The Opportunity As a successful Procurement Specialist, you will support the Facilities management and Real Estate activities for all US sites. With this, you are responsible for the procurement activities relating to quality, cost, delivery, and service to ensure best value for CSL. Also, you will support the development and/or implementation of strategies for assigned categories. You support sourcing or bid activities, lead sourcing projects and build and relationships with partners and vendors. The Role In detail, your responsibilities include: Prepare proposals, request quotes, and negotiate purchase terms and conditions. Compares bids from vendors and determines, or assists with determination, to whom contracts will be awarded. Evaluate vendor proposals to ensure that all requirements are met. Confirm that terms and delivery dates are accurate. Evaluate competence of vendors and review their invoices for accuracy. Maintain database regarding vendors performance and quality of product(s). Monitor supplier performance and resolve issues and concerns. Analyze industry and demand trends and support senior management with the development of sourcing strategies. Help develop contracting strategies including tender, negotiation and award and the post-award contract management and continuous improvements against the deals. Take a necessary role in implementing Framework Agreements at the site, including implementation of local call offs and transition between suppliers. Work with Global Sourcing and partners across different backgrounds and levels, both at the plant and the regional level. Obtain active support for important procurement goals with local stakeholder engagement; able to link these goals to our needs and benefits, including LEAN manufacturing principles. Deliver savings to achieve site cost reduction targets. Ensure compliance with established strategies, contracts, policies, and procedures. Manage relationships with main third-party providers to meet challenges and identify improvement opportunities. Maintain full understanding of Global Sourcing procedures, procurement systems processes, Requisition to Pay processes, and ERP related processes. The Procurement Specialist can identify the needs of their partners and find the best ways to meet those needs and deliver value. This job requires a focus towards organization, analytics reporting, task administration, and excellent customer service. Your Skills and Experience University degree in Procurement, Engineering or Supply Chain Management or a related field preferred. A Post graduate business degree is highly preferred. Minimum 4 years' experience in strategic sourcing or relevant. Maintain an external and strategic focus for self and the team environment and ensuring teams are set up for collaboration. Create an accountable working environment. Negotiation and problem-solving skills. Project management skills or undertaken procurement inititatives with an ability to plan tasks, assign resources, manage progress, remove barriers, manage change, resolve conflict, and motivate team members across multiple projects concurrently. Collaborate with suppliers and project managers regarding updates and details of goods and services. Excellent written and spoken English language skills. Work with the project team to understand details of procurement requirements. Travel is required Our Benefits CSL employees that work at least 30 hours per week are eligible for benefits effective day 1. We are committed to the wellbeing of our employees and their loved ones. CSL offers resources and benefits, from health care to financial protection, so you can focus on doing work that matters. Our benefits are designed to support the needs of our employees at every stage of their life. Whether you are considering starting a family, need help paying for emergency back up care or summer camp, looking for mental health resources, planning for your financial future, or supporting your favorite charity with a matching contribution, CSL has many benefits to help achieve your goals. Please take the time to review our benefits site to see what's available to you as a CSL employee. About CSL Behring CSL Behring is a global leader in developing and delivering high-quality medicines that treat people with rare and serious diseases. Our treatments offer promise for people in more than 100 countries living with conditions in the immunology, hematology, cardiovascular and metabolic, respiratory, and transplant therapeutic areas. Learn more about CSL Behring . We want CSL to reflect the world around us As a global organization with employees in 35+ countries, CSL embraces diversity and inclusion. Learn more about Diversity & Inclusion at CSL. Do work that matters at CSL Behring!
04/18/2024
Full time
The Opportunity As a successful Procurement Specialist, you will support the Facilities management and Real Estate activities for all US sites. With this, you are responsible for the procurement activities relating to quality, cost, delivery, and service to ensure best value for CSL. Also, you will support the development and/or implementation of strategies for assigned categories. You support sourcing or bid activities, lead sourcing projects and build and relationships with partners and vendors. The Role In detail, your responsibilities include: Prepare proposals, request quotes, and negotiate purchase terms and conditions. Compares bids from vendors and determines, or assists with determination, to whom contracts will be awarded. Evaluate vendor proposals to ensure that all requirements are met. Confirm that terms and delivery dates are accurate. Evaluate competence of vendors and review their invoices for accuracy. Maintain database regarding vendors performance and quality of product(s). Monitor supplier performance and resolve issues and concerns. Analyze industry and demand trends and support senior management with the development of sourcing strategies. Help develop contracting strategies including tender, negotiation and award and the post-award contract management and continuous improvements against the deals. Take a necessary role in implementing Framework Agreements at the site, including implementation of local call offs and transition between suppliers. Work with Global Sourcing and partners across different backgrounds and levels, both at the plant and the regional level. Obtain active support for important procurement goals with local stakeholder engagement; able to link these goals to our needs and benefits, including LEAN manufacturing principles. Deliver savings to achieve site cost reduction targets. Ensure compliance with established strategies, contracts, policies, and procedures. Manage relationships with main third-party providers to meet challenges and identify improvement opportunities. Maintain full understanding of Global Sourcing procedures, procurement systems processes, Requisition to Pay processes, and ERP related processes. The Procurement Specialist can identify the needs of their partners and find the best ways to meet those needs and deliver value. This job requires a focus towards organization, analytics reporting, task administration, and excellent customer service. Your Skills and Experience University degree in Procurement, Engineering or Supply Chain Management or a related field preferred. A Post graduate business degree is highly preferred. Minimum 4 years' experience in strategic sourcing or relevant. Maintain an external and strategic focus for self and the team environment and ensuring teams are set up for collaboration. Create an accountable working environment. Negotiation and problem-solving skills. Project management skills or undertaken procurement inititatives with an ability to plan tasks, assign resources, manage progress, remove barriers, manage change, resolve conflict, and motivate team members across multiple projects concurrently. Collaborate with suppliers and project managers regarding updates and details of goods and services. Excellent written and spoken English language skills. Work with the project team to understand details of procurement requirements. Travel is required Our Benefits CSL employees that work at least 30 hours per week are eligible for benefits effective day 1. We are committed to the wellbeing of our employees and their loved ones. CSL offers resources and benefits, from health care to financial protection, so you can focus on doing work that matters. Our benefits are designed to support the needs of our employees at every stage of their life. Whether you are considering starting a family, need help paying for emergency back up care or summer camp, looking for mental health resources, planning for your financial future, or supporting your favorite charity with a matching contribution, CSL has many benefits to help achieve your goals. Please take the time to review our benefits site to see what's available to you as a CSL employee. About CSL Behring CSL Behring is a global leader in developing and delivering high-quality medicines that treat people with rare and serious diseases. Our treatments offer promise for people in more than 100 countries living with conditions in the immunology, hematology, cardiovascular and metabolic, respiratory, and transplant therapeutic areas. Learn more about CSL Behring . We want CSL to reflect the world around us As a global organization with employees in 35+ countries, CSL embraces diversity and inclusion. Learn more about Diversity & Inclusion at CSL. Do work that matters at CSL Behring!
Flex-N-Gate is a leading manufacturer and supplier of components for the automotive industry, recently ranked 10th of the 150 Top North American Suppliers in "Automotive News." A growing and vital company, Flex-N-Gate provides a great opportunity for hard-working and skilled individuals. Scope of the Position The Human Resource Manager establishes the tactical and strategic Human Resource leadership at the plant level. Uses principles and practices of human resource management to contribute to the success of the short and long term business goals. Expertise in solving problems and the execution of objectives. Partners with the plant and support the implementation of company-wide Human Resource projects. Responsibilities Understands and interprets HR policies and procedures and interprets the intent, spirit, and terms of each associates and managers. Explains to associates all company and governmental rules, regulations, and procedures, and the need for compliance. Counsels management in the application of effective associate relations policies and practices. Verifies adherence to associate relations, policies and practices day - to - day implementation of policies concerning wages, hours, and working conditions. Recommend revisions or drafts of new associate relations, policies and procedures required. Presents to the HR Director for approval. Screens, counsels, and recommends associates for participation in training and education programs. Coordinates associate participation in established training courses offered through community schools, professional service providers, and other vendors. Recruits and hires all levels of personnel for company needs and establishes company recruitment and hiring procedures. Monitors staffing requirements for all departments. Manages preparation of associate separation notices and related documentation, and exit interviews to determine reasons behind all separations. Prepares reports and recommends procedures to reduce absenteeism and turnover. Manages new associate orientation to foster positive attitude toward the company goals. May represent the organization at personnel related hearings and investigations and acts as the company representative for all legal proceedings against the company (EEOC, NLRB, Arbitrations). Oversees worker compensation program to minimize costs and coordinate problem areas with the insurance carrier. Participates in and conducts problem solving and continuous improvement activities. Responsible for providing specialist industrial relations and public relations services for the facility. Ensures new employees receive necessary training; ensures all employees receive necessary training. Gate keeper of all training records and files. Directly supervises associates in the Human Resources Department. Responsibilities included interviewing, hiring, and training associates; planning, assigning, and directing work; appraisal performance; rewarding and disciplining associates; addressing complaints and resolving problems. Monthly reporting of Departmental Metrics in Share Point. Responsible for all dealing concerning Employee Benefits, including: Health, Dental, Vision Life & Supplemental insurances; 401K; and all Unemployment Compensation; Workers Compensation. Ensures junior HR professionals ( Human resources Coordinators, and Human Resource Specialist) are providing customer- oriented service by training, supervising and coordinating work activities. Perform additional assignments per supervisor's direction. Qualifications University Degree in related field or; Community College diploma in related field or; Five years' experience in Human Resources Ability to read, analyzes, and interprets professional journals, financial reports, government regulations and legal documents. Ability to respond effectively to the most sensitive inquiries or complaints from customers, regulatory agencies, associates, and or managers. Strong organizational skills. Strong communication skills (both verbal and written). Proficiency with database applications and administration systems, specifically Microsoft Office. Ability to work effectively alone and prioritize. Must be a highly motivated, service and team-oriented individual with an attention to detail. Ability to participate in developing procedures manuals and handbooks. Ability to effectively present information to top management, public groups and associates. Enthusiasm for challenge and new initiatives are prerequisites. Strong analytical ability Supervisory and interpersonal skills are required Strong working knowledge of Human Resources Information System Strong decision making and problem solving skills Demonstrated good internal customer service skills Proven good presentation skills. Good presentation skills Ability to manage multiple projects. Detail oriented Good computer skills Benefits Medical, dental, prescription, vision, life and disability insurance; and a flexible spending account 401(k) retirement savings plan with company match Extensive safety training, new hire orientation, continuous learning and development programs and tuition reimbursement Paid holidays and vacation time What do our employees have to say? "It engages you professionally, and provides learning opportunities." "Lots of growth opportunity." "The company's young enough to be exciting, but old enough to be stable." Not just a job-a great place to work! Flex-N-Gate is an equal opportunity employer. EOE/Minorities/Females/Veterans/Disabled.
04/18/2024
Full time
Flex-N-Gate is a leading manufacturer and supplier of components for the automotive industry, recently ranked 10th of the 150 Top North American Suppliers in "Automotive News." A growing and vital company, Flex-N-Gate provides a great opportunity for hard-working and skilled individuals. Scope of the Position The Human Resource Manager establishes the tactical and strategic Human Resource leadership at the plant level. Uses principles and practices of human resource management to contribute to the success of the short and long term business goals. Expertise in solving problems and the execution of objectives. Partners with the plant and support the implementation of company-wide Human Resource projects. Responsibilities Understands and interprets HR policies and procedures and interprets the intent, spirit, and terms of each associates and managers. Explains to associates all company and governmental rules, regulations, and procedures, and the need for compliance. Counsels management in the application of effective associate relations policies and practices. Verifies adherence to associate relations, policies and practices day - to - day implementation of policies concerning wages, hours, and working conditions. Recommend revisions or drafts of new associate relations, policies and procedures required. Presents to the HR Director for approval. Screens, counsels, and recommends associates for participation in training and education programs. Coordinates associate participation in established training courses offered through community schools, professional service providers, and other vendors. Recruits and hires all levels of personnel for company needs and establishes company recruitment and hiring procedures. Monitors staffing requirements for all departments. Manages preparation of associate separation notices and related documentation, and exit interviews to determine reasons behind all separations. Prepares reports and recommends procedures to reduce absenteeism and turnover. Manages new associate orientation to foster positive attitude toward the company goals. May represent the organization at personnel related hearings and investigations and acts as the company representative for all legal proceedings against the company (EEOC, NLRB, Arbitrations). Oversees worker compensation program to minimize costs and coordinate problem areas with the insurance carrier. Participates in and conducts problem solving and continuous improvement activities. Responsible for providing specialist industrial relations and public relations services for the facility. Ensures new employees receive necessary training; ensures all employees receive necessary training. Gate keeper of all training records and files. Directly supervises associates in the Human Resources Department. Responsibilities included interviewing, hiring, and training associates; planning, assigning, and directing work; appraisal performance; rewarding and disciplining associates; addressing complaints and resolving problems. Monthly reporting of Departmental Metrics in Share Point. Responsible for all dealing concerning Employee Benefits, including: Health, Dental, Vision Life & Supplemental insurances; 401K; and all Unemployment Compensation; Workers Compensation. Ensures junior HR professionals ( Human resources Coordinators, and Human Resource Specialist) are providing customer- oriented service by training, supervising and coordinating work activities. Perform additional assignments per supervisor's direction. Qualifications University Degree in related field or; Community College diploma in related field or; Five years' experience in Human Resources Ability to read, analyzes, and interprets professional journals, financial reports, government regulations and legal documents. Ability to respond effectively to the most sensitive inquiries or complaints from customers, regulatory agencies, associates, and or managers. Strong organizational skills. Strong communication skills (both verbal and written). Proficiency with database applications and administration systems, specifically Microsoft Office. Ability to work effectively alone and prioritize. Must be a highly motivated, service and team-oriented individual with an attention to detail. Ability to participate in developing procedures manuals and handbooks. Ability to effectively present information to top management, public groups and associates. Enthusiasm for challenge and new initiatives are prerequisites. Strong analytical ability Supervisory and interpersonal skills are required Strong working knowledge of Human Resources Information System Strong decision making and problem solving skills Demonstrated good internal customer service skills Proven good presentation skills. Good presentation skills Ability to manage multiple projects. Detail oriented Good computer skills Benefits Medical, dental, prescription, vision, life and disability insurance; and a flexible spending account 401(k) retirement savings plan with company match Extensive safety training, new hire orientation, continuous learning and development programs and tuition reimbursement Paid holidays and vacation time What do our employees have to say? "It engages you professionally, and provides learning opportunities." "Lots of growth opportunity." "The company's young enough to be exciting, but old enough to be stable." Not just a job-a great place to work! Flex-N-Gate is an equal opportunity employer. EOE/Minorities/Females/Veterans/Disabled.
Overview We are looking for a candidate that lives in the Great Lakes region-Ohio, IN, or KY. The Director, Provider Engagement is a critical member of the Provider Engagement team, working across markets to build relationships with network providers (Nephrologists, Specialists and PCPs, etc.) and health care facilities where patients attributed to Somatus receive their care. This position will partner with the market VP and SVP Provider Engagement, Divisional Vice President to develop and lead strategies to improve provider engagement and satisfaction across multiple markets. This role will report to the VP, Provider Engagement. Responsibilities Essential Duties and Responsibilities: Drive operational excellence, develop high-performing relationships, and demonstrate sound business judgement while leading cross-functional teams. Build formal relationships with key provider stakeholders within the clinically integrated networks including Nephrologists, PCPs, Specialists, SNFs, Dialysis Centers, Hospital Systems, and ASCs, to support Somatus' quality and financial objectives in the market. Utilize provider data from RenalIQ to identify areas for improvement and develop action plans. Design and implement process improvement strategies. Provide strategic guidance and support for Somatus' provider network. Develop provider quality and financial incentives and contractual relationships with market providers in connection with wider Somatus provider engagement and operational team. Partner with Somatus' clinical managers to support care team objectives related to network goals. Develop of provider scorecards with Somatus' Product and Innovation team. Collaborate with Somatus' payor partner market teams to ensure alignment with provider engagement strategy and tactics. Ability to travel 25-50% (overnight travel at times) throughout the state/regions and travel to HQ (Tyson's Corner, VA) as needed. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Qualifications Required Education and Experience: Minimum 8 years in enterprise sales, physician/ provider engagement, business development, contracting experience working with Nephrologists, PCPs and healthcare providers. Bachelor's degree in business, healthcare administration or a related field is required. Advance degree is preferred. Possess strong business acumen and a proven track record of driving new business development and creatively structuring agreements. Possess in-dept knowledge of health care operations and an understanding of the provider industry. Experience working with nephrologists, dialysis centers and health plans. Experience with developing provider contracts or incentives. Proven existing relationships with providers (Nephrologists, PCPs, etc), Hospital systems, and kidney related healthcare facilities in the market. Knowledge, Skills, and Abilities: Excellent verbal and written communications skills with demonstrated ability to communicate, present, and influence both credibly and effectively at all levels of an organization, including executive and C-level. Ability to connect with diverse constituents and stakeholders across cross-functional teams (leadership, marketing, account management, product and development, data and analytics, market operations and clinical). Ability to work in a rapidly changing, matrixed environment. Demonstrated self-starter, strategic thinker, and ability to work collaboratively in a team atmosphere. Proven ability to lead and manage competing tasks independently and efficiently. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Our priority is the health and safety of our members, colleagues, partners, and community. Proof of COVID-19 Vaccination is required for employment. If you are unable to be vaccinated for medical reasons or sincerely-held religious beliefs, we will consider requests for reasonable accommodations consistent with our policy, and where we are able to provide such accommodations without undue hardship to the company pursuant to applicable law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Somatus, Inc. provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that applicants are employed, and employees are treated during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated.
