Catalyst Sr. Business Analyst School of Medicine, Stanford, California, United States Schedule: Full-time Job Code: 4123 Employee Status: Regular Grade: K Requisition ID: 92389 Stanford University faculty and research are world-renown for their innovation and excellence. Everyday the future is born at Stanford. The Catalyst team supports promising technology and entrepreneurial faculty to guide their technology out of the research realm, and into the clinic for real-world validation. Next, armed with this real-world evidence, the Catalyst team helps our faculty navigate the rocky transition into commercial entities where their Stanford innovation can spread around the world. If you like being challenged with creative solutions to problems that didn't exist last year, if you thrive orchestrating innovative change, if you thrive on anticipating needs and proactively solving problems, if you like creating the future, this may be the perfect role for you. The Catalyst Team is looking for a Sr. Business Analyst to join our mission. The Catalyst program identifies strong candidates for translational projects inside the Stanford Medicine clinical areas to validate and de-risk medical innovations. The Sr. Business Analyst (SBA) role is a critical part of this mission. This person will review candidate projects for their business plan strength and their market potential which is one aspect to be weighed when selecting projects to join a Catalyst cohort. After the annual cohort is filled, they will continue to work with selected projects to fine tune and pivot their business plan based on data from their Stanford Health Care (SHC) pilots and fluctuations in the marketplace. The SBAs will also work with Silver Medalists projects who were not chosen to advance during the selection process and would benefit from business plan consulting and feedback. Finally, after the pilot project is done, the SBA will work with founders to update their business plan based on the evidence gathered, create narrative and roadshow materials, and otherwise prepare the project team for their exit path out of the Catalyst program. The Catalyst team anticipates running 10-20 pilots a year and 100-200 submissions annually. Ideal candidates will have a passion for healthcare, the pulse of the healthcare startup community, and know how to talk to, and interface with, brilliant entrepreneurs. This position represents the Stanford Medicine Strategy Office and interacts daily with executives and senior leaders from both the School of Medicine as well as Stanford Health Care adult hospital. This is a continuing position reporting to the Catalyst Director of Operations. This position currently has no direct supervisory responsibilities. Duties Include Sr. Business Analyst (SBA) will drive the execution of our Catalyst Due Diligence process for finalist companies seeking entry into the Catalyst program. Due Diligence includes: Market Analysis, Competitive Analysis, Business Plan Review, IT and Data Analysis, and alignment to Stanford Medicine ISP (Integrated Strategic Plan). SBA will identify project weaknesses and work directly with faculty to mitigate to acceptable levels of risk before recommending Due Diligence to Stanford Medicine Leaders/Deans/CEOs/CSO for review and approval. SBA will provide business plan coaching for all silver medalist candidates not accepted into the Catalyst program to provide additional business plan and marketing analysis on why their projects were too risky for the Catalyst program. Post pilot project, the SBAs will work with project teams to update their business plans with evidence gathered, create narrative and roadshow materials, and prepare the project team for their exit path out of the Catalyst program. This critical stage recasts research and translational work into industry objectives for maximum impact. SBA is an expert in market trends and analysis and will provide consultation to the entrepreneur and teams regarding general business-related items. Catalyst projects are early-stage development and much of their competition, or potential competition, in the market will still be in stealth mode. A SBA will have the connections and knowledge to separate signal from noise and predict the marketplace in the near future. SBAs will do business analysis and make allocation recommendations for projects ranging from $100k to $1M in size. SBAs will be creating reports for, and working with, Sr. Faculty, Stanford Medicine Deans/CEOs/CFOs, Partners at Venture Capital firms, and SHC/SM board members. Position will lead knowledge transfer with the SHC Marketing and Business Development groups to share best practices, tools, and projects. Externally, SBA will represent Stanford Medicine's interests by developing networks to share best practices and de-risk investments with other AMCs or Healthcare venture groups. SBA will report to the Director of Operations and work closely with the Catalyst Business mentor. Primary Characteristics A passion for health care. A passion for the health care startup marketplace. Avid reader of health care entrepreneurial news streams. Analytical, and you have a passion for data. You understand entrepreneurs and what they are going through. You can bridge the needs and language of an academic medical center and industry. People of all genders, members of all racial and ethnic groups, people with disabilities, and veterans are encouraged to apply. - Other duties may also be assigned. DESIRED QUALIFICATIONS: MBA or equivalent is desired. EDUCATION & EXPERIENCE (REQUIRED): Bachelor's degree and eight years of relevant experience, or combination of education and relevant experience. KNOWLEDGE, SKILLS AND ABILITIES (REQUIRED): Demonstrated leadership skills and ability to influence and motivate constituencies which could span multiple organizational boundaries. Demonstrated excellent planning, organizational, and analytical skills. Demonstrated ability to make sound business decisions using good business judgment and innovative and creative problem-solving. Demonstrated ability to manage financial, organizational, and staff resources. Excellent interpersonal and communications skills with the ability to cultivate professional and business partnerships. Relevant subject matter expertise. CERTIFICATIONS & LICENSES: None PHYSICAL REQUIREMENTS : Constantly perform desk-based computer tasks. Frequently stand/walk, sitting, grasp lightly/fine manipulation. Occasionally use a telephone. Rarely lift/carry/push/pull objects that weigh 11-20 pounds. - Consistent with its obligations under the law, the University will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job. Additional PHYSICAL REQUIREMENTS: (remove if none) WORKING CONDITIONS: May work extended hours or weekends. Additional WORKING CONDITIONS: (remove if none) WORK STANDARDS (from JDL) Interpersonal Skills: Demonstrates the ability to work well with Stanford colleagues and clients and with external organizations. Promote Culture of Safety: Demonstrates commitment to personal responsibility and value for safety; communicates safety concerns; uses and promotes safe behaviors based on training and lessons learned. Subject to and expected to comply with all applicable University policies and procedures, including but not limited to the personnel policies and other policies found in the University's Administrative Guide, . As an organization that receives federal funding, Stanford University has a COVID-19 vaccination requirement that will apply to all university employees, including those working remotely in the United States and applicable subcontractors. To learn more about COVID policies and guidelines for Stanford University Staff, please visit To be considered for this position please visit our web site and apply on line at the following link: Stanford is an equal opportunity employer and all qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law. Copyright 2022 Inc. All rights reserved. Posted by the FREE value-added recruitment advertising agency jeid-28b5e26d66d93e45ae7e2a1ff
03/25/2025
Full time
Catalyst Sr. Business Analyst School of Medicine, Stanford, California, United States Schedule: Full-time Job Code: 4123 Employee Status: Regular Grade: K Requisition ID: 92389 Stanford University faculty and research are world-renown for their innovation and excellence. Everyday the future is born at Stanford. The Catalyst team supports promising technology and entrepreneurial faculty to guide their technology out of the research realm, and into the clinic for real-world validation. Next, armed with this real-world evidence, the Catalyst team helps our faculty navigate the rocky transition into commercial entities where their Stanford innovation can spread around the world. If you like being challenged with creative solutions to problems that didn't exist last year, if you thrive orchestrating innovative change, if you thrive on anticipating needs and proactively solving problems, if you like creating the future, this may be the perfect role for you. The Catalyst Team is looking for a Sr. Business Analyst to join our mission. The Catalyst program identifies strong candidates for translational projects inside the Stanford Medicine clinical areas to validate and de-risk medical innovations. The Sr. Business Analyst (SBA) role is a critical part of this mission. This person will review candidate projects for their business plan strength and their market potential which is one aspect to be weighed when selecting projects to join a Catalyst cohort. After the annual cohort is filled, they will continue to work with selected projects to fine tune and pivot their business plan based on data from their Stanford Health Care (SHC) pilots and fluctuations in the marketplace. The SBAs will also work with Silver Medalists projects who were not chosen to advance during the selection process and would benefit from business plan consulting and feedback. Finally, after the pilot project is done, the SBA will work with founders to update their business plan based on the evidence gathered, create narrative and roadshow materials, and otherwise prepare the project team for their exit path out of the Catalyst program. The Catalyst team anticipates running 10-20 pilots a year and 100-200 submissions annually. Ideal candidates will have a passion for healthcare, the pulse of the healthcare startup community, and know how to talk to, and interface with, brilliant entrepreneurs. This position represents the Stanford Medicine Strategy Office and interacts daily with executives and senior leaders from both the School of Medicine as well as Stanford Health Care adult hospital. This is a continuing position reporting to the Catalyst Director of Operations. This position currently has no direct supervisory responsibilities. Duties Include Sr. Business Analyst (SBA) will drive the execution of our Catalyst Due Diligence process for finalist companies seeking entry into the Catalyst program. Due Diligence includes: Market Analysis, Competitive Analysis, Business Plan Review, IT and Data Analysis, and alignment to Stanford Medicine ISP (Integrated Strategic Plan). SBA will identify project weaknesses and work directly with faculty to mitigate to acceptable levels of risk before recommending Due Diligence to Stanford Medicine Leaders/Deans/CEOs/CSO for review and approval. SBA will provide business plan coaching for all silver medalist candidates not accepted into the Catalyst program to provide additional business plan and marketing analysis on why their projects were too risky for the Catalyst program. Post pilot project, the SBAs will work with project teams to update their business plans with evidence gathered, create narrative and roadshow materials, and prepare the project team for their exit path out of the Catalyst program. This critical stage recasts research and translational work into industry objectives for maximum impact. SBA is an expert in market trends and analysis and will provide consultation to the entrepreneur and teams regarding general business-related items. Catalyst projects are early-stage development and much of their competition, or potential competition, in the market will still be in stealth mode. A SBA will have the connections and knowledge to separate signal from noise and predict the marketplace in the near future. SBAs will do business analysis and make allocation recommendations for projects ranging from $100k to $1M in size. SBAs will be creating reports for, and working with, Sr. Faculty, Stanford Medicine Deans/CEOs/CFOs, Partners at Venture Capital firms, and SHC/SM board members. Position will lead knowledge transfer with the SHC Marketing and Business Development groups to share best practices, tools, and projects. Externally, SBA will represent Stanford Medicine's interests by developing networks to share best practices and de-risk investments with other AMCs or Healthcare venture groups. SBA will report to the Director of Operations and work closely with the Catalyst Business mentor. Primary Characteristics A passion for health care. A passion for the health care startup marketplace. Avid reader of health care entrepreneurial news streams. Analytical, and you have a passion for data. You understand entrepreneurs and what they are going through. You can bridge the needs and language of an academic medical center and industry. People of all genders, members of all racial and ethnic groups, people with disabilities, and veterans are encouraged to apply. - Other duties may also be assigned. DESIRED QUALIFICATIONS: MBA or equivalent is desired. EDUCATION & EXPERIENCE (REQUIRED): Bachelor's degree and eight years of relevant experience, or combination of education and relevant experience. KNOWLEDGE, SKILLS AND ABILITIES (REQUIRED): Demonstrated leadership skills and ability to influence and motivate constituencies which could span multiple organizational boundaries. Demonstrated excellent planning, organizational, and analytical skills. Demonstrated ability to make sound business decisions using good business judgment and innovative and creative problem-solving. Demonstrated ability to manage financial, organizational, and staff resources. Excellent interpersonal and communications skills with the ability to cultivate professional and business partnerships. Relevant subject matter expertise. CERTIFICATIONS & LICENSES: None PHYSICAL REQUIREMENTS : Constantly perform desk-based computer tasks. Frequently stand/walk, sitting, grasp lightly/fine manipulation. Occasionally use a telephone. Rarely lift/carry/push/pull objects that weigh 11-20 pounds. - Consistent with its obligations under the law, the University will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of his or her job. Additional PHYSICAL REQUIREMENTS: (remove if none) WORKING CONDITIONS: May work extended hours or weekends. Additional WORKING CONDITIONS: (remove if none) WORK STANDARDS (from JDL) Interpersonal Skills: Demonstrates the ability to work well with Stanford colleagues and clients and with external organizations. Promote Culture of Safety: Demonstrates commitment to personal responsibility and value for safety; communicates safety concerns; uses and promotes safe behaviors based on training and lessons learned. Subject to and expected to comply with all applicable University policies and procedures, including but not limited to the personnel policies and other policies found in the University's Administrative Guide, . As an organization that receives federal funding, Stanford University has a COVID-19 vaccination requirement that will apply to all university employees, including those working remotely in the United States and applicable subcontractors. To learn more about COVID policies and guidelines for Stanford University Staff, please visit To be considered for this position please visit our web site and apply on line at the following link: Stanford is an equal opportunity employer and all qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law. Copyright 2022 Inc. All rights reserved. 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Business Analyst - Remote Office of Development, Redwood City, California, United States Schedule: Full-time Job Code: 4172 Employee Status: Fixed-Term Grade: G Requisition ID: 91364 Open to 100% Remote This is a fixed-term position (full-time with benefits). Stanford University is one of the world's premier academic and research institutions, devoting tremendous intellectual and physical resources toward the betterment of humanity. As a major Silicon Valley employer, Stanford seeks people committed to excellence and to improving our world. In turn, the university is committed to supporting its employees as they develop their careers and enrich their lives. We believe Stanford's future success will be shaped by the diverse perspectives, unique experiences, and inclusive culture of its community. As a Business Analyst, you will be a member of the Stanford University ADAPT(Alumni and Development Applications Platform Transition) Business Office reporting to the Senior Product Manager. You will be responsible for gathering and documenting requirements to build technical solutions to address business challenges; performing data analysis to resolve complex business questions; facilitating discussion and design activities on larger initiatives; and understanding business unit workflows and applying technology solutions in support of those workflows. In addition, you will provide support for application enhancements and integrations, Quality Assurance, production support and change control processes. Your responsibilities will include: Using appropriate elicitation techniques to understand and translate business processes to gather and document business, user and systems requirements. Bridging complex business problems to solutions by designing technical solutions for usability, end-user adoption and productivity improvement. Collaborating with cross-functional teams of business stakeholders, developers, QAs and analysts to recommend and implement solutions. Analyzing complex data sets and providing insights to resolve business system issues. May include developing operational and analytical reports for end users. Developing UAT test plans and using case documents with focus on requirements; partnering with the testing/QA team to execute the test plans, recording and analyzing the test results. Advising users requiring assistance in solving complex problems or issues regarding management and business systems. Analyzing new business requirements, assisting with feasibility of enhancement requests, system functionality, current system use and user needs. Managing day-to-day operational processes; developing and implementing procedures in response to changing business needs and program design. Leading efforts to ensure that information systems support the organizational mission and objectives and coordinating the process