3. Advanced proficiency in Excel, including pivot tables, v-lookups, and complex formulas. 4. Strong understanding of SaaS metrics and experience with financial modeling and forecasting. 5. Excellent analytical and problem-solving skills, with the ability to transform complex data into actionable insights. 6. Strong communication skills, with the ability to present financial data to non-financial audiences. 7. Ability to work collaboratively with cross-functional teams and manage multiple priorities in a fast-paced environment. 8. High level of attention to detail and accuracy, with a strong commitment to continuous improvement. 9. Knowledge of financial regulations and legislation in the mortgage industry would be an added advantage. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Partners 1st Federal Credit Union
Fort Wayne, Indiana
Description: Partners 1st Federal Credit Union will provide U with a competitive salary, paid illness, personal time, vacation, holidays, medical/dental/vision/life insurance, generous 401(k) retirement plan with company matches, tuition reimbursement, weekly pay, and a professional and fun office working environment. Are U willing to provide our members with your enthusiasm for service, integrity to become their trusted financial partner, create and support quality teamwork among staff and able to apply your knowledge, skills and experience with member service and problem solving to accomplish important and meaningful work. This position is for U if you are are a strategic thinker with strong leadership and decision making skills, enjoy collaboration and innovation, and are able to work at our Directors Row location, Fort Wayne, IN, full-time, 40 hrs/wk, with a schedule of: Mon-Fri: 8:00am-5:00pm There can be some flexibility with the schedule, as far as daily schedule, if needed. Role This pivotal leadership role will shape the strategic direction of our commercial lending operations, driving innovation, growth, and profitability while upholding our commitment to exceptional member service and community impact. The ideal candidate will need a proven track record of transformative leadership, deep industry expertise, and a passion for fostering economic development in the communities we serve. By leveraging strategic insights and cultivating strong relationships, the SVP Business Services will position the credit union as a trusted partner for businesses and a leader in the regional financial landscape. Major Duties and Responsibilities 20% Lead, mentor, and develop a high-performing team of commercial lending professionals, including loan processing, treasury management and/or operations managers and officers, fostering a culture of excellence and collaboration. May manage a team of credit analyst. 20% Oversee credit risk assessment processes, ensure robust underwriting standards, and implement strategies to mitigate portfolio risks. Ensure all commercial lending activities comply with federal and state regulations, as well as industry best practices. 20% Develop and implement the credit union's commercial lending strategy to achieve growth objectives, aligning with the mission and financial goals. Manage the overall commercial loan portfolio, ensuring profitability, credit quality, and compliance with regulatory and internal policies. 20% Drive expansion of the commercial lending portfolio by identifying market opportunities, building strategic partnerships, and enhancing client relationships. 10% Serve as a primary point of contact for high-value commercial clients, providing customized financial solutions and maintaining strong relationships. Act as a visible leader in the community, representing the credit union at industry and civic events to strengthen its reputation and local presence. 5% Work closely with other senior executives, including those in retail banking, risk management, and finance, to align commercial lending with broader credit union objectives. 5% Assists the EVP, and ultimately the Board, with the development of the Credit Union's Strategic Plan, action plan and corresponding annual budget. Attends and participates in the Board of Director meetings and internal leadership meetings as designated by the EVP. Ensures that the EVP is kept fully informed on the conditions and operational concerns related to Lending including relevant factors that may influence or impact performance. Supplies advice and assistance to the EVP and other operational units within the organization. Serves as a member of the Asset/Liability Committee. Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. This role requires behaviors and actions that reflect the credit union's culture, mission, and core values through exceptional service that supports both employees and members. A strong commitment to service excellence and member-focused solutions is essential to the success of this position and the credit union. Requirements: Knowledge and Skills Experience Five to ten years of similar or related experience with a deep expertise in commercial lending, credit analysis, and portfolio management. Proven ability to develop and execute strategic business plans. Education/Certifications/Licenses A Bacehlors degree. Interpersonal Skills The ability to motivate or influence internal or external senior level professionals is a critical part of the job, requiring a significant level of influence and trust. Obtaining cooperation and agreement on important outcomes via frequently complex, senior level dialogues, as well as a professional level of written communication skills are essential to the position. Other Skills Proven leadership capabilities including effective interpersonal skills. Effective at organizational and planning skills to guide projects from concept to completion. Strong supervisory, technology, compliance, leadership, written and verbal communication skills. Must have in-depth understanding of and ability to interpret regulations affecting multiple programs of the credit union. ADA Requirements Physical Requirements Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Working Conditions Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. This position has the ability to do work remotely. Must follow remote work agreement. Mental and/or Emotional Requirements Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. PIe1a32ab5-
03/05/2026
Full time
Description: Partners 1st Federal Credit Union will provide U with a competitive salary, paid illness, personal time, vacation, holidays, medical/dental/vision/life insurance, generous 401(k) retirement plan with company matches, tuition reimbursement, weekly pay, and a professional and fun office working environment. Are U willing to provide our members with your enthusiasm for service, integrity to become their trusted financial partner, create and support quality teamwork among staff and able to apply your knowledge, skills and experience with member service and problem solving to accomplish important and meaningful work. This position is for U if you are are a strategic thinker with strong leadership and decision making skills, enjoy collaboration and innovation, and are able to work at our Directors Row location, Fort Wayne, IN, full-time, 40 hrs/wk, with a schedule of: Mon-Fri: 8:00am-5:00pm There can be some flexibility with the schedule, as far as daily schedule, if needed. Role This pivotal leadership role will shape the strategic direction of our commercial lending operations, driving innovation, growth, and profitability while upholding our commitment to exceptional member service and community impact. The ideal candidate will need a proven track record of transformative leadership, deep industry expertise, and a passion for fostering economic development in the communities we serve. By leveraging strategic insights and cultivating strong relationships, the SVP Business Services will position the credit union as a trusted partner for businesses and a leader in the regional financial landscape. Major Duties and Responsibilities 20% Lead, mentor, and develop a high-performing team of commercial lending professionals, including loan processing, treasury management and/or operations managers and officers, fostering a culture of excellence and collaboration. May manage a team of credit analyst. 20% Oversee credit risk assessment processes, ensure robust underwriting standards, and implement strategies to mitigate portfolio risks. Ensure all commercial lending activities comply with federal and state regulations, as well as industry best practices. 20% Develop and implement the credit union's commercial lending strategy to achieve growth objectives, aligning with the mission and financial goals. Manage the overall commercial loan portfolio, ensuring profitability, credit quality, and compliance with regulatory and internal policies. 20% Drive expansion of the commercial lending portfolio by identifying market opportunities, building strategic partnerships, and enhancing client relationships. 10% Serve as a primary point of contact for high-value commercial clients, providing customized financial solutions and maintaining strong relationships. Act as a visible leader in the community, representing the credit union at industry and civic events to strengthen its reputation and local presence. 5% Work closely with other senior executives, including those in retail banking, risk management, and finance, to align commercial lending with broader credit union objectives. 5% Assists the EVP, and ultimately the Board, with the development of the Credit Union's Strategic Plan, action plan and corresponding annual budget. Attends and participates in the Board of Director meetings and internal leadership meetings as designated by the EVP. Ensures that the EVP is kept fully informed on the conditions and operational concerns related to Lending including relevant factors that may influence or impact performance. Supplies advice and assistance to the EVP and other operational units within the organization. Serves as a member of the Asset/Liability Committee. Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. This role requires behaviors and actions that reflect the credit union's culture, mission, and core values through exceptional service that supports both employees and members. A strong commitment to service excellence and member-focused solutions is essential to the success of this position and the credit union. Requirements: Knowledge and Skills Experience Five to ten years of similar or related experience with a deep expertise in commercial lending, credit analysis, and portfolio management. Proven ability to develop and execute strategic business plans. Education/Certifications/Licenses A Bacehlors degree. Interpersonal Skills The ability to motivate or influence internal or external senior level professionals is a critical part of the job, requiring a significant level of influence and trust. Obtaining cooperation and agreement on important outcomes via frequently complex, senior level dialogues, as well as a professional level of written communication skills are essential to the position. Other Skills Proven leadership capabilities including effective interpersonal skills. Effective at organizational and planning skills to guide projects from concept to completion. Strong supervisory, technology, compliance, leadership, written and verbal communication skills. Must have in-depth understanding of and ability to interpret regulations affecting multiple programs of the credit union. ADA Requirements Physical Requirements Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Working Conditions Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. This position has the ability to do work remotely. Must follow remote work agreement. Mental and/or Emotional Requirements Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters. PIe1a32ab5-
BUSINESS CONTROLS ANALYST I WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control Managers ("BCM"s) and Business Control Senior Analyst and or Lead for Consumer Banking and will partner with the Risk Framework leadership team. Responsibilities will encompass understanding controls required for compliance with applicable regulations, identification of relevant issues, solution design, design of required controls and monitoring, leveraging industry practices and coordination with colleagues across the organization.This role is expected to contribute constructively and balance challenges, supporting alignment of business objectives with CNB's risk appetite and established limits. WHAT WILL YOU DO? Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements. Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2nd and 3rd lines to strengthen the control environment and enhance risk management practices. Analyze and evaluate data that effects the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line. Support on Control Standards to ensure compliance-related controls are documented in line with the standards Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units. Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period Assist with the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Entertainment Banking activities (focus on Compliance-related controls) Coordinate with 1st LOD Testing team to understand observations related to compliance controls and ensure appropriate actions are documented to remediate gaps Act as the business teams' liaison for business line risk management, compliance activities, legal engagement, and internal or external audits. Act as a liaison representing Business Control Office at internal meetings; establishing and cultivating strong working relationships with all stakeholders. Attend meetings with and/or in place of SVP BCO, provide feedback and escalate decision. Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed and managed appropriately. Understand interdependencies to achieve success. Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message. Prioritize organizational risk management objectives. Participate in special projects as necessary. Facilitate audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree 2+ years within or related to financial services Additional Qualifications 2 years in a role requiring complex problem solving Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., Defining and deconstructing problems Prioritizing issues and analysis Structuring and building quantitative and qualitative/conceptual analyses Knowledge in Financial Services, Project Management Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $60,500 to $104,500. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. 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. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
