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senior credit analyst
Contract Analyst
West Side Federation for Senior and Supportive Housing New York, New York
ABOUT US The West Side Federation for Senior and Supportive Housing, Inc. (WSFSSH) is a community-based organization responding to the need for low-cost housing. Our mission is to provide safe, affordable housing with supportive services within a residential setting that enhances the independence and dignity of each person. WSFSSH develops, manages, and provides social services in housing for low-income persons, especially those who are older, who have experienced homelessness and who live with mental illness. Job Summary Contracts Analyst will directly report to the Manager of Contracts and Grants and will be responsible for the day-to-day government contract/grant activities. S/he will also aid in special projects and duties assigned by the WSFSSH Senior Management. Please Note: This is a full-time position (4) days a week on-site, (1) day a week working from home. Job Duties & Responsibilities Responsibilities include but are not limited to: Contracts and Grants: Prepare contract and grant budgets in compliance with contract/grant terms and conditions Prepare contract amendments, close-out budget modifications, and other required documentation submission for government (federal, state and city) contracts and private grants. Process monthly or quarterly vouchers for payments on government contracts and private grants Prepare the Consolidated Budget Reports (CBR) and the use of the New York State Software (SFS) Coordinate with Budget team on budgeting and variance reporting of revenue and expenditure related to government contracts and private grants Provide guidance to accounting staff members on cost allocation and coding for contract/grant related expenditure Review contracts and grants and ensure compliance with contractual rules and regulation Analyze General Ledger accounts related to contracts and grants and record contract related journal entries in the accounting system. Monitor the contracts payments and prepare monthly reconciliation between the voucher amounts and payments received. Advise Budget Analyst in setting up budgets for contract funds and allocation of salary costs in WSFSSH Position Control System (PCS) Assist with government contract audits and compliance audits as required Interact with social service directors and building managers for the issues related to contracts and grants Other: Assist with annual year-end audits Perform special projects as needed Required Knowledge Skills & Abilities Strong attention to detail as well as solid organization/time management skills Must have effective verbal and written communication skills Must be an enthusiastic, positive team player who is willing to help and who works well with colleagues Ability to work in a fast-paced environment and handle multiple tasks concurrently Experience using HUD's eLOCCS system to draw down grant funds Proficiency in Microsoft Office applications & Adobe Acrobat Professional Proficiency in Sage MIP Fund Accounting and CFR systems Accounting would be an advantage Required and Preferred Education, Experience and Credentials Must have a bachelor's degree (Accounting or related major) 2+ years of accounting related work experience Advanced Excel skills required Proficiency in electronic Line of Credit Control System (ELOCCS) and/or Statewide Financial Systems (SFS) Physical Requirements Prolonged periods sitting at a desk and working on a computer. Must be able to lift or push up to 10 pounds at a time. Travel within our sites, as needed. Benefit Overview Westside Federation of Senior & Supportive Housing offers full-time employees a comprehensive choice of benefits that include Medical, Dental, Vision, 403 (B) retirement savings, Flexible Spending Accounts (FSA), Life & Disability, Short-term and Long- term Disability, Employee Assistance Program (EAP) commuter benefits and more Voluntary benefit options and Time Off that includes 11-12 paid Federal Holidays, accrued Vacation and Sick Time. EEO Policy or Statement WSFSSH is an Equal Employment Opportunity Employer (EEO); employment is based upon employees' qualifications without discrimination, on the basis of race, creed, color, national origin, religion, sex, age, disability, marital status, sexual orientation, military status, citizenship status, genetic predisposition or carrier status, or any other protected characteristic as established by law. Monday - Friday 9am- 5pm (35) hours Compensation details: 0 Yearly Salary PIa0a70213d03f-4407
04/03/2026
Full time
ABOUT US The West Side Federation for Senior and Supportive Housing, Inc. (WSFSSH) is a community-based organization responding to the need for low-cost housing. Our mission is to provide safe, affordable housing with supportive services within a residential setting that enhances the independence and dignity of each person. WSFSSH develops, manages, and provides social services in housing for low-income persons, especially those who are older, who have experienced homelessness and who live with mental illness. Job Summary Contracts Analyst will directly report to the Manager of Contracts and Grants and will be responsible for the day-to-day government contract/grant activities. S/he will also aid in special projects and duties assigned by the WSFSSH Senior Management. Please Note: This is a full-time position (4) days a week on-site, (1) day a week working from home. Job Duties & Responsibilities Responsibilities include but are not limited to: Contracts and Grants: Prepare contract and grant budgets in compliance with contract/grant terms and conditions Prepare contract amendments, close-out budget modifications, and other required documentation submission for government (federal, state and city) contracts and private grants. Process monthly or quarterly vouchers for payments on government contracts and private grants Prepare the Consolidated Budget Reports (CBR) and the use of the New York State Software (SFS) Coordinate with Budget team on budgeting and variance reporting of revenue and expenditure related to government contracts and private grants Provide guidance to accounting staff members on cost allocation and coding for contract/grant related expenditure Review contracts and grants and ensure compliance with contractual rules and regulation Analyze General Ledger accounts related to contracts and grants and record contract related journal entries in the accounting system. Monitor the contracts payments and prepare monthly reconciliation between the voucher amounts and payments received. Advise Budget Analyst in setting up budgets for contract funds and allocation of salary costs in WSFSSH Position Control System (PCS) Assist with government contract audits and compliance audits as required Interact with social service directors and building managers for the issues related to contracts and grants Other: Assist with annual year-end audits Perform special projects as needed Required Knowledge Skills & Abilities Strong attention to detail as well as solid organization/time management skills Must have effective verbal and written communication skills Must be an enthusiastic, positive team player who is willing to help and who works well with colleagues Ability to work in a fast-paced environment and handle multiple tasks concurrently Experience using HUD's eLOCCS system to draw down grant funds Proficiency in Microsoft Office applications & Adobe Acrobat Professional Proficiency in Sage MIP Fund Accounting and CFR systems Accounting would be an advantage Required and Preferred Education, Experience and Credentials Must have a bachelor's degree (Accounting or related major) 2+ years of accounting related work experience Advanced Excel skills required Proficiency in electronic Line of Credit Control System (ELOCCS) and/or Statewide Financial Systems (SFS) Physical Requirements Prolonged periods sitting at a desk and working on a computer. Must be able to lift or push up to 10 pounds at a time. Travel within our sites, as needed. Benefit Overview Westside Federation of Senior & Supportive Housing offers full-time employees a comprehensive choice of benefits that include Medical, Dental, Vision, 403 (B) retirement savings, Flexible Spending Accounts (FSA), Life & Disability, Short-term and Long- term Disability, Employee Assistance Program (EAP) commuter benefits and more Voluntary benefit options and Time Off that includes 11-12 paid Federal Holidays, accrued Vacation and Sick Time. EEO Policy or Statement WSFSSH is an Equal Employment Opportunity Employer (EEO); employment is based upon employees' qualifications without discrimination, on the basis of race, creed, color, national origin, religion, sex, age, disability, marital status, sexual orientation, military status, citizenship status, genetic predisposition or carrier status, or any other protected characteristic as established by law. Monday - Friday 9am- 5pm (35) hours Compensation details: 0 Yearly Salary PIa0a70213d03f-4407
Commercial Portfolio Manager - Biltmore/Phoenix (AZ)
National Bank of Arizona Phoenix, Arizona
At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premises of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn't changed. At NBAZ, the possibilities are endless - come for the job, stay for a career. NBAZ is looking for Commercial Portfolio Manager candidates to join Arizona's Community Bank for our Phoenix Metro Commercial Market. This role focuses on identifying appropriate lending opportunities, soliciting, and developing all types of business activity, specializing in commercial loans and participates in the development of overall commercial loan objectives, policies, and practices. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Essential Functions: Responsible for managing and servicing a portfolio of existing loan relationships. Responsible for expanding and building relationships resulting in excellent customer satisfaction. Responsible for ensuring financial statements are spread and analyzed, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance and assisting with loan presentations. Handles reporting on loans such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc. Keeps informed of financial and market trends in the portfolio and analyzes those trends for the effect they will have on the portfolio. Assists bankers with new and existing loan requests and other special projects. Senior level may manage Analysts and Loan Specialists. Other duties as assigned. Qualifications: Requires a bachelor's degree in Finance, Business or other related field and 2+ years of banking, relationship management, underwriting and credit experience or other directly related experience. An equivalent combination of education and experience may meet qualifications. Knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc. Knowledge of banking products, services, policies, procedures, and regulations. Solid credit skills in underwriting, financial modeling, valuations, and adherence to policy. Requires solid customer service, relationship, organizational, analytical, and creative problem-solving skills. Ability to meet deadlines. Must have solid communications skills, both verbal and written. Knowledge of various software applications including word processing and spreadsheets. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. Mental health benefits include coaching and therapy sessions. Tuition Reimbursement for qualifying employees. Employee Ambassador preferred banking products.
04/03/2026
At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premises of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn't changed. At NBAZ, the possibilities are endless - come for the job, stay for a career. NBAZ is looking for Commercial Portfolio Manager candidates to join Arizona's Community Bank for our Phoenix Metro Commercial Market. This role focuses on identifying appropriate lending opportunities, soliciting, and developing all types of business activity, specializing in commercial loans and participates in the development of overall commercial loan objectives, policies, and practices. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Essential Functions: Responsible for managing and servicing a portfolio of existing loan relationships. Responsible for expanding and building relationships resulting in excellent customer satisfaction. Responsible for ensuring financial statements are spread and analyzed, addressing industry risks, monitoring collateral requirements, loan structuring and pricing, credit analysis, monitoring credit performance and assisting with loan presentations. Handles reporting on loans such as past dues, documentation and collateral exceptions, financial performance updates, portfolio profitability, risk grades, etc. Keeps informed of financial and market trends in the portfolio and analyzes those trends for the effect they will have on the portfolio. Assists bankers with new and existing loan requests and other special projects. Senior level may manage Analysts and Loan Specialists. Other duties as assigned. Qualifications: Requires a bachelor's degree in Finance, Business or other related field and 2+ years of banking, relationship management, underwriting and credit experience or other directly related experience. An equivalent combination of education and experience may meet qualifications. Knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc. Knowledge of banking products, services, policies, procedures, and regulations. Solid credit skills in underwriting, financial modeling, valuations, and adherence to policy. Requires solid customer service, relationship, organizational, analytical, and creative problem-solving skills. Ability to meet deadlines. Must have solid communications skills, both verbal and written. Knowledge of various software applications including word processing and spreadsheets. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. Mental health benefits include coaching and therapy sessions. Tuition Reimbursement for qualifying employees. Employee Ambassador preferred banking products.
Contract Analyst
West Side Federation for Senior and Supportive Housing New York, New York
ABOUT US The West Side Federation for Senior and Supportive Housing, Inc. (WSFSSH) is a community-based organization responding to the need for low-cost housing. Our mission is to provide safe, affordable housing with supportive services within a residential setting that enhances the independence and dignity of each person. WSFSSH develops, manages, and provides social services in housing for low-income persons, especially those who are older, who have experienced homelessness and who live with mental illness. Job Summary Contracts Analyst will directly report to the Manager of Contracts and Grants and will be responsible for the day-to-day government contract/grant activities. S/he will also aid in special projects and duties assigned by the WSFSSH Senior Management. Please Note: This is a full-time position (4) days a week on-site, (1) day a week working from home. Job Duties & Responsibilities Responsibilities include but are not limited to: Contracts and Grants: Prepare contract and grant budgets in compliance with contract/grant terms and conditions Prepare contract amendments, close-out budget modifications, and other required documentation submission for government (federal, state and city) contracts and private grants. Process monthly or quarterly vouchers for payments on government contracts and private grants Prepare the Consolidated Budget Reports (CBR) and the use of the New York State Software (SFS) Coordinate with Budget team on budgeting and variance reporting of revenue and expenditure related to government contracts and private grants Provide guidance to accounting staff members on cost allocation and coding for contract/grant related expenditure Review contracts and grants and ensure compliance with contractual rules and regulation Analyze General Ledger accounts related to contracts and grants and record contract related journal entries in the accounting system. Monitor the contracts payments and prepare monthly reconciliation between the voucher amounts and payments received. Advise Budget Analyst in setting up budgets for contract funds and allocation of salary costs in WSFSSH Position Control System (PCS) Assist with government contract audits and compliance audits as required Interact with social service directors and building managers for the issues related to contracts and grants Other: Assist with annual year-end audits Perform special projects as needed Required Knowledge Skills & Abilities Strong attention to detail as well as solid organization/time management skills Must have effective verbal and written communication skills Must be an enthusiastic, positive team player who is willing to help and who works well with colleagues Ability to work in a fast-paced environment and handle multiple tasks concurrently Experience using HUD's eLOCCS system to draw down grant funds Proficiency in Microsoft Office applications & Adobe Acrobat Professional Proficiency in Sage MIP Fund Accounting and CFR systems Accounting would be an advantage Required and Preferred Education, Experience and Credentials Must have a bachelor's degree (Accounting or related major) 2+ years of accounting related work experience Advanced Excel skills required Proficiency in electronic Line of Credit Control System (ELOCCS) and/or Statewide Financial Systems (SFS) Physical Requirements Prolonged periods sitting at a desk and working on a computer. Must be able to lift or push up to 10 pounds at a time. Travel within our sites, as needed. Benefit Overview Westside Federation of Senior & Supportive Housing offers full-time employees a comprehensive choice of benefits that include Medical, Dental, Vision, 403 (B) retirement savings, Flexible Spending Accounts (FSA), Life & Disability, Short-term and Long- term Disability, Employee Assistance Program (EAP) commuter benefits and more Voluntary benefit options and Time Off that includes 11-12 paid Federal Holidays, accrued Vacation and Sick Time. EEO Policy or Statement WSFSSH is an Equal Employment Opportunity Employer (EEO); employment is based upon employees' qualifications without discrimination, on the basis of race, creed, color, national origin, religion, sex, age, disability, marital status, sexual orientation, military status, citizenship status, genetic predisposition or carrier status, or any other protected characteristic as established by law. Monday - Friday 9am- 5pm (35) hours Compensation details: 0 Yearly Salary PI6a6f2062ed08-4407
04/03/2026
Full time
ABOUT US The West Side Federation for Senior and Supportive Housing, Inc. (WSFSSH) is a community-based organization responding to the need for low-cost housing. Our mission is to provide safe, affordable housing with supportive services within a residential setting that enhances the independence and dignity of each person. WSFSSH develops, manages, and provides social services in housing for low-income persons, especially those who are older, who have experienced homelessness and who live with mental illness. Job Summary Contracts Analyst will directly report to the Manager of Contracts and Grants and will be responsible for the day-to-day government contract/grant activities. S/he will also aid in special projects and duties assigned by the WSFSSH Senior Management. Please Note: This is a full-time position (4) days a week on-site, (1) day a week working from home. Job Duties & Responsibilities Responsibilities include but are not limited to: Contracts and Grants: Prepare contract and grant budgets in compliance with contract/grant terms and conditions Prepare contract amendments, close-out budget modifications, and other required documentation submission for government (federal, state and city) contracts and private grants. Process monthly or quarterly vouchers for payments on government contracts and private grants Prepare the Consolidated Budget Reports (CBR) and the use of the New York State Software (SFS) Coordinate with Budget team on budgeting and variance reporting of revenue and expenditure related to government contracts and private grants Provide guidance to accounting staff members on cost allocation and coding for contract/grant related expenditure Review contracts and grants and ensure compliance with contractual rules and regulation Analyze General Ledger accounts related to contracts and grants and record contract related journal entries in the accounting system. Monitor the contracts payments and prepare monthly reconciliation between the voucher amounts and payments received. Advise Budget Analyst in setting up budgets for contract funds and allocation of salary costs in WSFSSH Position Control System (PCS) Assist with government contract audits and compliance audits as required Interact with social service directors and building managers for the issues related to contracts and grants Other: Assist with annual year-end audits Perform special projects as needed Required Knowledge Skills & Abilities Strong attention to detail as well as solid organization/time management skills Must have effective verbal and written communication skills Must be an enthusiastic, positive team player who is willing to help and who works well with colleagues Ability to work in a fast-paced environment and handle multiple tasks concurrently Experience using HUD's eLOCCS system to draw down grant funds Proficiency in Microsoft Office applications & Adobe Acrobat Professional Proficiency in Sage MIP Fund Accounting and CFR systems Accounting would be an advantage Required and Preferred Education, Experience and Credentials Must have a bachelor's degree (Accounting or related major) 2+ years of accounting related work experience Advanced Excel skills required Proficiency in electronic Line of Credit Control System (ELOCCS) and/or Statewide Financial Systems (SFS) Physical Requirements Prolonged periods sitting at a desk and working on a computer. Must be able to lift or push up to 10 pounds at a time. Travel within our sites, as needed. Benefit Overview Westside Federation of Senior & Supportive Housing offers full-time employees a comprehensive choice of benefits that include Medical, Dental, Vision, 403 (B) retirement savings, Flexible Spending Accounts (FSA), Life & Disability, Short-term and Long- term Disability, Employee Assistance Program (EAP) commuter benefits and more Voluntary benefit options and Time Off that includes 11-12 paid Federal Holidays, accrued Vacation and Sick Time. EEO Policy or Statement WSFSSH is an Equal Employment Opportunity Employer (EEO); employment is based upon employees' qualifications without discrimination, on the basis of race, creed, color, national origin, religion, sex, age, disability, marital status, sexual orientation, military status, citizenship status, genetic predisposition or carrier status, or any other protected characteristic as established by law. Monday - Friday 9am- 5pm (35) hours Compensation details: 0 Yearly Salary PI6a6f2062ed08-4407
2026 Senior Strategic Financial Analyst
