Discover. A brighter future. With us, you'll do meaningful work from Day 1. Our collaborative culture is built on three core behaviors: We Play to Win, We Get Better Every Day & We Succeed Together. And we mean it - we want you to grow and make a difference at one of the world's leading digital banking and payments companies. We value what makes you unique so that you have an opportunity to shine. Come build your future, while being the reason millions of people find a brighter financial future with Discover. Job Description: A t Discover, be part of a culture where diversity, teamwork and collaboration reign. Join a company that is just as employee-focused as it is on its customers and is consistently awarded for both. We're all about people, and our employees are why Discover is a great place to work. Be the reason we help millions of consumers build a brighter financial future and achieve yours along the way with a rewarding career. Responsible for providing thought leadership & strategic thinking to solve business problems by leveraging techniques such as segmentation, optimization, advanced analytics and machine learning. The role will closely monitor performance metrics and KPIs to ensure goals are met and course correct as necessary. Manages a team of high performing quantitative analysts and will be responsible for ensuring the team stays motivated and engaged. Manages team performance, coach and develop employees and hire the right talent. In addition, this individual will identify , prioritize and supervise the team to flawlessly execute on initiatives. Develops and coaches teams to be able to identify , manage, and escalate risk, and effectively manages risk within the teams you oversee. Responsibilities Provides thought leadership & strategic thinking to translate business problem into analytical framework(s), and independently recommend actions and provide business insights. Leads the development and implementation of advanced analytics including customer segmentation, optimization, prescriptive analytics and machine learning algorithm & recommendation to solve business problems. Manages priorities and sets of analyst , assign projects and allocate resource , communicate business performance and project progress to management & business partners. Operates as a subject matter expert on statistical analysis, test and design of experiment, analysis methodology , modeling & application, and financial impact analysis. Establishes and maintains effective performance tracking; identify improvement opportunity, form hypothesis, propose, design and implement tests to drive strategy enhancement and optimization. Delivers effective presentations of findings and recommendations to multiple levels of leadership, creating visual displays of quantitative information. Develops and automates reports, iteratively build and prototype dashboards to provide insights at scale, solving for analytical needs. Facilitates implementation of work product and ensure accuracy. Ensures standard work processes and documentation requirements are timely and consistently followed by team . Encourages continuous improvement of team processes and share across functional teams to ensure consistency. Minimum Qualifications At a minimum, here's what we need from you: Bachelor's Degree in Analytics , Engineering, Statistics or related field 6 + years of experience in Credit Risk, Fraud Risk, Marketing Analytics, Optimization, Operations Analytics, Modeling/Data Science or related field Preferred Qualifications If we had our say, we'd also look for: Master's Degree in Analytics , Engineering, Mathematics, S tatistics or related field 8 + years of experience in Credit Risk, Fraud Risk, Marketing Analytics, Optimization, Operations Analytics, Modeling/Data Science or related field Application Deadline: The application window for this position is anticipated to close on Apr-23-2024. We encourage you to apply as soon as possible. The posting may be available past this date, but it is not guaranteed. Compensation: The base pay for this position generally ranges between $126,500.00 to $177,300.00. Additional incentives may be provided as part of a market competitive total compensation package. Factors, such as but not limited to, geographical location, relevant experience, education, and skill level may impact the pay for this position. Benefits: We also offer a range of benefits and programs based on eligibility. These benefits include: Paid Parental Leave Paid Time Off 401(k) Plan Medical, Dental, Vision, & Health Savings Account STD, Life, LTD and AD&D Recognition Program Education Assistance Commuter Benefits Family Support Programs Employee Stock Purchase Plan Learn more at . What are you waiting for? Apply today! All Discover employees place our customers at the very center of our work. To deliver on our promises to our customers, each of us contribute every day to a culture that values compliance and risk management. Discover is committed to a diverse and inclusive workplace. Discover is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or other legally protected status. (Know Your Rights & Pay Transparency Nondiscrimination Provision) Discover complies with federal, state, and local laws applicable to qualified individuals with disabilities and is committed to providing reasonable accommodations. If you require a reasonable accommodation to search for a position, to complete an application, and/or to participate in an interview, please email . Any information you provide regarding your accommodation needs will be kept confidential and will only be used to determine and provide necessary accommodation.
04/19/2024
Full time
Discover. A brighter future. With us, you'll do meaningful work from Day 1. Our collaborative culture is built on three core behaviors: We Play to Win, We Get Better Every Day & We Succeed Together. And we mean it - we want you to grow and make a difference at one of the world's leading digital banking and payments companies. We value what makes you unique so that you have an opportunity to shine. Come build your future, while being the reason millions of people find a brighter financial future with Discover. Job Description: A t Discover, be part of a culture where diversity, teamwork and collaboration reign. Join a company that is just as employee-focused as it is on its customers and is consistently awarded for both. We're all about people, and our employees are why Discover is a great place to work. Be the reason we help millions of consumers build a brighter financial future and achieve yours along the way with a rewarding career. Responsible for providing thought leadership & strategic thinking to solve business problems by leveraging techniques such as segmentation, optimization, advanced analytics and machine learning. The role will closely monitor performance metrics and KPIs to ensure goals are met and course correct as necessary. Manages a team of high performing quantitative analysts and will be responsible for ensuring the team stays motivated and engaged. Manages team performance, coach and develop employees and hire the right talent. In addition, this individual will identify , prioritize and supervise the team to flawlessly execute on initiatives. Develops and coaches teams to be able to identify , manage, and escalate risk, and effectively manages risk within the teams you oversee. Responsibilities Provides thought leadership & strategic thinking to translate business problem into analytical framework(s), and independently recommend actions and provide business insights. Leads the development and implementation of advanced analytics including customer segmentation, optimization, prescriptive analytics and machine learning algorithm & recommendation to solve business problems. Manages priorities and sets of analyst , assign projects and allocate resource , communicate business performance and project progress to management & business partners. Operates as a subject matter expert on statistical analysis, test and design of experiment, analysis methodology , modeling & application, and financial impact analysis. Establishes and maintains effective performance tracking; identify improvement opportunity, form hypothesis, propose, design and implement tests to drive strategy enhancement and optimization. Delivers effective presentations of findings and recommendations to multiple levels of leadership, creating visual displays of quantitative information. Develops and automates reports, iteratively build and prototype dashboards to provide insights at scale, solving for analytical needs. Facilitates implementation of work product and ensure accuracy. Ensures standard work processes and documentation requirements are timely and consistently followed by team . Encourages continuous improvement of team processes and share across functional teams to ensure consistency. Minimum Qualifications At a minimum, here's what we need from you: Bachelor's Degree in Analytics , Engineering, Statistics or related field 6 + years of experience in Credit Risk, Fraud Risk, Marketing Analytics, Optimization, Operations Analytics, Modeling/Data Science or related field Preferred Qualifications If we had our say, we'd also look for: Master's Degree in Analytics , Engineering, Mathematics, S tatistics or related field 8 + years of experience in Credit Risk, Fraud Risk, Marketing Analytics, Optimization, Operations Analytics, Modeling/Data Science or related field Application Deadline: The application window for this position is anticipated to close on Apr-23-2024. We encourage you to apply as soon as possible. The posting may be available past this date, but it is not guaranteed. Compensation: The base pay for this position generally ranges between $126,500.00 to $177,300.00. Additional incentives may be provided as part of a market competitive total compensation package. Factors, such as but not limited to, geographical location, relevant experience, education, and skill level may impact the pay for this position. Benefits: We also offer a range of benefits and programs based on eligibility. These benefits include: Paid Parental Leave Paid Time Off 401(k) Plan Medical, Dental, Vision, & Health Savings Account STD, Life, LTD and AD&D Recognition Program Education Assistance Commuter Benefits Family Support Programs Employee Stock Purchase Plan Learn more at . What are you waiting for? Apply today! All Discover employees place our customers at the very center of our work. To deliver on our promises to our customers, each of us contribute every day to a culture that values compliance and risk management. Discover is committed to a diverse and inclusive workplace. Discover is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or other legally protected status. (Know Your Rights & Pay Transparency Nondiscrimination Provision) Discover complies with federal, state, and local laws applicable to qualified individuals with disabilities and is committed to providing reasonable accommodations. If you require a reasonable accommodation to search for a position, to complete an application, and/or to participate in an interview, please email . Any information you provide regarding your accommodation needs will be kept confidential and will only be used to determine and provide necessary accommodation.
The Clinical Division Administrator has oversight and accountability for the operational success of programmatic areas for respective assigned divisions. The CDA partners with the Medical Division Director in implementing strategic initiatives, project management, metric reporting, people management, developing faculty schedules, maintains CMEs, reimbursements, partners with departmental finance team, manages and arranges meetings/interviews, reconciliation of EPIC with Qgenda, maintaining CARTS, and physician scoreboards. The incumbent will cross all facets of the academic (research, education) and clinical missions of the organization. The position has liaison relationships with senior departmental leadership, ambulatory operations, and organizational entities. This position will work across all sites and all locations. Job Responsibilities Tracking clinical FTE, clinical schedule, productivity expectations for faculty in the divisions in accordance with departmental guidelines Dealing with faculty and staff issues/problems as they arise, working to understand and correct them, if possible, or to elevate to higher level if necessary; always keeping in balance the needs of the individual faculty, the Division, the Department, and the Health System Ensuring that requirements such as annual inventory, space assignments, travel and business expense reimbursements, supply and equipment procurement processes are completed within the guidelines and requirements of the department, medical center and college Coordinates with the departments Education office, to ensure Fellowship programs are appropriately managed, trainee recruitment is completed accurately and timely; and accreditation requirements are met Serves as the manager for employees in the business units (planning division staffing; understanding/ adhering to union policies and procedures; implementing and upholding the organizations HR practices etc) Works closely with the Associate Administrator and Financial Analyst to complete business plans for new programs, proformas for new and replacement faculty recruits, and other ad hoc analyses to support business decisions on behalf of the divisions Qualifications Bachelor's Degree Required Master's Degree Preferred 5-7 years increasingly responsible administrative management positions supervising 3+ individuals Familiar with healthcare financing and clinical services in an academic setting Working Knowledge of Epic, Infor, SAP-HCM, Microsoft Office, Visio, Power BI, PPO HQ Superior critical thinking, administrative judgment; ability to multitask and to manage multiple, complex competing priorities. Department: OB/GYN Bargaining Unit: Non Union Campus: MOSES Employment Status: Regular Full-Time Address: 3332 Rochambeau Avenue, Bronx Shift: Day Scheduled Hours: 8:30 AM-5 PM Req ID: 216865 Salary Range/Pay Rate: $80,250.00 - $107,000.00 For positions that have only a rate listed, the displayed rate is the hiring rate but could be subject to change based on shift differential, experience, education or other relevant factors. To learn more about the "Montefiore Difference" - who we are at Montefiore and all that we have to offer our associates, please click here. Diversity, equity and inclusion are core values of Montefiore. We are committed to recruiting and creating an environment in which associates feel empowered to thrive and be their authentic selves through our inclusive culture. We welcome your interest and invite you to join us. Montefiore is an equal employment opportunity employer. Montefiore will recruit, hire, train, transfer, promote, layoff and discharge associates in all job classifications without regard to their race, color, religion, creed, national origin, alienage or citizenship status, age, gender, actual or presumed disability, history of disability, sexual orientation, gender identity, gender expression, genetic predisposition or carrier status, pregnancy, military status, marital status, or partnership status, or any other characteristic protected by law. N/A;
04/19/2024
Full time