of defining, investigating and solving problems related to business systems and special projects. Maintaining knowledge of project management and business analysis tools, principals, practices and procedures. Navigating through other processes related to development, testing, change management, etc. Ensuring a high level of client satisfaction by monitoring the delivery of ongoing information systems to the organization; establishing key metrics and continually measuring and evaluating the effectiveness of the delivery. Building long-term relationships between multiple business partners to driving engagement in ADAPT strategy. Influences business partner decision making to optimize requirements prioritization. Education and Experience Bachelor's degree and five years relevant experience or a combination of education and relevant experience. Required Knowledge, Skills, and Abilities Knowledge of computer system capabilities, business processes, and workflow. Extensive experience writing requirement documents: use cases, business requirements, functional requirements. Ability to analyze complex data sets to identify patterns, relationships and trends. Knowledge of quality assurance and user acceptance testing practices with the ability to plan and execute test cases and document results. Ability to collaborate with cross-functional teams of business stakeholder, technical teams, QAs and analysts. Strong understanding of the software development life cycle. Knowledge of principles and techniques used in systems analysis. Skill in conducting interviews and facilitating group meetings. Excellent communication skills, both written and verbal, including the ability to bridge functional and technical resources by communicating effectively with individuals of varying systems expertise and business needs. Strong listening, negotiation and conflict resolution skills. Exceptional client relationship skills, as well as the ability to establish effective working relationships in a diverse and distributed organization. Desired Knowledge, Skills, and Abilities Experience with Oracle Business Intelligence (OBIEE). Experience with Salesforce (SFDC). Experience with SQLs and data queries on relational databases (Oracle). Proven ability to learn and work with new applications and systems strongly desired. Proven ability to identify, analyze and resolve business problems strongly desired. Proven ability to build relationships to achieve results in a consensus driven environment strongly desired. Proven problem solving and analytical thinking and ability to approach problems logically and systematically strongly desired. Proven ability to build, test, implement and maintain business intelligence reports and dashboards. Proven ability with process flows (swim lanes) documentation for current state and future state. Proven ability to design and document complex business systems. Proven ability in writing user stories and acceptance criteria under Agile methodology. Project Management knowledge including waterfall and Agile methodologies. Solid negotiation, persuasion, and facilitation skills strongly desired. Solid experience with MS Office tools (Word, Excel, Project, PowerPoint, Visio) strongly desired. Knowledge and understanding of University operations, administration and community. Experience with University Advancement systems. Certifications and Licenses None Physical Requirements Constantly perform desk-based computer tasks. Frequently sit, grasp lightly/fine manipulation. Occasionally stand/walk, use a telephone. Rarely writing by hand, lift/carry/push/pull objects that weigh up to 10 pounds. Consistent with its obligations under the law, the University will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of the job. Working Conditions Work extended hours. Work Standards Interpersonal Skills: Demonstrates the ability to work well with Stanford colleagues and clients and with external organizations. Promote Culture of Safety: Demonstrates commitment to personal responsibility and value for safety; communicates safety concerns; uses and promotes safe behaviors based on training and lessons learned. Subject to and expected to comply with all applicable University policies and procedures, including but not limited to the personnel policies and other policies found in the University's Administrative Guide, . Why Stanford is for You: Stanford University is one of the world's premier academic and research institutions, devoting tremendous intellectual and physical resources toward the betterment of humanity. As a major Silicon Valley employer, Stanford seeks people committed to excellence and to improving our world. In turn, the university is committed to supporting its employees as they develop their careers and enrich their lives. We believe Stanford's future success will be shaped by the diverse perspectives, unique experiences, and inclusive culture of its community. Imagine a world without search engines or social platforms. Consider lives saved through first-ever organ transplants and research to cure illnesses. Stanford University has revolutionized the way we live and enrich the world. Supporting this mission is our diverse and dedicated 17,000 staff. We seek talent driven to impact the future of our legacy. Our culture and unique perks empower you with: Freedom to grow. We offer career development programs, tuition reimbursement, or audit a course. Join a Ted Talk, film screening, or listen to a renowned author or global leader speak. A caring culture. We provide superb retirement plans, generous time-off, and family care resources. A healthier you. Climb our rock wall or choose from hundreds of health or fitness classes at our world-class exercise facilities. We also provide excellent health care benefits. Discovery and fun. Stroll through historic sculptures, trails, and museums. Enviable resources. Enjoy free commuter programs, ridesharing incentives, discounts and more! We are not able to provide relocation for this position. . click apply for full job details
03/25/2025
Full time
Business Analyst - Remote Office of Development, Redwood City, California, United States Schedule: Full-time Job Code: 4172 Employee Status: Fixed-Term Grade: G Requisition ID: 91364 Open to 100% Remote This is a fixed-term position (full-time with benefits). Stanford University is one of the world's premier academic and research institutions, devoting tremendous intellectual and physical resources toward the betterment of humanity. As a major Silicon Valley employer, Stanford seeks people committed to excellence and to improving our world. In turn, the university is committed to supporting its employees as they develop their careers and enrich their lives. We believe Stanford's future success will be shaped by the diverse perspectives, unique experiences, and inclusive culture of its community. As a Business Analyst, you will be a member of the Stanford University ADAPT(Alumni and Development Applications Platform Transition) Business Office reporting to the Senior Product Manager. You will be responsible for gathering and documenting requirements to build technical solutions to address business challenges; performing data analysis to resolve complex business questions; facilitating discussion and design activities on larger initiatives; and understanding business unit workflows and applying technology solutions in support of those workflows. In addition, you will provide support for application enhancements and integrations, Quality Assurance, production support and change control processes. Your responsibilities will include: Using appropriate elicitation techniques to understand and translate business processes to gather and document business, user and systems requirements. Bridging complex business problems to solutions by designing technical solutions for usability, end-user adoption and productivity improvement. Collaborating with cross-functional teams of business stakeholders, developers, QAs and analysts to recommend and implement solutions. Analyzing complex data sets and providing insights to resolve business system issues. May include developing operational and analytical reports for end users. Developing UAT test plans and using case documents with focus on requirements; partnering with the testing/QA team to execute the test plans, recording and analyzing the test results. Advising users requiring assistance in solving complex problems or issues regarding management and business systems. Analyzing new business requirements, assisting with feasibility of enhancement requests, system functionality, current system use and user needs. Managing day-to-day operational processes; developing and implementing procedures in response to changing business needs and program design. Leading efforts to ensure that information systems support the organizational mission and objectives and coordinating the process of defining, investigating and solving problems related to business systems and special projects. Maintaining knowledge of project management and business analysis tools, principals, practices and procedures. Navigating through other processes related to development, testing, change management, etc. Ensuring a high level of client satisfaction by monitoring the delivery of ongoing information systems to the organization; establishing key metrics and continually measuring and evaluating the effectiveness of the delivery. Building long-term relationships between multiple business partners to driving engagement in ADAPT strategy. Influences business partner decision making to optimize requirements prioritization. Education and Experience Bachelor's degree and five years relevant experience or a combination of education and relevant experience. Required Knowledge, Skills, and Abilities Knowledge of computer system capabilities, business processes, and workflow. Extensive experience writing requirement documents: use cases, business requirements, functional requirements. Ability to analyze complex data sets to identify patterns, relationships and trends. Knowledge of quality assurance and user acceptance testing practices with the ability to plan and execute test cases and document results. Ability to collaborate with cross-functional teams of business stakeholder, technical teams, QAs and analysts. Strong understanding of the software development life cycle. Knowledge of principles and techniques used in systems analysis. Skill in conducting interviews and facilitating group meetings. Excellent communication skills, both written and verbal, including the ability to bridge functional and technical resources by communicating effectively with individuals of varying systems expertise and business needs. Strong listening, negotiation and conflict resolution skills. Exceptional client relationship skills, as well as the ability to establish effective working relationships in a diverse and distributed organization. Desired Knowledge, Skills, and Abilities Experience with Oracle Business Intelligence (OBIEE). Experience with Salesforce (SFDC). Experience with SQLs and data queries on relational databases (Oracle). Proven ability to learn and work with new applications and systems strongly desired. Proven ability to identify, analyze and resolve business problems strongly desired. Proven ability to build relationships to achieve results in a consensus driven environment strongly desired. Proven problem solving and analytical thinking and ability to approach problems logically and systematically strongly desired. Proven ability to build, test, implement and maintain business intelligence reports and dashboards. Proven ability with process flows (swim lanes) documentation for current state and future state. Proven ability to design and document complex business systems. Proven ability in writing user stories and acceptance criteria under Agile methodology. Project Management knowledge including waterfall and Agile methodologies. Solid negotiation, persuasion, and facilitation skills strongly desired. Solid experience with MS Office tools (Word, Excel, Project, PowerPoint, Visio) strongly desired. Knowledge and understanding of University operations, administration and community. Experience with University Advancement systems. Certifications and Licenses None Physical Requirements Constantly perform desk-based computer tasks. Frequently sit, grasp lightly/fine manipulation. Occasionally stand/walk, use a telephone. Rarely writing by hand, lift/carry/push/pull objects that weigh up to 10 pounds. Consistent with its obligations under the law, the University will provide reasonable accommodation to any employee with a disability who requires accommodation to perform the essential functions of the job. Working Conditions Work extended hours. Work Standards Interpersonal Skills: Demonstrates the ability to work well with Stanford colleagues and clients and with external organizations. Promote Culture of Safety: Demonstrates commitment to personal responsibility and value for safety; communicates safety concerns; uses and promotes safe behaviors based on training and lessons learned. Subject to and expected to comply with all applicable University policies and procedures, including but not limited to the personnel policies and other policies found in the University's Administrative Guide, . Why Stanford is for You: Stanford University is one of the world's premier academic and research institutions, devoting tremendous intellectual and physical resources toward the betterment of humanity. As a major Silicon Valley employer, Stanford seeks people committed to excellence and to improving our world. In turn, the university is committed to supporting its employees as they develop their careers and enrich their lives. We believe Stanford's future success will be shaped by the diverse perspectives, unique experiences, and inclusive culture of its community. Imagine a world without search engines or social platforms. Consider lives saved through first-ever organ transplants and research to cure illnesses. Stanford University has revolutionized the way we live and enrich the world. Supporting this mission is our diverse and dedicated 17,000 staff. We seek talent driven to impact the future of our legacy. Our culture and unique perks empower you with: Freedom to grow. We offer career development programs, tuition reimbursement, or audit a course. Join a Ted Talk, film screening, or listen to a renowned author or global leader speak. A caring culture. We provide superb retirement plans, generous time-off, and family care resources. A healthier you. Climb our rock wall or choose from hundreds of health or fitness classes at our world-class exercise facilities. We also provide excellent health care benefits. Discovery and fun. Stroll through historic sculptures, trails, and museums. Enviable resources. Enjoy free commuter programs, ridesharing incentives, discounts and more! We are not able to provide relocation for this position. . click apply for full job details
Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wide range of locations and disciplines. We are at the forefront of change and move at an amazing pace, thanks to our remarkable people, who bring cutting-edge products and services to life for millions of customers every day. If you share in our passion for teamwork, our vision to revolutionize industries and our goal to lead the future in media and technology, we want you to fast-forward your career at Comcast. Job Summary Responsible for managing the Business Continuity Management System (BCMS) activities (policy, planning, implementation and operation, performance assessment, management review, improvement, and documentation providing auditable evidence). Responsible for executing the Business Continuity Management System (BCMS) activities across the enterprise and implementing the Business Continuity Office (BCO), providing overall subject matter expertise, strategy, consulting, and standards to all lines of business across the enterprise. Work collaboratively and independently to facilitate crisis management and business continuity activities across the enterprise. Has in-depth experience, knowledge and skills in own discipline. Usually determines own work priorities. Acts as resource for colleagues with less experience. Job Description Job responsibilities for this role will focus on supplier / vendor / third-party continuity risk management: - Identify and maintain a list of suppliers that are critical to the business continuity priorities of the organization. - Identify and evaluate potential risks associated with critical suppliers, including financial instability, operational disruptions, and geopolitical factors. - Develop and implement strategies to mitigate identified risks, including diversification of suppliers and contingency planning. - Ensure suppliers have comprehensive and effective BCPs in place that align with organizational standards. - Design and coordinate exercises that engage suppliers to test and validate related BCPs. - Continuously monitor supplier performance and their ability to meet contractual obligations during normal operations and disruptions. - Develop and implement incident response and recovery plans in collaboration with suppliers to ensure minimal disruption to operations. - Conduct regular audits and assessments of supplier business continuity capabilities and practices. - Maintain daily ingestion of data into BCO's comprehensive business continuity & emergency notification software, assisting, strategy decision making, plan development, data analytics, and compliance. - Discover new capabilities / process improvements of business continuity & emergency notification software, working with management and vendor support to configure / implement. - Facilitate the completion of Business Impact Assessments (BIAs), Technology Resiliency Analyses (TRAs), and Location Risk Assessments (LRAs) with business units in scope. - Support the maintenance of the emergency notification software and provide regular training. - Support crisis management events that may arise, identifying assets at risk and their impact, and distributing relevant continuity planning. - Gather auditable BC/DR information that will be reviewed by key stakeholders. - Support BCO in creation of summary reporting on various initiatives that will be distributed to senior management. - On call for deployment during crisis events, including leading CCCC calls, creation of SITuations REPorts (SITREPs), and execution of various CCCT services supporting various region, division and business unit Incident Management Teams (IMTs). Requires a strong understanding of DHS/FEMA NIMS/ICS principles. - Execute gap remediation activities identified after completion of Business Impact Assessments (BIAs), Technology Resiliency Analyses (TRAs), and Location Risk Assessments (LRAs), executing critical risk tolerance decisions balancing complex