North Easton Savings Bank
South Easton, Massachusetts
Position Summary Under the direction of the AML/CFT Officer and Chief Risk Officer, the Lead AML/CFT Analyst supports compliance with the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT) and Office of Foreign Assets Control (OFAC) regulations. The Lead AML/CFT Analyst oversees the daily operations of the Bank's AML/CFT program, ensuring compliance with regulatory expectations and managing a team of analysts. This includes supervision of all marijuana-related business compliance under FinCEN guidance, managing system configurations (e.g., Verafin, Shield), and serving as the primary liaison between compliance operations, the AML/CFT Officer and senior management. Essential Job Responsibilities The essential functions include, but are not limited to the following: Ensures prompt identification and investigation of unusual or suspicious activity across customer accounts and product lines. Independently reviews and investigates escalated alerts and complex cases identified through AML/CFT monitoring systems. Supervises and provides technical guidance and support to AML/CFT Analysts including but not limited to conducting performance reviews, supporting career development, assigning cases and ensuring the completion of work in accordance with performance standards. Assists the AML/CFT Officer with oversight of AML/CFT monitoring systems, including testing, rule tuning, system agent parameter management and upgrades. Drafts detailed investigative narratives, prepare, recommend, and submit Suspicious Activity Reports (SAR) filings ensuring timely and accurate filing. Reviews SARs completed by AML/CFT Analyst prior to final review by the AML/CFT Officer, ensuring timely and accurate filing. Evaluates Cannabis Related Business (CRB) business documentation, licenses, ownership structures, and maintain compliance with Bank policy and procedures, FinCEN guidance, and state regulatory programs. Performs ongoing monitoring and periodic Enhanced Due Diligence (EDD) reviews of high risk accounts to detect unusual trends, cash structuring, or deviations from expected business activity. Maintains and updates customer risk rating criteria and ensure accurate application in AML/CFT monitoring systems. Completes Enhanced Due Diligence (EDD) reviews for high-risk relationships and assist the AML/CFT Officer with oversight of the program, ensuring timely and accurate EDD reviews by AML/CFT Senior Analysts. Coordinates with the AML/CFT Officer and senior management to provide risk reports, metrics, and summaries of CRB related activity. Liaises with state regulators, auditors, and law enforcement as necessary. Maintains and enforces compliance with 314(a) and 314(b) and data privacy laws. Identifies, recommends, and implements improvements to the Bank's AML/CFT program and CRB oversight processes. Stays current on internal policies, regulatory updates, and AML/CFT typologies and OFAC regulations through training. Fosters a culture of accountability, continuous learning, and innovation across the financial crimes team. Knowledge, Skills & Work Experience Bachelor's degree required; CAMS or equivalent certification strongly preferred. 5-7+ years of progressive experience in AML/CFT or financial crimes compliance with at least 3-5 years in a supervisory role. Deep knowledge of FinCEN's guidance and BSA reporting requirements for marijuana-related businesses. Subject matter expert in BSA, USA Patriot Act, OFAC, and related compliance laws. Strong leadership and organizational skills. Ability to manage competing priorities and maintain regulatory standards under pressure. Exceptional analytical and problem-solving skills with the ability to handle sensitive and complex cases. Proficiency in using AML/CFT detection software, data analysis tools, and Microsoft Office Suite. Excellent communication and interpersonal skills to engage with customers, staff, and external stakeholders. The pay range for this position is based on the lowest to highest salary we reasonably and in good faith expect to pay for this position at the time of this posting. Actual pay will depend upon several factors including, but not limited to, relevant education, qualifications, certifications, experience, business or organizational needs, affordability and market pay. The posted range may be modified in the future as market data or organizational priorities change. Physical Demands This job operates in a bank branch office but may require some remote work and travel. This position is an office-based position in terms of physical demand. Employees are expected to be able to operate their fingers and hands to perform functions such as typing, writing, and filing. Employees must also be able to move throughout the office with ease while also being able to sit for extended periods of time. Employees must be able to see and hear in an office setting that does include much noise going on around one's workspace. While this job is mainly clerical, there may be instances in which employees must be able to transport up to 20 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Note The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties (both related and unrelated to the above) may be assigned and are therefore required. This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. North Easton Savings Bank is dedicated to being an equal opportunity workplace. To reach and maintain this goal, the Bank strictly prohibits harassment and discrimination based on gender, sex, race, ethnic background, age, physical disability, mental disability, and anything else protected by law. North Easton Savings Bank welcomes diversity and we believe that diversity is the root of successful teams and an overall successful workplace. Compensation details: Yearly Salary PI1bdf9d7d9ec5-8865
04/18/2026
Full time
Position Summary Under the direction of the AML/CFT Officer and Chief Risk Officer, the Lead AML/CFT Analyst supports compliance with the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Countering the Financing of Terrorism (CFT) and Office of Foreign Assets Control (OFAC) regulations. The Lead AML/CFT Analyst oversees the daily operations of the Bank's AML/CFT program, ensuring compliance with regulatory expectations and managing a team of analysts. This includes supervision of all marijuana-related business compliance under FinCEN guidance, managing system configurations (e.g., Verafin, Shield), and serving as the primary liaison between compliance operations, the AML/CFT Officer and senior management. Essential Job Responsibilities The essential functions include, but are not limited to the following: Ensures prompt identification and investigation of unusual or suspicious activity across customer accounts and product lines. Independently reviews and investigates escalated alerts and complex cases identified through AML/CFT monitoring systems. Supervises and provides technical guidance and support to AML/CFT Analysts including but not limited to conducting performance reviews, supporting career development, assigning cases and ensuring the completion of work in accordance with performance standards. Assists the AML/CFT Officer with oversight of AML/CFT monitoring systems, including testing, rule tuning, system agent parameter management and upgrades. Drafts detailed investigative narratives, prepare, recommend, and submit Suspicious Activity Reports (SAR) filings ensuring timely and accurate filing. Reviews SARs completed by AML/CFT Analyst prior to final review by the AML/CFT Officer, ensuring timely and accurate filing. Evaluates Cannabis Related Business (CRB) business documentation, licenses, ownership structures, and maintain compliance with Bank policy and procedures, FinCEN guidance, and state regulatory programs. Performs ongoing monitoring and periodic Enhanced Due Diligence (EDD) reviews of high risk accounts to detect unusual trends, cash structuring, or deviations from expected business activity. Maintains and updates customer risk rating criteria and ensure accurate application in AML/CFT monitoring systems. Completes Enhanced Due Diligence (EDD) reviews for high-risk relationships and assist the AML/CFT Officer with oversight of the program, ensuring timely and accurate EDD reviews by AML/CFT Senior Analysts. Coordinates with the AML/CFT Officer and senior management to provide risk reports, metrics, and summaries of CRB related activity. Liaises with state regulators, auditors, and law enforcement as necessary. Maintains and enforces compliance with 314(a) and 314(b) and data privacy laws. Identifies, recommends, and implements improvements to the Bank's AML/CFT program and CRB oversight processes. Stays current on internal policies, regulatory updates, and AML/CFT typologies and OFAC regulations through training. Fosters a culture of accountability, continuous learning, and innovation across the financial crimes team. Knowledge, Skills & Work Experience Bachelor's degree required; CAMS or equivalent certification strongly preferred. 5-7+ years of progressive experience in AML/CFT or financial crimes compliance with at least 3-5 years in a supervisory role. Deep knowledge of FinCEN's guidance and BSA reporting requirements for marijuana-related businesses. Subject matter expert in BSA, USA Patriot Act, OFAC, and related compliance laws. Strong leadership and organizational skills. Ability to manage competing priorities and maintain regulatory standards under pressure. Exceptional analytical and problem-solving skills with the ability to handle sensitive and complex cases. Proficiency in using AML/CFT detection software, data analysis tools, and Microsoft Office Suite. Excellent communication and interpersonal skills to engage with customers, staff, and external stakeholders. The pay range for this position is based on the lowest to highest salary we reasonably and in good faith expect to pay for this position at the time of this posting. Actual pay will depend upon several factors including, but not limited to, relevant education, qualifications, certifications, experience, business or organizational needs, affordability and market pay. The posted range may be modified in the future as market data or organizational priorities change. Physical Demands This job operates in a bank branch office but may require some remote work and travel. This position is an office-based position in terms of physical demand. Employees are expected to be able to operate their fingers and hands to perform functions such as typing, writing, and filing. Employees must also be able to move throughout the office with ease while also being able to sit for extended periods of time. Employees must be able to see and hear in an office setting that does include much noise going on around one's workspace. While this job is mainly clerical, there may be instances in which employees must be able to transport up to 20 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Note The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties (both related and unrelated to the above) may be assigned and are therefore required. This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. North Easton Savings Bank is dedicated to being an equal opportunity workplace. To reach and maintain this goal, the Bank strictly prohibits harassment and discrimination based on gender, sex, race, ethnic background, age, physical disability, mental disability, and anything else protected by law. North Easton Savings Bank welcomes diversity and we believe that diversity is the root of successful teams and an overall successful workplace. Compensation details: Yearly Salary PI1bdf9d7d9ec5-8865