The Clinical Division Administrator has oversight and accountability for the operational success of programmatic areas for respective assigned divisions. The CDA partners with the Medical Division Director in implementing strategic initiatives, project management, metric reporting, people management, developing faculty schedules, maintains CMEs, reimbursements, partners with departmental finance team, manages and arranges meetings/interviews, reconciliation of EPIC with Qgenda, maintaining CARTS, and physician scoreboards. The incumbent will cross all facets of the academic (research, education) and clinical missions of the organization. The position has liaison relationships with senior departmental leadership, ambulatory operations, and organizational entities. This position will work across all sites and all locations. Job Responsibilities Tracking clinical FTE, clinical schedule, productivity expectations for faculty in the divisions in accordance with departmental guidelines Dealing with faculty and staff issues/problems as they arise, working to understand and correct them, if possible, or to elevate to higher level if necessary; always keeping in balance the needs of the individual faculty, the Division, the Department, and the Health System Ensuring that requirements such as annual inventory, space assignments, travel and business expense reimbursements, supply and equipment procurement processes are completed within the guidelines and requirements of the department, medical center and college Coordinates with the departments Education office, to ensure Fellowship programs are appropriately managed, trainee recruitment is completed accurately and timely; and accreditation requirements are met Serves as the manager for employees in the business units (planning division staffing; understanding/ adhering to union policies and procedures; implementing and upholding the organizations HR practices etc) Works closely with the Associate Administrator and Financial Analyst to complete business plans for new programs, proformas for new and replacement faculty recruits, and other ad hoc analyses to support business decisions on behalf of the divisions Qualifications Bachelor's Degree Required Master's Degree Preferred 5-7 years increasingly responsible administrative management positions supervising 3+ individuals Familiar with healthcare financing and clinical services in an academic setting Working Knowledge of Epic, Infor, SAP-HCM, Microsoft Office, Visio, Power BI, PPO HQ Superior critical thinking, administrative judgment; ability to multitask and to manage multiple, complex competing priorities. Department: OB/GYN Bargaining Unit: Non Union Campus: MOSES Employment Status: Regular Full-Time Address: 3332 Rochambeau Avenue, Bronx Shift: Day Scheduled Hours: 8:30 AM-5 PM Req ID: 216865 Salary Range/Pay Rate: $80,250.00 - $107,000.00 For positions that have only a rate listed, the displayed rate is the hiring rate but could be subject to change based on shift differential, experience, education or other relevant factors. To learn more about the "Montefiore Difference" - who we are at Montefiore and all that we have to offer our associates, please click here. Diversity, equity and inclusion are core values of Montefiore. We are committed to recruiting and creating an environment in which associates feel empowered to thrive and be their authentic selves through our inclusive culture. We welcome your interest and invite you to join us. Montefiore is an equal employment opportunity employer. Montefiore will recruit, hire, train, transfer, promote, layoff and discharge associates in all job classifications without regard to their race, color, religion, creed, national origin, alienage or citizenship status, age, gender, actual or presumed disability, history of disability, sexual orientation, gender identity, gender expression, genetic predisposition or carrier status, pregnancy, military status, marital status, or partnership status, or any other characteristic protected by law. N/A;
The Oregon Health Authority (OHA), Public Health Division (PHD), Health Licensing Office (HLO) is recruiting for a Board Specialist to provide support to the in operations and development of policy and rules related the boards/councils/programs regulated by the Health Licensing Office (HLO). In addition, this position provides front-line direction to customers and board members by providing guidance related to diverse and unrelated board rules and policies. This position also provides independent analysis of research related to policy development and assists the policy analyst in developing and drafting rules. Preference will be given to candidates fluent in American Sign Lanuguage; although not required so please apply today! OHA values service excellence, leadership, integrity, health equity and partnership and has a strategic goal to end all health inequities by 2030. What you will do! Provides administrative support including: drafting documents, scheduling appointments, initiating projects, and tracking progress of projects. review and analyze processes and procedures for effectiveness and efficiency. serve as primary contact to the boards/councils and stakeholders. interprets and explains administrative rules, laws, and policies related to the office and the various boards/councils/programs. coordinate with accounting division to process travel reimbursement forms for board members and process vender invoices. What's in it for you? medical, vision and dental benefits packages Paid Leave Days: o 11 paid holidays each year o 3 additional paid "Personal Business Days" each year o 8 hours of paid sick leave accumulated every month o Progressive vacation leave accrual with increases every 5 years Pension and retirement programs Optional benefits include short-term disability, long-term disability, deferred compensation savings program, and flexible spending accounts for health care and childcare expenses. Some of this work may be conducted remotely at an alternate worksite with full access to the needed operating systems and technology. However, there is a requirement to work a minimum of 24 hours a week at the primary work location: 1430 Tandem Ave NE, Suite 180, Salem, OR. Work location can be changed at any time at the discretion of the hiring manager. WHAT WE ARE LOOKING FOR: Minimum Qualifications Three years of secretarial or administrative support experience that includes coordinating office procedures, preparing narrative and statistical reports, and administrative data collection and analysis. Substitutions: An associate degree in general office occupations will substitute for one year experience. A certification in general office occupations will substitute for 6 months of experience. Higher education may substitute for up to two years of experience. Desired Attributes Experience in creating and maintaining a work environment that is respectful and accepting of diversity among team members and the people we serve. Ability to communicate clearly, both verbally and in writing. Demonstrated ability to multi-task in a fast-paced environment. Demonstrated ability conceptualize and complete projects independently. Fluency in American Sign Lanuguage is preferred. Proficiency with general admin support software such as Microsoft Office (Word, Excel, Outlook), Adobe, Teams, Zoom, etc. How to apply: Complete the online application at oregonjobs.org using job number REQ-151882 Deadline: 4/1/2024
04/19/2024
The Oregon Health Authority (OHA), Public Health Division (PHD), Health Licensing Office (HLO) is recruiting for a Board Specialist to provide support to the in operations and development of policy and rules related the boards/councils/programs regulated by the Health Licensing Office (HLO). In addition, this position provides front-line direction to customers and board members by providing guidance related to diverse and unrelated board rules and policies. This position also provides independent analysis of research related to policy development and assists the policy analyst in developing and drafting rules. Preference will be given to candidates fluent in American Sign Lanuguage; although not required so please apply today! OHA values service excellence, leadership, integrity, health equity and partnership and has a strategic goal to end all health inequities by 2030. What you will do! Provides administrative support including: drafting documents, scheduling appointments, initiating projects, and tracking progress of projects. review and analyze processes and procedures for effectiveness and efficiency. serve as primary contact to the boards/councils and stakeholders. interprets and explains administrative rules, laws, and policies related to the office and the various boards/councils/programs. coordinate with accounting division to process travel reimbursement forms for board members and process vender invoices. What's in it for you? medical, vision and dental benefits packages Paid Leave Days: o 11 paid holidays each year o 3 additional paid "Personal Business Days" each year o 8 hours of paid sick leave accumulated every month o Progressive vacation leave accrual with increases every 5 years Pension and retirement programs Optional benefits include short-term disability, long-term disability, deferred compensation savings program, and flexible spending accounts for health care and childcare expenses. Some of this work may be conducted remotely at an alternate worksite with full access to the needed operating systems and technology. However, there is a requirement to work a minimum of 24 hours a week at the primary work location: 1430 Tandem Ave NE, Suite 180, Salem, OR. Work location can be changed at any time at the discretion of the hiring manager. WHAT WE ARE LOOKING FOR: Minimum Qualifications Three years of secretarial or administrative support experience that includes coordinating office procedures, preparing narrative and statistical reports, and administrative data collection and analysis. Substitutions: An associate degree in general office occupations will substitute for one year experience. A certification in general office occupations will substitute for 6 months of experience. Higher education may substitute for up to two years of experience. Desired Attributes Experience in creating and maintaining a work environment that is respectful and accepting of diversity among team members and the people we serve. Ability to communicate clearly, both verbally and in writing. Demonstrated ability to multi-task in a fast-paced environment. Demonstrated ability conceptualize and complete projects independently. Fluency in American Sign Lanuguage is preferred. Proficiency with general admin support software such as Microsoft Office (Word, Excel, Outlook), Adobe, Teams, Zoom, etc. How to apply: Complete the online application at oregonjobs.org using job number REQ-151882 Deadline: 4/1/2024
Discover. A brighter future. With us, you'll do meaningful work from Day 1. Our collaborative culture is built on three core behaviors: We Play to Win, We Get Better Every Day & We Succeed Together. And we mean it - we want you to grow and make a difference at one of the world's leading digital banking and payments companies. We value what makes you unique so that you have an opportunity to shine. Come build your future, while being the reason millions of people find a brighter financial future with Discover. Job Description: A t Discover, be part of a culture where diversity, teamwork and collaboration reign. Join a company that is just as employee-focused as it is on its customers and is consistently awarded for both. We're all about people, and our employees are why Discover is a great place to work. Be the reason we help millions of consumers build a brighter financial future and achieve yours along the way with a rewarding career. Responsible for providing thought leadership & strategic thinking to solve business problems by leveraging techniques such as segmentation, optimization, advanced analytics and machine learning. The role will closely monitor performance metrics and KPIs to ensure goals are met and course correct as necessary. Manages a team of high performing quantitative analysts and will be responsible for ensuring the team stays motivated and engaged. Manages team performance, coach and develop employees and hire the right talent. In addition, this individual will identify , prioritize and supervise the team to flawlessly execute on initiatives. Develops and coaches teams to be able to identify , manage, and escalate risk, and effectively manages risk within the teams you oversee. Responsibilities Provides thought leadership & strategic thinking to translate business problem into analytical framework(s), and independently recommend actions and provide business insights. Leads the development and implementation of advanced analytics including customer segmentation, optimization, prescriptive analytics and machine learning algorithm & recommendation to solve business problems. Manages priorities and sets of analyst , assign projects and allocate resource , communicate business performance and project progress to management & business partners. Operates as a subject matter expert on statistical analysis, test and design of experiment, analysis methodology , modeling & application, and financial impact analysis. Establishes and maintains effective performance tracking; identify improvement opportunity, form hypothesis, propose, design and implement tests to drive strategy enhancement and optimization. Delivers effective presentations of findings and recommendations to multiple levels of leadership, creating visual displays of quantitative information. Develops and automates reports, iteratively build and prototype dashboards to provide insights at scale, solving for analytical needs. Facilitates implementation of work product and ensure accuracy. Ensures standard work processes and documentation requirements are timely and consistently followed by team . Encourages continuous improvement of team processes and share across functional teams to ensure consistency. Minimum Qualifications At a minimum, here's what we need from you: Bachelor's Degree in Analytics , Engineering, Statistics or related field 6 + years of experience in Credit Risk, Fraud Risk, Marketing Analytics, Optimization, Operations Analytics, Modeling/Data Science or related field Preferred Qualifications If we had our say, we'd also look for: Master's Degree in Analytics , Engineering, Mathematics, S tatistics or related field 8 + years of experience in Credit Risk, Fraud Risk, Marketing Analytics, Optimization, Operations Analytics, Modeling/Data Science or related field Application Deadline: The application window for this position is anticipated to close on Apr-23-2024. We encourage you to apply as soon as possible. The posting may be available past this date, but it is not guaranteed. Compensation: The base pay for this position generally ranges between $126,500.00 to $177,300.00. Additional incentives may be provided as part of a market competitive total compensation package. Factors, such as but not limited to, geographical location, relevant experience, education, and skill level may impact the pay for this position. Benefits: We also offer a range of benefits and programs based on eligibility. These benefits include: Paid Parental Leave Paid Time Off 401(k) Plan Medical, Dental, Vision, & Health Savings Account STD, Life, LTD and AD&D Recognition Program Education Assistance Commuter Benefits Family Support Programs Employee Stock Purchase Plan Learn more at . What are you waiting for? Apply today! All Discover employees place our customers at the very center of our work. To deliver on our promises to our customers, each of us contribute every day to a culture that values compliance and risk management. Discover is committed to a diverse and inclusive workplace. Discover is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or other legally protected status. (Know Your Rights & Pay Transparency Nondiscrimination Provision) Discover complies with federal, state, and local laws applicable to qualified individuals with disabilities and is committed to providing reasonable accommodations. If you require a reasonable accommodation to search for a position, to complete an application, and/or to participate in an interview, please email . Any information you provide regarding your accommodation needs will be kept confidential and will only be used to determine and provide necessary accommodation.