LevelTen Energy Seattle, Washington
Position Title: 2026 Senior Strategic Financial Analyst Role Purpose LevelTen Energy's mission is to accelerate the energy transition by facilitating frictionless transactions. As the leading provider of renewable transaction infrastructure, we deliver the cloud-based software, centralized supply, automated analytics, and transaction expertise required to power the renewable energy economy. The LevelTen Platform is the world's largest online hub for renewable energy buyers, sellers, advisors, asset owners and financiers, and delivers the online tools and expertise they need to buy, sell and finance assets quickly. Join us on a mission that matters. As the Senior Strategic Finance Analyst, you will report to the Director of FP&A and be a member of the larger Finance, Accounting, and HR team at LevelTen Energy. This is a builder and operator role: you will design new financial frameworks from scratch while also managing and improving existing processes. You will be a financial translator between our leaders in Product, Engineering, and Sales teams, turning complex cost and revenue dynamics into decisions leadership can act on. This is an opportunity to join a high-growth climate tech leader where your financial expertise directly contributes to a carbon-free future. Duties and Responsibilities Zero-to-One Financial Modeling Build cost architecture frameworks that answer the question: what does it actually take to stand up a new product, initiative, or capability from scratch? Model the full lifecycle economics of new investments: initial cost to launch, ongoing cost to maintain, and the point at which we begin generating returns. Develop new ways to categorize and roll up costs across the organization, giving leadership a clearer picture of how resources are being deployed. Establish a baseline for evaluating cash runway implications of net-new investments before commitments are made. Sales & Product Analytics Partner with the Sales team to define and maintain core SaaS metrics, including upgrades, downgrades, churn, and cross-sell movements. Build and maintain a portfolio of advanced analytics to deepen organizational understanding of customer behavior and segment profitability. Drive data-informed decision-making by analyzing high-impact variables such as transaction speed, operational expense per segment, and long-term ROI. Cross-Functional Support Serve as the financial translator between Finance and Product, Sales, and Engineering teams, making complex financial data accessible and actionable for non-finance stakeholders. Engage regularly with VPs and C-suite leadership, presenting findings, challenging assumptions, and contributing to strategic conversations. Partner with the Finance and People teams on integrated projects, providing analytical support and financial oversight for various organizational initiatives as required. Strategic Finance & Analytics Support the corporate budget and forecasting cycle, maintaining high-accuracy models for sales, cash flow, and GAAP expenses to drive strategic adjustments across the organization. Conduct deep-dive ROI analysis by product and initiative to guide resource allocation and strategic prioritization. Synthesize complex financial data into monthly executive presentations, highlighting critical variances and KPIs to provide actionable insights for the leadership team. Develop and maintain product costing models, including Customer Acquisition Cost (CAC) and Customer Retention Cost (CRC), to support profitability analysis across segments Qualifications Bachelor's degree in Finance, Accounting, or a related field. 4+ years of experience in FP&A, Strategic Finance, or Finance Operations, with emphasis on B2B SaaS. Demonstrated experience building financial models and frameworks from scratch, not just maintaining existing ones. Expert-level Excel and financial modeling; deep experience with Salesforce reporting and SaaS-specific financial tools (Prophix preferred). Comfortable operating in ambiguity and defining structure where none previously existed. Strong communication skills with the ability to present complex financial data to non-finance stakeholders. Experience in the renewable energy sector or climate tech is preferred. Benefits / Perks Full Medical, Vision and Dental coverage Wellness Credit Flexible vacation policy 11 paid company holidays 401k In the Seattle office: Casual dress code Commuter benefits Standing desk options Regular company-sponsored events Hybrid in-office/work from home schedule Additional Information This position is based out of our office in the Belltown neighborhood of Seattle, WA (hybrid work schedule). The estimated compensation for this position is $120,000 - 141,000 per year, based on experience and qualifications. In addition, this position is eligible for an annual bonus and an equity grant. Must be legally authorized to work in the U.S. without a current or future need for visa sponsorship. About LevelTen Energy LevelTen Energy is the leading provider of transaction infrastructure for the clean energy transition, connecting buyers, sellers, and financiers through dynamic marketplaces, data-driven insights, and automated analytics. The LevelTen Platform supports power purchase agreements, clean energy asset M&A transactions, and tax credit transfers-soon expanding to granular certificate trading-enabling organizations to execute and manage transactions with confidence. With a network of over 1,000 project developers in 35 countries, LevelTen is advancing carbon-free energy markets by increasing transparency, liquidity, and accessibility. Learn more at Equal Opportunity Employer LevelTen Energy is an Equal Opportunity Employer committed to a diverse and inclusive workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, marital status, age, sexual orientation, gender identity or expression, or any other legally protected status. Accessibility If you are an individual with a disability and need assistance completing the online application or during the interview process, please call 1-. Please leave a message and a member of our People team will return your call within three business days. Alternatively, an email may be sent to . "Applicant Accommodation" should be included in the subject line of the email. Please note that this phone number and email are only for those individuals who would like to request an accommodation to apply for a job. PI4e113def5-
04/02/2026
Full time
Position Title: 2026 Senior Strategic Financial Analyst Role Purpose LevelTen Energy's mission is to accelerate the energy transition by facilitating frictionless transactions. As the leading provider of renewable transaction infrastructure, we deliver the cloud-based software, centralized supply, automated analytics, and transaction expertise required to power the renewable energy economy. The LevelTen Platform is the world's largest online hub for renewable energy buyers, sellers, advisors, asset owners and financiers, and delivers the online tools and expertise they need to buy, sell and finance assets quickly. Join us on a mission that matters. As the Senior Strategic Finance Analyst, you will report to the Director of FP&A and be a member of the larger Finance, Accounting, and HR team at LevelTen Energy. This is a builder and operator role: you will design new financial frameworks from scratch while also managing and improving existing processes. You will be a financial translator between our leaders in Product, Engineering, and Sales teams, turning complex cost and revenue dynamics into decisions leadership can act on. This is an opportunity to join a high-growth climate tech leader where your financial expertise directly contributes to a carbon-free future. Duties and Responsibilities Zero-to-One Financial Modeling Build cost architecture frameworks that answer the question: what does it actually take to stand up a new product, initiative, or capability from scratch? Model the full lifecycle economics of new investments: initial cost to launch, ongoing cost to maintain, and the point at which we begin generating returns. Develop new ways to categorize and roll up costs across the organization, giving leadership a clearer picture of how resources are being deployed. Establish a baseline for evaluating cash runway implications of net-new investments before commitments are made. Sales & Product Analytics Partner with the Sales team to define and maintain core SaaS metrics, including upgrades, downgrades, churn, and cross-sell movements. Build and maintain a portfolio of advanced analytics to deepen organizational understanding of customer behavior and segment profitability. Drive data-informed decision-making by analyzing high-impact variables such as transaction speed, operational expense per segment, and long-term ROI. Cross-Functional Support Serve as the financial translator between Finance and Product, Sales, and Engineering teams, making complex financial data accessible and actionable for non-finance stakeholders. Engage regularly with VPs and C-suite leadership, presenting findings, challenging assumptions, and contributing to strategic conversations. Partner with the Finance and People teams on integrated projects, providing analytical support and financial oversight for various organizational initiatives as required. Strategic Finance & Analytics Support the corporate budget and forecasting cycle, maintaining high-accuracy models for sales, cash flow, and GAAP expenses to drive strategic adjustments across the organization. Conduct deep-dive ROI analysis by product and initiative to guide resource allocation and strategic prioritization. Synthesize complex financial data into monthly executive presentations, highlighting critical variances and KPIs to provide actionable insights for the leadership team. Develop and maintain product costing models, including Customer Acquisition Cost (CAC) and Customer Retention Cost (CRC), to support profitability analysis across segments Qualifications Bachelor's degree in Finance, Accounting, or a related field. 4+ years of experience in FP&A, Strategic Finance, or Finance Operations, with emphasis on B2B SaaS. Demonstrated experience building financial models and frameworks from scratch, not just maintaining existing ones. Expert-level Excel and financial modeling; deep experience with Salesforce reporting and SaaS-specific financial tools (Prophix preferred). Comfortable operating in ambiguity and defining structure where none previously existed. Strong communication skills with the ability to present complex financial data to non-finance stakeholders. Experience in the renewable energy sector or climate tech is preferred. Benefits / Perks Full Medical, Vision and Dental coverage Wellness Credit Flexible vacation policy 11 paid company holidays 401k In the Seattle office: Casual dress code Commuter benefits Standing desk options Regular company-sponsored events Hybrid in-office/work from home schedule Additional Information This position is based out of our office in the Belltown neighborhood of Seattle, WA (hybrid work schedule). The estimated compensation for this position is $120,000 - 141,000 per year, based on experience and qualifications. In addition, this position is eligible for an annual bonus and an equity grant. Must be legally authorized to work in the U.S. without a current or future need for visa sponsorship. About LevelTen Energy LevelTen Energy is the leading provider of transaction infrastructure for the clean energy transition, connecting buyers, sellers, and financiers through dynamic marketplaces, data-driven insights, and automated analytics. The LevelTen Platform supports power purchase agreements, clean energy asset M&A transactions, and tax credit transfers-soon expanding to granular certificate trading-enabling organizations to execute and manage transactions with confidence. With a network of over 1,000 project developers in 35 countries, LevelTen is advancing carbon-free energy markets by increasing transparency, liquidity, and accessibility. Learn more at Equal Opportunity Employer LevelTen Energy is an Equal Opportunity Employer committed to a diverse and inclusive workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, marital status, age, sexual orientation, gender identity or expression, or any other legally protected status. Accessibility If you are an individual with a disability and need assistance completing the online application or during the interview process, please call 1-. Please leave a message and a member of our People team will return your call within three business days. Alternatively, an email may be sent to . "Applicant Accommodation" should be included in the subject line of the email. Please note that this phone number and email are only for those individuals who would like to request an accommodation to apply for a job. PI4e113def5-
Senior Credit Lead - Underwriting & Portfolio Growth
Old National Bank Chicago, Illinois
A regional financial institution in Chicago seeks a Senior Credit Officer responsible for overseeing loan underwriting processes and managing a team of analysts. The role requires over 10 years of experience in commercial underwriting, strong leadership, and an ability to assess financial risks. The successful candidate will ensure compliance with corporate standards while fostering a collaborative work environment. This position offers an annual salary range of $106,100 - $214,600 with comprehensive benefits.
04/02/2026
Full time
A regional financial institution in Chicago seeks a Senior Credit Officer responsible for overseeing loan underwriting processes and managing a team of analysts. The role requires over 10 years of experience in commercial underwriting, strong leadership, and an ability to assess financial risks. The successful candidate will ensure compliance with corporate standards while fostering a collaborative work environment. This position offers an annual salary range of $106,100 - $214,600 with comprehensive benefits.
Credit Analyst/Sr. Credit Analyst
Triad Financial Services Inc Jacksonville, Florida
Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Credit Analyst or Senior Credit Analyst to join our growing team. Essential Functions: Experience in commercial credit analysis and documentation of commercial credit lines Strong analytical skills and knowledge of commercial finance transactions Credit Underwriting: Gather required documents and additional information needed to process and review new loan applications, request for existing accounts, and handle annual renewals. Spread and analyze business financial statements, tax returns and other supporting documents used in providing credit recommendations. Work with Credit Manager, Account Manager, VP and CCO of Commercial Credit team. Documentation: Complete Legal Documents required for approved Retailer Credit Lines Collect all conditions of Approval from Retailer Minimum Qualifications: Bachelor's degree in finance or accounting preferred Recent college graduate looking for entry level position in a growing company Some prior work experience in financial services industry preferred but not required Familiarity with concepts, procedures and processes typically used in finance Quick learner of the proprietary computer system used to manage and underwrite the accounts Preparation or ability to review documents and reports using Microsoft Office based products Good organizational, clerical, numeric, oral and written language skills Knowledge of customer service principles and practices Physical Demand: Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards. Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards Must be able to talk, listen and speak clearly on telephone Able to sit at a work station for prolonged periods of time PIa0f2fa01711b-9800
04/02/2026
Full time
Triad Financial Services is a leading provider of financial services and solutions, serving clients worldwide. We are seeking a highly motivated and skilled Credit Analyst or Senior Credit Analyst to join our growing team. Essential Functions: Experience in commercial credit analysis and documentation of commercial credit lines Strong analytical skills and knowledge of commercial finance transactions Credit Underwriting: Gather required documents and additional information needed to process and review new loan applications, request for existing accounts, and handle annual renewals. Spread and analyze business financial statements, tax returns and other supporting documents used in providing credit recommendations. Work with Credit Manager, Account Manager, VP and CCO of Commercial Credit team. Documentation: Complete Legal Documents required for approved Retailer Credit Lines Collect all conditions of Approval from Retailer Minimum Qualifications: Bachelor's degree in finance or accounting preferred Recent college graduate looking for entry level position in a growing company Some prior work experience in financial services industry preferred but not required Familiarity with concepts, procedures and processes typically used in finance Quick learner of the proprietary computer system used to manage and underwrite the accounts Preparation or ability to review documents and reports using Microsoft Office based products Good organizational, clerical, numeric, oral and written language skills Knowledge of customer service principles and practices Physical Demand: Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards. Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards Must be able to talk, listen and speak clearly on telephone Able to sit at a work station for prolonged periods of time PIa0f2fa01711b-9800
Credit Analyst
Communities Unlimited, Inc. Bentonville, Arkansas
The Credit Analyst is designed as an entry-level developmental position for those seeking to build a career in community development finance, banking, or mission-based lending. This role provides hands-on training in credit analysis, underwriting fundamentals, and CDFI portfolio management. The Credit Analyst supports the evaluation and monitoring of loans across CU's diversified portfolio while developing strong analytical, financial modeling, and risk assessment skills. This position works closely with CU's Lending Team to ensure sound credit decisions that balance impact and risk. The workflow often includes processes and/or information that are related to confidential matters and requires absolute protection of information. This position also requires a high level of customer service and an ability to respectfully and professionally communicate with internal and external customers that may be in an agitated state. CU offers a range of benefits, including medical, dental, and vision insurance, a Health Savings Account with annual employer contributions, Flexible Spending Accounts, company-paid Short-Term & Long-Term Disability and Basic Life Insurance. An Employer 401k Match, paid holiday, vacation and sick time. This position is a hybrid role based out of Northwest Arkansas. Education/Certification Requirements Option A - bachelor's degree in finance, Accounting, Economics, Business Administration, or a closely related field (completed within the past 1-3 years preferred). OR Option B - associate degree, technical training, or equivalent coursework in accounting, finance, or business; and 2+ years of relevant experience through internships, apprenticeships, banking support roles, bookkeeping, or financial services positions. Must maintain a valid driver's license, have reliable transportation, an acceptable driving record, and at least the state minimum personal liability auto insurance coverage. Must be authorized to work in the USA. Experience & Skills Demonstrated ability to interpret financial information or work with financial documentation.Strong attention to detail and organizational skills.Proficiencyin Microsoft Officewithstrong Excel aptitude.Commitment to professional development in credit analysis or community development finance. Summary of Essential Job Duties Credit Analysis & Underwriting Support Analyze personal and business financial statements, tax returns, cash flow projections, and credit reports.Assistin preparing underwriting summaries and credit memos for review by senior staff and loan committees.Perform basic financial spreading and ratio analysis.Support risk rating assignments consistent with CU credit policies. Borrower & Loan Officer Support Communicate with loan applicants to collect required documentation and clarify financial information.Provide professional andtimelycustomer service while reinforcing CU's mission-driven approach.Support Loan Officers with preliminary financial reviews and data analysis. Portfolio Monitoring Assistwith post-closing financial tracking and covenant compliance.Monitor borrower reporting requirements andidentifyearly warning risk indicators.Contribute to portfolio performance reporting and internal risk dashboards. Documentation & Compliance Maintain complete and organized credit filesin accordance withCU policies and CDFI requirements.Support compliance with internal credit policies, grant requirements, and regulatory standards.Maintain accurate and consistent loan data within CU's internal documentation, spreadsheets, and reporting systems to support sound underwriting, portfolio monitoring, and compliance reporting. Other Special projects and other duties may be assigned from time-to-time by the program director. Tools Used in Job Proficient use of a computer, internet, smart phone (texting, email, photos, videos, social media, and calls), web-based databases for data-entry, Microsoft Office suite including Outlook, Word, Excel and PowerPoint are required. The use of additional software for project-related activities may be required, and training will be provided. Work Environment The work environment characteristics described above are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform essential job functions. EOE Compensation details: 0 Yearly Salary PIfb5-
04/02/2026
Full time