value vs. cost decisions. - Monitor and implement continuity strategies. - Coach business unit plan owners and assist in implementation for all relevant teams, technologies, and locations to have continuity plans commensurate with their level of criticality to key business processes. - Execute BCO program processes as necessary. - Execute awareness and training programs activities to promote and educate the enterprise on the business continuity program, including specified roles and responsibilities. - Execute BCMS plan maintenance and exercising across the enterprise, including training and support. - Maintain ongoing collaboration with business units on crisis management, emergency preparedness, and continuity activities and requirements. - Maintain relationships with vendors supporting program resources and initiatives. - Act as business continuity and crisis management point of contact for business unit peers/ stakeholders across various lines of business. - Conduct risk assessment, and program assessment. - Conduct gap analysis and remediation strategy development. - Participate in crisis activation and response management. - Participate business continuity program awareness promotion and training. - Document storage/ repository. - Understanding of the principles of response. - Understanding of organizational culture. - BCMS software tool knowledge. - Moving towards relevant Certification (e.g., CBCP, CBCI, NICS/ICS) - Follow daily business operations and ensuring compliance with Company policies and procedures. - Follow and maintain internal controls to safeguard Company assets. - Adaptive flexibility, and intellectual curiosity. - Organization and time management skills. - Detail oriented. - Ability to prioritize. - Commitment and takes initiative. - Likely requires travel. - Consistent exercise of independent judgment and discretion in matters of significance. - Regular, consistent, and punctual attendance. Must be able to work nights and weekends, variable schedule(s) and overtime as necessary. - Other duties and responsibilities as assigned. Employees at all levels are expected to: - Understand our Operating Principles; make them the guidelines for how you do your job. - Own the customer experience think and act in ways that put our customers first, give them seamless digital options at every touchpoint, and make them promoters of our products and services. - Know your stuff, be enthusiastic learners, users and advocates of our game-changing technology, products and services, especially our digital tools and experiences. - Win as a team make big things happen by working together and being open to new ideas. - Be an active part of the Net Promoter System a way of working that brings more employee and customer feedback into the company by joining huddles, making call backs, and helping us elevate opportunities to do better for our customers. - Drive results and growth. - Respect and promote inclusion & diversity. - Do what's right for each other, our customers, investors and our communities. Disclaimer: This information has been designed to indicate the general nature and level of work performed by employees in this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications. Comcast is proud to be an equal opportunity workplace. We will consider all qualified applicants for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information, or any other basis protected by applicable law. Skills: Supplier Risk Management; Vendor Management; Vendor Risk Management; Supplier Management; Risk Assessments; Risk Management; Business Continuity Base pay is one part of the Total Rewards that Comcast provides to compensate and recognize employees for their work. Most sales positions are eligible for a Commission under the terms of an applicable plan, while most non-sales positions are eligible for a Bonus. Additionally, Comcast provides best-in-class Benefits to eligible employees. We believe that benefits should connect you to the support you need when it matters most, and should help you care for those who matter most. That's why we provide an array of options, expert guidance and always-on tools, that are personalized to meet the needs of your reality - to help support you physically, financially and emotionally through the big milestones and in your everyday life. Please visit the compensation and benefits summary on our careers site for more details. Certifications CBCP - Certified Business Continuity Professional - DRI International Education Bachelor's Degree While possessing the stated degree is preferred, Comcast also may consider applicants who hold some combination of coursework and experience, or who have extensive related professional experience. Relevant Work Experience 5-7 Years
03/25/2025
Full time
Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wide range of locations and disciplines. We are at the forefront of change and move at an amazing pace, thanks to our remarkable people, who bring cutting-edge products and services to life for millions of customers every day. If you share in our passion for teamwork, our vision to revolutionize industries and our goal to lead the future in media and technology, we want you to fast-forward your career at Comcast. Job Summary Responsible for managing the Business Continuity Management System (BCMS) activities (policy, planning, implementation and operation, performance assessment, management review, improvement, and documentation providing auditable evidence). Responsible for executing the Business Continuity Management System (BCMS) activities across the enterprise and implementing the Business Continuity Office (BCO), providing overall subject matter expertise, strategy, consulting, and standards to all lines of business across the enterprise. Work collaboratively and independently to facilitate crisis management and business continuity activities across the enterprise. Has in-depth experience, knowledge and skills in own discipline. Usually determines own work priorities. Acts as resource for colleagues with less experience. Job Description Job responsibilities for this role will focus on supplier / vendor / third-party continuity risk management: - Identify and maintain a list of suppliers that are critical to the business continuity priorities of the organization. - Identify and evaluate potential risks associated with critical suppliers, including financial instability, operational disruptions, and geopolitical factors. - Develop and implement strategies to mitigate identified risks, including diversification of suppliers and contingency planning. - Ensure suppliers have comprehensive and effective BCPs in place that align with organizational standards. - Design and coordinate exercises that engage suppliers to test and validate related BCPs. - Continuously monitor supplier performance and their ability to meet contractual obligations during normal operations and disruptions. - Develop and implement incident response and recovery plans in collaboration with suppliers to ensure minimal disruption to operations. - Conduct regular audits and assessments of supplier business continuity capabilities and practices. - Maintain daily ingestion of data into BCO's comprehensive business continuity & emergency notification software, assisting, strategy decision making, plan development, data analytics, and compliance. - Discover new capabilities / process improvements of business continuity & emergency notification software, working with management and vendor support to configure / implement. - Facilitate the completion of Business Impact Assessments (BIAs), Technology Resiliency Analyses (TRAs), and Location Risk Assessments (LRAs) with business units in scope. - Support the maintenance of the emergency notification software and provide regular training. - Support crisis management events that may arise, identifying assets at risk and their impact, and distributing relevant continuity planning. - Gather auditable BC/DR information that will be reviewed by key stakeholders. - Support BCO in creation of summary reporting on various initiatives that will be distributed to senior management. - On call for deployment during crisis events, including leading CCCC calls, creation of SITuations REPorts (SITREPs), and execution of various CCCT services supporting various region, division and business unit Incident Management Teams (IMTs). Requires a strong understanding of DHS/FEMA NIMS/ICS principles. - Execute gap remediation activities identified after completion of Business Impact Assessments (BIAs), Technology Resiliency Analyses (TRAs), and Location Risk Assessments (LRAs), executing critical risk tolerance decisions balancing complex value vs. cost decisions. - Monitor and implement continuity strategies. - Coach business unit plan owners and assist in implementation for all relevant teams, technologies, and locations to have continuity plans commensurate with their level of criticality to key business processes. - Execute BCO program processes as necessary. - Execute awareness and training programs activities to promote and educate the enterprise on the business continuity program, including specified roles and responsibilities. - Execute BCMS plan maintenance and exercising across the enterprise, including training and support. - Maintain ongoing collaboration with business units on crisis management, emergency preparedness, and continuity activities and requirements. - Maintain relationships with vendors supporting program resources and initiatives. - Act as business continuity and crisis management point of contact for business unit peers/ stakeholders across various lines of business. - Conduct risk assessment, and program assessment. - Conduct gap analysis and remediation strategy development. - Participate in crisis activation and response management. - Participate business continuity program awareness promotion and training. - Document storage/ repository. - Understanding of the principles of response. - Understanding of organizational culture. - BCMS software tool knowledge. - Moving towards relevant Certification (e.g., CBCP, CBCI, NICS/ICS) - Follow daily business operations and ensuring compliance with Company policies and procedures. - Follow and maintain internal controls to safeguard Company assets. - Adaptive flexibility, and intellectual curiosity. - Organization and time management skills. - Detail oriented. - Ability to prioritize. - Commitment and takes initiative. - Likely requires travel. - Consistent exercise of independent judgment and discretion in matters of significance. - Regular, consistent, and punctual attendance. Must be able to work nights and weekends, variable schedule(s) and overtime as necessary. - Other duties and responsibilities as assigned. Employees at all levels are expected to: - Understand our Operating Principles; make them the guidelines for how you do your job. - Own the customer experience think and act in ways that put our customers first, give them seamless digital options at every touchpoint, and make them promoters of our products and services. - Know your stuff, be enthusiastic learners, users and advocates of our game-changing technology, products and services, especially our digital tools and experiences. - Win as a team make big things happen by working together and being open to new ideas. - Be an active part of the Net Promoter System a way of working that brings more employee and customer feedback into the company by joining huddles, making call backs, and helping us elevate opportunities to do better for our customers. - Drive results and growth. - Respect and promote inclusion & diversity. - Do what's right for each other, our customers, investors and our communities. Disclaimer: This information has been designed to indicate the general nature and level of work performed by employees in this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications. Comcast is proud to be an equal opportunity workplace. We will consider all qualified applicants for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information, or any other basis protected by applicable law. Skills: Supplier Risk Management; Vendor Management; Vendor Risk Management; Supplier Management; Risk Assessments; Risk Management; Business Continuity Base pay is one part of the Total Rewards that Comcast provides to compensate and recognize employees for their work. Most sales positions are eligible for a Commission under the terms of an applicable plan, while most non-sales positions are eligible for a Bonus. Additionally, Comcast provides best-in-class Benefits to eligible employees. We believe that benefits should connect you to the support you need when it matters most, and should help you care for those who matter most. That's why we provide an array of options, expert guidance and always-on tools, that are personalized to meet the needs of your reality - to help support you physically, financially and emotionally through the big milestones and in your everyday life. Please visit the compensation and benefits summary on our careers site for more details. Certifications CBCP - Certified Business Continuity Professional - DRI International Education Bachelor's Degree While possessing the stated degree is preferred, Comcast also may consider applicants who hold some combination of coursework and experience, or who have extensive related professional experience. Relevant Work Experience 5-7 Years
Job Description: Senior Financial Analyst, FI Finance (Product & Advisory Solutions Finance) Within Fidelity Institutional (FI), our team supports three leaders and organizations accountable for developing and marketing solutions designed to help FI's clients run their businesses, and for managing the FundsNetwork (FNW) platform on behalf of all Fidelity channels. The team's portfolio includes a breadth of products and services, spanning Fidelity and 3rd party investment products, marketing and thought leadership, brokerage and banking solutions, and managed account products and platforms. Further, the FundsNetwork team manages relationships with over 700 asset managers whose investment products are distributed through IWMS, Wealth and Brokerage, and WI. Our finance team plays a pivotal role in defining, executing, and ensuring the success of the products and services that comprise FI's and FNW's future-ready revenue model. The Purpose of Your Role Your role includes supporting and providing financial analyses related to new and existing products, supporting client/product pricing decisions, and developing and delivering product-related reporting. Success will require intellectual curiosity, comprehensive problem solving, independent thinking, confidence, and a strong work ethic. In this role, you will develop expertise related to decision support (i.e., business cases, strategic initiatives, and executive presentations), business performance evaluation, and business relationship management. You will collaborate with finance and business associates across the firm and will interact regularly with various members of FI's finance and business organizations. Note: Fidelity is not providing immigration sponsorship for this position The Expertise You Have Bachelor's degree in Finance, Accounting or Economics, and 4-6 years of relevant work experience Strong analytical, communication and financial modeling capabilities Thorough understanding of financial and accounting principles and how to apply them in business Strong knowledge of MS Excel and database querying techniques and proficiency in MS PowerPoint The Skills You Bring Intellectual curiosity and ability to ask questions in a variety of settings End-to-end problem-solving capabilities, from defining complex problems to synthesizing key points Project management skills and your ability to work effectively on multiple projects simultaneously Strength in consolidating information from multiple sources and working with large amounts of data Strong and accurate analytical capabilities and financial modeling skills Solid communication skills and confidence interacting with various levels within the organization Proactive and self-motivated drive to complete projects Ability to handle ambiguity and work under pressure in a dynamic environment The Value You Deliver Collaborating on multiple projects across different business segments and initiatives Providing on-going insight into the performance of FI and Enterprise initiatives such as Alternative Investments, Digital Assets, Model Portfolio/SMAs, Portfolio Construction Working with the FI Central Finance team and business partners to track key KPI results for scorecards and other senior management reporting Analyzing data, providing insights and recommendations to support business decisions including investments in new products or product enhancements, and product pricing strategy Supporting multiple client/product pricing processes to ensure FI receives a strong return on products and solutions Working effectively across our team to accomplish our objectives The base salary range for this position is $71,000-$112,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Certifications: Category: Finance We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
03/25/2025
Full time