04/19/2024
Full time
Discover. A brighter future. With us, you'll do meaningful work from Day 1. Our collaborative culture is built on three core behaviors: We Play to Win, We Get Better Every Day & We Succeed Together. And we mean it - we want you to grow and make a difference at one of the world's leading digital banking and payments companies. We value what makes you unique so that you have an opportunity to shine. Come build your future, while being the reason millions of people find a brighter financial future with Discover. Job Description: A t Discover, be part of a culture where diversity, teamwork and collaboration reign. Join a company that is just as employee-focused as it is on its customers and is consistently awarded for both. We're all about people, and our employees are why Discover is a great place to work. Be the reason we help millions of consumers build a brighter financial future and achieve yours along the way with a rewarding career. Responsible for providing thought leadership & strategic thinking to solve business problems by leveraging techniques such as segmentation, optimization, advanced analytics and machine learning. The role will closely monitor performance metrics and KPIs to ensure goals are met and course correct as necessary. Manages a team of high performing quantitative analysts and will be responsible for ensuring the team stays motivated and engaged. Manages team performance, coach and develop employees and hire the right talent. In addition, this individual will identify , prioritize and supervise the team to flawlessly execute on initiatives. Develops and coaches teams to be able to identify , manage, and escalate risk, and effectively manages risk within the teams you oversee. Responsibilities Provides thought leadership & strategic thinking to translate business problem into analytical framework(s), and independently recommend actions and provide business insights. Leads the development and implementation of advanced analytics including customer segmentation, optimization, prescriptive analytics and machine learning algorithm & recommendation to solve business problems. Manages priorities and sets of analyst , assign projects and allocate resource , communicate business performance and project progress to management & business partners. Operates as a subject matter expert on statistical analysis, test and design of experiment, analysis methodology , modeling & application, and financial impact analysis. Establishes and maintains effective performance tracking; identify improvement opportunity, form hypothesis, propose, design and implement tests to drive strategy enhancement and optimization. Delivers effective presentations of findings and recommendations to multiple levels of leadership, creating visual displays of quantitative information. Develops and automates reports, iteratively build and prototype dashboards to provide insights at scale, solving for analytical needs. Facilitates implementation of work product and ensure accuracy. Ensures standard work processes and documentation requirements are timely and consistently followed by team . Encourages continuous improvement of team processes and share across functional teams to ensure consistency. Minimum Qualifications At a minimum, here's what we need from you: Bachelor's Degree in Analytics , Engineering, Statistics or related field 6 + years of experience in Credit Risk, Fraud Risk, Marketing Analytics, Optimization, Operations Analytics, Modeling/Data Science or related field Preferred Qualifications If we had our say, we'd also look for: Master's Degree in Analytics , Engineering, Mathematics, S tatistics or related field 8 + years of experience in Credit Risk, Fraud Risk, Marketing Analytics, Optimization, Operations Analytics, Modeling/Data Science or related field Application Deadline: The application window for this position is anticipated to close on Apr-23-2024. We encourage you to apply as soon as possible. The posting may be available past this date, but it is not guaranteed. Compensation: The base pay for this position generally ranges between $126,500.00 to $177,300.00. Additional incentives may be provided as part of a market competitive total compensation package. Factors, such as but not limited to, geographical location, relevant experience, education, and skill level may impact the pay for this position. Benefits: We also offer a range of benefits and programs based on eligibility. These benefits include: Paid Parental Leave Paid Time Off 401(k) Plan Medical, Dental, Vision, & Health Savings Account STD, Life, LTD and AD&D Recognition Program Education Assistance Commuter Benefits Family Support Programs Employee Stock Purchase Plan Learn more at . What are you waiting for? Apply today! All Discover employees place our customers at the very center of our work. To deliver on our promises to our customers, each of us contribute every day to a culture that values compliance and risk management. Discover is committed to a diverse and inclusive workplace. Discover is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or other legally protected status. (Know Your Rights & Pay Transparency Nondiscrimination Provision) Discover complies with federal, state, and local laws applicable to qualified individuals with disabilities and is committed to providing reasonable accommodations. If you require a reasonable accommodation to search for a position, to complete an application, and/or to participate in an interview, please email . Any information you provide regarding your accommodation needs will be kept confidential and will only be used to determine and provide necessary accommodation.
Business Analyst Work closely with Technology, Product Management and Business Operations teams to successfully facilitate and manage the development of several greenfield business application builds Responsibilities include partnering with internal stakeholders to organize, lead and manage the projects to deliver specified roadmap functionality on time and on budget This person will be a leader in project management best practices and implementation process improvements Experience should include driving all aspects of multiple projects in a complex and rapidly changing environment, and managing communications and expectations with technology, product management, business operations, internal stakeholders, and senior leadership A background in project management, IT project management, implementation methodologies, business process analysis, quality processes, and/or health system implementations is beneficial. Primary responsibilities: Responsible for all aspects of the delivery on time and on budget Communicate with all necessary teams as applicable to program implementation and management of the projects Create and manage project documents, requirements, and deliverables Work with technology, product and business operations managers throughout the project life cycle to ensure project decisions and details align with overall project roadmap Develop timelines and scope for overall project Serve as the point person for the project team to ensure they have the necessary project details, background, and timelines Define success/failure metrics, risk analysis and communicate and present to stakeholders Ability to manage effective meetings; keeping participants on track, the meeting on schedule, and focused and encouraging active participation Learns quickly with an innovative and positive approach, self-starter with strong problem solving skills $60/hour Temporary Shift: Monday-Friday 8a-5p EST Louisville, KY REMOTE Please send resumes to and All employees of Elite Staffing must be 18 years or older and authorized to work in the United States. Elite Staffing, Inc is proud to be an equal opportunity employer Our policy of equal employment opportunity is to recruit, hire, train and promote persons without regard to race, color, religion, national origin, sex, age, disability, handicap or any other protected status.CB3
04/19/2024
Full time
Business Analyst Work closely with Technology, Product Management and Business Operations teams to successfully facilitate and manage the development of several greenfield business application builds Responsibilities include partnering with internal stakeholders to organize, lead and manage the projects to deliver specified roadmap functionality on time and on budget This person will be a leader in project management best practices and implementation process improvements Experience should include driving all aspects of multiple projects in a complex and rapidly changing environment, and managing communications and expectations with technology, product management, business operations, internal stakeholders, and senior leadership A background in project management, IT project management, implementation methodologies, business process analysis, quality processes, and/or health system implementations is beneficial. Primary responsibilities: Responsible for all aspects of the delivery on time and on budget Communicate with all necessary teams as applicable to program implementation and management of the projects Create and manage project documents, requirements, and deliverables Work with technology, product and business operations managers throughout the project life cycle to ensure project decisions and details align with overall project roadmap Develop timelines and scope for overall project Serve as the point person for the project team to ensure they have the necessary project details, background, and timelines Define success/failure metrics, risk analysis and communicate and present to stakeholders Ability to manage effective meetings; keeping participants on track, the meeting on schedule, and focused and encouraging active participation Learns quickly with an innovative and positive approach, self-starter with strong problem solving skills $60/hour Temporary Shift: Monday-Friday 8a-5p EST Louisville, KY REMOTE Please send resumes to and All employees of Elite Staffing must be 18 years or older and authorized to work in the United States. Elite Staffing, Inc is proud to be an equal opportunity employer Our policy of equal employment opportunity is to recruit, hire, train and promote persons without regard to race, color, religion, national origin, sex, age, disability, handicap or any other protected status.CB3
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: The Banking Business Unit (BBU) in Edward Jones' Wealth Management Advice and Solutions (WMAS) division is responsible for developing and delivering the APPS (advice, planning, products, and services) and related strategy that help branch teams and clients with clients' saving, spending, and borrowing needs. The Cash Sweep team within the BBU is responsible for the firm's cash sweep products and interest paid on un-swept cash balances. Collectively, these cash sweep products impact all clients and branch teams and provide significant value for clients, branch teams, and the firm. The Cash Sweep team works closely with internal Treasury, Operations, Sourcing, Legal, and Compliance stakeholders as well as external program vendors and partners in the management of the firm's proprietary cash products and the development of the cash product strategic roadmap to support the continued growth and impact of these cash products at the firm. The Cash Sweep team is seeking an Associate Product Manager to support the team's current proprietary cash products and future strategic cash initiatives. What You Will Do: Collaborate with team members to support the development and execution of the firm's cash sweep strategy to ensure branch teams have quality products and support needed to help clients achieve their financial goals. Support the development and management of innovative cash products that align with firm advice and guidance in collaboration with a cross-divisional set of internal stakeholders and external vendors and partners. Gather data and insights and conduct analysis of moderate complexity that inform product strategy and development. Support the orchestration and adoption of the product line, which includes ensuring roadmaps for training, positioning, marketing, and product lifecycle with internal stakeholders. Responsible for cash product partner/vendor relationships of moderate size, complexity, and impact in order to: Manage and maintain their portfolio of products including influencing recommendations to add /remove / change products or product partners as needed, Help shape and execute business plans that align with firm strategic direction, Ensure that product literature and wholesaling support is effective (quantity and quality), aligned with key firm messages and compliant, Collaborate on the design and development of integrated platforms, systems, tools and processes that create a better client and branch team experience, Resolve moderately complex / broad product partner issues as escalated, Interface with product partner peer contacts (Eg. relationship managers, product analysts, divisional sales managers, and operational managers) Serve as a subject matter expert for cash products offered at the firm, including communication of foundational knowledge of proprietary and non-proprietary product features, benefits, pricing, etc. and their relative positioning in the marketplace to clients, branch teams, and firm stakeholders. Support broad division, firm or industry initiatives and events as needed to represent the product line in alignment with firm strategy (Eg. cross divisional-projects, internal committees, product partner events, regional events, industry groups, etc.) Support BBU-specific initiatives, events, roles, and structure on an ad-hoc and recurring basis as needed. What Experience You Need Bachelor's degree required with preferred discipline of business, finance, economics, accounting, math, or similar focus. Obtain the SIE, Series 7, and Series 66 licenses within 12 months of hire. 3+ years of financial services, product management, or consulting experience. What Could Set You Apart: Reporting, data querying, and/or financial modeling experience Progress towards advanced degree, such as an MBA Progress towards relevant industry designation(s) preferred (CFA, CFP, CTP, etc.) At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $81750 - $139194 Category: Headquarters
04/19/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: The Banking Business Unit (BBU) in Edward Jones' Wealth Management Advice and Solutions (WMAS) division is responsible for developing and delivering the APPS (advice, planning, products, and services) and related strategy that help branch teams and clients with clients' saving, spending, and borrowing needs. The Cash Sweep team within the BBU is responsible for the firm's cash sweep products and interest paid on un-swept cash balances. Collectively, these cash sweep products impact all clients and branch teams and provide significant value for clients, branch teams, and the firm. The Cash Sweep team works closely with internal Treasury, Operations, Sourcing, Legal, and Compliance stakeholders as well as external program vendors and partners in the management of the firm's proprietary cash products and the development of the cash product strategic roadmap to support the continued growth and impact of these cash products at the firm. The Cash Sweep team is seeking an Associate Product Manager to support the team's current proprietary cash products and future strategic cash initiatives. What You Will Do: Collaborate with team members to support the development and execution of the firm's cash sweep strategy to ensure branch teams have quality products and support needed to help clients achieve their financial goals. Support the development and management of innovative cash products that align with firm advice and guidance in collaboration with a cross-divisional set of internal stakeholders and external vendors and partners. Gather data and insights and conduct analysis of moderate complexity that inform product strategy and development. Support the orchestration and adoption of the product line, which includes ensuring roadmaps for training, positioning, marketing, and product lifecycle with internal stakeholders. Responsible for cash product partner/vendor relationships of moderate size, complexity, and impact in order to: Manage and maintain their portfolio of products including influencing recommendations to add /remove / change products or product partners as needed, Help shape and execute business plans that align with firm strategic direction, Ensure that product literature and wholesaling support is effective (quantity and quality), aligned with key firm messages and compliant, Collaborate on the design and development of integrated platforms, systems, tools and processes that create a better client and branch team experience, Resolve moderately complex / broad product partner issues as escalated, Interface with product partner peer contacts (Eg. relationship managers, product analysts, divisional sales managers, and operational managers) Serve as a subject matter expert for cash products offered at the firm, including communication of foundational knowledge of proprietary and non-proprietary product features, benefits, pricing, etc. and their relative positioning in the marketplace to clients, branch teams, and firm stakeholders. Support broad division, firm or industry initiatives and events as needed to represent the product line in alignment with firm strategy (Eg. cross divisional-projects, internal committees, product partner events, regional events, industry groups, etc.) Support BBU-specific initiatives, events, roles, and structure on an ad-hoc and recurring basis as needed. What Experience You Need Bachelor's degree required with preferred discipline of business, finance, economics, accounting, math, or similar focus. Obtain the SIE, Series 7, and Series 66 licenses within 12 months of hire. 3+ years of financial services, product management, or consulting experience. What Could Set You Apart: Reporting, data querying, and/or financial modeling experience Progress towards advanced degree, such as an MBA Progress towards relevant industry designation(s) preferred (CFA, CFP, CTP, etc.) At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $81750 - $139194 Category: Headquarters