Cloud Security Architect Futrend Technology is seeking an Cloud Security Architect to join our security compliance team. In this role, you will work closely with the customer's Information Systems Security Officer (ISSO) and play a critical part in safeguarding its IT infrastructure. The role focuses on implementing security controls, ensuring compliance with federal cybersecurity framework and support secure cloud adoption across multiple platforms. The analyst works closely with end point owners, infrastructure and network security teams, and with enterprise security teams to meet HHS mandates. You will be part of a broader IT program that provides end-to-end support-including help desk, systems, network, incident response and security services-ensuring the availability, integrity, and confidentiality of mission-critical systems. This position is based in Bethesda, MD and requires onsite presence 3 to 5 days/week. Responsibilities Implement security controls, and ensure compliant cloud environments on AWS, GCP, or Azure adhering to FISMA, NIH policy, and federal security requirements Recommend, design and support Cloud security services and control implementation including Identity Access, Privileged access, Vulnerability management, Configuration compliance, encryption, and centralized security log management Monitor cloud environments for security events, anomalies, and configuration drift using SIEM (e.g., Splunk), conduct vulnerabilities assessments, track remediation and maintain dashboards with measurable metrics to report overall security posture Integrate and optimize enterprise security solutions such as Splunk, Tenable and other data sources to enhance continuous monitoring, event correlation, and compliance visibility across hybrid environment Investigate and respond to security incidents and alerts, perform root-cause analysis and proper remediation actions and reporting per NIH's established incident response plan Conduct threat modeling and security assessments of cloud deployments to identify and mitigate vulnerabilities, develop security requirements and provide guidance for applications migrating from on-prem implementations to the cloud environment Enhance and automate security and compliance checks using a combination of available tools and scripting; evaluate emerging platforms (like AI-based capabilities) to improve coverage, visibility, and operational efficiency Provide security guidance, best practices, and compliance support to developers, operations teams, system owners and other stakeholders, promoting security awareness Required Qualifications Proven experience securing cloud environments (AWS, GCP or AZURE), preferably within FISMA compliance frameworks Strong working knowledge of AWS, GCP or Azure cloud security, including logging, tagging strategies, ephemeral resource tracking, and cross-platform operations In-depth knowledge and demonstrated experience of applying federal compliance frameworks including FISMA, NIST 800-53, FedRAMP, RMF, Federal policy and supporting system authorization processes (ATO, POA&M) and policies to information systems Bachelor's degree in computer science, Cybersecurity, Information Technology, or a related field (or equivalent practical experience in Cloud security) 5+ years of experience in information security, with at least 3 years focused on cloud security Strong written and verbal communication skills, with the ability to produce clear security documentation and effectively communicate technical concepts to technical and non-technical stakeholders Preferred Qualifications Hands-on work experience with automation, security event correlation, asset inventory tracking and SEIM management (preferably in SPLUNK), utilizing scripting or programming such as PowerShell, Bash, Python or equivalent and use of APIs Experience working in regulated federal environments with complex governance and compliance requirements; collaborating and guiding multi-disciplinary teams managing servers, workstations, network appliances, security appliances Certifications: CISSP (or ability to obtain within 6 months) Desired Qualifications AWS/GCP/Azure Certified - Specialty certifications Advanced Linux and Windows administration experience Experience with container security (like Docker & Kubernetes) Compensation details: 00 PIbc6e3decf5-
04/17/2026
Full time
Cloud Security Architect Futrend Technology is seeking an Cloud Security Architect to join our security compliance team. In this role, you will work closely with the customer's Information Systems Security Officer (ISSO) and play a critical part in safeguarding its IT infrastructure. The role focuses on implementing security controls, ensuring compliance with federal cybersecurity framework and support secure cloud adoption across multiple platforms. The analyst works closely with end point owners, infrastructure and network security teams, and with enterprise security teams to meet HHS mandates. You will be part of a broader IT program that provides end-to-end support-including help desk, systems, network, incident response and security services-ensuring the availability, integrity, and confidentiality of mission-critical systems. This position is based in Bethesda, MD and requires onsite presence 3 to 5 days/week. Responsibilities Implement security controls, and ensure compliant cloud environments on AWS, GCP, or Azure adhering to FISMA, NIH policy, and federal security requirements Recommend, design and support Cloud security services and control implementation including Identity Access, Privileged access, Vulnerability management, Configuration compliance, encryption, and centralized security log management Monitor cloud environments for security events, anomalies, and configuration drift using SIEM (e.g., Splunk), conduct vulnerabilities assessments, track remediation and maintain dashboards with measurable metrics to report overall security posture Integrate and optimize enterprise security solutions such as Splunk, Tenable and other data sources to enhance continuous monitoring, event correlation, and compliance visibility across hybrid environment Investigate and respond to security incidents and alerts, perform root-cause analysis and proper remediation actions and reporting per NIH's established incident response plan Conduct threat modeling and security assessments of cloud deployments to identify and mitigate vulnerabilities, develop security requirements and provide guidance for applications migrating from on-prem implementations to the cloud environment Enhance and automate security and compliance checks using a combination of available tools and scripting; evaluate emerging platforms (like AI-based capabilities) to improve coverage, visibility, and operational efficiency Provide security guidance, best practices, and compliance support to developers, operations teams, system owners and other stakeholders, promoting security awareness Required Qualifications Proven experience securing cloud environments (AWS, GCP or AZURE), preferably within FISMA compliance frameworks Strong working knowledge of AWS, GCP or Azure cloud security, including logging, tagging strategies, ephemeral resource tracking, and cross-platform operations In-depth knowledge and demonstrated experience of applying federal compliance frameworks including FISMA, NIST 800-53, FedRAMP, RMF, Federal policy and supporting system authorization processes (ATO, POA&M) and policies to information systems Bachelor's degree in computer science, Cybersecurity, Information Technology, or a related field (or equivalent practical experience in Cloud security) 5+ years of experience in information security, with at least 3 years focused on cloud security Strong written and verbal communication skills, with the ability to produce clear security documentation and effectively communicate technical concepts to technical and non-technical stakeholders Preferred Qualifications Hands-on work experience with automation, security event correlation, asset inventory tracking and SEIM management (preferably in SPLUNK), utilizing scripting or programming such as PowerShell, Bash, Python or equivalent and use of APIs Experience working in regulated federal environments with complex governance and compliance requirements; collaborating and guiding multi-disciplinary teams managing servers, workstations, network appliances, security appliances Certifications: CISSP (or ability to obtain within 6 months) Desired Qualifications AWS/GCP/Azure Certified - Specialty certifications Advanced Linux and Windows administration experience Experience with container security (like Docker & Kubernetes) Compensation details: 00 PIbc6e3decf5-
Integrative Staffing Group, LLC
New City, New York
Senior Financial Analyst Cressona, PA Direct Placement Up to $125k yearly Job Summary: The Senior Financial Analyst will play a key role in supporting the Controller by ensuring the accurate and timely reporting of daily, monthly, and annual financial and operational data. This position will provide critical financial analysis and insights to both manufacturing operations and the management team to support strategic decision-making. Designed as a succession role for the Controller, the Sr Financial Analyst will gain broad exposure to financial planning, reporting, and operational support, positioning them for future leadership within the finance department. This position reports directly to the Controller. Required Education/Experience: Minimum of five years' experience in similar roles preferably including experience in a Plant Operation environment. In Depth understanding of standard costing principles and variance analysis Experience and Ability to perform inventory valuation, reconcile inventory accounts, and analyze inventory movements In depth experience with manufacturing KPIs Knowledgeable in ERP systems (Oracle, SAP) In depth knowledge of capital expenditure tracking Deep experience preparing financial reports, cost analysis and performance metrics. In depth understanding of internal controls, compliance standards and support for audit processes. Preferred Skills/Qualifications: Previous manufacturing experience in a fast-paced, manufacturing environment is preferred. Ability to connect data to strategy, interpret trends, identify business risks/opportunities. Communicate and influence stakeholders with data driven storytelling. Act as a self-starter who leads monthly reporting cycles, special projects and process improvements. Demonstrates accountability and execution rigor. Job Responsibilities: Successfully assist in Monthly Closing cycles to properly reflect the financial position of the Plant - Profit & Loss, Capital Base and Cash from Operations. Provide financial analysis support/guidance to all Line Managers and Plant Manager. Assist in the Planning, Forecasting and Budgeting processes of the operation. Monitor the financial policies, practices and procedures of the operation. Assist in ensuring the necessary Internal Controls (and compensating controls) to safeguard the Company's Assets and adhere to Hydro Financial Management Policies. Provide financial and manufacturing analysis of both a recurring and ad-hoc nature to internal Management, as well as assist Controller in preparing similar analysis for external stakeholders. Approve vouchers for payment. Assist payroll with computer reports to ensure that time and dollars are coded to the correct account. Supply financial data needed for capital appropriations. Assists in annual business plan along with various KPI's, including selling and general administration. Conduct monthly closing functions. Analyze actual profits and losses vs. the budget monthly. Prepare reports for various presentations. Assists in physical semi-annual inventories. Analyze actual results vs. the general ledger. Conduct cost studies on various item numbers or customer-profit analysis. Maintain cost information in the SAP computer system. Performs analysis of actual vs standard costs in SAP. Conduct annual fixed asset inventory. Support Controller and Operations with any ad hoc reporting requests. Always exhibit a professional and positive approach. When conditions dictate, extended work time may be required We are an EOE. If interested, please contact Jeena Swope ext. 212 /
04/17/2026
Full time