04/18/2024
Full time
Overview We are looking for a candidate that lives in the Great Lakes region-Ohio, IN, or KY. The Director, Provider Engagement is a critical member of the Provider Engagement team, working across markets to build relationships with network providers (Nephrologists, Specialists and PCPs, etc.) and health care facilities where patients attributed to Somatus receive their care. This position will partner with the market VP and SVP Provider Engagement, Divisional Vice President to develop and lead strategies to improve provider engagement and satisfaction across multiple markets. This role will report to the VP, Provider Engagement. Responsibilities Essential Duties and Responsibilities: Drive operational excellence, develop high-performing relationships, and demonstrate sound business judgement while leading cross-functional teams. Build formal relationships with key provider stakeholders within the clinically integrated networks including Nephrologists, PCPs, Specialists, SNFs, Dialysis Centers, Hospital Systems, and ASCs, to support Somatus' quality and financial objectives in the market. Utilize provider data from RenalIQ to identify areas for improvement and develop action plans. Design and implement process improvement strategies. Provide strategic guidance and support for Somatus' provider network. Develop provider quality and financial incentives and contractual relationships with market providers in connection with wider Somatus provider engagement and operational team. Partner with Somatus' clinical managers to support care team objectives related to network goals. Develop of provider scorecards with Somatus' Product and Innovation team. Collaborate with Somatus' payor partner market teams to ensure alignment with provider engagement strategy and tactics. Ability to travel 25-50% (overnight travel at times) throughout the state/regions and travel to HQ (Tyson's Corner, VA) as needed. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Qualifications Required Education and Experience: Minimum 8 years in enterprise sales, physician/ provider engagement, business development, contracting experience working with Nephrologists, PCPs and healthcare providers. Bachelor's degree in business, healthcare administration or a related field is required. Advance degree is preferred. Possess strong business acumen and a proven track record of driving new business development and creatively structuring agreements. Possess in-dept knowledge of health care operations and an understanding of the provider industry. Experience working with nephrologists, dialysis centers and health plans. Experience with developing provider contracts or incentives. Proven existing relationships with providers (Nephrologists, PCPs, etc), Hospital systems, and kidney related healthcare facilities in the market. Knowledge, Skills, and Abilities: Excellent verbal and written communications skills with demonstrated ability to communicate, present, and influence both credibly and effectively at all levels of an organization, including executive and C-level. Ability to connect with diverse constituents and stakeholders across cross-functional teams (leadership, marketing, account management, product and development, data and analytics, market operations and clinical). Ability to work in a rapidly changing, matrixed environment. Demonstrated self-starter, strategic thinker, and ability to work collaboratively in a team atmosphere. Proven ability to lead and manage competing tasks independently and efficiently. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Our priority is the health and safety of our members, colleagues, partners, and community. Proof of COVID-19 Vaccination is required for employment. If you are unable to be vaccinated for medical reasons or sincerely-held religious beliefs, we will consider requests for reasonable accommodations consistent with our policy, and where we are able to provide such accommodations without undue hardship to the company pursuant to applicable law. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Somatus, Inc. provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, the company takes affirmative action to ensure that applicants are employed, and employees are treated during employment without regard to any of these characteristics. Discrimination of any type will not be tolerated.
General Information Press space or enter keys to toggle section visibility Work Location: Los Angeles, USA Work Schedule Monday through Friday, 8am to 5pm Posted Date 01/12/2023 Salary Range: $31.03 - 65.9 Hourly Employment Type 2 - Staff: Career Duration Indefinite Job # 3087 Primary Duties and Responsibilities Press space or enter keys to toggle section visibility The Procurement Analyst III is responsible for using foundational purchasing knowledge to complete substantive assignments, projects and tasks of moderate scope and complexity. In a highly independent manner, this role will utilize department and campus protocol, policies and guidelines to make sound judgement on the acquisition of goods and services. The duties will include: Continuously improving the purchasing workflow to ensure timely and accurate completion of all purchasing requests to achieve best efficiency, develop, manage and maintain fiscal and operational reporting that can provide a variety of analytical insight Developing and maintaining accurate database of all inventoried equipment service agreements, delivery schedules and payment plans per lease or outright purchase details Drafting and executing complex purchase orders of capital expenditures, supplies and services which require multiple steps of compliance assurance and contract review Establishing strong bonds with vendors to review and ensure best rate and quality on service Reconciling complex account issues in close collaboration with campus central finance departments like Accounts Payable and Central Purchasing Train and develop new hire procurement specialists Working with Purchasing Manager to develop and distribute department guidelines and training on best practices, protocol and policy to all department employees and outside vendors in person and virtually Job Qualifications Press space or enter keys to toggle section visibility Knowledge of University and Federal purchasing of equipment policies and procedures - preferred Strong, demonstrated skill and extensive experience using on-line Purchasing System (PAC) and/or BruinBuy to create complex requisitions and perform terms and rates review and negotiation with suppliers per UCLA compliance standards - preferred Ability to communicate professionally and effectively with Campus departments, department staff and leadership, and 3rd party suppliers to resolve problems as quickly as possible Ability to organize and manage large volumes of information in both physical filing systems and electronic database or filing systems Demonstrated ability to design, modify, create formulas, modify formats and run various reports in Excel Demonstrated skill in assessing situations, anticipating problems, gathering information or data, and recommending solutions Demonstrated skill in financial analysis, planning, preparation and administration for a budget with multiple complex funding sources Demonstrated skill in using IBM PC and Mac OS with Microsoft Access and Microsoft Office General knowledge of radiological supplies, services, and equipment Skill in analyzing discrete accounting data to discover errors, initiate corrective action, and formulate logical conclusion to make fiscal projections Working knowledge of university material management procedures, accounting reports, and procedures
04/18/2024
Full time
General Information Press space or enter keys to toggle section visibility Work Location: Los Angeles, USA Work Schedule Monday through Friday, 8am to 5pm Posted Date 01/12/2023 Salary Range: $31.03 - 65.9 Hourly Employment Type 2 - Staff: Career Duration Indefinite Job # 3087 Primary Duties and Responsibilities Press space or enter keys to toggle section visibility The Procurement Analyst III is responsible for using foundational purchasing knowledge to complete substantive assignments, projects and tasks of moderate scope and complexity. In a highly independent manner, this role will utilize department and campus protocol, policies and guidelines to make sound judgement on the acquisition of goods and services. The duties will include: Continuously improving the purchasing workflow to ensure timely and accurate completion of all purchasing requests to achieve best efficiency, develop, manage and maintain fiscal and operational reporting that can provide a variety of analytical insight Developing and maintaining accurate database of all inventoried equipment service agreements, delivery schedules and payment plans per lease or outright purchase details Drafting and executing complex purchase orders of capital expenditures, supplies and services which require multiple steps of compliance assurance and contract review Establishing strong bonds with vendors to review and ensure best rate and quality on service Reconciling complex account issues in close collaboration with campus central finance departments like Accounts Payable and Central Purchasing Train and develop new hire procurement specialists Working with Purchasing Manager to develop and distribute department guidelines and training on best practices, protocol and policy to all department employees and outside vendors in person and virtually Job Qualifications Press space or enter keys to toggle section visibility Knowledge of University and Federal purchasing of equipment policies and procedures - preferred Strong, demonstrated skill and extensive experience using on-line Purchasing System (PAC) and/or BruinBuy to create complex requisitions and perform terms and rates review and negotiation with suppliers per UCLA compliance standards - preferred Ability to communicate professionally and effectively with Campus departments, department staff and leadership, and 3rd party suppliers to resolve problems as quickly as possible Ability to organize and manage large volumes of information in both physical filing systems and electronic database or filing systems Demonstrated ability to design, modify, create formulas, modify formats and run various reports in Excel Demonstrated skill in assessing situations, anticipating problems, gathering information or data, and recommending solutions Demonstrated skill in financial analysis, planning, preparation and administration for a budget with multiple complex funding sources Demonstrated skill in using IBM PC and Mac OS with Microsoft Access and Microsoft Office General knowledge of radiological supplies, services, and equipment Skill in analyzing discrete accounting data to discover errors, initiate corrective action, and formulate logical conclusion to make fiscal projections Working knowledge of university material management procedures, accounting reports, and procedures
EmPATH Customer Service and Benefits Specialist Help Others, Make a Difference, Save a Life. Do you want to make a difference in people's lives every day? Or help people navigate the tough spots in their life? And do it all while working where your hard work is appreciated? You have a lot of choices in where you work make the decision to work where you are valued! Join the McNabb Center Team as the EmPATH Customer Service and Benefits Specialist program today! The EmPATH Customer Service and Benefits Specialist JOB PURPOSE/SUMMARY This position covers the admissions and front desk. Direct knowledge of the electronic medical records (AthenHealth) will be required. Excellent verbal and written communication, presentation and interpersonal skills. Exemplary organization skills and the ability to multi-task and prioritize work. Knowledge of patient needs, clinical workflow, and financial standards are must. Maintaining insurance eligibility information, working with all departments of the organization is required. TYPICAL WORKING CONDITIONS/EVIRONMENT This position operates in a small office at that front of the building. JOB DUTIES/RESPONSIBILITIES This job description is not intended to be all-inclusive; and employee will also perform other reasonably related job responsibilities as assigned by immediate supervisor and other management as required. This organization reserves the right to revise or change job duties as the need arises. Moreover, management reserves the right to change job descriptions, job duties, or working schedules based on their duty to accommodate individuals with disabilities. This job description does not constitute a written or implied contract of employment. 1. Admission Data Entry Ensure that each client is eligible for that services they are receiving prior to time of service. Set up Medical records number for client including that immediate number as well as complete data entry of demographic information without duplication of data. Keep productivity in at least 95%accurate without errors. 2. Patient Eligibility Check online with state website to ensure they are covered if providing sate or government insurance prior to time of service. Set up each intake if Centricity and make a file folder with intake packet. Check eligibility from Admission long and fax EmPATH admission long to UM Department by 10:00 each day. 3. Administrative Duties and Expectations EmPATH phone must be answered on or by third ring. Calls will be routed directly to staff instead of staff's voicemail if staff is present in the building. Submits timesheet and other paperwork by due date determined by supervisor. Cleans front desk area by keeping it uncluttered and neat. Meets and greets people in person an on the phone with friendly manner. Performs other duties as assigned by management staff. Available Shifts (hours listed below): This position is a Part-Time position that will work on Saturday & Sunday 7 am until 5 p.m . 20 hours a week - 40 hours a pay period. This position has a Fixed Schedule with specific days and specific hours. Weekends are required with this position. 40 hours a week -80 hours per pay period. This positions schedule is 6 am. until 2:00 p.m. 40 hours a week -80 hours per pay period. This positions schedule is 10 pm. until 6 am 40 hours a week -80 hours per pay period. Travel: No travel is required for this position. Equipment/Technology : Basic computer skills are required for email, timekeeping, and documentation in the electronic medical record. Computer, copier, scanner, camera, phones and general office equipment. QUALIFICATIONS - EmPATH Customer Service and Benefits Specialist Education: High school diploma or equivalent required. Associates Degree in Business Administration preferred. Experience / Knowledge : Must have at least two (2) years of experience in a Professional Healthcare office environment. Customer service focus and skills required. Must be comfortable with computers and technology. Strong communication skills both written and verbal. Strong organizational skills with the ability to handle multiple projects and appropriately prioritize task are required Physical: Strong communication skills both written and verbal Strong organizational skills with the ability to handle multiple projects and appropriately prioritize task are required. Hearing of normal/soft tones and close eye work. Valid driver's license. Frequent sitting, standing, walking, bending, stooping, and reaching. CPR and First Aid certification required (training provided). Required to be certified in and adequately implement verbal de-escalation techniques. Applicants should be able to exercise sound judgement under pressure. Clinical staff may be required to get an F endorsement to transport clients as necessary. Location: Knoxville, Tennessee Apply today to work where we care about you as an employee and where your hard work makes a difference! Helen Ross McNabb Center is an Equal Opportunity Employer. The Center provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment. Helen Ross McNabb Center conducts background checks, driver's license record, degree verification, and drug screens at hire. Employment is contingent upon clean drug screen, background check, and driving record. Additionally, certain programs are subject to TB Screening and/or testing. Bilingual applicants are encouraged to apply. PIa50eb42504bb-8876
04/18/2024
Full time
EmPATH Customer Service and Benefits Specialist Help Others, Make a Difference, Save a Life. Do you want to make a difference in people's lives every day? Or help people navigate the tough spots in their life? And do it all while working where your hard work is appreciated? You have a lot of choices in where you work make the decision to work where you are valued! Join the McNabb Center Team as the EmPATH Customer Service and Benefits Specialist program today! The EmPATH Customer Service and Benefits Specialist JOB PURPOSE/SUMMARY This position covers the admissions and front desk. Direct knowledge of the electronic medical records (AthenHealth) will be required. Excellent verbal and written communication, presentation and interpersonal skills. Exemplary organization skills and the ability to multi-task and prioritize work. Knowledge of patient needs, clinical workflow, and financial standards are must. Maintaining insurance eligibility information, working with all departments of the organization is required. TYPICAL WORKING CONDITIONS/EVIRONMENT This position operates in a small office at that front of the building. JOB DUTIES/RESPONSIBILITIES This job description is not intended to be all-inclusive; and employee will also perform other reasonably related job responsibilities as assigned by immediate supervisor and other management as required. This organization reserves the right to revise or change job duties as the need arises. Moreover, management reserves the right to change job descriptions, job duties, or working schedules based on their duty to accommodate individuals with disabilities. This job description does not constitute a written or implied contract of employment. 1. Admission Data Entry Ensure that each client is eligible for that services they are receiving prior to time of service. Set up Medical records number for client including that immediate number as well as complete data entry of demographic information without duplication of data. Keep productivity in at least 95%accurate without errors. 2. Patient Eligibility Check online with state website to ensure they are covered if providing sate or government insurance prior to time of service. Set up each intake if Centricity and make a file folder with intake packet. Check eligibility from Admission long and fax EmPATH admission long to UM Department by 10:00 each day. 3. Administrative Duties and Expectations EmPATH phone must be answered on or by third ring. Calls will be routed directly to staff instead of staff's voicemail if staff is present in the building. Submits timesheet and other paperwork by due date determined by supervisor. Cleans front desk area by keeping it uncluttered and neat. Meets and greets people in person an on the phone with friendly manner. Performs other duties as assigned by management staff. Available Shifts (hours listed below): This position is a Part-Time position that will work on Saturday & Sunday 7 am until 5 p.m . 20 hours a week - 40 hours a pay period. This position has a Fixed Schedule with specific days and specific hours. Weekends are required with this position. 40 hours a week -80 hours per pay period. This positions schedule is 6 am. until 2:00 p.m. 40 hours a week -80 hours per pay period. This positions schedule is 10 pm. until 6 am 40 hours a week -80 hours per pay period. Travel: No travel is required for this position. Equipment/Technology : Basic computer skills are required for email, timekeeping, and documentation in the electronic medical record. Computer, copier, scanner, camera, phones and general office equipment. QUALIFICATIONS - EmPATH Customer Service and Benefits Specialist Education: High school diploma or equivalent required. Associates Degree in Business Administration preferred. Experience / Knowledge : Must have at least two (2) years of experience in a Professional Healthcare office environment. Customer service focus and skills required. Must be comfortable with computers and technology. Strong communication skills both written and verbal. Strong organizational skills with the ability to handle multiple projects and appropriately prioritize task are required Physical: Strong communication skills both written and verbal Strong organizational skills with the ability to handle multiple projects and appropriately prioritize task are required. Hearing of normal/soft tones and close eye work. Valid driver's license. Frequent sitting, standing, walking, bending, stooping, and reaching. CPR and First Aid certification required (training provided). Required to be certified in and adequately implement verbal de-escalation techniques. Applicants should be able to exercise sound judgement under pressure. Clinical staff may be required to get an F endorsement to transport clients as necessary. Location: Knoxville, Tennessee Apply today to work where we care about you as an employee and where your hard work makes a difference! Helen Ross McNabb Center is an Equal Opportunity Employer. The Center provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment. Helen Ross McNabb Center conducts background checks, driver's license record, degree verification, and drug screens at hire. Employment is contingent upon clean drug screen, background check, and driving record. Additionally, certain programs are subject to TB Screening and/or testing. Bilingual applicants are encouraged to apply. PIa50eb42504bb-8876
Summary About the Position: This position is with the 63rd Readiness Division, Family Program Regional Office, Family Program Office with one vacancy at each of the following locations: Mountain View, California and San Antonio, Texas. Learn more about this agency Help Overview Accepting applications Open & closing dates 03/18/2024 to 04/01/2024 Salary $60,823 - $97,034 per year Salary varies based on location. Pay scale & grade GS 9 Help Locations 2 vacancies in the following locations: Mountain View, CA 1 vacancy San Antonio, TX 1 vacancy Remote job No Telework eligible Yes-as determined by the agency policy. Travel Required Occasional travel - The business travel requirement is 10%. Relocation expenses reimbursed Yes-Relocation cost may be paid if the selecting official determines the relocation is in the best interest of the Government. Appointment type Permanent - Work schedule Full-time - Service Competitive Promotion potential None Job family (Series) 0301 Miscellaneous Administration And Program Supervisory status No Security clearance Secret Drug test No Announcement number NCDER1 Control number Help This job is open to Career transition (CTAP, ICTAP, RPL) Federal employees who meet the definition of a "surplus" or "displaced" employee. Family of overseas employees Family members of a federal employee or uniformed service member who is or was, working overseas. Federal employees - Competitive service Current or former competitive service federal employees. Individuals with disabilities Land & base management Certain current or former term or temporary federal employees of a land or base management agency. Military spouses Peace Corps & AmeriCorps Vista Veterans Clarification from the agency See "Who May Apply" in the "Qualifications" section for more information on who is eligible to apply for this position. Help Duties Ensure regulatory compliance in administration and Family/Soldier Readiness. Maintain suspense logs of recurring and one-time reports. Advise on all administrative matters affecting the Family Program Office. Coordinate travel and arrange all protocol for Family Program Office requirements. Plan, manage and execute budget requirements. Review administrative directives and publications. Review all correspondence for proper grammar and format. Formulate estimates, plans, orders and reports. Help Requirements Conditions of Employment Appointment may be subject to a suitability or fitness determination, as determined by a completed background investigation. Qualifications Who May Apply: Only applicants who meet one of the employment authority categories below are eligible to apply for this job. You will be asked to identify which category or categories you meet, and to provide documents which prove you meet the category or categories you selected. See Proof of Eligibility for an extensive list of document requirements for all employment authorities. 30 Percent or More Disabled Veterans Current Department of Army Civilian Employees Current Department of Defense (DOD) Civilian Employee (non-Army) Domestic Defense Industrial Base/Major Range and Test Facilities Base Civilian Personnel Workforce Executive Order (E.O.) 12721 Interagency Career Transition Assistance Plan Land Management Workforce Flexibility Act Military Spouses, under Executive Order (E.O.) 13473 Non-Appropriated Fund Instrumentality (NAFI) Non-Department of Defense (DoD) Transfer Office of Personnel Management (OPM) Interchange Agreement Eligible People with Disabilities, Schedule A Postal Service/Peace Corps and Other Unique Authorities Priority Placement Program, DoD Military Reserve (MR) and National Guard (NG) Technician Eligible Priority Placement Program, DoD Military Spouse Preference (MSP) Eligible Priority Placement Program, DoD MR and NG Preference Eligible Tech Receiving Disability Retirement Priority Placement Program, DoD Retained Grade Preference Eligible Reinstatement Veterans Employment Opportunity Act (VEOA) of 1998 In order to qualify, you must meet the education and/or experience requirements described below. Experience refers to paid and unpaid experience, including volunteer work done through National Service programs (e.g., Peace Corps, AmeriCorps) and other organizations (e.g., professional; philanthropic; religious; spiritual; community; student; social). You will receive credit for all qualifying experience, including volunteer experience. Your resume must clearly describe your relevant experience; if qualifying based on education, your transcripts will be required as part of your application. Additional information about transcripts is in this document. Specialized Experience: One year of specialized experience which includes providing administrative support in the areas of file maintenance, processing personnel actions, preparing correspondence, preparation of travel orders and developing reports; preparing for Family Program events and activities; providing financial management support to the program; remaining up-to-date on regulatory guidance related to Family and Soldier readiness. This definition of specialized experience is typical of work performed at the second lower grade/level position in the federal service (GS-07). OR Education: Master's or equivalent graduate degree or 2 full years of progressively higher level graduate education leading to such a degree in a field which demonstrates the knowledge, skills, and abilities necessary to do the work of the position, such as Business Administration. OR Combination of Education and Experience: A combination of education and experience may be used to qualify for this position as long as the computed percentage of the requirements is at least 100%. To compute the percentage of the requirements, divide your total months of experience by 12. Then divide the total number of completed graduate semester hours (or equivalent) beyond the first year (total graduate semester hours minus 18) by 18. Add the two percentages. You will be evaluated on the basis of your level of competency in the following areas: Administration and Management Attention to Detail Customer Service Decision Making Flexibility Integrity/Honesty Interpersonal Skills Learning Oral Communication Organizational Awareness Reading Comprehension Reasoning Self-Management Stress Tolerance Teamwork Writing Time in Grade Requirement: Applicants who have held a General Schedule (GS) position within the last 52 weeks must have 52 weeks of Federal service at the next lower grade or equivalent (GS-07). Education FOREIGN EDUCATION: If you are using education completed in foreign colleges or universities to meet the qualification requirements, you must show the education credentials have been evaluated by a private organization that specializes in interpretation of foreign education programs and such education has been deemed equivalent to that gained in an accredited U.S. education program; or full credit has been given for the courses at a U.S. accredited college or university. For further information, visit: Additional information Male applicants born after December 31, 1959, must complete a Pre-Employment Certification Statement for Selective Service Registration. You will be required to provide proof of U.S. Citizenship. One year probationary period may be required. Direct deposit of pay is required. Selection is subject to restrictions resulting from Department of Defense referral system for displaced employees. If you have retired from federal service and you are interested in employment as a reemployed annuitant, see the information in the Reemployed Annuitant information sheet. This is an Installations Career Field position. You may claim military spouse preference (MSP). Multiple positions may be filled from this announcement. Salary includes applicable locality pay. When you perform a Civilian Permanent Change of Station (PCS) with the government, the Internal Revenue Service (IRS) considers the majority of your entitlements to be taxable. Visit for more information. Permanent Change of Station (PCS) allowances may be authorized, subject to the provisions of the Joint Travel Regulations and an agency determination that a PCS move is in the Government Interest. Read more Benefits Help A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits. Review our benefits Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered. How You Will Be Evaluated You will be evaluated for this job based on how well you meet the qualifications above. You will be evaluated based on how well you meet the qualifications listed in this vacancy announcement. Your qualifications will be evaluated based on your application materials (e.g., resume, supporting documents), the responses you provide on the application questionnaire, and the result of the online assessments required for this position. You will be assessed on the following competencies (knowledge, skills, abilities . click apply for full job details