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: The Banking Business Unit (BBU) in Edward Jones' Wealth Management Advice and Solutions (WMAS) division is responsible for developing and delivering the APPS (advice, planning, products, and services) and related strategy that help branch teams and clients with clients' saving, spending, and borrowing needs. The Cash Sweep team within the BBU is responsible for the firm's cash sweep products and interest paid on un-swept cash balances. Collectively, these cash sweep products impact all clients and branch teams and provide significant value for clients, branch teams, and the firm. The Cash Sweep team works closely with internal Treasury, Operations, Sourcing, Legal, and Compliance stakeholders as well as external program vendors and partners in the management of the firm's proprietary cash products and the development of the cash product strategic roadmap to support the continued growth and impact of these cash products at the firm. The Cash Sweep team is seeking an Associate Product Manager to support the team's current proprietary cash products and future strategic cash initiatives. What You Will Do: Collaborate with team members to support the development and execution of the firm's cash sweep strategy to ensure branch teams have quality products and support needed to help clients achieve their financial goals. Support the development and management of innovative cash products that align with firm advice and guidance in collaboration with a cross-divisional set of internal stakeholders and external vendors and partners. Gather data and insights and conduct analysis of moderate complexity that inform product strategy and development. Support the orchestration and adoption of the product line, which includes ensuring roadmaps for training, positioning, marketing, and product lifecycle with internal stakeholders. Responsible for cash product partner/vendor relationships of moderate size, complexity, and impact in order to: Manage and maintain their portfolio of products including influencing recommendations to add /remove / change products or product partners as needed, Help shape and execute business plans that align with firm strategic direction, Ensure that product literature and wholesaling support is effective (quantity and quality), aligned with key firm messages and compliant, Collaborate on the design and development of integrated platforms, systems, tools and processes that create a better client and branch team experience, Resolve moderately complex / broad product partner issues as escalated, Interface with product partner peer contacts (Eg. relationship managers, product analysts, divisional sales managers, and operational managers) Serve as a subject matter expert for cash products offered at the firm, including communication of foundational knowledge of proprietary and non-proprietary product features, benefits, pricing, etc. and their relative positioning in the marketplace to clients, branch teams, and firm stakeholders. Support broad division, firm or industry initiatives and events as needed to represent the product line in alignment with firm strategy (Eg. cross divisional-projects, internal committees, product partner events, regional events, industry groups, etc.) Support BBU-specific initiatives, events, roles, and structure on an ad-hoc and recurring basis as needed. What Experience You Need Bachelor's degree required with preferred discipline of business, finance, economics, accounting, math, or similar focus. Obtain the SIE, Series 7, and Series 66 licenses within 12 months of hire. 3+ years of financial services, product management, or consulting experience. What Could Set You Apart: Reporting, data querying, and/or financial modeling experience Progress towards advanced degree, such as an MBA Progress towards relevant industry designation(s) preferred (CFA, CFP, CTP, etc.) At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $81750 - $139194 Category: Headquarters
04/19/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: The Banking Business Unit (BBU) in Edward Jones' Wealth Management Advice and Solutions (WMAS) division is responsible for developing and delivering the APPS (advice, planning, products, and services) and related strategy that help branch teams and clients with clients' saving, spending, and borrowing needs. The Cash Sweep team within the BBU is responsible for the firm's cash sweep products and interest paid on un-swept cash balances. Collectively, these cash sweep products impact all clients and branch teams and provide significant value for clients, branch teams, and the firm. The Cash Sweep team works closely with internal Treasury, Operations, Sourcing, Legal, and Compliance stakeholders as well as external program vendors and partners in the management of the firm's proprietary cash products and the development of the cash product strategic roadmap to support the continued growth and impact of these cash products at the firm. The Cash Sweep team is seeking an Associate Product Manager to support the team's current proprietary cash products and future strategic cash initiatives. What You Will Do: Collaborate with team members to support the development and execution of the firm's cash sweep strategy to ensure branch teams have quality products and support needed to help clients achieve their financial goals. Support the development and management of innovative cash products that align with firm advice and guidance in collaboration with a cross-divisional set of internal stakeholders and external vendors and partners. Gather data and insights and conduct analysis of moderate complexity that inform product strategy and development. Support the orchestration and adoption of the product line, which includes ensuring roadmaps for training, positioning, marketing, and product lifecycle with internal stakeholders. Responsible for cash product partner/vendor relationships of moderate size, complexity, and impact in order to: Manage and maintain their portfolio of products including influencing recommendations to add /remove / change products or product partners as needed, Help shape and execute business plans that align with firm strategic direction, Ensure that product literature and wholesaling support is effective (quantity and quality), aligned with key firm messages and compliant, Collaborate on the design and development of integrated platforms, systems, tools and processes that create a better client and branch team experience, Resolve moderately complex / broad product partner issues as escalated, Interface with product partner peer contacts (Eg. relationship managers, product analysts, divisional sales managers, and operational managers) Serve as a subject matter expert for cash products offered at the firm, including communication of foundational knowledge of proprietary and non-proprietary product features, benefits, pricing, etc. and their relative positioning in the marketplace to clients, branch teams, and firm stakeholders. Support broad division, firm or industry initiatives and events as needed to represent the product line in alignment with firm strategy (Eg. cross divisional-projects, internal committees, product partner events, regional events, industry groups, etc.) Support BBU-specific initiatives, events, roles, and structure on an ad-hoc and recurring basis as needed. What Experience You Need Bachelor's degree required with preferred discipline of business, finance, economics, accounting, math, or similar focus. Obtain the SIE, Series 7, and Series 66 licenses within 12 months of hire. 3+ years of financial services, product management, or consulting experience. What Could Set You Apart: Reporting, data querying, and/or financial modeling experience Progress towards advanced degree, such as an MBA Progress towards relevant industry designation(s) preferred (CFA, CFP, CTP, etc.) At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $81750 - $139194 Category: Headquarters
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: The Banking Business Unit (BBU) in Edward Jones' Wealth Management Advice and Solutions (WMAS) division is responsible for developing and delivering the APPS (advice, planning, products, and services) and related strategy that help branch teams and clients with clients' saving, spending, and borrowing needs. The Cash Sweep team within the BBU is responsible for the firm's cash sweep products and interest paid on un-swept cash balances. Collectively, these cash sweep products impact all clients and branch teams and provide significant value for clients, branch teams, and the firm. The Cash Sweep team works closely with internal Treasury, Operations, Sourcing, Legal, and Compliance stakeholders as well as external program vendors and partners in the management of the firm's proprietary cash products and the development of the cash product strategic roadmap to support the continued growth and impact of these cash products at the firm. The Cash Sweep team is seeking an Associate Product Manager to support the team's current proprietary cash products and future strategic cash initiatives. What You Will Do: Collaborate with team members to support the development and execution of the firm's cash sweep strategy to ensure branch teams have quality products and support needed to help clients achieve their financial goals. Support the development and management of innovative cash products that align with firm advice and guidance in collaboration with a cross-divisional set of internal stakeholders and external vendors and partners. Gather data and insights and conduct analysis of moderate complexity that inform product strategy and development. Support the orchestration and adoption of the product line, which includes ensuring roadmaps for training, positioning, marketing, and product lifecycle with internal stakeholders. Responsible for cash product partner/vendor relationships of moderate size, complexity, and impact in order to: Manage and maintain their portfolio of products including influencing recommendations to add /remove / change products or product partners as needed, Help shape and execute business plans that align with firm strategic direction, Ensure that product literature and wholesaling support is effective (quantity and quality), aligned with key firm messages and compliant, Collaborate on the design and development of integrated platforms, systems, tools and processes that create a better client and branch team experience, Resolve moderately complex / broad product partner issues as escalated, Interface with product partner peer contacts (Eg. relationship managers, product analysts, divisional sales managers, and operational managers) Serve as a subject matter expert for cash products offered at the firm, including communication of foundational knowledge of proprietary and non-proprietary product features, benefits, pricing, etc. and their relative positioning in the marketplace to clients, branch teams, and firm stakeholders. Support broad division, firm or industry initiatives and events as needed to represent the product line in alignment with firm strategy (Eg. cross divisional-projects, internal committees, product partner events, regional events, industry groups, etc.) Support BBU-specific initiatives, events, roles, and structure on an ad-hoc and recurring basis as needed. What Experience You Need Bachelor's degree required with preferred discipline of business, finance, economics, accounting, math, or similar focus. Obtain the SIE, Series 7, and Series 66 licenses within 12 months of hire. 3+ years of financial services, product management, or consulting experience. What Could Set You Apart: Reporting, data querying, and/or financial modeling experience Progress towards advanced degree, such as an MBA Progress towards relevant industry designation(s) preferred (CFA, CFP, CTP, etc.) At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $81750 - $139194 Category: Headquarters
04/19/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: The Banking Business Unit (BBU) in Edward Jones' Wealth Management Advice and Solutions (WMAS) division is responsible for developing and delivering the APPS (advice, planning, products, and services) and related strategy that help branch teams and clients with clients' saving, spending, and borrowing needs. The Cash Sweep team within the BBU is responsible for the firm's cash sweep products and interest paid on un-swept cash balances. Collectively, these cash sweep products impact all clients and branch teams and provide significant value for clients, branch teams, and the firm. The Cash Sweep team works closely with internal Treasury, Operations, Sourcing, Legal, and Compliance stakeholders as well as external program vendors and partners in the management of the firm's proprietary cash products and the development of the cash product strategic roadmap to support the continued growth and impact of these cash products at the firm. The Cash Sweep team is seeking an Associate Product Manager to support the team's current proprietary cash products and future strategic cash initiatives. What You Will Do: Collaborate with team members to support the development and execution of the firm's cash sweep strategy to ensure branch teams have quality products and support needed to help clients achieve their financial goals. Support the development and management of innovative cash products that align with firm advice and guidance in collaboration with a cross-divisional set of internal stakeholders and external vendors and partners. Gather data and insights and conduct analysis of moderate complexity that inform product strategy and development. Support the orchestration and adoption of the product line, which includes ensuring roadmaps for training, positioning, marketing, and product lifecycle with internal stakeholders. Responsible for cash product partner/vendor relationships of moderate size, complexity, and impact in order to: Manage and maintain their portfolio of products including influencing recommendations to add /remove / change products or product partners as needed, Help shape and execute business plans that align with firm strategic direction, Ensure that product literature and wholesaling support is effective (quantity and quality), aligned with key firm messages and compliant, Collaborate on the design and development of integrated platforms, systems, tools and processes that create a better client and branch team experience, Resolve moderately complex / broad product partner issues as escalated, Interface with product partner peer contacts (Eg. relationship managers, product analysts, divisional sales managers, and operational managers) Serve as a subject matter expert for cash products offered at the firm, including communication of foundational knowledge of proprietary and non-proprietary product features, benefits, pricing, etc. and their relative positioning in the marketplace to clients, branch teams, and firm stakeholders. Support broad division, firm or industry initiatives and events as needed to represent the product line in alignment with firm strategy (Eg. cross divisional-projects, internal committees, product partner events, regional events, industry groups, etc.) Support BBU-specific initiatives, events, roles, and structure on an ad-hoc and recurring basis as needed. What Experience You Need Bachelor's degree required with preferred discipline of business, finance, economics, accounting, math, or similar focus. Obtain the SIE, Series 7, and Series 66 licenses within 12 months of hire. 3+ years of financial services, product management, or consulting experience. What Could Set You Apart: Reporting, data querying, and/or financial modeling experience Progress towards advanced degree, such as an MBA Progress towards relevant industry designation(s) preferred (CFA, CFP, CTP, etc.) At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $81750 - $139194 Category: Headquarters