Senior Financial Analyst Cressona, PA Direct Placement Up to $125k yearly Job Summary: The Senior Financial Analyst will play a key role in supporting the Controller by ensuring the accurate and timely reporting of daily, monthly, and annual financial and operational data. This position will provide critical financial analysis and insights to both manufacturing operations and the management team to support strategic decision-making. Designed as a succession role for the Controller, the Sr Financial Analyst will gain broad exposure to financial planning, reporting, and operational support, positioning them for future leadership within the finance department. This position reports directly to the Controller. Required Education/Experience: Minimum of five years' experience in similar roles preferably including experience in a Plant Operation environment. In Depth understanding of standard costing principles and variance analysis Experience and Ability to perform inventory valuation, reconcile inventory accounts, and analyze inventory movements In depth experience with manufacturing KPIs Knowledgeable in ERP systems (Oracle, SAP) In depth knowledge of capital expenditure tracking Deep experience preparing financial reports, cost analysis and performance metrics. In depth understanding of internal controls, compliance standards and support for audit processes. Preferred Skills/Qualifications: Previous manufacturing experience in a fast-paced, manufacturing environment is preferred. Ability to connect data to strategy, interpret trends, identify business risks/opportunities. Communicate and influence stakeholders with data driven storytelling. Act as a self-starter who leads monthly reporting cycles, special projects and process improvements. Demonstrates accountability and execution rigor. Job Responsibilities: Successfully assist in Monthly Closing cycles to properly reflect the financial position of the Plant - Profit & Loss, Capital Base and Cash from Operations. Provide financial analysis support/guidance to all Line Managers and Plant Manager. Assist in the Planning, Forecasting and Budgeting processes of the operation. Monitor the financial policies, practices and procedures of the operation. Assist in ensuring the necessary Internal Controls (and compensating controls) to safeguard the Company's Assets and adhere to Hydro Financial Management Policies. Provide financial and manufacturing analysis of both a recurring and ad-hoc nature to internal Management, as well as assist Controller in preparing similar analysis for external stakeholders. Approve vouchers for payment. Assist payroll with computer reports to ensure that time and dollars are coded to the correct account. Supply financial data needed for capital appropriations. Assists in annual business plan along with various KPI's, including selling and general administration. Conduct monthly closing functions. Analyze actual profits and losses vs. the budget monthly. Prepare reports for various presentations. Assists in physical semi-annual inventories. Analyze actual results vs. the general ledger. Conduct cost studies on various item numbers or customer-profit analysis. Maintain cost information in the SAP computer system. Performs analysis of actual vs standard costs in SAP. Conduct annual fixed asset inventory. Support Controller and Operations with any ad hoc reporting requests. Always exhibit a professional and positive approach. When conditions dictate, extended work time may be required We are an EOE. If interested, please contact Jeena Swope ext. 212 /
Description: The Senior Loan Review Associate resides in the Loan Review team, within Enterprise Risk Management. This position will help conduct loan reviews across the Bank's non-consumer loan portfolios. This role involves analyzing financial information, collateral, and underwriting decisions to ensure compliance with Bank policies and regulatory guidelines. The analyst will evaluate the quality and condition of individual credit and determine appropriateness of risk ratings. The Senior Loan Review Associate consults and timely provides the VP, Loan Review an objective assessment of the credits reviewed. Internal loan review provides management and the board with an objective, independent, and timely assessment of the overall quality of the non-consumer loan portfolios. The Senior Loan Review Associate is expected to validate the loan risk ratings based on the timely identification of problem loans by the business units so that necessary action can be taken to strengthen credit quality and minimize the Bank's credit loss. An effective credit risk review system identifies relevant trends that affect the quality of the loan portfolio and highlights portfolio segments that are potential problem areas. After one year as our Senior Loan Review Associate you should be able to do the following confidently and independently Conduct loan review analysis of non-consumer loans in the Bank's various portfolios. These reviews include: 1- Analyses of financial information, cash flow, collateral, loan documentation and underwriting decisions. 2- Analyzing Debt Service Coverage Ratio and/or covenant trends, and classified asset update/action plans. 3- Ensuring individual loan transactions are adequately underwritten and properly graded, conforming to Policy. Make recommendations for adjustments to the loan risk grade. Collaborate, confer and discuss results and recommendations with the VP, Loan Review and applicable credit personnel. If applicable, participate in targeted reviews as directed by the VP, Loan Review. For example, complete retrospective reviews (postmortem reviews) and lessons learned to identify issues/trends that may need improved in underwriting and/or asset management (control break downs), to prevent similar credit issues from occurring in the future. Identify relevant portfolio trends that may indicate changes in the credit risk. Work to develop and maintain functional partnerships with colleagues in the line of business to ensure effective communication and understanding of credit related processes. Promotes and maintains a positive work atmosphere by behaving and communicating in a positive, professional manner to work effectively with co-workers, management, partners, and vendors. Ensure compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties. Requirements: What we are looking for Bachelor's degree in a business-related or accounting field required with minimum of 5 years' experience as a credit analyst, loan review associate or risk analyst of a steadily growing commercial portfolio. Knowledge in SBA, commercial & industrial, multi-family and healthcare lending and experience in banking or a financial services industry background preferred. Strong analytical and organization skills. Ability to influence at all levels of the organization through strong verbal and written communication skills as well as confidentiality required. Our Benefits: Health, Vision, Dental, 401K, ESOP, 100% Tuition Assistance, 4 weeks paid time off, plus a few more. About Merchants Ranked as a top performing U.S. public bank by S&P Global Market Intelligence, Merchants Bancorp is a diversified bank holding company headquartered in Carmel, Indiana operating multiple segments, including Multi-family Mortgage Banking that offers multi-family housing and healthcare facility financing and servicing; Mortgage Warehousing that offers mortgage warehouse financing; and Banking that offers retail and correspondent residential mortgage banking, agricultural lending, and traditional community banking. Merchants Bancorp, with $18.8 billion in assets and $11.9 billion in deposits as of December 31, 2024, conducts its business primarily through its direct and indirect subsidiaries, Merchants Bank of Indiana, Merchants Capital Corp., Merchants Capital Investments, LLC, Merchants Capital Servicing, LLC, Merchants Asset Management, LLC, and Merchants Mortgage, a division of Merchants Bank of Indiana. Merchants Bank and Merchants Capital have recently been honored with the 2025 USA Today Top Workplaces recognition, ranking 22nd nationally within the 500-999 employee category. This is the second year that Merchants has been recognized with this award. These accolades build on our strong history of workplace recognition, including being named a Best Place to Work in Indiana for seven consecutive years (). For more information read the entire article here . PM20 PI346f6dfa5-
04/17/2026
Full time
Description: The Senior Loan Review Associate resides in the Loan Review team, within Enterprise Risk Management. This position will help conduct loan reviews across the Bank's non-consumer loan portfolios. This role involves analyzing financial information, collateral, and underwriting decisions to ensure compliance with Bank policies and regulatory guidelines. The analyst will evaluate the quality and condition of individual credit and determine appropriateness of risk ratings. The Senior Loan Review Associate consults and timely provides the VP, Loan Review an objective assessment of the credits reviewed. Internal loan review provides management and the board with an objective, independent, and timely assessment of the overall quality of the non-consumer loan portfolios. The Senior Loan Review Associate is expected to validate the loan risk ratings based on the timely identification of problem loans by the business units so that necessary action can be taken to strengthen credit quality and minimize the Bank's credit loss. An effective credit risk review system identifies relevant trends that affect the quality of the loan portfolio and highlights portfolio segments that are potential problem areas. After one year as our Senior Loan Review Associate you should be able to do the following confidently and independently Conduct loan review analysis of non-consumer loans in the Bank's various portfolios. These reviews include: 1- Analyses of financial information, cash flow, collateral, loan documentation and underwriting decisions. 2- Analyzing Debt Service Coverage Ratio and/or covenant trends, and classified asset update/action plans. 3- Ensuring individual loan transactions are adequately underwritten and properly graded, conforming to Policy. Make recommendations for adjustments to the loan risk grade. Collaborate, confer and discuss results and recommendations with the VP, Loan Review and applicable credit personnel. If applicable, participate in targeted reviews as directed by the VP, Loan Review. For example, complete retrospective reviews (postmortem reviews) and lessons learned to identify issues/trends that may need improved in underwriting and/or asset management (control break downs), to prevent similar credit issues from occurring in the future. Identify relevant portfolio trends that may indicate changes in the credit risk. Work to develop and maintain functional partnerships with colleagues in the line of business to ensure effective communication and understanding of credit related processes. Promotes and maintains a positive work atmosphere by behaving and communicating in a positive, professional manner to work effectively with co-workers, management, partners, and vendors. Ensure compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties. Requirements: What we are looking for Bachelor's degree in a business-related or accounting field required with minimum of 5 years' experience as a credit analyst, loan review associate or risk analyst of a steadily growing commercial portfolio. Knowledge in SBA, commercial & industrial, multi-family and healthcare lending and experience in banking or a financial services industry background preferred. Strong analytical and organization skills. Ability to influence at all levels of the organization through strong verbal and written communication skills as well as confidentiality required. Our Benefits: Health, Vision, Dental, 401K, ESOP, 100% Tuition Assistance, 4 weeks paid time off, plus a few more. About Merchants Ranked as a top performing U.S. public bank by S&P Global Market Intelligence, Merchants Bancorp is a diversified bank holding company headquartered in Carmel, Indiana operating multiple segments, including Multi-family Mortgage Banking that offers multi-family housing and healthcare facility financing and servicing; Mortgage Warehousing that offers mortgage warehouse financing; and Banking that offers retail and correspondent residential mortgage banking, agricultural lending, and traditional community banking. Merchants Bancorp, with $18.8 billion in assets and $11.9 billion in deposits as of December 31, 2024, conducts its business primarily through its direct and indirect subsidiaries, Merchants Bank of Indiana, Merchants Capital Corp., Merchants Capital Investments, LLC, Merchants Capital Servicing, LLC, Merchants Asset Management, LLC, and Merchants Mortgage, a division of Merchants Bank of Indiana. Merchants Bank and Merchants Capital have recently been honored with the 2025 USA Today Top Workplaces recognition, ranking 22nd nationally within the 500-999 employee category. This is the second year that Merchants has been recognized with this award. These accolades build on our strong history of workplace recognition, including being named a Best Place to Work in Indiana for seven consecutive years (). For more information read the entire article here . PM20 PI346f6dfa5-