04/18/2024
Full time
Summary About the Position: This position is with the 63rd Readiness Division, Family Program Regional Office, Family Program Office with one vacancy at each of the following locations: Mountain View, California and San Antonio, Texas. Learn more about this agency Help Overview Accepting applications Open & closing dates 03/18/2024 to 04/01/2024 Salary $60,823 - $97,034 per year Salary varies based on location. Pay scale & grade GS 9 Help Locations 2 vacancies in the following locations: Mountain View, CA 1 vacancy San Antonio, TX 1 vacancy Remote job No Telework eligible Yes-as determined by the agency policy. Travel Required Occasional travel - The business travel requirement is 10%. Relocation expenses reimbursed Yes-Relocation cost may be paid if the selecting official determines the relocation is in the best interest of the Government. Appointment type Permanent - Work schedule Full-time - Service Competitive Promotion potential None Job family (Series) 0301 Miscellaneous Administration And Program Supervisory status No Security clearance Secret Drug test No Announcement number NCDER1 Control number Help This job is open to Career transition (CTAP, ICTAP, RPL) Federal employees who meet the definition of a "surplus" or "displaced" employee. Family of overseas employees Family members of a federal employee or uniformed service member who is or was, working overseas. Federal employees - Competitive service Current or former competitive service federal employees. Individuals with disabilities Land & base management Certain current or former term or temporary federal employees of a land or base management agency. Military spouses Peace Corps & AmeriCorps Vista Veterans Clarification from the agency See "Who May Apply" in the "Qualifications" section for more information on who is eligible to apply for this position. Help Duties Ensure regulatory compliance in administration and Family/Soldier Readiness. Maintain suspense logs of recurring and one-time reports. Advise on all administrative matters affecting the Family Program Office. Coordinate travel and arrange all protocol for Family Program Office requirements. Plan, manage and execute budget requirements. Review administrative directives and publications. Review all correspondence for proper grammar and format. Formulate estimates, plans, orders and reports. Help Requirements Conditions of Employment Appointment may be subject to a suitability or fitness determination, as determined by a completed background investigation. Qualifications Who May Apply: Only applicants who meet one of the employment authority categories below are eligible to apply for this job. You will be asked to identify which category or categories you meet, and to provide documents which prove you meet the category or categories you selected. See Proof of Eligibility for an extensive list of document requirements for all employment authorities. 30 Percent or More Disabled Veterans Current Department of Army Civilian Employees Current Department of Defense (DOD) Civilian Employee (non-Army) Domestic Defense Industrial Base/Major Range and Test Facilities Base Civilian Personnel Workforce Executive Order (E.O.) 12721 Interagency Career Transition Assistance Plan Land Management Workforce Flexibility Act Military Spouses, under Executive Order (E.O.) 13473 Non-Appropriated Fund Instrumentality (NAFI) Non-Department of Defense (DoD) Transfer Office of Personnel Management (OPM) Interchange Agreement Eligible People with Disabilities, Schedule A Postal Service/Peace Corps and Other Unique Authorities Priority Placement Program, DoD Military Reserve (MR) and National Guard (NG) Technician Eligible Priority Placement Program, DoD Military Spouse Preference (MSP) Eligible Priority Placement Program, DoD MR and NG Preference Eligible Tech Receiving Disability Retirement Priority Placement Program, DoD Retained Grade Preference Eligible Reinstatement Veterans Employment Opportunity Act (VEOA) of 1998 In order to qualify, you must meet the education and/or experience requirements described below. Experience refers to paid and unpaid experience, including volunteer work done through National Service programs (e.g., Peace Corps, AmeriCorps) and other organizations (e.g., professional; philanthropic; religious; spiritual; community; student; social). You will receive credit for all qualifying experience, including volunteer experience. Your resume must clearly describe your relevant experience; if qualifying based on education, your transcripts will be required as part of your application. Additional information about transcripts is in this document. Specialized Experience: One year of specialized experience which includes providing administrative support in the areas of file maintenance, processing personnel actions, preparing correspondence, preparation of travel orders and developing reports; preparing for Family Program events and activities; providing financial management support to the program; remaining up-to-date on regulatory guidance related to Family and Soldier readiness. This definition of specialized experience is typical of work performed at the second lower grade/level position in the federal service (GS-07). OR Education: Master's or equivalent graduate degree or 2 full years of progressively higher level graduate education leading to such a degree in a field which demonstrates the knowledge, skills, and abilities necessary to do the work of the position, such as Business Administration. OR Combination of Education and Experience: A combination of education and experience may be used to qualify for this position as long as the computed percentage of the requirements is at least 100%. To compute the percentage of the requirements, divide your total months of experience by 12. Then divide the total number of completed graduate semester hours (or equivalent) beyond the first year (total graduate semester hours minus 18) by 18. Add the two percentages. You will be evaluated on the basis of your level of competency in the following areas: Administration and Management Attention to Detail Customer Service Decision Making Flexibility Integrity/Honesty Interpersonal Skills Learning Oral Communication Organizational Awareness Reading Comprehension Reasoning Self-Management Stress Tolerance Teamwork Writing Time in Grade Requirement: Applicants who have held a General Schedule (GS) position within the last 52 weeks must have 52 weeks of Federal service at the next lower grade or equivalent (GS-07). Education FOREIGN EDUCATION: If you are using education completed in foreign colleges or universities to meet the qualification requirements, you must show the education credentials have been evaluated by a private organization that specializes in interpretation of foreign education programs and such education has been deemed equivalent to that gained in an accredited U.S. education program; or full credit has been given for the courses at a U.S. accredited college or university. For further information, visit: Additional information Male applicants born after December 31, 1959, must complete a Pre-Employment Certification Statement for Selective Service Registration. You will be required to provide proof of U.S. Citizenship. One year probationary period may be required. Direct deposit of pay is required. Selection is subject to restrictions resulting from Department of Defense referral system for displaced employees. If you have retired from federal service and you are interested in employment as a reemployed annuitant, see the information in the Reemployed Annuitant information sheet. This is an Installations Career Field position. You may claim military spouse preference (MSP). Multiple positions may be filled from this announcement. Salary includes applicable locality pay. When you perform a Civilian Permanent Change of Station (PCS) with the government, the Internal Revenue Service (IRS) considers the majority of your entitlements to be taxable. Visit for more information. Permanent Change of Station (PCS) allowances may be authorized, subject to the provisions of the Joint Travel Regulations and an agency determination that a PCS move is in the Government Interest. Read more Benefits Help A career with the U.S. government provides employees with a comprehensive benefits package. As a federal employee, you and your family will have access to a range of benefits that are designed to make your federal career very rewarding. Opens in a new windowLearn more about federal benefits. Review our benefits Eligibility for benefits depends on the type of position you hold and whether your position is full-time, part-time or intermittent. Contact the hiring agency for more information on the specific benefits offered. How You Will Be Evaluated You will be evaluated for this job based on how well you meet the qualifications above. You will be evaluated based on how well you meet the qualifications listed in this vacancy announcement. Your qualifications will be evaluated based on your application materials (e.g., resume, supporting documents), the responses you provide on the application questionnaire, and the result of the online assessments required for this position. You will be assessed on the following competencies (knowledge, skills, abilities . click apply for full job details
Responsible for the operation of multiple ambulatory sites, implementation of strategic plan and mission, employee and patient experience, financial performance of sites, improvement of quality of services, coordination and integration of services with McLaren Health Care subsidiaries. Provides leadership support to Senior Director of Operations, Clinic Operations Managers and providers, promotion of services, and ensures all regulatory compliance. Responsible for working in collaboration with providers to manage overall operations. Assures standardization of operations within defined regional area, aligned with system wide strategic priorities. Researches and implements new directives for business growth. Maximize efficiency and productivity through extensive process analysis and interdepartmental collaboration. Creates clarity and sets expectations with regards to ambulatory clinic optimization assuring standardized approach to attaining defined operational metrics. Engage staff and providers to promote team building and collaboration and contribute to the success of the clinics quality, fiscal, employee and patient experience. Required: Bachelor's degree in Health Care Administration, Business Administration or related field. Minimum 5 years in a progressive management position with a focus on program development, provider relations, marketing or in an Operations Specialist position. Travel approximately 70 percent. Current Michigan driver's license and proof of valid automobile insurance. Insurable under McLaren's insurance program. Must possess and consistently use excellent communication skills and teamwork problem-solving skills in order to develop relationships with regional providers. Experience in specific department (Primary Care, Ortho/Neuro/Cardio, Medical/Surgical or Access) clinical operations. Preferred: Master's degree in Health Care Administration, Business Administration or related field. Previous managerial experience in physician-hospital practice integration and applicable program development. Experience in strategic planning, marketing, sales, networking and affiliations, physician practice development, referral base development, or outreach programs in health care is highly preferred. Additional Information Schedule: Full-time Requisition ID: Daily Work Times: 8:00am-5:00pm Hours Per Pay Period: 80 On Call: No Weekends: No Equal Opportunity Employer McLaren Health Care is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identification, age, sex, marital status, national origin, disability, genetic information, height or weight, protected veteran or other classification protected by law.
04/18/2024
Full time
Responsible for the operation of multiple ambulatory sites, implementation of strategic plan and mission, employee and patient experience, financial performance of sites, improvement of quality of services, coordination and integration of services with McLaren Health Care subsidiaries. Provides leadership support to Senior Director of Operations, Clinic Operations Managers and providers, promotion of services, and ensures all regulatory compliance. Responsible for working in collaboration with providers to manage overall operations. Assures standardization of operations within defined regional area, aligned with system wide strategic priorities. Researches and implements new directives for business growth. Maximize efficiency and productivity through extensive process analysis and interdepartmental collaboration. Creates clarity and sets expectations with regards to ambulatory clinic optimization assuring standardized approach to attaining defined operational metrics. Engage staff and providers to promote team building and collaboration and contribute to the success of the clinics quality, fiscal, employee and patient experience. Required: Bachelor's degree in Health Care Administration, Business Administration or related field. Minimum 5 years in a progressive management position with a focus on program development, provider relations, marketing or in an Operations Specialist position. Travel approximately 70 percent. Current Michigan driver's license and proof of valid automobile insurance. Insurable under McLaren's insurance program. Must possess and consistently use excellent communication skills and teamwork problem-solving skills in order to develop relationships with regional providers. Experience in specific department (Primary Care, Ortho/Neuro/Cardio, Medical/Surgical or Access) clinical operations. Preferred: Master's degree in Health Care Administration, Business Administration or related field. Previous managerial experience in physician-hospital practice integration and applicable program development. Experience in strategic planning, marketing, sales, networking and affiliations, physician practice development, referral base development, or outreach programs in health care is highly preferred. Additional Information Schedule: Full-time Requisition ID: Daily Work Times: 8:00am-5:00pm Hours Per Pay Period: 80 On Call: No Weekends: No Equal Opportunity Employer McLaren Health Care is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identification, age, sex, marital status, national origin, disability, genetic information, height or weight, protected veteran or other classification protected by law.
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 Compensation Specialist (Hybrid eligible) Job Description: Summary The Senior Compensation Specialist is responsible for the day-to-day administration and implementation of compensation programs across the organization Including short-term incentive plans, sales, commission, and production incentive plans, and long-term incentive plans. Essential Duties & Responsibilities Assist in the development of compensation programs in accordance with guidelines and policies and recommendations on compensation issues and proposals, including compensation program design, evaluation and analysis, cost projections, and communications Responsible for ongoing compensation initiatives such as annual market review, salary planning, short term and long term incentive plans, and sales incentive plans through data collection/reporting, analysis, data management, transaction assistance, market research, and data integrity audits. Ability to comprehend and apply broad company policies to individualized compensation issues Administer various sales incentive plans by performing incentive calculations utilizing various data resources, including review of sales data, sales dispute resolution with managers, decision making and product assessment to arrive at determined conclusions, and providing reporting to individual sales team members, management, and Finance Owns full life cycle of conducting job analysis, evaluation and salary administration to determine appropriate salary grades, ranges, and pricing based on internal and external equity Work closely with HR business partners and Talent Acquisition teams on proposals for new hire offers, promotions, and adjustments Deliver accurate, complete and timely submission of required reports, documentation, forecasts and analyses Support industry market survey submission process as needed. Conduct and participate in compensation surveys Review survey results and proactively provide the analysis of market trends and recommendations for any changes in our structure or individual adjustments based on the data Provide market research when needed Facilitates and manages the equity-based grants and awards processes Develop documentation for compensation processes and procedures Assemble and distribute recurring reporting for Finance and Compensation for proper accrual management and expense forecasting exercises Design and prepare ad hoc compensation related reports Work under limited supervision as a collaborative team member and independent contributor to support the Compensation and HR team Work in conjunction with Payroll to research compensation and incentive payment issues Research sales incentive payment discrepancies, resolve issues and communicate to sales organizations on matters such as sales plan interpretation and compliance with guidelines Conduct ad-hoc analysis and modeling when appropriate Leads or assists with review and implementation of HRIS compensation-related items in HR systems Qualifications Must be able to work in a fast-paced changing environment and be able to use independent judgment for decisions that may not be straightforward Knowledge of compensation principals, programs, practices Strong technical knowledge of excel required including development of spreadsheets with formulas, functions, pivot tables Demonstrate advanced computer skills, incorporating the ability to effectively leverage technology Ability to prioritize and handle multiple projects at once Ability to handle sensitive HR information with high degree of confidentiality and discretion Must be detail oriented with strong analytical skills and be able to present analytical data in an easily understandable format Supervisory Responsibilities None Education and/or Experience Bachelor's degree in Business or Human Resources Management or equivalent experience; CCP a plus A minimum of 3 to 5 years of experience in Human Resources and direct experience / exposure in compensation Experience in banking or financial services industry is preferred Experience with Workday is preferred Computer and Software Skills Microsoft office suite Advanced Excel skills SQL preferred but not required Google Suite Experience (Docs, Sheets) Salesforce experience preferred Workday experience preferred 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 Compensation Specialist (Hybrid eligible) Job Description: Summary The Senior Compensation Specialist is responsible for the day-to-day administration and implementation of compensation programs across the organization Including short-term incentive plans, sales, commission, and production incentive plans, and long-term incentive plans. Essential Duties & Responsibilities Assist in the development of compensation programs in accordance with guidelines and policies and recommendations on compensation issues and proposals, including compensation program design, evaluation and analysis, cost projections, and communications Responsible for ongoing compensation initiatives such as annual market review, salary planning, short term and long term incentive plans, and sales incentive plans through data collection/reporting, analysis, data management, transaction assistance, market research, and data integrity audits. Ability to comprehend and apply broad company policies to individualized compensation issues Administer various sales incentive plans by performing incentive calculations utilizing various data resources, including review of sales data, sales dispute resolution with managers, decision making and product assessment to arrive at determined conclusions, and providing reporting to individual sales team members, management, and Finance Owns full life cycle of conducting job analysis, evaluation and salary administration to determine appropriate salary grades, ranges, and pricing based on internal and external equity Work closely with HR business partners and Talent Acquisition teams on proposals for new hire offers, promotions, and adjustments Deliver accurate, complete and timely submission of required reports, documentation, forecasts and analyses Support industry market survey submission process as needed. Conduct and participate in compensation surveys Review survey results and proactively provide the analysis of market trends and recommendations for any changes in our structure or individual adjustments based on the data Provide market research when needed Facilitates and manages the equity-based grants and awards processes Develop documentation for compensation processes and procedures Assemble and distribute recurring reporting for Finance and Compensation for proper accrual management and expense forecasting exercises Design and prepare ad hoc compensation related reports Work under limited supervision as a collaborative team member and independent contributor to support the Compensation and HR team Work in conjunction with Payroll to research compensation and incentive payment issues Research sales incentive payment discrepancies, resolve issues and communicate to sales organizations on matters such as sales plan interpretation and compliance with guidelines Conduct ad-hoc analysis and modeling when appropriate Leads or assists with review and implementation of HRIS compensation-related items in HR systems Qualifications Must be able to work in a fast-paced changing environment and be able to use independent judgment for decisions that may not be straightforward Knowledge of compensation principals, programs, practices Strong technical knowledge of excel required including development of spreadsheets with formulas, functions, pivot tables Demonstrate advanced computer skills, incorporating the ability to effectively leverage technology Ability to prioritize and handle multiple projects at once Ability to handle sensitive HR information with high degree of confidentiality and discretion Must be detail oriented with strong analytical skills and be able to present analytical data in an easily understandable format Supervisory Responsibilities None Education and/or Experience Bachelor's degree in Business or Human Resources Management or equivalent experience; CCP a plus A minimum of 3 to 5 years of experience in Human Resources and direct experience / exposure in compensation Experience in banking or financial services industry is preferred Experience with Workday is preferred Computer and Software Skills Microsoft office suite Advanced Excel skills SQL preferred but not required Google Suite Experience (Docs, Sheets) Salesforce experience preferred Workday experience preferred 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 .