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: The Banking Business Unit (BBU) in Edward Jones' Wealth Management Advice and Solutions (WMAS) division is responsible for developing and delivering the APPS (advice, planning, products, and services) and related strategy that help branch teams and clients with clients' saving, spending, and borrowing needs. The Cash Sweep team within the BBU is responsible for the firm's cash sweep products and interest paid on un-swept cash balances. Collectively, these cash sweep products impact all clients and branch teams and provide significant value for clients, branch teams, and the firm. The Cash Sweep team works closely with internal Treasury, Operations, Sourcing, Legal, and Compliance stakeholders as well as external program vendors and partners in the management of the firm's proprietary cash products and the development of the cash product strategic roadmap to support the continued growth and impact of these cash products at the firm. The Cash Sweep team is seeking an Associate Product Manager to support the team's current proprietary cash products and future strategic cash initiatives. What You Will Do: Collaborate with team members to support the development and execution of the firm's cash sweep strategy to ensure branch teams have quality products and support needed to help clients achieve their financial goals. Support the development and management of innovative cash products that align with firm advice and guidance in collaboration with a cross-divisional set of internal stakeholders and external vendors and partners. Gather data and insights and conduct analysis of moderate complexity that inform product strategy and development. Support the orchestration and adoption of the product line, which includes ensuring roadmaps for training, positioning, marketing, and product lifecycle with internal stakeholders. Responsible for cash product partner/vendor relationships of moderate size, complexity, and impact in order to: Manage and maintain their portfolio of products including influencing recommendations to add /remove / change products or product partners as needed, Help shape and execute business plans that align with firm strategic direction, Ensure that product literature and wholesaling support is effective (quantity and quality), aligned with key firm messages and compliant, Collaborate on the design and development of integrated platforms, systems, tools and processes that create a better client and branch team experience, Resolve moderately complex / broad product partner issues as escalated, Interface with product partner peer contacts (Eg. relationship managers, product analysts, divisional sales managers, and operational managers) Serve as a subject matter expert for cash products offered at the firm, including communication of foundational knowledge of proprietary and non-proprietary product features, benefits, pricing, etc. and their relative positioning in the marketplace to clients, branch teams, and firm stakeholders. Support broad division, firm or industry initiatives and events as needed to represent the product line in alignment with firm strategy (Eg. cross divisional-projects, internal committees, product partner events, regional events, industry groups, etc.) Support BBU-specific initiatives, events, roles, and structure on an ad-hoc and recurring basis as needed. What Experience You Need Bachelor's degree required with preferred discipline of business, finance, economics, accounting, math, or similar focus. Obtain the SIE, Series 7, and Series 66 licenses within 12 months of hire. 3+ years of financial services, product management, or consulting experience. What Could Set You Apart: Reporting, data querying, and/or financial modeling experience Progress towards advanced degree, such as an MBA Progress towards relevant industry designation(s) preferred (CFA, CFP, CTP, etc.) At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $81750 - $139194 Category: Headquarters
04/19/2024
Full time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report . 1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Team Overview: The Banking Business Unit (BBU) in Edward Jones' Wealth Management Advice and Solutions (WMAS) division is responsible for developing and delivering the APPS (advice, planning, products, and services) and related strategy that help branch teams and clients with clients' saving, spending, and borrowing needs. The Cash Sweep team within the BBU is responsible for the firm's cash sweep products and interest paid on un-swept cash balances. Collectively, these cash sweep products impact all clients and branch teams and provide significant value for clients, branch teams, and the firm. The Cash Sweep team works closely with internal Treasury, Operations, Sourcing, Legal, and Compliance stakeholders as well as external program vendors and partners in the management of the firm's proprietary cash products and the development of the cash product strategic roadmap to support the continued growth and impact of these cash products at the firm. The Cash Sweep team is seeking an Associate Product Manager to support the team's current proprietary cash products and future strategic cash initiatives. What You Will Do: Collaborate with team members to support the development and execution of the firm's cash sweep strategy to ensure branch teams have quality products and support needed to help clients achieve their financial goals. Support the development and management of innovative cash products that align with firm advice and guidance in collaboration with a cross-divisional set of internal stakeholders and external vendors and partners. Gather data and insights and conduct analysis of moderate complexity that inform product strategy and development. Support the orchestration and adoption of the product line, which includes ensuring roadmaps for training, positioning, marketing, and product lifecycle with internal stakeholders. Responsible for cash product partner/vendor relationships of moderate size, complexity, and impact in order to: Manage and maintain their portfolio of products including influencing recommendations to add /remove / change products or product partners as needed, Help shape and execute business plans that align with firm strategic direction, Ensure that product literature and wholesaling support is effective (quantity and quality), aligned with key firm messages and compliant, Collaborate on the design and development of integrated platforms, systems, tools and processes that create a better client and branch team experience, Resolve moderately complex / broad product partner issues as escalated, Interface with product partner peer contacts (Eg. relationship managers, product analysts, divisional sales managers, and operational managers) Serve as a subject matter expert for cash products offered at the firm, including communication of foundational knowledge of proprietary and non-proprietary product features, benefits, pricing, etc. and their relative positioning in the marketplace to clients, branch teams, and firm stakeholders. Support broad division, firm or industry initiatives and events as needed to represent the product line in alignment with firm strategy (Eg. cross divisional-projects, internal committees, product partner events, regional events, industry groups, etc.) Support BBU-specific initiatives, events, roles, and structure on an ad-hoc and recurring basis as needed. What Experience You Need Bachelor's degree required with preferred discipline of business, finance, economics, accounting, math, or similar focus. Obtain the SIE, Series 7, and Series 66 licenses within 12 months of hire. 3+ years of financial services, product management, or consulting experience. What Could Set You Apart: Reporting, data querying, and/or financial modeling experience Progress towards advanced degree, such as an MBA Progress towards relevant industry designation(s) preferred (CFA, CFP, CTP, etc.) At Edward Jones, w e are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. Visit our career site to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate: Salary: $81750 - $139194 Category: Headquarters
At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and equitable. Ready to make a difference? Join us to start Caring. Connecting. Growing together. Our Quality Reporting Operations team is vital to our success and driving the future growth of UnitedHealth Group. Success in these careers relies on many factors - your ability to deal with ambiguity, your ability to adapt and embrace change, and a long-term commitment to making health care better for everyone. This position is fully Remote. You'll enjoy the flexibility to work remotely from anywhere within the U.S. as you take on some tough challenges. Primary Responsibilities: Demonstrate understanding of relevant organizations' operations, products, applications, strategies and processes to effectively support Quality Reporting Operations using relevant tools and applications Submission of the NCQA Health Plan Roadmap General Information, Appendix and Attestation Submission of the NCQA Healthcare Organization Questionnaire (HOQ) Complete admin and hybrid measure benchmarking and rate review to resolve all CHCA (Auditor) rate outlier concerns throughout the HEDIS project (Initial, Refresh, Final) on primarily less complex projects Perform all MRR project build steps, to ensure each hybrid MRR project is set up according to business requirements Perform SDS, administrative refresh data loads and vendor medical record event data loads to the hybrid project, including validations of these data loads Monitor rates, MRSS and exclusions within the HEDIS software, coordinating clinical review when necessary Complete all HEDIS software upgrade steps as required Complete all final admin and hybrid project processing including validation of all exclusions and QA of all final data and rates Create and validate all final hybrid frozen counts and deliver to CHCA Creation and Q/A of IDSS exports and submission to NCQA Creation and Q/A of PLD exports and submission to CHCA and/or CMS, if applicable Submission of State required reporting, if applicable May also assist in supporting chase status updates, chase activations, query exports and special request data analysis or validations Monitor on-going progress of business processes Monitor compliance against relevant process requirements and timelines Evaluate processes and outcomes against benchmarks and metrics and identify potential business impacts Ensure all NCQA, CHCA, FEHB, State and other HEDIS reporting requirements and deadlines are met Monitor and analyze business process information to identify key issues, trends, and potential root causes that point to improvement opportunities Participate in analysis of project outcomes to generate data driven recommendations for process improvement Participate in work groups to implement process improvement and/or in preparation to meet business requirements Participate in HEDIS software system testing efforts to ensure project preparedness Use a process driven approach to identify root cause and process improvement opportunities Demonstrate and remain current in understanding of relevant regulations and systems Complete all required training for job role and stay current on all HEDIS technical specifications and software systems Develop proficiency in HEDIS software tools and other required quality metric reporting specifications General knowledge of HEDIS impacts for each LOB, i.e. Accreditation, STARs, FEHB, State, etc. Summarize and communicate proposed solutions with the appropriate audiences Resolve all CHCA (Auditor) Issue Log concerns for projects assigned Communicate potential impacts and risks associated with implementing proposed solutions to manager and team leaders Timely escalation of all issues and barriers to Manager, Quality Reporting Operations (MQP) Assesses and interprets customer needs and requirements Identifies solutions to non-standard requests and problems Solves moderately complex problems and/or conducts moderately complex analysis Works with minimal guidance Translates concepts into practice You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: Associates degree or equivalent related experience 6+ months HEDIS or NCQA or CMS Stars experience Healthcare/Health plan experience Solid experience with MS Word for business communications Experience conducting moderately complex analysis with large data sets to identify trends and/or potential risk Intermediate to Advanced level of experience with Outlook Solid proficiency with MS Excel conducting data manipulation and analysis Demonstrated ability to manage and prioritize deliverables Preferred Qualifications: Bachelor's degree or higher 2+ years of HEDIS operations experience Experience with medical claims systems Experience working with HEDIS medical record vendors Experience using CMS, NCQA referencing websites Solid knowledge of managed care requirements related to clinical quality Proficient with certified HEDIS software Soft Skills: Ability to work without a lot of direction Team player Solid communication skills Organized Ability to manage multiple projects/priorties at a time All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy California, Colorado, Connecticut, Hawaii, Nevada, New Jersey, New York, Rhode Island, or Washington Residents Only: The salary range for this role is $58,300 to $114,300 annually. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. UnitedHealth Group complies with all minimum wage laws as applicable. In addition to your salary, UnitedHealth Group offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with UnitedHealth Group, you'll find a far-reaching choice of benefits and incentives. Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
04/19/2024
Full time
At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and equitable. Ready to make a difference? Join us to start Caring. Connecting. Growing together. Our Quality Reporting Operations team is vital to our success and driving the future growth of UnitedHealth Group. Success in these careers relies on many factors - your ability to deal with ambiguity, your ability to adapt and embrace change, and a long-term commitment to making health care better for everyone. This position is fully Remote. You'll enjoy the flexibility to work remotely from anywhere within the U.S. as you take on some tough challenges. Primary Responsibilities: Demonstrate understanding of relevant organizations' operations, products, applications, strategies and processes to effectively support Quality Reporting Operations using relevant tools and applications Submission of the NCQA Health Plan Roadmap General Information, Appendix and Attestation Submission of the NCQA Healthcare Organization Questionnaire (HOQ) Complete admin and hybrid measure benchmarking and rate review to resolve all CHCA (Auditor) rate outlier concerns throughout the HEDIS project (Initial, Refresh, Final) on primarily less complex projects Perform all MRR project build steps, to ensure each hybrid MRR project is set up according to business requirements Perform SDS, administrative refresh data loads and vendor medical record event data loads to the hybrid project, including validations of these data loads Monitor rates, MRSS and exclusions within the HEDIS software, coordinating clinical review when necessary Complete all HEDIS software upgrade steps as required Complete all final admin and hybrid project processing including validation of all exclusions and QA of all final data and rates Create and validate all final hybrid frozen counts and deliver to CHCA Creation and Q/A of IDSS exports and submission to NCQA Creation and Q/A of PLD exports and submission to CHCA and/or CMS, if applicable Submission of State required reporting, if applicable May also assist in supporting chase status updates, chase activations, query exports and special request data analysis or validations Monitor on-going progress of business processes Monitor compliance against relevant process requirements and timelines Evaluate processes and outcomes against benchmarks and metrics and identify potential business impacts Ensure all NCQA, CHCA, FEHB, State and other HEDIS reporting requirements and deadlines are met Monitor and analyze business process information to identify key issues, trends, and potential root causes that point to improvement opportunities Participate in analysis of project outcomes to generate data driven recommendations for process improvement Participate in work groups to implement process improvement and/or in preparation to meet business requirements Participate in HEDIS software system testing efforts to ensure project preparedness Use a process driven approach to identify root cause and process improvement opportunities Demonstrate and remain current in understanding of relevant regulations and systems Complete all required training for job role and stay current on all HEDIS technical specifications and software systems Develop proficiency in HEDIS software tools and other required quality metric reporting specifications General knowledge of HEDIS impacts for each LOB, i.e. Accreditation, STARs, FEHB, State, etc. Summarize and communicate proposed solutions with the appropriate audiences Resolve all CHCA (Auditor) Issue Log concerns for projects assigned Communicate potential impacts and risks associated with implementing proposed solutions to manager and team leaders Timely escalation of all issues and barriers to Manager, Quality Reporting Operations (MQP) Assesses and interprets customer needs and requirements Identifies solutions to non-standard requests and problems Solves moderately complex problems and/or conducts moderately complex analysis Works with minimal guidance Translates concepts into practice You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: Associates degree or equivalent related experience 6+ months HEDIS or NCQA or CMS Stars experience Healthcare/Health plan experience Solid experience with MS Word for business communications Experience conducting moderately complex analysis with large data sets to identify trends and/or potential risk Intermediate to Advanced level of experience with Outlook Solid proficiency with MS Excel conducting data manipulation and analysis Demonstrated ability to manage and prioritize deliverables Preferred Qualifications: Bachelor's degree or higher 2+ years of HEDIS operations experience Experience with medical claims systems Experience working with HEDIS medical record vendors Experience using CMS, NCQA referencing websites Solid knowledge of managed care requirements related to clinical quality Proficient with certified HEDIS software Soft Skills: Ability to work without a lot of direction Team player Solid communication skills Organized Ability to manage multiple projects/priorties at a time All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy California, Colorado, Connecticut, Hawaii, Nevada, New Jersey, New York, Rhode Island, or Washington Residents Only: The salary range for this role is $58,300 to $114,300 annually. Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. UnitedHealth Group complies with all minimum wage laws as applicable. In addition to your salary, UnitedHealth Group offers benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with UnitedHealth Group, you'll find a far-reaching choice of benefits and incentives. Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.