03/04/2026
Full time
BUSINESS CONTROLS ANALYST I WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business Control Managers ("BCM"s) and Business Control Senior Analyst and or Lead for Consumer Banking and will partner with the Risk Framework leadership team. Responsibilities will encompass understanding controls required for compliance with applicable regulations, identification of relevant issues, solution design, design of required controls and monitoring, leveraging industry practices and coordination with colleagues across the organization.This role is expected to contribute constructively and balance challenges, supporting alignment of business objectives with CNB's risk appetite and established limits. WHAT WILL YOU DO? Responsible for the support in development and implementation of compliance-related assessments, programs, development of controls to aid in implementation of regulation, rules, and risk management requirements. Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2nd and 3rd lines to strengthen the control environment and enhance risk management practices. Analyze and evaluate data that effects the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line. Support on Control Standards to ensure compliance-related controls are documented in line with the standards Participate in execution of essential risk program functions, including Compliance Risk Assessments, Key Risk Indicators (KRI) review, Issue Management, Operational Losses, and more. Provide informed and valuable risk and control perspectives other members of the Business Control team and Business Units. Coordinate 2LOD Review & Challenge interactions with LOB, engage with 2LOD Compliance Testing (including RBC) to provide sufficient guidance and support during the testing period Assist with the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Entertainment Banking activities (focus on Compliance-related controls) Coordinate with 1st LOD Testing team to understand observations related to compliance controls and ensure appropriate actions are documented to remediate gaps Act as the business teams' liaison for business line risk management, compliance activities, legal engagement, and internal or external audits. Act as a liaison representing Business Control Office at internal meetings; establishing and cultivating strong working relationships with all stakeholders. Attend meetings with and/or in place of SVP BCO, provide feedback and escalate decision. Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed and managed appropriately. Understand interdependencies to achieve success. Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message. Prioritize organizational risk management objectives. Participate in special projects as necessary. Facilitate audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree 2+ years within or related to financial services Additional Qualifications 2 years in a role requiring complex problem solving Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., Defining and deconstructing problems Prioritizing issues and analysis Structuring and building quantitative and qualitative/conceptual analyses Knowledge in Financial Services, Project Management Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $60,500 to $104,500. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. 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. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
CONTROL TESTING /REPORTING LEAD 1LOD WHAT IS THE OPPORTUNITY? The 1LOD Control Testing/Reporting Lead is a key strategic and integral role for the overall success of the bank. This role is responsible for (i) with the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities; (ii) consulting risk owners on how to design and implement controls to mitigate the risks in a process; (iii) leading the analysts to perform control testing that evaluate the design and operating effectiveness of CNB's first line key controls; (iv)analyzing, aggregating, and articulating the results/issues/recommendations related to control testing activities; and (v) maintaining a thorough understanding of CNB's Internal Controls Management Policy, control testing methodologies, and related regulatory and compliance standards. This dynamic position provides opportunities for working across CNB, including across the business, 2LOD and internal audit. WHAT WILL YOU DO? With the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities Consulting risk owners on how to design and implement controls to mitigate the risks in a process Responsible for planning, executing, and reviewing Control Assessments (i.e. Testing) that evaluate the design and operating effectiveness of CNB's first line Key Controls Maintain a thorough understanding of CNB's Internal Controls Management Policy and Standards, control testing methodologies, and related regulatory and compliance standards, including but not limited to enterprise risk management, data governance, third party risk management, model risk management, business continuity, fraud risk management, and associated regulations, guidance, and regulatory expectations Develop robust and scalable testing modules, scripts, and other guides including testing approach for evaluating the effectiveness of CNB's first line Key Controls to mitigate key risk exposures related to regulatory requirements and CNB risk policies and standards Exhibit high attention to detail in documentation of control evaluation work papers and remediation of reviewer's commentary Exhibit high attention to detail and strategic thinking in analyzing, aggregating, and articulating the results/issues of control testing activities and value-add opportunities for improvement of Key Controls to CNB Senior Management and other stakeholders Contribute to the articulation of results/conclusions/memos of control testing activities and communicate to key stakeholders across CNB Support development, implementation, and continuous improvement of tools, templates, and best practices that support control testing and reporting activities Assist with the validation and closure of control issues as identified through testing Maintain solid working relationships with 1LOD, 2LOD and internal audit Supports a high-performance environment by fostering an inclusive work environment, helping/elevating peers, and taking ownership of individual developmental goals Acts as brand ambassador of the CoE by developing solid working relationships across the organization as to facilitate communication and strategic partnerships Contribute to ad-hoc assignments and special projects WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 5 years of experience in controls testing, internal audit, quality control roles, or other complimentary capacities, preferably within the financial services industry, a public accounting firm, or with a financial institutions regulator Minimum 3 years of experience in the financial services industry Additional Qualifications Preferred Certifications: CPA - Certified Public Accountant, CIA - Certified Internal Auditor, CISA - Certified Information Systems Auditor, and CISSP - Certified Information Systems Security Professional Knowledge of FINRA, SEC, MSRB, FRBNY and OCC rules and regulations Experience with operating in a highly matrixed environment Excellent communication and presentations skills Demonstrated experience supporting risk projects across multiple business lines offering a wide variety of financial services products and services Excellent analytical and complex problem-solving skills Knowledge of the financial services sector, particularly with the competitive dynamics and products in banking and risk management Strong time management skills WHAT'S IN IT FOR YOU? Compensation Starting base salary: $77,000-143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. 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. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
03/04/2026
Full time
CONTROL TESTING /REPORTING LEAD 1LOD WHAT IS THE OPPORTUNITY? The 1LOD Control Testing/Reporting Lead is a key strategic and integral role for the overall success of the bank. This role is responsible for (i) with the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities; (ii) consulting risk owners on how to design and implement controls to mitigate the risks in a process; (iii) leading the analysts to perform control testing that evaluate the design and operating effectiveness of CNB's first line key controls; (iv)analyzing, aggregating, and articulating the results/issues/recommendations related to control testing activities; and (v) maintaining a thorough understanding of CNB's Internal Controls Management Policy, control testing methodologies, and related regulatory and compliance standards. This dynamic position provides opportunities for working across CNB, including across the business, 2LOD and internal audit. WHAT WILL YOU DO? With the guidance of Manager Control Testing/Reporting, responsible for building sustainable processes with appropriate risk mitigation activities Consulting risk owners on how to design and implement controls to mitigate the risks in a process Responsible for planning, executing, and reviewing Control Assessments (i.e. Testing) that evaluate the design and operating effectiveness of CNB's first line Key Controls Maintain a thorough understanding of CNB's Internal Controls Management Policy and Standards, control testing methodologies, and related regulatory and compliance standards, including but not limited to enterprise risk management, data governance, third party risk management, model risk management, business continuity, fraud risk management, and associated regulations, guidance, and regulatory expectations Develop robust and scalable testing modules, scripts, and other guides including testing approach for evaluating the effectiveness of CNB's first line Key Controls to mitigate key risk exposures related to regulatory requirements and CNB risk policies and standards Exhibit high attention to detail in documentation of control evaluation work papers and remediation of reviewer's commentary Exhibit high attention to detail and strategic thinking in analyzing, aggregating, and articulating the results/issues of control testing activities and value-add opportunities for improvement of Key Controls to CNB Senior Management and other stakeholders Contribute to the articulation of results/conclusions/memos of control testing activities and communicate to key stakeholders across CNB Support development, implementation, and continuous improvement of tools, templates, and best practices that support control testing and reporting activities Assist with the validation and closure of control issues as identified through testing Maintain solid working relationships with 1LOD, 2LOD and internal audit Supports a high-performance environment by fostering an inclusive work environment, helping/elevating peers, and taking ownership of individual developmental goals Acts as brand ambassador of the CoE by developing solid working relationships across the organization as to facilitate communication and strategic partnerships Contribute to ad-hoc assignments and special projects WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 5 years of experience in controls testing, internal audit, quality control roles, or other complimentary capacities, preferably within the financial services industry, a public accounting firm, or with a financial institutions regulator Minimum 3 years of experience in the financial services industry Additional Qualifications Preferred Certifications: CPA - Certified Public Accountant, CIA - Certified Internal Auditor, CISA - Certified Information Systems Auditor, and CISSP - Certified Information Systems Security Professional Knowledge of FINRA, SEC, MSRB, FRBNY and OCC rules and regulations Experience with operating in a highly matrixed environment Excellent communication and presentations skills Demonstrated experience supporting risk projects across multiple business lines offering a wide variety of financial services products and services Excellent analytical and complex problem-solving skills Knowledge of the financial services sector, particularly with the competitive dynamics and products in banking and risk management Strong time management skills WHAT'S IN IT FOR YOU? Compensation Starting base salary: $77,000-143,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. 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. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Description Summary: The Information Services Lead is responsible for leading and coordinating the efforts and content within the designated focus area. This position is the most senior level and will require coordination and consistency across related IS teams. Specific responsibilities include providing oversight for applications support including Incident, Problem, Request and Change Management. This position requires a self-starter with the ability to work with minimal oversight. Responsibilities: Acts as primary representation in phases of implementation including build, configuration, testing, go-live support, and optimization. Serves as escalation for the focus area in the support and optimization of team activities. Demonstrates leadership for team to consistently provide strong, high-quality outcomes to end users and stakeholders. Ensures team members adhere to quality standards. Demonstrates an expert level of application understanding, and applies expertise to help meet customer goals and outcomes and set standards. Able to influence operational and clinical project outcomes. Coaches team members to tackle new problems using experimentation, including successes and failure experiences. Inspire creative problem solving beyond standard recommendations and practice. Applies expert level understanding of assigned clinical/business operations, processes, and workflows; and accurately documents, discusses, and identifies dependencies with project team members and stakeholders. Prepares and provides clear and organized project status reporting to all stakeholders. Coordinates team members to gather information and prepare organized, consistent, and accurate reporting. Escalates issues appropriately through the chain of command. Leads process and requirement analysis, including process mapping through current flowcharts, documenting plans, requirements elicitation, stakeholder analysis, and specification gathering on complex projects. Develops business relationships with key client administrators based on trust. Leverages relationships to gain new project insight and new business opportunities for the Portfolio team. Identifies potential areas of conflict or roadblocks and works with appropriate leadership to remove or resolve. Organizes and distributes work load to ensure deliverables meet customer expectations; Mentor assigned Analysts; Facilitates cross training of team members. Proactively escalates issues and/or concerns with customer/system service expectations. Maintains knowledge of Epic including Nova release notes, User Forum, Galaxy, and other documentation published through the Epic User Web. Able to independently understand, analyze, and communicate complex integrated design and configuration. Able to independently analyze, design, and configure the application. Ability to teach team members complex design, configuration. Works collaboratively with application and compliance teams to design system processes. Acts as customer liaison, working with end-users or business contacts to understand business needs and communicate the requirements and timelines. Leads the focus area workgroups, providing oversight for related processes. Manages communication between the application teams as appropriate; facilitates application and cross-application work sessions. Strong communicator able to adapt message from baseline project team members to senior leadership. Independently develops internal and external communication and articulates project strategy ideas. Ability to coach in a positive and constructive way to increase self-awareness in others. Demonstrates highest ability to produce design, configuration and deliverables for executive leadership with no superior review. Manages large and/or sensitive projects/requests throughout the project lifecycle. Works collaboratively with all team members to assign tasks, provides oversight and guidance to lower-level staff. Develop and maintain documentation, remain informed of the latest features and functionality to enhance the focus area to gain efficiency. Maintains expert knowledge of all technologies applicable to specific job responsibilities. Work with Application teams including Application Development, and Business Process Owners to design, develop, and maintain application aspects within prescribed policies and requirements. Pursues professional growth and development through personal reading, seminars, workshops, and professional affiliations to keep abreast of the trends in his/her field of expertise. 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. Proactively plans projects and tasks across applications. 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 5-7 years of experience within supported healthcare, business, or information systems Supervisory experience preferred Preferred 2+ years project management experience or equivalent 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 May have functional supervision responsibilities of other team members May provide input into performance reviews and corrective actions for team members May recommend and coordinate scheduling of work assignments, daily priorities, and directing the work of team members Makes decisions regarding daily priorities for a work group; provides guidance to and/or assists team members on non-routine or escalated issues Works in a team setting, sharing information and assisting other junior team members Possesses and demonstrates detailed healthcare knowledge and systems expertise Excellent project management and communication skills, both verbal and written Able to independently coordinate and lead projects Licenses, Registrations, or Certifications Associated certifications on area of focus, preferred For Epic Analysts:Must be proficient in the assigned Epic module or certified upon employment date. Certifications or Proficiencies must stay current by maintaining new version training. Work Schedule: 8AM - 5PM Monday-Friday Work Type: Full Time
03/01/2026
Full time
Description Summary: The Information Services Lead is responsible for leading and coordinating the efforts and content within the designated focus area. This position is the most senior level and will require coordination and consistency across related IS teams. Specific responsibilities include providing oversight for applications support including Incident, Problem, Request and Change Management. This position requires a self-starter with the ability to work with minimal oversight. Responsibilities: Acts as primary representation in phases of implementation including build, configuration, testing, go-live support, and optimization. Serves as escalation for the focus area in the support and optimization of team activities. Demonstrates leadership for team to consistently provide strong, high-quality outcomes to end users and stakeholders. Ensures team members adhere to quality standards. Demonstrates an expert level of application understanding, and applies expertise to help meet customer goals and outcomes and set standards. Able to influence operational and clinical project outcomes. Coaches team members to tackle new problems using experimentation, including successes and failure experiences. Inspire creative problem solving beyond standard recommendations and practice. Applies expert level understanding of assigned clinical/business operations, processes, and workflows; and accurately documents, discusses, and identifies dependencies with project team members and stakeholders. Prepares and provides clear and organized project status reporting to all stakeholders. Coordinates team members to gather information and prepare organized, consistent, and accurate reporting. Escalates issues appropriately through the chain of command. Leads process and requirement analysis, including process mapping through current flowcharts, documenting plans, requirements elicitation, stakeholder analysis, and specification gathering on complex projects. Develops business relationships with key client administrators based on trust. Leverages relationships to gain new project insight and new business opportunities for the Portfolio team. Identifies potential areas of conflict or roadblocks and works with appropriate leadership to remove or resolve. Organizes and distributes work load to ensure deliverables meet customer expectations; Mentor assigned Analysts; Facilitates cross training of team members. Proactively escalates issues and/or concerns with customer/system service expectations. Maintains knowledge of Epic including Nova release notes, User Forum, Galaxy, and other documentation published through the Epic User Web. Able to independently understand, analyze, and communicate complex integrated design and configuration. Able to independently analyze, design, and configure the application. Ability to teach team members complex design, configuration. Works collaboratively with application and compliance teams to design system processes. Acts as customer liaison, working with end-users or business contacts to understand business needs and communicate the requirements and timelines. Leads the focus area workgroups, providing oversight for related processes. Manages communication between the application teams as appropriate; facilitates application and cross-application work sessions. Strong communicator able to adapt message from baseline project team members to senior leadership. Independently develops internal and external communication and articulates project strategy ideas. Ability to coach in a positive and constructive way to increase self-awareness in others. Demonstrates highest ability to produce design, configuration and deliverables for executive leadership with no superior review. Manages large and/or sensitive projects/requests throughout the project lifecycle. Works collaboratively with all team members to assign tasks, provides oversight and guidance to lower-level staff. Develop and maintain documentation, remain informed of the latest features and functionality to enhance the focus area to gain efficiency. Maintains expert knowledge of all technologies applicable to specific job responsibilities. Work with Application teams including Application Development, and Business Process Owners to design, develop, and maintain application aspects within prescribed policies and requirements. Pursues professional growth and development through personal reading, seminars, workshops, and professional affiliations to keep abreast of the trends in his/her field of expertise. 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. Proactively plans projects and tasks across applications. 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 5-7 years of experience within supported healthcare, business, or information systems Supervisory experience preferred Preferred 2+ years project management experience or equivalent 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 May have functional supervision responsibilities of other team members May provide input into performance reviews and corrective actions for team members May recommend and coordinate scheduling of work assignments, daily priorities, and directing the work of team members Makes decisions regarding daily priorities for a work group; provides guidance to and/or assists team members on non-routine or escalated issues Works in a team setting, sharing information and assisting other junior team members Possesses and demonstrates detailed healthcare knowledge and systems expertise Excellent project management and communication skills, both verbal and written Able to independently coordinate and lead projects Licenses, Registrations, or Certifications Associated certifications on area of focus, preferred For Epic Analysts:Must be proficient in the assigned Epic module or certified upon employment date. Certifications or Proficiencies must stay current by maintaining new version training. Work Schedule: 8AM - 5PM Monday-Friday Work Type: Full Time
Description Summary: The Information Services Lead is responsible for leading and coordinating the efforts and content within the designated focus area. This position is the most senior level and will require coordination and consistency across related IS teams. Specific responsibilities include providing oversight for applications support including Incident, Problem, Request and Change Management. This position requires a self-starter with the ability to work with minimal oversight. Responsibilities: Acts as primary representation in phases of implementation including build, configuration, testing, go-live support, and optimization. Serves as escalation for the focus area in the support and optimization of team activities. Demonstrates leadership for team to consistently provide strong, high-quality outcomes to end users and stakeholders. Ensures team members adhere to quality standards. Demonstrates an expert level of application understanding, and applies expertise to help meet customer goals and outcomes and set standards. Able to influence operational and clinical project outcomes. Coaches team members to tackle new problems using experimentation, including successes and failure experiences. Inspire creative problem solving beyond standard recommendations and practice. Applies expert level understanding of assigned clinical/business operations, processes, and workflows; and accurately documents, discusses, and identifies dependencies with project team members and stakeholders. Prepares and provides clear and organized project status reporting to all stakeholders. Coordinates team members to gather information and prepare organized, consistent, and accurate reporting. Escalates issues appropriately through the chain of command. Leads process and requirement analysis, including process mapping through current flowcharts, documenting plans, requirements elicitation, stakeholder analysis, and specification gathering on complex projects. Develops business relationships with key client administrators based on trust. Leverages relationships to gain new project insight and new business opportunities for the Portfolio team. Identifies potential areas of conflict or roadblocks and works with appropriate leadership to remove or resolve. Organizes and distributes work load to ensure deliverables meet customer expectations; Mentor assigned Analysts; Facilitates cross training of team members. Proactively escalates issues and/or concerns with customer/system service expectations. Maintains knowledge of Epic including Nova release notes, User Forum, Galaxy, and other documentation published through the Epic User Web. Able to independently understand, analyze, and communicate complex integrated design and configuration. Able to independently analyze, design, and configure the application. Ability to teach team members complex design, configuration. Works collaboratively with application and compliance teams to design system processes. Acts as customer liaison, working with end-users or business contacts to understand business needs and communicate the requirements and timelines. Leads the focus area workgroups, providing oversight for related processes. Manages communication between the application teams as appropriate; facilitates application and cross-application work sessions. Strong communicator able to adapt message from baseline project team members to senior leadership. Independently develops internal and external communication and articulates project strategy ideas. Ability to coach in a positive and constructive way to increase self-awareness in others. Demonstrates highest ability to produce design, configuration and deliverables for executive leadership with no superior review. Manages large and/or sensitive projects/requests throughout the project lifecycle. Works collaboratively with all team members to assign tasks, provides oversight and guidance to lower-level staff. Develop and maintain documentation, remain informed of the latest features and functionality to enhance the focus area to gain efficiency. Maintains expert knowledge of all technologies applicable to specific job responsibilities. Work with Application teams including Application Development, and Business Process Owners to design, develop, and maintain application aspects within prescribed policies and requirements. Pursues professional growth and development through personal reading, seminars, workshops, and professional affiliations to keep abreast of the trends in his/her field of expertise. 