Essential Job Duties: â Managing Production Operations contracts and corresponding Procurement Strategies for domestic oil and gas assets. Contract management responsibilities include executing new contracts, term extensions, commercial amendments, and terminating non-utilized contracts â Writing Purchase Orders, Service Orders and Blanket Orders to document the details of the transaction and to ensure contingencies are addressed â Preparing, submitting and negotiating with Legal's support the contract terms and conditions (master service agreements, commercial terms, and purchase orders, etc.) â Driving the collaboration efforts with business and functional leadership in establishing and executing Field Production Operations sourcing & value creation strategies for the corporation â Communicating with internal stakeholders on strategy, policies/procedures, guidelines, and processes as it relates to Field Production Operations â Drive corporate compliance to the preferred vendor program via end-user change management and communications programs â Acting as the subject matter expert regarding contractual and financial aspects of service contracts â Managing the full life cycle for Production Operations by advising a proponent on the best fit vendor, executing the work order documents, evaluating vendor performance â Acting as central point of contact between business unit proponents, vendor representatives, and other key stakeholders including HR and Legal â Pre-qualifying new and re-qualify existing Suppliers, while assuring full compliance with the HES Contractor Safety Program â Working in multiple ERP Systems modules (Purchase Requisitions, Purchase Orders, Supplier Registration, Sourcing Strategy, Contract Development and implementation, Supplier Performance and Contract Close out) â Primary interface with Internal Audit (Supplier audits), Finance - A/P (Invoice reconciliation), HES (Contractor approval and set-up), and Risk Management (Insurance levels and exceptions) â Monitor assigned contracts to ensure suppliers comply with the terms and conditions â Participate in Supplier Performance Meetings Required Qualifications â Bachelor's Degree, preferably in Business Administration, Human Resources, or Supply Chain Management â Years of Experience - Minimum 2 years of experience in Oil/Gas industry with Operator, Service or Engineering Company; Supply Chain Management experience preferred â Proven track record of delivering advantageous commercial results across a variety of capital and operating spend categories â Strong contract analysis, drafting and negotiation skills â Strong communication skills and ability to communicate thoughts in a clear, concise, coherent manner â Strong time management skills, highly organized, and detailed oriented â Strong analytical and problem solving skills â Strong cross-functional communication skills, teamwork and interpersonal skills â Strong knowledge of basic analytical and Microsoft Office software programs â Demonstrated ability to work independently, decisiveness, and sound judgment â Must be comfortable with change in all its facet and be to help assist others through change Desired Qualification â Knowledge of procurement principles, theories and processes (preferred). â Knowledge of O&G Field Production Operations â Experience managing relationships with Managed Service Providers â Experience in Production Operations contract management and writing scopes of work â Systems - SAP, Ariba, Spotfire With over 90 years' combined experience, NES Fircroft (NES) is proud to be the world's leading engineering staffing provider spanning the Oil & Gas, Power & Renewables, Chemicals, Construction & Infrastructure, Life Sciences, Mining and Manufacturing sectors worldwide. With more than 80 offices in 45 countries, we are able to provide our clients with the engineering and technical expertise they need, wherever and whenever it is needed. We offer contractors far more than a traditional recruitment service, supporting with everything from securing visas and work permits, to providing market-leading benefits packages and accommodation, ensuring they are safely and compliantly able to support our clients.
04/18/2024
Contractor
Essential Job Duties: â Managing Production Operations contracts and corresponding Procurement Strategies for domestic oil and gas assets. Contract management responsibilities include executing new contracts, term extensions, commercial amendments, and terminating non-utilized contracts â Writing Purchase Orders, Service Orders and Blanket Orders to document the details of the transaction and to ensure contingencies are addressed â Preparing, submitting and negotiating with Legal's support the contract terms and conditions (master service agreements, commercial terms, and purchase orders, etc.) â Driving the collaboration efforts with business and functional leadership in establishing and executing Field Production Operations sourcing & value creation strategies for the corporation â Communicating with internal stakeholders on strategy, policies/procedures, guidelines, and processes as it relates to Field Production Operations â Drive corporate compliance to the preferred vendor program via end-user change management and communications programs â Acting as the subject matter expert regarding contractual and financial aspects of service contracts â Managing the full life cycle for Production Operations by advising a proponent on the best fit vendor, executing the work order documents, evaluating vendor performance â Acting as central point of contact between business unit proponents, vendor representatives, and other key stakeholders including HR and Legal â Pre-qualifying new and re-qualify existing Suppliers, while assuring full compliance with the HES Contractor Safety Program â Working in multiple ERP Systems modules (Purchase Requisitions, Purchase Orders, Supplier Registration, Sourcing Strategy, Contract Development and implementation, Supplier Performance and Contract Close out) â Primary interface with Internal Audit (Supplier audits), Finance - A/P (Invoice reconciliation), HES (Contractor approval and set-up), and Risk Management (Insurance levels and exceptions) â Monitor assigned contracts to ensure suppliers comply with the terms and conditions â Participate in Supplier Performance Meetings Required Qualifications â Bachelor's Degree, preferably in Business Administration, Human Resources, or Supply Chain Management â Years of Experience - Minimum 2 years of experience in Oil/Gas industry with Operator, Service or Engineering Company; Supply Chain Management experience preferred â Proven track record of delivering advantageous commercial results across a variety of capital and operating spend categories â Strong contract analysis, drafting and negotiation skills â Strong communication skills and ability to communicate thoughts in a clear, concise, coherent manner â Strong time management skills, highly organized, and detailed oriented â Strong analytical and problem solving skills â Strong cross-functional communication skills, teamwork and interpersonal skills â Strong knowledge of basic analytical and Microsoft Office software programs â Demonstrated ability to work independently, decisiveness, and sound judgment â Must be comfortable with change in all its facet and be to help assist others through change Desired Qualification â Knowledge of procurement principles, theories and processes (preferred). â Knowledge of O&G Field Production Operations â Experience managing relationships with Managed Service Providers â Experience in Production Operations contract management and writing scopes of work â Systems - SAP, Ariba, Spotfire With over 90 years' combined experience, NES Fircroft (NES) is proud to be the world's leading engineering staffing provider spanning the Oil & Gas, Power & Renewables, Chemicals, Construction & Infrastructure, Life Sciences, Mining and Manufacturing sectors worldwide. With more than 80 offices in 45 countries, we are able to provide our clients with the engineering and technical expertise they need, wherever and whenever it is needed. We offer contractors far more than a traditional recruitment service, supporting with everything from securing visas and work permits, to providing market-leading benefits packages and accommodation, ensuring they are safely and compliantly able to support our clients.
Overview External Reporting Specialist Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With over 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. We're seeking a future team member for the role of External Reporting Specialist to join our Regulatory Reporting team. This role is located in Pittsburgh, PA -HYBRID. The External Reporting Specialist (Regulatory Reporting) ensures that reporting and analysis of external reporting analytics are sound and accurate. Assigned business and business partner areas are typically medium to large-in-size and moderately complex. The External Reporting (Regulatory Reporting) Specialist ensures that reporting and analysis of external reporting analytics are sound and accurate. Assigned business and business partner areas are typically medium to large-in-size and moderately complex. The primary responsibility will be to support the Finance Regulatory Reporting (FRR) Training and Communication Team. The purpose of this Team is to develop training and communication materials based on the latest Regulatory Reporting Guidelines issued by the Federal Reserve. The analyst will also assist in the preparation of weekly and monthly Regulatory Newsletters highlighting the issuance of new Regulatory guidelines and revisions to existing Regulatory guidelines. In this role, you'll make an impact in the following ways: Partner with the Regulatory Policy Team to monitor for Regulatory guideline changes and collaborating on the preparation of the weekly and monthly Regulatory Reporting Policy Updates and Newsletters. Assist in the design and development of new and updated training materials to enhance business partners and Finance colleagues understanding of Regulatory Reporting requirements and potential new rule requirements. Responsible for investigation, documentation and resolution of issues identified in the reporting process. Delivers thorough external reporting ensuring accuracy and correctness and transforms data into information for regulatory reporting where needed. Contributes to the establishment of the external reporting strategy for the business and business partner area and is responsible for ensuring the implementation of that strategy. Leverages regulatory reporting techniques to achieve business objectives. Provides support for the entire spectrum of the reporting process. Processes complex financial transactions and identifies and analyses exceptions. Builds strategic relationships to influence at all levels of the organization. No direct reports. Responsibilities are primarily focused on the training and communication with opportunities to produce cross-development in regulatory reporting. To be successful in this role, we're seeking the following: The qualified candidate is required to have a bachelor's degree or the equivalent combination of education and experience. B.A./B.S. with Accounting concentration or equivalent experience is preferred, but not required. Excellent writing and communication skills and comfortable in presentation settings. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion Bloomberg's Gender Equality Index (GEI) Human Rights Campaign Foundation, 100% score Corporate Equality Index Best Places to Work for Disability Inclusion , Disability: IN - 100% score 100 Best Workplaces for Innovators, Fast Company CDP's Climate Change 'A List' Our Benefits: BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
04/18/2024
Full time
Overview External Reporting Specialist Bring your ideas. Make history. BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or administration. Known as the "bank of banks" - 97% of the world's top banks work with us as we lead and serve our customers into the new era of digital. With over 240 years of rich history and industry firsts, BNY Mellon has been built upon our proven ability to evolve, lead, and drive new ideas at every turn. Today, we're approximately 50,000 employees across 35 countries with a culture that empowers you to grow, take risks, experiment and be yourself. This is what is all about. We're seeking a future team member for the role of External Reporting Specialist to join our Regulatory Reporting team. This role is located in Pittsburgh, PA -HYBRID. The External Reporting Specialist (Regulatory Reporting) ensures that reporting and analysis of external reporting analytics are sound and accurate. Assigned business and business partner areas are typically medium to large-in-size and moderately complex. The External Reporting (Regulatory Reporting) Specialist ensures that reporting and analysis of external reporting analytics are sound and accurate. Assigned business and business partner areas are typically medium to large-in-size and moderately complex. The primary responsibility will be to support the Finance Regulatory Reporting (FRR) Training and Communication Team. The purpose of this Team is to develop training and communication materials based on the latest Regulatory Reporting Guidelines issued by the Federal Reserve. The analyst will also assist in the preparation of weekly and monthly Regulatory Newsletters highlighting the issuance of new Regulatory guidelines and revisions to existing Regulatory guidelines. In this role, you'll make an impact in the following ways: Partner with the Regulatory Policy Team to monitor for Regulatory guideline changes and collaborating on the preparation of the weekly and monthly Regulatory Reporting Policy Updates and Newsletters. Assist in the design and development of new and updated training materials to enhance business partners and Finance colleagues understanding of Regulatory Reporting requirements and potential new rule requirements. Responsible for investigation, documentation and resolution of issues identified in the reporting process. Delivers thorough external reporting ensuring accuracy and correctness and transforms data into information for regulatory reporting where needed. Contributes to the establishment of the external reporting strategy for the business and business partner area and is responsible for ensuring the implementation of that strategy. Leverages regulatory reporting techniques to achieve business objectives. Provides support for the entire spectrum of the reporting process. Processes complex financial transactions and identifies and analyses exceptions. Builds strategic relationships to influence at all levels of the organization. No direct reports. Responsibilities are primarily focused on the training and communication with opportunities to produce cross-development in regulatory reporting. To be successful in this role, we're seeking the following: The qualified candidate is required to have a bachelor's degree or the equivalent combination of education and experience. B.A./B.S. with Accounting concentration or equivalent experience is preferred, but not required. Excellent writing and communication skills and comfortable in presentation settings. At BNY Mellon, our inclusive culture speaks for itself. Here's a few of our awards: Fortune World's Most Admired Companies & Top 20 for Diversity and Inclusion Bloomberg's Gender Equality Index (GEI) Human Rights Campaign Foundation, 100% score Corporate Equality Index Best Places to Work for Disability Inclusion , Disability: IN - 100% score 100 Best Workplaces for Innovators, Fast Company CDP's Climate Change 'A List' Our Benefits: BNY Mellon offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves that can support you and your family through moments that matter. BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. Employer Description: For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helping clients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and more than 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: bnymellon. EEO Statement: BNY Mellon is an Equal Employment Opportunity/Affirmative Action Employer. Minorities/Females/Individuals With Disabilities/Protected Veterans. Our ambition is to build the best global team - one that is representative and inclusive of the diverse talent, clients and communities we work with and serve - and to empower our team to do their best work. We support wellbeing and a balanced life, and offer a range of family-friendly, inclusive employment policies and employee forums.
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 Compensation Specialist (Hybrid eligible) Job Description: Summary The Senior Compensation Specialist is responsible for the day-to-day administration and implementation of compensation programs across the organization Including short-term incentive plans, sales, commission, and production incentive plans, and long-term incentive plans. Essential Duties & Responsibilities Assist in the development of compensation programs in accordance with guidelines and policies and recommendations on compensation issues and proposals, including compensation program design, evaluation and analysis, cost projections, and communications Responsible for ongoing compensation initiatives such as annual market review, salary planning, short term and long term incentive plans, and sales incentive plans through data collection/reporting, analysis, data management, transaction assistance, market research, and data integrity audits. Ability to comprehend and apply broad company policies to individualized compensation issues Administer various sales incentive plans by performing incentive calculations utilizing various data resources, including review of sales data, sales dispute resolution with managers, decision making and product assessment to arrive at determined conclusions, and providing reporting to individual sales team members, management, and Finance Owns full life cycle of conducting job analysis, evaluation and salary administration to determine appropriate salary grades, ranges, and pricing based on internal and external equity Work closely with HR business partners and Talent Acquisition teams on proposals for new hire offers, promotions, and adjustments Deliver accurate, complete and timely submission of required reports, documentation, forecasts and analyses Support industry market survey submission process as needed. Conduct and participate in compensation surveys Review survey results and proactively provide the analysis of market trends and recommendations for any changes in our structure or individual adjustments based on the data Provide market research when needed Facilitates and manages the equity-based grants and awards processes Develop documentation for compensation processes and procedures Assemble and distribute recurring reporting for Finance and Compensation for proper accrual management and expense forecasting exercises Design and prepare ad hoc compensation related reports Work under limited supervision as a collaborative team member and independent contributor to support the Compensation and HR team Work in conjunction with Payroll to research compensation and incentive payment issues Research sales incentive payment discrepancies, resolve issues and communicate to sales organizations on matters such as sales plan interpretation and compliance with guidelines Conduct ad-hoc analysis and modeling when appropriate Leads or assists with review and implementation of HRIS compensation-related items in HR systems Qualifications Must be able to work in a fast-paced changing environment and be able to use independent judgment for decisions that may not be straightforward Knowledge of compensation principals, programs, practices Strong technical knowledge of excel required including development of spreadsheets with formulas, functions, pivot tables Demonstrate advanced computer skills, incorporating the ability to effectively leverage technology Ability to prioritize and handle multiple projects at once Ability to handle sensitive HR information with high degree of confidentiality and discretion Must be detail oriented with strong analytical skills and be able to present analytical data in an easily understandable format Supervisory Responsibilities None Education and/or Experience Bachelor's degree in Business or Human Resources Management or equivalent experience; CCP a plus A minimum of 3 to 5 years of experience in Human Resources and direct experience / exposure in compensation Experience in banking or financial services industry is preferred Experience with Workday is preferred Computer and Software Skills Microsoft office suite Advanced Excel skills SQL preferred but not required Google Suite Experience (Docs, Sheets) Salesforce experience preferred Workday experience preferred 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 Compensation Specialist (Hybrid eligible) Job Description: Summary The Senior Compensation Specialist is responsible for the day-to-day administration and implementation of compensation programs across the organization Including short-term incentive plans, sales, commission, and production incentive plans, and long-term incentive plans. Essential Duties & Responsibilities Assist in the development of compensation programs in accordance with guidelines and policies and recommendations on compensation issues and proposals, including compensation program design, evaluation and analysis, cost projections, and communications Responsible for ongoing compensation initiatives such as annual market review, salary planning, short term and long term incentive plans, and sales incentive plans through data collection/reporting, analysis, data management, transaction assistance, market research, and data integrity audits. Ability to comprehend and apply broad company policies to individualized compensation issues Administer various sales incentive plans by performing incentive calculations utilizing various data resources, including review of sales data, sales dispute resolution with managers, decision making and product assessment to arrive at determined conclusions, and providing reporting to individual sales team members, management, and Finance Owns full life cycle of conducting job analysis, evaluation and salary administration to determine appropriate salary grades, ranges, and pricing based on internal and external equity Work closely with HR business partners and Talent Acquisition teams on proposals for new hire offers, promotions, and adjustments Deliver accurate, complete and timely submission of required reports, documentation, forecasts and analyses Support industry market survey submission process as needed. Conduct and participate in compensation surveys Review survey results and proactively provide the analysis of market trends and recommendations for any changes in our structure or individual adjustments based on the data Provide market research when needed Facilitates and manages the equity-based grants and awards processes Develop documentation for compensation processes and procedures Assemble and distribute recurring reporting for Finance and Compensation for proper accrual management and expense forecasting exercises Design and prepare ad hoc compensation related reports Work under limited supervision as a collaborative team member and independent contributor to support the Compensation and HR team Work in conjunction with Payroll to research compensation and incentive payment issues Research sales incentive payment discrepancies, resolve issues and communicate to sales organizations on matters such as sales plan interpretation and compliance with guidelines Conduct ad-hoc analysis and modeling when appropriate Leads or assists with review and implementation of HRIS compensation-related items in HR systems Qualifications Must be able to work in a fast-paced changing environment and be able to use independent judgment for decisions that may not be straightforward Knowledge of compensation principals, programs, practices Strong technical knowledge of excel required including development of spreadsheets with formulas, functions, pivot tables Demonstrate advanced computer skills, incorporating the ability to effectively leverage technology Ability to prioritize and handle multiple projects at once Ability to handle sensitive HR information with high degree of confidentiality and discretion Must be detail oriented with strong analytical skills and be able to present analytical data in an easily understandable format Supervisory Responsibilities None Education and/or Experience Bachelor's degree in Business or Human Resources Management or equivalent experience; CCP a plus A minimum of 3 to 5 years of experience in Human Resources and direct experience / exposure in compensation Experience in banking or financial services industry is preferred Experience with Workday is preferred Computer and Software Skills Microsoft office suite Advanced Excel skills SQL preferred but not required Google Suite Experience (Docs, Sheets) Salesforce experience preferred Workday experience preferred 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 .