The Credit Analyst is designed as an entry-level developmental position for those seeking to build a career in community development finance, banking, or mission-based lending. This role provides hands-on training in credit analysis, underwriting fundamentals, and CDFI portfolio management. The Credit Analyst supports the evaluation and monitoring of loans across CU's diversified portfolio while developing strong analytical, financial modeling, and risk assessment skills. This position works closely with CU's Lending Team to ensure sound credit decisions that balance impact and risk. The workflow often includes processes and/or information that are related to confidential matters and requires absolute protection of information. This position also requires a high level of customer service and an ability to respectfully and professionally communicate with internal and external customers that may be in an agitated state. CU offers a range of benefits, including medical, dental, and vision insurance, a Health Savings Account with annual employer contributions, Flexible Spending Accounts, company-paid Short-Term & Long-Term Disability and Basic Life Insurance. An Employer 401k Match, paid holiday, vacation and sick time. This position is a hybrid role based out of Northwest Arkansas. Education/Certification Requirements Option A - bachelor's degree in finance, Accounting, Economics, Business Administration, or a closely related field (completed within the past 1-3 years preferred). OR Option B - associate degree, technical training, or equivalent coursework in accounting, finance, or business; and 2+ years of relevant experience through internships, apprenticeships, banking support roles, bookkeeping, or financial services positions. Must maintain a valid driver's license, have reliable transportation, an acceptable driving record, and at least the state minimum personal liability auto insurance coverage. Must be authorized to work in the USA. Experience & Skills Demonstrated ability to interpret financial information or work with financial documentation.Strong attention to detail and organizational skills.Proficiencyin Microsoft Officewithstrong Excel aptitude.Commitment to professional development in credit analysis or community development finance. Summary of Essential Job Duties Credit Analysis & Underwriting Support Analyze personal and business financial statements, tax returns, cash flow projections, and credit reports.Assistin preparing underwriting summaries and credit memos for review by senior staff and loan committees.Perform basic financial spreading and ratio analysis.Support risk rating assignments consistent with CU credit policies. Borrower & Loan Officer Support Communicate with loan applicants to collect required documentation and clarify financial information.Provide professional andtimelycustomer service while reinforcing CU's mission-driven approach.Support Loan Officers with preliminary financial reviews and data analysis. Portfolio Monitoring Assistwith post-closing financial tracking and covenant compliance.Monitor borrower reporting requirements andidentifyearly warning risk indicators.Contribute to portfolio performance reporting and internal risk dashboards. Documentation & Compliance Maintain complete and organized credit filesin accordance withCU policies and CDFI requirements.Support compliance with internal credit policies, grant requirements, and regulatory standards.Maintain accurate and consistent loan data within CU's internal documentation, spreadsheets, and reporting systems to support sound underwriting, portfolio monitoring, and compliance reporting. Other Special projects and other duties may be assigned from time-to-time by the program director. Tools Used in Job Proficient use of a computer, internet, smart phone (texting, email, photos, videos, social media, and calls), web-based databases for data-entry, Microsoft Office suite including Outlook, Word, Excel and PowerPoint are required. The use of additional software for project-related activities may be required, and training will be provided. Work Environment The work environment characteristics described above are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform essential job functions. EOE Compensation details: 0 Yearly Salary PIfb5-
Senior Portfolio Manager/Underwriter
Columbia Bank
Senior Portfolio Manager About the Role Underwrites new and renewal Middle Market credit requests comprised of working capital lines of credit, asset-based lines of credit, commercial real estate loans (Owner Occupied and Investor) and equipment financing; most often from moderate-to-complex enterprises. Collaborates with Client Solutions Managers ("CSMs") and Relationship Managers to accurately present findings, including business rationale and risk mitigations, in order to obtain credit approval and meet customer needs. Responsibilities Underwrites new and renewal Middle Market credit requests comprised of working capital lines of credit, asset-based lines of credit, commercial real estate loans (Owner Occupied and Investor) and equipment financing; most often from moderate-to-complex enterprises. Collaborates with Client Solutions Managers ("CSMs") and Relationship Managers to accurately present findings, including business rationale and risk mitigations, in order to obtain credit approval and meet customer needs. Analyze business, industry, financial data and other supporting credit information concerning an applicant's credit request; identifies key business and financial risks that may impact the repayment prospects by the borrower; derives conclusions supporting the credit recommendation based on documented facts and/or sound judgement. Prepare timely, concise and accurate credit recommendations, with limited supervision or revision. Includes: (1) quantitative components within the underwriting narrative documenting the credit analysis; (2) accurate use of risk rating scoring models (aka Dual Risk Rating), both quantitative and qualitative rating elements, to ensure customers and loans are properly risk-rated; (3) accurate identification and mitigation of all exceptions to Bank tracked policies exceptions (TPE), tracked guidelines exceptions (TGE), procedures and compliance regulations; and (4) accurate loan coding consistent with nature of the borrowing relationship and terms of the credit(s). Monitor borrower financial performance in line with commercial and/or real estate loan documents; spreads financial statement and/or ensures required financial statements are spread in accordance with Bank Guidelines and resulting covenant calculations are accurate, complete and adhere to approval conditions and loan documentation. Collaborates with CSM to ensure borrower notifications are sent and approvals are obtained to resolve any violations in a timely manner. Partners with CSMs and Relationship Managers to offer insights into customer financial needs, including opportunities identified using Line of Business-approved relationship expansion tools. May also offer opinions related to a loan structure's effectiveness to mitigate risks, appropriate to prevailing competitive market environment and Bank risk tolerances. Partners with CSMs and Relationship Managers in customer and prospect calls as appropriate. May shadow manage a portfolio with CSM as part of training and development, with Underwriting Manager and Market Director mutual approval. May oversee the work of other commercial underwriters or credit analysts, including the timely review of credit reports prepared by other underwriters to ensure a high level of report quality prior to submission for approval; findings to be captured via a standardized Quality Control (QC) Checklist and used to provide guidance and training to underwriters. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become "Business Bank of Choice". May perform other duties as assigned. About You 7-10 years - of commercial underwriting/credit analysis experience or relevant lending experience. (Required) Advanced analytical and problem solving skills. Advanced credit and credit quality skills including accounting, financial statement spreading, and cash flow analysis experience; ability to train and present to small and large audiences or has the interest in learning to train and present. Demonstrated time management skills, reflecting the ability to juggle multiple tasks simultaneously while delivering work product on time. Ability to work effectively with individuals and groups across the company to manage internal and external customer relationships. Possess excellent written, verbal, interpersonal and presentation skills, including ability to train and present to small and large audiences or has the interest in learning to train and present. Advanced knowledge of credit policies, procedures, practices and documentation. Travel Requirements Occasional. Compensation The pay range for this role is $98,000.00 - $155,000.00. The pay rate for the selected candidate is dependent upon a variety of non discriminatory factors including, but not limited to, job related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance based incentive compensation, and those details will be provided during the recruitment process. Primary Location Ability to work fully onsite at posted location(s). 4370 La Jolla Village Dr Suite 300 San Diego, CA 92122 Benefits We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at at least thirty hours weekly. Commitment To Diversity Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: . Recruiting Agencies Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team. Seniority Level Mid Senior level Employment Type Full time Job Function Finance and Sales Industry Banking
04/02/2026
Full time
Senior Portfolio Manager About the Role Underwrites new and renewal Middle Market credit requests comprised of working capital lines of credit, asset-based lines of credit, commercial real estate loans (Owner Occupied and Investor) and equipment financing; most often from moderate-to-complex enterprises. Collaborates with Client Solutions Managers ("CSMs") and Relationship Managers to accurately present findings, including business rationale and risk mitigations, in order to obtain credit approval and meet customer needs. Responsibilities Underwrites new and renewal Middle Market credit requests comprised of working capital lines of credit, asset-based lines of credit, commercial real estate loans (Owner Occupied and Investor) and equipment financing; most often from moderate-to-complex enterprises. Collaborates with Client Solutions Managers ("CSMs") and Relationship Managers to accurately present findings, including business rationale and risk mitigations, in order to obtain credit approval and meet customer needs. Analyze business, industry, financial data and other supporting credit information concerning an applicant's credit request; identifies key business and financial risks that may impact the repayment prospects by the borrower; derives conclusions supporting the credit recommendation based on documented facts and/or sound judgement. Prepare timely, concise and accurate credit recommendations, with limited supervision or revision. Includes: (1) quantitative components within the underwriting narrative documenting the credit analysis; (2) accurate use of risk rating scoring models (aka Dual Risk Rating), both quantitative and qualitative rating elements, to ensure customers and loans are properly risk-rated; (3) accurate identification and mitigation of all exceptions to Bank tracked policies exceptions (TPE), tracked guidelines exceptions (TGE), procedures and compliance regulations; and (4) accurate loan coding consistent with nature of the borrowing relationship and terms of the credit(s). Monitor borrower financial performance in line with commercial and/or real estate loan documents; spreads financial statement and/or ensures required financial statements are spread in accordance with Bank Guidelines and resulting covenant calculations are accurate, complete and adhere to approval conditions and loan documentation. Collaborates with CSM to ensure borrower notifications are sent and approvals are obtained to resolve any violations in a timely manner. Partners with CSMs and Relationship Managers to offer insights into customer financial needs, including opportunities identified using Line of Business-approved relationship expansion tools. May also offer opinions related to a loan structure's effectiveness to mitigate risks, appropriate to prevailing competitive market environment and Bank risk tolerances. Partners with CSMs and Relationship Managers in customer and prospect calls as appropriate. May shadow manage a portfolio with CSM as part of training and development, with Underwriting Manager and Market Director mutual approval. May oversee the work of other commercial underwriters or credit analysts, including the timely review of credit reports prepared by other underwriters to ensure a high level of report quality prior to submission for approval; findings to be captured via a standardized Quality Control (QC) Checklist and used to provide guidance and training to underwriters. Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become "Business Bank of Choice". May perform other duties as assigned. About You 7-10 years - of commercial underwriting/credit analysis experience or relevant lending experience. (Required) Advanced analytical and problem solving skills. Advanced credit and credit quality skills including accounting, financial statement spreading, and cash flow analysis experience; ability to train and present to small and large audiences or has the interest in learning to train and present. Demonstrated time management skills, reflecting the ability to juggle multiple tasks simultaneously while delivering work product on time. Ability to work effectively with individuals and groups across the company to manage internal and external customer relationships. Possess excellent written, verbal, interpersonal and presentation skills, including ability to train and present to small and large audiences or has the interest in learning to train and present. Advanced knowledge of credit policies, procedures, practices and documentation. Travel Requirements Occasional. Compensation The pay range for this role is $98,000.00 - $155,000.00. The pay rate for the selected candidate is dependent upon a variety of non discriminatory factors including, but not limited to, job related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance based incentive compensation, and those details will be provided during the recruitment process. Primary Location Ability to work fully onsite at posted location(s). 4370 La Jolla Village Dr Suite 300 San Diego, CA 92122 Benefits We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at at least thirty hours weekly. Commitment To Diversity Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: . Recruiting Agencies Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team. Seniority Level Mid Senior level Employment Type Full time Job Function Finance and Sales Industry Banking
Investment Portfolio Analyst
Air Line Pilots Association Mc Lean, Virginia
Position Title:Investment Portfolio Analyst City: Tysons (McLean) State: VA Country:US Type: 4 (Exempt, Bargaining Unit 1 (EB) # of Openings: 1 Category:Insurance/Benefits/Pension/Retirement - Investment Portfolio Analyst Company Name: Air Line Pilots Association, Int'l., Tysons (McLean), Virginia, United States Description: Investment Portolio Analyst The Air Line Pilots Association, International (ALPA) , the largest airline pilot union in the world and the largest non-governmental aviation safety organization in the world (representing over 80,000 pilots at 42 U.S. and Canadian airlines) seeks an experienced Investment Portfolio Analyst for our McLean, Virginia, office. The Investment Portfolio Analyst gathers and organizes, in a timely manner, a great deal of data and inputs it into the Association's systems to deliver an independent source of performance measurement used by the Senior Investment Portfolio Advisor and pilot fiduciaries to make decisions on asset allocation, diversification, and managers, relative to benchmarks. They attend and participate in benefits meetings with pilot Retirement and Insurance (R&I) Committees; provide analysis and oversight of pilot 401(k) plans; provide advice and present to MEC committees, ALPA-sponsored VEBAs, and the ALPA Investment Management Committee (IMC) regarding market outlook and potential asset allocation decisions; organize and conduct financial wellness seminars and other educational programs; analyze outside investment managers and funds; track and analyze economic data; and, provide assistance in collective bargaining. They also assist in conducting searches for new investment managers from the preparation of Requests for Proposals to final manager interviews. Annually, they provide a unified report on the Pension Plan Performance for all pilot plans where plan data is available. Throughout the year, they provide investment performance expertise to the Association's Investment Management Committee (IMC) and participate in internal IMC meetings, as needed. Local, national, and international travel: 25 - 35%. ALPA is an equal opportunity employer that is committed to diversity and inclusion in a safe workplace. We prohibit discrimination, harassment and harmful behavior of any kind based on race, color, sex, religion, sexual orientation, national origin, gender identity, disability, neurodiversity, genetic information, pregnancy, or other protected characteristics as outlined in federal or provincial laws. We highly value everyone and all are encouraged to apply, including minorities, veterans, and people with disabilities. This position is covered by a collective bargaining agreement. ALPA is a member-driven, staff supported, union with two internal professional unions. Qualifications: Bachelor's degree in business, finance, economics, or relevant area from an accredited college or university required, master's degree preferred; or, the equivalent combination of education and experience. Five (5) years of experience in a major financial institution, large employee benefit plan or labor organization monitoring plan performance and/or direct investment management of retirement plan assets required, ten (10) or more preferred. Experience as an analyst or account representative with an investment management firm or mutual fund financial institution may be considered equivalent, at management discretion. Experience in an investment-oriented position strongly preferred, including preparation of investment objectives, selection of investment managers, and monitoring investment performance. Knowledge of portfolio tracking and analysis software strongly preferred. Familiarity with quantitative, computer-based methods of analyzing investment performance, particularly as they relate to the performance of investment managers vis-à-vis the stated objectives of the investment fund and other like managers, e.g., equity or fixed-income. Experience preparing presentation materials and presenting information on investment objectives and performance as well as investment manager performance to stakeholders. At management discretion, directly related ALPA experience, or an equivalent position elsewhere, may be substituted for some of the above requirements. Solid interpersonal and communication skills, oral and written, for effective interaction with internal staff, external contacts, and pilots. Demonstrated ability working as an integral member of a team. Software: Microsoft Excel, Word, PowerPoint, and Outlook required. Ability to design charts, graphs, and/or spreadsheets strongly preferred. Chartered Financial Analyst (CFA) designation strongly preferred. Physical Demands: Note: The physical demands described herein are characteristic of those that must be met to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals to perform the essential physical activities of this position described below. Constantly operates a computer/smartphone/tablet. Regularly required to maintain a stationary position, move about the office and the local metropolitan area, determine what others have said or written, and converse with others and exchange accurate information. Regularly required to sit, stand, bend, reach, and move about the office and travel (locally, nationally, and internationally). Also includes occasional bending, stooping, squatting, and/or pushing and pulling or moving, e.g., to pack, unpack, and/or move cases. Occasionally required to move, raise, reach, and/or retrieve binders, boxes, and files up to ten (10) pounds (lbs.). While on travel, could be responsible to move, raise, reach, and/or retrieve luggage weighing as much as 50 lbs. (Assistance may not always be available.) ALPA offers competitive salaries with terrific benefits, including: 401k Plan with Non-Elective Employer Contribution of 12% plus 2% into a Market-Based Cash Balance Plan after 180 days of employment. No employee contribution required! The 401k plan includes a Roth option and 4-year vesting schedule. Generous health care benefits on day one - PPO, Kaiser (where available), and a High Deductible Health Plan which includes coverage for medical, dental, and vision benefits for employee, spouse, and/or dependent children; days paid vacation and holidays per year plus 2 volunteer days per year; Generous sick and bereavement leave; Competitive parental leave; Company-paid premiums for disability and life insurance; Flexible Spending and Health Savings accounts; Retiree health plan; Education Assistance Program; and, Optional benefits including pet insurance, excess life insurance, legal plan, and qualified transportation fringe benefits, where available. Partial remote work opportunities. PROJECTED ANNUAL SALARY RANGE: $96,027.00 - $167,725.00 Relocation not provided. Sponsorship not available for this position. PM19 Compensation details: 95 Yearly Salary PI47afdd7087c9-3899
04/02/2026
Full time