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. Proactively plans projects and tasks across applications. 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 5-7 years of experience within supported healthcare, business, or information systems Supervisory experience preferred Preferred 2+ years project management experience or equivalent 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 May have functional supervision responsibilities of other team members May provide input into performance reviews and corrective actions for team members May recommend and coordinate scheduling of work assignments, daily priorities, and directing the work of team members Makes decisions regarding daily priorities for a work group; provides guidance to and/or assists team members on non-routine or escalated issues Works in a team setting, sharing information and assisting other junior team members Possesses and demonstrates detailed healthcare knowledge and systems expertise Excellent project management and communication skills, both verbal and written Able to independently coordinate and lead projects Licenses, Registrations, or Certifications Associated certifications on area of focus, preferred For Epic Analysts:Must be proficient in the assigned Epic module or certified upon employment date. Certifications or Proficiencies must stay current by maintaining new version training. Work Schedule: 8AM - 5PM Monday-Friday Work Type: Full Time
03/01/2026
Full time
Description Summary: The Information Services Lead is responsible for leading and coordinating the efforts and content within the designated focus area. This position is the most senior level and will require coordination and consistency across related IS teams. Specific responsibilities include providing oversight for applications support including Incident, Problem, Request and Change Management. This position requires a self-starter with the ability to work with minimal oversight. Responsibilities: Acts as primary representation in phases of implementation including build, configuration, testing, go-live support, and optimization. Serves as escalation for the focus area in the support and optimization of team activities. Demonstrates leadership for team to consistently provide strong, high-quality outcomes to end users and stakeholders. Ensures team members adhere to quality standards. Demonstrates an expert level of application understanding, and applies expertise to help meet customer goals and outcomes and set standards. Able to influence operational and clinical project outcomes. Coaches team members to tackle new problems using experimentation, including successes and failure experiences. Inspire creative problem solving beyond standard recommendations and practice. Applies expert level understanding of assigned clinical/business operations, processes, and workflows; and accurately documents, discusses, and identifies dependencies with project team members and stakeholders. Prepares and provides clear and organized project status reporting to all stakeholders. Coordinates team members to gather information and prepare organized, consistent, and accurate reporting. Escalates issues appropriately through the chain of command. Leads process and requirement analysis, including process mapping through current flowcharts, documenting plans, requirements elicitation, stakeholder analysis, and specification gathering on complex projects. Develops business relationships with key client administrators based on trust. Leverages relationships to gain new project insight and new business opportunities for the Portfolio team. Identifies potential areas of conflict or roadblocks and works with appropriate leadership to remove or resolve. Organizes and distributes work load to ensure deliverables meet customer expectations; Mentor assigned Analysts; Facilitates cross training of team members. Proactively escalates issues and/or concerns with customer/system service expectations. Maintains knowledge of Epic including Nova release notes, User Forum, Galaxy, and other documentation published through the Epic User Web. Able to independently understand, analyze, and communicate complex integrated design and configuration. Able to independently analyze, design, and configure the application. Ability to teach team members complex design, configuration. Works collaboratively with application and compliance teams to design system processes. Acts as customer liaison, working with end-users or business contacts to understand business needs and communicate the requirements and timelines. Leads the focus area workgroups, providing oversight for related processes. Manages communication between the application teams as appropriate; facilitates application and cross-application work sessions. Strong communicator able to adapt message from baseline project team members to senior leadership. Independently develops internal and external communication and articulates project strategy ideas. Ability to coach in a positive and constructive way to increase self-awareness in others. Demonstrates highest ability to produce design, configuration and deliverables for executive leadership with no superior review. Manages large and/or sensitive projects/requests throughout the project lifecycle. Works collaboratively with all team members to assign tasks, provides oversight and guidance to lower-level staff. Develop and maintain documentation, remain informed of the latest features and functionality to enhance the focus area to gain efficiency. Maintains expert knowledge of all technologies applicable to specific job responsibilities. Work with Application teams including Application Development, and Business Process Owners to design, develop, and maintain application aspects within prescribed policies and requirements. Pursues professional growth and development through personal reading, seminars, workshops, and professional affiliations to keep abreast of the trends in his/her field of expertise. 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. Proactively plans projects and tasks across applications. 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 5-7 years of experience within supported healthcare, business, or information systems Supervisory experience preferred Preferred 2+ years project management experience or equivalent 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 May have functional supervision responsibilities of other team members May provide input into performance reviews and corrective actions for team members May recommend and coordinate scheduling of work assignments, daily priorities, and directing the work of team members Makes decisions regarding daily priorities for a work group; provides guidance to and/or assists team members on non-routine or escalated issues Works in a team setting, sharing information and assisting other junior team members Possesses and demonstrates detailed healthcare knowledge and systems expertise Excellent project management and communication skills, both verbal and written Able to independently coordinate and lead projects Licenses, Registrations, or Certifications Associated certifications on area of focus, preferred For Epic Analysts:Must be proficient in the assigned Epic module or certified upon employment date. Certifications or Proficiencies must stay current by maintaining new version training. Work Schedule: 8AM - 5PM Monday-Friday Work Type: Full Time
About Incline P&C Group Incline P&C Group is a privately owned company, backed by private equity and its original founders, with an exclusive focus on the property and casualty program insurance market. The company writes approximately $2 billion in premiums through its A-rated and managed carriers. Incline has a team of over 100 employees headquartered in Austin, Texas. About the Actuarial Team Incline's Actuarial team supports more than 50 General Agents across 45 states and over 10 lines of business. Programs range from ISO-based rating plans to highly customized, in-house pricing models with varying degrees of complexity and sophistication. The team plays a central role in evaluating the actuarial soundness of new and existing programs, supporting rate, form, and underwriting guide filings, and ensuring compliance with applicable insurance laws and actuarial standards of practice. In addition to pricing responsibilities, the Actuarial team partners closely with underwriting, finance, accounting, and reinsurance to support reserving, financial reporting, program oversight, and strategic decision-making. What You'll Do As an Actuarial Analyst, you will support core actuarial functions aligned with Incline's pricing, reserving, and risk management objectives. You will apply actuarial judgment, analytical rigor, and industry knowledge to support both day-to-day execution and longer-term program strategy. Pricing & Profitability Support: Support the development, review, and monitoring of pricing methodologies across insurance programs to ensure competitive positioning and sustainable profitability. Perform actuarial reasonability checks and analyses to assess pricing adequacy and compliance with actuarial standards. Assist in evaluating risk/return trade-offs for new and existing programs. Filings & Regulatory Compliance: Assist in the preparation, review, and maintenance of rate, form, and underwriting guide filings. Support filing submissions to state departments of insurance across multiple jurisdictions. Ensure actuarial work products align with applicable insurance regulations and actuarial standards of practice. Reserving & Financial Reporting Support: Participate in quarterly reserving analyses and actuarial reviews. Support actuarial inputs into financial statements, statutory filings, and reinsurance reporting. Partner with accounting and finance teams to ensure actuarial assumptions are reflected accurately in financial reporting. Risk, Reinsurance & Program Oversight: Support underwriting and reinsurance teams in monitoring existing reinsurance arrangements and assisting with renewal analyses. Participate in due diligence and actuarial evaluation of prospective new programs. Assist with audits of General Agents to assess adherence to approved pricing and underwriting guidelines. Analytics, Modeling & Data Enablement: Perform actuarial, statistical, and analytical modeling to support pricing, reserving, and portfolio monitoring. Develop and maintain analytical queries, models, and reports using industry-standard tools and data. Translate technical analyses into clear, actionable insights for actuarial and non-actuarial stakeholders. What We're Looking For We're seeking a technically strong actuarial professional who can connect analytical insights to business outcomes in a dynamic, multi-program environment. Experience: 5+ years of actuarial experience in property & casualty insurance or a related actuarial role. 7-9+ years of experience for candidates no longer pursuing actuarial credentials or not on the exam track. Education: Bachelor's degree in Actuarial Science, Mathematics, Statistics, Data Science, Computer Science, Information Management, or a related analytical field. Credentials: Completion of a minimum of four actuarial exams. Technical Proficiency: Intermediate proficiency in actuarial modeling, data analysis, and visualization tools. Working knowledge of Python, R, SQL, SAS, or similar analytical platforms. Familiarity with actuarial pricing, reserving, and statistical techniques used in property & casualty insurance. Core Competencies: Strong analytical, critical thinking, and problem-solving skills. Effective written and verbal communication skills, with the ability to explain complex actuarial concepts to diverse audiences. Collaborative mindset with the ability to work cross-functionally across underwriting, finance, accounting, and reinsurance. Preferred Qualifications: Completion of CAS Exam 5. Advanced knowledge of actuarial principles with experience in pricing and reserving. Experience with advanced ratemaking techniques, predictive modeling, or portfolio analytics. Demonstrated ability to prepare clear, well-documented actuarial work papers, reports, and written communications. Location: This role is based in Austin, TX and operates within a hybrid work model. Why Incline Insurance Group? At Incline, you'll be part of a high-performing actuarial team that plays a critical role in pricing strategy, reserving integrity, and program oversight. You'll gain exposure to complex insurance programs, senior leadership, and cross-functional partners while contributing meaningfully to the company's long-term growth and financial strength. PI8b88e375b3cc-5879
03/01/2026
Full time