HOT JOB - FP&A Manager + BI needed Growing Aviation Industry Client Heavy AI Experience Preferred This Jobot Job is hosted by: Kyle Beard Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $110,000 - $120,000 per year A bit about us: We are a dynamic, innovative private aviation company, seeking an FP&A Manager with strong analytical and AI experience. Why join us? Competitive Base Salary Company paid health plan for employees Very generous PTO Small team, autonomy Many more great perks! Job Details The Manager, FP&A & Decision Intelligence will be embedded within FP&A while serving as an analytical resource across the organization. This role sits at the intersection of finance, operations, data, and AI - applying modern tools and techniques to improve how plans, prices, and performs. You will build models, deploy AI-powered solutions, and deliver analysis that drives better decisions across the business - from fleet profitability and maintenance planning to pricing strategy and capital allocation. You will work closely with senior leaders in Finance, Operations, Commercial, and Maintenance to translate complex data into actionable insight. The ideal candidate is analytically sharp, AI-fluent, and comfortable working across functions. Whether your background is in FP&A, operations research, data science, or a combination - what matters most is your ability to learn quickly, think critically, and apply modern analytical tools to complex business problems. Essential Functions Financial Planning & Analysis Build and maintain driver-based forecasts connecting flight activity, fleet mix, crew costs, and maintenance inputs to financial performance. Support the annual budgeting process by partnering with department leaders and translating operational plans into aligned financial targets. Develop and update tools to monitor aircraft profitability, utilization, and contribution margins. Support scenario modeling for capacity planning, charter demand shifts, and capital deployment decisions. Partner with Flight Operations, Maintenance, and MRO teams to align operational KPIs (hours flown, AOG rates, fuel burn, on-time RTS) with financial goals. Perform variance analysis to identify drivers of financial performance gaps and communicate findings with actionable recommendations. Cross-Functional Analytics & Decision Support Provide analytical support to senior leaders across Finance, Operations, Commercial, and Maintenance on key initiatives. Quantify trade-offs between revenue optimization, reliability, and cost - for example, evaluating crew ratios, positioning efficiency, or MSU coverage strategies. Partner with Commercial, Pricing, and other teams to support data-driven strategies across revenue, cost, and operational performance. Build business cases and ROI models for new ventures, partnerships, and aircraft programs. AI & Analytics Implementation Serve as an AI-first analyst - leveraging generative AI, agentic workflows, and automation tools as core components of day-to-day work. Build predictive and prescriptive models to improve aircraft availability forecasting, maintenance planning, and demand prediction. Implement AI solutions to automate reporting, narrative commentary, and "what-if" simulation. Stay current on emerging data science, AI, and analytics trends, tools, and techniques - and proactively identify opportunities to apply them. Contribute to the evolution of the company's AI and analytics roadmap. Executive Communication & Process Improvement Author memos, dashboards, and presentations that distill complex analysis into clear, actionable insights for the CEO, CFO, COO, and other senior leaders. Present findings and recommendations directly to executive leadership, translating analytical work into business narratives that drive decisions. Support cross-functional projects that improve transparency, accountability, and performance management. Build repeatable frameworks that enhance analytical rigor, reduce manual effort, and accelerate decision cycles. Serve as a resource and thought partner to colleagues on data interpretation, automation tools, and financial storytelling. Required education and experience: 3-6 years of experience in FP&A, operations research, data science, consulting, or analytics - experience in aviation, logistics, or other asset-intensive industries is a plus. Background in one or more of the following: financial modeling and driver-based planning, statistical analysis and predictive modeling, or operations research and optimization. Willingness to develop skills across all three. Proficiency in SQL and BI tools (Tableau, Power BI, or similar); Python or R experience preferred. Demonstrated fluency with AI tools - including generative AI, LLM-based workflows, and automation platforms - as part of daily analytical work. Experience with or strong interest in deploying AI/ML models for forecasting, optimization, or automation. Familiarity with aviation systems (Avianis, Corridor, CAMP, Airtable, or equivalent) is a plus. Comfort with applied statistics, experimentation, and working with large datasets. Exceptional communication and executive presentation skills. Entrepreneurial, curious, and adaptable - thrives in a fast-paced, rapidly evolving environment. Must be authorized to work lawfully in the United States; must provide two forms of Federal Identification. Candidates must successfully complete a comprehensive background check prior to employment. This includes verification of previous employment, education, criminal history, and any other relevant information necessary to determine suitability for the position. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
04/15/2026
Full time
HOT JOB - FP&A Manager + BI needed Growing Aviation Industry Client Heavy AI Experience Preferred This Jobot Job is hosted by: Kyle Beard Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $110,000 - $120,000 per year A bit about us: We are a dynamic, innovative private aviation company, seeking an FP&A Manager with strong analytical and AI experience. Why join us? Competitive Base Salary Company paid health plan for employees Very generous PTO Small team, autonomy Many more great perks! Job Details The Manager, FP&A & Decision Intelligence will be embedded within FP&A while serving as an analytical resource across the organization. This role sits at the intersection of finance, operations, data, and AI - applying modern tools and techniques to improve how plans, prices, and performs. You will build models, deploy AI-powered solutions, and deliver analysis that drives better decisions across the business - from fleet profitability and maintenance planning to pricing strategy and capital allocation. You will work closely with senior leaders in Finance, Operations, Commercial, and Maintenance to translate complex data into actionable insight. The ideal candidate is analytically sharp, AI-fluent, and comfortable working across functions. Whether your background is in FP&A, operations research, data science, or a combination - what matters most is your ability to learn quickly, think critically, and apply modern analytical tools to complex business problems. Essential Functions Financial Planning & Analysis Build and maintain driver-based forecasts connecting flight activity, fleet mix, crew costs, and maintenance inputs to financial performance. Support the annual budgeting process by partnering with department leaders and translating operational plans into aligned financial targets. Develop and update tools to monitor aircraft profitability, utilization, and contribution margins. Support scenario modeling for capacity planning, charter demand shifts, and capital deployment decisions. Partner with Flight Operations, Maintenance, and MRO teams to align operational KPIs (hours flown, AOG rates, fuel burn, on-time RTS) with financial goals. Perform variance analysis to identify drivers of financial performance gaps and communicate findings with actionable recommendations. Cross-Functional Analytics & Decision Support Provide analytical support to senior leaders across Finance, Operations, Commercial, and Maintenance on key initiatives. Quantify trade-offs between revenue optimization, reliability, and cost - for example, evaluating crew ratios, positioning efficiency, or MSU coverage strategies. Partner with Commercial, Pricing, and other teams to support data-driven strategies across revenue, cost, and operational performance. Build business cases and ROI models for new ventures, partnerships, and aircraft programs. AI & Analytics Implementation Serve as an AI-first analyst - leveraging generative AI, agentic workflows, and automation tools as core components of day-to-day work. Build predictive and prescriptive models to improve aircraft availability forecasting, maintenance planning, and demand prediction. Implement AI solutions to automate reporting, narrative commentary, and "what-if" simulation. Stay current on emerging data science, AI, and analytics trends, tools, and techniques - and proactively identify opportunities to apply them. Contribute to the evolution of the company's AI and analytics roadmap. Executive Communication & Process Improvement Author memos, dashboards, and presentations that distill complex analysis into clear, actionable insights for the CEO, CFO, COO, and other senior leaders. Present findings and recommendations directly to executive leadership, translating analytical work into business narratives that drive decisions. Support cross-functional projects that improve transparency, accountability, and performance management. Build repeatable frameworks that enhance analytical rigor, reduce manual effort, and accelerate decision cycles. Serve as a resource and thought partner to colleagues on data interpretation, automation tools, and financial storytelling. Required education and experience: 3-6 years of experience in FP&A, operations research, data science, consulting, or analytics - experience in aviation, logistics, or other asset-intensive industries is a plus. Background in one or more of the following: financial modeling and driver-based planning, statistical analysis and predictive modeling, or operations research and optimization. Willingness to develop skills across all three. Proficiency in SQL and BI tools (Tableau, Power BI, or similar); Python or R experience preferred. Demonstrated fluency with AI tools - including generative AI, LLM-based workflows, and automation platforms - as part of daily analytical work. Experience with or strong interest in deploying AI/ML models for forecasting, optimization, or automation. Familiarity with aviation systems (Avianis, Corridor, CAMP, Airtable, or equivalent) is a plus. Comfort with applied statistics, experimentation, and working with large datasets. Exceptional communication and executive presentation skills. Entrepreneurial, curious, and adaptable - thrives in a fast-paced, rapidly evolving environment. Must be authorized to work lawfully in the United States; must provide two forms of Federal Identification. Candidates must successfully complete a comprehensive background check prior to employment. This includes verification of previous employment, education, criminal history, and any other relevant information necessary to determine suitability for the position. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