Position Title:Investment Portfolio Analyst City: Tysons (McLean) State: VA Country:US Type: 4 (Exempt, Bargaining Unit 1 (EB) # of Openings: 1 Category:Insurance/Benefits/Pension/Retirement - Investment Portfolio Analyst Company Name: Air Line Pilots Association, Int'l., Tysons (McLean), Virginia, United States Description: Investment Portolio Analyst The Air Line Pilots Association, International (ALPA) , the largest airline pilot union in the world and the largest non-governmental aviation safety organization in the world (representing over 80,000 pilots at 42 U.S. and Canadian airlines) seeks an experienced Investment Portfolio Analyst for our McLean, Virginia, office. The Investment Portfolio Analyst gathers and organizes, in a timely manner, a great deal of data and inputs it into the Association's systems to deliver an independent source of performance measurement used by the Senior Investment Portfolio Advisor and pilot fiduciaries to make decisions on asset allocation, diversification, and managers, relative to benchmarks. They attend and participate in benefits meetings with pilot Retirement and Insurance (R&I) Committees; provide analysis and oversight of pilot 401(k) plans; provide advice and present to MEC committees, ALPA-sponsored VEBAs, and the ALPA Investment Management Committee (IMC) regarding market outlook and potential asset allocation decisions; organize and conduct financial wellness seminars and other educational programs; analyze outside investment managers and funds; track and analyze economic data; and, provide assistance in collective bargaining. They also assist in conducting searches for new investment managers from the preparation of Requests for Proposals to final manager interviews. Annually, they provide a unified report on the Pension Plan Performance for all pilot plans where plan data is available. Throughout the year, they provide investment performance expertise to the Association's Investment Management Committee (IMC) and participate in internal IMC meetings, as needed. Local, national, and international travel: 25 - 35%. ALPA is an equal opportunity employer that is committed to diversity and inclusion in a safe workplace. We prohibit discrimination, harassment and harmful behavior of any kind based on race, color, sex, religion, sexual orientation, national origin, gender identity, disability, neurodiversity, genetic information, pregnancy, or other protected characteristics as outlined in federal or provincial laws. We highly value everyone and all are encouraged to apply, including minorities, veterans, and people with disabilities. This position is covered by a collective bargaining agreement. ALPA is a member-driven, staff supported, union with two internal professional unions. Qualifications: Bachelor's degree in business, finance, economics, or relevant area from an accredited college or university required, master's degree preferred; or, the equivalent combination of education and experience. Five (5) years of experience in a major financial institution, large employee benefit plan or labor organization monitoring plan performance and/or direct investment management of retirement plan assets required, ten (10) or more preferred. Experience as an analyst or account representative with an investment management firm or mutual fund financial institution may be considered equivalent, at management discretion. Experience in an investment-oriented position strongly preferred, including preparation of investment objectives, selection of investment managers, and monitoring investment performance. Knowledge of portfolio tracking and analysis software strongly preferred. Familiarity with quantitative, computer-based methods of analyzing investment performance, particularly as they relate to the performance of investment managers vis-à-vis the stated objectives of the investment fund and other like managers, e.g., equity or fixed-income. Experience preparing presentation materials and presenting information on investment objectives and performance as well as investment manager performance to stakeholders. At management discretion, directly related ALPA experience, or an equivalent position elsewhere, may be substituted for some of the above requirements. Solid interpersonal and communication skills, oral and written, for effective interaction with internal staff, external contacts, and pilots. Demonstrated ability working as an integral member of a team. Software: Microsoft Excel, Word, PowerPoint, and Outlook required. Ability to design charts, graphs, and/or spreadsheets strongly preferred. Chartered Financial Analyst (CFA) designation strongly preferred. Physical Demands: Note: The physical demands described herein are characteristic of those that must be met to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals to perform the essential physical activities of this position described below. Constantly operates a computer/smartphone/tablet. Regularly required to maintain a stationary position, move about the office and the local metropolitan area, determine what others have said or written, and converse with others and exchange accurate information. Regularly required to sit, stand, bend, reach, and move about the office and travel (locally, nationally, and internationally). Also includes occasional bending, stooping, squatting, and/or pushing and pulling or moving, e.g., to pack, unpack, and/or move cases. Occasionally required to move, raise, reach, and/or retrieve binders, boxes, and files up to ten (10) pounds (lbs.). While on travel, could be responsible to move, raise, reach, and/or retrieve luggage weighing as much as 50 lbs. (Assistance may not always be available.) ALPA offers competitive salaries with terrific benefits, including: 401k Plan with Non-Elective Employer Contribution of 12% plus 2% into a Market-Based Cash Balance Plan after 180 days of employment. No employee contribution required! The 401k plan includes a Roth option and 4-year vesting schedule. Generous health care benefits on day one - PPO, Kaiser (where available), and a High Deductible Health Plan which includes coverage for medical, dental, and vision benefits for employee, spouse, and/or dependent children; days paid vacation and holidays per year plus 2 volunteer days per year; Generous sick and bereavement leave; Competitive parental leave; Company-paid premiums for disability and life insurance; Flexible Spending and Health Savings accounts; Retiree health plan; Education Assistance Program; and, Optional benefits including pet insurance, excess life insurance, legal plan, and qualified transportation fringe benefits, where available. Partial remote work opportunities. PROJECTED ANNUAL SALARY RANGE: $96,027.00 - $167,725.00 Relocation not provided. Sponsorship not available for this position. PM19 Compensation details: 95 Yearly Salary PI47afdd7087c9-3899
Business Director II - Strategic Finance
MUSC North Charleston, South Carolina
Job Description Summary The Director of Strategic Financial Planning supports the Executive Director, Strategic Financial Planning in the development, execution, and ongoing management of the health system's long-range financial plans, debt capacity models, capital planning, and strategic financial initiatives. This role serves as a senior technical and analytical leader, translating strategic priorities into detailed financial models, projections, analyses, and decision-support materials for executive leadership and governing bodies. Entity Medical University Hospital Authority (MUHA) Worker Type Employee Worker Sub-Type Regular Cost Center CC001097 SYS - Corp Health System Finance Pay Rate Type Salary Pay Grade Health-34 Scheduled Weekly Hours 40 Work Shift Job Description The Director of Strategic Financial Planning supports the Executive Director, Strategic Financial Planning in the development, execution, and ongoing management of the health system's long-range financial plans, debt capacity models, capital planning, and strategic financial initiatives. This role serves as a senior technical and analytical leader, translating strategic priorities into detailed financial models, projections, analyses, and decision-support materials for executive leadership and governing bodies. The Director partners closely with system finance, treasury, tax, strategy, facilities, and market leadership to ensure financial plans are analytically sound, aligned with organizational strategy, and responsive to changing market and operational conditions Additional Job Description Bachelor's degree from an accredited college/university with four to six years' work experience in accounting or finance, preferably in a healthcare setting. Master's degree (MHA, MBA) preferred. Advanced financial modeling and analytical skills, with the ability to synthesize large volumes of data into actionable insights. Strong understanding of healthcare financial metrics, capital planning, debt structures, and liquidity management. Highly proficient in Microsoft Excel, PowerPoint, and Word; experience with financial planning systems (e.g., Axiom) strongly preferred. Exceptional written and verbal communication skills, with the ability to present effectively to senior leadership and boards. Demonstrated ability to manage multiple priorities, meet critical deadlines, and work independently with minimal supervision. Knowledge of budgeting, operations, strategic planning, and satisfaction performance reporting systems and methodologies required. Proven ability to research, gather, synthesize, and organize information to produce concise reports using various resources. Understanding of external regulatory requirements and effective compliance assurance methods preferred. Experience with contract negotiation, audit, and compliance is desired. Must be proficient in the use of spreadsheets and have excellent oral and written communication skills to communicate complicated policies and procedures and financial information to a wide variety of audiences. Experience managing employees is desired. Position must use discretion in managing a wide range of confidential information NOTE: The following descriptions are applicable to this section: 1) Continuous - 6-8 hours per shift; 2) Frequent - 2-6 hours per shift; 3) Infrequent - 0-2 hours per shift Ability to perform job functions while standing. (Frequent) Ability to perform job functions while sitting. (Frequent) Ability to perform job functions while walking. (Frequent) Ability to climb stairs. (Infrequent) Ability to work indoors. (Continuous) Ability to work in confined/cramped spaces. (Infrequent) Ability to perform job functions from kneeling positions. (Infrequent) Ability to bend at the waist. (Infrequent) Ability to squat and perform job functions. (Infrequent) Ability to perform 'pinching' operations. (Infrequent) Ability to fully use both hands/arms. (Continuous) Ability to perform repetitive motions with hands/wrists/elbows and shoulders. (Continuous) Ability to reach in all directions. (Frequent) Possess good finger dexterity. (Continuous) Ability to lift and carry 15 lbs. unassisted. (Infrequent) Ability to lift/lower objects 15 lbs. from/to floor from/to 36 inches unassisted. (Infrequent) Ability to lift from 36 inches to overhead 15 lbs. (Infrequent) Ability to maintain 20/40 vision, corrected, in one eye or with both eyes. (Continuous) Ability to see and recognize objects close at hand. (Continuous) Ability to match or discriminate between colors. (Continuous) Ability to determine distance/relationship between objects; depth perception. (Continuous) Good peripheral vision capabilities. (Continuous) Ability to maintain hearing acuity, with correction. (Continuous) Ability to perform gross motor functions with frequent fine motor movements. (Continuous) Ability to work in a latex safe environment. (Continuous) Ability to deal effectively with stressful situations. (Frequent) Job Responsibility: Strategic Financial Planning & Forecasting: 30% Success Criteria: Lead the development and maintenance of multi-year financial projections in support of system-wide income statement, balance sheet, and statement of cash flow models. Manages market-level strategic plans. Support the Executive Director in managing the annual 7-year strategic financial planning cycle, including timelines, assumptions, modeling standards, validation efforts, and deliverables. Coordinate with market finance leaders to gather inputs related to volumes, growth assumptions, service line changes, and programmatic investments. Job Responsibility: Capital Projects Financial Analysis and Debt Issuance: 25% Success Criteria: Oversees the financial feasibility and return on investment of proposed capital projects, including new facilities, major expansions, and strategic initiatives, including business plan development and vetting Play a lead analytical role in new debt issuances and financings Job Responsibility: Strategic Initiatives, Transactions & Project Leadership: 15% Success Criteria: Serve as a financial lead or co-lead on major strategic initiatives, including mergers, acquisitions, affiliations, restructurings, and cost reduction programs. Coordinate financial diligence efforts with internal stakeholders and external consultants. Manage multiple workstreams and deadlines across complex initiatives, ensuring accurate, timely, and consistent financial outputs. Job Responsibility: Reporting & Executive Communication: 15% Success Criteria: Prepare high-quality financial analyses, dashboards, and presentation materials for use with the Executive Director, System CFO, executive leadership, legislators, and governing boards. Translate complex financial findings into clear narratives that support strategic decision-making by non-financial audiences. Ensure consistency and alignment of financial messaging across planning, capital, and debt-related materials. Job Responsibility: Team Leadership & Operational Excellence: 15% Success Criteria: Provide day-to-day technical leadership and mentoring to financial analysts and managers supporting strategic financial planning activities. Establish modeling standards, documentation practices, and quality controls to ensure accuracy and sustainability of financial tools and outputs. Identify opportunities to improve planning processes, forecasting accuracy, and automation within financial planning systems (e.g., Axiom or similar platforms). Support cross-functional collaboration and knowledge-sharing across finance, strategy, and operations teams. If you like working with energetic enthusiastic individuals, you will enjoy your career with us! The Medical University of South Carolina is an Equal Opportunity Employer. MUSC does not discriminate on the basis of race, color, religion or belief, age, sex, national origin, gender identity, sexual orientation, disability, protected veteran status, family or parental status, or any other status protected by state laws and/or federal regulations. All qualified applicants are encouraged to apply and will receive consideration for employment based upon applicable qualifications, merit and business need. Medical University of South Carolina participates in the federal E-Verify program to confirm the identity and employment authorization of all newly hired employees. For further information about the E-Verify program, please click here:
04/01/2026
Full time
Job Description Summary The Director of Strategic Financial Planning supports the Executive Director, Strategic Financial Planning in the development, execution, and ongoing management of the health system's long-range financial plans, debt capacity models, capital planning, and strategic financial initiatives. This role serves as a senior technical and analytical leader, translating strategic priorities into detailed financial models, projections, analyses, and decision-support materials for executive leadership and governing bodies. Entity Medical University Hospital Authority (MUHA) Worker Type Employee Worker Sub-Type Regular Cost Center CC001097 SYS - Corp Health System Finance Pay Rate Type Salary Pay Grade Health-34 Scheduled Weekly Hours 40 Work Shift Job Description The Director of Strategic Financial Planning supports the Executive Director, Strategic Financial Planning in the development, execution, and ongoing management of the health system's long-range financial plans, debt capacity models, capital planning, and strategic financial initiatives. This role serves as a senior technical and analytical leader, translating strategic priorities into detailed financial models, projections, analyses, and decision-support materials for executive leadership and governing bodies. The Director partners closely with system finance, treasury, tax, strategy, facilities, and market leadership to ensure financial plans are analytically sound, aligned with organizational strategy, and responsive to changing market and operational conditions Additional Job Description Bachelor's degree from an accredited college/university with four to six years' work experience in accounting or finance, preferably in a healthcare setting. Master's degree (MHA, MBA) preferred. Advanced financial modeling and analytical skills, with the ability to synthesize large volumes of data into actionable insights. Strong understanding of healthcare financial metrics, capital planning, debt structures, and liquidity management. Highly proficient in Microsoft Excel, PowerPoint, and Word; experience with financial planning systems (e.g., Axiom) strongly preferred. Exceptional written and verbal communication skills, with the ability to present effectively to senior leadership and boards. Demonstrated ability to manage multiple priorities, meet critical deadlines, and work independently with minimal supervision. Knowledge of budgeting, operations, strategic planning, and satisfaction performance reporting systems and methodologies required. Proven ability to research, gather, synthesize, and organize information to produce concise reports using various resources. Understanding of external regulatory requirements and effective compliance assurance methods preferred. Experience with contract negotiation, audit, and compliance is desired. Must be proficient in the use of spreadsheets and have excellent oral and written communication skills to communicate complicated policies and procedures and financial information to a wide variety of audiences. Experience managing employees is desired. Position must use discretion in managing a wide range of confidential information NOTE: The following descriptions are applicable to this section: 1) Continuous - 6-8 hours per shift; 2) Frequent - 2-6 hours per shift; 3) Infrequent - 0-2 hours per shift Ability to perform job functions while standing. (Frequent) Ability to perform job functions while sitting. (Frequent) Ability to perform job functions while walking. (Frequent) Ability to climb stairs. (Infrequent) Ability to work indoors. (Continuous) Ability to work in confined/cramped spaces. (Infrequent) Ability to perform job functions from kneeling positions. (Infrequent) Ability to bend at the waist. (Infrequent) Ability to squat and perform job functions. (Infrequent) Ability to perform 'pinching' operations. (Infrequent) Ability to fully use both hands/arms. (Continuous) Ability to perform repetitive motions with hands/wrists/elbows and shoulders. (Continuous) Ability to reach in all directions. (Frequent) Possess good finger dexterity. (Continuous) Ability to lift and carry 15 lbs. unassisted. (Infrequent) Ability to lift/lower objects 15 lbs. from/to floor from/to 36 inches unassisted. (Infrequent) Ability to lift from 36 inches to overhead 15 lbs. (Infrequent) Ability to maintain 20/40 vision, corrected, in one eye or with both eyes. (Continuous) Ability to see and recognize objects close at hand. (Continuous) Ability to match or discriminate between colors. (Continuous) Ability to determine distance/relationship between objects; depth perception. (Continuous) Good peripheral vision capabilities. (Continuous) Ability to maintain hearing acuity, with correction. (Continuous) Ability to perform gross motor functions with frequent fine motor movements. (Continuous) Ability to work in a latex safe environment. (Continuous) Ability to deal effectively with stressful situations. (Frequent) Job Responsibility: Strategic Financial Planning & Forecasting: 30% Success Criteria: Lead the development and maintenance of multi-year financial projections in support of system-wide income statement, balance sheet, and statement of cash flow models. Manages market-level strategic plans. Support the Executive Director in managing the annual 7-year strategic financial planning cycle, including timelines, assumptions, modeling standards, validation efforts, and deliverables. Coordinate with market finance leaders to gather inputs related to volumes, growth assumptions, service line changes, and programmatic investments. Job Responsibility: Capital Projects Financial Analysis and Debt Issuance: 25% Success Criteria: Oversees the financial feasibility and return on investment of proposed capital projects, including new facilities, major expansions, and strategic initiatives, including business plan development and vetting Play a lead analytical role in new debt issuances and financings Job Responsibility: Strategic Initiatives, Transactions & Project Leadership: 15% Success Criteria: Serve as a financial lead or co-lead on major strategic initiatives, including mergers, acquisitions, affiliations, restructurings, and cost reduction programs. Coordinate financial diligence efforts with internal stakeholders and external consultants. Manage multiple workstreams and deadlines across complex initiatives, ensuring accurate, timely, and consistent financial outputs. Job Responsibility: Reporting & Executive Communication: 15% Success Criteria: Prepare high-quality financial analyses, dashboards, and presentation materials for use with the Executive Director, System CFO, executive leadership, legislators, and governing boards. Translate complex financial findings into clear narratives that support strategic decision-making by non-financial audiences. Ensure consistency and alignment of financial messaging across planning, capital, and debt-related materials. Job Responsibility: Team Leadership & Operational Excellence: 15% Success Criteria: Provide day-to-day technical leadership and mentoring to financial analysts and managers supporting strategic financial planning activities. Establish modeling standards, documentation practices, and quality controls to ensure accuracy and sustainability of financial tools and outputs. Identify opportunities to improve planning processes, forecasting accuracy, and automation within financial planning systems (e.g., Axiom or similar platforms). Support cross-functional collaboration and knowledge-sharing across finance, strategy, and operations teams. If you like working with energetic enthusiastic individuals, you will enjoy your career with us! The Medical University of South Carolina is an Equal Opportunity Employer. MUSC does not discriminate on the basis of race, color, religion or belief, age, sex, national origin, gender identity, sexual orientation, disability, protected veteran status, family or parental status, or any other status protected by state laws and/or federal regulations. All qualified applicants are encouraged to apply and will receive consideration for employment based upon applicable qualifications, merit and business need. Medical University of South Carolina participates in the federal E-Verify program to confirm the identity and employment authorization of all newly hired employees. For further information about the E-Verify program, please click here:
Business Director II - Strategic Finance
MUSC Charleston Afb, South Carolina