Director of Clinical Informatics Summary Title:Director of Clinical Informatics ID: Department Location:3205/3207 N. Academy, Colorado Springs, CO 80917 Category:Manager / Professional Description Peak Vista Community Health Centers is a nonprofit health care organization whose mission is to provide exceptional health care to people facing access barriers through clinical programs and education. We provide integrated health care services including medical, dental, and behavioral health through our 22 outpatient health centers. We deliver care with our strong "Hospitality" culture. Our organization has over 800 employees and serves more than 81,500 patients annually in the Pikes Peak and East Central regions of Colorado. Our service area covers 14 counties, from the front range to the Kansas border, with locations throughout Colorado Springs, Fountain, Flagler, Divide, Limon, and Strasburg. Peak Vista is accredited by the Accreditation Association for Ambulatory Health Care, Inc. (AAAHC). Compensation (Pay): $89,721 to $126,933 /annually, based on experience. Summary of Benefits: + Medical, Dental, Vision, Life, STD, LTD + 403(b) Retirement with Company Match + Paid Time Off + Tuition Assistance + Perks Rewards + Employee Assistance Program Job Summary: Leads a team of trainers and application support analysts to provide technical and functional support services for the Electronic Health Record (EHR), practice management application and associated clinical solutions. The Director will oversee the implementation, deployment, support, training, and maintenance related to the EHR and clinical solutions across the healthcare system. This includes developing and deploying training and support plans that assure both providers and support staff use the systems effectively. The Director will collaborate with clinical (medical, dental, and behavioral health), nursing, and operations leadership to ensure all care team members are trained in necessary workflows to support patient care. This role will guide the Clinical Informatics team in being aware of and developing a working knowledge of clinical information technology to include: + Standardization + Utilization + Integration + Optimization This role serves as the primary change agent, assessing and recommending system improvements that support enhanced clinical operations. The Director will coordinate system standardization and adoption of best practices. The Director will serve as primary liaison with application vendors to discuss and coordinate updates, changes, and improvements. The Director is responsible for development, coordination, execution, support, and completion of project assessments, project advancements, parameter settings, workflow mapping, tools, and resources focused on application support and training initiatives. These include, but are not limited to standardized clinical documentation, Uniform Data System, other technology that supports clinician workflow. Essential Duties and Responsibilities: + Facilitates the hiring, orientation, and training process for new employees or existing staff. + Monitors attendance, approves timecards, and manages time off requests. + Responsible for oversight with Process Improvement/Quality Improvement activities utilizing regulatory agencies benchmarking with collaborative departments and partners. + Schedules meetings, formulates agendas, facilitates, and maintains minutes, and participates in all meetings as assigned (e.g., team huddles, unit meetings, etc.). + Assists in the development of standard operating procedures and provides support to staff while ensuring adherence. + Oversees and provides on-demand, friendly, and thorough customer service to application users and trainees. + Oversees clinical information solution training including new employee orientation and continual education of the design and development of training materials. + Establishes relationships with key operational leaders and serve as an advocate for Health Informatics, support, and training across multiple departments; serve as the primary interface between clinical, operations and application support. + Provides analysis of end user needs to ensure the applications are performing to expectations and supporting adoption, as well as championing application utilization. + Provides thought leadership, vision, and expertise to ensure timely measurement and thoughtful analysis of clinical informatics and associated applications. + Demonstrates the ability to evaluate, select, and implement new technological tools for improved clinical information technology use, development, training, quality improvement, testing, implementation, and documentation. + Ongoing monitoring of clinical information technology solution utilization with ability to analyze requirements, gaps, issues, risks, and workflow enhancements. + Provides Go-Live support for clinical informatics initiatives. + Serves as liaison between team and vendor on application needs. + Participates in special projects as needed. + Enhances professional growth and development through participation in educational programs, current literature, in-service meetings, and workshops. Shows responsibility for own professional practice and ongoing education. + Ability to frequently travel inside and outside of the Colorado Springs area. + Operates corporate and/or personal vehicles, if applicable, in a safe and professional manner at all times. Travels to any/all of Peak Vista's facilities as needed. + Promotes and demonstrates the mission, vision, and Core Values of Peak Vista. + Develops and maintains good working relationships with all departments, the management team, medical staff, and leadership. + Embraces cultural diversity amongst ourselves and our community. + Responsible for the human, financial, and material resources as well as data and information entrusted to us. + Strives to deliver the best outcomes and highest quality service + Demonstrates knowledge of and adherence to the Compliance Plan and conflict of interest requirements. + Enhances the effectiveness; efficiency and productivity of the department by contributing to, and participating in, departmental performance improvement goals. + All other duties as assigned. Supervision Exercised: Clinical Informatics Department Demonstrates strong leadership skills, knowledge, and abilities. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Ensures that the appropriate personnel meet all job required competencies. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Spanish bilingual preferred. Education/Experience: Education: Bachelor's Degree in project management, business, information technology required, or 6 years of related job experience in lieu of degree. Experience: 7-10 years of experience in areas such as electronic health records, clinical documentation, computerized order entry, results reporting, and other clinical technology required. 5 or more years of relevant management experience required. Must have previous experience leading large projects which includes implementation of supportive technology. Computer Skills: To perform this job successfully, an individual should have basic computer knowledge, experience with use of electronic health records, internet, database software, and keyboard skills. Certificates and Licenses: None Other Skills: + Project management. + Decisiveness, flexibility, problem solving, and results oriented with the ability and desire to achieve outcomes. + Energetic, self-confident, and persuasive. + Effective presenter and educator. + Ability to work independently and under pressure to follow through on issues. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. OSHA risk level/work environmental hazards: This position has been categorized as OSHA Level Three. See Exposure Control Plan for details. 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. The employee must occasionally lift and/or move up to 15 pounds. Prolonged periods of sitting at a desk and working on a computer. The employee is occasionally required to stand and walk. Successful candidates will complete pre-employment screening, which includes, but is not limited to a Criminal Background check. Peak Vista Community Health Centers is a drug and alcohol-free workplace an Equal Opportunity Employer. PVCHC participates in the Electronic Employment Verification Program. E-Verify is an Internet-based system that compares information from an employee's I-9 to data from the U.S. Department of Homeland Security and Social Security Administration Records. To learn more, visit:
04/18/2024
Full time
Director of Clinical Informatics Summary Title:Director of Clinical Informatics ID: Department Location:3205/3207 N. Academy, Colorado Springs, CO 80917 Category:Manager / Professional Description Peak Vista Community Health Centers is a nonprofit health care organization whose mission is to provide exceptional health care to people facing access barriers through clinical programs and education. We provide integrated health care services including medical, dental, and behavioral health through our 22 outpatient health centers. We deliver care with our strong "Hospitality" culture. Our organization has over 800 employees and serves more than 81,500 patients annually in the Pikes Peak and East Central regions of Colorado. Our service area covers 14 counties, from the front range to the Kansas border, with locations throughout Colorado Springs, Fountain, Flagler, Divide, Limon, and Strasburg. Peak Vista is accredited by the Accreditation Association for Ambulatory Health Care, Inc. (AAAHC). Compensation (Pay): $89,721 to $126,933 /annually, based on experience. Summary of Benefits: + Medical, Dental, Vision, Life, STD, LTD + 403(b) Retirement with Company Match + Paid Time Off + Tuition Assistance + Perks Rewards + Employee Assistance Program Job Summary: Leads a team of trainers and application support analysts to provide technical and functional support services for the Electronic Health Record (EHR), practice management application and associated clinical solutions. The Director will oversee the implementation, deployment, support, training, and maintenance related to the EHR and clinical solutions across the healthcare system. This includes developing and deploying training and support plans that assure both providers and support staff use the systems effectively. The Director will collaborate with clinical (medical, dental, and behavioral health), nursing, and operations leadership to ensure all care team members are trained in necessary workflows to support patient care. This role will guide the Clinical Informatics team in being aware of and developing a working knowledge of clinical information technology to include: + Standardization + Utilization + Integration + Optimization This role serves as the primary change agent, assessing and recommending system improvements that support enhanced clinical operations. The Director will coordinate system standardization and adoption of best practices. The Director will serve as primary liaison with application vendors to discuss and coordinate updates, changes, and improvements. The Director is responsible for development, coordination, execution, support, and completion of project assessments, project advancements, parameter settings, workflow mapping, tools, and resources focused on application support and training initiatives. These include, but are not limited to standardized clinical documentation, Uniform Data System, other technology that supports clinician workflow. Essential Duties and Responsibilities: + Facilitates the hiring, orientation, and training process for new employees or existing staff. + Monitors attendance, approves timecards, and manages time off requests. + Responsible for oversight with Process Improvement/Quality Improvement activities utilizing regulatory agencies benchmarking with collaborative departments and partners. + Schedules meetings, formulates agendas, facilitates, and maintains minutes, and participates in all meetings as assigned (e.g., team huddles, unit meetings, etc.). + Assists in the development of standard operating procedures and provides support to staff while ensuring adherence. + Oversees and provides on-demand, friendly, and thorough customer service to application users and trainees. + Oversees clinical information solution training including new employee orientation and continual education of the design and development of training materials. + Establishes relationships with key operational leaders and serve as an advocate for Health Informatics, support, and training across multiple departments; serve as the primary interface between clinical, operations and application support. + Provides analysis of end user needs to ensure the applications are performing to expectations and supporting adoption, as well as championing application utilization. + Provides thought leadership, vision, and expertise to ensure timely measurement and thoughtful analysis of clinical informatics and associated applications. + Demonstrates the ability to evaluate, select, and implement new technological tools for improved clinical information technology use, development, training, quality improvement, testing, implementation, and documentation. + Ongoing monitoring of clinical information technology solution utilization with ability to analyze requirements, gaps, issues, risks, and workflow enhancements. + Provides Go-Live support for clinical informatics initiatives. + Serves as liaison between team and vendor on application needs. + Participates in special projects as needed. + Enhances professional growth and development through participation in educational programs, current literature, in-service meetings, and workshops. Shows responsibility for own professional practice and ongoing education. + Ability to frequently travel inside and outside of the Colorado Springs area. + Operates corporate and/or personal vehicles, if applicable, in a safe and professional manner at all times. Travels to any/all of Peak Vista's facilities as needed. + Promotes and demonstrates the mission, vision, and Core Values of Peak Vista. + Develops and maintains good working relationships with all departments, the management team, medical staff, and leadership. + Embraces cultural diversity amongst ourselves and our community. + Responsible for the human, financial, and material resources as well as data and information entrusted to us. + Strives to deliver the best outcomes and highest quality service + Demonstrates knowledge of and adherence to the Compliance Plan and conflict of interest requirements. + Enhances the effectiveness; efficiency and productivity of the department by contributing to, and participating in, departmental performance improvement goals. + All other duties as assigned. Supervision Exercised: Clinical Informatics Department Demonstrates strong leadership skills, knowledge, and abilities. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Ensures that the appropriate personnel meet all job required competencies. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Spanish bilingual preferred. Education/Experience: Education: Bachelor's Degree in project management, business, information technology required, or 6 years of related job experience in lieu of degree. Experience: 7-10 years of experience in areas such as electronic health records, clinical documentation, computerized order entry, results reporting, and other clinical technology required. 5 or more years of relevant management experience required. Must have previous experience leading large projects which includes implementation of supportive technology. Computer Skills: To perform this job successfully, an individual should have basic computer knowledge, experience with use of electronic health records, internet, database software, and keyboard skills. Certificates and Licenses: None Other Skills: + Project management. + Decisiveness, flexibility, problem solving, and results oriented with the ability and desire to achieve outcomes. + Energetic, self-confident, and persuasive. + Effective presenter and educator. + Ability to work independently and under pressure to follow through on issues. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. OSHA risk level/work environmental hazards: This position has been categorized as OSHA Level Three. See Exposure Control Plan for details. 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. The employee must occasionally lift and/or move up to 15 pounds. Prolonged periods of sitting at a desk and working on a computer. The employee is occasionally required to stand and walk. Successful candidates will complete pre-employment screening, which includes, but is not limited to a Criminal Background check. Peak Vista Community Health Centers is a drug and alcohol-free workplace an Equal Opportunity Employer. PVCHC participates in the Electronic Employment Verification Program. E-Verify is an Internet-based system that compares information from an employee's I-9 to data from the U.S. Department of Homeland Security and Social Security Administration Records. To learn more, visit:
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 .