BUSINESS ANALYST One of our NYC-based client companies is seeking a Business Analyst. This position will also use Business Analysis and Quality Assurance methodologies to define business requirements for some complex PMO projects. This Level 1 role requires basic to moderate IT experience, as well as experience managing cross-functional projects and business analysis/quality assurance. This role works closely with other PMs and the BA within the PMO on creative problem-solving around dependencies and conflicting priorities in the current project portfolio. An excellent working knowledge of IT systems and the ability to navigate them at a technical level are required. You must live in the NYC area and are required to work in the office 5 days per week. RESPONSIBILITIES: Manage small to medium-sized IT projects with growing independence, seeking guidance (when necessary) to continually enhance and refine formal project management skills: Utilize the Project Management Book of Knowledge (PMBOK) professional standards to develop project charters and plans, as well as manage the execution, monitoring, control, and closing of IT projects. Create and manage communications plans. Develop risk register, issue log, and manage risk/issue analysis, prioritization, and mitigation. Create and monitor project plans/project schedules and collaborate with project teams to ensure the timely completion of projects and initiatives. Create and distribute clear project meeting notes. Transition projects from PMO management to operational status through transparent processes, including capturing lessons learned results for effective future project management maturation. Collaborate with administration, functional managers, and Subject Matter Experts to gather business and technical requirements to continue to move projects forward. Utilize Project and Portfolio Management (PPM) software for plans and project asset management, including charters, RACIs, diagrams, surveys, change requests, and provide formal and ad-hoc reports of project status as needed to the administration as well as project teams. Appropriately escalate all issues of concern by communicating with the project sponsor and the Director of the PMO for Technology. Work towards a formal PMI-recognized certification, such as the CAPM (Certified Associate in Project Management), to improve the skills necessary to better manage IT projects. Use Business Analysis (BA) methodology to define business requirements for complex PMO projects, including: Manage the coordination and communication between business units and the PMO from initial requirements gathering to the final sign-off of the requirements Complete assigned Business Analyst activities on schedule, ensuring alignment with cost, benefit, and quality objectives Provide guidance to functional subject matter experts and project managers regarding business analysis and quality assurance Provide Quality Assurance (QA) and testing strategies for IT projects: Work with project teams and project managers to develop comprehensive UAT plans based on project requirements for both enhancements and upgrades Define project UAT scripts and processes, levels of testing, roles and responsibilities for testing, and metrics for acceptance of test results Execute test plans and generate result reports, utilizing automated testing tools as needed. Track bugs and defects, and maintain comprehensive tracking reports Record and report on quality problems and concerns SEND YOUR RESUME TO MENTION JOB 1134 IN THE SUBJECT BOX
04/13/2026
Full time
BUSINESS ANALYST One of our NYC-based client companies is seeking a Business Analyst. This position will also use Business Analysis and Quality Assurance methodologies to define business requirements for some complex PMO projects. This Level 1 role requires basic to moderate IT experience, as well as experience managing cross-functional projects and business analysis/quality assurance. This role works closely with other PMs and the BA within the PMO on creative problem-solving around dependencies and conflicting priorities in the current project portfolio. An excellent working knowledge of IT systems and the ability to navigate them at a technical level are required. You must live in the NYC area and are required to work in the office 5 days per week. RESPONSIBILITIES: Manage small to medium-sized IT projects with growing independence, seeking guidance (when necessary) to continually enhance and refine formal project management skills: Utilize the Project Management Book of Knowledge (PMBOK) professional standards to develop project charters and plans, as well as manage the execution, monitoring, control, and closing of IT projects. Create and manage communications plans. Develop risk register, issue log, and manage risk/issue analysis, prioritization, and mitigation. Create and monitor project plans/project schedules and collaborate with project teams to ensure the timely completion of projects and initiatives. Create and distribute clear project meeting notes. Transition projects from PMO management to operational status through transparent processes, including capturing lessons learned results for effective future project management maturation. Collaborate with administration, functional managers, and Subject Matter Experts to gather business and technical requirements to continue to move projects forward. Utilize Project and Portfolio Management (PPM) software for plans and project asset management, including charters, RACIs, diagrams, surveys, change requests, and provide formal and ad-hoc reports of project status as needed to the administration as well as project teams. Appropriately escalate all issues of concern by communicating with the project sponsor and the Director of the PMO for Technology. Work towards a formal PMI-recognized certification, such as the CAPM (Certified Associate in Project Management), to improve the skills necessary to better manage IT projects. Use Business Analysis (BA) methodology to define business requirements for complex PMO projects, including: Manage the coordination and communication between business units and the PMO from initial requirements gathering to the final sign-off of the requirements Complete assigned Business Analyst activities on schedule, ensuring alignment with cost, benefit, and quality objectives Provide guidance to functional subject matter experts and project managers regarding business analysis and quality assurance Provide Quality Assurance (QA) and testing strategies for IT projects: Work with project teams and project managers to develop comprehensive UAT plans based on project requirements for both enhancements and upgrades Define project UAT scripts and processes, levels of testing, roles and responsibilities for testing, and metrics for acceptance of test results Execute test plans and generate result reports, utilizing automated testing tools as needed. Track bugs and defects, and maintain comprehensive tracking reports Record and report on quality problems and concerns SEND YOUR RESUME TO MENTION JOB 1134 IN THE SUBJECT BOX
Working at the Naval Nuclear Laboratory we foster pride in belonging to an organization whose culture is made up of these core values: Trust, Empowerment, and Collaboration. Our company promotes a positive culture while ensuring the safety and reliability of our nation's naval nuclear reactors, and training the Sailors who operate those reactors in the U.S. Navy's submarines and aircraft carrier Fleets. Looking for a lifetime career? Apply today! Job Description We are looking for a Senior Project Analyst to join our team in the Facility Planning & Controls Unit assisting in the project management of the SFHP major construction project at NRF. As part of a cross-site team, the successful candidate will administer and maintain the existing SFHP project management processes, tools and systems to include the Integrated Master Schedule, Open Items, Earned Value Management Software, Risk & Opportunity Management, Management Reserve and other performance measurement tools. Responsibilities and duties include, but are not limited to, the following: generate reports and analyze data, assess project or program performance, coordinate, support and facilitate project / process meetings, support the preparation & presentation of periodic reviews with management and stakeholders, recommend resources or skills needed to supplement project core team, provide support to new and existing contracts, projects and programs, coordinate, and mentor / train project team members, stakeholders & jr. project support personnel. Required Combination of Knowledge and Skill Bachelor's degree from an accredited college or university and a minimum of 6 years of relevant experience; orMaster's degree from an accredited college or university in a related field and a minimum of 4 years of relevant experience. Preferred Skills Proficient in Primavera (P6), Project Management Certification (NNL PMCP, PMI or IBM), Experienced in Microsoft Excel, Word, Share Point, Teams and Power BI software Experience with construction projects and / or production support operations Compensation and Benefits Health, Dental, Vision & Voluntary Benefits Disability, Life & Accident Insurance 401(k) Savings program & Capital Accumulation Plan Personal & Medical Time Off Paid Parental Leave Flexible Work Schedules Tuition Assistance for Eligible Employees Student Debt Benefit Personal Time Off Sell Program Employee Assistance Program (EAP) Wellness Program Visit us online to view all NNL benefits! Pay Range $78,700.00 - $120,500.00 annually Salary information provided is a general guideline only. Annual salary is based upon candidate experience and qualifications, as well as market and business considerations. The Naval Nuclear Laboratory is operated for the U.S. Department of Energy (DOE) by Fluor Marine Propulsion, LLC (FMP), a wholly owned subsidiary of Fluor Corporation. Naval Nuclear Laboratory personnel are FMP employees who work at four DOE facilities: Bettis Atomic Power Laboratory, Knolls Atomic Power Laboratory, Kenneth A. Kesselring Site, and Naval Reactors Facility, and at the U.S. Department of Defense-owned Nuclear Power Training Unit-Charleston. FMP employees also have an established presence at numerous shipyards and vendor locations. For nearly 70 years, the Naval Nuclear Laboratory has developed advanced nuclear propulsion technology, provided technical support, and trained world-class nuclear operators to ensure the safe and reliable operation of our nation's submarine and aircraft carrier Fleets. The Naval Nuclear Laboratory is a national asset solely dedicated to the Naval Nuclear Propulsion Program. We rely on the dedication and innovation of our nearly 8000 engineers, scientists, technicians, and support personnel. All candidates must be U.S. citizens. Applicants selected will be subject to a Federal background investigation and must meet eligibility requirements for access to classified matter. FMP is a government contractor and maintains a drug free workplace and workforce. All candidates must be able to pass a drug test in compliance with FMP company policy and 10 CFR 707. Marijuana is a Federal Schedule I controlled substance and illegal under Federal Law. Therefore, FMP is required to test for marijuana. Fluor Marine Propulsion, LLC is an Equal Opportunity Employer, including disability/vets. All qualified applicants will receive consideration for employment without regard to race, color, age, sex, religion, national origin, disability, veteran status, genetic information, or any other criteria protected by federal, state, or local law.