About Incline P&C Group Incline P&C Group is a privately owned company, backed by private equity and its original founders, with an exclusive focus on the property and casualty program insurance market. The company writes approximately $2 billion in premiums through its A-rated and managed carriers. Incline has a team of over 100 employees headquartered in Austin, Texas. About the Actuarial Team Incline's Actuarial team supports more than 50 General Agents across 45 states and over 10 lines of business. Programs range from ISO-based rating plans to highly customized, in-house pricing models with varying degrees of complexity and sophistication. The team plays a central role in evaluating the actuarial soundness of new and existing programs, supporting rate, form, and underwriting guide filings, and ensuring compliance with applicable insurance laws and actuarial standards of practice. In addition to pricing responsibilities, the Actuarial team partners closely with underwriting, finance, accounting, and reinsurance to support reserving, financial reporting, program oversight, and strategic decision-making. What You'll Do As an Actuarial Analyst, you will support core actuarial functions aligned with Incline's pricing, reserving, and risk management objectives. You will apply actuarial judgment, analytical rigor, and industry knowledge to support both day-to-day execution and longer-term program strategy. Pricing & Profitability Support: Support the development, review, and monitoring of pricing methodologies across insurance programs to ensure competitive positioning and sustainable profitability. Perform actuarial reasonability checks and analyses to assess pricing adequacy and compliance with actuarial standards. Assist in evaluating risk/return trade-offs for new and existing programs. Filings & Regulatory Compliance: Assist in the preparation, review, and maintenance of rate, form, and underwriting guide filings. Support filing submissions to state departments of insurance across multiple jurisdictions. Ensure actuarial work products align with applicable insurance regulations and actuarial standards of practice. Reserving & Financial Reporting Support: Participate in quarterly reserving analyses and actuarial reviews. Support actuarial inputs into financial statements, statutory filings, and reinsurance reporting. Partner with accounting and finance teams to ensure actuarial assumptions are reflected accurately in financial reporting. Risk, Reinsurance & Program Oversight: Support underwriting and reinsurance teams in monitoring existing reinsurance arrangements and assisting with renewal analyses. Participate in due diligence and actuarial evaluation of prospective new programs. Assist with audits of General Agents to assess adherence to approved pricing and underwriting guidelines. Analytics, Modeling & Data Enablement: Perform actuarial, statistical, and analytical modeling to support pricing, reserving, and portfolio monitoring. Develop and maintain analytical queries, models, and reports using industry-standard tools and data. Translate technical analyses into clear, actionable insights for actuarial and non-actuarial stakeholders. What We're Looking For We're seeking a technically strong actuarial professional who can connect analytical insights to business outcomes in a dynamic, multi-program environment. Experience: 5+ years of actuarial experience in property & casualty insurance or a related actuarial role. 7-9+ years of experience for candidates no longer pursuing actuarial credentials or not on the exam track. Education: Bachelor's degree in Actuarial Science, Mathematics, Statistics, Data Science, Computer Science, Information Management, or a related analytical field. Credentials: Completion of a minimum of four actuarial exams. Technical Proficiency: Intermediate proficiency in actuarial modeling, data analysis, and visualization tools. Working knowledge of Python, R, SQL, SAS, or similar analytical platforms. Familiarity with actuarial pricing, reserving, and statistical techniques used in property & casualty insurance. Core Competencies: Strong analytical, critical thinking, and problem-solving skills. Effective written and verbal communication skills, with the ability to explain complex actuarial concepts to diverse audiences. Collaborative mindset with the ability to work cross-functionally across underwriting, finance, accounting, and reinsurance. Preferred Qualifications: Completion of CAS Exam 5. Advanced knowledge of actuarial principles with experience in pricing and reserving. Experience with advanced ratemaking techniques, predictive modeling, or portfolio analytics. Demonstrated ability to prepare clear, well-documented actuarial work papers, reports, and written communications. Location: This role is based in Austin, TX and operates within a hybrid work model. Why Incline Insurance Group? At Incline, you'll be part of a high-performing actuarial team that plays a critical role in pricing strategy, reserving integrity, and program oversight. You'll gain exposure to complex insurance programs, senior leadership, and cross-functional partners while contributing meaningfully to the company's long-term growth and financial strength. PI8b88e375b3cc-5879
This position provides an exciting opportunity to become an integral part of a dynamic Finance Team that uses data-driven influence to drive achievement of Corporate goals and objectives. In this position, you will have the opportunity to demonstrate analytical expertise and leadership potential to senior levels of finance and operating management. Collaborating with cross-functional teams, including accounting, finance, operations (manufacturing, procurement, transportation), engineering, legal, and IT, to ensure alignment of business objectives and to understand and solution key issues Overseeing daily financial operations performed by financial analysts which includes: Developing physicals-based predictive modeling and analysis to forecast business outcomes and to support critical decision making and strategic planning Providing real-time, impactful key performance measures to operations (daily, weekly, monthly) Performing month end, quarter end, and year end close process in accordance with GAAP Developing Annual Budget and Multi-Year Business Plan with business partners which includes: Physicals-based plans to deliver cost targets "Should cost" assessments to drive the budget process Special studies to evaluate financial impact of strategic changes Preparing financial analysis and collaborating with cross-functional team to drive cost savings Monitoring changing business conditions to assess potential impacts on cost and revenue goals Supervising and mentoring a team of financial professionals Maintaining effective internal controls and financial procedure Facilitating the use of advanced financial tools to enable improved delivery of responsibilities Candidates must possess full flexibility and a readiness to consistently work across all established standard, operating, and rotational shift schedules, encompassing day, night, weekend, and holiday shifts. Bachelor's or Masters degree in Accounting, Finance, or Business Administration; Professional certifications such as CPA, CIA, CFA, or CMA preferred; Manufacturing Experience Preferred Knowledge of accounting principles and financial reporting standards coupled with internal control mindset Proficiency with financial software, ERP systems and MS Office; Preferable advanced Excel skills along with knowledge of other analytical tools helpful (e.g. Alteryx, Power BI etc) Excellent analytical and problem-solving abilities to assess complex business processes with high level of attention to detail and accuracy; ability to work with large data sets Strong understanding of financial analysis and budgeting with financial modeling skills Strong interpersonal skills, ability to work well across multiple functions, and willing team player; ability to collaborate with stakeholders at all levels of the organization; Strong presenter Self-Starter and willing learner who is well organized and able to manage concurrent projects Strong leadership and team management experience; Ability to lead and motivate a team You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to the BlueOval Battery Park Michigan facility, we encourage you to apply! As an established global company, we offer the benefit of choice. You can choose what your future will look like: will your story span the globe, or keep you close to home? Will your career be a deep dive into what you love, or a series of new teams and new skills? Will you be a leader, a changemaker, a technical expert, a culture builder or all of the above? No matter what you choose, we offer a work life that works for you, including: • Immediate medical, dental, and prescription drug coverage • Flexible family care, parental leave, and more • Vehicle discount program for employees and family members • Paid time off for individual and team community service • A generous schedule of paid holidays, and paid time off Visa sponsorship is not available for this position. Candidates for positions must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. We are an Equal Opportunity Employer committed to a culturally diverse workforce. All qualified applicants will receive consideration for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, disability status or protected veteran status. In the United States, if you need a reasonable accommodation for the online application process due to a disability, please call 1-. You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to Ford Motor Company, we encourage you to apply! As an established global company, we offer the benefit of choice. You can choose what your Ford future will look like: will your story span the globe, or keep you close to home? Will your career be a deep dive into what you love, or a series of new teams and new skills? Will you be a leader, a changemaker, a technical expert, a culture builder or all of the above? No matter what you choose, we offer a work life that works for you, including: • Immediate medical, dental, vision and prescription drug coverage • Flexible family care days, paid parental leave, new parent ramp-up programs, subsidized back-up child care and more • Family building benefits including adoption and surrogacy expense reimbursement, fertility treatments, and more • Vehicle discount program for employees and family members and management leases • Tuition assistance • Established and active employee resource groups • Paid time off for individual and team community service • A generous schedule of paid holidays, including the week between Christmas and New Year's Day • Paid time off and the option to purchase additional vacation time. This position is a leadership level 6. For more information on salary and benefits, click here: LiLW
03/01/2026
Full time
This position provides an exciting opportunity to become an integral part of a dynamic Finance Team that uses data-driven influence to drive achievement of Corporate goals and objectives. In this position, you will have the opportunity to demonstrate analytical expertise and leadership potential to senior levels of finance and operating management. Collaborating with cross-functional teams, including accounting, finance, operations (manufacturing, procurement, transportation), engineering, legal, and IT, to ensure alignment of business objectives and to understand and solution key issues Overseeing daily financial operations performed by financial analysts which includes: Developing physicals-based predictive modeling and analysis to forecast business outcomes and to support critical decision making and strategic planning Providing real-time, impactful key performance measures to operations (daily, weekly, monthly) Performing month end, quarter end, and year end close process in accordance with GAAP Developing Annual Budget and Multi-Year Business Plan with business partners which includes: Physicals-based plans to deliver cost targets "Should cost" assessments to drive the budget process Special studies to evaluate financial impact of strategic changes Preparing financial analysis and collaborating with cross-functional team to drive cost savings Monitoring changing business conditions to assess potential impacts on cost and revenue goals Supervising and mentoring a team of financial professionals Maintaining effective internal controls and financial procedure Facilitating the use of advanced financial tools to enable improved delivery of responsibilities Candidates must possess full flexibility and a readiness to consistently work across all established standard, operating, and rotational shift schedules, encompassing day, night, weekend, and holiday shifts. Bachelor's or Masters degree in Accounting, Finance, or Business Administration; Professional certifications such as CPA, CIA, CFA, or CMA preferred; Manufacturing Experience Preferred Knowledge of accounting principles and financial reporting standards coupled with internal control mindset Proficiency with financial software, ERP systems and MS Office; Preferable advanced Excel skills along with knowledge of other analytical tools helpful (e.g. Alteryx, Power BI etc) Excellent analytical and problem-solving abilities to assess complex business processes with high level of attention to detail and accuracy; ability to work with large data sets Strong understanding of financial analysis and budgeting with financial modeling skills Strong interpersonal skills, ability to work well across multiple functions, and willing team player; ability to collaborate with stakeholders at all levels of the organization; Strong presenter Self-Starter and willing learner who is well organized and able to manage concurrent projects Strong leadership and team management experience; Ability to lead and motivate a team You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to the BlueOval Battery Park Michigan facility, we encourage you to apply! As an established global company, we offer the benefit of choice. You can choose what your future will look like: will your story span the globe, or keep you close to