Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. We're seeking a future team member for the role of Data Analyst, Data Management & Quantative Analysis to join our Managed Services Team. This role is located in Pittsburgh, PA - HYBRID/REMOTE. In this role, you'll make an impact in the following ways: As part of Managed Services team, supports global clients in day-to-day operational market data needs, performing data stewarding and data management support through utilization of Eagle and Vault applications. Monitors data feeds and performs data scrubbing for security reference, portfolio reference and various asset type activity. Identifies, researches, resolves and documents violations, exceptions, or occurrences exceeding tolerance thresholds, missing data, and other validations. Provides support to peers. Independently compiles, synthesizes and reports on market data sources; provides support with access, maintenance and security activities. Manages complex databases, feeds, etc. and assist with more complex data sources. Conducts calculations for more senior colleagues and helps develop reports. May oversee the workflow of a Data Management and Quantitative Analysis support team and provides quality assurance for peers. Adds and maintains data on client environments, inputs and verifies accuracy of information. Ensures information entered by more peers is accurate. Should be familiar with market data sources such as Bloomberg, IDC, FactSet, etc. Contributes and response to data-related questions from internal and external clients and helps provide solutions. Must display strong verbal and written communication skills. Ensures that all customer responses are thoroughly documented and verified. Serves as a work coordinator for a team of Data Management and Quantitative Analysis support staff. Contributes to the achievement of team objectives. Provides support with access, maintenance, and security activities. To be successful in this role, we're seeking the following: Manages complex databases, feeds, etc. and assist with more complex data sources. Conducts calculations for more senior colleagues and helps develop reports. May oversee the workflow of a Data Management and Quantitative Analysis support team and provides guidance to more junior staff. Monitors data feeds and performs data scrubbing for the Data Management and Quantitative Analysis team. Identifies and documents violations, exceptions, or occurrences exceeding tolerance thresholds. Adds and maintains data on the Banks systems, inputs and verifies accuracy of information. Ensures information entered by peers is accurate. Tests software enhancements and upgrades as necessary and may provide recommendations for improvement. Performs calculations, initiates the execution of data modeling programs and prepares initial drafts of simple charts, graphs or reports by using complex databases and spreadsheets. Contributes to responses to data-related questions from internal and external clients and helps provide solutions. Ensures that all customer responses are thoroughly documented and verified. Contributes to the achievement of team objectives. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion Bloomberg's Gender Equality Index (GEI) Best Places to Work for Disability Inclusion , Disability: IN - 100% score 100 Best Workplaces for Innovators, Fast Company Human Rights Campaign Foundation, 100% score Corporate Equality Index CDP's Climate Change 'A List' Bachelor's degree or the equivalent combination of education and experience. 1-3 years of total work experience preferred. Experience in the financial industry preferred. Our Benefits: BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
04/18/2024
Full time
Overview Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With over 238 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. We're seeking a future team member for the role of Data Analyst, Data Management & Quantative Analysis to join our Managed Services Team. This role is located in Pittsburgh, PA - HYBRID/REMOTE. In this role, you'll make an impact in the following ways: As part of Managed Services team, supports global clients in day-to-day operational market data needs, performing data stewarding and data management support through utilization of Eagle and Vault applications. Monitors data feeds and performs data scrubbing for security reference, portfolio reference and various asset type activity. Identifies, researches, resolves and documents violations, exceptions, or occurrences exceeding tolerance thresholds, missing data, and other validations. Provides support to peers. Independently compiles, synthesizes and reports on market data sources; provides support with access, maintenance and security activities. Manages complex databases, feeds, etc. and assist with more complex data sources. Conducts calculations for more senior colleagues and helps develop reports. May oversee the workflow of a Data Management and Quantitative Analysis support team and provides quality assurance for peers. Adds and maintains data on client environments, inputs and verifies accuracy of information. Ensures information entered by more peers is accurate. Should be familiar with market data sources such as Bloomberg, IDC, FactSet, etc. Contributes and response to data-related questions from internal and external clients and helps provide solutions. Must display strong verbal and written communication skills. Ensures that all customer responses are thoroughly documented and verified. Serves as a work coordinator for a team of Data Management and Quantitative Analysis support staff. Contributes to the achievement of team objectives. Provides support with access, maintenance, and security activities. To be successful in this role, we're seeking the following: Manages complex databases, feeds, etc. and assist with more complex data sources. Conducts calculations for more senior colleagues and helps develop reports. May oversee the workflow of a Data Management and Quantitative Analysis support team and provides guidance to more junior staff. Monitors data feeds and performs data scrubbing for the Data Management and Quantitative Analysis team. Identifies and documents violations, exceptions, or occurrences exceeding tolerance thresholds. Adds and maintains data on the Banks systems, inputs and verifies accuracy of information. Ensures information entered by peers is accurate. Tests software enhancements and upgrades as necessary and may provide recommendations for improvement. Performs calculations, initiates the execution of data modeling programs and prepares initial drafts of simple charts, graphs or reports by using complex databases and spreadsheets. Contributes to responses to data-related questions from internal and external clients and helps provide solutions. Ensures that all customer responses are thoroughly documented and verified. Contributes to the achievement of team objectives. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion Bloomberg's Gender Equality Index (GEI) Best Places to Work for Disability Inclusion , Disability: IN - 100% score 100 Best Workplaces for Innovators, Fast Company Human Rights Campaign Foundation, 100% score Corporate Equality Index CDP's Climate Change 'A List' Bachelor's degree or the equivalent combination of education and experience. 1-3 years of total work experience preferred. Experience in the financial industry preferred. Our Benefits: BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
KEY JOB FUNCTIONS: Interact with Senior leaders in Analytics to develop and refine requests for analyses. Identify potential business opportunities and discuss related analyses with Analytics leadership Conduct objective, rigorous analytics to help the business improve profitability, operational processes, and customer service - e.g., identification and evaluation of revenue growth opportunities, resource optimization, optimal investment mix, competitive market dynamics, customer behavior, and pricing optimization Distill vast datasets into actionable insights and recommendations that guide decisions and strategies. Develop presentation materials and assume an increased role in communicating analysis findings clearly and concisely to senior management, in both verbal and written formats. Assist Analyst I team members in structuring and executing their analytics and in developing presentation materials Play an active role in the development, implementation and evaluation of strategic projects Develop and support reporting for operating departments across the enterprise to provide senior leaders visibility into trends and business performance drivers Use technology (e.g., SQL, R, Tableau, Google BigQuery, Python) to develop analytics and reporting tools. Capable of working in both Microsoft Excel and PowerPoint Propose and implement improvements to processes and reports Contribute to projects that require input from other Analytics team members Help to train and on-board new team members in technical skills, tools & processesREQUIRED QUALIFICATIONS Bachelor's degree from an accredited four-year college 1+ years of professional work (or equivalent experience) Demonstrated business acumen; can articulate the fundamental drivers of business performance Intermediate skills in querying, analyzing, and visualizing large data sets. Some experience in working with Microsoft Excel and PowerPoint Strength in critical thinking, problem solving, and written and verbal communication. Comfort in articulating complex information and analyses to a variety of audiences Intellectual curiosity and willingness to quickly learn relevant database applications and software, as well as industry-specific terminology and dynamics Desire to understand a broad range of operations within the casino and hospitality industry Ability to effectively interact with key stakeholders, manage multiple projects simultaneously, and meet deadlines while consistently delivering accurate and high-quality work Demonstrated ability to work effectively in a team-oriented environment Ability to uphold and demonstrate the highest level of integrityPREFERRED QUALIFICATIONS Bachelor's Degree from a top-tier program in one of the following areas: Finance, Marketing, Engineering, Economics, Mathematics/Statistics, Hotel Management, Business, or Data Science Graduate Degree in one of the following areas or in an equivalent technical field: Business, Economics, Mathematics/Statistics, Hotel Management Exposure to statistical analysis or optimization analytics Proficiency in one or more of the following programming languages: SQL, R, VBA, Sass, Python, and/or experience in working with Google BigQuery. Hyperion experience a plus Experience with web-based data visualization tools, such as Tableau or Microstrategy Prior experience in the gaming/hospitality industry
04/18/2024
Full time
KEY JOB FUNCTIONS: Interact with Senior leaders in Analytics to develop and refine requests for analyses. Identify potential business opportunities and discuss related analyses with Analytics leadership Conduct objective, rigorous analytics to help the business improve profitability, operational processes, and customer service - e.g., identification and evaluation of revenue growth opportunities, resource optimization, optimal investment mix, competitive market dynamics, customer behavior, and pricing optimization Distill vast datasets into actionable insights and recommendations that guide decisions and strategies. Develop presentation materials and assume an increased role in communicating analysis findings clearly and concisely to senior management, in both verbal and written formats. Assist Analyst I team members in structuring and executing their analytics and in developing presentation materials Play an active role in the development, implementation and evaluation of strategic projects Develop and support reporting for operating departments across the enterprise to provide senior leaders visibility into trends and business performance drivers Use technology (e.g., SQL, R, Tableau, Google BigQuery, Python) to develop analytics and reporting tools. Capable of working in both Microsoft Excel and PowerPoint Propose and implement improvements to processes and reports Contribute to projects that require input from other Analytics team members Help to train and on-board new team members in technical skills, tools & processesREQUIRED QUALIFICATIONS Bachelor's degree from an accredited four-year college 1+ years of professional work (or equivalent experience) Demonstrated business acumen; can articulate the fundamental drivers of business performance Intermediate skills in querying, analyzing, and visualizing large data sets. Some experience in working with Microsoft Excel and PowerPoint Strength in critical thinking, problem solving, and written and verbal communication. Comfort in articulating complex information and analyses to a variety of audiences Intellectual curiosity and willingness to quickly learn relevant database applications and software, as well as industry-specific terminology and dynamics Desire to understand a broad range of operations within the casino and hospitality industry Ability to effectively interact with key stakeholders, manage multiple projects simultaneously, and meet deadlines while consistently delivering accurate and high-quality work Demonstrated ability to work effectively in a team-oriented environment Ability to uphold and demonstrate the highest level of integrityPREFERRED QUALIFICATIONS Bachelor's Degree from a top-tier program in one of the following areas: Finance, Marketing, Engineering, Economics, Mathematics/Statistics, Hotel Management, Business, or Data Science Graduate Degree in one of the following areas or in an equivalent technical field: Business, Economics, Mathematics/Statistics, Hotel Management Exposure to statistical analysis or optimization analytics Proficiency in one or more of the following programming languages: SQL, R, VBA, Sass, Python, and/or experience in working with Google BigQuery. Hyperion experience a plus Experience with web-based data visualization tools, such as Tableau or Microstrategy Prior experience in the gaming/hospitality industry
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Senior Credit Analyst Job Description: Summary Senior Credit Analysts serve as a representative of the Bank while providing analytical and administrative support to the commercial, commercial real estate, and consumer lending departments of the bank. In addition, they lead the credit analyst team and work directly with the Chief Credit Officer. Other major responsibilities include mentoring/training other credit analysts, conducting credit investigations, conducting financial analysis, managing loans, and managing early warning systems. Essential Duties and Responsibilities: Analyze financial statements and demonstrate comprehensive knowledge of theories, laws, and policies governing commercial credit, commercial banking, and banking policies. Create comprehensive and concise analyses of the risks and mitigations associated with complex commercial loan requests by reviewing and analyzing the borrower's financial statements, including income statements, cash flow statements, balance sheets, tax returns, personal financial statements, and collateral appraisal reports. Assess the financial condition of collateral guarantors and prepare sensitivity analyses. Conduct market and industry analyses (customers, competitors, suppliers, and new entrants). Contribute to the development of policy and procedures that safeguard the Bank's commercial credit operations. Propose alternative loan structures Oversee the completion of projects including planning, assigning, monitoring, and reviewing progress and accuracy of work, as well as evaluating results. Understand the policies and procedures of the bank/creditor. Work on multiple projects simultaneously, managing time and resources efficiently and within established deadlines. Provide borrowers with financial statement information by utilizing appropriate software programs, review financial analysis reports, and act as a technical resource for credit software. Keep up-to-date on new laws and regulations affecting the organization's credit practices. A recommendation for a change in risk grade should be made. Providing and maintaining credit obligations reports for Bank customers. Provide mentorship to interns and analyst interns. Perform Loan Reviews as requested by the Lead Loan Review Analyst or Credit Administration Manager. Qualifications: Knowledge of banking industry practices relative to commercial banking. Proven superior analytical skills Strong negotiating skills Strong written, verbal and interpersonal skills; ability to maintain confidentiality of information, as appropriate. Understanding of the components of the most complex financial statements and personal/corporate tax returns. Proficiency with Microsoft Office products (Word, Excel, Access, Power Point, etc.) and financial statement spreading software is required. A high level of initiative, thoroughness, accuracy and organizational skills required. Detail oriented with effective judgment and time management. Ability to work well independently. Ability to coach and develop others. Ability to provide feedback/train new credit analysts. Ability to plan and conduct special projects or assignments. Education and/or Education: 5-7 years prior credit analysis experience Bachelor's Degree. Business, finance, accounting major preferred, other majors with a business minor also acceptable; or equivalent experience. Technology: Expert computer skills, inclusive of experience with loan origination software and MS Office applications (specifically MS Word and Excel). Expert understanding of various business intelligence/database tools and applications. Certificates, Licenses and Registrations: Required or preferred certifications Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at . Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster HERE .