Job Description Summary The Director of Strategic Financial Planning supports the Executive Director, Strategic Financial Planning in the development, execution, and ongoing management of the health system's long-range financial plans, debt capacity models, capital planning, and strategic financial initiatives. This role serves as a senior technical and analytical leader, translating strategic priorities into detailed financial models, projections, analyses, and decision-support materials for executive leadership and governing bodies. Entity Medical University Hospital Authority (MUHA) Worker Type Employee Worker Sub-Type Regular Cost Center CC001097 SYS - Corp Health System Finance Pay Rate Type Salary Pay Grade Health-34 Scheduled Weekly Hours 40 Work Shift Job Description The Director of Strategic Financial Planning supports the Executive Director, Strategic Financial Planning in the development, execution, and ongoing management of the health system's long-range financial plans, debt capacity models, capital planning, and strategic financial initiatives. This role serves as a senior technical and analytical leader, translating strategic priorities into detailed financial models, projections, analyses, and decision-support materials for executive leadership and governing bodies. The Director partners closely with system finance, treasury, tax, strategy, facilities, and market leadership to ensure financial plans are analytically sound, aligned with organizational strategy, and responsive to changing market and operational conditions Additional Job Description Bachelor's degree from an accredited college/university with four to six years' work experience in accounting or finance, preferably in a healthcare setting. Master's degree (MHA, MBA) preferred. Advanced financial modeling and analytical skills, with the ability to synthesize large volumes of data into actionable insights. Strong understanding of healthcare financial metrics, capital planning, debt structures, and liquidity management. Highly proficient in Microsoft Excel, PowerPoint, and Word; experience with financial planning systems (e.g., Axiom) strongly preferred. Exceptional written and verbal communication skills, with the ability to present effectively to senior leadership and boards. Demonstrated ability to manage multiple priorities, meet critical deadlines, and work independently with minimal supervision. Knowledge of budgeting, operations, strategic planning, and satisfaction performance reporting systems and methodologies required. Proven ability to research, gather, synthesize, and organize information to produce concise reports using various resources. Understanding of external regulatory requirements and effective compliance assurance methods preferred. Experience with contract negotiation, audit, and compliance is desired. Must be proficient in the use of spreadsheets and have excellent oral and written communication skills to communicate complicated policies and procedures and financial information to a wide variety of audiences. Experience managing employees is desired. Position must use discretion in managing a wide range of confidential information NOTE: The following descriptions are applicable to this section: 1) Continuous - 6-8 hours per shift; 2) Frequent - 2-6 hours per shift; 3) Infrequent - 0-2 hours per shift Ability to perform job functions while standing. (Frequent) Ability to perform job functions while sitting. (Frequent) Ability to perform job functions while walking. (Frequent) Ability to climb stairs. (Infrequent) Ability to work indoors. (Continuous) Ability to work in confined/cramped spaces. (Infrequent) Ability to perform job functions from kneeling positions. (Infrequent) Ability to bend at the waist. (Infrequent) Ability to squat and perform job functions. (Infrequent) Ability to perform 'pinching' operations. (Infrequent) Ability to fully use both hands/arms. (Continuous) Ability to perform repetitive motions with hands/wrists/elbows and shoulders. (Continuous) Ability to reach in all directions. (Frequent) Possess good finger dexterity. (Continuous) Ability to lift and carry 15 lbs. unassisted. (Infrequent) Ability to lift/lower objects 15 lbs. from/to floor from/to 36 inches unassisted. (Infrequent) Ability to lift from 36 inches to overhead 15 lbs. (Infrequent) Ability to maintain 20/40 vision, corrected, in one eye or with both eyes. (Continuous) Ability to see and recognize objects close at hand. (Continuous) Ability to match or discriminate between colors. (Continuous) Ability to determine distance/relationship between objects; depth perception. (Continuous) Good peripheral vision capabilities. (Continuous) Ability to maintain hearing acuity, with correction. (Continuous) Ability to perform gross motor functions with frequent fine motor movements. (Continuous) Ability to work in a latex safe environment. (Continuous) Ability to deal effectively with stressful situations. (Frequent) Job Responsibility: Strategic Financial Planning & Forecasting: 30% Success Criteria: Lead the development and maintenance of multi-year financial projections in support of system-wide income statement, balance sheet, and statement of cash flow models. Manages market-level strategic plans. Support the Executive Director in managing the annual 7-year strategic financial planning cycle, including timelines, assumptions, modeling standards, validation efforts, and deliverables. Coordinate with market finance leaders to gather inputs related to volumes, growth assumptions, service line changes, and programmatic investments. Job Responsibility: Capital Projects Financial Analysis and Debt Issuance: 25% Success Criteria: Oversees the financial feasibility and return on investment of proposed capital projects, including new facilities, major expansions, and strategic initiatives, including business plan development and vetting Play a lead analytical role in new debt issuances and financings Job Responsibility: Strategic Initiatives, Transactions & Project Leadership: 15% Success Criteria: Serve as a financial lead or co-lead on major strategic initiatives, including mergers, acquisitions, affiliations, restructurings, and cost reduction programs. Coordinate financial diligence efforts with internal stakeholders and external consultants. Manage multiple workstreams and deadlines across complex initiatives, ensuring accurate, timely, and consistent financial outputs. Job Responsibility: Reporting & Executive Communication: 15% Success Criteria: Prepare high-quality financial analyses, dashboards, and presentation materials for use with the Executive Director, System CFO, executive leadership, legislators, and governing boards. Translate complex financial findings into clear narratives that support strategic decision-making by non-financial audiences. Ensure consistency and alignment of financial messaging across planning, capital, and debt-related materials. Job Responsibility: Team Leadership & Operational Excellence: 15% Success Criteria: Provide day-to-day technical leadership and mentoring to financial analysts and managers supporting strategic financial planning activities. Establish modeling standards, documentation practices, and quality controls to ensure accuracy and sustainability of financial tools and outputs. Identify opportunities to improve planning processes, forecasting accuracy, and automation within financial planning systems (e.g., Axiom or similar platforms). Support cross-functional collaboration and knowledge-sharing across finance, strategy, and operations teams. If you like working with energetic enthusiastic individuals, you will enjoy your career with us! The Medical University of South Carolina is an Equal Opportunity Employer. MUSC does not discriminate on the basis of race, color, religion or belief, age, sex, national origin, gender identity, sexual orientation, disability, protected veteran status, family or parental status, or any other status protected by state laws and/or federal regulations. All qualified applicants are encouraged to apply and will receive consideration for employment based upon applicable qualifications, merit and business need. Medical University of South Carolina participates in the federal E-Verify program to confirm the identity and employment authorization of all newly hired employees. For further information about the E-Verify program, please click here:
04/01/2026
Full time
Job Description Summary The Director of Strategic Financial Planning supports the Executive Director, Strategic Financial Planning in the development, execution, and ongoing management of the health system's long-range financial plans, debt capacity models, capital planning, and strategic financial initiatives. This role serves as a senior technical and analytical leader, translating strategic priorities into detailed financial models, projections, analyses, and decision-support materials for executive leadership and governing bodies. Entity Medical University Hospital Authority (MUHA) Worker Type Employee Worker Sub-Type Regular Cost Center CC001097 SYS - Corp Health System Finance Pay Rate Type Salary Pay Grade Health-34 Scheduled Weekly Hours 40 Work Shift Job Description The Director of Strategic Financial Planning supports the Executive Director, Strategic Financial Planning in the development, execution, and ongoing management of the health system's long-range financial plans, debt capacity models, capital planning, and strategic financial initiatives. This role serves as a senior technical and analytical leader, translating strategic priorities into detailed financial models, projections, analyses, and decision-support materials for executive leadership and governing bodies. The Director partners closely with system finance, treasury, tax, strategy, facilities, and market leadership to ensure financial plans are analytically sound, aligned with organizational strategy, and responsive to changing market and operational conditions Additional Job Description Bachelor's degree from an accredited college/university with four to six years' work experience in accounting or finance, preferably in a healthcare setting. Master's degree (MHA, MBA) preferred. Advanced financial modeling and analytical skills, with the ability to synthesize large volumes of data into actionable insights. Strong understanding of healthcare financial metrics, capital planning, debt structures, and liquidity management. Highly proficient in Microsoft Excel, PowerPoint, and Word; experience with financial planning systems (e.g., Axiom) strongly preferred. Exceptional written and verbal communication skills, with the ability to present effectively to senior leadership and boards. Demonstrated ability to manage multiple priorities, meet critical deadlines, and work independently with minimal supervision. Knowledge of budgeting, operations, strategic planning, and satisfaction performance reporting systems and methodologies required. Proven ability to research, gather, synthesize, and organize information to produce concise reports using various resources. Understanding of external regulatory requirements and effective compliance assurance methods preferred. Experience with contract negotiation, audit, and compliance is desired. Must be proficient in the use of spreadsheets and have excellent oral and written communication skills to communicate complicated policies and procedures and financial information to a wide variety of audiences. Experience managing employees is desired. Position must use discretion in managing a wide range of confidential information NOTE: The following descriptions are applicable to this section: 1) Continuous - 6-8 hours per shift; 2) Frequent - 2-6 hours per shift; 3) Infrequent - 0-2 hours per shift Ability to perform job functions while standing. (Frequent) Ability to perform job functions while sitting. (Frequent) Ability to perform job functions while walking. (Frequent) Ability to climb stairs. (Infrequent) Ability to work indoors. (Continuous) Ability to work in confined/cramped spaces. (Infrequent) Ability to perform job functions from kneeling positions. (Infrequent) Ability to bend at the waist. (Infrequent) Ability to squat and perform job functions. (Infrequent) Ability to perform 'pinching' operations. (Infrequent) Ability to fully use both hands/arms. (Continuous) Ability to perform repetitive motions with hands/wrists/elbows and shoulders. (Continuous) Ability to reach in all directions. (Frequent) Possess good finger dexterity. (Continuous) Ability to lift and carry 15 lbs. unassisted. (Infrequent) Ability to lift/lower objects 15 lbs. from/to floor from/to 36 inches unassisted. (Infrequent) Ability to lift from 36 inches to overhead 15 lbs. (Infrequent) Ability to maintain 20/40 vision, corrected, in one eye or with both eyes. (Continuous) Ability to see and recognize objects close at hand. (Continuous) Ability to match or discriminate between colors. (Continuous) Ability to determine distance/relationship between objects; depth perception. (Continuous) Good peripheral vision capabilities. (Continuous) Ability to maintain hearing acuity, with correction. (Continuous) Ability to perform gross motor functions with frequent fine motor movements. (Continuous) Ability to work in a latex safe environment. (Continuous) Ability to deal effectively with stressful situations. (Frequent) Job Responsibility: Strategic Financial Planning & Forecasting: 30% Success Criteria: Lead the development and maintenance of multi-year financial projections in support of system-wide income statement, balance sheet, and statement of cash flow models. Manages market-level strategic plans. Support the Executive Director in managing the annual 7-year strategic financial planning cycle, including timelines, assumptions, modeling standards, validation efforts, and deliverables. Coordinate with market finance leaders to gather inputs related to volumes, growth assumptions, service line changes, and programmatic investments. Job Responsibility: Capital Projects Financial Analysis and Debt Issuance: 25% Success Criteria: Oversees the financial feasibility and return on investment of proposed capital projects, including new facilities, major expansions, and strategic initiatives, including business plan development and vetting Play a lead analytical role in new debt issuances and financings Job Responsibility: Strategic Initiatives, Transactions & Project Leadership: 15% Success Criteria: Serve as a financial lead or co-lead on major strategic initiatives, including mergers, acquisitions, affiliations, restructurings, and cost reduction programs. Coordinate financial diligence efforts with internal stakeholders and external consultants. Manage multiple workstreams and deadlines across complex initiatives, ensuring accurate, timely, and consistent financial outputs. Job Responsibility: Reporting & Executive Communication: 15% Success Criteria: Prepare high-quality financial analyses, dashboards, and presentation materials for use with the Executive Director, System CFO, executive leadership, legislators, and governing boards. Translate complex financial findings into clear narratives that support strategic decision-making by non-financial audiences. Ensure consistency and alignment of financial messaging across planning, capital, and debt-related materials. Job Responsibility: Team Leadership & Operational Excellence: 15% Success Criteria: Provide day-to-day technical leadership and mentoring to financial analysts and managers supporting strategic financial planning activities. Establish modeling standards, documentation practices, and quality controls to ensure accuracy and sustainability of financial tools and outputs. Identify opportunities to improve planning processes, forecasting accuracy, and automation within financial planning systems (e.g., Axiom or similar platforms). Support cross-functional collaboration and knowledge-sharing across finance, strategy, and operations teams. If you like working with energetic enthusiastic individuals, you will enjoy your career with us! The Medical University of South Carolina is an Equal Opportunity Employer. MUSC does not discriminate on the basis of race, color, religion or belief, age, sex, national origin, gender identity, sexual orientation, disability, protected veteran status, family or parental status, or any other status protected by state laws and/or federal regulations. All qualified applicants are encouraged to apply and will receive consideration for employment based upon applicable qualifications, merit and business need. Medical University of South Carolina participates in the federal E-Verify program to confirm the identity and employment authorization of all newly hired employees. For further information about the E-Verify program, please click here:
Business Director II - Strategic Finance
MUSC Charleston, South Carolina
Job Description Summary The Director of Strategic Financial Planning supports the Executive Director, Strategic Financial Planning in the development, execution, and ongoing management of the health system's long-range financial plans, debt capacity models, capital planning, and strategic financial initiatives. This role serves as a senior technical and analytical leader, translating strategic priorities into detailed financial models, projections, analyses, and decision-support materials for executive leadership and governing bodies. Entity Medical University Hospital Authority (MUHA) Worker Type Employee Worker Sub-Type Regular Cost Center CC001097 SYS - Corp Health System Finance Pay Rate Type Salary Pay Grade Health-34 Scheduled Weekly Hours 40 Work Shift Job Description The Director of Strategic Financial Planning supports the Executive Director, Strategic Financial Planning in the development, execution, and ongoing management of the health system's long-range financial plans, debt capacity models, capital planning, and strategic financial initiatives. This role serves as a senior technical and analytical leader, translating strategic priorities into detailed financial models, projections, analyses, and decision-support materials for executive leadership and governing bodies. The Director partners closely with system finance, treasury, tax, strategy, facilities, and market leadership to ensure financial plans are analytically sound, aligned with organizational strategy, and responsive to changing market and operational conditions Additional Job Description Bachelor's degree from an accredited college/university with four to six years' work experience in accounting or finance, preferably in a healthcare setting. Master's degree (MHA, MBA) preferred. Advanced financial modeling and analytical skills, with the ability to synthesize large volumes of data into actionable insights. Strong understanding of healthcare financial metrics, capital planning, debt structures, and liquidity management. Highly proficient in Microsoft Excel, PowerPoint, and Word; experience with financial planning systems (e.g., Axiom) strongly preferred. Exceptional written and verbal communication skills, with the ability to present effectively to senior leadership and boards. Demonstrated ability to manage multiple priorities, meet critical deadlines, and work independently with minimal supervision. Knowledge of budgeting, operations, strategic planning, and satisfaction performance reporting systems and methodologies required. Proven ability to research, gather, synthesize, and organize information to produce concise reports using various resources. Understanding of external regulatory requirements and effective compliance assurance methods preferred. Experience with contract negotiation, audit, and compliance is desired. Must be proficient in the use of spreadsheets and have excellent oral and written communication skills to communicate complicated policies and procedures and financial information to a wide variety of audiences. Experience managing employees is desired. Position must use discretion in managing a wide range of confidential information NOTE: The following descriptions are applicable to this section: 1) Continuous - 6-8 hours per shift; 2) Frequent - 2-6 hours per shift; 3) Infrequent - 0-2 hours per shift Ability to perform job functions while standing. (Frequent) Ability to perform job functions while sitting. (Frequent) Ability to perform job functions while walking. (Frequent) Ability to climb stairs. (Infrequent) Ability to work indoors. (Continuous) Ability to work in confined/cramped spaces. (Infrequent) Ability to perform job functions from kneeling positions. (Infrequent) Ability to bend at the waist. (Infrequent) Ability to squat and perform job functions. (Infrequent) Ability to perform 'pinching' operations. (Infrequent) Ability to fully use both hands/arms. (Continuous) Ability to perform repetitive motions with hands/wrists/elbows and shoulders. (Continuous) Ability to reach in all directions. (Frequent) Possess good finger dexterity. (Continuous) Ability to lift and carry 15 lbs. unassisted. (Infrequent) Ability to lift/lower objects 15 lbs. from/to floor from/to 36 inches unassisted. (Infrequent) Ability to lift from 36 inches to overhead 15 lbs. (Infrequent) Ability to maintain 20/40 vision, corrected, in one eye or with both eyes. (Continuous) Ability to see and recognize objects close at hand. (Continuous) Ability to match or discriminate between colors. (Continuous) Ability to determine distance/relationship between objects; depth perception. (Continuous) Good peripheral vision capabilities. (Continuous) Ability to maintain hearing acuity, with correction. (Continuous) Ability to perform gross motor functions with frequent fine motor movements. (Continuous) Ability to work in a latex safe environment. (Continuous) Ability to deal effectively with stressful situations. (Frequent) Job Responsibility: Strategic Financial Planning & Forecasting: 30% Success Criteria: Lead the development and maintenance of multi-year financial projections in support of system-wide income statement, balance sheet, and statement of cash flow models. Manages market-level strategic plans. Support the Executive Director in managing the annual 7-year strategic financial planning cycle, including timelines, assumptions, modeling standards, validation efforts, and deliverables. Coordinate with market finance leaders to gather inputs related to volumes, growth assumptions, service line changes, and programmatic investments. Job Responsibility: Capital Projects Financial Analysis and Debt Issuance: 25% Success Criteria: Oversees the financial feasibility and return on investment of proposed capital projects, including new facilities, major expansions, and strategic initiatives, including business plan development and vetting Play a lead analytical role in new debt issuances and financings Job Responsibility: Strategic Initiatives, Transactions & Project Leadership: 15% Success Criteria: Serve as a financial lead or co-lead on major strategic initiatives, including mergers, acquisitions, affiliations, restructurings, and cost reduction programs. Coordinate financial diligence efforts with internal stakeholders and external consultants. Manage multiple workstreams and deadlines across complex initiatives, ensuring accurate, timely, and consistent financial outputs. Job Responsibility: Reporting & Executive Communication: 15% Success Criteria: Prepare high-quality financial analyses, dashboards, and presentation materials for use with the Executive Director, System CFO, executive leadership, legislators, and governing boards. Translate complex financial findings into clear narratives that support strategic decision-making by non-financial audiences. Ensure consistency and alignment of financial messaging across planning, capital, and debt-related materials. Job Responsibility: Team Leadership & Operational Excellence: 15% Success Criteria: Provide day-to-day technical leadership and mentoring to financial analysts and managers supporting strategic financial planning activities. Establish modeling standards, documentation practices, and quality controls to ensure accuracy and sustainability of financial tools and outputs. Identify opportunities to improve planning processes, forecasting accuracy, and automation within financial planning systems (e.g., Axiom or similar platforms). Support cross-functional collaboration and knowledge-sharing across finance, strategy, and operations teams. If you like working with energetic enthusiastic individuals, you will enjoy your career with us! The Medical University of South Carolina is an Equal Opportunity Employer. MUSC does not discriminate on the basis of race, color, religion or belief, age, sex, national origin, gender identity, sexual orientation, disability, protected veteran status, family or parental status, or any other status protected by state laws and/or federal regulations. All qualified applicants are encouraged to apply and will receive consideration for employment based upon applicable qualifications, merit and business need. Medical University of South Carolina participates in the federal E-Verify program to confirm the identity and employment authorization of all newly hired employees. For further information about the E-Verify program, please click here:
04/01/2026
Full time
Job Description Summary The Director of Strategic Financial Planning supports the Executive Director, Strategic Financial Planning in the development, execution, and ongoing management of the health system's long-range financial plans, debt capacity models, capital planning, and strategic financial initiatives. This role serves as a senior technical and analytical leader, translating strategic priorities into detailed financial models, projections, analyses, and decision-support materials for executive leadership and governing bodies. Entity Medical University Hospital Authority (MUHA) Worker Type Employee Worker Sub-Type Regular Cost Center CC001097 SYS - Corp Health System Finance Pay Rate Type Salary Pay Grade Health-34 Scheduled Weekly Hours 40 Work Shift Job Description The Director of Strategic Financial Planning supports the Executive Director, Strategic Financial Planning in the development, execution, and ongoing management of the health system's long-range financial plans, debt capacity models, capital planning, and strategic financial initiatives. This role serves as a senior technical and analytical leader, translating strategic priorities into detailed financial models, projections, analyses, and decision-support materials for executive leadership and governing bodies. The Director partners closely with system finance, treasury, tax, strategy, facilities, and market leadership to ensure financial plans are analytically sound, aligned with organizational strategy, and responsive to changing market and operational conditions Additional Job Description Bachelor's degree from an accredited college/university with four to six years' work experience in accounting or finance, preferably in a healthcare setting. Master's degree (MHA, MBA) preferred. Advanced financial modeling and analytical skills, with the ability to synthesize large volumes of data into actionable insights. Strong understanding of healthcare financial metrics, capital planning, debt structures, and liquidity management. Highly proficient in Microsoft Excel, PowerPoint, and Word; experience with financial planning systems (e.g., Axiom) strongly preferred. Exceptional written and verbal communication skills, with the ability to present effectively to senior leadership and boards. Demonstrated ability to manage multiple priorities, meet critical deadlines, and work independently with minimal supervision. Knowledge of budgeting, operations, strategic planning, and satisfaction performance reporting systems and methodologies required. Proven ability to research, gather, synthesize, and organize information to produce concise reports using various resources. Understanding of external regulatory requirements and effective compliance assurance methods preferred. Experience with contract negotiation, audit, and compliance is desired. Must be proficient in the use of spreadsheets and have excellent oral and written communication skills to communicate complicated policies and procedures and financial information to a wide variety of audiences. Experience managing employees is desired. Position must use discretion in managing a wide range of confidential information NOTE: The following descriptions are applicable to this section: 1) Continuous - 6-8 hours per shift; 2) Frequent - 2-6 hours per shift; 3) Infrequent - 0-2 hours per shift Ability to perform job functions while standing. (Frequent) Ability to perform job functions while sitting. (Frequent) Ability to perform job functions while walking. (Frequent) Ability to climb stairs. (Infrequent) Ability to work indoors. (Continuous) Ability to work in confined/cramped spaces. (Infrequent) Ability to perform job functions from kneeling positions. (Infrequent) Ability to bend at the waist. (Infrequent) Ability to squat and perform job functions. (Infrequent) Ability to perform 'pinching' operations. (Infrequent) Ability to fully use both hands/arms. (Continuous) Ability to perform repetitive motions with hands/wrists/elbows and shoulders. (Continuous) Ability to reach in all directions. (Frequent) Possess good finger dexterity. (Continuous) Ability to lift and carry 15 lbs. unassisted. (Infrequent) Ability to lift/lower objects 15 lbs. from/to floor from/to 36 inches unassisted. (Infrequent) Ability to lift from 36 inches to overhead 15 lbs. (Infrequent) Ability to maintain 20/40 vision, corrected, in one eye or with both eyes. (Continuous) Ability to see and recognize objects close at hand. (Continuous) Ability to match or discriminate between colors. (Continuous) Ability to determine distance/relationship between objects; depth perception. (Continuous) Good peripheral vision capabilities. (Continuous) Ability to maintain hearing acuity, with correction. (Continuous) Ability to perform gross motor functions with frequent fine motor movements. (Continuous) Ability to work in a latex safe environment. (Continuous) Ability to deal effectively with stressful situations. (Frequent) Job Responsibility: Strategic Financial Planning & Forecasting: 30% Success Criteria: Lead the development and maintenance of multi-year financial projections in support of system-wide income statement, balance sheet, and statement of cash flow models. Manages market-level strategic plans. Support the Executive Director in managing the annual 7-year strategic financial planning cycle, including timelines, assumptions, modeling standards, validation efforts, and deliverables. Coordinate with market finance leaders to gather inputs related to volumes, growth assumptions, service line changes, and programmatic investments. Job Responsibility: Capital Projects Financial Analysis and Debt Issuance: 25% Success Criteria: Oversees the financial feasibility and return on investment of proposed capital projects, including new facilities, major expansions, and strategic initiatives, including business plan development and vetting Play a lead analytical role in new debt issuances and financings Job Responsibility: Strategic Initiatives, Transactions & Project Leadership: 15% Success Criteria: Serve as a financial lead or co-lead on major strategic initiatives, including mergers, acquisitions, affiliations, restructurings, and cost reduction programs. Coordinate financial diligence efforts with internal stakeholders and external consultants. Manage multiple workstreams and deadlines across complex initiatives, ensuring accurate, timely, and consistent financial outputs. Job Responsibility: Reporting & Executive Communication: 15% Success Criteria: Prepare high-quality financial analyses, dashboards, and presentation materials for use with the Executive Director, System CFO, executive leadership, legislators, and governing boards. Translate complex financial findings into clear narratives that support strategic decision-making by non-financial audiences. Ensure consistency and alignment of financial messaging across planning, capital, and debt-related materials. Job Responsibility: Team Leadership & Operational Excellence: 15% Success Criteria: Provide day-to-day technical leadership and mentoring to financial analysts and managers supporting strategic financial planning activities. Establish modeling standards, documentation practices, and quality controls to ensure accuracy and sustainability of financial tools and outputs. Identify opportunities to improve planning processes, forecasting accuracy, and automation within financial planning systems (e.g., Axiom or similar platforms). Support cross-functional collaboration and knowledge-sharing across finance, strategy, and operations teams. If you like working with energetic enthusiastic individuals, you will enjoy your career with us! The Medical University of South Carolina is an Equal Opportunity Employer. MUSC does not discriminate on the basis of race, color, religion or belief, age, sex, national origin, gender identity, sexual orientation, disability, protected veteran status, family or parental status, or any other status protected by state laws and/or federal regulations. All qualified applicants are encouraged to apply and will receive consideration for employment based upon applicable qualifications, merit and business need. Medical University of South Carolina participates in the federal E-Verify program to confirm the identity and employment authorization of all newly hired employees. For further information about the E-Verify program, please click here:
Senior Financial Program Analyst
Incline P&C Group Austin, Texas
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. Senior Financial Program Analyst Incline Insurance Group is seeking a detail-oriented and analytically minded professional to support the financial setup, system configuration, and lifecycle management of Incline's property and casualty insurance programs. This role plays a critical part in ensuring insurance programs are structured accurately from a financial and operational perspective, bridging underwriting, finance, accounting, and systems. 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. What You'll Do As a Senior Financial Program Analyst, you will be a key contributor on the Financial Program Management (FINPRO) team within the Finance Department. You will partner closely with various teams throughout the organizations such as Data, Underwriting, Insurance Operations Accounting, Financial Business Systems and Treasury to support the accurate financial setup and ongoing management of insurance programs. Cross-Functional Collaboration: Serve as a liaison between Data, Underwriting, Insurance Operations Accounting, Financial Business Systems and Treasury teams to support timely and accurate program setup in Duck Creek Reinsurance System and Workday Accounting Center. Partner with the Insurance Operations Accounting and Treasury teams to ensure downstream financial processes are enabled correctly. Participate in program discussions to identify potential financial or system impacts early in the process. Program Financial Setup & Lifecycle Support: Support the financial onboarding of new insurance programs and renewals, ensuring appropriate financial structures are established. Financial Systems & Configuration: Assist with the configuration, maintenance, and testing of program-related terms within financial systems (Duck Creek Reinsurance System and Workday Accounting Center). Help in creating additional calculation models and calculation basis in Duck Creek whenever needed. Support the validation of system setups to ensure accounting entries and financial flows operate as intended. Document program financial structures, assumptions, and system logic to promote consistency and transparency. Reinsurance, Credit Risk & Collateral Support: Assist with credit risk assessments related to reinsurers and Managing General Agents (MGAs) during program onboarding and renewals. Support analysis of collateral requirements, including trust account funding and minimum collateral thresholds. Coordinate with internal stakeholders to help ensure appropriate collateralization is maintained. Ongoing Program Monitoring & Improvement: Support ongoing program reviews from a finance and systems perspective. Help identify, document, and escalate setup or structural issues that may impact financial reporting or controls. Assist with continuous improvement initiatives related to program financial processes, systems, and documentation. What We're Looking For We're seeking a motivated finance professional who thrives in a collaborative, fast-paced entrepreneurial insurance environment and enjoys working at the intersection of finance, underwriting, and systems. Experience: 5+ years of experience in reinsurance accounting, underwriting support, and/or financial systems. Education: Bachelor's degree in Finance, Accounting, Economics, Risk Management, or a related field. Technical & Functional Skills: Foundational understanding of accounting principles and financial transactions. Exposure to insurance or reinsurance program structures preferred. Experience or familiarity with financial or insurance systems (e.g., Workday, Workday Accounting Center, Duck Creek Reinsurance, or similar platforms) is a plus. Strong analytical skills with high attention to detail and process accuracy. Collaboration & Communication: Ability to work cross-functionally with both technical and non-technical stakeholders. Clear communicator who can translate program structures into financial and system requirements. Mindset: Curious, detail-oriented, and solutions-focused. Strong sense of ownership and accountability. Willingness to learn and grow within a developing function. Location This role is based in Austin, TX and operates within a hybrid work model. Why Incline Insurance Group? At Incline, you'll have the opportunity to join a growing organization and be part of a newly established team that plays a critical role in how insurance programs are built and supported. The FINPRO team provides exposure to underwriting, reinsurance, finance, and systems, offering a strong foundation for long-term career growth within insurance and financial program management. PI716bfd6b3f02-2332
04/01/2026
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. Senior Financial Program Analyst Incline Insurance Group is seeking a detail-oriented and analytically minded professional to support the financial setup, system configuration, and lifecycle management of Incline's property and casualty insurance programs. This role plays a critical part in ensuring insurance programs are structured accurately from a financial and operational perspective, bridging underwriting, finance, accounting, and systems. 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. What You'll Do As a Senior Financial Program Analyst, you will be a key contributor on the Financial Program Management (FINPRO) team within the Finance Department. You will partner closely with various teams throughout the organizations such as Data, Underwriting, Insurance Operations Accounting, Financial Business Systems and Treasury to support the accurate financial setup and ongoing management of insurance programs. Cross-Functional Collaboration: Serve as a liaison between Data, Underwriting, Insurance Operations Accounting, Financial Business Systems and Treasury teams to support timely and accurate program setup in Duck Creek Reinsurance System and Workday Accounting Center. Partner with the Insurance Operations Accounting and Treasury teams to ensure downstream financial processes are enabled correctly. Participate in program discussions to identify potential financial or system impacts early in the process. Program Financial Setup & Lifecycle Support: Support the financial onboarding of new insurance programs and renewals, ensuring appropriate financial structures are established. Financial Systems & Configuration: Assist with the configuration, maintenance, and testing of program-related terms within financial systems (Duck Creek Reinsurance System and Workday Accounting Center). Help in creating additional calculation models and calculation basis in Duck Creek whenever needed. Support the validation of system setups to ensure accounting entries and financial flows operate as intended. Document program financial structures, assumptions, and system logic to promote consistency and transparency. Reinsurance, Credit Risk & Collateral Support: Assist with credit risk assessments related to reinsurers and Managing General Agents (MGAs) during program onboarding and renewals. Support analysis of collateral requirements, including trust account funding and minimum collateral thresholds. Coordinate with internal stakeholders to help ensure appropriate collateralization is maintained. Ongoing Program Monitoring & Improvement: Support ongoing program reviews from a finance and systems perspective. Help identify, document, and escalate setup or structural issues that may impact financial reporting or controls. Assist with continuous improvement initiatives related to program financial processes, systems, and documentation. What We're Looking For We're seeking a motivated finance professional who thrives in a collaborative, fast-paced entrepreneurial insurance environment and enjoys working at the intersection of finance, underwriting, and systems. Experience: 5+ years of experience in reinsurance accounting, underwriting support, and/or financial systems. Education: Bachelor's degree in Finance, Accounting, Economics, Risk Management, or a related field. Technical & Functional Skills: Foundational understanding of accounting principles and financial transactions. Exposure to insurance or reinsurance program structures preferred. Experience or familiarity with financial or insurance systems (e.g., Workday, Workday Accounting Center, Duck Creek Reinsurance, or similar platforms) is a plus. Strong analytical skills with high attention to detail and process accuracy. Collaboration & Communication: Ability to work cross-functionally with both technical and non-technical stakeholders. Clear communicator who can translate program structures into financial and system requirements. Mindset: Curious, detail-oriented, and solutions-focused. Strong sense of ownership and accountability. Willingness to learn and grow within a developing function. Location This role is based in Austin, TX and operates within a hybrid work model. Why Incline Insurance Group? At Incline, you'll have the opportunity to join a growing organization and be part of a newly established team that plays a critical role in how insurance programs are built and supported. The FINPRO team provides exposure to underwriting, reinsurance, finance, and systems, offering a strong foundation for long-term career growth within insurance and financial program management. PI716bfd6b3f02-2332
Senior Pricing Analyst
McKesson Columbus, Ohio
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. The CoverMyMeds Pricing team is an analytical group of professionals focused on precision in analyzing data and making pricing decisions. The Senior Pricing Analyst will drive deal management and contracting across multiple service business lines. Success in this role requires an influential, inquisitive, impactful, and high-integrity professional who enjoys working in a fast-paced environment. Together with our various business unit partners, the work our Pricing team does ultimately helps people get the medicine they need to live healthier lives. What You'll Do: The Sr. Pricing Analyst will work closely with his or her team members to support Business Units in making strong business decisions. The individual in this role will be expected to: Drive financial sections of RFPs, proactive opportunities and renewals. Work with business teams to determine areas of improvement given findings from the team's analysis and insights Be fully immersed in the iterations of deal reviews and negotiation as a trusted partner to the Commercial team - sales pitches, negotiations, renewals, term sheets and contracts, leadership presentations, etc. Champion and lead standardization of new best practice processes, procedures, and templates related to deal management Assist in achieving pricing objectives using analytic tools to develop pricing models, dashboards, trend reporting, profitability, margin, and savings analyses Navigate and build relationships with key stakeholders within sales, finance, and other functional teams. Be a team player, and a positive influence on others Act as a resource for colleagues with less experience by providing guidance to others without formal management responsibilities Develop resolutions to complex problems that frequently require creativity, while using judgment within broadly defined policies and practices Required Education / Experience: Undergraduate degree in Finance, Business, or Economics, or equivalent experience (advanced degree is a plus) and typically requires 7+ years of relative experience that includes strategic pricing and deal management initiatives resulting in significant, measurable profit growth Exceptional communication and influencing skills working with leaders across multiple functions (Commercial, Product and Operations) to make strong business decisions Ability to drive strong analytic and critical thinking in support of structured and unstructured business initiatives Extremely flexible, highly organized, and able to shift priorities easily and balance multiple complex projects simultaneously Additional Skills: Comfortable working in a geographically diverse company and in a matrix reporting environment Ability to work independently in a fast-paced environment and manage tight deadlines with appropriate level of delegation to team members Attention to detail & commitment to delivering high quality work product and measurable impact Anticipate, understand, and respond to the needs of internal and external clients to meet or exceed their expectations within the organizational parameters Assess situations to determine the importance, urgency and risks, and make clear decisions which are timely and in the best interests of the organization We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $96,400 - $160,600 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
04/01/2026
Full time