Financial Industry Regulatory Authority, Inc.
Dallas, Texas
To conduct risk-based examinations of FINRA member firms and registered representatives Essential Job Functions: Execute and advise on Market Access Rule (SEC Rule 15c3-5) reviews on examinations of medium to high risk and/or complex trading firms with moderate supervision. Evaluate firms' pre-trade financial, erroneous and regulatory risk management controls to assess compliance with SEC Rule 15c3-5 in equity, options, fixed income and/or other SEC regulated products traded on an Exchange or Alternative Trading System (ATS). Demonstrate an understating of a firm's trading activity, financial and regulatory risk management controls, order and execution management systems, and order lifecycles in connection with its market access activities. Evaluate firms' compliance with all relevant components of SEC Regulation ATS, including Form ATS, Form ATS-N and Form ATS-R disclosure obligations, safeguarding of subscribers' confidential trading information, and supervisory requirements. Evaluate a firm's compliance with Regulation SCI. Gather and critically analyze trading records and other relevant data provided by firms in response to tailored requests for information. Compile concise written summaries that clearly support the findings and conclusions of the review, including the information obtained, analysis performed, and any exceptions identified. Act as a trading specialist resource for others at FINRA including, but not be limited to, mentoring examiners, assessing trading risks and advising on examinations. Independently conduct background interviews and maintain ongoing discussions with relevant firm personnel. Utilize internal FINRA systems and data resources to validate data and assess the reasonability of a firm's trading controls. Gather and incorporate pertinent regulatory intelligence using internal FINRA systems and data resources. Ensure regulatory programs serve departmental goals and FINRA's mission in an efficient and effective manner. Education/Experience Requirements: Bachelor's Degree or an equivalent combination of education and experience required. Major in Accounting, Finance, Economics, Business Administration or related fields preferred. Advanced degree/certification a plus Significant securities, compliance or financial regulatory experience Knowledge Requirements: Advanced knowledge of FINRA's risk fundamentals Advanced knowledge of securities rules and regulations Advanced knowledge of firm business models, business lines, customer bases, products and services Advanced knowledge of all major regulatory areas and the associated rule requirements Awareness and understanding of internal policies and protocols Skill Requirements: Ability to effectively articulate matters with high degree of complexity through verbal and written communications Advanced critical thinking, research and analytical skills Proficient in utilizing available internal resources Ability to manage time effectively and complete assignments within budgeted timeframes Ability to identify and prioritize risk Ability to work independently with minimal supervision Ability to recognize and understand the relationship and impact between different regulatory areas For work that is performed in CA, Washington, DC, CO, HI, New York, NY and WA, the chart below outlines the proposed salary range for the corresponding location. In addition to location, actual compensation is based on various factors, including but not limited to, the candidate's skill set, level of experience, education, and internal peer compensation comparisons. California: Minimum Salary $106,400, Maximum Salary $200,200 Washington, DC: Minimum Salary $106,400 Maximum Salary $191,800 Colorado/Hawaii: Minimum Salary $92,500, Maximum Salary $166,800 New York, NY: Minimum Salary $111,000, Maximum Salary $200,200 Washington State: Minimum Salary $92,500, Maximum Salary $191,800 To be considered for this position, please submit an application. Applications are accepted on an ongoing basis. The information provided above has been designed to indicate the general nature and level of work of the position. It is not a comprehensive inventory of all duties, responsibilities and qualifications required. Please note: If the "Apply Now" button on a job board posting does not take you directly to the FINRA Careers site, enter into your browser to reach our site directly. FINRA strives to make our career site accessible to all users. If you need a disability-related accommodation for completing the application process, please contact FINRA's Employee Relations team at or by email at . Please note that this process is exclusively for inquiries regarding application accommodations. Employees may be eligible for a discretionary bonus in addition to base pay. FINRA provides comprehensive health, dental and vision insurance. Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal. FINRA offers immediate participation and vesting in a 401(k) plan with company match and eligibility for participation in an additional FINRA-funded retirement contribution, tuition reimbursement and many other benefits. Time Off and Paid Leave FINRA encourages its employees to focus on their health and wellness in many ways, including through a generous time-off program of 15 days of paid time off, 5 personal days and 9 sick days (all pro-rated in the first year). Additionally, we are proud to support our communities by providing two volunteer service days (based on full-time schedule). Other paid leave includes military leave, jury duty leave, bereavement leave, voting and election official leave for federal, state or local primary and general elections, care of a family member leave (available after 90 days of employment); and childbirth and parental leave (available after 90 days of employment). Full-time employees receive nine paid holidays. Based on full-time schedule Important Information FINRA's Code of Conduct imposes restrictions on employees' investments and requires financial disclosures that are uniquely related to our role as a securities regulator. FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. All of those accounts are subject to the Code's investment and securities account restrictions, and new employees must comply with those investment restrictions-including disposing of any security issued by a company on FINRA's Prohibited Company List or obtaining a written waiver from their Executive Vice President-by the date they begin employment with FINRA. Employees may only maintain securities accounts that must be disclosed to FINRA at one or more securities firms that provide an electronic feed (e-feed) of data to FINRA, and must move securities accounts from other securities firms to a firm that provides an e-feed within three months of beginning employment. You can read more about these restrictions here. As standard practice, employees must also execute FINRA's Employee Confidentiality and Invention Assignment Agreement without qualification or modification and comply with the company's policy on nepotism. Search Firm Representatives Please be advised that FINRA is not seeking assistance or accepting unsolicited resumes from search firms for this employment opportunity. Regardless of past practice, a valid written agreement and task order must be in place before any resumes are submitted to FINRA. All resumes submitted by search firms to any employee at FINRA without a valid written agreement and task order in place will be deemed the sole property of FINRA and no fee will be paid in the event that person is hired by FINRA. FINRA is an Equal Opportunity and Affirmative Action Employer All qualified applicants will receive consideration for employment without regard to age, citizenship status, color, disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, veteran status or any other classification protected by federal state or local laws as appropriate, or upon the protected status of the person's relatives, friends or associates. FINRA abides by the requirements of 41 CFR 60-741.5(a). This regulation prohibits discrimination against qualified individuals on the basis of disability, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified individuals with disabilities. FINRA abides by the requirements of 41 CFR 60-300.5(a). This regulation prohibits discrimination against qualified protected veterans, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified protected veterans. 2020 FINRA. All rights reserved. FINRA is a registered trademark of the Financial Industry Regulatory Authority, Inc.
04/18/2024
Full time
To conduct risk-based examinations of FINRA member firms and registered representatives Essential Job Functions: Execute and advise on Market Access Rule (SEC Rule 15c3-5) reviews on examinations of medium to high risk and/or complex trading firms with moderate supervision. Evaluate firms' pre-trade financial, erroneous and regulatory risk management controls to assess compliance with SEC Rule 15c3-5 in equity, options, fixed income and/or other SEC regulated products traded on an Exchange or Alternative Trading System (ATS). Demonstrate an understating of a firm's trading activity, financial and regulatory risk management controls, order and execution management systems, and order lifecycles in connection with its market access activities. Evaluate firms' compliance with all relevant components of SEC Regulation ATS, including Form ATS, Form ATS-N and Form ATS-R disclosure obligations, safeguarding of subscribers' confidential trading information, and supervisory requirements. Evaluate a firm's compliance with Regulation SCI. Gather and critically analyze trading records and other relevant data provided by firms in response to tailored requests for information. Compile concise written summaries that clearly support the findings and conclusions of the review, including the information obtained, analysis performed, and any exceptions identified. Act as a trading specialist resource for others at FINRA including, but not be limited to, mentoring examiners, assessing trading risks and advising on examinations. Independently conduct background interviews and maintain ongoing discussions with relevant firm personnel. Utilize internal FINRA systems and data resources to validate data and assess the reasonability of a firm's trading controls. Gather and incorporate pertinent regulatory intelligence using internal FINRA systems and data resources. Ensure regulatory programs serve departmental goals and FINRA's mission in an efficient and effective manner. Education/Experience Requirements: Bachelor's Degree or an equivalent combination of education and experience required. Major in Accounting, Finance, Economics, Business Administration or related fields preferred. Advanced degree/certification a plus Significant securities, compliance or financial regulatory experience Knowledge Requirements: Advanced knowledge of FINRA's risk fundamentals Advanced knowledge of securities rules and regulations Advanced knowledge of firm business models, business lines, customer bases, products and services Advanced knowledge of all major regulatory areas and the associated rule requirements Awareness and understanding of internal policies and protocols Skill Requirements: Ability to effectively articulate matters with high degree of complexity through verbal and written communications Advanced critical thinking, research and analytical skills Proficient in utilizing available internal resources Ability to manage time effectively and complete assignments within budgeted timeframes Ability to identify and prioritize risk Ability to work independently with minimal supervision Ability to recognize and understand the relationship and impact between different regulatory areas For work that is performed in CA, Washington, DC, CO, HI, New York, NY and WA, the chart below outlines the proposed salary range for the corresponding location. In addition to location, actual compensation is based on various factors, including but not limited to, the candidate's skill set, level of experience, education, and internal peer compensation comparisons. California: Minimum Salary $106,400, Maximum Salary $200,200 Washington, DC: Minimum Salary $106,400 Maximum Salary $191,800 Colorado/Hawaii: Minimum Salary $92,500, Maximum Salary $166,800 New York, NY: Minimum Salary $111,000, Maximum Salary $200,200 Washington State: Minimum Salary $92,500, Maximum Salary $191,800 To be considered for this position, please submit an application. Applications are accepted on an ongoing basis. The information provided above has been designed to indicate the general nature and level of work of the position. It is not a comprehensive inventory of all duties, responsibilities and qualifications required. Please note: If the "Apply Now" button on a job board posting does not take you directly to the FINRA Careers site, enter into your browser to reach our site directly. FINRA strives to make our career site accessible to all users. If you need a disability-related accommodation for completing the application process, please contact FINRA's Employee Relations team at or by email at . Please note that this process is exclusively for inquiries regarding application accommodations. Employees may be eligible for a discretionary bonus in addition to base pay. FINRA provides comprehensive health, dental and vision insurance. Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal. FINRA offers immediate participation and vesting in a 401(k) plan with company match and eligibility for participation in an additional FINRA-funded retirement contribution, tuition reimbursement and many other benefits. Time Off and Paid Leave FINRA encourages its employees to focus on their health and wellness in many ways, including through a generous time-off program of 15 days of paid time off, 5 personal days and 9 sick days (all pro-rated in the first year). Additionally, we are proud to support our communities by providing two volunteer service days (based on full-time schedule). Other paid leave includes military leave, jury duty leave, bereavement leave, voting and election official leave for federal, state or local primary and general elections, care of a family member leave (available after 90 days of employment); and childbirth and parental leave (available after 90 days of employment). Full-time employees receive nine paid holidays. Based on full-time schedule Important Information FINRA's Code of Conduct imposes restrictions on employees' investments and requires financial disclosures that are uniquely related to our role as a securities regulator. FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. All of those accounts are subject to the Code's investment and securities account restrictions, and new employees must comply with those investment restrictions-including disposing of any security issued by a company on FINRA's Prohibited Company List or obtaining a written waiver from their Executive Vice President-by the date they begin employment with FINRA. Employees may only maintain securities accounts that must be disclosed to FINRA at one or more securities firms that provide an electronic feed (e-feed) of data to FINRA, and must move securities accounts from other securities firms to a firm that provides an e-feed within three months of beginning employment. You can read more about these restrictions here. As standard practice, employees must also execute FINRA's Employee Confidentiality and Invention Assignment Agreement without qualification or modification and comply with the company's policy on nepotism. Search Firm Representatives Please be advised that FINRA is not seeking assistance or accepting unsolicited resumes from search firms for this employment opportunity. Regardless of past practice, a valid written agreement and task order must be in place before any resumes are submitted to FINRA. All resumes submitted by search firms to any employee at FINRA without a valid written agreement and task order in place will be deemed the sole property of FINRA and no fee will be paid in the event that person is hired by FINRA. FINRA is an Equal Opportunity and Affirmative Action Employer All qualified applicants will receive consideration for employment without regard to age, citizenship status, color, disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, veteran status or any other classification protected by federal state or local laws as appropriate, or upon the protected status of the person's relatives, friends or associates. FINRA abides by the requirements of 41 CFR 60-741.5(a). This regulation prohibits discrimination against qualified individuals on the basis of disability, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified individuals with disabilities. FINRA abides by the requirements of 41 CFR 60-300.5(a). This regulation prohibits discrimination against qualified protected veterans, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified protected veterans. 2020 FINRA. All rights reserved. FINRA is a registered trademark of the Financial Industry Regulatory Authority, Inc.
Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges. Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years). Competitive pay and discretionary or incentive bonus eligible. Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Promote from within culture. Why join this team? Be part of a strong, mature, risk management governance framework. Hybrid Work Schedule - Split your time working remotely and at our Corporate Headquarters in Rosemont, IL or Countryside, IL location. We foster an inclusive environment for an individual to grow and work independently. Opportunity to interact with management level, experienced professionals - higher visibility. Wintrust has a great culture that comes from the top down. Gain experience and further your career by joining a growing organization. Position Overview The Credit Review Specialist is part of the Credit Review Team functioning as an independent second line of defense reporting to the VP Credit Review Group Manager. The Credit Review Specialist will conduct a systematic review of commercial, small business, specialty, or consumer loan portfolios to determine the accuracy of risk identification in the loan portfolio as well as the adequacy of documentation, administration, credit quality and loan performance. In addition, the Credit Review Specialist will prepare business unit reports and other reports related to other bank wide credit risk related issues. What You'll Do Participate in the overall assessment of portfolio credit quality. Assess risk rating accuracy, timeliness of grade changes and appropriateness of supporting rationale. Ensure loan underwriting standards adhere to Wintrust policy and procedures, and policy exceptions are appropriate and mitigated effectively. Review loan documentation, collateral documentation and other credit administration and monitoring for adherence to Wintrust policy and procedure and to all relevant laws and regulations, as well as alignment with credit approval. Manage and/or co-manage internal loan review engagements. Perform continuous monitoring of assigned portfolios. Work with senior management to regularly update the loan review policies and procedures. Ensure adversely classified assets are identified and have appropriate action plans in place. Effectively listen and communicate with loan officers, business unit managers, senior Wintrust leadership, appropriate internal committees, external auditors and all regulatory bodies. Qualifications Bachelor's degree in accounting, Finance, Economics, or a related discipline. Credit professional with at least five years of commercial credit experience, preferably with a background in commercial credit underwriting, credit risk management or loan/credit review. Strong credit analytical skills and credit process knowledge. Knowledge of the banking industry and regulatory guidelines as they relate to credit review and credit risk management practices. Experience in specialty lending niches such as leveraged loans, franchise lending, leasing, asset-based lending, insurance, etc. Successful completion of a formal credit training program preferred. Previous loan/credit review experience preferred. Benefits Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago's Bank and Wisconsin's Bank , we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.