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role We are seeking to hire a trader to join our Cross Asset Electronic Trading (XAET) team who will be responsible for leveraging a variety of protocols to systematically trade multiple asset classes in a fast-paced and dynamic environment. In addition to executing trades, the candidate will be responsible for monitoring market movements and trends, developing and testing trading strategies, changes in market structure and reporting on performance and risk metrics. The candidate will work closely with other Traders, Portfolio Managers, Data, and Technology teams to ensure optimal trade execution and risk management. The candidate should have a passion for financial markets, market structure, and a desire to evolve and improve our trading operations. Wellington Management's trading philosophy and practices are based on the principles of seeking best execution, contributing to portfolio alpha, and managing regulatory, operational, liquidity and investment risks. We seek to execute orders in a manner consistent with these principles and in accordance with our written policies, which emphasize the fair dissemination, aggregation and allocation of investment opportunities across our investment platform and ultimately our clients. Wellington Management's Trading Department employs approximately 60 traders globally across all markets. Our investment and trading activities are conducted on an industry-leading internally developed software platform, which we believe creates a meaningful competitive advantage. We are also supported by an in-house research and analytics team who provide in-depth, action-oriented insights into our trading capabilities and activities. RESPONSIBILITIES • Executing transactions, using primarily electronic trading protocols, for all relevant accounts under management and in a manner consistent with our best execution and risk management practices, as well as our policies and procedures • Developing and enhancing over time an in-depth understanding of the investment philosophies and strategies of the Portfolio Managers, Research Analysts, and Strategists • Gathering, analyzing, and disseminating curated market, sector, and security information and trade ideas that lead to actionable investment opportunities. • Developing and maintaining expertise on market structure: liquidity landscape, electronic trading, industry and regulatory developments, and technology-based solutions. • Establishing deep relationships with trading counterparties • Identifying opportunities to increase efficiencies, optimize market access, and mitigate risk. • Collaborating with stakeholders across the Global Trading department including other Traders, Trade Coordinators, Trading Research and Analytics, and Trading Technology QUALIFICATIONS A successful candidate should have the following qualifications: • Prior experience in systematic trading using electronic protocols; Knowledge of various trading platforms and tools is a plus • Versatility is critical: ability and willingness to learn and trade instruments across the entire team's remit • Excellent analytical, quantitative and problem-solving skills, detail oriented and ability to multi-task in a fast paced, dynamic environment • Proactive in learning about market structure evolution, industry solutions, and pursuing new opportunities to improve execution outcomes and/or trading workflows • Project management and strong organizational skills, with the ability to drive projects from inception to completion • Solid work ethic and a growth mindset, continuously investing in personal development • Strong interpersonal and communication skills with experience working in a highly collaborative, team-based, and results-oriented environment • Impeccable integrity, fiduciary mindset, and ability to consistently place the interests of our clients as the number one priority • Technical mindset with experience in programming languages such as Python or R or C++, constructing and analyzing SQL/database queries is preferred • Academic credentials: a bachelor's degree is required and additional business, financial, or technology degrees and skills (MBA, CFA, CAIA) would be highly additive Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 80,000 - 180,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
04/18/2024
Full time
About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. About the Role We are seeking to hire a trader to join our Cross Asset Electronic Trading (XAET) team who will be responsible for leveraging a variety of protocols to systematically trade multiple asset classes in a fast-paced and dynamic environment. In addition to executing trades, the candidate will be responsible for monitoring market movements and trends, developing and testing trading strategies, changes in market structure and reporting on performance and risk metrics. The candidate will work closely with other Traders, Portfolio Managers, Data, and Technology teams to ensure optimal trade execution and risk management. The candidate should have a passion for financial markets, market structure, and a desire to evolve and improve our trading operations. Wellington Management's trading philosophy and practices are based on the principles of seeking best execution, contributing to portfolio alpha, and managing regulatory, operational, liquidity and investment risks. We seek to execute orders in a manner consistent with these principles and in accordance with our written policies, which emphasize the fair dissemination, aggregation and allocation of investment opportunities across our investment platform and ultimately our clients. Wellington Management's Trading Department employs approximately 60 traders globally across all markets. Our investment and trading activities are conducted on an industry-leading internally developed software platform, which we believe creates a meaningful competitive advantage. We are also supported by an in-house research and analytics team who provide in-depth, action-oriented insights into our trading capabilities and activities. RESPONSIBILITIES • Executing transactions, using primarily electronic trading protocols, for all relevant accounts under management and in a manner consistent with our best execution and risk management practices, as well as our policies and procedures • Developing and enhancing over time an in-depth understanding of the investment philosophies and strategies of the Portfolio Managers, Research Analysts, and Strategists • Gathering, analyzing, and disseminating curated market, sector, and security information and trade ideas that lead to actionable investment opportunities. • Developing and maintaining expertise on market structure: liquidity landscape, electronic trading, industry and regulatory developments, and technology-based solutions. • Establishing deep relationships with trading counterparties • Identifying opportunities to increase efficiencies, optimize market access, and mitigate risk. • Collaborating with stakeholders across the Global Trading department including other Traders, Trade Coordinators, Trading Research and Analytics, and Trading Technology QUALIFICATIONS A successful candidate should have the following qualifications: • Prior experience in systematic trading using electronic protocols; Knowledge of various trading platforms and tools is a plus • Versatility is critical: ability and willingness to learn and trade instruments across the entire team's remit • Excellent analytical, quantitative and problem-solving skills, detail oriented and ability to multi-task in a fast paced, dynamic environment • Proactive in learning about market structure evolution, industry solutions, and pursuing new opportunities to improve execution outcomes and/or trading workflows • Project management and strong organizational skills, with the ability to drive projects from inception to completion • Solid work ethic and a growth mindset, continuously investing in personal development • Strong interpersonal and communication skills with experience working in a highly collaborative, team-based, and results-oriented environment • Impeccable integrity, fiduciary mindset, and ability to consistently place the interests of our clients as the number one priority • Technical mindset with experience in programming languages such as Python or R or C++, constructing and analyzing SQL/database queries is preferred • Academic credentials: a bachelor's degree is required and additional business, financial, or technology degrees and skills (MBA, CFA, CAIA) would be highly additive Not sure you meet 100% of our qualifications? That's ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at . At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 80,000 - 180,000 This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation 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 .
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 .
JOB SUMMARY:Analyst I is responsible for providing front line support for all Revenue Directors/Managers.Revenue management operations is charged with rate plan maintenance, rate uploads, closing and managing inventory, package creation, and troubleshooting rate and room availability issues. Analyst I works directly with Executives across all properties and departments to develop new revenue-generating strategies, tactics, and programs necessary to maximize revenue opportunities. Analysts possess strong executive presence, business acumen, presentation skills, and superior Excel skills (including Macros).Primary Responsibilities: Provide first-line of support for property Revenue Managers. Troubleshoot and solve issues in the lodging management system and booking engine. Build packages and promotions in the lodging management system and booking engine. Assist multiple departments by pulling ad-hoc reports using data queries. Create and update Revenue Management Operations' best practices documentation. Process add-on requests utilizing a web-based platform for Caesars properties. Run daily reports needed by various departments.Qualifications: 2+ years of revenue management support, business systems support, hotel operations or similar experience Bachelor's Degree. Business, Economics, Finance, Hotel Management or Revenue Management (or equivalent work experience in a related field) Knowledge of the gaming or hospitality industry Record of problem-solving, conceptual thinking, and analytical abilities Excellent project management skills and ability to manage multiple, time-sensitive projects with competing demands for resources Strong business acumen and ability to synthesize information. Proven ability to analyze and present findings from quantitative data to general audiences Effective communication skills and ability to explain detailed technical system processes and parameters in an easy-to-understand manner Strong hands-on experience with the configuration and deployment of RM systems Capable of making on-the-spot decisions that will be implemented in the RMS (with little or no support and guidance) and impact hundreds of thousands of dollars in profits Excellent communicator, teacher, and leader capable of explaining decisions to people as well as influence executive level leaders Expert user of PCs (Word, Excel, and PowerPoint)
04/18/2024
Full time
JOB SUMMARY:Analyst I is responsible for providing front line support for all Revenue Directors/Managers.Revenue management operations is charged with rate plan maintenance, rate uploads, closing and managing inventory, package creation, and troubleshooting rate and room availability issues. Analyst I works directly with Executives across all properties and departments to develop new revenue-generating strategies, tactics, and programs necessary to maximize revenue opportunities. Analysts possess strong executive presence, business acumen, presentation skills, and superior Excel skills (including Macros).Primary Responsibilities: Provide first-line of support for property Revenue Managers. Troubleshoot and solve issues in the lodging management system and booking engine. Build packages and promotions in the lodging management system and booking engine. Assist multiple departments by pulling ad-hoc reports using data queries. Create and update Revenue Management Operations' best practices documentation. Process add-on requests utilizing a web-based platform for Caesars properties. Run daily reports needed by various departments.Qualifications: 2+ years of revenue management support, business systems support, hotel operations or similar experience Bachelor's Degree. Business, Economics, Finance, Hotel Management or Revenue Management (or equivalent work experience in a related field) Knowledge of the gaming or hospitality industry Record of problem-solving, conceptual thinking, and analytical abilities Excellent project management skills and ability to manage multiple, time-sensitive projects with competing demands for resources Strong business acumen and ability to synthesize information. Proven ability to analyze and present findings from quantitative data to general audiences Effective communication skills and ability to explain detailed technical system processes and parameters in an easy-to-understand manner Strong hands-on experience with the configuration and deployment of RM systems Capable of making on-the-spot decisions that will be implemented in the RMS (with little or no support and guidance) and impact hundreds of thousands of dollars in profits Excellent communicator, teacher, and leader capable of explaining decisions to people as well as influence executive level leaders Expert user of PCs (Word, Excel, and PowerPoint)
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 .