04/10/2026
Full time
Working at the Naval Nuclear Laboratory we foster pride in belonging to an organization whose culture is made up of these core values: Trust, Empowerment, and Collaboration. Our company promotes a positive culture while ensuring the safety and reliability of our nation's naval nuclear reactors, and training the Sailors who operate those reactors in the U.S. Navy's submarines and aircraft carrier Fleets. Looking for a lifetime career? Apply today! Job Description We are looking for a Senior Project Analyst to join our team in the Facility Planning & Controls Unit assisting in the project management of the SFHP major construction project at NRF. As part of a cross-site team, the successful candidate will administer and maintain the existing SFHP project management processes, tools and systems to include the Integrated Master Schedule, Open Items, Earned Value Management Software, Risk & Opportunity Management, Management Reserve and other performance measurement tools. Responsibilities and duties include, but are not limited to, the following: generate reports and analyze data, assess project or program performance, coordinate, support and facilitate project / process meetings, support the preparation & presentation of periodic reviews with management and stakeholders, recommend resources or skills needed to supplement project core team, provide support to new and existing contracts, projects and programs, coordinate, and mentor / train project team members, stakeholders & jr. project support personnel. Required Combination of Knowledge and Skill Bachelor's degree from an accredited college or university and a minimum of 6 years of relevant experience; orMaster's degree from an accredited college or university in a related field and a minimum of 4 years of relevant experience. Preferred Skills Proficient in Primavera (P6), Project Management Certification (NNL PMCP, PMI or IBM), Experienced in Microsoft Excel, Word, Share Point, Teams and Power BI software Experience with construction projects and / or production support operations Compensation and Benefits Health, Dental, Vision & Voluntary Benefits Disability, Life & Accident Insurance 401(k) Savings program & Capital Accumulation Plan Personal & Medical Time Off Paid Parental Leave Flexible Work Schedules Tuition Assistance for Eligible Employees Student Debt Benefit Personal Time Off Sell Program Employee Assistance Program (EAP) Wellness Program Visit us online to view all NNL benefits! Pay Range $78,700.00 - $120,500.00 annually Salary information provided is a general guideline only. Annual salary is based upon candidate experience and qualifications, as well as market and business considerations. The Naval Nuclear Laboratory is operated for the U.S. Department of Energy (DOE) by Fluor Marine Propulsion, LLC (FMP), a wholly owned subsidiary of Fluor Corporation. Naval Nuclear Laboratory personnel are FMP employees who work at four DOE facilities: Bettis Atomic Power Laboratory, Knolls Atomic Power Laboratory, Kenneth A. Kesselring Site, and Naval Reactors Facility, and at the U.S. Department of Defense-owned Nuclear Power Training Unit-Charleston. FMP employees also have an established presence at numerous shipyards and vendor locations. For nearly 70 years, the Naval Nuclear Laboratory has developed advanced nuclear propulsion technology, provided technical support, and trained world-class nuclear operators to ensure the safe and reliable operation of our nation's submarine and aircraft carrier Fleets. The Naval Nuclear Laboratory is a national asset solely dedicated to the Naval Nuclear Propulsion Program. We rely on the dedication and innovation of our nearly 8000 engineers, scientists, technicians, and support personnel. All candidates must be U.S. citizens. Applicants selected will be subject to a Federal background investigation and must meet eligibility requirements for access to classified matter. FMP is a government contractor and maintains a drug free workplace and workforce. All candidates must be able to pass a drug test in compliance with FMP company policy and 10 CFR 707. Marijuana is a Federal Schedule I controlled substance and illegal under Federal Law. Therefore, FMP is required to test for marijuana. Fluor Marine Propulsion, LLC is an Equal Opportunity Employer, including disability/vets. All qualified applicants will receive consideration for employment without regard to race, color, age, sex, religion, national origin, disability, veteran status, genetic information, or any other criteria protected by federal, state, or local law.
Vice President, Senior Investment Officer GENERAL PURPOSE The Senior Investment Officer serves as a key driver of business growth and client excellence, responsible for actively expanding the firm's client base through strategic prospecting, referral cultivation, and cross-selling of investment services across AWTM and QRP channels. This role combines the disciplined management of existing client portfolios with a proactive business development mandate-identifying new opportunities, deepening relationships with current clients, and converting prospects into long-term partners. In addition to client-facing responsibilities, the Senior Investment Officer provides critical investment oversight and operational leadership, including compliance reporting, committee participation, trade execution, and mentorship of junior investment staff, ensuring the firm's assets under management grow while maintaining the highest standards of fiduciary responsibility. This role requires the candidate to be CFA - Chartered Financial Analyst ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Manage existing client assets. Meet with clients no less than annually to confirm investment objectives. Achieve consistent performance to satisfy clients' needs. Grow current assets under management. Retain current client base Prepare and deliver presentations to both AWTM & QRP clients and prospects. This may include speaking at group presentations with either AWTM or QRP personnel to cross sell investment services and as business development. 2. Source and develop new clients Bring in new clients Build team as business grows to accommodate. Identify and pursue prospective clients through networking, referrals, industry events, and targeted outreach. Develop and maintain a pipeline of qualified prospects, tracking progress and follow-up activities consistently. Conduct introductory meetings and discovery sessions with prospects to understand their investment needs and present tailored solutions. Collaborate with AWTM and QRP teams to cross-sell services and convert prospects into long-term clients. Assess business growth regularly and recommend team expansion when client volume and AUM levels warrant additional staffing. 3. Compliance reporting. Complete or review all investment reviews for assigned accounts accurately and in a timely manner. Complete filing 13-F report quarterly and NPX annual filing. Complete Investment Policy Statements for all managed accounts and updates as necessary. Compile internal trade restriction list and route to employees quarterly. Prepare or review Public ESOP Company Review weekly and distribute to group internally. 4. Chair of the Investment Committee. Participate in various other Company committees as requested/needed. Offer insight on market performance based on research and experience. 5. Execute trades with brokers and dealers. Perform trades accurately and timely, resulting in zero dollars lost due to trading errors. 6. Manage/mentor Portfolio Manager EDUCATION/EXPERIENCE Bachelor's degree in finance or related field. 10+ years' experience in portfolio management. CFA - Chartered Financial Analyst SKILLS/ ABILITIES Superior knowledge of job required systems and programs. Able to multi-task. Able to communicate clearly and consistently, both verbal and written. Able to effectively and quickly teach tasks to others. Familiar with trust accounting systems (Fitek Global Wealth), and Bloomberg as well as Microsoft Office/Outlook BENEFITS 401(k) matching Dental insurance Flexible spending account Health insurance Health savings account Life insurance Paid time off Referral program Retirement plan Vision insurance Employee Stock Ownership Plan PI4bc0c883657a-1168
04/04/2026
Full time
Vice President, Senior Investment Officer GENERAL PURPOSE The Senior Investment Officer serves as a key driver of business growth and client excellence, responsible for actively expanding the firm's client base through strategic prospecting, referral cultivation, and cross-selling of investment services across AWTM and QRP channels. This role combines the disciplined management of existing client portfolios with a proactive business development mandate-identifying new opportunities, deepening relationships with current clients, and converting prospects into long-term partners. In addition to client-facing responsibilities, the Senior Investment Officer provides critical investment oversight and operational leadership, including compliance reporting, committee participation, trade execution, and mentorship of junior investment staff, ensuring the firm's assets under management grow while maintaining the highest standards of fiduciary responsibility. This role requires the candidate to be CFA - Chartered Financial Analyst ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Manage existing client assets. Meet with clients no less than annually to confirm investment objectives. Achieve consistent performance to satisfy clients' needs. Grow current assets under management. Retain current client base Prepare and deliver presentations to both AWTM & QRP clients and prospects. This may include speaking at group presentations with either AWTM or QRP personnel to cross sell investment services and as business development. 2. Source and develop new clients Bring in new clients Build team as business grows to accommodate. Identify and pursue prospective clients through networking, referrals, industry events, and targeted outreach. Develop and maintain a pipeline of qualified prospects, tracking progress and follow-up activities consistently. Conduct introductory meetings and discovery sessions with prospects to understand their investment needs and present tailored solutions. Collaborate with AWTM and QRP teams to cross-sell services and convert prospects into long-term clients. Assess business growth regularly and recommend team expansion when client volume and AUM levels warrant additional staffing. 3. Compliance reporting. Complete or review all investment reviews for assigned accounts accurately and in a timely manner. Complete filing 13-F report quarterly and NPX annual filing. Complete Investment Policy Statements for all managed accounts and updates as necessary. Compile internal trade restriction list and route to employees quarterly. Prepare or review Public ESOP Company Review weekly and distribute to group internally. 4. Chair of the Investment Committee. Participate in various other Company committees as requested/needed. Offer insight on market performance based on research and experience. 5. Execute trades with brokers and dealers. Perform trades accurately and timely, resulting in zero dollars lost due to trading errors. 6. Manage/mentor Portfolio Manager EDUCATION/EXPERIENCE Bachelor's degree in finance or related field. 10+ years' experience in portfolio management. CFA - Chartered Financial Analyst SKILLS/ ABILITIES Superior knowledge of job required systems and programs. Able to multi-task. Able to communicate clearly and consistently, both verbal and written. Able to effectively and quickly teach tasks to others. Familiar with trust accounting systems (Fitek Global Wealth), and Bloomberg as well as Microsoft Office/Outlook BENEFITS 401(k) matching Dental insurance Flexible spending account Health insurance Health savings account Life insurance Paid time off Referral program Retirement plan Vision insurance Employee Stock Ownership Plan PI4bc0c883657a-1168