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. The CoverMyMeds Pricing team is an analytical group of professionals focused on precision in analyzing data and making pricing decisions. The Senior Pricing Analyst will drive deal management and contracting across multiple service business lines. Success in this role requires an influential, inquisitive, impactful, and high-integrity professional who enjoys working in a fast-paced environment. Together with our various business unit partners, the work our Pricing team does ultimately helps people get the medicine they need to live healthier lives. What You'll Do: The Sr. Pricing Analyst will work closely with his or her team members to support Business Units in making strong business decisions. The individual in this role will be expected to: Drive financial sections of RFPs, proactive opportunities and renewals. Work with business teams to determine areas of improvement given findings from the team's analysis and insights Be fully immersed in the iterations of deal reviews and negotiation as a trusted partner to the Commercial team - sales pitches, negotiations, renewals, term sheets and contracts, leadership presentations, etc. Champion and lead standardization of new best practice processes, procedures, and templates related to deal management Assist in achieving pricing objectives using analytic tools to develop pricing models, dashboards, trend reporting, profitability, margin, and savings analyses Navigate and build relationships with key stakeholders within sales, finance, and other functional teams. Be a team player, and a positive influence on others Act as a resource for colleagues with less experience by providing guidance to others without formal management responsibilities Develop resolutions to complex problems that frequently require creativity, while using judgment within broadly defined policies and practices Required Education / Experience: Undergraduate degree in Finance, Business, or Economics, or equivalent experience (advanced degree is a plus) and typically requires 7+ years of relative experience that includes strategic pricing and deal management initiatives resulting in significant, measurable profit growth Exceptional communication and influencing skills working with leaders across multiple functions (Commercial, Product and Operations) to make strong business decisions Ability to drive strong analytic and critical thinking in support of structured and unstructured business initiatives Extremely flexible, highly organized, and able to shift priorities easily and balance multiple complex projects simultaneously Additional Skills: Comfortable working in a geographically diverse company and in a matrix reporting environment Ability to work independently in a fast-paced environment and manage tight deadlines with appropriate level of delegation to team members Attention to detail & commitment to delivering high quality work product and measurable impact Anticipate, understand, and respond to the needs of internal and external clients to meet or exceed their expectations within the organizational parameters Assess situations to determine the importance, urgency and risks, and make clear decisions which are timely and in the best interests of the organization We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $96,400 - $160,600 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
Brand Sellside - FP&A Analyst
McKesson Irving, Texas
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. The Senior Financial Analyst, FP&A will support the reporting and analytics for North American Pharmaceutical Distribution's (NAPD) net revenue and margins. This role will include responsibilities across budgeting, forecasting, reporting and analyses in support of customer revenues and margins. The Senior Financial Analyst will be responsible for developing and implementing analytical standards for reporting and modeling KPIs. As a key financial liaison, the Sr. Financial Analyst will partner with the various departments across NAPD. MUST BE DALLAS BASED Key Responsibilities Complete financial reporting, variance analysis, and commentary for month-end close activities Conduct detailed analysis of financial performance, including net revenue, margins, and profitability trends Assist in the development of annual budgets and quarterly forecasts Develop and maintain financial models that measure business drivers and trends to support strategic planning Provide support in preparation and delivery of monthly financial presentations to business leaders Collaborate with business partners to ensure an accurate financial forecast Identify areas for process improvements and recommend solutions to enhance financial reporting and analysis capabilities Complete other ad-hoc projects and requests as needed Minimum Requirement Degree and typically requires 4+ years of relevant experience. Education Bachelor's degree in finance, accounting, or similar field Critical Skills 4+ years' experience in FP&A/Accounting with experience forecasting, budgeting, and financial modeling Excellent verbal and written communication skills with the ability to present and communicate financial results concisely Ability to navigate through complex issues, interpret, and transform financial data into recommendations to senior leadership Strong organizational skills and ability to manage deadlines and prioritize Ability to perform and deliver quality results within a fast-paced, dynamic environment Advanced MS Power BI, MS Excel & MS PowerPoint skills Highly proficient at financial modeling and manipulation of large data sets SAP/BPC experience strongly preferred Salary: 79 600.00 USD Annual with 5% MIP Target base for role is approx. 100-110K with 5% MIP P3 We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $79,600 - $132,600 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. If you require accommodation please contact us by sending an email to . Join us at McKesson!
04/01/2026
Full time
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. The Senior Financial Analyst, FP&A will support the reporting and analytics for North American Pharmaceutical Distribution's (NAPD) net revenue and margins. This role will include responsibilities across budgeting, forecasting, reporting and analyses in support of customer revenues and margins. The Senior Financial Analyst will be responsible for developing and implementing analytical standards for reporting and modeling KPIs. As a key financial liaison, the Sr. Financial Analyst will partner with the various departments across NAPD. MUST BE DALLAS BASED Key Responsibilities Complete financial reporting, variance analysis, and commentary for month-end close activities Conduct detailed analysis of financial performance, including net revenue, margins, and profitability trends Assist in the development of annual budgets and quarterly forecasts Develop and maintain financial models that measure business drivers and trends to support strategic planning Provide support in preparation and delivery of monthly financial presentations to business leaders Collaborate with business partners to ensure an accurate financial forecast Identify areas for process improvements and recommend solutions to enhance financial reporting and analysis capabilities Complete other ad-hoc projects and requests as needed Minimum Requirement Degree and typically requires 4+ years of relevant experience. Education Bachelor's degree in finance, accounting, or similar field Critical Skills 4+ years' experience in FP&A/Accounting with experience forecasting, budgeting, and financial modeling Excellent verbal and written communication skills with the ability to present and communicate financial results concisely Ability to navigate through complex issues, interpret, and transform financial data into recommendations to senior leadership Strong organizational skills and ability to manage deadlines and prioritize Ability to perform and deliver quality results within a fast-paced, dynamic environment Advanced MS Power BI, MS Excel & MS PowerPoint skills Highly proficient at financial modeling and manipulation of large data sets SAP/BPC experience strongly preferred Salary: 79 600.00 USD Annual with 5% MIP Target base for role is approx. 100-110K with 5% MIP P3 We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $79,600 - $132,600 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. If you require accommodation please contact us by sending an email to . Join us at McKesson!
Senior Pricing Analyst
McKesson Atlanta, Georgia
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. The CoverMyMeds Pricing team is an analytical group of professionals focused on precision in analyzing data and making pricing decisions. The Senior Pricing Analyst will drive deal management and contracting across multiple service business lines. Success in this role requires an influential, inquisitive, impactful, and high-integrity professional who enjoys working in a fast-paced environment. Together with our various business unit partners, the work our Pricing team does ultimately helps people get the medicine they need to live healthier lives. What You'll Do: The Sr. Pricing Analyst will work closely with his or her team members to support Business Units in making strong business decisions. The individual in this role will be expected to: Drive financial sections of RFPs, proactive opportunities and renewals. Work with business teams to determine areas of improvement given findings from the team's analysis and insights Be fully immersed in the iterations of deal reviews and negotiation as a trusted partner to the Commercial team - sales pitches, negotiations, renewals, term sheets and contracts, leadership presentations, etc. Champion and lead standardization of new best practice processes, procedures, and templates related to deal management Assist in achieving pricing objectives using analytic tools to develop pricing models, dashboards, trend reporting, profitability, margin, and savings analyses Navigate and build relationships with key stakeholders within sales, finance, and other functional teams. Be a team player, and a positive influence on others Act as a resource for colleagues with less experience by providing guidance to others without formal management responsibilities Develop resolutions to complex problems that frequently require creativity, while using judgment within broadly defined policies and practices Required Education / Experience: Undergraduate degree in Finance, Business, or Economics, or equivalent experience (advanced degree is a plus) and typically requires 7+ years of relative experience that includes strategic pricing and deal management initiatives resulting in significant, measurable profit growth Exceptional communication and influencing skills working with leaders across multiple functions (Commercial, Product and Operations) to make strong business decisions Ability to drive strong analytic and critical thinking in support of structured and unstructured business initiatives Extremely flexible, highly organized, and able to shift priorities easily and balance multiple complex projects simultaneously Additional Skills: Comfortable working in a geographically diverse company and in a matrix reporting environment Ability to work independently in a fast-paced environment and manage tight deadlines with appropriate level of delegation to team members Attention to detail & commitment to delivering high quality work product and measurable impact Anticipate, understand, and respond to the needs of internal and external clients to meet or exceed their expectations within the organizational parameters Assess situations to determine the importance, urgency and risks, and make clear decisions which are timely and in the best interests of the organization We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $96,400 - $160,600 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
04/01/2026
Full time
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. The CoverMyMeds Pricing team is an analytical group of professionals focused on precision in analyzing data and making pricing decisions. The Senior Pricing Analyst will drive deal management and contracting across multiple service business lines. Success in this role requires an influential, inquisitive, impactful, and high-integrity professional who enjoys working in a fast-paced environment. Together with our various business unit partners, the work our Pricing team does ultimately helps people get the medicine they need to live healthier lives. What You'll Do: The Sr. Pricing Analyst will work closely with his or her team members to support Business Units in making strong business decisions. The individual in this role will be expected to: Drive financial sections of RFPs, proactive opportunities and renewals. Work with business teams to determine areas of improvement given findings from the team's analysis and insights Be fully immersed in the iterations of deal reviews and negotiation as a trusted partner to the Commercial team - sales pitches, negotiations, renewals, term sheets and contracts, leadership presentations, etc. Champion and lead standardization of new best practice processes, procedures, and templates related to deal management Assist in achieving pricing objectives using analytic tools to develop pricing models, dashboards, trend reporting, profitability, margin, and savings analyses Navigate and build relationships with key stakeholders within sales, finance, and other functional teams. Be a team player, and a positive influence on others Act as a resource for colleagues with less experience by providing guidance to others without formal management responsibilities Develop resolutions to complex problems that frequently require creativity, while using judgment within broadly defined policies and practices Required Education / Experience: Undergraduate degree in Finance, Business, or Economics, or equivalent experience (advanced degree is a plus) and typically requires 7+ years of relative experience that includes strategic pricing and deal management initiatives resulting in significant, measurable profit growth Exceptional communication and influencing skills working with leaders across multiple functions (Commercial, Product and Operations) to make strong business decisions Ability to drive strong analytic and critical thinking in support of structured and unstructured business initiatives Extremely flexible, highly organized, and able to shift priorities easily and balance multiple complex projects simultaneously Additional Skills: Comfortable working in a geographically diverse company and in a matrix reporting environment Ability to work independently in a fast-paced environment and manage tight deadlines with appropriate level of delegation to team members Attention to detail & commitment to delivering high quality work product and measurable impact Anticipate, understand, and respond to the needs of internal and external clients to meet or exceed their expectations within the organizational parameters Assess situations to determine the importance, urgency and risks, and make clear decisions which are timely and in the best interests of the organization We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $96,400 - $160,600 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
Senior Pricing Analyst
McKesson Irving, Texas
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. The CoverMyMeds Pricing team is an analytical group of professionals focused on precision in analyzing data and making pricing decisions. The Senior Pricing Analyst will drive deal management and contracting across multiple service business lines. Success in this role requires an influential, inquisitive, impactful, and high-integrity professional who enjoys working in a fast-paced environment. Together with our various business unit partners, the work our Pricing team does ultimately helps people get the medicine they need to live healthier lives. What You'll Do: The Sr. Pricing Analyst will work closely with his or her team members to support Business Units in making strong business decisions. The individual in this role will be expected to: Drive financial sections of RFPs, proactive opportunities and renewals. Work with business teams to determine areas of improvement given findings from the team's analysis and insights Be fully immersed in the iterations of deal reviews and negotiation as a trusted partner to the Commercial team - sales pitches, negotiations, renewals, term sheets and contracts, leadership presentations, etc. Champion and lead standardization of new best practice processes, procedures, and templates related to deal management Assist in achieving pricing objectives using analytic tools to develop pricing models, dashboards, trend reporting, profitability, margin, and savings analyses Navigate and build relationships with key stakeholders within sales, finance, and other functional teams. Be a team player, and a positive influence on others Act as a resource for colleagues with less experience by providing guidance to others without formal management responsibilities Develop resolutions to complex problems that frequently require creativity, while using judgment within broadly defined policies and practices Required Education / Experience: Undergraduate degree in Finance, Business, or Economics, or equivalent experience (advanced degree is a plus) and typically requires 7+ years of relative experience that includes strategic pricing and deal management initiatives resulting in significant, measurable profit growth Exceptional communication and influencing skills working with leaders across multiple functions (Commercial, Product and Operations) to make strong business decisions Ability to drive strong analytic and critical thinking in support of structured and unstructured business initiatives Extremely flexible, highly organized, and able to shift priorities easily and balance multiple complex projects simultaneously Additional Skills: Comfortable working in a geographically diverse company and in a matrix reporting environment Ability to work independently in a fast-paced environment and manage tight deadlines with appropriate level of delegation to team members Attention to detail & commitment to delivering high quality work product and measurable impact Anticipate, understand, and respond to the needs of internal and external clients to meet or exceed their expectations within the organizational parameters Assess situations to determine the importance, urgency and risks, and make clear decisions which are timely and in the best interests of the organization We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $96,400 - $160,600 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
04/01/2026
Full time
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare. We are known for delivering insights, products, and services that make quality care more accessible and affordable. Here, we focus on the health, happiness, and well-being of you and those we serve - we care. What you do at McKesson matters. We foster a culture where you can grow, make an impact, and are empowered to bring new ideas. Together, we thrive as we shape the future of health for patients, our communities, and our people. If you want to be part of tomorrow's health today, we want to hear from you. The CoverMyMeds Pricing team is an analytical group of professionals focused on precision in analyzing data and making pricing decisions. The Senior Pricing Analyst will drive deal management and contracting across multiple service business lines. Success in this role requires an influential, inquisitive, impactful, and high-integrity professional who enjoys working in a fast-paced environment. Together with our various business unit partners, the work our Pricing team does ultimately helps people get the medicine they need to live healthier lives. What You'll Do: The Sr. Pricing Analyst will work closely with his or her team members to support Business Units in making strong business decisions. The individual in this role will be expected to: Drive financial sections of RFPs, proactive opportunities and renewals. Work with business teams to determine areas of improvement given findings from the team's analysis and insights Be fully immersed in the iterations of deal reviews and negotiation as a trusted partner to the Commercial team - sales pitches, negotiations, renewals, term sheets and contracts, leadership presentations, etc. Champion and lead standardization of new best practice processes, procedures, and templates related to deal management Assist in achieving pricing objectives using analytic tools to develop pricing models, dashboards, trend reporting, profitability, margin, and savings analyses Navigate and build relationships with key stakeholders within sales, finance, and other functional teams. Be a team player, and a positive influence on others Act as a resource for colleagues with less experience by providing guidance to others without formal management responsibilities Develop resolutions to complex problems that frequently require creativity, while using judgment within broadly defined policies and practices Required Education / Experience: Undergraduate degree in Finance, Business, or Economics, or equivalent experience (advanced degree is a plus) and typically requires 7+ years of relative experience that includes strategic pricing and deal management initiatives resulting in significant, measurable profit growth Exceptional communication and influencing skills working with leaders across multiple functions (Commercial, Product and Operations) to make strong business decisions Ability to drive strong analytic and critical thinking in support of structured and unstructured business initiatives Extremely flexible, highly organized, and able to shift priorities easily and balance multiple complex projects simultaneously Additional Skills: Comfortable working in a geographically diverse company and in a matrix reporting environment Ability to work independently in a fast-paced environment and manage tight deadlines with appropriate level of delegation to team members Attention to detail & commitment to delivering high quality work product and measurable impact Anticipate, understand, and respond to the needs of internal and external clients to meet or exceed their expectations within the organizational parameters Assess situations to determine the importance, urgency and risks, and make clear decisions which are timely and in the best interests of the organization We are proud to offer a competitive compensation package at McKesson as part of our Total Rewards. This is determined by several factors, including performance, experience and skills, equity, regular job market evaluations, and geographical markets. The pay range shown below is aligned with McKesson's pay philosophy, and pay will always be compliant with any applicable regulations. In addition to base pay, other compensation, such as an annual bonus or long-term incentive opportunities may be offered. For more information regarding benefits at McKesson, please click here. Our Base Pay Range for this position $96,400 - $160,600 McKesson has become aware of online recruiting-related scams in which individuals who are not affiliated with or authorized by McKesson are using McKesson's (or affiliated entities, like CoverMyMeds or RxCrossroads) name in fraudulent emails, job postings or social media messages. In light of these scams, please bear the following in mind: McKesson Talent Advisors will never solicit money or credit card information in connection with a McKesson job application. McKesson Talent Advisors do not communicate with candidates via online chatrooms or using email accounts such as Gmail or Hotmail. Note that McKesson does rely on a virtual assistant (Gia) for certain recruiting-related communications with candidates. McKesson job postings are posted on our career site: . McKesson is an Equal Opportunity Employer McKesson provides equal employment opportunities to applicants and employees, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other legally protected category. For additional information on McKesson's full Equal Employment Opportunity policies, visit our Equal Employment Opportunity page. McKesson is committed to being an Equal Employment Opportunity Employer and offers opportunities to all job seekers including job seekers with disabilities. If you need a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to (United States) or (Canada) . Resumes or CVs submitted to this email box will not be accepted. Join us at McKesson!