Job Description: Senior Financial Analyst, FI Finance (Product & Advisory Solutions Finance) Within Fidelity Institutional (FI), our team supports three leaders and organizations accountable for developing and marketing solutions designed to help FI's clients run their businesses, and for managing the FundsNetwork (FNW) platform on behalf of all Fidelity channels. The team's portfolio includes a breadth of products and services, spanning Fidelity and 3rd party investment products, marketing and thought leadership, brokerage and banking solutions, and managed account products and platforms. Further, the FundsNetwork team manages relationships with over 700 asset managers whose investment products are distributed through IWMS, Wealth and Brokerage, and WI. Our finance team plays a pivotal role in defining, executing, and ensuring the success of the products and services that comprise FI's and FNW's future-ready revenue model. The Purpose of Your Role Your role includes supporting and providing financial analyses related to new and existing products, supporting client/product pricing decisions, and developing and delivering product-related reporting. Success will require intellectual curiosity, comprehensive problem solving, independent thinking, confidence, and a strong work ethic. In this role, you will develop expertise related to decision support (i.e., business cases, strategic initiatives, and executive presentations), business performance evaluation, and business relationship management. You will collaborate with finance and business associates across the firm and will interact regularly with various members of FI's finance and business organizations. Note: Fidelity is not providing immigration sponsorship for this position The Expertise You Have Bachelor's degree in Finance, Accounting or Economics, and 4-6 years of relevant work experience Strong analytical, communication and financial modeling capabilities Thorough understanding of financial and accounting principles and how to apply them in business Strong knowledge of MS Excel and database querying techniques and proficiency in MS PowerPoint The Skills You Bring Intellectual curiosity and ability to ask questions in a variety of settings End-to-end problem-solving capabilities, from defining complex problems to synthesizing key points Project management skills and your ability to work effectively on multiple projects simultaneously Strength in consolidating information from multiple sources and working with large amounts of data Strong and accurate analytical capabilities and financial modeling skills Solid communication skills and confidence interacting with various levels within the organization Proactive and self-motivated drive to complete projects Ability to handle ambiguity and work under pressure in a dynamic environment The Value You Deliver Collaborating on multiple projects across different business segments and initiatives Providing on-going insight into the performance of FI and Enterprise initiatives such as Alternative Investments, Digital Assets, Model Portfolio/SMAs, Portfolio Construction Working with the FI Central Finance team and business partners to track key KPI results for scorecards and other senior management reporting Analyzing data, providing insights and recommendations to support business decisions including investments in new products or product enhancements, and product pricing strategy Supporting multiple client/product pricing processes to ensure FI receives a strong return on products and solutions Working effectively across our team to accomplish our objectives The base salary range for this position is $71,000-$112,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Certifications: Category: Finance We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
Job Description: The Role Are you a hardworking and proactive analyst who thrives in a collaborative fast paced environment? If so, come continue to build your career with Fidelity Investments! We are looking for a Senior Performance and Attribution Consultant who will support multiple types of investment performance reporting and analytics for a broad range of Fidelity portfolios, with an emphasis on digital assets. You will be responsible for fielding inquiries from the investment staff and senior leaders about performance and attribution results. You will work with index, accounting, and advisor analytics data for performance and attribution data needs. You will ensure that internal calculations accurately reflect the security and portfolio level performance of Fidelity Portfolios across all product types. You will be responsible for accurately executing the performance attribution data quality processes and procedures daily, in addition to driving enhancements. You will ensure performance and attribution reporting results across product types are delivered to the investment staff, investment product managers, and senior leaders. You will collaborate with various teams to lead initiatives and define business requirements. The Expertise and Skills You Bring Bachelor's degree in economics or finance a plus; 7+ years of professional work experience 5+ years of experience in fund accounting or performance related environment preferred Knowledge of performance, attribution, and multi-asset class investment strategies Familiar with blockchain technology, various cryptocurrencies and digital asset types, and market regulations and dynamics Passion and curiosity for digital asset technologies and performance Exposure to performance metrics and methodologies in the cryptocurrency industry Experience in defining business requirements to support technical specifications Ability to communicate effectively with both technical and non-technical teams Implement performance improvement initiatives based on data-driven analysis and market trends Lead cross-functional teams and influence without authority Attention to detail and ability to excel in a fast-paced environment Strong Microsoft office skills required (Excel, Word, PowerPoint) Comfortable navigating ambiguity and ability to adapt/reprioritize tasks as necessary Ability to problem solve complex data issues and effectively communicate to clients and other stakeholders Managing relationships with the department's client groups and business partners Delivering accurate and timely reporting on investment performance and attribution to all of Fidelity's advisors Compiling, analyzing, and validating performance and attribution results that are distributed across the organization and externally Analyzing and interpreting portfolio performance and identifying the factors impacting performance such as industry, market cap, security selection, or other market factors Responding to adhoc inquiries from portfolio managers, senior leaders and other clients/business partners Note: Fidelity is not providing immigration sponsorship for this position. The Team The Performance, Attribution and Product Disclosure team responds to investment staff inquiries and supports their information needs with respect to portfolio performance and attribution. The group is responsible for daily monitoring of portfolio, index and third-party data, and validation of performance and attribution results ensuring data quality for internal users and downstream deliverables. The team produces daily, periodic (monthly/quarterly), and adhoc reports that decompose portfolio returns on an absolute and relative basis. These results are used in marketing material, public reporting, and portfolio management. The team provides adhoc performance and attribution analysis to the investment staff and senior leaders. Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to . Certifications: Category: Investment Operations Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. We welcome those with experience in jobs such as Accounts Payable Clerk, Retail Sales Representative, and Payroll Specialist and others in the Accounting and Finance to apply.
03/25/2025
Full time
Job Description: The Role Are you a hardworking and proactive analyst who thrives in a collaborative fast paced environment? If so, come continue to build your career with Fidelity Investments! We are looking for a Senior Performance and Attribution Consultant who will support multiple types of investment performance reporting and analytics for a broad range of Fidelity portfolios, with an emphasis on digital assets. You will be responsible for fielding inquiries from the investment staff and senior leaders about performance and attribution results. You will work with index, accounting, and advisor analytics data for performance and attribution data needs. You will ensure that internal calculations accurately reflect the security and portfolio level performance of Fidelity Portfolios across all product types. You will be responsible for accurately executing the performance attribution data quality processes and procedures daily, in addition to driving enhancements. You will ensure performance and attribution reporting results across product types are delivered to the investment staff, investment product managers, and senior leaders. You will collaborate with various teams to lead initiatives and define business requirements. The Expertise and Skills You Bring Bachelor's degree in economics or finance a plus; 7+ years of professional work experience 5+ years of experience in fund accounting or performance related environment preferred Knowledge of performance, attribution, and multi-asset class investment strategies Familiar with blockchain technology, various cryptocurrencies and digital asset types, and market regulations and dynamics Passion and curiosity for digital asset technologies and performance Exposure to performance metrics and methodologies in the cryptocurrency industry Experience in defining business requirements to support technical specifications Ability to communicate effectively with both technical and non-technical teams Implement performance improvement initiatives based on data-driven analysis and market trends Lead cross-functional teams and influence without authority Attention to detail and ability to excel in a fast-paced environment Strong Microsoft office skills required (Excel, Word, PowerPoint) Comfortable navigating ambiguity and ability to adapt/reprioritize tasks as necessary Ability to problem solve complex data issues and effectively communicate to clients and other stakeholders Managing relationships with the department's client groups and business partners Delivering accurate and timely reporting on investment performance and attribution to all of Fidelity's advisors Compiling, analyzing, and validating performance and attribution results that are distributed across the organization and externally Analyzing and interpreting portfolio performance and identifying the factors impacting performance such as industry, market cap, security selection, or other market factors Responding to adhoc inquiries from portfolio managers, senior leaders and other clients/business partners Note: Fidelity is not providing immigration sponsorship for this position. The Team The Performance, Attribution and Product Disclosure team responds to investment staff inquiries and supports their information needs with respect to portfolio performance and attribution. The group is responsible for daily monitoring of portfolio, index and third-party data, and validation of performance and attribution results ensuring data quality for internal users and downstream deliverables. The team produces daily, periodic (monthly/quarterly), and adhoc reports that decompose portfolio returns on an absolute and relative basis. These results are used in marketing material, public reporting, and portfolio management. The team provides adhoc performance and attribution analysis to the investment staff and senior leaders. Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to . Certifications: Category: Investment Operations Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. We welcome those with experience in jobs such as Accounts Payable Clerk, Retail Sales Representative, and Payroll Specialist and others in the Accounting and Finance to apply.
Job Description: The Role Are you a hardworking and proactive analyst who thrives in a collaborative fast paced environment? If so, come continue to build your career with Fidelity Investments! We are looking for a Senior Performance and Attribution Consultant who will support multiple types of investment performance reporting and analytics for a broad range of Fidelity portfolios, with an emphasis on digital assets. You will be responsible for fielding inquiries from the investment staff and senior leaders about performance and attribution results. You will work with index, accounting, and advisor analytics data for performance and attribution data needs. You will ensure that internal calculations accurately reflect the security and portfolio level performance of Fidelity Portfolios across all product types. You will be responsible for accurately executing the performance attribution data quality processes and procedures daily, in addition to driving enhancements. You will ensure performance and attribution reporting results across product types are delivered to the investment staff, investment product managers, and senior leaders. You will collaborate with various teams to lead initiatives and define business requirements. The Expertise and Skills You Bring Bachelor's degree in economics or finance a plus; 7+ years of professional work experience 5+ years of experience in fund accounting or performance related environment preferred Knowledge of performance, attribution, and multi-asset class investment strategies Familiar with blockchain technology, various cryptocurrencies and digital asset types, and market regulations and dynamics Passion and curiosity for digital asset technologies and performance Exposure to performance metrics and methodologies in the cryptocurrency industry Experience in defining business requirements to support technical specifications Ability to communicate effectively with both technical and non-technical teams Implement performance improvement initiatives based on data-driven analysis and market trends Lead cross-functional teams and influence without authority Attention to detail and ability to excel in a fast-paced environment Strong Microsoft office skills required (Excel, Word, PowerPoint) Comfortable navigating ambiguity and ability to adapt/reprioritize tasks as necessary Ability to problem solve complex data issues and effectively communicate to clients and other stakeholders Managing relationships with the department's client groups and business partners Delivering accurate and timely reporting on investment performance and attribution to all of Fidelity's advisors Compiling, analyzing, and validating performance and attribution results that are distributed across the organization and externally Analyzing and interpreting portfolio performance and identifying the factors impacting performance such as industry, market cap, security selection, or other market factors Responding to adhoc inquiries from portfolio managers, senior leaders and other clients/business partners Note: Fidelity is not providing immigration sponsorship for this position. The Team The Performance, Attribution and Product Disclosure team responds to investment staff inquiries and supports their information needs with respect to portfolio performance and attribution. The group is responsible for daily monitoring of portfolio, index and third-party data, and validation of performance and attribution results ensuring data quality for internal users and downstream deliverables. The team produces daily, periodic (monthly/quarterly), and adhoc reports that decompose portfolio returns on an absolute and relative basis. These results are used in marketing material, public reporting, and portfolio management. The team provides adhoc performance and attribution analysis to the investment staff and senior leaders. Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to . Certifications: Category: Investment Operations Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. We welcome those with experience in jobs such as Payroll Specialist, Accounts Receivable Clerk, and Residential Real Estate Agent and others in the Accounting and Finance to apply.
03/25/2025
Full time
Job Description: The Role Are you a hardworking and proactive analyst who thrives in a collaborative fast paced environment? If so, come continue to build your career with Fidelity Investments! We are looking for a Senior Performance and Attribution Consultant who will support multiple types of investment performance reporting and analytics for a broad range of Fidelity portfolios, with an emphasis on digital assets. You will be responsible for fielding inquiries from the investment staff and senior leaders about performance and attribution results. You will work with index, accounting, and advisor analytics data for performance and attribution data needs. You will ensure that internal calculations accurately reflect the security and portfolio level performance of Fidelity Portfolios across all product types. You will be responsible for accurately executing the performance attribution data quality processes and procedures daily, in addition to driving enhancements. You will ensure performance and attribution reporting results across product types are delivered to the investment staff, investment product managers, and senior leaders. You will collaborate with various teams to lead initiatives and define business requirements. The Expertise and Skills You Bring Bachelor's degree in economics or finance a plus; 7+ years of professional work experience 5+ years of experience in fund accounting or performance related environment preferred Knowledge of performance, attribution, and multi-asset class investment strategies Familiar with blockchain technology, various cryptocurrencies and digital asset types, and market regulations and dynamics Passion and curiosity for digital asset technologies and performance Exposure to performance metrics and methodologies in the cryptocurrency industry Experience in defining business requirements to support technical specifications Ability to communicate effectively with both technical and non-technical teams Implement performance improvement initiatives based on data-driven analysis and market trends Lead cross-functional teams and influence without authority Attention to detail and ability to excel in a fast-paced environment Strong Microsoft office skills required (Excel, Word, PowerPoint) Comfortable navigating ambiguity and ability to adapt/reprioritize tasks as necessary Ability to problem solve complex data issues and effectively communicate to clients and other stakeholders Managing relationships with the department's client groups and business partners Delivering accurate and timely reporting on investment performance and attribution to all of Fidelity's advisors Compiling, analyzing, and validating performance and attribution results that are distributed across the organization and externally Analyzing and interpreting portfolio performance and identifying the factors impacting performance such as industry, market cap, security selection, or other market factors Responding to adhoc inquiries from portfolio managers, senior leaders and other clients/business partners Note: Fidelity is not providing immigration sponsorship for this position. The Team The Performance, Attribution and Product Disclosure team responds to investment staff inquiries and supports their information needs with respect to portfolio performance and attribution. The group is responsible for daily monitoring of portfolio, index and third-party data, and validation of performance and attribution results ensuring data quality for internal users and downstream deliverables. The team produces daily, periodic (monthly/quarterly), and adhoc reports that decompose portfolio returns on an absolute and relative basis. These results are used in marketing material, public reporting, and portfolio management. The team provides adhoc performance and attribution analysis to the investment staff and senior leaders. Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to . Certifications: Category: Investment Operations Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. We welcome those with experience in jobs such as Payroll Specialist, Accounts Receivable Clerk, and Residential Real Estate Agent and others in the Accounting and Finance to apply.