Overview Weatherford is a leading global energy services company. Our world-class experts partner with customers to optimize their resources and realize the full potential of their assets. Across our operating locations, including manufacturing, research and development, service, and training facilities, operators choose us for strategic solutions that add efficiency, flexibility, and responsibility to any energy operation. We are focused on technology development, digital solutions, and defining our footprint in the new energy space. Our ability to provide integrated solutions across our segments will be critical to growth in our core operations and the energy transition. Energy producers face unique challenges every day, so it is our job to create solutions that enhance safety, streamline operations, and sustain uptime to meet or exceed their targets. We operate across the global energy landscape employing some of the best diverse talent in the industry. At Weatherford, we understand the value each individual brings to the table. We celebrate diversity in all its forms and are immensely proud of our workforce. We invite you to join our passionate, talented, word-class team. When you join Weatherford, you instantly feel connected to something bigger - a community that is grounded by our core values and driven to create innovative solutions for our customers. We celebrate each other's successes, grow together, and learn from each other constantly. Individually, we are impressive. Together, we are unstoppable. We are One Weatherford. Weatherford offers competitive compensation, a comprehensive benefits program and provides you a challenging and enriching career path, with a healthy balance of structure and flexibility to chart your own course. Weatherford is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. Responsibilities Job Purpose The Global Travel and Expense Analyst responsibilities include (but are not limited to) Maintaining SAP Concur; ensuring Expense Reports are submitted in a timely and compliant manner; Providing End User (employee) Support; Improving Department Related Processes and being a major contributor to Concur expense and travel program implementations. SAFETY, SECURITY & COMPLIANCE Maintains the highest standards of corporate governance, ensuring that all activities are carried out ethically and incompliance with Company's Security, Compliance & HSE policies, Management System, relevant laws, regulations, standards, and industry practices and complies with the Company's Rules to Live By Places Quality, Health & Safety, Security, and protection of the Environment as core values while never intentionally placing employees, our processes, customers, or the communities in which we live and work at risk Seeks continual improvement in Health, Safety, Security & protection of the Environment, considering responsible care, process vulnerabilities, public, customer and employee inputs, knowledge and technology and best business practices to exceed customer expectations Supervisors & Managers should demonstrate effective safety leadership for the health and safety arrangements of all subordinates and for any persons visiting them while on the Company premises QUALITY Responsible for being familiar with the Company's Quality policies and takes an active role in the compliance and improvement of Weatherford's Management System Maintains service quality as immediate priorities when working across all areas of the business and continually seeks areas for improvement OPERATIONS Responsible for SAP Concur (Travel & Expense) system maintenance activities and development/running of reports (eg: Travel Bookings, T&E, CTA and Supply Chain Procurement Cards) Develop and implement process improvements to increase efficiency and accuracy of data transmissions, related project initiatives, testing new functionality and supporting system upgrades Drive ownership of key deliverables across organization wide stakeholders to implement better process design and scalable solutions Creation of, tracking and adherence for/to all required metrics Point of contact for escalation of Travel & Expense End User Support Serve as the lead contact for internal/external audits pertaining to expense report processing and travel bookings Evaluate current and new process solutions to provide recommended improvements and standardization Regularly interface with other teams to resolve escalations, system discrepancies and disputes in a timely manner Create and maintain SOP process documentation Assist in developing policies and procedures with effective controls to mitigate relevant process risks as needed Work with the third-party offshore service provider to improve process efficiencies and service level agreements Identify and track Key Performance Indicators (KPI) and operational metrics to ensure program objectives are met; ensure transparency and sharing with stakeholders Collaborate with relevant organization wide stakeholders to understand related Business Process and System Requirements to provide Data / Actionable Insights via relevant Analytics Solutions (Power BI or other data visualization tools) Perform data sanity checks prior to publishing reports COMMUNICATION Maintains effective communications with all key stakeholders both internal and where appropriate external FINANCIAL All employees have an accountability to the organization to be financially responsible whether they oversee a function budget or simply their own expenses Costs incurred should be within approved budget, processed within agreed time frames & following the relevant financial policy and procedure PEOPLE & DEVELOPMENT Employees have a responsibility for developing their own careers within the Company including completing all necessary function, compliance & business standards training to enhance their knowledge, skills, and experience Employees should engage on a regular basis with their line manager to discuss their personal performance, objectives, and opportunities to enhance their skills and experience to support their career potential Supervisors are expected to actively engage their employees to support talent management through Weatherford's performance management process, including but not limited to talent assessments, succession planning & regular coaching opportunities Supervisors should collaborate with Human Resources & Training Development to drive strategies for the recruitment& retention of key personal & to foster an environment that supports the attraction & retention of a high performing talented workforce VISION & LEADERSHIP Demonstrates leadership, ethical behavior, and adherence to Weatherford standards at all times Provides vision, leadership, planning, and program management for the design and development of the in-scope Weatherford business processes and analytics Meticulous attention to detail, highly organized, and exercises strong self-review in work and desire to seek continued improvement Qualifications Experience & Education REQUIRED •Bachelor's Degree in IT, MIS, or relevant discipline •Advanced Proficiency in system maintenance/interface/data integrity/trouble shooting/issue resolution •Experience in policy and process development/improvement •Experience assessing, designing, and documenting processes including process flows/maps •Experience developing and delivering training •Highly organized with attention to detail; ability to multi-task between different tasks and projects •Strong problem-solving skills: ability to work will in a fast-paced environment •Results-orientated team player; success in working with and across multiple departments of a company •Self-Driven with the ability to work with little to no supervision •Presentation skills necessary to effectively communicate, update, persuade, and facilitate discussions with all levels of management •Advanced proficiency with MS Office Pro •Critical Thinker with the desire to challenge existing processes and improve efficiencies PREFERRED •Background in Accounting, Finance, Purchasing and/or related field preferred •Experience with an internal credit card program used for employee expense and travel card; experience with an online credit card management system (e.g., Works, Payment Net, GCMS, or Major Credit Card Company). •Experience working with enterprise resource planning systems (ERP) Knowledge, Skills & Abilities REQUIRED •Highly organized with attention to detail; ability to multi-task between different tasks and projects •Strong problem-solving skills: ability to work will in a fast-paced environment •Results-orientated team player; success in working with and across multiple departments of a company •Presentation skills necessary to effectively communicate, update, persuade, and facilitate discussions with all levels of management, up to and including Executives •Advanced proficiency with MS Office Pro •Critical Thinker with the desire to challenge existing processes and improve efficiencies PREFERRED . click apply for full job details
04/17/2024
Full time
Overview Weatherford is a leading global energy services company. Our world-class experts partner with customers to optimize their resources and realize the full potential of their assets. Across our operating locations, including manufacturing, research and development, service, and training facilities, operators choose us for strategic solutions that add efficiency, flexibility, and responsibility to any energy operation. We are focused on technology development, digital solutions, and defining our footprint in the new energy space. Our ability to provide integrated solutions across our segments will be critical to growth in our core operations and the energy transition. Energy producers face unique challenges every day, so it is our job to create solutions that enhance safety, streamline operations, and sustain uptime to meet or exceed their targets. We operate across the global energy landscape employing some of the best diverse talent in the industry. At Weatherford, we understand the value each individual brings to the table. We celebrate diversity in all its forms and are immensely proud of our workforce. We invite you to join our passionate, talented, word-class team. When you join Weatherford, you instantly feel connected to something bigger - a community that is grounded by our core values and driven to create innovative solutions for our customers. We celebrate each other's successes, grow together, and learn from each other constantly. Individually, we are impressive. Together, we are unstoppable. We are One Weatherford. Weatherford offers competitive compensation, a comprehensive benefits program and provides you a challenging and enriching career path, with a healthy balance of structure and flexibility to chart your own course. Weatherford is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. Responsibilities Job Purpose The Global Travel and Expense Analyst responsibilities include (but are not limited to) Maintaining SAP Concur; ensuring Expense Reports are submitted in a timely and compliant manner; Providing End User (employee) Support; Improving Department Related Processes and being a major contributor to Concur expense and travel program implementations. SAFETY, SECURITY & COMPLIANCE Maintains the highest standards of corporate governance, ensuring that all activities are carried out ethically and incompliance with Company's Security, Compliance & HSE policies, Management System, relevant laws, regulations, standards, and industry practices and complies with the Company's Rules to Live By Places Quality, Health & Safety, Security, and protection of the Environment as core values while never intentionally placing employees, our processes, customers, or the communities in which we live and work at risk Seeks continual improvement in Health, Safety, Security & protection of the Environment, considering responsible care, process vulnerabilities, public, customer and employee inputs, knowledge and technology and best business practices to exceed customer expectations Supervisors & Managers should demonstrate effective safety leadership for the health and safety arrangements of all subordinates and for any persons visiting them while on the Company premises QUALITY Responsible for being familiar with the Company's Quality policies and takes an active role in the compliance and improvement of Weatherford's Management System Maintains service quality as immediate priorities when working across all areas of the business and continually seeks areas for improvement OPERATIONS Responsible for SAP Concur (Travel & Expense) system maintenance activities and development/running of reports (eg: Travel Bookings, T&E, CTA and Supply Chain Procurement Cards) Develop and implement process improvements to increase efficiency and accuracy of data transmissions, related project initiatives, testing new functionality and supporting system upgrades Drive ownership of key deliverables across organization wide stakeholders to implement better process design and scalable solutions Creation of, tracking and adherence for/to all required metrics Point of contact for escalation of Travel & Expense End User Support Serve as the lead contact for internal/external audits pertaining to expense report processing and travel bookings Evaluate current and new process solutions to provide recommended improvements and standardization Regularly interface with other teams to resolve escalations, system discrepancies and disputes in a timely manner Create and maintain SOP process documentation Assist in developing policies and procedures with effective controls to mitigate relevant process risks as needed Work with the third-party offshore service provider to improve process efficiencies and service level agreements Identify and track Key Performance Indicators (KPI) and operational metrics to ensure program objectives are met; ensure transparency and sharing with stakeholders Collaborate with relevant organization wide stakeholders to understand related Business Process and System Requirements to provide Data / Actionable Insights via relevant Analytics Solutions (Power BI or other data visualization tools) Perform data sanity checks prior to publishing reports COMMUNICATION Maintains effective communications with all key stakeholders both internal and where appropriate external FINANCIAL All employees have an accountability to the organization to be financially responsible whether they oversee a function budget or simply their own expenses Costs incurred should be within approved budget, processed within agreed time frames & following the relevant financial policy and procedure PEOPLE & DEVELOPMENT Employees have a responsibility for developing their own careers within the Company including completing all necessary function, compliance & business standards training to enhance their knowledge, skills, and experience Employees should engage on a regular basis with their line manager to discuss their personal performance, objectives, and opportunities to enhance their skills and experience to support their career potential Supervisors are expected to actively engage their employees to support talent management through Weatherford's performance management process, including but not limited to talent assessments, succession planning & regular coaching opportunities Supervisors should collaborate with Human Resources & Training Development to drive strategies for the recruitment& retention of key personal & to foster an environment that supports the attraction & retention of a high performing talented workforce VISION & LEADERSHIP Demonstrates leadership, ethical behavior, and adherence to Weatherford standards at all times Provides vision, leadership, planning, and program management for the design and development of the in-scope Weatherford business processes and analytics Meticulous attention to detail, highly organized, and exercises strong self-review in work and desire to seek continued improvement Qualifications Experience & Education REQUIRED •Bachelor's Degree in IT, MIS, or relevant discipline •Advanced Proficiency in system maintenance/interface/data integrity/trouble shooting/issue resolution •Experience in policy and process development/improvement •Experience assessing, designing, and documenting processes including process flows/maps •Experience developing and delivering training •Highly organized with attention to detail; ability to multi-task between different tasks and projects •Strong problem-solving skills: ability to work will in a fast-paced environment •Results-orientated team player; success in working with and across multiple departments of a company •Self-Driven with the ability to work with little to no supervision •Presentation skills necessary to effectively communicate, update, persuade, and facilitate discussions with all levels of management •Advanced proficiency with MS Office Pro •Critical Thinker with the desire to challenge existing processes and improve efficiencies PREFERRED •Background in Accounting, Finance, Purchasing and/or related field preferred •Experience with an internal credit card program used for employee expense and travel card; experience with an online credit card management system (e.g., Works, Payment Net, GCMS, or Major Credit Card Company). •Experience working with enterprise resource planning systems (ERP) Knowledge, Skills & Abilities REQUIRED •Highly organized with attention to detail; ability to multi-task between different tasks and projects •Strong problem-solving skills: ability to work will in a fast-paced environment •Results-orientated team player; success in working with and across multiple departments of a company •Presentation skills necessary to effectively communicate, update, persuade, and facilitate discussions with all levels of management, up to and including Executives •Advanced proficiency with MS Office Pro •Critical Thinker with the desire to challenge existing processes and improve efficiencies PREFERRED . click apply for full job details