04/18/2024
Full time
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Senior Credit Analyst Job Description: Summary Senior Credit Analysts serve as a representative of the Bank while providing analytical and administrative support to the commercial, commercial real estate, and consumer lending departments of the bank. In addition, they lead the credit analyst team and work directly with the Chief Credit Officer. Other major responsibilities include mentoring/training other credit analysts, conducting credit investigations, conducting financial analysis, managing loans, and managing early warning systems. Essential Duties and Responsibilities: Analyze financial statements and demonstrate comprehensive knowledge of theories, laws, and policies governing commercial credit, commercial banking, and banking policies. Create comprehensive and concise analyses of the risks and mitigations associated with complex commercial loan requests by reviewing and analyzing the borrower's financial statements, including income statements, cash flow statements, balance sheets, tax returns, personal financial statements, and collateral appraisal reports. Assess the financial condition of collateral guarantors and prepare sensitivity analyses. Conduct market and industry analyses (customers, competitors, suppliers, and new entrants). Contribute to the development of policy and procedures that safeguard the Bank's commercial credit operations. Propose alternative loan structures Oversee the completion of projects including planning, assigning, monitoring, and reviewing progress and accuracy of work, as well as evaluating results. Understand the policies and procedures of the bank/creditor. Work on multiple projects simultaneously, managing time and resources efficiently and within established deadlines. Provide borrowers with financial statement information by utilizing appropriate software programs, review financial analysis reports, and act as a technical resource for credit software. Keep up-to-date on new laws and regulations affecting the organization's credit practices. A recommendation for a change in risk grade should be made. Providing and maintaining credit obligations reports for Bank customers. Provide mentorship to interns and analyst interns. Perform Loan Reviews as requested by the Lead Loan Review Analyst or Credit Administration Manager. Qualifications: Knowledge of banking industry practices relative to commercial banking. Proven superior analytical skills Strong negotiating skills Strong written, verbal and interpersonal skills; ability to maintain confidentiality of information, as appropriate. Understanding of the components of the most complex financial statements and personal/corporate tax returns. Proficiency with Microsoft Office products (Word, Excel, Access, Power Point, etc.) and financial statement spreading software is required. A high level of initiative, thoroughness, accuracy and organizational skills required. Detail oriented with effective judgment and time management. Ability to work well independently. Ability to coach and develop others. Ability to provide feedback/train new credit analysts. Ability to plan and conduct special projects or assignments. Education and/or Education: 5-7 years prior credit analysis experience Bachelor's Degree. Business, finance, accounting major preferred, other majors with a business minor also acceptable; or equivalent experience. Technology: Expert computer skills, inclusive of experience with loan origination software and MS Office applications (specifically MS Word and Excel). Expert understanding of various business intelligence/database tools and applications. Certificates, Licenses and Registrations: Required or preferred certifications Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at . Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster HERE .
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Senior Credit Analyst Job Description: Summary Senior Credit Analysts serve as a representative of the Bank while providing analytical and administrative support to the commercial, commercial real estate, and consumer lending departments of the bank. In addition, they lead the credit analyst team and work directly with the Chief Credit Officer. Other major responsibilities include mentoring/training other credit analysts, conducting credit investigations, conducting financial analysis, managing loans, and managing early warning systems. Essential Duties and Responsibilities: Analyze financial statements and demonstrate comprehensive knowledge of theories, laws, and policies governing commercial credit, commercial banking, and banking policies. Create comprehensive and concise analyses of the risks and mitigations associated with complex commercial loan requests by reviewing and analyzing the borrower's financial statements, including income statements, cash flow statements, balance sheets, tax returns, personal financial statements, and collateral appraisal reports. Assess the financial condition of collateral guarantors and prepare sensitivity analyses. Conduct market and industry analyses (customers, competitors, suppliers, and new entrants). Contribute to the development of policy and procedures that safeguard the Bank's commercial credit operations. Propose alternative loan structures Oversee the completion of projects including planning, assigning, monitoring, and reviewing progress and accuracy of work, as well as evaluating results. Understand the policies and procedures of the bank/creditor. Work on multiple projects simultaneously, managing time and resources efficiently and within established deadlines. Provide borrowers with financial statement information by utilizing appropriate software programs, review financial analysis reports, and act as a technical resource for credit software. Keep up-to-date on new laws and regulations affecting the organization's credit practices. A recommendation for a change in risk grade should be made. Providing and maintaining credit obligations reports for Bank customers. Provide mentorship to interns and analyst interns. Perform Loan Reviews as requested by the Lead Loan Review Analyst or Credit Administration Manager. Qualifications: Knowledge of banking industry practices relative to commercial banking. Proven superior analytical skills Strong negotiating skills Strong written, verbal and interpersonal skills; ability to maintain confidentiality of information, as appropriate. Understanding of the components of the most complex financial statements and personal/corporate tax returns. Proficiency with Microsoft Office products (Word, Excel, Access, Power Point, etc.) and financial statement spreading software is required. A high level of initiative, thoroughness, accuracy and organizational skills required. Detail oriented with effective judgment and time management. Ability to work well independently. Ability to coach and develop others. Ability to provide feedback/train new credit analysts. Ability to plan and conduct special projects or assignments. Education and/or Education: 5-7 years prior credit analysis experience Bachelor's Degree. Business, finance, accounting major preferred, other majors with a business minor also acceptable; or equivalent experience. Technology: Expert computer skills, inclusive of experience with loan origination software and MS Office applications (specifically MS Word and Excel). Expert understanding of various business intelligence/database tools and applications. Certificates, Licenses and Registrations: Required or preferred certifications Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at . Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster HERE .
04/18/2024
Full time
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Senior Credit Analyst Job Description: Summary Senior Credit Analysts serve as a representative of the Bank while providing analytical and administrative support to the commercial, commercial real estate, and consumer lending departments of the bank. In addition, they lead the credit analyst team and work directly with the Chief Credit Officer. Other major responsibilities include mentoring/training other credit analysts, conducting credit investigations, conducting financial analysis, managing loans, and managing early warning systems. Essential Duties and Responsibilities: Analyze financial statements and demonstrate comprehensive knowledge of theories, laws, and policies governing commercial credit, commercial banking, and banking policies. Create comprehensive and concise analyses of the risks and mitigations associated with complex commercial loan requests by reviewing and analyzing the borrower's financial statements, including income statements, cash flow statements, balance sheets, tax returns, personal financial statements, and collateral appraisal reports. Assess the financial condition of collateral guarantors and prepare sensitivity analyses. Conduct market and industry analyses (customers, competitors, suppliers, and new entrants). Contribute to the development of policy and procedures that safeguard the Bank's commercial credit operations. Propose alternative loan structures Oversee the completion of projects including planning, assigning, monitoring, and reviewing progress and accuracy of work, as well as evaluating results. Understand the policies and procedures of the bank/creditor. Work on multiple projects simultaneously, managing time and resources efficiently and within established deadlines. Provide borrowers with financial statement information by utilizing appropriate software programs, review financial analysis reports, and act as a technical resource for credit software. Keep up-to-date on new laws and regulations affecting the organization's credit practices. A recommendation for a change in risk grade should be made. Providing and maintaining credit obligations reports for Bank customers. Provide mentorship to interns and analyst interns. Perform Loan Reviews as requested by the Lead Loan Review Analyst or Credit Administration Manager. Qualifications: Knowledge of banking industry practices relative to commercial banking. Proven superior analytical skills Strong negotiating skills Strong written, verbal and interpersonal skills; ability to maintain confidentiality of information, as appropriate. Understanding of the components of the most complex financial statements and personal/corporate tax returns. Proficiency with Microsoft Office products (Word, Excel, Access, Power Point, etc.) and financial statement spreading software is required. A high level of initiative, thoroughness, accuracy and organizational skills required. Detail oriented with effective judgment and time management. Ability to work well independently. Ability to coach and develop others. Ability to provide feedback/train new credit analysts. Ability to plan and conduct special projects or assignments. Education and/or Education: 5-7 years prior credit analysis experience Bachelor's Degree. Business, finance, accounting major preferred, other majors with a business minor also acceptable; or equivalent experience. Technology: Expert computer skills, inclusive of experience with loan origination software and MS Office applications (specifically MS Word and Excel). Expert understanding of various business intelligence/database tools and applications. Certificates, Licenses and Registrations: Required or preferred certifications Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at . Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster HERE .
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Senior Credit Analyst Job Description: Summary Senior Credit Analysts serve as a representative of the Bank while providing analytical and administrative support to the commercial, commercial real estate, and consumer lending departments of the bank. In addition, they lead the credit analyst team and work directly with the Chief Credit Officer. Other major responsibilities include mentoring/training other credit analysts, conducting credit investigations, conducting financial analysis, managing loans, and managing early warning systems. Essential Duties and Responsibilities: Analyze financial statements and demonstrate comprehensive knowledge of theories, laws, and policies governing commercial credit, commercial banking, and banking policies. Create comprehensive and concise analyses of the risks and mitigations associated with complex commercial loan requests by reviewing and analyzing the borrower's financial statements, including income statements, cash flow statements, balance sheets, tax returns, personal financial statements, and collateral appraisal reports. Assess the financial condition of collateral guarantors and prepare sensitivity analyses. Conduct market and industry analyses (customers, competitors, suppliers, and new entrants). Contribute to the development of policy and procedures that safeguard the Bank's commercial credit operations. Propose alternative loan structures Oversee the completion of projects including planning, assigning, monitoring, and reviewing progress and accuracy of work, as well as evaluating results. Understand the policies and procedures of the bank/creditor. Work on multiple projects simultaneously, managing time and resources efficiently and within established deadlines. Provide borrowers with financial statement information by utilizing appropriate software programs, review financial analysis reports, and act as a technical resource for credit software. Keep up-to-date on new laws and regulations affecting the organization's credit practices. A recommendation for a change in risk grade should be made. Providing and maintaining credit obligations reports for Bank customers. Provide mentorship to interns and analyst interns. Perform Loan Reviews as requested by the Lead Loan Review Analyst or Credit Administration Manager. Qualifications: Knowledge of banking industry practices relative to commercial banking. Proven superior analytical skills Strong negotiating skills Strong written, verbal and interpersonal skills; ability to maintain confidentiality of information, as appropriate. Understanding of the components of the most complex financial statements and personal/corporate tax returns. Proficiency with Microsoft Office products (Word, Excel, Access, Power Point, etc.) and financial statement spreading software is required. A high level of initiative, thoroughness, accuracy and organizational skills required. Detail oriented with effective judgment and time management. Ability to work well independently. Ability to coach and develop others. Ability to provide feedback/train new credit analysts. Ability to plan and conduct special projects or assignments. Education and/or Education: 5-7 years prior credit analysis experience Bachelor's Degree. Business, finance, accounting major preferred, other majors with a business minor also acceptable; or equivalent experience. Technology: Expert computer skills, inclusive of experience with loan origination software and MS Office applications (specifically MS Word and Excel). Expert understanding of various business intelligence/database tools and applications. Certificates, Licenses and Registrations: Required or preferred certifications Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at . Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster HERE .
04/18/2024
Full time
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Senior Credit Analyst Job Description: Summary Senior Credit Analysts serve as a representative of the Bank while providing analytical and administrative support to the commercial, commercial real estate, and consumer lending departments of the bank. In addition, they lead the credit analyst team and work directly with the Chief Credit Officer. Other major responsibilities include mentoring/training other credit analysts, conducting credit investigations, conducting financial analysis, managing loans, and managing early warning systems. Essential Duties and Responsibilities: Analyze financial statements and demonstrate comprehensive knowledge of theories, laws, and policies governing commercial credit, commercial banking, and banking policies. Create comprehensive and concise analyses of the risks and mitigations associated with complex commercial loan requests by reviewing and analyzing the borrower's financial statements, including income statements, cash flow statements, balance sheets, tax returns, personal financial statements, and collateral appraisal reports. Assess the financial condition of collateral guarantors and prepare sensitivity analyses. Conduct market and industry analyses (customers, competitors, suppliers, and new entrants). Contribute to the development of policy and procedures that safeguard the Bank's commercial credit operations. Propose alternative loan structures Oversee the completion of projects including planning, assigning, monitoring, and reviewing progress and accuracy of work, as well as evaluating results. Understand the policies and procedures of the bank/creditor. Work on multiple projects simultaneously, managing time and resources efficiently and within established deadlines. Provide borrowers with financial statement information by utilizing appropriate software programs, review financial analysis reports, and act as a technical resource for credit software. Keep up-to-date on new laws and regulations affecting the organization's credit practices. A recommendation for a change in risk grade should be made. Providing and maintaining credit obligations reports for Bank customers. Provide mentorship to interns and analyst interns. Perform Loan Reviews as requested by the Lead Loan Review Analyst or Credit Administration Manager. Qualifications: Knowledge of banking industry practices relative to commercial banking. Proven superior analytical skills Strong negotiating skills Strong written, verbal and interpersonal skills; ability to maintain confidentiality of information, as appropriate. Understanding of the components of the most complex financial statements and personal/corporate tax returns. Proficiency with Microsoft Office products (Word, Excel, Access, Power Point, etc.) and financial statement spreading software is required. A high level of initiative, thoroughness, accuracy and organizational skills required. Detail oriented with effective judgment and time management. Ability to work well independently. Ability to coach and develop others. Ability to provide feedback/train new credit analysts. Ability to plan and conduct special projects or assignments. Education and/or Education: 5-7 years prior credit analysis experience Bachelor's Degree. Business, finance, accounting major preferred, other majors with a business minor also acceptable; or equivalent experience. Technology: Expert computer skills, inclusive of experience with loan origination software and MS Office applications (specifically MS Word and Excel). Expert understanding of various business intelligence/database tools and applications. Certificates, Licenses and Registrations: Required or preferred certifications Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at . Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster HERE .