04/18/2024
Full time
Wintrust is a financial holding company with approximately $50 billion assets under management and traded on the NASDAQ:WTFC. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges. Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years). Competitive pay and discretionary or incentive bonus eligible. Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few Promote from within culture. Why join this team? Be part of a strong, mature, risk management governance framework. Hybrid Work Schedule - Split your time working remotely and at our Corporate Headquarters in Rosemont, IL or Countryside, IL location. We foster an inclusive environment for an individual to grow and work independently. Opportunity to interact with management level, experienced professionals - higher visibility. Wintrust has a great culture that comes from the top down. Gain experience and further your career by joining a growing organization. Position Overview The Credit Review Specialist is part of the Credit Review Team functioning as an independent second line of defense reporting to the VP Credit Review Group Manager. The Credit Review Specialist will conduct a systematic review of commercial, small business, specialty, or consumer loan portfolios to determine the accuracy of risk identification in the loan portfolio as well as the adequacy of documentation, administration, credit quality and loan performance. In addition, the Credit Review Specialist will prepare business unit reports and other reports related to other bank wide credit risk related issues. What You'll Do Participate in the overall assessment of portfolio credit quality. Assess risk rating accuracy, timeliness of grade changes and appropriateness of supporting rationale. Ensure loan underwriting standards adhere to Wintrust policy and procedures, and policy exceptions are appropriate and mitigated effectively. Review loan documentation, collateral documentation and other credit administration and monitoring for adherence to Wintrust policy and procedure and to all relevant laws and regulations, as well as alignment with credit approval. Manage and/or co-manage internal loan review engagements. Perform continuous monitoring of assigned portfolios. Work with senior management to regularly update the loan review policies and procedures. Ensure adversely classified assets are identified and have appropriate action plans in place. Effectively listen and communicate with loan officers, business unit managers, senior Wintrust leadership, appropriate internal committees, external auditors and all regulatory bodies. Qualifications Bachelor's degree in accounting, Finance, Economics, or a related discipline. Credit professional with at least five years of commercial credit experience, preferably with a background in commercial credit underwriting, credit risk management or loan/credit review. Strong credit analytical skills and credit process knowledge. Knowledge of the banking industry and regulatory guidelines as they relate to credit review and credit risk management practices. Experience in specialty lending niches such as leveraged loans, franchise lending, leasing, asset-based lending, insurance, etc. Successful completion of a formal credit training program preferred. Previous loan/credit review experience preferred. Benefits Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To be Chicago's Bank and Wisconsin's Bank , we need to reflect that diversity both in all the communities we serve, the people we employ, the organizations we work with, and our banking and lending practices. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity and expressions, genetic information, marital status, age, disability, or status as a covered veteran or any other characteristic protected by law.
Financial Industry Regulatory Authority, Inc.
Rockville, Maryland
To conduct risk-based examinations of FINRA member firms and registered representatives Essential Job Functions: Execute and advise on Market Access Rule (SEC Rule 15c3-5) reviews on examinations of medium to high risk and/or complex trading firms with moderate supervision. Evaluate firms' pre-trade financial, erroneous and regulatory risk management controls to assess compliance with SEC Rule 15c3-5 in equity, options, fixed income and/or other SEC regulated products traded on an Exchange or Alternative Trading System (ATS). Demonstrate an understating of a firm's trading activity, financial and regulatory risk management controls, order and execution management systems, and order lifecycles in connection with its market access activities. Evaluate firms' compliance with all relevant components of SEC Regulation ATS, including Form ATS, Form ATS-N and Form ATS-R disclosure obligations, safeguarding of subscribers' confidential trading information, and supervisory requirements. Evaluate a firm's compliance with Regulation SCI. Gather and critically analyze trading records and other relevant data provided by firms in response to tailored requests for information. Compile concise written summaries that clearly support the findings and conclusions of the review, including the information obtained, analysis performed, and any exceptions identified. Act as a trading specialist resource for others at FINRA including, but not be limited to, mentoring examiners, assessing trading risks and advising on examinations. Independently conduct background interviews and maintain ongoing discussions with relevant firm personnel. Utilize internal FINRA systems and data resources to validate data and assess the reasonability of a firm's trading controls. Gather and incorporate pertinent regulatory intelligence using internal FINRA systems and data resources. Ensure regulatory programs serve departmental goals and FINRA's mission in an efficient and effective manner. Education/Experience Requirements: Bachelor's Degree or an equivalent combination of education and experience required. Major in Accounting, Finance, Economics, Business Administration or related fields preferred. Advanced degree/certification a plus Significant securities, compliance or financial regulatory experience Knowledge Requirements: Advanced knowledge of FINRA's risk fundamentals Advanced knowledge of securities rules and regulations Advanced knowledge of firm business models, business lines, customer bases, products and services Advanced knowledge of all major regulatory areas and the associated rule requirements Awareness and understanding of internal policies and protocols Skill Requirements: Ability to effectively articulate matters with high degree of complexity through verbal and written communications Advanced critical thinking, research and analytical skills Proficient in utilizing available internal resources Ability to manage time effectively and complete assignments within budgeted timeframes Ability to identify and prioritize risk Ability to work independently with minimal supervision Ability to recognize and understand the relationship and impact between different regulatory areas For work that is performed in CA, Washington, DC, CO, HI, New York, NY and WA, the chart below outlines the proposed salary range for the corresponding location. In addition to location, actual compensation is based on various factors, including but not limited to, the candidate's skill set, level of experience, education, and internal peer compensation comparisons. California: Minimum Salary $106,400, Maximum Salary $200,200 Washington, DC: Minimum Salary $106,400 Maximum Salary $191,800 Colorado/Hawaii: Minimum Salary $92,500, Maximum Salary $166,800 New York, NY: Minimum Salary $111,000, Maximum Salary $200,200 Washington State: Minimum Salary $92,500, Maximum Salary $191,800 To be considered for this position, please submit an application. Applications are accepted on an ongoing basis. The information provided above has been designed to indicate the general nature and level of work of the position. It is not a comprehensive inventory of all duties, responsibilities and qualifications required. Please note: If the "Apply Now" button on a job board posting does not take you directly to the FINRA Careers site, enter into your browser to reach our site directly. FINRA strives to make our career site accessible to all users. If you need a disability-related accommodation for completing the application process, please contact FINRA's Employee Relations team at or by email at . Please note that this process is exclusively for inquiries regarding application accommodations. Employees may be eligible for a discretionary bonus in addition to base pay. FINRA provides comprehensive health, dental and vision insurance. Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal. FINRA offers immediate participation and vesting in a 401(k) plan with company match and eligibility for participation in an additional FINRA-funded retirement contribution, tuition reimbursement and many other benefits. Time Off and Paid Leave FINRA encourages its employees to focus on their health and wellness in many ways, including through a generous time-off program of 15 days of paid time off, 5 personal days and 9 sick days (all pro-rated in the first year). Additionally, we are proud to support our communities by providing two volunteer service days (based on full-time schedule). Other paid leave includes military leave, jury duty leave, bereavement leave, voting and election official leave for federal, state or local primary and general elections, care of a family member leave (available after 90 days of employment); and childbirth and parental leave (available after 90 days of employment). Full-time employees receive nine paid holidays. Based on full-time schedule Important Information FINRA's Code of Conduct imposes restrictions on employees' investments and requires financial disclosures that are uniquely related to our role as a securities regulator. FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. All of those accounts are subject to the Code's investment and securities account restrictions, and new employees must comply with those investment restrictions-including disposing of any security issued by a company on FINRA's Prohibited Company List or obtaining a written waiver from their Executive Vice President-by the date they begin employment with FINRA. Employees may only maintain securities accounts that must be disclosed to FINRA at one or more securities firms that provide an electronic feed (e-feed) of data to FINRA, and must move securities accounts from other securities firms to a firm that provides an e-feed within three months of beginning employment. You can read more about these restrictions here. As standard practice, employees must also execute FINRA's Employee Confidentiality and Invention Assignment Agreement without qualification or modification and comply with the company's policy on nepotism. Search Firm Representatives Please be advised that FINRA is not seeking assistance or accepting unsolicited resumes from search firms for this employment opportunity. Regardless of past practice, a valid written agreement and task order must be in place before any resumes are submitted to FINRA. All resumes submitted by search firms to any employee at FINRA without a valid written agreement and task order in place will be deemed the sole property of FINRA and no fee will be paid in the event that person is hired by FINRA. FINRA is an Equal Opportunity and Affirmative Action Employer All qualified applicants will receive consideration for employment without regard to age, citizenship status, color, disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, veteran status or any other classification protected by federal state or local laws as appropriate, or upon the protected status of the person's relatives, friends or associates. FINRA abides by the requirements of 41 CFR 60-741.5(a). This regulation prohibits discrimination against qualified individuals on the basis of disability, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified individuals with disabilities. FINRA abides by the requirements of 41 CFR 60-300.5(a). This regulation prohibits discrimination against qualified protected veterans, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified protected veterans. 2020 FINRA. All rights reserved. FINRA is a registered trademark of the Financial Industry Regulatory Authority, Inc.
04/18/2024
Full time
To conduct risk-based examinations of FINRA member firms and registered representatives Essential Job Functions: Execute and advise on Market Access Rule (SEC Rule 15c3-5) reviews on examinations of medium to high risk and/or complex trading firms with moderate supervision. Evaluate firms' pre-trade financial, erroneous and regulatory risk management controls to assess compliance with SEC Rule 15c3-5 in equity, options, fixed income and/or other SEC regulated products traded on an Exchange or Alternative Trading System (ATS). Demonstrate an understating of a firm's trading activity, financial and regulatory risk management controls, order and execution management systems, and order lifecycles in connection with its market access activities. Evaluate firms' compliance with all relevant components of SEC Regulation ATS, including Form ATS, Form ATS-N and Form ATS-R disclosure obligations, safeguarding of subscribers' confidential trading information, and supervisory requirements. Evaluate a firm's compliance with Regulation SCI. Gather and critically analyze trading records and other relevant data provided by firms in response to tailored requests for information. Compile concise written summaries that clearly support the findings and conclusions of the review, including the information obtained, analysis performed, and any exceptions identified. Act as a trading specialist resource for others at FINRA including, but not be limited to, mentoring examiners, assessing trading risks and advising on examinations. Independently conduct background interviews and maintain ongoing discussions with relevant firm personnel. Utilize internal FINRA systems and data resources to validate data and assess the reasonability of a firm's trading controls. Gather and incorporate pertinent regulatory intelligence using internal FINRA systems and data resources. Ensure regulatory programs serve departmental goals and FINRA's mission in an efficient and effective manner. Education/Experience Requirements: Bachelor's Degree or an equivalent combination of education and experience required. Major in Accounting, Finance, Economics, Business Administration or related fields preferred. Advanced degree/certification a plus Significant securities, compliance or financial regulatory experience Knowledge Requirements: Advanced knowledge of FINRA's risk fundamentals Advanced knowledge of securities rules and regulations Advanced knowledge of firm business models, business lines, customer bases, products and services Advanced knowledge of all major regulatory areas and the associated rule requirements Awareness and understanding of internal policies and protocols Skill Requirements: Ability to effectively articulate matters with high degree of complexity through verbal and written communications Advanced critical thinking, research and analytical skills Proficient in utilizing available internal resources Ability to manage time effectively and complete assignments within budgeted timeframes Ability to identify and prioritize risk Ability to work independently with minimal supervision Ability to recognize and understand the relationship and impact between different regulatory areas For work that is performed in CA, Washington, DC, CO, HI, New York, NY and WA, the chart below outlines the proposed salary range for the corresponding location. In addition to location, actual compensation is based on various factors, including but not limited to, the candidate's skill set, level of experience, education, and internal peer compensation comparisons. California: Minimum Salary $106,400, Maximum Salary $200,200 Washington, DC: Minimum Salary $106,400 Maximum Salary $191,800 Colorado/Hawaii: Minimum Salary $92,500, Maximum Salary $166,800 New York, NY: Minimum Salary $111,000, Maximum Salary $200,200 Washington State: Minimum Salary $92,500, Maximum Salary $191,800 To be considered for this position, please submit an application. Applications are accepted on an ongoing basis. The information provided above has been designed to indicate the general nature and level of work of the position. It is not a comprehensive inventory of all duties, responsibilities and qualifications required. Please note: If the "Apply Now" button on a job board posting does not take you directly to the FINRA Careers site, enter into your browser to reach our site directly. FINRA strives to make our career site accessible to all users. If you need a disability-related accommodation for completing the application process, please contact FINRA's Employee Relations team at or by email at . Please note that this process is exclusively for inquiries regarding application accommodations. Employees may be eligible for a discretionary bonus in addition to base pay. FINRA provides comprehensive health, dental and vision insurance. Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal. FINRA offers immediate participation and vesting in a 401(k) plan with company match and eligibility for participation in an additional FINRA-funded retirement contribution, tuition reimbursement and many other benefits. Time Off and Paid Leave FINRA encourages its employees to focus on their health and wellness in many ways, including through a generous time-off program of 15 days of paid time off, 5 personal days and 9 sick days (all pro-rated in the first year). Additionally, we are proud to support our communities by providing two volunteer service days (based on full-time schedule). Other paid leave includes military leave, jury duty leave, bereavement leave, voting and election official leave for federal, state or local primary and general elections, care of a family member leave (available after 90 days of employment); and childbirth and parental leave (available after 90 days of employment). Full-time employees receive nine paid holidays. Based on full-time schedule Important Information FINRA's Code of Conduct imposes restrictions on employees' investments and requires financial disclosures that are uniquely related to our role as a securities regulator. FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. All of those accounts are subject to the Code's investment and securities account restrictions, and new employees must comply with those investment restrictions-including disposing of any security issued by a company on FINRA's Prohibited Company List or obtaining a written waiver from their Executive Vice President-by the date they begin employment with FINRA. Employees may only maintain securities accounts that must be disclosed to FINRA at one or more securities firms that provide an electronic feed (e-feed) of data to FINRA, and must move securities accounts from other securities firms to a firm that provides an e-feed within three months of beginning employment. You can read more about these restrictions here. As standard practice, employees must also execute FINRA's Employee Confidentiality and Invention Assignment Agreement without qualification or modification and comply with the company's policy on nepotism. Search Firm Representatives Please be advised that FINRA is not seeking assistance or accepting unsolicited resumes from search firms for this employment opportunity. Regardless of past practice, a valid written agreement and task order must be in place before any resumes are submitted to FINRA. All resumes submitted by search firms to any employee at FINRA without a valid written agreement and task order in place will be deemed the sole property of FINRA and no fee will be paid in the event that person is hired by FINRA. FINRA is an Equal Opportunity and Affirmative Action Employer All qualified applicants will receive consideration for employment without regard to age, citizenship status, color, disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, veteran status or any other classification protected by federal state or local laws as appropriate, or upon the protected status of the person's relatives, friends or associates. FINRA abides by the requirements of 41 CFR 60-741.5(a). This regulation prohibits discrimination against qualified individuals on the basis of disability, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified individuals with disabilities. FINRA abides by the requirements of 41 CFR 60-300.5(a). This regulation prohibits discrimination against qualified protected veterans, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified protected veterans. 2020 FINRA. All rights reserved. FINRA is a registered trademark of the Financial Industry Regulatory Authority, Inc.
Financial Industry Regulatory Authority, Inc.
Denver, Colorado
To conduct risk-based examinations of FINRA member firms and registered representatives Essential Job Functions: Execute and advise on Market Access Rule (SEC Rule 15c3-5) reviews on examinations of medium to high risk and/or complex trading firms with moderate supervision. Evaluate firms' pre-trade financial, erroneous and regulatory risk management controls to assess compliance with SEC Rule 15c3-5 in equity, options, fixed income and/or other SEC regulated products traded on an Exchange or Alternative Trading System (ATS). Demonstrate an understating of a firm's trading activity, financial and regulatory risk management controls, order and execution management systems, and order lifecycles in connection with its market access activities. Evaluate firms' compliance with all relevant components of SEC Regulation ATS, including Form ATS, Form ATS-N and Form ATS-R disclosure obligations, safeguarding of subscribers' confidential trading information, and supervisory requirements. Evaluate a firm's compliance with Regulation SCI. Gather and critically analyze trading records and other relevant data provided by firms in response to tailored requests for information. Compile concise written summaries that clearly support the findings and conclusions of the review, including the information obtained, analysis performed, and any exceptions identified. Act as a trading specialist resource for others at FINRA including, but not be limited to, mentoring examiners, assessing trading risks and advising on examinations. Independently conduct background interviews and maintain ongoing discussions with relevant firm personnel. Utilize internal FINRA systems and data resources to validate data and assess the reasonability of a firm's trading controls. Gather and incorporate pertinent regulatory intelligence using internal FINRA systems and data resources. Ensure regulatory programs serve departmental goals and FINRA's mission in an efficient and effective manner. Education/Experience Requirements: Bachelor's Degree or an equivalent combination of education and experience required. Major in Accounting, Finance, Economics, Business Administration or related fields preferred. Advanced degree/certification a plus Significant securities, compliance or financial regulatory experience Knowledge Requirements: Advanced knowledge of FINRA's risk fundamentals Advanced knowledge of securities rules and regulations Advanced knowledge of firm business models, business lines, customer bases, products and services Advanced knowledge of all major regulatory areas and the associated rule requirements Awareness and understanding of internal policies and protocols Skill Requirements: Ability to effectively articulate matters with high degree of complexity through verbal and written communications Advanced critical thinking, research and analytical skills Proficient in utilizing available internal resources Ability to manage time effectively and complete assignments within budgeted timeframes Ability to identify and prioritize risk Ability to work independently with minimal supervision Ability to recognize and understand the relationship and impact between different regulatory areas For work that is performed in CA, Washington, DC, CO, HI, New York, NY and WA, the chart below outlines the proposed salary range for the corresponding location. In addition to location, actual compensation is based on various factors, including but not limited to, the candidate's skill set, level of experience, education, and internal peer compensation comparisons. California: Minimum Salary $106,400, Maximum Salary $200,200 Washington, DC: Minimum Salary $106,400 Maximum Salary $191,800 Colorado/Hawaii: Minimum Salary $92,500, Maximum Salary $166,800 New York, NY: Minimum Salary $111,000, Maximum Salary $200,200 Washington State: Minimum Salary $92,500, Maximum Salary $191,800 To be considered for this position, please submit an application. Applications are accepted on an ongoing basis. The information provided above has been designed to indicate the general nature and level of work of the position. It is not a comprehensive inventory of all duties, responsibilities and qualifications required. Please note: If the "Apply Now" button on a job board posting does not take you directly to the FINRA Careers site, enter into your browser to reach our site directly. FINRA strives to make our career site accessible to all users. If you need a disability-related accommodation for completing the application process, please contact FINRA's Employee Relations team at or by email at . Please note that this process is exclusively for inquiries regarding application accommodations. Employees may be eligible for a discretionary bonus in addition to base pay. FINRA provides comprehensive health, dental and vision insurance. Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal. FINRA offers immediate participation and vesting in a 401(k) plan with company match and eligibility for participation in an additional FINRA-funded retirement contribution, tuition reimbursement and many other benefits. Time Off and Paid Leave FINRA encourages its employees to focus on their health and wellness in many ways, including through a generous time-off program of 15 days of paid time off, 5 personal days and 9 sick days (all pro-rated in the first year). Additionally, we are proud to support our communities by providing two volunteer service days (based on full-time schedule). Other paid leave includes military leave, jury duty leave, bereavement leave, voting and election official leave for federal, state or local primary and general elections, care of a family member leave (available after 90 days of employment); and childbirth and parental leave (available after 90 days of employment). Full-time employees receive nine paid holidays. Based on full-time schedule Important Information FINRA's Code of Conduct imposes restrictions on employees' investments and requires financial disclosures that are uniquely related to our role as a securities regulator. FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. All of those accounts are subject to the Code's investment and securities account restrictions, and new employees must comply with those investment restrictions-including disposing of any security issued by a company on FINRA's Prohibited Company List or obtaining a written waiver from their Executive Vice President-by the date they begin employment with FINRA. Employees may only maintain securities accounts that must be disclosed to FINRA at one or more securities firms that provide an electronic feed (e-feed) of data to FINRA, and must move securities accounts from other securities firms to a firm that provides an e-feed within three months of beginning employment. You can read more about these restrictions here. As standard practice, employees must also execute FINRA's Employee Confidentiality and Invention Assignment Agreement without qualification or modification and comply with the company's policy on nepotism. Search Firm Representatives Please be advised that FINRA is not seeking assistance or accepting unsolicited resumes from search firms for this employment opportunity. Regardless of past practice, a valid written agreement and task order must be in place before any resumes are submitted to FINRA. All resumes submitted by search firms to any employee at FINRA without a valid written agreement and task order in place will be deemed the sole property of FINRA and no fee will be paid in the event that person is hired by FINRA. FINRA is an Equal Opportunity and Affirmative Action Employer All qualified applicants will receive consideration for employment without regard to age, citizenship status, color, disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, veteran status or any other classification protected by federal state or local laws as appropriate, or upon the protected status of the person's relatives, friends or associates. FINRA abides by the requirements of 41 CFR 60-741.5(a). This regulation prohibits discrimination against qualified individuals on the basis of disability, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified individuals with disabilities. FINRA abides by the requirements of 41 CFR 60-300.5(a). This regulation prohibits discrimination against qualified protected veterans, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified protected veterans. 2020 FINRA. All rights reserved. FINRA is a registered trademark of the Financial Industry Regulatory Authority, Inc.