Berkeley Research Group, LLC
Boston, Massachusetts
BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Position Title: Senior Financial Analyst Location: Boston, MA Position Type: Full time Requisition ID: JR100086 Description: We do Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition. Comprised of experienced, hands-on professionals that are results-oriented and data-driven, the market leading BRG Corporate Finance practice collaborates as partners with management teams and sponsors to focus on strategic options that maximize value for stakeholders. Furthermore, the practice has deep operational experience to deliver interim management to companies in need of C-Suite level experience and targeted surge resources to ease the pressure on management teams. The BRG Corporate Finance practice has in-depth experience across a wide range of industries and markets, including but not limited to retail, consumer products, financial services, healthcare, energy and technology. Across sectors, BRG has experienced professionals who understand the challenges clients face - making it well-equipped to help solve clients' issues. Our five core service offerings include: Turnaround & Restructuring (T&R) Transaction Advisory (TA) Finance Excellence (FE) Private Equity PortCo Services (PEPS) Transaction & Valuation Opinions (VAL) The BRG Turnaround & Restructuring practice is seeking to add professionals due to client demand and market opportunities. The ideal candidate should be prepared to work in a team-oriented environment on a diverse range of turnaround advisory assignments. Articulating findings and recommendations around the key financial, business issues, and value drivers are critical components for this position. The ideal candidate will have skills in the following areas: Three-statement financial modeling, including scenario planning Financial planning & analysis 13-week cash flow modeling Chapter 11 process Transactions, including sale of assets or businesses This position offers advancement opportunities within a rapidly growing, dynamic and fast-paced consulting firm in an entrepreneurial environment. Responsibilities Support the day-to-day activities of BRG Corporate Finance - Turnaround & Restructuring client service teams on engagements Execute multiple tasks across a consulting engagement including modeling and client presentations Utilize business, finance, accounting, and analytical skills to perform tasks including: 13-week cash flow models, 3-statement models, and pro-forma scenario models Demonstrate the ability to work in a team environment; collaborate with T&R and BRG experts, professionals from other firms, and client contacts to achieve engagement objectives Assist in preparation of reports, written analyses, presentations, and other client deliverables Participate in the development of a fast-growing, entrepreneurial consulting practice including assisting in marketing, client pitches, and product and practice development Demonstrate the highest degree of professionalism, ethics, quality, and integrity Qualifications Bachelors degree or degree equivalent in Business, Accounting/Finance, Management, Engineering, Economics, Mathematics, or related field 3+ years of work experience, ideally in a consulting or professional services environment Experience in financial modeling and analysis (particularly in Excel), including constructing and understanding 3-statement financial models, cash flows, and scenario analyses Ability to manage and analyze large volumes of financial and operational data Ability to interpret the results of qualitative and quantitative analysis and develop insights and recommendations Excellent written and oral communication skills and a demonstrated ability to interact with junior and senior team members, senior management, and other stakeholders or professionals Mature presence, empathy, intellectual curiosity, and ability to learn quickly Strong problem solving and project management skills Ability to work well independently or in a team dynamic Ability to manage multiple tasks, prioritize changing work demands and learn quickly CFA, CPA (or equivalent), or technical/GAAP accounting expertise is a plus Advanced in Microsoft Excel, PowerPoint, Word Familiarity with financial research tools (e.g., Capital IQ, Bloomberg, etc.) Willingness to travel as needed. PM22 Salary Range: $80,000 to $135,000 per year. About BRG BRG combines world-leading academic credentials with world-tested business expertise purpose-built for agility and connectivity, which sets us apart-and gets you ahead. At BRG, our top-tier professionals include specialist consultants, industry experts, renowned academics, and leading-edge data scientists. Together, they bring a diversity of proven real-world experience to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges for organizations across the globe. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking from diverse perspectives that, when paired with our global reach and resources, make us uniquely capable to address our clients' challenges. We get results because we know how to apply our thinking to your world. At BRG, we don't just show you what's possible. We're built to help you make it happen. BRG is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Compensation details: 00 Yearly Salary PI366c1139ad5c-9052
04/03/2026
Full time
BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Position Title: Senior Financial Analyst Location: Boston, MA Position Type: Full time Requisition ID: JR100086 Description: We do Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition. Comprised of experienced, hands-on professionals that are results-oriented and data-driven, the market leading BRG Corporate Finance practice collaborates as partners with management teams and sponsors to focus on strategic options that maximize value for stakeholders. Furthermore, the practice has deep operational experience to deliver interim management to companies in need of C-Suite level experience and targeted surge resources to ease the pressure on management teams. The BRG Corporate Finance practice has in-depth experience across a wide range of industries and markets, including but not limited to retail, consumer products, financial services, healthcare, energy and technology. Across sectors, BRG has experienced professionals who understand the challenges clients face - making it well-equipped to help solve clients' issues. Our five core service offerings include: Turnaround & Restructuring (T&R) Transaction Advisory (TA) Finance Excellence (FE) Private Equity PortCo Services (PEPS) Transaction & Valuation Opinions (VAL) The BRG Turnaround & Restructuring practice is seeking to add professionals due to client demand and market opportunities. The ideal candidate should be prepared to work in a team-oriented environment on a diverse range of turnaround advisory assignments. Articulating findings and recommendations around the key financial, business issues, and value drivers are critical components for this position. The ideal candidate will have skills in the following areas: Three-statement financial modeling, including scenario planning Financial planning & analysis 13-week cash flow modeling Chapter 11 process Transactions, including sale of assets or businesses This position offers advancement opportunities within a rapidly growing, dynamic and fast-paced consulting firm in an entrepreneurial environment. Responsibilities Support the day-to-day activities of BRG Corporate Finance - Turnaround & Restructuring client service teams on engagements Execute multiple tasks across a consulting engagement including modeling and client presentations Utilize business, finance, accounting, and analytical skills to perform tasks including: 13-week cash flow models, 3-statement models, and pro-forma scenario models Demonstrate the ability to work in a team environment; collaborate with T&R and BRG experts, professionals from other firms, and client contacts to achieve engagement objectives Assist in preparation of reports, written analyses, presentations, and other client deliverables Participate in the development of a fast-growing, entrepreneurial consulting practice including assisting in marketing, client pitches, and product and practice development Demonstrate the highest degree of professionalism, ethics, quality, and integrity Qualifications Bachelors degree or degree equivalent in Business, Accounting/Finance, Management, Engineering, Economics, Mathematics, or related field 3+ years of work experience, ideally in a consulting or professional services environment Experience in financial modeling and analysis (particularly in Excel), including constructing and understanding 3-statement financial models, cash flows, and scenario analyses Ability to manage and analyze large volumes of financial and operational data Ability to interpret the results of qualitative and quantitative analysis and develop insights and recommendations Excellent written and oral communication skills and a demonstrated ability to interact with junior and senior team members, senior management, and other stakeholders or professionals Mature presence, empathy, intellectual curiosity, and ability to learn quickly Strong problem solving and project management skills Ability to work well independently or in a team dynamic Ability to manage multiple tasks, prioritize changing work demands and learn quickly CFA, CPA (or equivalent), or technical/GAAP accounting expertise is a plus Advanced in Microsoft Excel, PowerPoint, Word Familiarity with financial research tools (e.g., Capital IQ, Bloomberg, etc.) Willingness to travel as needed. PM22 Salary Range: $80,000 to $135,000 per year. About BRG BRG combines world-leading academic credentials with world-tested business expertise purpose-built for agility and connectivity, which sets us apart-and gets you ahead. At BRG, our top-tier professionals include specialist consultants, industry experts, renowned academics, and leading-edge data scientists. Together, they bring a diversity of proven real-world experience to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges for organizations across the globe. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking from diverse perspectives that, when paired with our global reach and resources, make us uniquely capable to address our clients' challenges. We get results because we know how to apply our thinking to your world. At BRG, we don't just show you what's possible. We're built to help you make it happen. BRG is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Compensation details: 00 Yearly Salary PI366c1139ad5c-9052