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Senior Credit Analyst Job Description: Summary Senior Credit Analysts serve as a representative of the Bank while providing analytical and administrative support to the commercial, commercial real estate, and consumer lending departments of the bank. In addition, they lead the credit analyst team and work directly with the Chief Credit Officer. Other major responsibilities include mentoring/training other credit analysts, conducting credit investigations, conducting financial analysis, managing loans, and managing early warning systems. Essential Duties and Responsibilities: Analyze financial statements and demonstrate comprehensive knowledge of theories, laws, and policies governing commercial credit, commercial banking, and banking policies. Create comprehensive and concise analyses of the risks and mitigations associated with complex commercial loan requests by reviewing and analyzing the borrower's financial statements, including income statements, cash flow statements, balance sheets, tax returns, personal financial statements, and collateral appraisal reports. Assess the financial condition of collateral guarantors and prepare sensitivity analyses. Conduct market and industry analyses (customers, competitors, suppliers, and new entrants). Contribute to the development of policy and procedures that safeguard the Bank's commercial credit operations. Propose alternative loan structures Oversee the completion of projects including planning, assigning, monitoring, and reviewing progress and accuracy of work, as well as evaluating results. Understand the policies and procedures of the bank/creditor. Work on multiple projects simultaneously, managing time and resources efficiently and within established deadlines. Provide borrowers with financial statement information by utilizing appropriate software programs, review financial analysis reports, and act as a technical resource for credit software. Keep up-to-date on new laws and regulations affecting the organization's credit practices. A recommendation for a change in risk grade should be made. Providing and maintaining credit obligations reports for Bank customers. Provide mentorship to interns and analyst interns. Perform Loan Reviews as requested by the Lead Loan Review Analyst or Credit Administration Manager. Qualifications: Knowledge of banking industry practices relative to commercial banking. Proven superior analytical skills Strong negotiating skills Strong written, verbal and interpersonal skills; ability to maintain confidentiality of information, as appropriate. Understanding of the components of the most complex financial statements and personal/corporate tax returns. Proficiency with Microsoft Office products (Word, Excel, Access, Power Point, etc.) and financial statement spreading software is required. A high level of initiative, thoroughness, accuracy and organizational skills required. Detail oriented with effective judgment and time management. Ability to work well independently. Ability to coach and develop others. Ability to provide feedback/train new credit analysts. Ability to plan and conduct special projects or assignments. Education and/or Education: 5-7 years prior credit analysis experience Bachelor's Degree. Business, finance, accounting major preferred, other majors with a business minor also acceptable; or equivalent experience. Technology: Expert computer skills, inclusive of experience with loan origination software and MS Office applications (specifically MS Word and Excel). Expert understanding of various business intelligence/database tools and applications. Certificates, Licenses and Registrations: Required or preferred certifications Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at . Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster HERE .
04/18/2024
Full time
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Senior Credit Analyst Job Description: Summary Senior Credit Analysts serve as a representative of the Bank while providing analytical and administrative support to the commercial, commercial real estate, and consumer lending departments of the bank. In addition, they lead the credit analyst team and work directly with the Chief Credit Officer. Other major responsibilities include mentoring/training other credit analysts, conducting credit investigations, conducting financial analysis, managing loans, and managing early warning systems. Essential Duties and Responsibilities: Analyze financial statements and demonstrate comprehensive knowledge of theories, laws, and policies governing commercial credit, commercial banking, and banking policies. Create comprehensive and concise analyses of the risks and mitigations associated with complex commercial loan requests by reviewing and analyzing the borrower's financial statements, including income statements, cash flow statements, balance sheets, tax returns, personal financial statements, and collateral appraisal reports. Assess the financial condition of collateral guarantors and prepare sensitivity analyses. Conduct market and industry analyses (customers, competitors, suppliers, and new entrants). Contribute to the development of policy and procedures that safeguard the Bank's commercial credit operations. Propose alternative loan structures Oversee the completion of projects including planning, assigning, monitoring, and reviewing progress and accuracy of work, as well as evaluating results. Understand the policies and procedures of the bank/creditor. Work on multiple projects simultaneously, managing time and resources efficiently and within established deadlines. Provide borrowers with financial statement information by utilizing appropriate software programs, review financial analysis reports, and act as a technical resource for credit software. Keep up-to-date on new laws and regulations affecting the organization's credit practices. A recommendation for a change in risk grade should be made. Providing and maintaining credit obligations reports for Bank customers. Provide mentorship to interns and analyst interns. Perform Loan Reviews as requested by the Lead Loan Review Analyst or Credit Administration Manager. Qualifications: Knowledge of banking industry practices relative to commercial banking. Proven superior analytical skills Strong negotiating skills Strong written, verbal and interpersonal skills; ability to maintain confidentiality of information, as appropriate. Understanding of the components of the most complex financial statements and personal/corporate tax returns. Proficiency with Microsoft Office products (Word, Excel, Access, Power Point, etc.) and financial statement spreading software is required. A high level of initiative, thoroughness, accuracy and organizational skills required. Detail oriented with effective judgment and time management. Ability to work well independently. Ability to coach and develop others. Ability to provide feedback/train new credit analysts. Ability to plan and conduct special projects or assignments. Education and/or Education: 5-7 years prior credit analysis experience Bachelor's Degree. Business, finance, accounting major preferred, other majors with a business minor also acceptable; or equivalent experience. Technology: Expert computer skills, inclusive of experience with loan origination software and MS Office applications (specifically MS Word and Excel). Expert understanding of various business intelligence/database tools and applications. Certificates, Licenses and Registrations: Required or preferred certifications Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at . Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster HERE .
Asian Infrastructure Investment Bank
New York, New York
Treasury Officer, Reporting and Analytics The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is financing the Infrastructure for Tomorrow-infrastructure with sustainability at its core. We began operations in Beijing in January 2016 and have since grown to 109 approved Members worldwide. We are capitalized at USD100 billion and AAA rated by the major international credit rating agencies. Collaborating with partners, AIIB meets clients' needs by unlocking new capital and investing in infrastructure that is green, technology-enabled and promotes regional connectivity. The Treasury Officer - Reporting & Analytics reports to the Head of Strategic Planning and Middle Office, Office of the Treasurer. The incumbent will support senior Treasury staff in reconciling data from multiple systems, testing system feeds, developing and performing treasury performance report, and conducting ad hoc analysis per senior management request. Other duties include supporting the operation of short- and long-term financial projections, operational tasks and documentation. Primary Responsibilities: Reconcile and transform large amounts of data across multiple system platforms and sources. Conduct gap analysis and data validation, identifying possible issues in data submission. Work closely with Treasury staff and other department stakeholders to understand business processes and data requirements that will aid in the delivery of information (automated when possible) to support staff in making data-driven/informed decisions. Integrate valuation reporting and analysis to Treasury-wide performance reports. Respond promptly to analytic requests from Management, generated in the requested format or, alternatively, in a format that would be most useful for the intended purpose. Design, maintain and analyze Treasury's financial information to provide timely support for the preparation of AIIB's financial statements. Develop and automate analytics including Power BI reports, Dashboards, and data visualizations. Support senior Treasury staff in maintaining internal SQL databases. In particular, create tables, build T-SQL queries, user-defined functions, view, and stored procedures. Ensure proper documentation of Treasury reports. Provide back-up on production of Treasury reports. Contribute proactively to the improvement of the effectiveness and efficiency of the Treasury function by leveraging technology, driving automation and defining best-in-class processes & procedures. Required Qualifications/Skills: Master's degree in finance. Bachelor's degree accepted if accompanied by a Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Chartered Accountant (CA) qualification. At least 8 years or more of relevant practical experience in finance area, preferably in banking industry and/or multilateral development bank. Solid analytical skills with capability in managing large amounts of data. Good working knowledge of Bloomberg and Treasury management systems. Good working knowledge of SQL Server / SQL Azure and T-SQL query languages. Knowledge of Python, VBA, API and familiarity with DBA activities preferred. Sound product knowledge of Treasury and Banking products with an understanding of market terms of practices. Team player and ability to communicate well with others. Must be able to handle pressure well and to adhere to strict deadlines. Strong organizational, critical thinking and customer service skills. Effective written and verbal communication skills in English. AIIB is committed to diversity, transparency and inclusion. We believe our strength comes from having a team with the right diverse skills, experiences and abilities selected through a merit-based competitive process. We actively encourage applications from people from both within and outside AIIB members, regardless of nationality, religion, gender, race, disability or sexual orientation. Join us and help create a prosperous and sustainable Asia while growing your career in a diverse and innovative environment. Previous experience and qualifications will determine the grade and job title at which successful applicants will enter AIIB. ALL CURRENT VACANCIES Closing Date: All opportunities close at 11:59 p.m. (GMT+8) on the dates listed. Job Type: Recruitment of staff is conducted through a merit-based competitive selection process. AIIB shall strive to provide employment opportunities open to all suitably qualified applicants, regardless of religion, gender, race, disability, sexual orientation or nationality.
04/18/2024
Full time
Treasury Officer, Reporting and Analytics The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is financing the Infrastructure for Tomorrow-infrastructure with sustainability at its core. We began operations in Beijing in January 2016 and have since grown to 109 approved Members worldwide. We are capitalized at USD100 billion and AAA rated by the major international credit rating agencies. Collaborating with partners, AIIB meets clients' needs by unlocking new capital and investing in infrastructure that is green, technology-enabled and promotes regional connectivity. The Treasury Officer - Reporting & Analytics reports to the Head of Strategic Planning and Middle Office, Office of the Treasurer. The incumbent will support senior Treasury staff in reconciling data from multiple systems, testing system feeds, developing and performing treasury performance report, and conducting ad hoc analysis per senior management request. Other duties include supporting the operation of short- and long-term financial projections, operational tasks and documentation. Primary Responsibilities: Reconcile and transform large amounts of data across multiple system platforms and sources. Conduct gap analysis and data validation, identifying possible issues in data submission. Work closely with Treasury staff and other department stakeholders to understand business processes and data requirements that will aid in the delivery of information (automated when possible) to support staff in making data-driven/informed decisions. Integrate valuation reporting and analysis to Treasury-wide performance reports. Respond promptly to analytic requests from Management, generated in the requested format or, alternatively, in a format that would be most useful for the intended purpose. Design, maintain and analyze Treasury's financial information to provide timely support for the preparation of AIIB's financial statements. Develop and automate analytics including Power BI reports, Dashboards, and data visualizations. Support senior Treasury staff in maintaining internal SQL databases. In particular, create tables, build T-SQL queries, user-defined functions, view, and stored procedures. Ensure proper documentation of Treasury reports. Provide back-up on production of Treasury reports. Contribute proactively to the improvement of the effectiveness and efficiency of the Treasury function by leveraging technology, driving automation and defining best-in-class processes & procedures. Required Qualifications/Skills: Master's degree in finance. Bachelor's degree accepted if accompanied by a Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Chartered Accountant (CA) qualification. At least 8 years or more of relevant practical experience in finance area, preferably in banking industry and/or multilateral development bank. Solid analytical skills with capability in managing large amounts of data. Good working knowledge of Bloomberg and Treasury management systems. Good working knowledge of SQL Server / SQL Azure and T-SQL query languages. Knowledge of Python, VBA, API and familiarity with DBA activities preferred. Sound product knowledge of Treasury and Banking products with an understanding of market terms of practices. Team player and ability to communicate well with others. Must be able to handle pressure well and to adhere to strict deadlines. Strong organizational, critical thinking and customer service skills. Effective written and verbal communication skills in English. AIIB is committed to diversity, transparency and inclusion. We believe our strength comes from having a team with the right diverse skills, experiences and abilities selected through a merit-based competitive process. We actively encourage applications from people from both within and outside AIIB members, regardless of nationality, religion, gender, race, disability or sexual orientation. Join us and help create a prosperous and sustainable Asia while growing your career in a diverse and innovative environment. Previous experience and qualifications will determine the grade and job title at which successful applicants will enter AIIB. ALL CURRENT VACANCIES Closing Date: All opportunities close at 11:59 p.m. (GMT+8) on the dates listed. Job Type: Recruitment of staff is conducted through a merit-based competitive selection process. AIIB shall strive to provide employment opportunities open to all suitably qualified applicants, regardless of religion, gender, race, disability, sexual orientation or nationality.
Title: Senior Business Analyst Location: 100% remote in the US Term: long term contract, contract to hire Summary: The main function of Senior Business Analyst position is to work as part of a Platform product team and perform business analyses for assigned product(s) in order to ensure that the platform meets the needs of the business communities it will serve Be able to represent the business user to the delivery team and anticipate the needs of the end user Envision and harmonize feature requirements to ensure that platform optimally meets needs of the disparate business organizations and processes it supports Help drive platform transformation to integrate functionality that more effectively facilitates core business needs. Job Responsibilities: Bachelor's degree in a technical field such as computer science, computer engineering or related field required (Master's Degree Preferred) Work with senior management, technical and client teams in order to determine requirements Work closely with Product Managers and BA's who represent platform users' lines of business to determine platform requirements Ability to communicate concepts and work with UI/UX designer as part of requirements definition process Perform the analysis, design, implementation, modification, and daily functional support of all applications Determine the requirements for features and/or enhancements using techniques such as user interviews, group feedback sessions, and direct observation Spend time with end-users to gain an appreciation of the work they perform and how they use your product Document new feature and enhancement requirements including technical information (e.g., data requirements, state diagrams, etc). Drive continual product improvements based on ongoing customer research and usability studies Works with key stakeholders within all business functions to align technology solutions with business strategies Support the development team during development by clarifying requirements, providing feedback, and testing changes Support end-user feedback activities, such as user acceptance testing, training, documentation, and demonstrations Perform user support tasks Qualifications: Bachelor's degree in a technical field such as computer science, computer engineering or related field required Product minded individual with about 5+ years of experience as an analyst/product owner/product manager Familiarity with software development processes, especially Agile SCRUM and creating common artifacts Ability to envision a product or feature and communicate it to all levels of business and technical teams using wireframes, documentation, and presentations, as appropriate Able to generate creative, simple solutions to complex problems Basic knowledge of SQL and programming languages in order to comprehend reading code and run queries Learn new processes quickly Ability to exercise good judgment in selecting methods and techniques for obtaining solutions Ability to quickly solve problems and understand complex details Ability to analyze complex situations and problems and do the necessary research using multiple sources of information to arrive at innovative solutions Strong written and oral communication skills Strong troubleshooting and problem solving skills Must be available for travel when necessary (Primarily New York City) Other Skills/Interests: Financial Industry experience. Masters of Business Administration (MBA) Experience working with AWS Product Integration Experience ConsultNet is an Equal Opportunity Employer Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, citizenship, disability, age, military or veteran status, and other characteristics protected under federal, state and local law.