home? Will your career be a deep dive into what you love, or a series of new teams and new skills? Will you be a leader, a changemaker, a technical expert, a culture builder or all of the above? No matter what you choose, we offer a work life that works for you, including: • Immediate medical, dental, and prescription drug coverage • Flexible family care, parental leave, and more • Vehicle discount program for employees and family members • Paid time off for individual and team community service • A generous schedule of paid holidays, and paid time off Visa sponsorship is not available for this position. Candidates for positions must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. We are an Equal Opportunity Employer committed to a culturally diverse workforce. All qualified applicants will receive consideration for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, disability status or protected veteran status. In the United States, if you need a reasonable accommodation for the online application process due to a disability, please call 1-. You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to Ford Motor Company, we encourage you to apply! As an established global company, we offer the benefit of choice. You can choose what your Ford future will look like: will your story span the globe, or keep you close to home? Will your career be a deep dive into what you love, or a series of new teams and new skills? Will you be a leader, a changemaker, a technical expert, a culture builder or all of the above? No matter what you choose, we offer a work life that works for you, including: • Immediate medical, dental, vision and prescription drug coverage • Flexible family care days, paid parental leave, new parent ramp-up programs, subsidized back-up child care and more • Family building benefits including adoption and surrogacy expense reimbursement, fertility treatments, and more • Vehicle discount program for employees and family members and management leases • Tuition assistance • Established and active employee resource groups • Paid time off for individual and team community service • A generous schedule of paid holidays, including the week between Christmas and New Year's Day • Paid time off and the option to purchase additional vacation time. This position is a leadership level 6. For more information on salary and benefits, click here: LiLW
Description Summary: The Application System Analyst II 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 II will provide application support and optimization. They work closely with the Service Desk to assist in responding to service requests. The Application System Analyst II 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. Collaborates across project borders with other teams. Thinks outside the box and proposes practical solutions to issues. Provides oversight and project management to assigned tasks. Demonstrates a solid/working level of subject matter expertise in providing support to projects, customers, and other teams, while proactively working to improve and obtain new expertise in application/system in assigned areas. Utilizes application training, application web site and application resource materials regularly and effectively and is able guide newer team members in utilizing these resources. Thorough knowledge and understanding of operations, can proactively identify opportunities to enhance customer usability, efficiency and/or experience. Represents user needs and expectations in larger, more complex system updates and enhancements. Provides clear and organized status reporting on key project areas to be used as external communications to stakeholders. Performs working level process and requirement analysis, including process mapping though current flow charts, documents, future needs/plans, requirement elicitation, stakeholder analysis, and specification gathering to deliver cross team solutions. Responsible for completing working level gap analysis, and providing recommendations. Able to clearly articulate complex design, configuration issues to end users and project stakeholders. Maintains relationship with end user leadership post-engagement. Proactively addresses end user conflicts. Contributes to strategy discussions by identifying options with associated pros and cons with team members. Facilitates making timely decisions; makes sound decisions even in the absence of complete information. Recognizes when a quick 80% resolution will suffice. Adhere to organization standards for system configuration and change control. Strong technical proficiency in application-specific design and configuration. Ability to clearly articulate and communicate core design, configuration concepts to end users. Able to independently analyze, design, and configure the application. Able to teach design, configuration concepts to new team members. 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. Written documentation delivered to end users and leadership shows consistency and attentive review. Is a team player and able to proactively communicate issues and concepts to project leadership. Associate periodically reviews and auto-corrects his/her skills, habits, work ethic, and behaviors and manages his/her work in an effective and agreeable way among peers. Associate is sensitive and aware of how others perceive them and take care to ensure smooth and effective working relationships and environments. Proactively and independently troubleshoot and resolve moderate incidents and requests without direction. Maintains high standards for quality of work for self and others. Provides oversight and feedback on team member design, configuration and deliverables. Manages medium complexity projects/requests. Collaborates with team members as needed. Proactively evaluates all new release and functionality of applications. 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. Escalates when SLAs are breached or appropriate vendor action is not occurring. 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. Identifies and seizes new opportunities, displays can-do attitude in good and bad times and steps up to handle tough issues. Performs other duties as assigned. Requirements: 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 3+ Years of experience 2+ years within healthcare, business, or information systems Solves moderate incidents without direction Develops new functionality for requests with little direction Works in a team setting, sharing information and assisting other junior level team members Possesses detailed healthcare knowledge and systems expertise Makes decisions regarding own work on primarily routine cases Works under minimal supervision, uses independent judgment requiring analysis of variable factors Collaborates with senior team members to develop approaches and solutions Mentors and may train team members within own functional or application 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 Type: Full Time
03/01/2026
Full time
Description Summary: The Application System Analyst II 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 II will provide application support and optimization. They work closely with the Service Desk to assist in responding to service requests. The Application System Analyst II 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. Collaborates across project borders with other teams. Thinks outside the box and proposes practical solutions to issues. Provides oversight and project management to assigned tasks. Demonstrates a solid/working level of subject matter expertise in providing support to projects, customers, and other teams, while proactively working to improve and obtain new expertise in application/system in assigned areas. Utilizes application training, application web site and application resource materials regularly and effectively and is able guide newer team members in utilizing these resources. Thorough knowledge and understanding of operations, can proactively identify opportunities to enhance customer usability, efficiency and/or experience. Represents user needs and expectations in larger, more complex system updates and enhancements. Provides clear and organized status reporting on key project areas to be used as external communications to stakeholders. Performs working level process and requirement analysis, including process mapping though current flow charts, documents, future needs/plans, requirement elicitation, stakeholder analysis, and specification gathering to deliver cross team solutions. Responsible for completing working level gap analysis, and providing recommendations. Able to clearly articulate complex design, configuration issues to end users and project stakeholders. Maintains relationship with end user leadership post-engagement. Proactively addresses end user conflicts. Contributes to strategy discussions by identifying options with associated pros and cons with team members. Facilitates making timely decisions; makes sound decisions even in the absence of complete information. Recognizes when a quick 80% resolution will suffice. Adhere to organization standards for system configuration and change control. Strong technical proficiency in application-specific design and configuration. Ability to clearly articulate and communicate core design, configuration concepts to end users. Able to independently analyze, design, and configure the application. Able to teach design, configuration concepts to new team members. 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. Written documentation delivered to end users and leadership shows consistency and attentive review. Is a team player and able to proactively communicate issues and concepts to project leadership. Associate periodically reviews and auto-corrects his/her skills, habits, work ethic, and behaviors and manages his/her work in an effective and agreeable way among peers. Associate is sensitive and aware of how others perceive them and take care to ensure smooth and effective working relationships and environments. Proactively and independently troubleshoot and resolve moderate incidents and requests without direction. Maintains high standards for quality of work for self and others. Provides oversight and feedback on team member design, configuration and deliverables. Manages medium complexity projects/requests. Collaborates with team members as needed. Proactively evaluates all new release and functionality of applications. 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. Escalates when SLAs are breached or appropriate vendor action is not occurring. 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. Identifies and seizes new opportunities, displays can-do attitude in good and bad times and steps up to handle tough issues. Performs other duties as assigned. Requirements: 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 3+ Years of experience 2+ years within healthcare, business, or information systems Solves moderate incidents without direction Develops new functionality for requests with little direction Works in a team setting, sharing information and assisting other junior level team members Possesses detailed healthcare knowledge and systems expertise Makes decisions regarding own work on primarily routine cases Works under minimal supervision, uses independent judgment requiring analysis of variable factors Collaborates with senior team members to develop approaches and solutions Mentors and may train team members within own functional or application 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 Type: Full Time
We are a growing organization seeking an FP & A Manager to join our team This Jobot Job is hosted by: Melissa Todd Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $120,000 - $170,000 per year A bit about us: We are a nationally recognized leader in the financial services and real estate industry, known for our long-standing reputation of stability, integrity, and innovation. With a history spanning more than a century, our organization provides industry-leading products and services that help individuals, businesses, and communities thrive. Our culture is built on collaboration, accountability, and continuous improvement - where every team member plays an essential role in driving our mission forward. We value forward-thinking professionals who are eager to make an impact, influence strategy, and grow their careers within a supportive, high-performance environment. If you're looking for a place where your expertise in financial planning and analysis can directly contribute to strategic decision-making and organizational success, this is the opportunity to join a respected market leader that truly invests in its people. Why join us? Upward mobility Positive company culture Competitive benefits Job Details Job Details: We are looking for a dynamic and experienced FP & A Manager to join our team in the Mortgage industry. This is a permanent position that requires a strong understanding of financial systems, advanced Excel skills, and a keen eye for financial analysis. As an FP & A Manager, you will be responsible for managing the annual budget, forecasting, variance analysis, and implementing ERP systems. You will also create dashboards and income statements and work with the LOSS system. If you have a strong financial background, are detail-oriented, and have excellent problem-solving skills, this is the perfect opportunity for you. Responsibilities: Oversee and manage the company's financial planning and analysis operations, ensuring compliance with industry standards and regulations. Develop and maintain annual budgets, reviewing them periodically to identify and explain variances. Perform comprehensive financial analysis, preparing detailed reports and dashboards for senior management. Implement and manage ERP systems, optimizing financial operations and processes. Prepare income statements, balance sheets, and other financial documents, providing insights on the company's financial status and performance. Work with the LOSS system, ensuring accurate and timely loss recognition and reporting. Collaborate with other departments, providing financial guidance and support to drive business growth and profitability. Stay updated with the latest industry trends, regulations, and best practices, integrating them into the company's financial operations. Lead and mentor a team of financial analysts, fostering a positive and collaborative work environment. Qualifications: Bachelor's degree in Finance, Accounting, or a related field. A Master's degree or CPA certification will be a plus. Minimum of 5 years of experience in financial planning and analysis, preferably in the Mortgage industry. Proficiency in advanced Excel and financial systems is a must. Experience with ERP implementation and LOSS system. Strong understanding of financial analysis, income statements, annual budgets, and variance. Excellent problem-solving skills, with the ability to handle complex financial data and situations. Strong leadership skills, with experience in managing and mentoring a team. Excellent communication and interpersonal skills, with the ability to collaborate with different teams and stakeholders. Detail-oriented, with strong organizational and time management skills. Ability to work under pressure, managing multiple tasks and meeting tight deadlines. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