04/18/2024
Full time
To conduct risk-based examinations of FINRA member firms and registered representatives Essential Job Functions: Execute and advise on Market Access Rule (SEC Rule 15c3-5) reviews on examinations of medium to high risk and/or complex trading firms with moderate supervision. Evaluate firms' pre-trade financial, erroneous and regulatory risk management controls to assess compliance with SEC Rule 15c3-5 in equity, options, fixed income and/or other SEC regulated products traded on an Exchange or Alternative Trading System (ATS). Demonstrate an understating of a firm's trading activity, financial and regulatory risk management controls, order and execution management systems, and order lifecycles in connection with its market access activities. Evaluate firms' compliance with all relevant components of SEC Regulation ATS, including Form ATS, Form ATS-N and Form ATS-R disclosure obligations, safeguarding of subscribers' confidential trading information, and supervisory requirements. Evaluate a firm's compliance with Regulation SCI. Gather and critically analyze trading records and other relevant data provided by firms in response to tailored requests for information. Compile concise written summaries that clearly support the findings and conclusions of the review, including the information obtained, analysis performed, and any exceptions identified. Act as a trading specialist resource for others at FINRA including, but not be limited to, mentoring examiners, assessing trading risks and advising on examinations. Independently conduct background interviews and maintain ongoing discussions with relevant firm personnel. Utilize internal FINRA systems and data resources to validate data and assess the reasonability of a firm's trading controls. Gather and incorporate pertinent regulatory intelligence using internal FINRA systems and data resources. Ensure regulatory programs serve departmental goals and FINRA's mission in an efficient and effective manner. Education/Experience Requirements: Bachelor's Degree or an equivalent combination of education and experience required. Major in Accounting, Finance, Economics, Business Administration or related fields preferred. Advanced degree/certification a plus Significant securities, compliance or financial regulatory experience Knowledge Requirements: Advanced knowledge of FINRA's risk fundamentals Advanced knowledge of securities rules and regulations Advanced knowledge of firm business models, business lines, customer bases, products and services Advanced knowledge of all major regulatory areas and the associated rule requirements Awareness and understanding of internal policies and protocols Skill Requirements: Ability to effectively articulate matters with high degree of complexity through verbal and written communications Advanced critical thinking, research and analytical skills Proficient in utilizing available internal resources Ability to manage time effectively and complete assignments within budgeted timeframes Ability to identify and prioritize risk Ability to work independently with minimal supervision Ability to recognize and understand the relationship and impact between different regulatory areas For work that is performed in CA, Washington, DC, CO, HI, New York, NY and WA, the chart below outlines the proposed salary range for the corresponding location. In addition to location, actual compensation is based on various factors, including but not limited to, the candidate's skill set, level of experience, education, and internal peer compensation comparisons. California: Minimum Salary $106,400, Maximum Salary $200,200 Washington, DC: Minimum Salary $106,400 Maximum Salary $191,800 Colorado/Hawaii: Minimum Salary $92,500, Maximum Salary $166,800 New York, NY: Minimum Salary $111,000, Maximum Salary $200,200 Washington State: Minimum Salary $92,500, Maximum Salary $191,800 To be considered for this position, please submit an application. Applications are accepted on an ongoing basis. The information provided above has been designed to indicate the general nature and level of work of the position. It is not a comprehensive inventory of all duties, responsibilities and qualifications required. Please note: If the "Apply Now" button on a job board posting does not take you directly to the FINRA Careers site, enter into your browser to reach our site directly. FINRA strives to make our career site accessible to all users. If you need a disability-related accommodation for completing the application process, please contact FINRA's Employee Relations team at or by email at . Please note that this process is exclusively for inquiries regarding application accommodations. Employees may be eligible for a discretionary bonus in addition to base pay. FINRA provides comprehensive health, dental and vision insurance. Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal. FINRA offers immediate participation and vesting in a 401(k) plan with company match and eligibility for participation in an additional FINRA-funded retirement contribution, tuition reimbursement and many other benefits. Time Off and Paid Leave FINRA encourages its employees to focus on their health and wellness in many ways, including through a generous time-off program of 15 days of paid time off, 5 personal days and 9 sick days (all pro-rated in the first year). Additionally, we are proud to support our communities by providing two volunteer service days (based on full-time schedule). Other paid leave includes military leave, jury duty leave, bereavement leave, voting and election official leave for federal, state or local primary and general elections, care of a family member leave (available after 90 days of employment); and childbirth and parental leave (available after 90 days of employment). Full-time employees receive nine paid holidays. Based on full-time schedule Important Information FINRA's Code of Conduct imposes restrictions on employees' investments and requires financial disclosures that are uniquely related to our role as a securities regulator. FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. All of those accounts are subject to the Code's investment and securities account restrictions, and new employees must comply with those investment restrictions-including disposing of any security issued by a company on FINRA's Prohibited Company List or obtaining a written waiver from their Executive Vice President-by the date they begin employment with FINRA. Employees may only maintain securities accounts that must be disclosed to FINRA at one or more securities firms that provide an electronic feed (e-feed) of data to FINRA, and must move securities accounts from other securities firms to a firm that provides an e-feed within three months of beginning employment. You can read more about these restrictions here. As standard practice, employees must also execute FINRA's Employee Confidentiality and Invention Assignment Agreement without qualification or modification and comply with the company's policy on nepotism. Search Firm Representatives Please be advised that FINRA is not seeking assistance or accepting unsolicited resumes from search firms for this employment opportunity. Regardless of past practice, a valid written agreement and task order must be in place before any resumes are submitted to FINRA. All resumes submitted by search firms to any employee at FINRA without a valid written agreement and task order in place will be deemed the sole property of FINRA and no fee will be paid in the event that person is hired by FINRA. FINRA is an Equal Opportunity and Affirmative Action Employer All qualified applicants will receive consideration for employment without regard to age, citizenship status, color, disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, veteran status or any other classification protected by federal state or local laws as appropriate, or upon the protected status of the person's relatives, friends or associates. FINRA abides by the requirements of 41 CFR 60-741.5(a). This regulation prohibits discrimination against qualified individuals on the basis of disability, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified individuals with disabilities. FINRA abides by the requirements of 41 CFR 60-300.5(a). This regulation prohibits discrimination against qualified protected veterans, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified protected veterans. 2020 FINRA. All rights reserved. FINRA is a registered trademark of the Financial Industry Regulatory Authority, Inc.
Administrative Support 9+Month Contract Atlanta, GA (onsite) Client is currently seeking an Administrative Support Specialist to join the team. The successful candidate will play a crucial role in providing detailed administrative and support services to our organization. This is an excellent opportunity for individuals with strong organizational skills and expertise in Excel contracts review, network leasing, reconciliation, estoppels, and SNDA. Responsibilities: Efficiently review contracts using Excel to ensure accuracy and compliance with company standards. Manage network leasing activities, including lease negotiations and documentation. Conduct reconciliations of various financial and operational data sets. Handle estoppels and SNDA documentation processes with precision and attention to detail. Provide comprehensive administrative support to multiple departments as needed. Requirements: Proficiency in Excel for contract review and data analysis. Prior experience in network leasing procedures preferred. Strong understanding of reconciliation processes and techniques. Familiarity with estoppels and SNDA documentation in a commercial real estate context is advantageous. Excellent organizational skills and attention to detail. Ability to multitask and prioritize tasks effectively in a fast-paced environment. Strong communication and interpersonal skills. Bachelor's degree in business administration, finance, or a related field is desirable Metasys Technologies is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identify, national origin, veteran or disability status.
04/18/2024
Full time
Administrative Support 9+Month Contract Atlanta, GA (onsite) Client is currently seeking an Administrative Support Specialist to join the team. The successful candidate will play a crucial role in providing detailed administrative and support services to our organization. This is an excellent opportunity for individuals with strong organizational skills and expertise in Excel contracts review, network leasing, reconciliation, estoppels, and SNDA. Responsibilities: Efficiently review contracts using Excel to ensure accuracy and compliance with company standards. Manage network leasing activities, including lease negotiations and documentation. Conduct reconciliations of various financial and operational data sets. Handle estoppels and SNDA documentation processes with precision and attention to detail. Provide comprehensive administrative support to multiple departments as needed. Requirements: Proficiency in Excel for contract review and data analysis. Prior experience in network leasing procedures preferred. Strong understanding of reconciliation processes and techniques. Familiarity with estoppels and SNDA documentation in a commercial real estate context is advantageous. Excellent organizational skills and attention to detail. Ability to multitask and prioritize tasks effectively in a fast-paced environment. Strong communication and interpersonal skills. Bachelor's degree in business administration, finance, or a related field is desirable Metasys Technologies is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identify, national origin, veteran or disability status.
New Opportunity Commercial Contract Specialist NES is actively seeking candidates on the Island of St. Croix (USVI) for a full-time contract-to-hire Contracts Administrator opportunity with our client, a Major Energy Terminal in this area! This position will be open to early-career candidates as well as more seasoned individuals, and will deal heavily with Services Contract Management for our client. Only candidates local to St. Croix will be considered at this time. All interested candidates are encouraged to send their most updated resume to along with their availability. SUMMARY OF POSITIONThe Commercial Contract Specialist is responsible for the establishment and administration of contracts for outside services required by our client. This role will coordinate with external service providers and stakeholders in all phases of contracting administration, including bid solicitation, contract negotiations, contract drafting, and contract execution. This role will liaise with contractors and service providers to ensure proper contract administration of existing contracts. REPRESENTATIVE RESPONSIBILITIES Draft, review, negotiate, and administer existing contract templates. Oversee sourcing and competitive bidding tender process. Collaborate with business unit owners to ensure comprehensiveness of technical and scope considerations in Requests for Proposal (RFP) and contracts. Coordinate and document negotiations between contractors and business unit owners to ensure an auditable review, reaching mutually acceptable terms and conditions, and KPIs. Make contract award justification presentations to management. Manage contract approval and execution processes, including coordination among Legal, Finance, Procurement and other stakeholders. Manage entry of agreements into compliance systems and contract databases. Maintain database of legally approved service contracts and standard templates Manage communications with contractors and other service providers as well as internal clients. Pursue and manage remedies to issues which occur during the contract, including billings, payments, and performance. Focus on protecting the company from legal and financial risk and compliance with Procurement Policy. Build purchase orders daily in our ERP system and coordinate purchase order close-outs. Support Management in a variety of shifting business needs. Other duties or projects as assigned. The above is a summary of responsibilities for this position and there may be other responsibilities and duties assigned by management. III. REQUIREMENTS As necessary, the ability to provide support outside of typical work hours, as necessitated by the business. Ability to prioritize and organize work effectively to meet multiple and changing deadlines under pressure with minimal supervision. High proficiency in MS Office, particularly MS Word and MS Excel. Excellent written and oral communication skills with a strong attention to detail and organization. Education Bachelor's Degree preferred, or equivalent combination of education, training, and experience. Experience 5 or more years' experience as a Commercial Contract Specialist, Contract Manager, Paralegal or similar role. Preferred contract management experience, affiliated with the energy industry NetSuite experience preferred. Paralegal training from an ABA-certified program preferred. Applicable Additional Requirements Valid driver's license Ability to obtain, or currently possess, a valid Transportation Workers Identification Credential (TWIC) Physical Requirements Work is generally in an office setting. Ability to occasionally lift up to 25 pounds, climb stairs, push and pull, reach overhead, stoop and squat. With over 90 years' combined experience, NES Fircroft (NES) is proud to be the world's leading engineering staffing provider spanning the Oil & Gas, Power & Renewables, Chemicals, Construction & Infrastructure, Life Sciences, Mining and Manufacturing sectors worldwide. With more than 80 offices in 45 countries, we are able to provide our clients with the engineering and technical expertise they need, wherever and whenever it is needed. We offer contractors far more than a traditional recruitment service, supporting with everything from securing visas and work permits, to providing market-leading benefits packages and accommodation, ensuring they are safely and compliantly able to support our clients.
04/17/2024
Contractor
New Opportunity Commercial Contract Specialist NES is actively seeking candidates on the Island of St. Croix (USVI) for a full-time contract-to-hire Contracts Administrator opportunity with our client, a Major Energy Terminal in this area! This position will be open to early-career candidates as well as more seasoned individuals, and will deal heavily with Services Contract Management for our client. Only candidates local to St. Croix will be considered at this time. All interested candidates are encouraged to send their most updated resume to along with their availability. SUMMARY OF POSITIONThe Commercial Contract Specialist is responsible for the establishment and administration of contracts for outside services required by our client. This role will coordinate with external service providers and stakeholders in all phases of contracting administration, including bid solicitation, contract negotiations, contract drafting, and contract execution. This role will liaise with contractors and service providers to ensure proper contract administration of existing contracts. REPRESENTATIVE RESPONSIBILITIES Draft, review, negotiate, and administer existing contract templates. Oversee sourcing and competitive bidding tender process. Collaborate with business unit owners to ensure comprehensiveness of technical and scope considerations in Requests for Proposal (RFP) and contracts. Coordinate and document negotiations between contractors and business unit owners to ensure an auditable review, reaching mutually acceptable terms and conditions, and KPIs. Make contract award justification presentations to management. Manage contract approval and execution processes, including coordination among Legal, Finance, Procurement and other stakeholders. Manage entry of agreements into compliance systems and contract databases. Maintain database of legally approved service contracts and standard templates Manage communications with contractors and other service providers as well as internal clients. Pursue and manage remedies to issues which occur during the contract, including billings, payments, and performance. Focus on protecting the company from legal and financial risk and compliance with Procurement Policy. Build purchase orders daily in our ERP system and coordinate purchase order close-outs. Support Management in a variety of shifting business needs. Other duties or projects as assigned. The above is a summary of responsibilities for this position and there may be other responsibilities and duties assigned by management. III. REQUIREMENTS As necessary, the ability to provide support outside of typical work hours, as necessitated by the business. Ability to prioritize and organize work effectively to meet multiple and changing deadlines under pressure with minimal supervision. High proficiency in MS Office, particularly MS Word and MS Excel. Excellent written and oral communication skills with a strong attention to detail and organization. Education Bachelor's Degree preferred, or equivalent combination of education, training, and experience. Experience 5 or more years' experience as a Commercial Contract Specialist, Contract Manager, Paralegal or similar role. Preferred contract management experience, affiliated with the energy industry NetSuite experience preferred. Paralegal training from an ABA-certified program preferred. Applicable Additional Requirements Valid driver's license Ability to obtain, or currently possess, a valid Transportation Workers Identification Credential (TWIC) Physical Requirements Work is generally in an office setting. Ability to occasionally lift up to 25 pounds, climb stairs, push and pull, reach overhead, stoop and squat. With over 90 years' combined experience, NES Fircroft (NES) is proud to be the world's leading engineering staffing provider spanning the Oil & Gas, Power & Renewables, Chemicals, Construction & Infrastructure, Life Sciences, Mining and Manufacturing sectors worldwide. With more than 80 offices in 45 countries, we are able to provide our clients with the engineering and technical expertise they need, wherever and whenever it is needed. We offer contractors far more than a traditional recruitment service, supporting with everything from securing visas and work permits, to providing market-leading benefits packages and accommodation, ensuring they are safely and compliantly able to support our clients.
Connecticut Institute for Communities, Inc.