04/18/2024
Full time
Title: Senior Business Analyst Location: 100% remote in the US Term: long term contract, contract to hire Summary: The main function of Senior Business Analyst position is to work as part of a Platform product team and perform business analyses for assigned product(s) in order to ensure that the platform meets the needs of the business communities it will serve Be able to represent the business user to the delivery team and anticipate the needs of the end user Envision and harmonize feature requirements to ensure that platform optimally meets needs of the disparate business organizations and processes it supports Help drive platform transformation to integrate functionality that more effectively facilitates core business needs. Job Responsibilities: Bachelor's degree in a technical field such as computer science, computer engineering or related field required (Master's Degree Preferred) Work with senior management, technical and client teams in order to determine requirements Work closely with Product Managers and BA's who represent platform users' lines of business to determine platform requirements Ability to communicate concepts and work with UI/UX designer as part of requirements definition process Perform the analysis, design, implementation, modification, and daily functional support of all applications Determine the requirements for features and/or enhancements using techniques such as user interviews, group feedback sessions, and direct observation Spend time with end-users to gain an appreciation of the work they perform and how they use your product Document new feature and enhancement requirements including technical information (e.g., data requirements, state diagrams, etc). Drive continual product improvements based on ongoing customer research and usability studies Works with key stakeholders within all business functions to align technology solutions with business strategies Support the development team during development by clarifying requirements, providing feedback, and testing changes Support end-user feedback activities, such as user acceptance testing, training, documentation, and demonstrations Perform user support tasks Qualifications: Bachelor's degree in a technical field such as computer science, computer engineering or related field required Product minded individual with about 5+ years of experience as an analyst/product owner/product manager Familiarity with software development processes, especially Agile SCRUM and creating common artifacts Ability to envision a product or feature and communicate it to all levels of business and technical teams using wireframes, documentation, and presentations, as appropriate Able to generate creative, simple solutions to complex problems Basic knowledge of SQL and programming languages in order to comprehend reading code and run queries Learn new processes quickly Ability to exercise good judgment in selecting methods and techniques for obtaining solutions Ability to quickly solve problems and understand complex details Ability to analyze complex situations and problems and do the necessary research using multiple sources of information to arrive at innovative solutions Strong written and oral communication skills Strong troubleshooting and problem solving skills Must be available for travel when necessary (Primarily New York City) Other Skills/Interests: Financial Industry experience. Masters of Business Administration (MBA) Experience working with AWS Product Integration Experience ConsultNet is an Equal Opportunity Employer Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, citizenship, disability, age, military or veteran status, and other characteristics protected under federal, state and local law.
Job Description: Senior Software Engineer - Cyber Fraud Capability Fidelity's Financial Intelligence Unit is seeking an experienced, highly motivated engineer with a passion for building and operating technologies. The successful candidate will build, implement, and maintain hybrid cloud applications ensuring highly reliable, scalable, and resilient systems. Responsibility will also include performing independent and sophisticated technical and data analysis for multiple fraud management applications. Required Technical Skills • Experience building modern cloud-based ML applications, following software engineering standard processes across the development lifecycle, including agile methodologies, coding standards, common design patterns, code reviews, secure application development and test coverage, build, release and deploy processes, incorporating automation as required. • Experience with database technologies and concepts in heterogeneous environment such as DynamoDB, MongoDB, Postgres, MariaDB, DB2, Snowflake, or Microsoft SQL. • Experience with server-side/mid-tier languages, frameworks, libraries, and related technologies: Python, Flask, Java EE, Apache Tomcat, Spring MVC/Spring Boot, Logback, SL4J. • Experience with API development and microservices architecture (REST, GraphQL), RESTful service consumption and integration, Kafka or data streaming platforms. • Proven experience analyzing data for business metrics, producing deep insights and charts. Data science ML engineering background preferred. • 3+ years of technical experience relevant to this position. • Education in Computer Science, or equivalent field. Other Desired Skills • Self-starter, who can challenge status-quo, is curious and not afraid to ask "why?" and "what if?", self-motivated to deliver high quality work in a timely manner. • Critical thinking skills coupled with a desire for growth, to learn, engage and collaborate with peers in technical design discussions, developing, deploying, and supporting key applications and features. • Ability to function in a fast-paced environment with dynamic priorities, switching tasks if needed, building solutions collaboratively with others across the organization. • Strong analytical and problem resolution skills, be able to do research, find answers to technical challenges, and learn new techniques. • Flexible, working outside normal business hours for operational support as needed. • Ability to translate and communicate sophisticated topics to non-technical audiences. Value You Will Deliver • Develop, test, build and support applications within a hybrid cloud environment that spans multi-tenant private datacenters and public cloud. • Perform independent data and functional analysis from multiple applications, communicating insights with business partners and fraud analysts. • Coordinate engineering activities with team members to ensure a smooth roll out of software functionality and changes. • Implement, maintain, and improve system monitoring and alerting. Track and measure application results and performance metrics. • Coordinate timely resolution of problem tickets, incident tickets and security findings, and provide systems support including responding to alerts. • Stay on top of the latest engineering trends and practices, experiment, learn and share knowledge as appropriate. The Team Financial Intelligence Unit strives to protect Fidelity businesses, clients, customers, and reputation by providing effective and timely fraud surveillance and investigative services, optimally balancing risk and customer experience. We build solutions to detect suspicious activity and prevent fraud in the enterprise-wide financial products and services, using automation tools, APIs, and fraud risk mitigation capabilities working closely with Investigators, Surveillance Analysts and other technology groups including enterprise cyber security teams, assembling, and analyzing fraud and risk signals in real time. Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working." We invite you to Find Your Fidelity at Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to or by calling , prompt 2, option 3. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
04/18/2024
Full time
Job Description: Senior Software Engineer - Cyber Fraud Capability Fidelity's Financial Intelligence Unit is seeking an experienced, highly motivated engineer with a passion for building and operating technologies. The successful candidate will build, implement, and maintain hybrid cloud applications ensuring highly reliable, scalable, and resilient systems. Responsibility will also include performing independent and sophisticated technical and data analysis for multiple fraud management applications. Required Technical Skills • Experience building modern cloud-based ML applications, following software engineering standard processes across the development lifecycle, including agile methodologies, coding standards, common design patterns, code reviews, secure application development and test coverage, build, release and deploy processes, incorporating automation as required. • Experience with database technologies and concepts in heterogeneous environment such as DynamoDB, MongoDB, Postgres, MariaDB, DB2, Snowflake, or Microsoft SQL. • Experience with server-side/mid-tier languages, frameworks, libraries, and related technologies: Python, Flask, Java EE, Apache Tomcat, Spring MVC/Spring Boot, Logback, SL4J. • Experience with API development and microservices architecture (REST, GraphQL), RESTful service consumption and integration, Kafka or data streaming platforms. • Proven experience analyzing data for business metrics, producing deep insights and charts. Data science ML engineering background preferred. • 3+ years of technical experience relevant to this position. • Education in Computer Science, or equivalent field. Other Desired Skills • Self-starter, who can challenge status-quo, is curious and not afraid to ask "why?" and "what if?", self-motivated to deliver high quality work in a timely manner. • Critical thinking skills coupled with a desire for growth, to learn, engage and collaborate with peers in technical design discussions, developing, deploying, and supporting key applications and features. • Ability to function in a fast-paced environment with dynamic priorities, switching tasks if needed, building solutions collaboratively with others across the organization. • Strong analytical and problem resolution skills, be able to do research, find answers to technical challenges, and learn new techniques. • Flexible, working outside normal business hours for operational support as needed. • Ability to translate and communicate sophisticated topics to non-technical audiences. Value You Will Deliver • Develop, test, build and support applications within a hybrid cloud environment that spans multi-tenant private datacenters and public cloud. • Perform independent data and functional analysis from multiple applications, communicating insights with business partners and fraud analysts. • Coordinate engineering activities with team members to ensure a smooth roll out of software functionality and changes. • Implement, maintain, and improve system monitoring and alerting. Track and measure application results and performance metrics. • Coordinate timely resolution of problem tickets, incident tickets and security findings, and provide systems support including responding to alerts. • Stay on top of the latest engineering trends and practices, experiment, learn and share knowledge as appropriate. The Team Financial Intelligence Unit strives to protect Fidelity businesses, clients, customers, and reputation by providing effective and timely fraud surveillance and investigative services, optimally balancing risk and customer experience. We build solutions to detect suspicious activity and prevent fraud in the enterprise-wide financial products and services, using automation tools, APIs, and fraud risk mitigation capabilities working closely with Investigators, Surveillance Analysts and other technology groups including enterprise cyber security teams, assembling, and analyzing fraud and risk signals in real time. Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working." We invite you to Find Your Fidelity at Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to or by calling , prompt 2, option 3. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
Job Description: The Team The Regulatory Reporting Technology team is part of the broader Fidelity Brokerage Technology group. As a team we partner closely with Fidelity Capital Markets (FCM) to build and maintain regulatory reporting capabilities to meet the strict requirements of our regulators. As a team, we strive to deliver innovative, end to end technical/data solutions for our partners. The Role As a Senior System Analyst, you will work within the Regulatory Reporting Technology team to design and analyze data to build distributed and cloud-based, mission critical brokerage applications for the enterprise. You will be collaborating with the Regulatory Reporting Business team and other Brokerage Technology teams to develop applications for reporting across multiple assets classes with very high levels of Regulatory scrutiny. Examine and analyze existing IT systems and business models and identify requirements Data research and validation for new deployment Identify and document internal and external dependencies for cloud migration Document technical and non-technical dependencies for multiple environments/applications Partner with Cloud/QA/Product architects and document environment stability requirements. Produce use case documents, functional solutions and system diagramming Maintain security patching across applications Develop subject matter expertise for assigned components Provide systems analysis support on an Agile team that includes multiple business and technology partners (cross business unit, cross domain). Work with business and technology partners to define the scope of problems/issues, in terms of business and/or system requirements and processes Collaborate with multiple other Agile teams to lead dependencies and scope. The Expertise and Skills You Bring Bachelor's degree required. Technology-related discipline preferred 7+ years systems analysis experience Experience with systems development methodologies and formal documentation processes. Agile/Scrum/Kanban experience is expected Brokerage or Financial Services experience preferred Basic understanding of database structure and design preferred Basic understanding of cloud technologies preferred Proactive, diligent, teammate who understands how systems applications can provide solutions to business problems and objectives Strong analytical, communication, and interpersonal skills including negotiation and influence Ability to multi-task across a variety of tasks and responsibilities Ability to effectively take the lead on issues, and gain resolution in a timely manner An understanding of how systems applications can provide solutions to business problems and objectives The base salary range for this position is $76,000-$144,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
04/18/2024
Full time
Job Description: The Team The Regulatory Reporting Technology team is part of the broader Fidelity Brokerage Technology group. As a team we partner closely with Fidelity Capital Markets (FCM) to build and maintain regulatory reporting capabilities to meet the strict requirements of our regulators. As a team, we strive to deliver innovative, end to end technical/data solutions for our partners. The Role As a Senior System Analyst, you will work within the Regulatory Reporting Technology team to design and analyze data to build distributed and cloud-based, mission critical brokerage applications for the enterprise. You will be collaborating with the Regulatory Reporting Business team and other Brokerage Technology teams to develop applications for reporting across multiple assets classes with very high levels of Regulatory scrutiny. Examine and analyze existing IT systems and business models and identify requirements Data research and validation for new deployment Identify and document internal and external dependencies for cloud migration Document technical and non-technical dependencies for multiple environments/applications Partner with Cloud/QA/Product architects and document environment stability requirements. Produce use case documents, functional solutions and system diagramming Maintain security patching across applications Develop subject matter expertise for assigned components Provide systems analysis support on an Agile team that includes multiple business and technology partners (cross business unit, cross domain). Work with business and technology partners to define the scope of problems/issues, in terms of business and/or system requirements and processes Collaborate with multiple other Agile teams to lead dependencies and scope. The Expertise and Skills You Bring Bachelor's degree required. Technology-related discipline preferred 7+ years systems analysis experience Experience with systems development methodologies and formal documentation processes. Agile/Scrum/Kanban experience is expected Brokerage or Financial Services experience preferred Basic understanding of database structure and design preferred Basic understanding of cloud technologies preferred Proactive, diligent, teammate who understands how systems applications can provide solutions to business problems and objectives Strong analytical, communication, and interpersonal skills including negotiation and influence Ability to multi-task across a variety of tasks and responsibilities Ability to effectively take the lead on issues, and gain resolution in a timely manner An understanding of how systems applications can provide solutions to business problems and objectives The base salary range for this position is $76,000-$144,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3. We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
Fidelity TalentSource LLC
Merrimack, New Hampshire
Job Description: The Role As a Senior Business Analyst, you will be responsible for refining, improving, and driving the service resiliency strategy for long-term sustainability based on data and trends. Using best-in-class data platforms and tools, including Excel, PowerBI, PowerApps you will help redefine IT operations with an IT Service Management point of view and maturity. Your recommendations will be based on data and trend analysis and help define and transform IT operations. You will expand on your knowledge of Service Improvement, apply documented processes to identify, prioritize, manage, measure, and report improvement activities on an ongoing basis. Partner with key business and technology stakeholders to drive and participate in ensuring data quality and consistency. Demonstrate solid attention to detail, ability to evaluate problems, and exhibit a methodical approach to solutions. Embrace an open-minded outlook and adapt to change; also be a champion of change inside the organization. Apply documented processes to identify, prioritize, manage, measure, and report improvement activities on an ongoing basis. Evaluate problems and exhibit a methodical approach to solutions will be key in ensuring data quality and consistency. Skills & Expertise You Bring Bachelor's degree or equivalent. 3+ years of experience in an Operations, Business Analysis, and/or Data Analyst role. Proven project management skills and advanced proficiency in Microsoft Office applications (ie Excel, PowerBI and PowerApps ). IT Service Management (ITSM) ServiceNow experience (preferred), including knowledge of the ServiceNow Data Model and Performance Analytics. Excellent verbal and written communication skills, with the ability to communicate successfully with multiple levels internally and externally to the organization. Ability to work well on teams and in cross-collaborative environments, both internally and externally. Comfortable with ambiguity and consistently able to find a path through it. Prepared to roll up your sleeves and get into the details, producing challenging new points of view based on data and facts. The Team The ITSM Center of Excellence (COE) team defines and ensures alignment and adherence of enterprise ITSM processes to organizational best practices and applicable ITIL standards. This team is accountable for overall ITSM governance across all functions to ensure business needs are met, including program tracking, roadmaps, implementation, training, and reporting. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.