Wintrust Asset Finance is an equipment-focused financing group that offers sophisticated loan and lease products to commercial companies throughout the country in a wide range of industries, including transportation, construction, manufacturing, energy services, aviation, and turn-key property, plant, and equipment, among others. Wintrust Asset Finance is an affiliate of Wintrust, a financial services company with more than $66 billion in assets. Wintrust Equipment Finance, a division of Wintrust Asset Finance Inc. (WAF), an affiliate of Wintrust Financial Corporation, is looking for a candidate for Documentation Operations Analyst specializing in direct and indirect originations primarily via equipment lease/loan financing and lease debt discounting transactions. This position will have active involvement in the growth of equipment leasing and loan arm of the bank, for both direct and indirect originations. WAF provides sophisticated finance and lease products (including equipment leases and equipment loans) to commercial enterprises throughout the United States in a wide range of industries. Wintrust Financial Corporation is a financial services holding company based in Rosemont, Illinois, with assets above $50 billion and provides community-oriented, personal and commercial banking services to customers located in the greater Chicago, Illinois and southern Wisconsin metropolitan areas through its 16 wholly owned banking subsidiaries. Wintrust Equipment Finance direct originations provides equipment financing solutions for companies in Illinois, Indiana, and Wisconsin with typical transaction sizes of $500,000 to $10 million, while the indirect originations targets upper middle market through investment grade companies ranging from $150,000 to $10 million on a per schedule basis, done either one off or under guidance lines. Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 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 Family-friendly work hours With 200+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture Why join this team? We have a culture that encourages an entrepreneurial spirit We offer multiple opportunities for development and upward mobility What You'll Do Responsible for the review and understanding of lease and loan documentation as well as document packet preparation and to assist with negotiation and redlining of documents as needed Assist with the day to day activities of the Operations Department including funding, preparation of booking packets for accurate booking into portfolio systems (FIS and InfoLease), lien perfection and servicing of equipment loans and leases for our direct and indirect originations portfolio. Assist with customer invoicing, posting of customer payments, including ACH processing and delinquency monitoring. Assist with processing modification requests and/or contract changes as well as review of such changes in our system of record (currently Infolease and FIS) Responsible for ordering Uniform Commercial Code "UCC" searches, preparing UCC filings, and completing motor vehicle title paperwork as needed to ensure perfection of security interests on portfolio. Assist with maintaining insurance coverage for portfolio and tracking renewals. Assist with maintenance of loan and lease documentation and scanning of documents into records management systems. Assist in distribution of data and reports provided to internal management as well as required data for internal and external auditors. Ensure compliance with departmental policies and procedures. Qualifications: 5+ years knowledge and experience of loan and lease documentation and perfection, with respect to direct and indirect originations (5+ years) Processing loan or leasing documentation experience required. Prior bank, finance or leasing company experience in documentation, operations or credit administration preferred Excellent customer service skills and the ability to interact with customers, lessor's, vendors, and all levels of management Ability to handle multiple tasks and accept change willingly Attention to detail with a strong work ethic and willing to take initiative. Effective written and verbal communication and interpersonal skills needed to work with all levels of management and customers Proficient with MS Excel as well as experience with other MS Office products. Bachelor's degree or some college preferred Experience with Salesforce and loan/lease origination platforms a plus Knowledge of portfolio accounting systems such as InfoLease, FIS or ACBS a plus Knowledge of loan and lease pricing software such as TValue and SuperTrump a plus 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 Compensation: The estimated salary range for this role is $50,000 - $65,000 along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience 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 build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
04/02/2026
Full time
Wintrust Asset Finance is an equipment-focused financing group that offers sophisticated loan and lease products to commercial companies throughout the country in a wide range of industries, including transportation, construction, manufacturing, energy services, aviation, and turn-key property, plant, and equipment, among others. Wintrust Asset Finance is an affiliate of Wintrust, a financial services company with more than $66 billion in assets. Wintrust Equipment Finance, a division of Wintrust Asset Finance Inc. (WAF), an affiliate of Wintrust Financial Corporation, is looking for a candidate for Documentation Operations Analyst specializing in direct and indirect originations primarily via equipment lease/loan financing and lease debt discounting transactions. This position will have active involvement in the growth of equipment leasing and loan arm of the bank, for both direct and indirect originations. WAF provides sophisticated finance and lease products (including equipment leases and equipment loans) to commercial enterprises throughout the United States in a wide range of industries. Wintrust Financial Corporation is a financial services holding company based in Rosemont, Illinois, with assets above $50 billion and provides community-oriented, personal and commercial banking services to customers located in the greater Chicago, Illinois and southern Wisconsin metropolitan areas through its 16 wholly owned banking subsidiaries. Wintrust Equipment Finance direct originations provides equipment financing solutions for companies in Illinois, Indiana, and Wisconsin with typical transaction sizes of $500,000 to $10 million, while the indirect originations targets upper middle market through investment grade companies ranging from $150,000 to $10 million on a per schedule basis, done either one off or under guidance lines. Why join us? An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 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 Family-friendly work hours With 200+ community bank locations, we offer opportunities to grow and develop in your career Promote from within culture Why join this team? We have a culture that encourages an entrepreneurial spirit We offer multiple opportunities for development and upward mobility What You'll Do Responsible for the review and understanding of lease and loan documentation as well as document packet preparation and to assist with negotiation and redlining of documents as needed Assist with the day to day activities of the Operations Department including funding, preparation of booking packets for accurate booking into portfolio systems (FIS and InfoLease), lien perfection and servicing of equipment loans and leases for our direct and indirect originations portfolio. Assist with customer invoicing, posting of customer payments, including ACH processing and delinquency monitoring. Assist with processing modification requests and/or contract changes as well as review of such changes in our system of record (currently Infolease and FIS) Responsible for ordering Uniform Commercial Code "UCC" searches, preparing UCC filings, and completing motor vehicle title paperwork as needed to ensure perfection of security interests on portfolio. Assist with maintaining insurance coverage for portfolio and tracking renewals. Assist with maintenance of loan and lease documentation and scanning of documents into records management systems. Assist in distribution of data and reports provided to internal management as well as required data for internal and external auditors. Ensure compliance with departmental policies and procedures. Qualifications: 5+ years knowledge and experience of loan and lease documentation and perfection, with respect to direct and indirect originations (5+ years) Processing loan or leasing documentation experience required. Prior bank, finance or leasing company experience in documentation, operations or credit administration preferred Excellent customer service skills and the ability to interact with customers, lessor's, vendors, and all levels of management Ability to handle multiple tasks and accept change willingly Attention to detail with a strong work ethic and willing to take initiative. Effective written and verbal communication and interpersonal skills needed to work with all levels of management and customers Proficient with MS Excel as well as experience with other MS Office products. Bachelor's degree or some college preferred Experience with Salesforce and loan/lease origination platforms a plus Knowledge of portfolio accounting systems such as InfoLease, FIS or ACBS a plus Knowledge of loan and lease pricing software such as TValue and SuperTrump a plus 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 Compensation: The estimated salary range for this role is $50,000 - $65,000 along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills and experience 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 build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. 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, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