Job Description: The Role Are you a hardworking and proactive analyst who thrives in a collaborative fast paced environment? If so, come continue to build your career with Fidelity Investments! We are looking for a Senior Performance and Attribution Consultant who will support multiple types of investment performance reporting and analytics for a broad range of Fidelity portfolios, with an emphasis on digital assets. You will be responsible for fielding inquiries from the investment staff and senior leaders about performance and attribution results. You will work with index, accounting, and advisor analytics data for performance and attribution data needs. You will ensure that internal calculations accurately reflect the security and portfolio level performance of Fidelity Portfolios across all product types. You will be responsible for accurately executing the performance attribution data quality processes and procedures daily, in addition to driving enhancements. You will ensure performance and attribution reporting results across product types are delivered to the investment staff, investment product managers, and senior leaders. You will collaborate with various teams to lead initiatives and define business requirements. The Expertise and Skills You Bring Bachelor's degree in economics or finance a plus; 7+ years of professional work experience 5+ years of experience in fund accounting or performance related environment preferred Knowledge of performance, attribution, and multi-asset class investment strategies Familiar with blockchain technology, various cryptocurrencies and digital asset types, and market regulations and dynamics Passion and curiosity for digital asset technologies and performance Exposure to performance metrics and methodologies in the cryptocurrency industry Experience in defining business requirements to support technical specifications Ability to communicate effectively with both technical and non-technical teams Implement performance improvement initiatives based on data-driven analysis and market trends Lead cross-functional teams and influence without authority Attention to detail and ability to excel in a fast-paced environment Strong Microsoft office skills required (Excel, Word, PowerPoint) Comfortable navigating ambiguity and ability to adapt/reprioritize tasks as necessary Ability to problem solve complex data issues and effectively communicate to clients and other stakeholders Managing relationships with the department's client groups and business partners Delivering accurate and timely reporting on investment performance and attribution to all of Fidelity's advisors Compiling, analyzing, and validating performance and attribution results that are distributed across the organization and externally Analyzing and interpreting portfolio performance and identifying the factors impacting performance such as industry, market cap, security selection, or other market factors Responding to adhoc inquiries from portfolio managers, senior leaders and other clients/business partners Note: Fidelity is not providing immigration sponsorship for this position. The Team The Performance, Attribution and Product Disclosure team responds to investment staff inquiries and supports their information needs with respect to portfolio performance and attribution. The group is responsible for daily monitoring of portfolio, index and third-party data, and validation of performance and attribution results ensuring data quality for internal users and downstream deliverables. The team produces daily, periodic (monthly/quarterly), and adhoc reports that decompose portfolio returns on an absolute and relative basis. These results are used in marketing material, public reporting, and portfolio management. The team provides adhoc performance and attribution analysis to the investment staff and senior leaders. Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to . Certifications: Category: Investment Operations Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. We welcome those with experience in jobs such as Senior Accountant, Accounts Receivable Clerk, and Controller and others in the Accounting and Finance to apply.
03/25/2025
Full time
Job Description: The Role Are you a hardworking and proactive analyst who thrives in a collaborative fast paced environment? If so, come continue to build your career with Fidelity Investments! We are looking for a Senior Performance and Attribution Consultant who will support multiple types of investment performance reporting and analytics for a broad range of Fidelity portfolios, with an emphasis on digital assets. You will be responsible for fielding inquiries from the investment staff and senior leaders about performance and attribution results. You will work with index, accounting, and advisor analytics data for performance and attribution data needs. You will ensure that internal calculations accurately reflect the security and portfolio level performance of Fidelity Portfolios across all product types. You will be responsible for accurately executing the performance attribution data quality processes and procedures daily, in addition to driving enhancements. You will ensure performance and attribution reporting results across product types are delivered to the investment staff, investment product managers, and senior leaders. You will collaborate with various teams to lead initiatives and define business requirements. The Expertise and Skills You Bring Bachelor's degree in economics or finance a plus; 7+ years of professional work experience 5+ years of experience in fund accounting or performance related environment preferred Knowledge of performance, attribution, and multi-asset class investment strategies Familiar with blockchain technology, various cryptocurrencies and digital asset types, and market regulations and dynamics Passion and curiosity for digital asset technologies and performance Exposure to performance metrics and methodologies in the cryptocurrency industry Experience in defining business requirements to support technical specifications Ability to communicate effectively with both technical and non-technical teams Implement performance improvement initiatives based on data-driven analysis and market trends Lead cross-functional teams and influence without authority Attention to detail and ability to excel in a fast-paced environment Strong Microsoft office skills required (Excel, Word, PowerPoint) Comfortable navigating ambiguity and ability to adapt/reprioritize tasks as necessary Ability to problem solve complex data issues and effectively communicate to clients and other stakeholders Managing relationships with the department's client groups and business partners Delivering accurate and timely reporting on investment performance and attribution to all of Fidelity's advisors Compiling, analyzing, and validating performance and attribution results that are distributed across the organization and externally Analyzing and interpreting portfolio performance and identifying the factors impacting performance such as industry, market cap, security selection, or other market factors Responding to adhoc inquiries from portfolio managers, senior leaders and other clients/business partners Note: Fidelity is not providing immigration sponsorship for this position. The Team The Performance, Attribution and Product Disclosure team responds to investment staff inquiries and supports their information needs with respect to portfolio performance and attribution. The group is responsible for daily monitoring of portfolio, index and third-party data, and validation of performance and attribution results ensuring data quality for internal users and downstream deliverables. The team produces daily, periodic (monthly/quarterly), and adhoc reports that decompose portfolio returns on an absolute and relative basis. These results are used in marketing material, public reporting, and portfolio management. The team provides adhoc performance and attribution analysis to the investment staff and senior leaders. Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to . Certifications: Category: Investment Operations Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. We welcome those with experience in jobs such as Senior Accountant, Accounts Receivable Clerk, and Controller and others in the Accounting and Finance to apply.
Job Description: The Role Are you a hardworking and proactive analyst who thrives in a collaborative fast paced environment? If so, come continue to build your career with Fidelity Investments! We are looking for a Senior Performance and Attribution Consultant who will support multiple types of investment performance reporting and analytics for a broad range of Fidelity portfolios, with an emphasis on digital assets. You will be responsible for fielding inquiries from the investment staff and senior leaders about performance and attribution results. You will work with index, accounting, and advisor analytics data for performance and attribution data needs. You will ensure that internal calculations accurately reflect the security and portfolio level performance of Fidelity Portfolios across all product types. You will be responsible for accurately executing the performance attribution data quality processes and procedures daily, in addition to driving enhancements. You will ensure performance and attribution reporting results across product types are delivered to the investment staff, investment product managers, and senior leaders. You will collaborate with various teams to lead initiatives and define business requirements. The Expertise and Skills You Bring Bachelor's degree in economics or finance a plus; 7+ years of professional work experience 5+ years of experience in fund accounting or performance related environment preferred Knowledge of performance, attribution, and multi-asset class investment strategies Familiar with blockchain technology, various cryptocurrencies and digital asset types, and market regulations and dynamics Passion and curiosity for digital asset technologies and performance Exposure to performance metrics and methodologies in the cryptocurrency industry Experience in defining business requirements to support technical specifications Ability to communicate effectively with both technical and non-technical teams Implement performance improvement initiatives based on data-driven analysis and market trends Lead cross-functional teams and influence without authority Attention to detail and ability to excel in a fast-paced environment Strong Microsoft office skills required (Excel, Word, PowerPoint) Comfortable navigating ambiguity and ability to adapt/reprioritize tasks as necessary Ability to problem solve complex data issues and effectively communicate to clients and other stakeholders Managing relationships with the department's client groups and business partners Delivering accurate and timely reporting on investment performance and attribution to all of Fidelity's advisors Compiling, analyzing, and validating performance and attribution results that are distributed across the organization and externally Analyzing and interpreting portfolio performance and identifying the factors impacting performance such as industry, market cap, security selection, or other market factors Responding to adhoc inquiries from portfolio managers, senior leaders and other clients/business partners Note: Fidelity is not providing immigration sponsorship for this position. The Team The Performance, Attribution and Product Disclosure team responds to investment staff inquiries and supports their information needs with respect to portfolio performance and attribution. The group is responsible for daily monitoring of portfolio, index and third-party data, and validation of performance and attribution results ensuring data quality for internal users and downstream deliverables. The team produces daily, periodic (monthly/quarterly), and adhoc reports that decompose portfolio returns on an absolute and relative basis. These results are used in marketing material, public reporting, and portfolio management. The team provides adhoc performance and attribution analysis to the investment staff and senior leaders. Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to . Certifications: Category: Investment Operations Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. We welcome those with experience in jobs such as Accounting Manager, Senior Accountant, and Field Client Relationship Manager and others in the Accounting and Finance to apply.
03/24/2025
Full time
Job Description: The Role Are you a hardworking and proactive analyst who thrives in a collaborative fast paced environment? If so, come continue to build your career with Fidelity Investments! We are looking for a Senior Performance and Attribution Consultant who will support multiple types of investment performance reporting and analytics for a broad range of Fidelity portfolios, with an emphasis on digital assets. You will be responsible for fielding inquiries from the investment staff and senior leaders about performance and attribution results. You will work with index, accounting, and advisor analytics data for performance and attribution data needs. You will ensure that internal calculations accurately reflect the security and portfolio level performance of Fidelity Portfolios across all product types. You will be responsible for accurately executing the performance attribution data quality processes and procedures daily, in addition to driving enhancements. You will ensure performance and attribution reporting results across product types are delivered to the investment staff, investment product managers, and senior leaders. You will collaborate with various teams to lead initiatives and define business requirements. The Expertise and Skills You Bring Bachelor's degree in economics or finance a plus; 7+ years of professional work experience 5+ years of experience in fund accounting or performance related environment preferred Knowledge of performance, attribution, and multi-asset class investment strategies Familiar with blockchain technology, various cryptocurrencies and digital asset types, and market regulations and dynamics Passion and curiosity for digital asset technologies and performance Exposure to performance metrics and methodologies in the cryptocurrency industry Experience in defining business requirements to support technical specifications Ability to communicate effectively with both technical and non-technical teams Implement performance improvement initiatives based on data-driven analysis and market trends Lead cross-functional teams and influence without authority Attention to detail and ability to excel in a fast-paced environment Strong Microsoft office skills required (Excel, Word, PowerPoint) Comfortable navigating ambiguity and ability to adapt/reprioritize tasks as necessary Ability to problem solve complex data issues and effectively communicate to clients and other stakeholders Managing relationships with the department's client groups and business partners Delivering accurate and timely reporting on investment performance and attribution to all of Fidelity's advisors Compiling, analyzing, and validating performance and attribution results that are distributed across the organization and externally Analyzing and interpreting portfolio performance and identifying the factors impacting performance such as industry, market cap, security selection, or other market factors Responding to adhoc inquiries from portfolio managers, senior leaders and other clients/business partners Note: Fidelity is not providing immigration sponsorship for this position. The Team The Performance, Attribution and Product Disclosure team responds to investment staff inquiries and supports their information needs with respect to portfolio performance and attribution. The group is responsible for daily monitoring of portfolio, index and third-party data, and validation of performance and attribution results ensuring data quality for internal users and downstream deliverables. The team produces daily, periodic (monthly/quarterly), and adhoc reports that decompose portfolio returns on an absolute and relative basis. These results are used in marketing material, public reporting, and portfolio management. The team provides adhoc performance and attribution analysis to the investment staff and senior leaders. Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at . Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to . Certifications: Category: Investment Operations Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. We welcome those with experience in jobs such as Accounting Manager, Senior Accountant, and Field Client Relationship Manager and others in the Accounting and Finance to apply.