04/18/2024
Full time
Job Description: The Role As a Senior Business Analyst, you will be responsible for refining, improving, and driving the service resiliency strategy for long-term sustainability based on data and trends. Using best-in-class data platforms and tools, including Excel, PowerBI, PowerApps you will help redefine IT operations with an IT Service Management point of view and maturity. Your recommendations will be based on data and trend analysis and help define and transform IT operations. You will expand on your knowledge of Service Improvement, apply documented processes to identify, prioritize, manage, measure, and report improvement activities on an ongoing basis. Partner with key business and technology stakeholders to drive and participate in ensuring data quality and consistency. Demonstrate solid attention to detail, ability to evaluate problems, and exhibit a methodical approach to solutions. Embrace an open-minded outlook and adapt to change; also be a champion of change inside the organization. Apply documented processes to identify, prioritize, manage, measure, and report improvement activities on an ongoing basis. Evaluate problems and exhibit a methodical approach to solutions will be key in ensuring data quality and consistency. Skills & Expertise You Bring Bachelor's degree or equivalent. 3+ years of experience in an Operations, Business Analysis, and/or Data Analyst role. Proven project management skills and advanced proficiency in Microsoft Office applications (ie Excel, PowerBI and PowerApps ). IT Service Management (ITSM) ServiceNow experience (preferred), including knowledge of the ServiceNow Data Model and Performance Analytics. Excellent verbal and written communication skills, with the ability to communicate successfully with multiple levels internally and externally to the organization. Ability to work well on teams and in cross-collaborative environments, both internally and externally. Comfortable with ambiguity and consistently able to find a path through it. Prepared to roll up your sleeves and get into the details, producing challenging new points of view based on data and facts. The Team The ITSM Center of Excellence (COE) team defines and ensures alignment and adherence of enterprise ITSM processes to organizational best practices and applicable ITIL standards. This team is accountable for overall ITSM governance across all functions to ensure business needs are met, including program tracking, roadmaps, implementation, training, and reporting. Certifications: Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you ve always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.
JOB SUMMARY Senior Analyst responsible for supporting HQDA G-37 Training Directorate (HQDA) in support of Army Training. Coordinates with stakeholders in order to consolidates the requirements providing the Training Program Evaluation Group (TT - PEG) with complete information needed to make decisions on validating requirements and funding levels. Continues as the subject matter expert on all issues relating to POM, BES, and President Budget Cycles. Evaluates training resource courses of action and Army leader decisions for impacts on training. Prepares and communicates information in support of Army decisions in areas involving training resources. Supports recurring HQDA Training meetings and conferences with administrative support and note-taking as required. Performs other duties as assigned. ESSENTIAL FUNCTIONS • Supports HQDA G-37 Training Directorate, in the Pentagon in the development, analysis, and review of Army training requirements and policies. • Completes and updates reports as needed. • Supports data requests from MDEP managers and other analysts. • Provides analysis of Army training data as required. • Provides support in the development of responses for OSD and Congressional inquiries. EDUCATION AND EXPERIENCE • Four year degree (BA or BS) from an accredited university or college or 15 years Army Experience • Experience in a field related to Army civilian or military training, doctrine, or resource management • Required Secret clearance KNOWLEDGE/SKILLS/ABILITIES • Proficiency in MS Office Applications/Excel-Pivot Tables • Working knowledge of PPBE, MDEPs, and AMSCO structure preferred but not required • Basic knowledge of mathematical methods and techniques • Ability to perform basic mathematical computations • Working knowledge of business English, spelling, grammar and punctuation • Working knowledge of modern office practices, procedures, systems and equipment. • Ability to understand and interpret Army policies and procedures • Ability to communicate effectively both orally and in writing • Ability to maintain poise and courtesy under pressure; to handle sensitive and confidential matters with discretion and tact • Ability to organize and execute multiple assignments under specific time constraints with general instructions • Ability to operate standard office equipment and keyboards. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, depth perception and ability to adjust focus. WORK ENVIRONMENT: All employees are responsible for their own safety, as well as that of others in the workplace. To help us maintain a safe workplace, everyone must be safety-conscious at all times. This position is performed in a typical office environment. The noise level in the work environment is usually quiet to moderate. Safe use of equipment, as well as safe practices is essential. DISABILITY SPECIFICATIONS: TAPE will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990. EOE, Including Disability/Vets
04/18/2024
Full time
JOB SUMMARY Senior Analyst responsible for supporting HQDA G-37 Training Directorate (HQDA) in support of Army Training. Coordinates with stakeholders in order to consolidates the requirements providing the Training Program Evaluation Group (TT - PEG) with complete information needed to make decisions on validating requirements and funding levels. Continues as the subject matter expert on all issues relating to POM, BES, and President Budget Cycles. Evaluates training resource courses of action and Army leader decisions for impacts on training. Prepares and communicates information in support of Army decisions in areas involving training resources. Supports recurring HQDA Training meetings and conferences with administrative support and note-taking as required. Performs other duties as assigned. ESSENTIAL FUNCTIONS • Supports HQDA G-37 Training Directorate, in the Pentagon in the development, analysis, and review of Army training requirements and policies. • Completes and updates reports as needed. • Supports data requests from MDEP managers and other analysts. • Provides analysis of Army training data as required. • Provides support in the development of responses for OSD and Congressional inquiries. EDUCATION AND EXPERIENCE • Four year degree (BA or BS) from an accredited university or college or 15 years Army Experience • Experience in a field related to Army civilian or military training, doctrine, or resource management • Required Secret clearance KNOWLEDGE/SKILLS/ABILITIES • Proficiency in MS Office Applications/Excel-Pivot Tables • Working knowledge of PPBE, MDEPs, and AMSCO structure preferred but not required • Basic knowledge of mathematical methods and techniques • Ability to perform basic mathematical computations • Working knowledge of business English, spelling, grammar and punctuation • Working knowledge of modern office practices, procedures, systems and equipment. • Ability to understand and interpret Army policies and procedures • Ability to communicate effectively both orally and in writing • Ability to maintain poise and courtesy under pressure; to handle sensitive and confidential matters with discretion and tact • Ability to organize and execute multiple assignments under specific time constraints with general instructions • Ability to operate standard office equipment and keyboards. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk and reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, depth perception and ability to adjust focus. WORK ENVIRONMENT: All employees are responsible for their own safety, as well as that of others in the workplace. To help us maintain a safe workplace, everyone must be safety-conscious at all times. This position is performed in a typical office environment. The noise level in the work environment is usually quiet to moderate. Safe use of equipment, as well as safe practices is essential. DISABILITY SPECIFICATIONS: TAPE will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990. EOE, Including Disability/Vets
Heritage-Crystal Clean, Inc.
Hoffman Estates, Illinois
Crystal Clean (CC) is one of the nation's leading privately held companies in the environmental waste services industry. We are seeking highly motivated individuals with a strong work ethic to join our rapidly growing company. Crystal Clean offers competitive compensation, excellent benefits, and opportunities for advancement. We are willing to provide complete training for this opportunity! Purpose: The role of the Financial Analyst will be to gather, develop, translate and deliver financial information within the company. Primarily responsibilities will be to play an integral role in the budgeting and forecasting processes, along with financial modeling, reporting, treasury oversight and other ad-hoc projects. In addition, this role will be required to provide variance analysis on performance against budget and forecasts on a periodic basis by working closely with the Finance team as well as business unit leaders, controllers, operations managers and other functional leaders. Essential Duties: Forecasting & Budgeting: Participate heavily in the annual planning/budget process with accounting/finance department, senior management, and various department heads Understand the key drivers of business performance in each of Crystal Clean's lines of business and incorporate that knowledge into business planning Learn the current budgeting and forecasting models and contribute to ongoing development of the models for each line of business and Corporate expenses Develop an expert level of knowledge of the budgeting, forecasting and financial analysis software used by the company. Develop quarterly capital expenditure and cash flow forecasts Drive the budgeting process based on business metrics and measure the same for Actual vs. Plan and Actual vs. Forecast. Develop methodologies, dashboards, and models for lines of business budgeting and reporting. Drive simplification and standardization across the various functions of the company. Assist with preparing presentations and analytical material to be presented to Senior Management and the Board of Directors Oversee and manage the continued development of planning tools, business modeling, and dashboard reporting Financial Analysis/Ad-Hoc Analysis: Work with business leadership to analyze business opportunities, process improvement programs, and research of various industry/company trends. Provide in-depth return on investment analysis for intermediate to large capital expenditures Perform post-investment reviews on large capital expenditures to measure performance against expectation Prepare a variety of routine and specialized reports for management for use in analyzing efficiencies and profitability. Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures Supporting senior management team and departments heads with analysis as requested Treasury: Work with Finance & Treasury Manager and Sr. Financial Analyst on reconciling daily cash Develop and maintain relationships with different banking partners Oversee and analyze Crystal Clean's debt structure Perform adhoc payment processes (wire and ACH payments) Other Duties: Other duties as assigned Position Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The following requirements are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Core Competencies Exemplify Crystal Clean's values through safety, honesty, accountability, relationships, respect, inclusivity, and excellence Capability to conform to established schedules and deadlines Leadership and professionalism Ability to read and comprehend detailed financial statements Strong written and verbal communication abilities Excellent attention to detail and problem-solving skills. Present a positive image of Heritage-Crystal Clean to fellow employees, external contacts, and the general public Highest standards of accuracy and precision; highly organized. Ability to think creatively, highly driven and self-motivated Ability to interpret complex data. Must be able to prioritize. Ability to work under tight deadlines. Work Experience 1 to 3 years of work experience in Accounting/Finance, preferably with exposure to financial planning & analysis processes and systems Education, Certificates, Licenses, or Designations Bachelor's degree in finance, Accounting, or related field Specific Skills Excellent data mining skills required Strong analytical and quantitative skills Strong communication and interpersonal skills are essential to interface with Senior Management on a regular basis Financial analysis and budgeting skills Development of business planning models a strong plus Strong proficiency in Microsoft Excel NetSuite software experience is a plus Intermediate knowledge of other Microsoft Office applications Essbase experience a plus Work Environment: While performing essential duties of this position an individual regularly works indoors and may be required to sit for long periods. Individual will be required to regularly talk, hear, see and often reach with hands, stand, walk, use a computer keyboard, mouse, telephone, and other office equipment. Noise level of the environment is generally quiet. Reasonable accommodations may be made to enable individuals with disabilities to perform essential duties. Benefits Medical and Dental 401K Competitive salary Paid time off Short-term disability Life and accident insurance Advancement opportunities Employee Stock Purchase Plan Crystal Clean LLC is an Equal Opportunity Employer. Crystal Clean expressly values diversity, equity, and inclusion, and encourages the applications of individuals from diverse backgrounds, so that Crystal Clean reflects the communities and customers that we serve.