Wellstar Health Systems, Inc.
Pharmacy Operations Supervisor
Wellstar Health Systems, Inc. Austell, Georgia
How would you like to work in a place where your contributions and ideas are valued? A place where you can serve with compassion, pursue excellence and honor every voice? At Wellstar, our mission is simple, yet powerful: to enhance the health and well-being of every person we serve. We are proud to have become a shining example of what's possible when the brightest professionals dedicate themselves to making a difference in the healthcare industry, and in people's lives. Work Shift The Pharmacy Department at Cobb Hospital has an exciting opportunity for a Pharmacy Operations Supervisor! Job Summary: The Pharmacy Supervisor shall plan, organize, and supervise all pharmaceutical activities occurring in his/her respective pharmacy as directed by the Pharmacy Manager/Director. Such proceedings shall comply with the policies and procedures established by the WellStar Health System, federal, state and local laws governing the practice of pharmacy, and the rules and standards established by the regulatory agencies (e.g. TJC, Medicare, etc) involved in provision of health care. The Pharmacy Supervisor reports to the Manager/Director of Pharmacy. Core Responsibilities and Essential Functions: Supervisory Responsibilities Responsible for day to day pharmacy operations for the pharmacy he/she supervises Trains/instructs (or delegates responsibility thereof) pharmacy personnel on their required duties upon hire or modification of programs and systems. Supervises pharmacy personnel in the performance of their duties. Counsels or takes disciplinary action as necessary when pharmacy personnel violate established policies, procedures, rules, regulation or accepted standards. Assists the Manager/Director of Pharmacy in writing and implementing department and system policies and procedures pertaining to drug distribution, use and control. Establishes work schedules to provide sufficient personnel to meet the needs of the facility (as approved by WellStars Senior Management and Board through the budgetary process). Performs annual reviews and submit for merit increases for pharmacy personnel (direct reports). Participates in and/or conducts and documents monthly staff meetings. Assists the Director of Pharmacy in preparing the annual operating and capital budgets. May review monthly financial reports, and contacts Accounting Department (analyst) to notify of discrepancies and provides information to the Director of Pharmacy concerning significant variances. Monitors revenues and expenses to identify deficiencies or excesses. Communicates issues and concerns, both internal and external, to the Manager/Director of Pharmacy. Implemenation of Pharmacy Daily Operations that includes: Assumes other responsibilities as required to maintain high quality pharmacy services. Assists in entering Physician orders into Pharmacy Information system. Assures that workload is distributed equally between staff members. Communicates changes, issues, and problems to other supervisors. Provides distributive and clinical services during pharmacists vacations, illnesses, LOAs, etc, as well as, during short-staffed periods resulting from resignations and/or volume increases. Regulatory Compliance: Controlled Substances Supervises the audits and monitoring to include but not limited to the following: all Controlled Substance Outstanding Transactions, accurate documentation entry of controlled substances received from the manufacture/wholesaler in to pharmacys perpetual inventory system , and all Open Discrepancies and reporting to the Director, or CEO if necessary. (per protocol) Ensures outdated Narcotics are correctly inventoried and packaged for return using all required forms. Maintains the pharmacy in a state of readiness for federal, state and local regulatory agency inspections (e.g. TJC, Drug Inspectors, etc.) Adheres to and enforces the rules and regulations established by the Georgia State Board of Pharmacy. Performs other duties as assigned Complies with all Wellstar Health System policies, standards of work, and code of conduct. Required Minimum Education: Bachelor's Degree from an accredited School/College of Pharmacy Doctorate PharmD Required Minimum License(s) and Certification(s): All certifications are required upon hire unless otherwise stated. Reg Pharmacist Required Minimum Experience: Oriented and knowledgeable in the specialized functions of a hospital pharmacy. Minimum 2 years Worked a minimum of two (2) years in a hospital pharmacy. Worked in a supervisory capacity in a hospital pharmacy or in a clinical or community setting Preferred Knowledgeable in the use of automated dispensing system Knowledgeable of computerized hospital pharmacy systems Required Minimum Skills: Ability to supervise both professional and non-professional employees. Demonstrated ability to work with other Hospital Departments and Department Managers. Ability to converse and work with Medical Staff. Ability to communicate effectively (verbal and written). Strong customer service attitude. Ability to think/act independently as required by situation. Experience with Microsoft Office Join us and discover the support to do more meaningful work-and enjoy a more rewarding life. Connect with the most integrated health system in Georgia, and start a future that gives you more.
03/31/2026
Full time
How would you like to work in a place where your contributions and ideas are valued? A place where you can serve with compassion, pursue excellence and honor every voice? At Wellstar, our mission is simple, yet powerful: to enhance the health and well-being of every person we serve. We are proud to have become a shining example of what's possible when the brightest professionals dedicate themselves to making a difference in the healthcare industry, and in people's lives. Work Shift The Pharmacy Department at Cobb Hospital has an exciting opportunity for a Pharmacy Operations Supervisor! Job Summary: The Pharmacy Supervisor shall plan, organize, and supervise all pharmaceutical activities occurring in his/her respective pharmacy as directed by the Pharmacy Manager/Director. Such proceedings shall comply with the policies and procedures established by the WellStar Health System, federal, state and local laws governing the practice of pharmacy, and the rules and standards established by the regulatory agencies (e.g. TJC, Medicare, etc) involved in provision of health care. The Pharmacy Supervisor reports to the Manager/Director of Pharmacy. Core Responsibilities and Essential Functions: Supervisory Responsibilities Responsible for day to day pharmacy operations for the pharmacy he/she supervises Trains/instructs (or delegates responsibility thereof) pharmacy personnel on their required duties upon hire or modification of programs and systems. Supervises pharmacy personnel in the performance of their duties. Counsels or takes disciplinary action as necessary when pharmacy personnel violate established policies, procedures, rules, regulation or accepted standards. Assists the Manager/Director of Pharmacy in writing and implementing department and system policies and procedures pertaining to drug distribution, use and control. Establishes work schedules to provide sufficient personnel to meet the needs of the facility (as approved by WellStars Senior Management and Board through the budgetary process). Performs annual reviews and submit for merit increases for pharmacy personnel (direct reports). Participates in and/or conducts and documents monthly staff meetings. Assists the Director of Pharmacy in preparing the annual operating and capital budgets. May review monthly financial reports, and contacts Accounting Department (analyst) to notify of discrepancies and provides information to the Director of Pharmacy concerning significant variances. Monitors revenues and expenses to identify deficiencies or excesses. Communicates issues and concerns, both internal and external, to the Manager/Director of Pharmacy. Implemenation of Pharmacy Daily Operations that includes: Assumes other responsibilities as required to maintain high quality pharmacy services. Assists in entering Physician orders into Pharmacy Information system. Assures that workload is distributed equally between staff members. Communicates changes, issues, and problems to other supervisors. Provides distributive and clinical services during pharmacists vacations, illnesses, LOAs, etc, as well as, during short-staffed periods resulting from resignations and/or volume increases. Regulatory Compliance: Controlled Substances Supervises the audits and monitoring to include but not limited to the following: all Controlled Substance Outstanding Transactions, accurate documentation entry of controlled substances received from the manufacture/wholesaler in to pharmacys perpetual inventory system , and all Open Discrepancies and reporting to the Director, or CEO if necessary. (per protocol) Ensures outdated Narcotics are correctly inventoried and packaged for return using all required forms. Maintains the pharmacy in a state of readiness for federal, state and local regulatory agency inspections (e.g. TJC, Drug Inspectors, etc.) Adheres to and enforces the rules and regulations established by the Georgia State Board of Pharmacy. Performs other duties as assigned Complies with all Wellstar Health System policies, standards of work, and code of conduct. Required Minimum Education: Bachelor's Degree from an accredited School/College of Pharmacy Doctorate PharmD Required Minimum License(s) and Certification(s): All certifications are required upon hire unless otherwise stated. Reg Pharmacist Required Minimum Experience: Oriented and knowledgeable in the specialized functions of a hospital pharmacy. Minimum 2 years Worked a minimum of two (2) years in a hospital pharmacy. Worked in a supervisory capacity in a hospital pharmacy or in a clinical or community setting Preferred Knowledgeable in the use of automated dispensing system Knowledgeable of computerized hospital pharmacy systems Required Minimum Skills: Ability to supervise both professional and non-professional employees. Demonstrated ability to work with other Hospital Departments and Department Managers. Ability to converse and work with Medical Staff. Ability to communicate effectively (verbal and written). Strong customer service attitude. Ability to think/act independently as required by situation. Experience with Microsoft Office Join us and discover the support to do more meaningful work-and enjoy a more rewarding life. Connect with the most integrated health system in Georgia, and start a future that gives you more.
Santander Holdings USA Inc
Trade Receivable Securitization VP
Santander Holdings USA Inc New York City, New York
It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: Role Description: Structuring, pricing, and execution of trade receivables monetization transactions for Corporate and Investment Banking clients of Santander US. Act as advisor, consultant, and first point of contact for clients exploring methods to optimize their working capital through receivables solutions to meet their financing needs. Engage in the legal documentation negotiation of new and existing transactions in the receivable portfolio. Lead the internal approval process with the risk, middle office and other support areas. Engage with bankers, other products and areas to support the prospecting of new business origination and maintenance of existing book of transactions. Key responsibilities: Contribute to the development of the Santander's receivable monetization capabilities. Grow business through developing new relationships and by maintaining and enhancing existing revenue streams. Coordinate stakeholders both internal (CDD, Compliance, Risks, Legal, IT, Compliance, Operations, etc.) and external (Legal firms, Insurers, brokers, etc.) to provide a best-in-class service and seamless end to end execution including client onboarding and due diligences process. Ensure understanding of the Bank's operating practices and governance and ensure these are followed in line with the guidelines. Provide pricing / market intelligence to transactions, ensuring deal profitability is in line with the Bank's capital models and presenting the transactions to the relevant committees, where applicable. Perform first line of defense role for the bank across all risks: Financial / Credit, Legal, Reputational, Regulatory, Compliance, etc. Reporting to senior management regarding the progress of the commercial agenda. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Required Knowledge, Experience and Qualifications: Expertise with receivables monetization structures such as factoring, repos, and securitization, and the corresponding S&P methodologies. Experience with the legal execution and design of receivables purchase agreements and/or other legal documentation; to facilitate the sale, perfection, or financing of receivables and/or other assets. Understanding of the Uniform Commercial Code in the US and legal perfection in a variety of geographies. Familiarity with both EU and US banking regulation, particularly as it relates to corporate and securitization exposures and risk-weighted asset calculations. Knowledge of credit risk evaluation techniques for both corporates and securitizations. Significant financial statement and analysis knowledge (working capital cycle, cash flow forecasting, financial statement analysis, modelling etc.). Ability to explain IFRS and US-GAAP sale accounting. Basic understanding of common statistical concepts and modeling techniques such as normal distributions, monte carlo simulation, and linear regression. High motivation, proactivity, and accomplished business origination skills. 5+ years of experience in Structured Finance products or Receivable Finance with a minimum of 1 year in each. High level of presentation and organizational skills. Understanding the competitive market and the role of technology within Trade Finance. Capability to develop relationships inside the organization to collaborate across geographical boundaries. Bachelor's degree, or equivalent English language proficiency. Desirable, But not Required Knowledge of other trade finance products (Payables / ECA / Doc Trade / Inventory Finance). Knowledge of ERP systems such as SAP / Oracle / Sage. Additional languages (particularly Spanish). Previous exposure to operational Trade Finance support areas (Middle Office, Back Office, Legal, Risk). Experience in the syndication of trade finance assets to buy-side investors. Chartered Certified Financial Analyst. . Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $185,000.00 USD Maximum: $220,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.
03/26/2026
Full time
It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: Role Description: Structuring, pricing, and execution of trade receivables monetization transactions for Corporate and Investment Banking clients of Santander US. Act as advisor, consultant, and first point of contact for clients exploring methods to optimize their working capital through receivables solutions to meet their financing needs. Engage in the legal documentation negotiation of new and existing transactions in the receivable portfolio. Lead the internal approval process with the risk, middle office and other support areas. Engage with bankers, other products and areas to support the prospecting of new business origination and maintenance of existing book of transactions. Key responsibilities: Contribute to the development of the Santander's receivable monetization capabilities. Grow business through developing new relationships and by maintaining and enhancing existing revenue streams. Coordinate stakeholders both internal (CDD, Compliance, Risks, Legal, IT, Compliance, Operations, etc.) and external (Legal firms, Insurers, brokers, etc.) to provide a best-in-class service and seamless end to end execution including client onboarding and due diligences process. Ensure understanding of the Bank's operating practices and governance and ensure these are followed in line with the guidelines. Provide pricing / market intelligence to transactions, ensuring deal profitability is in line with the Bank's capital models and presenting the transactions to the relevant committees, where applicable. Perform first line of defense role for the bank across all risks: Financial / Credit, Legal, Reputational, Regulatory, Compliance, etc. Reporting to senior management regarding the progress of the commercial agenda. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Required Knowledge, Experience and Qualifications: Expertise with receivables monetization structures such as factoring, repos, and securitization, and the corresponding S&P methodologies. Experience with the legal execution and design of receivables purchase agreements and/or other legal documentation; to facilitate the sale, perfection, or financing of receivables and/or other assets. Understanding of the Uniform Commercial Code in the US and legal perfection in a variety of geographies. Familiarity with both EU and US banking regulation, particularly as it relates to corporate and securitization exposures and risk-weighted asset calculations. Knowledge of credit risk evaluation techniques for both corporates and securitizations. Significant financial statement and analysis knowledge (working capital cycle, cash flow forecasting, financial statement analysis, modelling etc.). Ability to explain IFRS and US-GAAP sale accounting. Basic understanding of common statistical concepts and modeling techniques such as normal distributions, monte carlo simulation, and linear regression. High motivation, proactivity, and accomplished business origination skills. 5+ years of experience in Structured Finance products or Receivable Finance with a minimum of 1 year in each. High level of presentation and organizational skills. Understanding the competitive market and the role of technology within Trade Finance. Capability to develop relationships inside the organization to collaborate across geographical boundaries. Bachelor's degree, or equivalent English language proficiency. Desirable, But not Required Knowledge of other trade finance products (Payables / ECA / Doc Trade / Inventory Finance). Knowledge of ERP systems such as SAP / Oracle / Sage. Additional languages (particularly Spanish). Previous exposure to operational Trade Finance support areas (Middle Office, Back Office, Legal, Risk). Experience in the syndication of trade finance assets to buy-side investors. Chartered Certified Financial Analyst. . Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $185,000.00 USD Maximum: $220,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.

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