Job Description: Senior Financial Analyst, FI Finance (Product & Advisory Solutions Finance) Within Fidelity Institutional (FI), our team supports three leaders and organizations accountable for developing and marketing solutions designed to help FI's clients run their businesses, and for managing the FundsNetwork (FNW) platform on behalf of all Fidelity channels. The team's portfolio includes a breadth of products and services, spanning Fidelity and 3rd party investment products, marketing and thought leadership, brokerage and banking solutions, and managed account products and platforms. Further, the FundsNetwork team manages relationships with over 700 asset managers whose investment products are distributed through IWMS, Wealth and Brokerage, and WI. Our finance team plays a pivotal role in defining, executing, and ensuring the success of the products and services that comprise FI's and FNW's future-ready revenue model. The Purpose of Your Role Your role includes supporting and providing financial analyses related to new and existing products, supporting client/product pricing decisions, and developing and delivering product-related reporting. Success will require intellectual curiosity, comprehensive problem solving, independent thinking, confidence, and a strong work ethic. In this role, you will develop expertise related to decision support (i.e., business cases, strategic initiatives, and executive presentations), business performance evaluation, and business relationship management. You will collaborate with finance and business associates across the firm and will interact regularly with various members of FI's finance and business organizations. Note: Fidelity is not providing immigration sponsorship for this position The Expertise You Have Bachelor's degree in Finance, Accounting or Economics, and 4-6 years of relevant work experience Strong analytical, communication and financial modeling capabilities Thorough understanding of financial and accounting principles and how to apply them in business Strong knowledge of MS Excel and database querying techniques and proficiency in MS PowerPoint The Skills You Bring Intellectual curiosity and ability to ask questions in a variety of settings End-to-end problem-solving capabilities, from defining complex problems to synthesizing key points Project management skills and your ability to work effectively on multiple projects simultaneously Strength in consolidating information from multiple sources and working with large amounts of data Strong and accurate analytical capabilities and financial modeling skills Solid communication skills and confidence interacting with various levels within the organization Proactive and self-motivated drive to complete projects Ability to handle ambiguity and work under pressure in a dynamic environment The Value You Deliver Collaborating on multiple projects across different business segments and initiatives Providing on-going insight into the performance of FI and Enterprise initiatives such as Alternative Investments, Digital Assets, Model Portfolio/SMAs, Portfolio Construction Working with the FI Central Finance team and business partners to track key KPI results for scorecards and other senior management reporting Analyzing data, providing insights and recommendations to support business decisions including investments in new products or product enhancements, and product pricing strategy Supporting multiple client/product pricing processes to ensure FI receives a strong return on products and solutions Working effectively across our team to accomplish our objectives The base salary range for this position is $71,000-$112,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Certifications: Category: Finance We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
03/24/2025
Full time
Job Description: Senior Financial Analyst, FI Finance (Product & Advisory Solutions Finance) Within Fidelity Institutional (FI), our team supports three leaders and organizations accountable for developing and marketing solutions designed to help FI's clients run their businesses, and for managing the FundsNetwork (FNW) platform on behalf of all Fidelity channels. The team's portfolio includes a breadth of products and services, spanning Fidelity and 3rd party investment products, marketing and thought leadership, brokerage and banking solutions, and managed account products and platforms. Further, the FundsNetwork team manages relationships with over 700 asset managers whose investment products are distributed through IWMS, Wealth and Brokerage, and WI. Our finance team plays a pivotal role in defining, executing, and ensuring the success of the products and services that comprise FI's and FNW's future-ready revenue model. The Purpose of Your Role Your role includes supporting and providing financial analyses related to new and existing products, supporting client/product pricing decisions, and developing and delivering product-related reporting. Success will require intellectual curiosity, comprehensive problem solving, independent thinking, confidence, and a strong work ethic. In this role, you will develop expertise related to decision support (i.e., business cases, strategic initiatives, and executive presentations), business performance evaluation, and business relationship management. You will collaborate with finance and business associates across the firm and will interact regularly with various members of FI's finance and business organizations. Note: Fidelity is not providing immigration sponsorship for this position The Expertise You Have Bachelor's degree in Finance, Accounting or Economics, and 4-6 years of relevant work experience Strong analytical, communication and financial modeling capabilities Thorough understanding of financial and accounting principles and how to apply them in business Strong knowledge of MS Excel and database querying techniques and proficiency in MS PowerPoint The Skills You Bring Intellectual curiosity and ability to ask questions in a variety of settings End-to-end problem-solving capabilities, from defining complex problems to synthesizing key points Project management skills and your ability to work effectively on multiple projects simultaneously Strength in consolidating information from multiple sources and working with large amounts of data Strong and accurate analytical capabilities and financial modeling skills Solid communication skills and confidence interacting with various levels within the organization Proactive and self-motivated drive to complete projects Ability to handle ambiguity and work under pressure in a dynamic environment The Value You Deliver Collaborating on multiple projects across different business segments and initiatives Providing on-going insight into the performance of FI and Enterprise initiatives such as Alternative Investments, Digital Assets, Model Portfolio/SMAs, Portfolio Construction Working with the FI Central Finance team and business partners to track key KPI results for scorecards and other senior management reporting Analyzing data, providing insights and recommendations to support business decisions including investments in new products or product enhancements, and product pricing strategy Supporting multiple client/product pricing processes to ensure FI receives a strong return on products and solutions Working effectively across our team to accomplish our objectives The base salary range for this position is $71,000-$112,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Certifications: Category: Finance We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
TS Bank is seeking to hire a -Market President -for the Council Bluffs and Treynor market area. This position is responsible for coordinating the banking efforts and activities within a specified geographic market, by working with the organization-wide functional leader(s) of retail banking, wealth management services, ag banking, and credit risk to ensure a coordinated effort of business development, operations, and client services in the specified geographic market. Preferred Education and Experience: Bachelor's degree (B.A.) from four-year college or university in the field of business administration, include specific courses in accounting, finance, and economics; ten years related banking experience and/or training; or equivalent combination of education and experience. In addition, post graduate industry-specific education (e.g. School of Banking etc.). Location: -Council Bluffs, IA Experience and Skills: Provide differentiated coaching activities based on performance Oversee the development and growth of new business through external business development programs which align with the business plan Manage all aspects of the client relationship including business growth objectives, account maintenance and regulatory requirements Regularly assess local competition and identify local market opportunities Manage asset quality of portfolio by partnering closely with credit partner to ensure effective risk management of the portfolio Work closely with team members to ensure a coordinated approach to enhancing the client relationship Ensure cash management needs are identified and act on opportunities Integrate, communicate, and accelerate local market strategies, and execute sales and market management activities with a focus on building capabilities through performance management Will be more focused on the commercial banking, cash management, and the lending functions in the geographic market, while working with the organization-wide functional leader(s) on other functions. Provide input to direct supervisor and CEO on the overall management direction and control of all market functions. Participate in the bank's business development activities to promote the bank's products and services and ensure the maintenance of the bank's favorable image by representing the bank in civic, business, industry and social events and maintaining contact with present and potential banking clients. Regularly make out of the bank business calls on existing and potential clients. Keep abreast of all growth and business opportunities in the market place and recommend to the CEO those opportunities which appear most beneficial to the bank in terms of potential growth and profitability. Lead the commercial/business relationship manager team in the bank's business development activities in a specified geographic market through accountability standards set forth within the bank's sales managed environment, that is focused on growth of loans, deposits, and cash management services; along with an eye towards referral business to the retail and wealth management teams. Generate and maintain a credit portfolio that can be effectively managed in addition to the managerial/strategic duties of the Market President role. Work with the leader of wealth management services and senior leadership in the specified geographic market to ensure a coordinated effort of business development, operations, and client services between the retail and commercial areas of the bank. Utilize a "hands on approach" for developing banking relationships of present and potential clients. Through the interview process ascertain the right product for the borrower and depositor. Maintain knowledge of all the bank products and services to achieve comprehensive cross selling through qualified referrals to all areas of the bank. Work with the Director of Community Reinvestment on various bank financial donations and activities to various organizations with in the specified geographic market. Monitor bank personnel's involvement in community organizations and non-profit agencies to ensure the bank is appropriately represented. Work with the leader of credit risk (CCO) to originate, underwrite and close secured and unsecured commercial; agricultural and consumer loans in accordance with established credit objectives, policies and procedures; establish and maintain positive relationships with existing and potential clients. Pre-screen loan client prospects, identifying credit risk/needs and determine alignment with our expertise, performance, and profitability expectations. Assigns qualifying prospects to relationship manager best suited for prospect based upon area of expertise, level of experience and abilities in relation to the prospects needs. Work closely with the bank's credit relationship managers, credit analysts, and credit operations in underwriting loan requests into credit packages for appropriate approval; includes training, coaching, mentoring, overseeing, and evaluating team members in regard to credit underwriting, servicing, analysis, collections, loan structure/terms, collateral attachment/perfection, presentations and completion of loan documents. Utilize government programs when deemed necessary to meet client's credit needs. Actively participates in the bank's credit committee meetings. Strive diligently to work with relationship managers to have them maintain a quality portfolio with minimal delinquency. Counsel with relationship managers and borrowers and recommend remedies to resolve delinquencies. Work through troubles and seriously delinquent loans. Participate in the collection procedures and processes of the relationship officers to assure the timely collection of all delinquent accounts and develop revised loan repayment terms or schedules as necessary. If employee performs duties and activities that qualify them as a Mortgage Loan Originator, they will be required to meet all requirements to comply with the SAFE Act. Ability to perform all other duties as assigned. Comply with all banking and company regulations, policies, and procedures. Directly supervises assigned employees and performs administrative duties associated with staff management (e.g., trains employees, delegates work and ensures the completion of same, prepares and publishes work schedule, reviews and approves timesheets, coaches and counsels employees, prepares performance evaluations and conducts evaluation meetings, conducts staff meetings, makes salary and promotional recommendations, participates in recruitment, interview, and hiring process, administers progressive discipline, takes action regarding departmental activities and staff, approves/disapproves requests for leave time, notifies employees of mandatory training and bank meetings). Carry out supervisory responsibilities in accordance with the organization's policies and applicable laws. Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to effectively present information and respond to questions from employees of company and the general public. Must possess good communication skills. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. Ability to operate the following: telephone, personal computer, printer, copy machine, fax machine. Working knowledge of word processing, spreadsheet, and database software programs. Advanced PC knowledge beneficial. To effectively perform the job, must have reliable transportation to travel to and from work and other work-related events, meetings, interactions with clients, etc. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to use hands to finger, handle, or feel and reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Position may require the ability to work before or after normal business hours, including weekends and overnight travel, to meet required deadlines and attend meetings and/or training programs. - Competitive benefits package: Health and dental insurance Life insurance package Generous PTO and holiday package 401K contribution and match Professional development expense allowance Gym membership reimbursement Tuition reimbursement Paid volunteer time off (VTO) Wellness program - EEO Employer/Vet/Disabled TS Banking Group is a covered federal contractor or subcontractor subject to the requirements of the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), as amended . click apply for full job details
03/24/2025
Full time
TS Bank is seeking to hire a -Market President -for the Council Bluffs and Treynor market area. This position is responsible for coordinating the banking efforts and activities within a specified geographic market, by working with the organization-wide functional leader(s) of retail banking, wealth management services, ag banking, and credit risk to ensure a coordinated effort of business development, operations, and client services in the specified geographic market. Preferred Education and Experience: Bachelor's degree (B.A.) from four-year college or university in the field of business administration, include specific courses in accounting, finance, and economics; ten years related banking experience and/or training; or equivalent combination of education and experience. In addition, post graduate industry-specific education (e.g. School of Banking etc.). Location: -Council Bluffs, IA Experience and Skills: Provide differentiated coaching activities based on performance Oversee the development and growth of new business through external business development programs which align with the business plan Manage all aspects of the client relationship including business growth objectives, account maintenance and regulatory requirements Regularly assess local competition and identify local market opportunities Manage asset quality of portfolio by partnering closely with credit partner to ensure effective risk management of the portfolio Work closely with team members to ensure a coordinated approach to enhancing the client relationship Ensure cash management needs are identified and act on opportunities Integrate, communicate, and accelerate local market strategies, and execute sales and market management activities with a focus on building capabilities through performance management Will be more focused on the commercial banking, cash management, and the lending functions in the geographic market, while working with the organization-wide functional leader(s) on other functions. Provide input to direct supervisor and CEO on the overall management direction and control of all market functions. Participate in the bank's business development activities to promote the bank's products and services and ensure the maintenance of the bank's favorable image by representing the bank in civic, business, industry and social events and maintaining contact with present and potential banking clients. Regularly make out of the bank business calls on existing and potential clients. Keep abreast of all growth and business opportunities in the market place and recommend to the CEO those opportunities which appear most beneficial to the bank in terms of potential growth and profitability. Lead the commercial/business relationship manager team in the bank's business development activities in a specified geographic market through accountability standards set forth within the bank's sales managed environment, that is focused on growth of loans, deposits, and cash management services; along with an eye towards referral business to the retail and wealth management teams. Generate and maintain a credit portfolio that can be effectively managed in addition to the managerial/strategic duties of the Market President role. Work with the leader of wealth management services and senior leadership in the specified geographic market to ensure a coordinated effort of business development, operations, and client services between the retail and commercial areas of the bank. Utilize a "hands on approach" for developing banking relationships of present and potential clients. Through the interview process ascertain the right product for the borrower and depositor. Maintain knowledge of all the bank products and services to achieve comprehensive cross selling through qualified referrals to all areas of the bank. Work with the Director of Community Reinvestment on various bank financial donations and activities to various organizations with in the specified geographic market. Monitor bank personnel's involvement in community organizations and non-profit agencies to ensure the bank is appropriately represented. Work with the leader of credit risk (CCO) to originate, underwrite and close secured and unsecured commercial; agricultural and consumer loans in accordance with established credit objectives, policies and procedures; establish and maintain positive relationships with existing and potential clients. Pre-screen loan client prospects, identifying credit risk/needs and determine alignment with our expertise, performance, and profitability expectations. Assigns qualifying prospects to relationship manager best suited for prospect based upon area of expertise, level of experience and abilities in relation to the prospects needs. Work closely with the bank's credit relationship managers, credit analysts, and credit operations in underwriting loan requests into credit packages for appropriate approval; includes training, coaching, mentoring, overseeing, and evaluating team members in regard to credit underwriting, servicing, analysis, collections, loan structure/terms, collateral attachment/perfection, presentations and completion of loan documents. Utilize government programs when deemed necessary to meet client's credit needs. Actively participates in the bank's credit committee meetings. Strive diligently to work with relationship managers to have them maintain a quality portfolio with minimal delinquency. Counsel with relationship managers and borrowers and recommend remedies to resolve delinquencies. Work through troubles and seriously delinquent loans. Participate in the collection procedures and processes of the relationship officers to assure the timely collection of all delinquent accounts and develop revised loan repayment terms or schedules as necessary. If employee performs duties and activities that qualify them as a Mortgage Loan Originator, they will be required to meet all requirements to comply with the SAFE Act. Ability to perform all other duties as assigned. Comply with all banking and company regulations, policies, and procedures. Directly supervises assigned employees and performs administrative duties associated with staff management (e.g., trains employees, delegates work and ensures the completion of same, prepares and publishes work schedule, reviews and approves timesheets, coaches and counsels employees, prepares performance evaluations and conducts evaluation meetings, conducts staff meetings, makes salary and promotional recommendations, participates in recruitment, interview, and hiring process, administers progressive discipline, takes action regarding departmental activities and staff, approves/disapproves requests for leave time, notifies employees of mandatory training and bank meetings). Carry out supervisory responsibilities in accordance with the organization's policies and applicable laws. Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to effectively present information and respond to questions from employees of company and the general public. Must possess good communication skills. Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. Ability to operate the following: telephone, personal computer, printer, copy machine, fax machine. Working knowledge of word processing, spreadsheet, and database software programs. Advanced PC knowledge beneficial. To effectively perform the job, must have reliable transportation to travel to and from work and other work-related events, meetings, interactions with clients, etc. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee frequently is required to use hands to finger, handle, or feel and reach with hands and arms. The employee is occasionally required to stand; walk; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Position may require the ability to work before or after normal business hours, including weekends and overnight travel, to meet required deadlines and attend meetings and/or training programs. - Competitive benefits package: Health and dental insurance Life insurance package Generous PTO and holiday package 401K contribution and match Professional development expense allowance Gym membership reimbursement Tuition reimbursement Paid volunteer time off (VTO) Wellness program - EEO Employer/Vet/Disabled TS Banking Group is a covered federal contractor or subcontractor subject to the requirements of the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), as amended . click apply for full job details
Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wide range of locations and disciplines. We are at the forefront of change and move at an amazing pace, thanks to our remarkable people, who bring cutting-edge products and services to life for millions of customers every day. If you share in our passion for teamwork, our vision to revolutionize industries and our goal to lead the future in media and technology, we want you to fast-forward your career at Comcast. Job Summary Responsible for systems analysis and reporting in support of Business Continuity Management System (BCMS) activities (policy, planning, implementation and operation, performance assessment, management review, improvement, and documentation providing auditable evidence). Responsible for administration, development, and monitoring of the business continuity information system, providing overall subject matter expertise, strategy, consulting, and standards to the department and other stakeholders. Has in-depth experience, knowledge, and skills in own discipline. Usually determines own work priorities. Acts as resource for colleagues with less experience. Job Description Core Responsibilites: Manage and Maintain Fusion Risk Management System. Oversee the administration, configuration, development, testing, and maintenance of the Fusion Risk Management system on the Salesforce platform to ensure alignment to business continuity management system (BCMS) requirements and optimal performance. - Stakeholder Collaboration. Work closely with business continuity stakeholders to understand their needs and requirements, translating them into technical solutions and actionable insights. - Develop and Implement Dashboards. Create and maintain interactive dashboards and reports to support business continuity operations, providing actionable insights, and data visualization. - Ad Hoc Reporting. Generate ad hoc reports as needed to support various business continuity initiatives and decision-making processes. - Data Stewardship. Ensure data integrity, accuracy, and consistency within the Fusion Risk Management system, implementing best practices for data governance. - User Support and Training. Provide technical support and training to end-users of the Fusion Risk Management system, ensuring they can effectively utilize the system's features and functionalities. - System Integration. Collaborate with other system owners and resources to integrate the Fusion Risk Management system with other enterprise systems and data sources. - Business Continuity Planning. Assist in the development, implementation, and maintenance of business continuity plans and procedures, ensuring they are aligned with organizational goals and regulatory requirements. - Performance Monitoring. Monitor system performance and usage, identifying, and addressing any issues or areas for improvement to enhance system efficiency and user experience. - Continuous Improvement. Stay updated on industry trends and best practices in business continuity and risk management, recommending, and implementing improvements to the Fusion Risk Management system and related processes. Job responsibilities for this role will be in support of, and sometimes include, the following: - Maintain daily ingestion of data into BCO's comprehensive business continuity & emergency notification software, assisting, strategy decision making, plan development, data analytics, and compliance. - Discover new capabilities/ process improvements of business continuity & emergency notification software, working with management and vendor support to configure/ implement. - Facilitate the completion of Business Impact Assessments (BIAs), Technology Resiliency Analyses (TRAs), and Location Risk Assessments (LRAs) with business units in scope. - Support the maintenance of the emergency notification software and provide regular training. - Support crisis management events that may arise, identifying assets at risk and their impact, and distributing relevant continuity planning. - Gather auditable BC/DR information that will be reviewed by key stakeholders. - Support BCO in creation of summary reporting on various initiatives that will be distributed to senior management. - On call for deployment during crisis events, including leading CCCC calls, creation of SITuations REPorts (SITREPs), and execution of various CCCT services supporting various region, division and business unit Incident Management Teams (IMTs). Requires a strong understanding of DHS/FEMA NIMS/ICS principles. - Execute gap remediation activities identified after completion of Business Impact Assessments (BIAs), Technology Resiliency Analyses (TRAs), and Location Risk Assessments (LRAs), executing critical risk tolerance decisions balancing complex value vs. cost decisions. - Monitor and implement continuity strategies. - Coach business unit plan owners and assist in implementation for all relevant teams, technologies, and locations to have continuity plans commensurate with their level of criticality to key business processes. - Execute BCO program processes as necessary. - Execute awareness and training programs activities to promote and educate the enterprise on the business continuity program, including specified roles and responsibilities. - Execute BCMS plan maintenance and exercising across the enterprise, including training and support. - Maintain ongoing collaboration with business units on crisis management, emergency preparedness, and continuity activities and requirements. - Maintain relationships with vendors supporting program resources and initiatives. - Act as business continuity and crisis management point of contact for business unit peers/ stakeholders across various lines of business. - Conduct risk assessment, and program assessment. - Conduct gap analysis and remediation strategy development. - Participate in crisis activation and response management. - Participate business continuity program awareness promotion and training. - Document storage / repository. - Understanding of the principles of response. - Understanding of organizational culture. - Follow daily business operations and ensuring compliance with Company policies and procedures. - Follow and maintain internal controls to safeguard Company assets. - Adaptive flexibility, and intellectual curiosity. - Organization and time management skills. - Detail oriented. - Ability to prioritize. - Commitment and takes initiative. - Likely requires travel. - Consistent exercise of independent judgment and discretion in matters of significance. - Regular, consistent, and punctual attendance. Must be able to work nights and weekends, variable schedule(s) and overtime as necessary. - Other duties and responsibilities as assigned. Employees at all levels are expected to: - Understand our Operating Principles; make them the guidelines for how you do your job. - Own the customer experience think and act in ways that put our customers first, give them seamless digital options at every touchpoint, and make them promoters of our products and services. - Know your stuff, be enthusiastic learners, users and advocates of our game-changing technology, products and services, especially our digital tools and experiences. - Win as a team make big things happen by working together and being open to new ideas. - Be an active part of the Net Promoter System a way of working that brings more employee and customer feedback into the company by joining huddles, making call backs and helping us elevate opportunities to do better for our customers. - Drive results and growth. - Respect and promote inclusion & diversity. - Do what's right for each other, our customers, investors and our communities. Disclaimer: This information has been designed to indicate the general nature and level of work performed by employees in this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications. Comcast is proud to be an equal opportunity workplace. We will consider all qualified applicants for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information, or any other basis protected by applicable law. Skills: Business Intelligence (BI) Reporting; Program Management; Salesforce Platform; Change Management; Systems Analysis; Business Analysis; Business Continuity Base pay is one part of the Total Rewards that Comcast provides to compensate and recognize employees for their work. Most sales positions are eligible for a Commission under the terms of an applicable plan, while most non-sales positions are eligible for a Bonus. Additionally, Comcast provides best-in-class Benefits to eligible employees. We believe that benefits should connect you to the support you need when it matters most, and should help you care for those who matter most. That's why we provide an array of options, expert guidance and always-on tools, that are personalized to meet the needs of your reality - to help support you physically, financially and emotionally through the big milestones and in your everyday life . click apply for full job details
03/24/2025
Full time
Comcast brings together the best in media and technology. We drive innovation to create the world's best entertainment and online experiences. As a Fortune 50 leader, we set the pace in a variety of innovative and fascinating businesses and create career opportunities across a wide range of locations and disciplines. We are at the forefront of change and move at an amazing pace, thanks to our remarkable people, who bring cutting-edge products and services to life for millions of customers every day. If you share in our passion for teamwork, our vision to revolutionize industries and our goal to lead the future in media and technology, we want you to fast-forward your career at Comcast. Job Summary Responsible for systems analysis and reporting in support of Business Continuity Management System (BCMS) activities (policy, planning, implementation and operation, performance assessment, management review, improvement, and documentation providing auditable evidence). Responsible for administration, development, and monitoring of the business continuity information system, providing overall subject matter expertise, strategy, consulting, and standards to the department and other stakeholders. Has in-depth experience, knowledge, and skills in own discipline. Usually determines own work priorities. Acts as resource for colleagues with less experience. Job Description Core Responsibilites: Manage and Maintain Fusion Risk Management System. Oversee the administration, configuration, development, testing, and maintenance of the Fusion Risk Management system on the Salesforce platform to ensure alignment to business continuity management system (BCMS) requirements and optimal performance. - Stakeholder Collaboration. Work closely with business continuity stakeholders to understand their needs and requirements, translating them into technical solutions and actionable insights. - Develop and Implement Dashboards. Create and maintain interactive dashboards and reports to support business continuity operations, providing actionable insights, and data visualization. - Ad Hoc Reporting. Generate ad hoc reports as needed to support various business continuity initiatives and decision-making processes. - Data Stewardship. Ensure data integrity, accuracy, and consistency within the Fusion Risk Management system, implementing best practices for data governance. - User Support and Training. Provide technical support and training to end-users of the Fusion Risk Management system, ensuring they can effectively utilize the system's features and functionalities. - System Integration. Collaborate with other system owners and resources to integrate the Fusion Risk Management system with other enterprise systems and data sources. - Business Continuity Planning. Assist in the development, implementation, and maintenance of business continuity plans and procedures, ensuring they are aligned with organizational goals and regulatory requirements. - Performance Monitoring. Monitor system performance and usage, identifying, and addressing any issues or areas for improvement to enhance system efficiency and user experience. - Continuous Improvement. Stay updated on industry trends and best practices in business continuity and risk management, recommending, and implementing improvements to the Fusion Risk Management system and related processes. Job responsibilities for this role will be in support of, and sometimes include, the following: - Maintain daily ingestion of data into BCO's comprehensive business continuity & emergency notification software, assisting, strategy decision making, plan development, data analytics, and compliance. - Discover new capabilities/ process improvements of business continuity & emergency notification software, working with management and vendor support to configure/ implement. - Facilitate the completion of Business Impact Assessments (BIAs), Technology Resiliency Analyses (TRAs), and Location Risk Assessments (LRAs) with business units in scope. - Support the maintenance of the emergency notification software and provide regular training. - Support crisis management events that may arise, identifying assets at risk and their impact, and distributing relevant continuity planning. - Gather auditable BC/DR information that will be reviewed by key stakeholders. - Support BCO in creation of summary reporting on various initiatives that will be distributed to senior management. - On call for deployment during crisis events, including leading CCCC calls, creation of SITuations REPorts (SITREPs), and execution of various CCCT services supporting various region, division and business unit Incident Management Teams (IMTs). Requires a strong understanding of DHS/FEMA NIMS/ICS principles. - Execute gap remediation activities identified after completion of Business Impact Assessments (BIAs), Technology Resiliency Analyses (TRAs), and Location Risk Assessments (LRAs), executing critical risk tolerance decisions balancing complex value vs. cost decisions. - Monitor and implement continuity strategies. - Coach business unit plan owners and assist in implementation for all relevant teams, technologies, and locations to have continuity plans commensurate with their level of criticality to key business processes. - Execute BCO program processes as necessary. - Execute awareness and training programs activities to promote and educate the enterprise on the business continuity program, including specified roles and responsibilities. - Execute BCMS plan maintenance and exercising across the enterprise, including training and support. - Maintain ongoing collaboration with business units on crisis management, emergency preparedness, and continuity activities and requirements. - Maintain relationships with vendors supporting program resources and initiatives. - Act as business continuity and crisis management point of contact for business unit peers/ stakeholders across various lines of business. - Conduct risk assessment, and program assessment. - Conduct gap analysis and remediation strategy development. - Participate in crisis activation and response management. - Participate business continuity program awareness promotion and training. - Document storage / repository. - Understanding of the principles of response. - Understanding of organizational culture. - Follow daily business operations and ensuring compliance with Company policies and procedures. - Follow and maintain internal controls to safeguard Company assets. - Adaptive flexibility, and intellectual curiosity. - Organization and time management skills. - Detail oriented. - Ability to prioritize. - Commitment and takes initiative. - Likely requires travel. - Consistent exercise of independent judgment and discretion in matters of significance. - Regular, consistent, and punctual attendance. Must be able to work nights and weekends, variable schedule(s) and overtime as necessary. - Other duties and responsibilities as assigned. Employees at all levels are expected to: - Understand our Operating Principles; make them the guidelines for how you do your job. - Own the customer experience think and act in ways that put our customers first, give them seamless digital options at every touchpoint, and make them promoters of our products and services. - Know your stuff, be enthusiastic learners, users and advocates of our game-changing technology, products and services, especially our digital tools and experiences. - Win as a team make big things happen by working together and being open to new ideas. - Be an active part of the Net Promoter System a way of working that brings more employee and customer feedback into the company by joining huddles, making call backs and helping us elevate opportunities to do better for our customers. - Drive results and growth. - Respect and promote inclusion & diversity. - Do what's right for each other, our customers, investors and our communities. Disclaimer: This information has been designed to indicate the general nature and level of work performed by employees in this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications. Comcast is proud to be an equal opportunity workplace. We will consider all qualified applicants for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information, or any other basis protected by applicable law. Skills: Business Intelligence (BI) Reporting; Program Management; Salesforce Platform; Change Management; Systems Analysis; Business Analysis; Business Continuity Base pay is one part of the Total Rewards that Comcast provides to compensate and recognize employees for their work. Most sales positions are eligible for a Commission under the terms of an applicable plan, while most non-sales positions are eligible for a Bonus. Additionally, Comcast provides best-in-class Benefits to eligible employees. We believe that benefits should connect you to the support you need when it matters most, and should help you care for those who matter most. That's why we provide an array of options, expert guidance and always-on tools, that are personalized to meet the needs of your reality - to help support you physically, financially and emotionally through the big milestones and in your everyday life . click apply for full job details
Job Description: Senior Financial Analyst, FI Finance (Product & Advisory Solutions Finance) Within Fidelity Institutional (FI), our team supports three leaders and organizations accountable for developing and marketing solutions designed to help FI's clients run their businesses, and for managing the FundsNetwork (FNW) platform on behalf of all Fidelity channels. The team's portfolio includes a breadth of products and services, spanning Fidelity and 3rd party investment products, marketing and thought leadership, brokerage and banking solutions, and managed account products and platforms. Further, the FundsNetwork team manages relationships with over 700 asset managers whose investment products are distributed through IWMS, Wealth and Brokerage, and WI. Our finance team plays a pivotal role in defining, executing, and ensuring the success of the products and services that comprise FI's and FNW's future-ready revenue model. The Purpose of Your Role Your role includes supporting and providing financial analyses related to new and existing products, supporting client/product pricing decisions, and developing and delivering product-related reporting. Success will require intellectual curiosity, comprehensive problem solving, independent thinking, confidence, and a strong work ethic. In this role, you will develop expertise related to decision support (i.e., business cases, strategic initiatives, and executive presentations), business performance evaluation, and business relationship management. You will collaborate with finance and business associates across the firm and will interact regularly with various members of FI's finance and business organizations. Note: Fidelity is not providing immigration sponsorship for this position The Expertise You Have Bachelor's degree in Finance, Accounting or Economics, and 4-6 years of relevant work experience Strong analytical, communication and financial modeling capabilities Thorough understanding of financial and accounting principles and how to apply them in business Strong knowledge of MS Excel and database querying techniques and proficiency in MS PowerPoint The Skills You Bring Intellectual curiosity and ability to ask questions in a variety of settings End-to-end problem-solving capabilities, from defining complex problems to synthesizing key points Project management skills and your ability to work effectively on multiple projects simultaneously Strength in consolidating information from multiple sources and working with large amounts of data Strong and accurate analytical capabilities and financial modeling skills Solid communication skills and confidence interacting with various levels within the organization Proactive and self-motivated drive to complete projects Ability to handle ambiguity and work under pressure in a dynamic environment The Value You Deliver Collaborating on multiple projects across different business segments and initiatives Providing on-going insight into the performance of FI and Enterprise initiatives such as Alternative Investments, Digital Assets, Model Portfolio/SMAs, Portfolio Construction Working with the FI Central Finance team and business partners to track key KPI results for scorecards and other senior management reporting Analyzing data, providing insights and recommendations to support business decisions including investments in new products or product enhancements, and product pricing strategy Supporting multiple client/product pricing processes to ensure FI receives a strong return on products and solutions Working effectively across our team to accomplish our objectives The base salary range for this position is $71,000-$112,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Certifications: Category: Finance We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
03/24/2025
Full time
Job Description: Senior Financial Analyst, FI Finance (Product & Advisory Solutions Finance) Within Fidelity Institutional (FI), our team supports three leaders and organizations accountable for developing and marketing solutions designed to help FI's clients run their businesses, and for managing the FundsNetwork (FNW) platform on behalf of all Fidelity channels. The team's portfolio includes a breadth of products and services, spanning Fidelity and 3rd party investment products, marketing and thought leadership, brokerage and banking solutions, and managed account products and platforms. Further, the FundsNetwork team manages relationships with over 700 asset managers whose investment products are distributed through IWMS, Wealth and Brokerage, and WI. Our finance team plays a pivotal role in defining, executing, and ensuring the success of the products and services that comprise FI's and FNW's future-ready revenue model. The Purpose of Your Role Your role includes supporting and providing financial analyses related to new and existing products, supporting client/product pricing decisions, and developing and delivering product-related reporting. Success will require intellectual curiosity, comprehensive problem solving, independent thinking, confidence, and a strong work ethic. In this role, you will develop expertise related to decision support (i.e., business cases, strategic initiatives, and executive presentations), business performance evaluation, and business relationship management. You will collaborate with finance and business associates across the firm and will interact regularly with various members of FI's finance and business organizations. Note: Fidelity is not providing immigration sponsorship for this position The Expertise You Have Bachelor's degree in Finance, Accounting or Economics, and 4-6 years of relevant work experience Strong analytical, communication and financial modeling capabilities Thorough understanding of financial and accounting principles and how to apply them in business Strong knowledge of MS Excel and database querying techniques and proficiency in MS PowerPoint The Skills You Bring Intellectual curiosity and ability to ask questions in a variety of settings End-to-end problem-solving capabilities, from defining complex problems to synthesizing key points Project management skills and your ability to work effectively on multiple projects simultaneously Strength in consolidating information from multiple sources and working with large amounts of data Strong and accurate analytical capabilities and financial modeling skills Solid communication skills and confidence interacting with various levels within the organization Proactive and self-motivated drive to complete projects Ability to handle ambiguity and work under pressure in a dynamic environment The Value You Deliver Collaborating on multiple projects across different business segments and initiatives Providing on-going insight into the performance of FI and Enterprise initiatives such as Alternative Investments, Digital Assets, Model Portfolio/SMAs, Portfolio Construction Working with the FI Central Finance team and business partners to track key KPI results for scorecards and other senior management reporting Analyzing data, providing insights and recommendations to support business decisions including investments in new products or product enhancements, and product pricing strategy Supporting multiple client/product pricing processes to ensure FI receives a strong return on products and solutions Working effectively across our team to accomplish our objectives The base salary range for this position is $71,000-$112,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Certifications: Category: Finance We welcome those with experience in jobs such as General, General, and General and others in the General to apply.