04/17/2024
Full time
Crystal Clean (CC) is one of the nation's leading privately held companies in the environmental waste services industry. We are seeking highly motivated individuals with a strong work ethic to join our rapidly growing company. Crystal Clean offers competitive compensation, excellent benefits, and opportunities for advancement. We are willing to provide complete training for this opportunity! Purpose: The role of the Financial Analyst will be to gather, develop, translate and deliver financial information within the company. Primarily responsibilities will be to play an integral role in the budgeting and forecasting processes, along with financial modeling, reporting, treasury oversight and other ad-hoc projects. In addition, this role will be required to provide variance analysis on performance against budget and forecasts on a periodic basis by working closely with the Finance team as well as business unit leaders, controllers, operations managers and other functional leaders. Essential Duties: Forecasting & Budgeting: Participate heavily in the annual planning/budget process with accounting/finance department, senior management, and various department heads Understand the key drivers of business performance in each of Crystal Clean's lines of business and incorporate that knowledge into business planning Learn the current budgeting and forecasting models and contribute to ongoing development of the models for each line of business and Corporate expenses Develop an expert level of knowledge of the budgeting, forecasting and financial analysis software used by the company. Develop quarterly capital expenditure and cash flow forecasts Drive the budgeting process based on business metrics and measure the same for Actual vs. Plan and Actual vs. Forecast. Develop methodologies, dashboards, and models for lines of business budgeting and reporting. Drive simplification and standardization across the various functions of the company. Assist with preparing presentations and analytical material to be presented to Senior Management and the Board of Directors Oversee and manage the continued development of planning tools, business modeling, and dashboard reporting Financial Analysis/Ad-Hoc Analysis: Work with business leadership to analyze business opportunities, process improvement programs, and research of various industry/company trends. Provide in-depth return on investment analysis for intermediate to large capital expenditures Perform post-investment reviews on large capital expenditures to measure performance against expectation Prepare a variety of routine and specialized reports for management for use in analyzing efficiencies and profitability. Analyze current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses and capital expenditures Supporting senior management team and departments heads with analysis as requested Treasury: Work with Finance & Treasury Manager and Sr. Financial Analyst on reconciling daily cash Develop and maintain relationships with different banking partners Oversee and analyze Crystal Clean's debt structure Perform adhoc payment processes (wire and ACH payments) Other Duties: Other duties as assigned Position Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The following requirements are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Core Competencies Exemplify Crystal Clean's values through safety, honesty, accountability, relationships, respect, inclusivity, and excellence Capability to conform to established schedules and deadlines Leadership and professionalism Ability to read and comprehend detailed financial statements Strong written and verbal communication abilities Excellent attention to detail and problem-solving skills. Present a positive image of Heritage-Crystal Clean to fellow employees, external contacts, and the general public Highest standards of accuracy and precision; highly organized. Ability to think creatively, highly driven and self-motivated Ability to interpret complex data. Must be able to prioritize. Ability to work under tight deadlines. Work Experience 1 to 3 years of work experience in Accounting/Finance, preferably with exposure to financial planning & analysis processes and systems Education, Certificates, Licenses, or Designations Bachelor's degree in finance, Accounting, or related field Specific Skills Excellent data mining skills required Strong analytical and quantitative skills Strong communication and interpersonal skills are essential to interface with Senior Management on a regular basis Financial analysis and budgeting skills Development of business planning models a strong plus Strong proficiency in Microsoft Excel NetSuite software experience is a plus Intermediate knowledge of other Microsoft Office applications Essbase experience a plus Work Environment: While performing essential duties of this position an individual regularly works indoors and may be required to sit for long periods. Individual will be required to regularly talk, hear, see and often reach with hands, stand, walk, use a computer keyboard, mouse, telephone, and other office equipment. Noise level of the environment is generally quiet. Reasonable accommodations may be made to enable individuals with disabilities to perform essential duties. Benefits Medical and Dental 401K Competitive salary Paid time off Short-term disability Life and accident insurance Advancement opportunities Employee Stock Purchase Plan Crystal Clean LLC is an Equal Opportunity Employer. Crystal Clean expressly values diversity, equity, and inclusion, and encourages the applications of individuals from diverse backgrounds, so that Crystal Clean reflects the communities and customers that we serve.
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Senior Credit Analyst Job Description: Summary Senior Credit Analysts serve as a representative of the Bank while providing analytical and administrative support to the commercial, commercial real estate, and consumer lending departments of the bank. In addition, they lead the credit analyst team and work directly with the Chief Credit Officer. Other major responsibilities include mentoring/training other credit analysts, conducting credit investigations, conducting financial analysis, managing loans, and managing early warning systems. Essential Duties and Responsibilities: Analyze financial statements and demonstrate comprehensive knowledge of theories, laws, and policies governing commercial credit, commercial banking, and banking policies. Create comprehensive and concise analyses of the risks and mitigations associated with complex commercial loan requests by reviewing and analyzing the borrower's financial statements, including income statements, cash flow statements, balance sheets, tax returns, personal financial statements, and collateral appraisal reports. Assess the financial condition of collateral guarantors and prepare sensitivity analyses. Conduct market and industry analyses (customers, competitors, suppliers, and new entrants). Contribute to the development of policy and procedures that safeguard the Bank's commercial credit operations. Propose alternative loan structures Oversee the completion of projects including planning, assigning, monitoring, and reviewing progress and accuracy of work, as well as evaluating results. Understand the policies and procedures of the bank/creditor. Work on multiple projects simultaneously, managing time and resources efficiently and within established deadlines. Provide borrowers with financial statement information by utilizing appropriate software programs, review financial analysis reports, and act as a technical resource for credit software. Keep up-to-date on new laws and regulations affecting the organization's credit practices. A recommendation for a change in risk grade should be made. Providing and maintaining credit obligations reports for Bank customers. Provide mentorship to interns and analyst interns. Perform Loan Reviews as requested by the Lead Loan Review Analyst or Credit Administration Manager. Qualifications: Knowledge of banking industry practices relative to commercial banking. Proven superior analytical skills Strong negotiating skills Strong written, verbal and interpersonal skills; ability to maintain confidentiality of information, as appropriate. Understanding of the components of the most complex financial statements and personal/corporate tax returns. Proficiency with Microsoft Office products (Word, Excel, Access, Power Point, etc.) and financial statement spreading software is required. A high level of initiative, thoroughness, accuracy and organizational skills required. Detail oriented with effective judgment and time management. Ability to work well independently. Ability to coach and develop others. Ability to provide feedback/train new credit analysts. Ability to plan and conduct special projects or assignments. Education and/or Education: 5-7 years prior credit analysis experience Bachelor's Degree. Business, finance, accounting major preferred, other majors with a business minor also acceptable; or equivalent experience. Technology: Expert computer skills, inclusive of experience with loan origination software and MS Office applications (specifically MS Word and Excel). Expert understanding of various business intelligence/database tools and applications. Certificates, Licenses and Registrations: Required or preferred certifications Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at . Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster HERE .
04/17/2024
Full time
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: Senior Credit Analyst Job Description: Summary Senior Credit Analysts serve as a representative of the Bank while providing analytical and administrative support to the commercial, commercial real estate, and consumer lending departments of the bank. In addition, they lead the credit analyst team and work directly with the Chief Credit Officer. Other major responsibilities include mentoring/training other credit analysts, conducting credit investigations, conducting financial analysis, managing loans, and managing early warning systems. Essential Duties and Responsibilities: Analyze financial statements and demonstrate comprehensive knowledge of theories, laws, and policies governing commercial credit, commercial banking, and banking policies. Create comprehensive and concise analyses of the risks and mitigations associated with complex commercial loan requests by reviewing and analyzing the borrower's financial statements, including income statements, cash flow statements, balance sheets, tax returns, personal financial statements, and collateral appraisal reports. Assess the financial condition of collateral guarantors and prepare sensitivity analyses. Conduct market and industry analyses (customers, competitors, suppliers, and new entrants). Contribute to the development of policy and procedures that safeguard the Bank's commercial credit operations. Propose alternative loan structures Oversee the completion of projects including planning, assigning, monitoring, and reviewing progress and accuracy of work, as well as evaluating results. Understand the policies and procedures of the bank/creditor. Work on multiple projects simultaneously, managing time and resources efficiently and within established deadlines. Provide borrowers with financial statement information by utilizing appropriate software programs, review financial analysis reports, and act as a technical resource for credit software. Keep up-to-date on new laws and regulations affecting the organization's credit practices. A recommendation for a change in risk grade should be made. Providing and maintaining credit obligations reports for Bank customers. Provide mentorship to interns and analyst interns. Perform Loan Reviews as requested by the Lead Loan Review Analyst or Credit Administration Manager. Qualifications: Knowledge of banking industry practices relative to commercial banking. Proven superior analytical skills Strong negotiating skills Strong written, verbal and interpersonal skills; ability to maintain confidentiality of information, as appropriate. Understanding of the components of the most complex financial statements and personal/corporate tax returns. Proficiency with Microsoft Office products (Word, Excel, Access, Power Point, etc.) and financial statement spreading software is required. A high level of initiative, thoroughness, accuracy and organizational skills required. Detail oriented with effective judgment and time management. Ability to work well independently. Ability to coach and develop others. Ability to provide feedback/train new credit analysts. Ability to plan and conduct special projects or assignments. Education and/or Education: 5-7 years prior credit analysis experience Bachelor's Degree. Business, finance, accounting major preferred, other majors with a business minor also acceptable; or equivalent experience. Technology: Expert computer skills, inclusive of experience with loan origination software and MS Office applications (specifically MS Word and Excel). Expert understanding of various business intelligence/database tools and applications. Certificates, Licenses and Registrations: Required or preferred certifications Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at . Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster HERE .
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Director, Business Strategy Analytics (Deposit Forecasting), you will lead a team of Business Strategy Analysts who use quantitative and qualitative analytics to provide thought leadership on evolving industry trends, market developments, USAA's strategic direction, regulatory environment, and macroeconomic trends for the business unit. Provides insights and information-based context for vital team members in the business unit to effectively lead, influence, and impact line of business strategy. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Responsible for developing and implementing the analytic direction for the business unit to enable proactive and sustained information-based learning on industry trends, market developments, USAA's strategic direction, regulatory environment, and macroeconomic trends. Leads discussions with various key partners to provide input into strategy development based on learning from analyses and strategy management work. Is responsible for efforts to identify key business assumptions and hypotheses around line of business strategy, and the development of the analytical framework and blueprint to answer business questions identified in the business portfolio, product, or member experience. Partners with crucial teams to evaluate and uncover strategic insights related to Profit & Loss performance including Product Strategy, Pricing, Marketing, Sales, Credit Risk, Distribution Channels and Member Experience. Applies experienced analytical difficulty and industry standard processes to define outcome measures, improve prioritization, increase agility in decisioning, improve ability to evaluate progress towards business outcomes and to evaluate risks to strategic goals. Optimally communicates the significance of the strategic insights to senior leaders and key partners, and influences and drives strategic agreement through insightfulness, interpersonal, and negotiation skills. Builds and supervises a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in business, Science, Finance, Economics, or related discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of experience in data and/or analytics or strategy consulting (i.e., industry trends, market analysis and strategic direction); OR Advanced Degree in Business, Science, Finance, Economics with 6 years of experience in data and/or analytics or strategy consulting. 3 years of direct team lead or management experience. Extensive experience identifying business needs and leading strategic plans driven by qualitative/quantitative analysis and market insights. Expert analytical skills with experience using hypotheses-driven problem solving. Demonstrated experience influencing business decisions and improve business results. Extensive experience leading and performing complex data analysis using various data analytics tools (i.e., Microsoft Excel, Tableau, R, Python, SQL, Snowflake, SAS, Adobe Analytics). Demonstrated experience working with leadership teams to identify key opportunities to develop and enhance business strategy using quantitative and qualitative analytics. What sets you apart: US military experience through military service or a military spouse/domestic partner. Demonstrated experience in deposit balance forecasting and scenario analysis, structuring analytics, and presenting analytical results to executive management. Subject matter expertise in macro-economic drivers and depositor behaviors. Experience with data science, model development, and statistical model governance. Proven track record of working across the organization to deliver pragmatic and insightful solutions. Master's Degree in business or quantitative field. Developing a team of analysts, or personally using Python, R, SAS, or a similar language to solve complex business problems. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $138,230 - $264,200. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
04/17/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Director, Business Strategy Analytics (Deposit Forecasting), you will lead a team of Business Strategy Analysts who use quantitative and qualitative analytics to provide thought leadership on evolving industry trends, market developments, USAA's strategic direction, regulatory environment, and macroeconomic trends for the business unit. Provides insights and information-based context for vital team members in the business unit to effectively lead, influence, and impact line of business strategy. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Responsible for developing and implementing the analytic direction for the business unit to enable proactive and sustained information-based learning on industry trends, market developments, USAA's strategic direction, regulatory environment, and macroeconomic trends. Leads discussions with various key partners to provide input into strategy development based on learning from analyses and strategy management work. Is responsible for efforts to identify key business assumptions and hypotheses around line of business strategy, and the development of the analytical framework and blueprint to answer business questions identified in the business portfolio, product, or member experience. Partners with crucial teams to evaluate and uncover strategic insights related to Profit & Loss performance including Product Strategy, Pricing, Marketing, Sales, Credit Risk, Distribution Channels and Member Experience. Applies experienced analytical difficulty and industry standard processes to define outcome measures, improve prioritization, increase agility in decisioning, improve ability to evaluate progress towards business outcomes and to evaluate risks to strategic goals. Optimally communicates the significance of the strategic insights to senior leaders and key partners, and influences and drives strategic agreement through insightfulness, interpersonal, and negotiation skills. Builds and supervises a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in business, Science, Finance, Economics, or related discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of experience in data and/or analytics or strategy consulting (i.e., industry trends, market analysis and strategic direction); OR Advanced Degree in Business, Science, Finance, Economics with 6 years of experience in data and/or analytics or strategy consulting. 3 years of direct team lead or management experience. Extensive experience identifying business needs and leading strategic plans driven by qualitative/quantitative analysis and market insights. Expert analytical skills with experience using hypotheses-driven problem solving. Demonstrated experience influencing business decisions and improve business results. Extensive experience leading and performing complex data analysis using various data analytics tools (i.e., Microsoft Excel, Tableau, R, Python, SQL, Snowflake, SAS, Adobe Analytics). Demonstrated experience working with leadership teams to identify key opportunities to develop and enhance business strategy using quantitative and qualitative analytics. What sets you apart: US military experience through military service or a military spouse/domestic partner. Demonstrated experience in deposit balance forecasting and scenario analysis, structuring analytics, and presenting analytical results to executive management. Subject matter expertise in macro-economic drivers and depositor behaviors. Experience with data science, model development, and statistical model governance. Proven track record of working across the organization to deliver pragmatic and insightful solutions. Master's Degree in business or quantitative field. Developing a team of analysts, or personally using Python, R, SAS, or a similar language to solve complex business problems. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $138,230 - $264,200. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Director, Business Strategy Analytics (Deposit Forecasting), you will lead a team of Business Strategy Analysts who use quantitative and qualitative analytics to provide thought leadership on evolving industry trends, market developments, USAA's strategic direction, regulatory environment, and macroeconomic trends for the business unit. Provides insights and information-based context for vital team members in the business unit to effectively lead, influence, and impact line of business strategy. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Responsible for developing and implementing the analytic direction for the business unit to enable proactive and sustained information-based learning on industry trends, market developments, USAA's strategic direction, regulatory environment, and macroeconomic trends. Leads discussions with various key partners to provide input into strategy development based on learning from analyses and strategy management work. Is responsible for efforts to identify key business assumptions and hypotheses around line of business strategy, and the development of the analytical framework and blueprint to answer business questions identified in the business portfolio, product, or member experience. Partners with crucial teams to evaluate and uncover strategic insights related to Profit & Loss performance including Product Strategy, Pricing, Marketing, Sales, Credit Risk, Distribution Channels and Member Experience. Applies experienced analytical difficulty and industry standard processes to define outcome measures, improve prioritization, increase agility in decisioning, improve ability to evaluate progress towards business outcomes and to evaluate risks to strategic goals. Optimally communicates the significance of the strategic insights to senior leaders and key partners, and influences and drives strategic agreement through insightfulness, interpersonal, and negotiation skills. Builds and supervises a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in business, Science, Finance, Economics, or related discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of experience in data and/or analytics or strategy consulting (i.e., industry trends, market analysis and strategic direction); OR Advanced Degree in Business, Science, Finance, Economics with 6 years of experience in data and/or analytics or strategy consulting. 3 years of direct team lead or management experience. Extensive experience identifying business needs and leading strategic plans driven by qualitative/quantitative analysis and market insights. Expert analytical skills with experience using hypotheses-driven problem solving. Demonstrated experience influencing business decisions and improve business results. Extensive experience leading and performing complex data analysis using various data analytics tools (i.e., Microsoft Excel, Tableau, R, Python, SQL, Snowflake, SAS, Adobe Analytics). Demonstrated experience working with leadership teams to identify key opportunities to develop and enhance business strategy using quantitative and qualitative analytics. What sets you apart: US military experience through military service or a military spouse/domestic partner. Demonstrated experience in deposit balance forecasting and scenario analysis, structuring analytics, and presenting analytical results to executive management. Subject matter expertise in macro-economic drivers and depositor behaviors. Experience with data science, model development, and statistical model governance. Proven track record of working across the organization to deliver pragmatic and insightful solutions. Master's Degree in business or quantitative field. Developing a team of analysts, or personally using Python, R, SAS, or a similar language to solve complex business problems. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $138,230 - $264,200. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