Danbury, Connecticut
Connecticut Institute for Communities, Inc. Description: CIFC Health is looking to fill the position of Front Desk Patient Registrar. Patient Registrars have direct patient interaction and must have excellent phone, communication and computer skills (late afternoon / early evenings & some Saturday morning hours required). Summary: This is the first person to greet patients at CIFC Health. This position is filled by employees who are comfortable interacting with the public, organized and able to assist patients in completing introductory information such as registration, insurance coverage and demographics. The Registration Specialist greets, instructs, directs and schedules patients and visitors. The Registration Specialist serves as a liaison between the patient and the medical support staff. The Registration Specialist answers calls, schedules appointments and maintains the schedule for the department. Unit: Administration Immediate Supervisor: Department Admin or designee Classification: Standard / Full Time (1.0 FTE) or Part-Time (Hourly) Status: Non-Exempt Directly Supervises: This position typically supervises no others. Essential Job Responsibilities: 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 abilities required. Responsible for greeting patients in cheerful manner. Assist patients in a way to make their visit to the Center relaxing and productive. Responsible for answering the telephone in a cheerful and polite manner. Responsible screening the incoming calls, taking appropriate messages, and transferring calls when appropriate. Responsible for screening phone calls to determine the appropriate scheduling of an appointment and how much time is needed. Responsible for accurately scheduling follow-up appointments, diagnostic testing, and referrals to other providers. Collect all deductibles and co pays from patients according to payer guidelines and discount levels. Ensure all encounter forms are accounted for at the end of the day by reconciling the day's schedule with encounter forms collected. Count and balance the day's collections with encounter forms. Provide outstanding comprehensive service to patients in the Health Center or over the telephone when registering, scheduling, or assisting them with health insurance and/or billing questions. Responsible for working with the patient to ensure accurate and complete demographic and insurance information into the computer database and for the patient's medical record. Collect copies of required identification and financial documents along with all required signatures. COMPLIANCE: This position requires compliance with CIFC Health's written standards, including its Compliance Program and all organizational policies and procedures (Written Standards). Such compliance will be considered as part of the employee's regular performance evaluation. Failure to comply with CIFC Health's Written Standards, which may include the failure to report any conduct or event that potentially violates legal or compliance requirements or CIFC Health's Written Standards, will be met by the enforcement of disciplinary action, up to and including possible termination, in accordance with the CIFC Compliance Policy & Plan and the CIFC Employee Manual. COMMITMENT: At CIFC Health, we are committed to providing quality medical care and treatment that is coordinated and centered on the patient's specific needs. We are recognized as a Patient Centered Medical Home and provide health care in a setting where patients are at the center of their care team. All employees of the Center are part of the patients care team and contribute to the team approach of promoting access, continuous, comprehensive care and work to provide quality improvement in the care provided to their patients. Requirements: Requirements: Minimum High School Diploma or equivalent, AA preferred. Previous medical office experience preferred. Computer experience is required, experience with electronic medical records are preferred. Applicants with multiple language capabilities (English, Spanish, and/or Portuguese) are preferred. Health Requirements: Recent documentation free of communicable diseases (i.e. TB and COVID); and Recent fit for duty examination. Competitive compensation, plus comprehensive fringe benefits package including health care coverage and retirement program. CIFC is an Equal Opportunity Employer/Provider. PIa49e8901cca6-0867
04/17/2024
Full time
Connecticut Institute for Communities, Inc. Description: CIFC Health is looking to fill the position of Front Desk Patient Registrar. Patient Registrars have direct patient interaction and must have excellent phone, communication and computer skills (late afternoon / early evenings & some Saturday morning hours required). Summary: This is the first person to greet patients at CIFC Health. This position is filled by employees who are comfortable interacting with the public, organized and able to assist patients in completing introductory information such as registration, insurance coverage and demographics. The Registration Specialist greets, instructs, directs and schedules patients and visitors. The Registration Specialist serves as a liaison between the patient and the medical support staff. The Registration Specialist answers calls, schedules appointments and maintains the schedule for the department. Unit: Administration Immediate Supervisor: Department Admin or designee Classification: Standard / Full Time (1.0 FTE) or Part-Time (Hourly) Status: Non-Exempt Directly Supervises: This position typically supervises no others. Essential Job Responsibilities: 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 abilities required. Responsible for greeting patients in cheerful manner. Assist patients in a way to make their visit to the Center relaxing and productive. Responsible for answering the telephone in a cheerful and polite manner. Responsible screening the incoming calls, taking appropriate messages, and transferring calls when appropriate. Responsible for screening phone calls to determine the appropriate scheduling of an appointment and how much time is needed. Responsible for accurately scheduling follow-up appointments, diagnostic testing, and referrals to other providers. Collect all deductibles and co pays from patients according to payer guidelines and discount levels. Ensure all encounter forms are accounted for at the end of the day by reconciling the day's schedule with encounter forms collected. Count and balance the day's collections with encounter forms. Provide outstanding comprehensive service to patients in the Health Center or over the telephone when registering, scheduling, or assisting them with health insurance and/or billing questions. Responsible for working with the patient to ensure accurate and complete demographic and insurance information into the computer database and for the patient's medical record. Collect copies of required identification and financial documents along with all required signatures. COMPLIANCE: This position requires compliance with CIFC Health's written standards, including its Compliance Program and all organizational policies and procedures (Written Standards). Such compliance will be considered as part of the employee's regular performance evaluation. Failure to comply with CIFC Health's Written Standards, which may include the failure to report any conduct or event that potentially violates legal or compliance requirements or CIFC Health's Written Standards, will be met by the enforcement of disciplinary action, up to and including possible termination, in accordance with the CIFC Compliance Policy & Plan and the CIFC Employee Manual. COMMITMENT: At CIFC Health, we are committed to providing quality medical care and treatment that is coordinated and centered on the patient's specific needs. We are recognized as a Patient Centered Medical Home and provide health care in a setting where patients are at the center of their care team. All employees of the Center are part of the patients care team and contribute to the team approach of promoting access, continuous, comprehensive care and work to provide quality improvement in the care provided to their patients. Requirements: Requirements: Minimum High School Diploma or equivalent, AA preferred. Previous medical office experience preferred. Computer experience is required, experience with electronic medical records are preferred. Applicants with multiple language capabilities (English, Spanish, and/or Portuguese) are preferred. Health Requirements: Recent documentation free of communicable diseases (i.e. TB and COVID); and Recent fit for duty examination. Competitive compensation, plus comprehensive fringe benefits package including health care coverage and retirement program. CIFC is an Equal Opportunity Employer/Provider. PIa49e8901cca6-0867
Financial Industry Regulatory Authority, Inc.
Reston, Virginia
To conduct risk-based examinations of FINRA member firms and registered representatives Essential Job Functions: Execute and advise on Market Access Rule (SEC Rule 15c3-5) reviews on examinations of medium to high risk and/or complex trading firms with moderate supervision. Evaluate firms' pre-trade financial, erroneous and regulatory risk management controls to assess compliance with SEC Rule 15c3-5 in equity, options, fixed income and/or other SEC regulated products traded on an Exchange or Alternative Trading System (ATS). Demonstrate an understating of a firm's trading activity, financial and regulatory risk management controls, order and execution management systems, and order lifecycles in connection with its market access activities. Evaluate firms' compliance with all relevant components of SEC Regulation ATS, including Form ATS, Form ATS-N and Form ATS-R disclosure obligations, safeguarding of subscribers' confidential trading information, and supervisory requirements. Evaluate a firm's compliance with Regulation SCI. Gather and critically analyze trading records and other relevant data provided by firms in response to tailored requests for information. Compile concise written summaries that clearly support the findings and conclusions of the review, including the information obtained, analysis performed, and any exceptions identified. Act as a trading specialist resource for others at FINRA including, but not be limited to, mentoring examiners, assessing trading risks and advising on examinations. Independently conduct background interviews and maintain ongoing discussions with relevant firm personnel. Utilize internal FINRA systems and data resources to validate data and assess the reasonability of a firm's trading controls. Gather and incorporate pertinent regulatory intelligence using internal FINRA systems and data resources. Ensure regulatory programs serve departmental goals and FINRA's mission in an efficient and effective manner. Education/Experience Requirements: Bachelor's Degree or an equivalent combination of education and experience required. Major in Accounting, Finance, Economics, Business Administration or related fields preferred. Advanced degree/certification a plus Significant securities, compliance or financial regulatory experience Knowledge Requirements: Advanced knowledge of FINRA's risk fundamentals Advanced knowledge of securities rules and regulations Advanced knowledge of firm business models, business lines, customer bases, products and services Advanced knowledge of all major regulatory areas and the associated rule requirements Awareness and understanding of internal policies and protocols Skill Requirements: Ability to effectively articulate matters with high degree of complexity through verbal and written communications Advanced critical thinking, research and analytical skills Proficient in utilizing available internal resources Ability to manage time effectively and complete assignments within budgeted timeframes Ability to identify and prioritize risk Ability to work independently with minimal supervision Ability to recognize and understand the relationship and impact between different regulatory areas For work that is performed in CA, Washington, DC, CO, HI, New York, NY and WA, the chart below outlines the proposed salary range for the corresponding location. In addition to location, actual compensation is based on various factors, including but not limited to, the candidate's skill set, level of experience, education, and internal peer compensation comparisons. California: Minimum Salary $106,400, Maximum Salary $200,200 Washington, DC: Minimum Salary $106,400 Maximum Salary $191,800 Colorado/Hawaii: Minimum Salary $92,500, Maximum Salary $166,800 New York, NY: Minimum Salary $111,000, Maximum Salary $200,200 Washington State: Minimum Salary $92,500, Maximum Salary $191,800 To be considered for this position, please submit an application. Applications are accepted on an ongoing basis. The information provided above has been designed to indicate the general nature and level of work of the position. It is not a comprehensive inventory of all duties, responsibilities and qualifications required. Please note: If the "Apply Now" button on a job board posting does not take you directly to the FINRA Careers site, enter into your browser to reach our site directly. FINRA strives to make our career site accessible to all users. If you need a disability-related accommodation for completing the application process, please contact FINRA's Employee Relations team at or by email at . Please note that this process is exclusively for inquiries regarding application accommodations. Employees may be eligible for a discretionary bonus in addition to base pay. FINRA provides comprehensive health, dental and vision insurance. Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal. FINRA offers immediate participation and vesting in a 401(k) plan with company match and eligibility for participation in an additional FINRA-funded retirement contribution, tuition reimbursement and many other benefits. Time Off and Paid Leave FINRA encourages its employees to focus on their health and wellness in many ways, including through a generous time-off program of 15 days of paid time off, 5 personal days and 9 sick days (all pro-rated in the first year). Additionally, we are proud to support our communities by providing two volunteer service days (based on full-time schedule). Other paid leave includes military leave, jury duty leave, bereavement leave, voting and election official leave for federal, state or local primary and general elections, care of a family member leave (available after 90 days of employment); and childbirth and parental leave (available after 90 days of employment). Full-time employees receive nine paid holidays. Based on full-time schedule Important Information FINRA's Code of Conduct imposes restrictions on employees' investments and requires financial disclosures that are uniquely related to our role as a securities regulator. FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. All of those accounts are subject to the Code's investment and securities account restrictions, and new employees must comply with those investment restrictions-including disposing of any security issued by a company on FINRA's Prohibited Company List or obtaining a written waiver from their Executive Vice President-by the date they begin employment with FINRA. Employees may only maintain securities accounts that must be disclosed to FINRA at one or more securities firms that provide an electronic feed (e-feed) of data to FINRA, and must move securities accounts from other securities firms to a firm that provides an e-feed within three months of beginning employment. You can read more about these restrictions here. As standard practice, employees must also execute FINRA's Employee Confidentiality and Invention Assignment Agreement without qualification or modification and comply with the company's policy on nepotism. Search Firm Representatives Please be advised that FINRA is not seeking assistance or accepting unsolicited resumes from search firms for this employment opportunity. Regardless of past practice, a valid written agreement and task order must be in place before any resumes are submitted to FINRA. All resumes submitted by search firms to any employee at FINRA without a valid written agreement and task order in place will be deemed the sole property of FINRA and no fee will be paid in the event that person is hired by FINRA. FINRA is an Equal Opportunity and Affirmative Action Employer All qualified applicants will receive consideration for employment without regard to age, citizenship status, color, disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, veteran status or any other classification protected by federal state or local laws as appropriate, or upon the protected status of the person's relatives, friends or associates. FINRA abides by the requirements of 41 CFR 60-741.5(a). This regulation prohibits discrimination against qualified individuals on the basis of disability, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified individuals with disabilities. FINRA abides by the requirements of 41 CFR 60-300.5(a). This regulation prohibits discrimination against qualified protected veterans, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified protected veterans. 2020 FINRA. All rights reserved. FINRA is a registered trademark of the Financial Industry Regulatory Authority, Inc.
04/17/2024
Full time
To conduct risk-based examinations of FINRA member firms and registered representatives Essential Job Functions: Execute and advise on Market Access Rule (SEC Rule 15c3-5) reviews on examinations of medium to high risk and/or complex trading firms with moderate supervision. Evaluate firms' pre-trade financial, erroneous and regulatory risk management controls to assess compliance with SEC Rule 15c3-5 in equity, options, fixed income and/or other SEC regulated products traded on an Exchange or Alternative Trading System (ATS). Demonstrate an understating of a firm's trading activity, financial and regulatory risk management controls, order and execution management systems, and order lifecycles in connection with its market access activities. Evaluate firms' compliance with all relevant components of SEC Regulation ATS, including Form ATS, Form ATS-N and Form ATS-R disclosure obligations, safeguarding of subscribers' confidential trading information, and supervisory requirements. Evaluate a firm's compliance with Regulation SCI. Gather and critically analyze trading records and other relevant data provided by firms in response to tailored requests for information. Compile concise written summaries that clearly support the findings and conclusions of the review, including the information obtained, analysis performed, and any exceptions identified. Act as a trading specialist resource for others at FINRA including, but not be limited to, mentoring examiners, assessing trading risks and advising on examinations. Independently conduct background interviews and maintain ongoing discussions with relevant firm personnel. Utilize internal FINRA systems and data resources to validate data and assess the reasonability of a firm's trading controls. Gather and incorporate pertinent regulatory intelligence using internal FINRA systems and data resources. Ensure regulatory programs serve departmental goals and FINRA's mission in an efficient and effective manner. Education/Experience Requirements: Bachelor's Degree or an equivalent combination of education and experience required. Major in Accounting, Finance, Economics, Business Administration or related fields preferred. Advanced degree/certification a plus Significant securities, compliance or financial regulatory experience Knowledge Requirements: Advanced knowledge of FINRA's risk fundamentals Advanced knowledge of securities rules and regulations Advanced knowledge of firm business models, business lines, customer bases, products and services Advanced knowledge of all major regulatory areas and the associated rule requirements Awareness and understanding of internal policies and protocols Skill Requirements: Ability to effectively articulate matters with high degree of complexity through verbal and written communications Advanced critical thinking, research and analytical skills Proficient in utilizing available internal resources Ability to manage time effectively and complete assignments within budgeted timeframes Ability to identify and prioritize risk Ability to work independently with minimal supervision Ability to recognize and understand the relationship and impact between different regulatory areas For work that is performed in CA, Washington, DC, CO, HI, New York, NY and WA, the chart below outlines the proposed salary range for the corresponding location. In addition to location, actual compensation is based on various factors, including but not limited to, the candidate's skill set, level of experience, education, and internal peer compensation comparisons. California: Minimum Salary $106,400, Maximum Salary $200,200 Washington, DC: Minimum Salary $106,400 Maximum Salary $191,800 Colorado/Hawaii: Minimum Salary $92,500, Maximum Salary $166,800 New York, NY: Minimum Salary $111,000, Maximum Salary $200,200 Washington State: Minimum Salary $92,500, Maximum Salary $191,800 To be considered for this position, please submit an application. Applications are accepted on an ongoing basis. The information provided above has been designed to indicate the general nature and level of work of the position. It is not a comprehensive inventory of all duties, responsibilities and qualifications required. Please note: If the "Apply Now" button on a job board posting does not take you directly to the FINRA Careers site, enter into your browser to reach our site directly. FINRA strives to make our career site accessible to all users. If you need a disability-related accommodation for completing the application process, please contact FINRA's Employee Relations team at or by email at . Please note that this process is exclusively for inquiries regarding application accommodations. Employees may be eligible for a discretionary bonus in addition to base pay. FINRA provides comprehensive health, dental and vision insurance. Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal. FINRA offers immediate participation and vesting in a 401(k) plan with company match and eligibility for participation in an additional FINRA-funded retirement contribution, tuition reimbursement and many other benefits. Time Off and Paid Leave FINRA encourages its employees to focus on their health and wellness in many ways, including through a generous time-off program of 15 days of paid time off, 5 personal days and 9 sick days (all pro-rated in the first year). Additionally, we are proud to support our communities by providing two volunteer service days (based on full-time schedule). Other paid leave includes military leave, jury duty leave, bereavement leave, voting and election official leave for federal, state or local primary and general elections, care of a family member leave (available after 90 days of employment); and childbirth and parental leave (available after 90 days of employment). Full-time employees receive nine paid holidays. Based on full-time schedule Important Information FINRA's Code of Conduct imposes restrictions on employees' investments and requires financial disclosures that are uniquely related to our role as a securities regulator. FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. All of those accounts are subject to the Code's investment and securities account restrictions, and new employees must comply with those investment restrictions-including disposing of any security issued by a company on FINRA's Prohibited Company List or obtaining a written waiver from their Executive Vice President-by the date they begin employment with FINRA. Employees may only maintain securities accounts that must be disclosed to FINRA at one or more securities firms that provide an electronic feed (e-feed) of data to FINRA, and must move securities accounts from other securities firms to a firm that provides an e-feed within three months of beginning employment. You can read more about these restrictions here. As standard practice, employees must also execute FINRA's Employee Confidentiality and Invention Assignment Agreement without qualification or modification and comply with the company's policy on nepotism. Search Firm Representatives Please be advised that FINRA is not seeking assistance or accepting unsolicited resumes from search firms for this employment opportunity. Regardless of past practice, a valid written agreement and task order must be in place before any resumes are submitted to FINRA. All resumes submitted by search firms to any employee at FINRA without a valid written agreement and task order in place will be deemed the sole property of FINRA and no fee will be paid in the event that person is hired by FINRA. FINRA is an Equal Opportunity and Affirmative Action Employer All qualified applicants will receive consideration for employment without regard to age, citizenship status, color, disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, veteran status or any other classification protected by federal state or local laws as appropriate, or upon the protected status of the person's relatives, friends or associates. FINRA abides by the requirements of 41 CFR 60-741.5(a). This regulation prohibits discrimination against qualified individuals on the basis of disability, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified individuals with disabilities. FINRA abides by the requirements of 41 CFR 60-300.5(a). This regulation prohibits discrimination against qualified protected veterans, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified protected veterans. 2020 FINRA. All rights reserved. FINRA is a registered trademark of the Financial Industry Regulatory Authority, Inc.