02/27/2026
Full time
We are a growing organization seeking an FP & A Manager to join our team This Jobot Job is hosted by: Melissa Todd Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $120,000 - $170,000 per year A bit about us: We are a nationally recognized leader in the financial services and real estate industry, known for our long-standing reputation of stability, integrity, and innovation. With a history spanning more than a century, our organization provides industry-leading products and services that help individuals, businesses, and communities thrive. Our culture is built on collaboration, accountability, and continuous improvement - where every team member plays an essential role in driving our mission forward. We value forward-thinking professionals who are eager to make an impact, influence strategy, and grow their careers within a supportive, high-performance environment. If you're looking for a place where your expertise in financial planning and analysis can directly contribute to strategic decision-making and organizational success, this is the opportunity to join a respected market leader that truly invests in its people. Why join us? Upward mobility Positive company culture Competitive benefits Job Details Job Details: We are looking for a dynamic and experienced FP & A Manager to join our team in the Mortgage industry. This is a permanent position that requires a strong understanding of financial systems, advanced Excel skills, and a keen eye for financial analysis. As an FP & A Manager, you will be responsible for managing the annual budget, forecasting, variance analysis, and implementing ERP systems. You will also create dashboards and income statements and work with the LOSS system. If you have a strong financial background, are detail-oriented, and have excellent problem-solving skills, this is the perfect opportunity for you. Responsibilities: Oversee and manage the company's financial planning and analysis operations, ensuring compliance with industry standards and regulations. Develop and maintain annual budgets, reviewing them periodically to identify and explain variances. Perform comprehensive financial analysis, preparing detailed reports and dashboards for senior management. Implement and manage ERP systems, optimizing financial operations and processes. Prepare income statements, balance sheets, and other financial documents, providing insights on the company's financial status and performance. Work with the LOSS system, ensuring accurate and timely loss recognition and reporting. Collaborate with other departments, providing financial guidance and support to drive business growth and profitability. Stay updated with the latest industry trends, regulations, and best practices, integrating them into the company's financial operations. Lead and mentor a team of financial analysts, fostering a positive and collaborative work environment. Qualifications: Bachelor's degree in Finance, Accounting, or a related field. A Master's degree or CPA certification will be a plus. Minimum of 5 years of experience in financial planning and analysis, preferably in the Mortgage industry. Proficiency in advanced Excel and financial systems is a must. Experience with ERP implementation and LOSS system. Strong understanding of financial analysis, income statements, annual budgets, and variance. Excellent problem-solving skills, with the ability to handle complex financial data and situations. Strong leadership skills, with experience in managing and mentoring a team. Excellent communication and interpersonal skills, with the ability to collaborate with different teams and stakeholders. Detail-oriented, with strong organizational and time management skills. Ability to work under pressure, managing multiple tasks and meeting tight deadlines. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Exciting opportunity to join a growing SaaS company offering growth, competitive salary, benefits, and more! This Jobot Job is hosted by: Travis Poley Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $80,000 - $95,000 per year A bit about us: We are seeking a dynamic and experienced Permanent Financial Analyst with a strong background in the SaaS (Software as a Service) and Mortgage industry. This unique opportunity will allow you to leverage your analytical acumen to drive financial planning, analysis, and decision-making processes within our thriving company. The ideal candidate will be a strategic thinker who can translate complex financial data into clear, actionable insights. This role requires a deep understanding of financial modeling and forecasting, as well as the ability to work collaboratively with cross-functional Why join us? Competitive Compensation Bonus Benefits 401K PTO Growth So much Job Details Responsibilities: 1. Develop and maintain sophisticated financial models to support strategic initiatives, budgeting, and forecasting. 2. Analyze and interpret complex financial and operational data to provide accurate and timely financial recommendations to management for decision making purposes. 3. Lead the SaaS metrics and analytics reporting, including MRR, ARR, churn, LTV, CAC, and other key business metrics. 4. Collaborate with cross-functional teams to analyze business performance and develop financial strategies. 5. Present financial analysis and reports to senior management, highlighting trends, variances, risks, and opportunities. 6. Support the annual budgeting and strategic planning process by preparing financial forecasts and conducting variance analysis. 7. Develop and implement process improvements to enhance the efficiency and accuracy of financial reporting and analysis. 8. Provide guidance on financial trends and expected future outcomes in the mortgage industry. Qualifications: 1. Bachelor's degree in Finance, Accounting, or related field. MBA or relevant advanced degree is preferred. 2. Minimum of 5 years of experience in a financial analysis role within the SaaS or Mortgage industry. 3. Advanced proficiency in Excel, including pivot tables, v-lookups, and complex formulas. 4. Strong understanding of SaaS metrics and experience with financial modeling and forecasting. 5. Excellent analytical and problem-solving skills, with the ability to transform complex data into actionable insights. 6. Strong communication skills, with the ability to present financial data to non-financial audiences. 7. Ability to work collaboratively with cross-functional teams and manage multiple priorities in a fast-paced environment. 8. High level of attention to detail and accuracy, with a strong commitment to continuous improvement. 9. Knowledge of financial regulations and legislation in the mortgage industry would be an added advantage. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
02/27/2026
Full time
Exciting opportunity to join a growing SaaS company offering growth, competitive salary, benefits, and more! This Jobot Job is hosted by: Travis Poley Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $80,000 - $95,000 per year A bit about us: We are seeking a dynamic and experienced Permanent Financial Analyst with a strong background in the SaaS (Software as a Service) and Mortgage industry. This unique opportunity will allow you to leverage your analytical acumen to drive financial planning, analysis, and decision-making processes within our thriving company. The ideal candidate will be a strategic thinker who can translate complex financial data into clear, actionable insights. This role requires a deep understanding of financial modeling and forecasting, as well as the ability to work collaboratively with cross-functional Why join us? Competitive Compensation Bonus Benefits 401K PTO Growth So much Job Details Responsibilities: 1. Develop and maintain sophisticated financial models to support strategic initiatives, budgeting, and forecasting. 2. Analyze and interpret complex financial and operational data to provide accurate and timely financial recommendations to management for decision making purposes. 3. Lead the SaaS metrics and analytics reporting, including MRR, ARR, churn, LTV, CAC, and other key business metrics. 4. Collaborate with cross-functional teams to analyze business performance and develop financial strategies. 5. Present financial analysis and reports to senior management, highlighting trends, variances, risks, and opportunities. 6. Support the annual budgeting and strategic planning process by preparing financial forecasts and conducting variance analysis. 7. Develop and implement process improvements to enhance the efficiency and accuracy of financial reporting and analysis. 8. Provide guidance on financial trends and expected future outcomes in the mortgage industry. Qualifications: 1. Bachelor's degree in Finance, Accounting, or related field. MBA or relevant advanced degree is preferred. 2. Minimum of 5 years of experience in a financial analysis role within the SaaS or Mortgage industry. 3. Advanced proficiency in Excel, including pivot tables, v-lookups, and complex formulas. 4. Strong understanding of SaaS metrics and experience with financial modeling and forecasting. 5. Excellent analytical and problem-solving skills, with the ability to transform complex data into actionable insights. 6. Strong communication skills, with the ability to present financial data to non-financial audiences. 7. Ability to work collaboratively with cross-functional teams and manage multiple priorities in a fast-paced environment. 8. High level of attention to detail and accuracy, with a strong commitment to continuous improvement. 9. Knowledge of financial regulations and legislation in the mortgage industry would be an added advantage. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Fast career growth, hybrid schedule, M&A and investments This Jobot Job is hosted by: Sheldon Collins Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $80,000 - $85,000 per year A bit about us: Our client is a large growing real estate and transportation company. Why join us? Hybrid schedule Excellent benefits 401K match Career growth and fast promotion track Job Details Our client is seeking a skilled Strategic Research Analyst to support business growth and strategic investment initiatives. This role involves conducting in-depth market and industry research, financial analysis, and opportunity assessment to guide business development, partnerships, and M&A activities. The ideal candidate is analytical, resourceful, and adept at turning complex data into clear insights that drive high-impact decisions. Key Responsibilities Conduct comprehensive research on industries, companies, markets, and potential investment targets to identify growth opportunities. Build detailed financial and operational models to support underwriting, valuation, and due diligence efforts. Analyze financial statements, competitive landscapes, and emerging trends to inform strategic initiatives. Develop and present executive-level reports and recommendations that support business expansion, acquisitions, and strategic partnerships. Use qualitative and quantitative research techniques-including scenario planning, forecasting, and competitive intelligence-to solve complex business challenges. Create and maintain decision-support tools such as market assessments, utilization models, and industry profiles. Apply structured problem-solving and hypothesis-driven analysis to evaluate strategic questions and investment opportunities. Qualifications Bachelor's degree in Finance, Business, Economics, or a related field. 2-4 years' experience in equity research, investment banking, corporate development, or investment management. Strong analytical and financial modeling skills with a solid grasp of valuation, forecasting, and discounted cash flow concepts. Proven ability to extract insights from diverse data sources and communicate findings effectively through Excel and PowerPoint. Excellent critical thinking and problem-solving abilities; comfortable managing complex projects independently. Exceptional attention to detail, organizational skills, and time management. Strong verbal and written communication skills with the ability to convey insights to senior leadership. Proficient in Microsoft Office Suite; advanced Excel skills required. Demonstrated integrity, initiative, and adaptability in a fast-paced environment. Preferred Experience Exposure to industries such as transportation, logistics, real estate, manufacturing, or energy. MBA or advanced degree in a related field. Familiarity with GIS tools or mapping software. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
02/26/2026
Full time