04/17/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Director, Business Strategy Analytics (Deposit Forecasting), you will lead a team of Business Strategy Analysts who use quantitative and qualitative analytics to provide thought leadership on evolving industry trends, market developments, USAA's strategic direction, regulatory environment, and macroeconomic trends for the business unit. Provides insights and information-based context for vital team members in the business unit to effectively lead, influence, and impact line of business strategy. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Responsible for developing and implementing the analytic direction for the business unit to enable proactive and sustained information-based learning on industry trends, market developments, USAA's strategic direction, regulatory environment, and macroeconomic trends. Leads discussions with various key partners to provide input into strategy development based on learning from analyses and strategy management work. Is responsible for efforts to identify key business assumptions and hypotheses around line of business strategy, and the development of the analytical framework and blueprint to answer business questions identified in the business portfolio, product, or member experience. Partners with crucial teams to evaluate and uncover strategic insights related to Profit & Loss performance including Product Strategy, Pricing, Marketing, Sales, Credit Risk, Distribution Channels and Member Experience. Applies experienced analytical difficulty and industry standard processes to define outcome measures, improve prioritization, increase agility in decisioning, improve ability to evaluate progress towards business outcomes and to evaluate risks to strategic goals. Optimally communicates the significance of the strategic insights to senior leaders and key partners, and influences and drives strategic agreement through insightfulness, interpersonal, and negotiation skills. Builds and supervises a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in business, Science, Finance, Economics, or related discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of experience in data and/or analytics or strategy consulting (i.e., industry trends, market analysis and strategic direction); OR Advanced Degree in Business, Science, Finance, Economics with 6 years of experience in data and/or analytics or strategy consulting. 3 years of direct team lead or management experience. Extensive experience identifying business needs and leading strategic plans driven by qualitative/quantitative analysis and market insights. Expert analytical skills with experience using hypotheses-driven problem solving. Demonstrated experience influencing business decisions and improve business results. Extensive experience leading and performing complex data analysis using various data analytics tools (i.e., Microsoft Excel, Tableau, R, Python, SQL, Snowflake, SAS, Adobe Analytics). Demonstrated experience working with leadership teams to identify key opportunities to develop and enhance business strategy using quantitative and qualitative analytics. What sets you apart: US military experience through military service or a military spouse/domestic partner. Demonstrated experience in deposit balance forecasting and scenario analysis, structuring analytics, and presenting analytical results to executive management. Subject matter expertise in macro-economic drivers and depositor behaviors. Experience with data science, model development, and statistical model governance. Proven track record of working across the organization to deliver pragmatic and insightful solutions. Master's Degree in business or quantitative field. Developing a team of analysts, or personally using Python, R, SAS, or a similar language to solve complex business problems. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $138,230 - $264,200. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Senior Business Analyst Hybrid No sponsorship Direct Hire Why work here as a Senior Business Analyst? Flexible Hybrid work schedule - just two days in office! 401(k) retirement plan Paid holidays and PTO leave Long Term Incentive Program Annual Bonus Strong Team Culture - frequent company events! Flexible Work Hours College Savings Program Overview of Senior Business Analyst: Assist with the management of projects with support from Manager, Applications or Lead Systems Analyst Solve support issues, identify problems, gather business requirements, document processes and translate to a business solutions design document for the technical team Provide support to Accounting, gather requirements, document processes, and translate to the technical team. Qualifications of the Senior Business Analyst: Four-year degree in Information Systems or Business Administration preferred. 2-year degree required. 3-5 years of upstream oil and gas experience with an emphasis in Oil and Gas Accounting 3+ years of P2 Energy Solutions Excalibur knowledge and support of Excalibur Knowledge of Microsoft SQL queries, views, stored procedures, coding methods for Access Databases and Excel Macros
04/17/2024
Full time
Senior Business Analyst Hybrid No sponsorship Direct Hire Why work here as a Senior Business Analyst? Flexible Hybrid work schedule - just two days in office! 401(k) retirement plan Paid holidays and PTO leave Long Term Incentive Program Annual Bonus Strong Team Culture - frequent company events! Flexible Work Hours College Savings Program Overview of Senior Business Analyst: Assist with the management of projects with support from Manager, Applications or Lead Systems Analyst Solve support issues, identify problems, gather business requirements, document processes and translate to a business solutions design document for the technical team Provide support to Accounting, gather requirements, document processes, and translate to the technical team. Qualifications of the Senior Business Analyst: Four-year degree in Information Systems or Business Administration preferred. 2-year degree required. 3-5 years of upstream oil and gas experience with an emphasis in Oil and Gas Accounting 3+ years of P2 Energy Solutions Excalibur knowledge and support of Excalibur Knowledge of Microsoft SQL queries, views, stored procedures, coding methods for Access Databases and Excel Macros
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Director, Business Strategy Analytics (Deposit Forecasting), you will lead a team of Business Strategy Analysts who use quantitative and qualitative analytics to provide thought leadership on evolving industry trends, market developments, USAA's strategic direction, regulatory environment, and macroeconomic trends for the business unit. Provides insights and information-based context for vital team members in the business unit to effectively lead, influence, and impact line of business strategy. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Responsible for developing and implementing the analytic direction for the business unit to enable proactive and sustained information-based learning on industry trends, market developments, USAA's strategic direction, regulatory environment, and macroeconomic trends. Leads discussions with various key partners to provide input into strategy development based on learning from analyses and strategy management work. Is responsible for efforts to identify key business assumptions and hypotheses around line of business strategy, and the development of the analytical framework and blueprint to answer business questions identified in the business portfolio, product, or member experience. Partners with crucial teams to evaluate and uncover strategic insights related to Profit & Loss performance including Product Strategy, Pricing, Marketing, Sales, Credit Risk, Distribution Channels and Member Experience. Applies experienced analytical difficulty and industry standard processes to define outcome measures, improve prioritization, increase agility in decisioning, improve ability to evaluate progress towards business outcomes and to evaluate risks to strategic goals. Optimally communicates the significance of the strategic insights to senior leaders and key partners, and influences and drives strategic agreement through insightfulness, interpersonal, and negotiation skills. Builds and supervises a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in business, Science, Finance, Economics, or related discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of experience in data and/or analytics or strategy consulting (i.e., industry trends, market analysis and strategic direction); OR Advanced Degree in Business, Science, Finance, Economics with 6 years of experience in data and/or analytics or strategy consulting. 3 years of direct team lead or management experience. Extensive experience identifying business needs and leading strategic plans driven by qualitative/quantitative analysis and market insights. Expert analytical skills with experience using hypotheses-driven problem solving. Demonstrated experience influencing business decisions and improve business results. Extensive experience leading and performing complex data analysis using various data analytics tools (i.e., Microsoft Excel, Tableau, R, Python, SQL, Snowflake, SAS, Adobe Analytics). Demonstrated experience working with leadership teams to identify key opportunities to develop and enhance business strategy using quantitative and qualitative analytics. What sets you apart: US military experience through military service or a military spouse/domestic partner. Demonstrated experience in deposit balance forecasting and scenario analysis, structuring analytics, and presenting analytical results to executive management. Subject matter expertise in macro-economic drivers and depositor behaviors. Experience with data science, model development, and statistical model governance. Proven track record of working across the organization to deliver pragmatic and insightful solutions. Master's Degree in business or quantitative field. Developing a team of analysts, or personally using Python, R, SAS, or a similar language to solve complex business problems. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $138,230 - $264,200. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
04/17/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Director, Business Strategy Analytics (Deposit Forecasting), you will lead a team of Business Strategy Analysts who use quantitative and qualitative analytics to provide thought leadership on evolving industry trends, market developments, USAA's strategic direction, regulatory environment, and macroeconomic trends for the business unit. Provides insights and information-based context for vital team members in the business unit to effectively lead, influence, and impact line of business strategy. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Responsible for developing and implementing the analytic direction for the business unit to enable proactive and sustained information-based learning on industry trends, market developments, USAA's strategic direction, regulatory environment, and macroeconomic trends. Leads discussions with various key partners to provide input into strategy development based on learning from analyses and strategy management work. Is responsible for efforts to identify key business assumptions and hypotheses around line of business strategy, and the development of the analytical framework and blueprint to answer business questions identified in the business portfolio, product, or member experience. Partners with crucial teams to evaluate and uncover strategic insights related to Profit & Loss performance including Product Strategy, Pricing, Marketing, Sales, Credit Risk, Distribution Channels and Member Experience. Applies experienced analytical difficulty and industry standard processes to define outcome measures, improve prioritization, increase agility in decisioning, improve ability to evaluate progress towards business outcomes and to evaluate risks to strategic goals. Optimally communicates the significance of the strategic insights to senior leaders and key partners, and influences and drives strategic agreement through insightfulness, interpersonal, and negotiation skills. Builds and supervises a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in business, Science, Finance, Economics, or related discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of experience in data and/or analytics or strategy consulting (i.e., industry trends, market analysis and strategic direction); OR Advanced Degree in Business, Science, Finance, Economics with 6 years of experience in data and/or analytics or strategy consulting. 3 years of direct team lead or management experience. Extensive experience identifying business needs and leading strategic plans driven by qualitative/quantitative analysis and market insights. Expert analytical skills with experience using hypotheses-driven problem solving. Demonstrated experience influencing business decisions and improve business results. Extensive experience leading and performing complex data analysis using various data analytics tools (i.e., Microsoft Excel, Tableau, R, Python, SQL, Snowflake, SAS, Adobe Analytics). Demonstrated experience working with leadership teams to identify key opportunities to develop and enhance business strategy using quantitative and qualitative analytics. What sets you apart: US military experience through military service or a military spouse/domestic partner. Demonstrated experience in deposit balance forecasting and scenario analysis, structuring analytics, and presenting analytical results to executive management. Subject matter expertise in macro-economic drivers and depositor behaviors. Experience with data science, model development, and statistical model governance. Proven track record of working across the organization to deliver pragmatic and insightful solutions. Master's Degree in business or quantitative field. Developing a team of analysts, or personally using Python, R, SAS, or a similar language to solve complex business problems. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $138,230 - $264,200. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Team (Project) Introduction The Office of Performance Analysis and Integrity manages and enhances the Veterans Benefits Administration (VBA) Enterprise Data Warehouse (EDW) which resides on one Oracle M8 Supercluster database and thirteen application servers. Our team provides the Business Intelligence software development and technical services required to sustain EDW applications to include Project Management, Data Warehouse Management, Tableau Server Administration/Tableau Desktop Administration, Technical Collaboration Support, Lessons Learned, Executive Orders and Special Projects, Architectural Enhancements, and Cloud Migration. Our client is looking for an expert-level Microsoft Power BI developer with data warehouse and analytics experience to join this team. Professional Level Information: The Power BI Developer Expert aligns to the Engineer 3 professional level within 9th Way Insignias career families. An Engineer 3 typically plans and directs research or development work on complex projects, along with engaging various parties in design and development. Costs and recommendations of new components may also involve part of the job scope. An Engineer 3 oversees the design, development, implementation, and analysis of technical products and systems. An Engineer 3 has broad knowledge of engineering procedures and assists in the resolution of complex problems. An Engineer 3 has strong technical skills and background, a knack for learning new technologies, and a blend of good problem-solving and innovation skills needed to resolve a wide variety of technical challenges. Functional Job (LCAT) Information: The Power BI Developer Expert must be able to create software using in a variety of languages or platforms, including Microsoft Power BI, DAX, SQL, and Power Query. Must have experience in understanding and articulating benefits and risks associated with alternative approaches, determining the best-fit when multiple technical paths are available, and anticipating potential issues before they materialize by implementing mitigating measures. As a senior member of the team, the Senior Developer is expected to provide guidance, technical oversight, and mentoring of lesser experienced junior and mid-level developers in the execution of their assigned tasks. Responsibilities: Participate in strategic planning and design sessions to guide the overall architectural design of Power BI reporting solutions, ensuring they are scalable, performant, secure, and meet stakeholder reporting requirements. Architect, design, and develop scalable, interactive reports and dashboards using Power BI that are intuitive and meet established UI/UX objectives. Design and implement Power BI data strategies and models that support complex reporting and analytics, and ensures optimal performance and scalability. Create Composite Data Models by integrating data from disparate sources into Power BI, ensuring that data is accurately captured, transformed, and presented. Implement security measures within Power BI reports and dashboards to ensure data confidentiality, integrity, and compliance with VAs data governance and security policies. Monitor and optimize the performance of Power BI reports and dashboards to ensure they are running efficiently and effectively, minimizing load times, and enhancing user experience. Collaborate with business analysts, database administrators, and other VA stakeholders to understand business requirements and deliver Power BI solutions that meet expectations. Develop test plans and conduct thorough testing of Power BI reports and dashboards. Document software defects, resolve, and re-test to ensure the highest level of quality and reliability. Draft training materials and documentation as required and assist Business Analysts to provide training and support to end users on the use of developed software products. Provide expert-level thought leadership and research and evaluate new technologies, tools, and methodologies that could enhance the functionality, efficiency, and security of the EDW. Participate in Agile development processes, including sprint planning, retrospectives, and daily stand-ups, ensuring timely delivery of Power BI development tasks. Solicit feedback from business stakeholders to gather UI/UX/CX insights of delivered Power BI reports, and document lessons-learned to inform future development efforts. Serve as a technical leader within the project team, mentoring junior developers, and providing guidance on best practices in software development, data integration, and system design. Requirements: Masters Degree in technical discipline, additional 15 years of experience considered in lieu of degree. 10+ years of software development experience, with at least 5 years of Power BI experience. Experience with SDLC, including both Agile and waterfall methodologies. Experience with Agile - SCRUM/Kanban iterative development with a DevSecOps mindset. Must be authorized to work for any employer in the U.S. Must be able to obtain and maintain the required security clearance. Salary Range: The salary range for this position is $118,737 $150,000 The Salary range for this job level is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) responsibilities of the job, education, experience, knowledge, skills, and abilities, as well as internal equity, alignment with market data, applicable bargaining agreement (if any), or other law. Clearance, background investigation: Applicants selected will be subject to a security investigation and may need to meet eligibility requirements for access to classified information. Location: On site in Washington DC Legal: Were an equal employment opportunity/affirmative action employer that empowers our people to fearlessly drive change no matter their race, color, ethnicity, religion, sex (including pregnancy, childbirth, lactation, or related medical conditions), national origin, ancestry, age, marital status, sexual orientation, gender identity and expression, disability, veteran status, military or uniformed service member status, genetic information, or any other status protected by applicable federal, state, local, or international law. THERE IS NO AVAILABLE SPONSORSHIP FOR THIS ROLE. DO NOT APPLY FOR THIS ROLE IF YOU WILL NEED IMMIGRATION SPONSORSHIP (e.g., H-1B, TN, STEM OPT, etc.) NOW OR IN THE FUTURE.
04/17/2024
Team (Project) Introduction The Office of Performance Analysis and Integrity manages and enhances the Veterans Benefits Administration (VBA) Enterprise Data Warehouse (EDW) which resides on one Oracle M8 Supercluster database and thirteen application servers. Our team provides the Business Intelligence software development and technical services required to sustain EDW applications to include Project Management, Data Warehouse Management, Tableau Server Administration/Tableau Desktop Administration, Technical Collaboration Support, Lessons Learned, Executive Orders and Special Projects, Architectural Enhancements, and Cloud Migration. Our client is looking for an expert-level Microsoft Power BI developer with data warehouse and analytics experience to join this team. Professional Level Information: The Power BI Developer Expert aligns to the Engineer 3 professional level within 9th Way Insignias career families. An Engineer 3 typically plans and directs research or development work on complex projects, along with engaging various parties in design and development. Costs and recommendations of new components may also involve part of the job scope. An Engineer 3 oversees the design, development, implementation, and analysis of technical products and systems. An Engineer 3 has broad knowledge of engineering procedures and assists in the resolution of complex problems. An Engineer 3 has strong technical skills and background, a knack for learning new technologies, and a blend of good problem-solving and innovation skills needed to resolve a wide variety of technical challenges. Functional Job (LCAT) Information: The Power BI Developer Expert must be able to create software using in a variety of languages or platforms, including Microsoft Power BI, DAX, SQL, and Power Query. Must have experience in understanding and articulating benefits and risks associated with alternative approaches, determining the best-fit when multiple technical paths are available, and anticipating potential issues before they materialize by implementing mitigating measures. As a senior member of the team, the Senior Developer is expected to provide guidance, technical oversight, and mentoring of lesser experienced junior and mid-level developers in the execution of their assigned tasks. Responsibilities: Participate in strategic planning and design sessions to guide the overall architectural design of Power BI reporting solutions, ensuring they are scalable, performant, secure, and meet stakeholder reporting requirements. Architect, design, and develop scalable, interactive reports and dashboards using Power BI that are intuitive and meet established UI/UX objectives. Design and implement Power BI data strategies and models that support complex reporting and analytics, and ensures optimal performance and scalability. Create Composite Data Models by integrating data from disparate sources into Power BI, ensuring that data is accurately captured, transformed, and presented. Implement security measures within Power BI reports and dashboards to ensure data confidentiality, integrity, and compliance with VAs data governance and security policies. Monitor and optimize the performance of Power BI reports and dashboards to ensure they are running efficiently and effectively, minimizing load times, and enhancing user experience. Collaborate with business analysts, database administrators, and other VA stakeholders to understand business requirements and deliver Power BI solutions that meet expectations. Develop test plans and conduct thorough testing of Power BI reports and dashboards. Document software defects, resolve, and re-test to ensure the highest level of quality and reliability. Draft training materials and documentation as required and assist Business Analysts to provide training and support to end users on the use of developed software products. Provide expert-level thought leadership and research and evaluate new technologies, tools, and methodologies that could enhance the functionality, efficiency, and security of the EDW. Participate in Agile development processes, including sprint planning, retrospectives, and daily stand-ups, ensuring timely delivery of Power BI development tasks. Solicit feedback from business stakeholders to gather UI/UX/CX insights of delivered Power BI reports, and document lessons-learned to inform future development efforts. Serve as a technical leader within the project team, mentoring junior developers, and providing guidance on best practices in software development, data integration, and system design. Requirements: Masters Degree in technical discipline, additional 15 years of experience considered in lieu of degree. 10+ years of software development experience, with at least 5 years of Power BI experience. Experience with SDLC, including both Agile and waterfall methodologies. Experience with Agile - SCRUM/Kanban iterative development with a DevSecOps mindset. Must be authorized to work for any employer in the U.S. Must be able to obtain and maintain the required security clearance. Salary Range: The salary range for this position is $118,737 $150,000 The Salary range for this job level is a general guideline only and not a guarantee of compensation or salary. Additional factors considered in extending an offer include (but are not limited to) responsibilities of the job, education, experience, knowledge, skills, and abilities, as well as internal equity, alignment with market data, applicable bargaining agreement (if any), or other law. Clearance, background investigation: Applicants selected will be subject to a security investigation and may need to meet eligibility requirements for access to classified information. Location: On site in Washington DC Legal: Were an equal employment opportunity/affirmative action employer that empowers our people to fearlessly drive change no matter their race, color, ethnicity, religion, sex (including pregnancy, childbirth, lactation, or related medical conditions), national origin, ancestry, age, marital status, sexual orientation, gender identity and expression, disability, veteran status, military or uniformed service member status, genetic information, or any other status protected by applicable federal, state, local, or international law. THERE IS NO AVAILABLE SPONSORSHIP FOR THIS ROLE. DO NOT APPLY FOR THIS ROLE IF YOU WILL NEED IMMIGRATION SPONSORSHIP (e.g., H-1B, TN, STEM OPT, etc.) NOW OR IN THE FUTURE.
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Director, Business Strategy Analytics (Deposit Forecasting), you will lead a team of Business Strategy Analysts who use quantitative and qualitative analytics to provide thought leadership on evolving industry trends, market developments, USAA's strategic direction, regulatory environment, and macroeconomic trends for the business unit. Provides insights and information-based context for vital team members in the business unit to effectively lead, influence, and impact line of business strategy. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Responsible for developing and implementing the analytic direction for the business unit to enable proactive and sustained information-based learning on industry trends, market developments, USAA's strategic direction, regulatory environment, and macroeconomic trends. Leads discussions with various key partners to provide input into strategy development based on learning from analyses and strategy management work. Is responsible for efforts to identify key business assumptions and hypotheses around line of business strategy, and the development of the analytical framework and blueprint to answer business questions identified in the business portfolio, product, or member experience. Partners with crucial teams to evaluate and uncover strategic insights related to Profit & Loss performance including Product Strategy, Pricing, Marketing, Sales, Credit Risk, Distribution Channels and Member Experience. Applies experienced analytical difficulty and industry standard processes to define outcome measures, improve prioritization, increase agility in decisioning, improve ability to evaluate progress towards business outcomes and to evaluate risks to strategic goals. Optimally communicates the significance of the strategic insights to senior leaders and key partners, and influences and drives strategic agreement through insightfulness, interpersonal, and negotiation skills. Builds and supervises a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in business, Science, Finance, Economics, or related discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of experience in data and/or analytics or strategy consulting (i.e., industry trends, market analysis and strategic direction); OR Advanced Degree in Business, Science, Finance, Economics with 6 years of experience in data and/or analytics or strategy consulting. 3 years of direct team lead or management experience. Extensive experience identifying business needs and leading strategic plans driven by qualitative/quantitative analysis and market insights. Expert analytical skills with experience using hypotheses-driven problem solving. Demonstrated experience influencing business decisions and improve business results. Extensive experience leading and performing complex data analysis using various data analytics tools (i.e., Microsoft Excel, Tableau, R, Python, SQL, Snowflake, SAS, Adobe Analytics). Demonstrated experience working with leadership teams to identify key opportunities to develop and enhance business strategy using quantitative and qualitative analytics. What sets you apart: US military experience through military service or a military spouse/domestic partner. Demonstrated experience in deposit balance forecasting and scenario analysis, structuring analytics, and presenting analytical results to executive management. Subject matter expertise in macro-economic drivers and depositor behaviors. Experience with data science, model development, and statistical model governance. Proven track record of working across the organization to deliver pragmatic and insightful solutions. Master's Degree in business or quantitative field. Developing a team of analysts, or personally using Python, R, SAS, or a similar language to solve complex business problems. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $138,230 - $264,200. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
04/17/2024
Full time
Why USAA? Let's do something that really matters. At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members. We believe in our core values of honesty, integrity, loyalty, and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special! The Opportunity As a dedicated Director, Business Strategy Analytics (Deposit Forecasting), you will lead a team of Business Strategy Analysts who use quantitative and qualitative analytics to provide thought leadership on evolving industry trends, market developments, USAA's strategic direction, regulatory environment, and macroeconomic trends for the business unit. Provides insights and information-based context for vital team members in the business unit to effectively lead, influence, and impact line of business strategy. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Responsible for developing and implementing the analytic direction for the business unit to enable proactive and sustained information-based learning on industry trends, market developments, USAA's strategic direction, regulatory environment, and macroeconomic trends. Leads discussions with various key partners to provide input into strategy development based on learning from analyses and strategy management work. Is responsible for efforts to identify key business assumptions and hypotheses around line of business strategy, and the development of the analytical framework and blueprint to answer business questions identified in the business portfolio, product, or member experience. Partners with crucial teams to evaluate and uncover strategic insights related to Profit & Loss performance including Product Strategy, Pricing, Marketing, Sales, Credit Risk, Distribution Channels and Member Experience. Applies experienced analytical difficulty and industry standard processes to define outcome measures, improve prioritization, increase agility in decisioning, improve ability to evaluate progress towards business outcomes and to evaluate risks to strategic goals. Optimally communicates the significance of the strategic insights to senior leaders and key partners, and influences and drives strategic agreement through insightfulness, interpersonal, and negotiation skills. Builds and supervises a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in business, Science, Finance, Economics, or related discipline; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of experience in data and/or analytics or strategy consulting (i.e., industry trends, market analysis and strategic direction); OR Advanced Degree in Business, Science, Finance, Economics with 6 years of experience in data and/or analytics or strategy consulting. 3 years of direct team lead or management experience. Extensive experience identifying business needs and leading strategic plans driven by qualitative/quantitative analysis and market insights. Expert analytical skills with experience using hypotheses-driven problem solving. Demonstrated experience influencing business decisions and improve business results. Extensive experience leading and performing complex data analysis using various data analytics tools (i.e., Microsoft Excel, Tableau, R, Python, SQL, Snowflake, SAS, Adobe Analytics). Demonstrated experience working with leadership teams to identify key opportunities to develop and enhance business strategy using quantitative and qualitative analytics. What sets you apart: US military experience through military service or a military spouse/domestic partner. Demonstrated experience in deposit balance forecasting and scenario analysis, structuring analytics, and presenting analytical results to executive management. Subject matter expertise in macro-economic drivers and depositor behaviors. Experience with data science, model development, and statistical model governance. Proven track record of working across the organization to deliver pragmatic and insightful solutions. Master's Degree in business or quantitative field. Developing a team of analysts, or personally using Python, R, SAS, or a similar language to solve complex business problems. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. What we offer: Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $138,230 - $264,200. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, please visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.