Fast career growth, hybrid schedule, M&A and investments This Jobot Job is hosted by: Sheldon Collins Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $80,000 - $85,000 per year A bit about us: Our client is a large growing real estate and transportation company. Why join us? Hybrid schedule Excellent benefits 401K match Career growth and fast promotion track Job Details Our client is seeking a skilled Strategic Research Analyst to support business growth and strategic investment initiatives. This role involves conducting in-depth market and industry research, financial analysis, and opportunity assessment to guide business development, partnerships, and M&A activities. The ideal candidate is analytical, resourceful, and adept at turning complex data into clear insights that drive high-impact decisions. Key Responsibilities Conduct comprehensive research on industries, companies, markets, and potential investment targets to identify growth opportunities. Build detailed financial and operational models to support underwriting, valuation, and due diligence efforts. Analyze financial statements, competitive landscapes, and emerging trends to inform strategic initiatives. Develop and present executive-level reports and recommendations that support business expansion, acquisitions, and strategic partnerships. Use qualitative and quantitative research techniques-including scenario planning, forecasting, and competitive intelligence-to solve complex business challenges. Create and maintain decision-support tools such as market assessments, utilization models, and industry profiles. Apply structured problem-solving and hypothesis-driven analysis to evaluate strategic questions and investment opportunities. Qualifications Bachelor's degree in Finance, Business, Economics, or a related field. 2-4 years' experience in equity research, investment banking, corporate development, or investment management. Strong analytical and financial modeling skills with a solid grasp of valuation, forecasting, and discounted cash flow concepts. Proven ability to extract insights from diverse data sources and communicate findings effectively through Excel and PowerPoint. Excellent critical thinking and problem-solving abilities; comfortable managing complex projects independently. Exceptional attention to detail, organizational skills, and time management. Strong verbal and written communication skills with the ability to convey insights to senior leadership. Proficient in Microsoft Office Suite; advanced Excel skills required. Demonstrated integrity, initiative, and adaptability in a fast-paced environment. Preferred Experience Exposure to industries such as transportation, logistics, real estate, manufacturing, or energy. MBA or advanced degree in a related field. Familiarity with GIS tools or mapping software. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
This position provides an exciting opportunity to become an integral part of a dynamic Finance Team that uses data-driven influence to drive achievement of Corporate goals and objectives. In this position, you will have the opportunity to demonstrate analytical expertise and leadership potential to senior levels of finance and operating management. Collaborating with cross-functional teams, including accounting, finance, operations (manufacturing, procurement, transportation), engineering, legal, and IT, to ensure alignment of business objectives and to understand and solution key issues Overseeing daily financial operations performed by financial analysts which includes: Developing physicals-based predictive modeling and analysis to forecast business outcomes and to support critical decision making and strategic planning Providing real-time, impactful key performance measures to operations (daily, weekly, monthly) Performing month end, quarter end, and year end close process in accordance with GAAP Developing Annual Budget and Multi-Year Business Plan with business partners which includes: Physicals-based plans to deliver cost targets "Should cost" assessments to drive the budget process Special studies to evaluate financial impact of strategic changes Preparing financial analysis and collaborating with cross-functional team to drive cost savings Monitoring changing business conditions to assess potential impacts on cost and revenue goals Supervising and mentoring a team of financial professionals Maintaining effective internal controls and financial procedure Facilitating the use of advanced financial tools to enable improved delivery of responsibilities Candidates must possess full flexibility and a readiness to consistently work across all established standard, operating, and rotational shift schedules, encompassing day, night, weekend, and holiday shifts. Bachelor's or Masters degree in Accounting, Finance, or Business Administration; Prof essional certifications such as CPA, CIA, CFA, or CMA preferred; Manufacturing Experience Preferred Knowledge of accounting principles and financial reporting standards coupled with internal control mindset Proficiency with financial software, ERP systems and MS Office; Preferable advanced Excel skills along with knowledge of other analytical tools helpful (e.g. Alteryx, Power BI etc) Excellent analytical and problem-solving abilities to assess complex business processes with high level of attention to detail and accuracy; ability to work with large data sets Strong understanding of financial analysis and budgeting with financial modeling skills Strong interpersonal skills, ability to work well across multiple functions, and willing team player; ability to collaborate with stakeholders at all levels of the organization; Strong presenter Self-Starter and willing learner who is well organized and able to manage concurrent projects Strong leadership and team management experience; Ability to lead and motivate a team You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to the BlueOval Battery Park Michigan facility, we encourage you to apply! As an established global company, we offer the benefit of choice. You can choose what your future will look like: will your story span the globe, or keep you close to home? Will your career be a deep dive into what you love, or a series of new teams and new skills? Will you be a leader, a changemaker, a technical expert, a culture builder or all of the above? No matter what you choose, we offer a work life that works for you, including: • Immediate medical, dental, and prescription drug coverage • Flexible family care, parental leave, and more • Vehicle discount program for employees and family members • Paid time off for individual and team community service • A generous schedule of paid holidays, and paid time off Visa sponsorship is not available for this position. Candidates for positions must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. We are an Equal Opportunity Employer committed to a culturally diverse workforce. All qualified applicants will receive consideration for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, disability status or protected veteran status. In the United States, if you need a reasonable accommodation for the online application process due to a disability, please call 1-. You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to Ford Motor Company, we encourage you to apply! As an established global company, we offer the benefit of choice. You can choose what your Ford future will look like: will your story span the globe, or keep you close to home? Will your career be a deep dive into what you love, or a series of new teams and new skills? Will you be a leader, a changemaker, a technical expert, a culture builder or all of the above? No matter what you choose, we offer a work life that works for you, including: • Immediate medical, dental, vision and prescription drug coverage • Flexible family care days, paid parental leave, new parent ramp-up programs, subsidized back-up child care and more • Family building benefits including adoption and surrogacy expense reimbursement, fertility treatments, and more • Vehicle discount program for employees and family members and management leases • Tuition assistance • Established and active employee resource groups • Paid time off for individual and team community service • A generous schedule of paid holidays, including the week between Christmas and New Year's Day • Paid time off and the option to purchase additional vacation time. This position is a leadership level 6. For more information on salary and benefits, click here: LiLW
02/21/2026
Full time
This position provides an exciting opportunity to become an integral part of a dynamic Finance Team that uses data-driven influence to drive achievement of Corporate goals and objectives. In this position, you will have the opportunity to demonstrate analytical expertise and leadership potential to senior levels of finance and operating management. Collaborating with cross-functional teams, including accounting, finance, operations (manufacturing, procurement, transportation), engineering, legal, and IT, to ensure alignment of business objectives and to understand and solution key issues Overseeing daily financial operations performed by financial analysts which includes: Developing physicals-based predictive modeling and analysis to forecast business outcomes and to support critical decision making and strategic planning Providing real-time, impactful key performance measures to operations (daily, weekly, monthly) Performing month end, quarter end, and year end close process in accordance with GAAP Developing Annual Budget and Multi-Year Business Plan with business partners which includes: Physicals-based plans to deliver cost targets "Should cost" assessments to drive the budget process Special studies to evaluate financial impact of strategic changes Preparing financial analysis and collaborating with cross-functional team to drive cost savings Monitoring changing business conditions to assess potential impacts on cost and revenue goals Supervising and mentoring a team of financial professionals Maintaining effective internal controls and financial procedure Facilitating the use of advanced financial tools to enable improved delivery of responsibilities Candidates must possess full flexibility and a readiness to consistently work across all established standard, operating, and rotational shift schedules, encompassing day, night, weekend, and holiday shifts. Bachelor's or Masters degree in Accounting, Finance, or Business Administration; Prof essional certifications such as CPA, CIA, CFA, or CMA preferred; Manufacturing Experience Preferred Knowledge of accounting principles and financial reporting standards coupled with internal control mindset Proficiency with financial software, ERP systems and MS Office; Preferable advanced Excel skills along with knowledge of other analytical tools helpful (e.g. Alteryx, Power BI etc) Excellent analytical and problem-solving abilities to assess complex business processes with high level of attention to detail and accuracy; ability to work with large data sets Strong understanding of financial analysis and budgeting with financial modeling skills Strong interpersonal skills, ability to work well across multiple functions, and willing team player; ability to collaborate with stakeholders at all levels of the organization; Strong presenter Self-Starter and willing learner who is well organized and able to manage concurrent projects Strong leadership and team management experience; Ability to lead and motivate a team You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to the BlueOval Battery Park Michigan facility, we encourage you to apply! As an established global company, we offer the benefit of choice. You can choose what your future will look like: will your story span the globe, or keep you close to home? Will your career be a deep dive into what you love, or a series of new teams and new skills? Will you be a leader, a changemaker, a technical expert, a culture builder or all of the above? No matter what you choose, we offer a work life that works for you, including: • Immediate medical, dental, and prescription drug coverage • Flexible family care, parental leave, and more • Vehicle discount program for employees and family members • Paid time off for individual and team community service • A generous schedule of paid holidays, and paid time off Visa sponsorship is not available for this position. Candidates for positions must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire. We are an Equal Opportunity Employer committed to a culturally diverse workforce. All qualified applicants will receive consideration for employment without regard to race, religion, color, age, sex, national origin, sexual orientation, gender identity, disability status or protected veteran status. In the United States, if you need a reasonable accommodation for the online application process due to a disability, please call 1-. You may not check every box, or your experience may look a little different from what we've outlined, but if you think you can bring value to Ford Motor Company, we encourage you to apply! As an established global company, we offer the benefit of choice. You can choose what your Ford future will look like: will your story span the globe, or keep you close to home? Will your career be a deep dive into what you love, or a series of new teams and new skills? Will you be a leader, a changemaker, a technical expert, a culture builder or all of the above? No matter what you choose, we offer a work life that works for you, including: • Immediate medical, dental, vision and prescription drug coverage • Flexible family care days, paid parental leave, new parent ramp-up programs, subsidized back-up child care and more • Family building benefits including adoption and surrogacy expense reimbursement, fertility treatments, and more • Vehicle discount program for employees and family members and management leases • Tuition assistance • Established and active employee resource groups • Paid time off for individual and team community service • A generous schedule of paid holidays, including the week between Christmas and New Year's Day • Paid time off and the option to purchase additional vacation time. This position is a leadership level 6. For more information on salary and benefits, click here: LiLW