Sr. Business Analyst - Business, Cards, & Payments Summary: As a Senior Business Analyst at Capital One, you will apply your strategic and analytical skills to major company challenges. You will team with world-class professionals to develop and test strategies that ultimately impact the bottom line. And you will do it all in a collaborative environment that values your insight, encourages you to take on new responsibility, promotes continuous learning, and rewards innovation. General Responsibilities: Analysis: Identify business challenges and opportunities for improvement and solve for them using analysis to make strategic or tactical recommendations Product: Perform modeling/analytics to assist new product and pricing strategies for various lending products Marketing: Support direct-to-consumer marketing efforts for select products, and strategic intent for products distributed through the retail channel. Help build targeted insights to inform the design and development of new customer experiences, as well as breakthrough technology and concepts designed to deliver on new go to market strategies Credit Risk: Support step-change improvements in credit performance by connecting drivers of future consumer credit trends to historical behavior, creating risk models, and testing hypotheses using rigorous monitoring and analysis Execution: Involve problem frame-works, develop hypotheses, test and analysis, solution development, scope operational feasibility, lead implementation efforts and develop a monitoring plan Partnership: Work closely with colleagues across Capital One including: IT, Sales, Operations, Finance and others to drive improvement in quality, volume, service, and profitability Strategic & analytic orientation: A proven track record of decision making and problem solving based on analytics. Conceptual thinking skills must be complemented by a strong quantitative orientation, given that a large part of the business is based on rigorous analytic marketing & credit risk management Strong business judgment, leadership and integrity: He/she should be a tenacious decision maker, able to bring a healthy, aggressive, yet responsible approach to business Strong communication skills: Impeccable written and oral communication credentials, coupled with strategic influencing skills and the ability to drive agreement through intellect, interpersonal and negotiation skills Clear results orientation: display an intense focus on achieving both short and long term goals. He/she should be able to drive and execute an agenda in an uncertain and fluid environment Successful track record of thriving in a fast paced, entrepreneurial and dynamic environment. Previous consulting experience is a plus Basic Qualifications: Bachelor's Degree in any quantitative field (Business, Math, Economics, Finance, Statistics, Science, Engineering) At least 1 year of experience in analysis Preferred Qualifications: Master's Degree in Business or quantitative field such as Finance, Economics, Physical Sciences, Math, Statistics, Engineering 1+ years of experience in Statistical model building 1+ years of experience in market research 1+ years of experience in SQL querying 2+ years of experience in business analysis 1+ years of experience in consulting Capital One will consider sponsoring a new qualified applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. McLean, VA: $109,000 - $124,400 for Sr. Business Analyst Richmond, VA: $99,100 - $113,100 for Sr. Business Analyst Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
03/24/2025
Full time
Sr. Business Analyst - Business, Cards, & Payments Summary: As a Senior Business Analyst at Capital One, you will apply your strategic and analytical skills to major company challenges. You will team with world-class professionals to develop and test strategies that ultimately impact the bottom line. And you will do it all in a collaborative environment that values your insight, encourages you to take on new responsibility, promotes continuous learning, and rewards innovation. General Responsibilities: Analysis: Identify business challenges and opportunities for improvement and solve for them using analysis to make strategic or tactical recommendations Product: Perform modeling/analytics to assist new product and pricing strategies for various lending products Marketing: Support direct-to-consumer marketing efforts for select products, and strategic intent for products distributed through the retail channel. Help build targeted insights to inform the design and development of new customer experiences, as well as breakthrough technology and concepts designed to deliver on new go to market strategies Credit Risk: Support step-change improvements in credit performance by connecting drivers of future consumer credit trends to historical behavior, creating risk models, and testing hypotheses using rigorous monitoring and analysis Execution: Involve problem frame-works, develop hypotheses, test and analysis, solution development, scope operational feasibility, lead implementation efforts and develop a monitoring plan Partnership: Work closely with colleagues across Capital One including: IT, Sales, Operations, Finance and others to drive improvement in quality, volume, service, and profitability Strategic & analytic orientation: A proven track record of decision making and problem solving based on analytics. Conceptual thinking skills must be complemented by a strong quantitative orientation, given that a large part of the business is based on rigorous analytic marketing & credit risk management Strong business judgment, leadership and integrity: He/she should be a tenacious decision maker, able to bring a healthy, aggressive, yet responsible approach to business Strong communication skills: Impeccable written and oral communication credentials, coupled with strategic influencing skills and the ability to drive agreement through intellect, interpersonal and negotiation skills Clear results orientation: display an intense focus on achieving both short and long term goals. He/she should be able to drive and execute an agenda in an uncertain and fluid environment Successful track record of thriving in a fast paced, entrepreneurial and dynamic environment. Previous consulting experience is a plus Basic Qualifications: Bachelor's Degree in any quantitative field (Business, Math, Economics, Finance, Statistics, Science, Engineering) At least 1 year of experience in analysis Preferred Qualifications: Master's Degree in Business or quantitative field such as Finance, Economics, Physical Sciences, Math, Statistics, Engineering 1+ years of experience in Statistical model building 1+ years of experience in market research 1+ years of experience in SQL querying 2+ years of experience in business analysis 1+ years of experience in consulting Capital One will consider sponsoring a new qualified applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. McLean, VA: $109,000 - $124,400 for Sr. Business Analyst Richmond, VA: $99,100 - $113,100 for Sr. Business Analyst Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to sex (including pregnancy, childbirth or related medical conditions), race, color, age, national origin, religion, disability, genetic information, marital status, sexual orientation, gender identity, gender reassignment, citizenship, immigration status, protected veteran status, or any other basis prohibited under applicable federal, state or local law. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Who We Are: At OPENLANE we make wholesale easy so our customers can be more successful. We're a technology company building the world's most advanced-and uncomplicated-digital marketplace for used vehicles. We're a data company helping customers buy and sell smarter with clear, actionable insights they can understand and use. And we're an innovation company accelerating the future of wholesale remarketing through curiosity, collaboration, and an entrepreneurial spirit. Our Values: Driven Waybuilders. We pursue challenges that inspire us to build, create, and innovate. Relentless Curiosity. We seek to understand and improve our customers' experience. Smart Risk-Taking. We transform risk into progress through data, experience, and intuition. Fearless Ownership. We deliver what we promise and learn along the way . The Role: Reporting to the Director of External Reporting, the Senior Financial Reporting Analyst will assist with monthly/quarterly accounting responsibilities as well as coordinate special projects and research accounting issues that arise. This individual will assist in producing accurate financial statements that are in compliance with Generally Accepted Accounting Principles ("GAAP") and assist in the preparation of reports to be filed with the Securities and Exchange Commission ("SEC"). You Will: Assist with the preparation of consolidated financial statements and perform consolidated accounting analyses. Assist in the preparation of quarterly reports on Form 10-Q and the annual report on Form 10-K, as well as the preparation of other SEC filings. Collect and maintain all supporting documentation for financial and statistical data included in SEC filings. This process requires that a tie-out of all such information be performed for all applicable SEC filings. Assist with XBRL projects and initiatives. Ensure that the quarterly and annual financial statements and footnotes are in compliance with current XBRL rules and regulations. Provide the necessary assistance and information to external auditors as needed. Assist in the review of Investor Relations presentations to ensure that all information included is accurate and publicly available. Assist with transaction specific corporate analysis and technical GAAP and SEC research. Perform research and assist in developing an implementation strategy for new accounting rules or pronouncements. Provide business development accounting guidance and due diligence as needed. Ensure proper follow-through on all directives from the Corporate Office and the Chief Accounting Officer. Maintain a good flow of communication with the department employees and within the company. Assist in developing financial policies and provide support to the finance team regarding financial policy interpretations. Assist in designing, implementing and executing proper internal controls over financial reporting. Assist in the preparation of Audit Committee and Board of Directors presentations. Must Haves: Bachelor's Degree in Accounting/Finance 3-5 years public accounting experience and/or prior corporate accounting experience required SEC & XBRL experience is preferred; CPA preferred. What We Offer: Competitive pay Medical, dental, and vision benefits with employer HSA contributions (US) and FSA options (US) Immediately vested 401K (US) or RRSP (Canada) with company match Paid Vacation, Personal, and Sick Time Paid maternity and paternity leave (US) Employer-paid short-term disability, long-term disability, life insurance, and AD&D Robust Employee Assistance Program Employer paid Leap into Service Day to volunteer Tuition Reimbursement for eligible programs Opportunities to expand your skill set and share your knowledge across a publicly traded, global organization Company culture of internal promotions, diverse career paths, and rapid advancement
03/24/2025
Full time
Who We Are: At OPENLANE we make wholesale easy so our customers can be more successful. We're a technology company building the world's most advanced-and uncomplicated-digital marketplace for used vehicles. We're a data company helping customers buy and sell smarter with clear, actionable insights they can understand and use. And we're an innovation company accelerating the future of wholesale remarketing through curiosity, collaboration, and an entrepreneurial spirit. Our Values: Driven Waybuilders. We pursue challenges that inspire us to build, create, and innovate. Relentless Curiosity. We seek to understand and improve our customers' experience. Smart Risk-Taking. We transform risk into progress through data, experience, and intuition. Fearless Ownership. We deliver what we promise and learn along the way . The Role: Reporting to the Director of External Reporting, the Senior Financial Reporting Analyst will assist with monthly/quarterly accounting responsibilities as well as coordinate special projects and research accounting issues that arise. This individual will assist in producing accurate financial statements that are in compliance with Generally Accepted Accounting Principles ("GAAP") and assist in the preparation of reports to be filed with the Securities and Exchange Commission ("SEC"). You Will: Assist with the preparation of consolidated financial statements and perform consolidated accounting analyses. Assist in the preparation of quarterly reports on Form 10-Q and the annual report on Form 10-K, as well as the preparation of other SEC filings. Collect and maintain all supporting documentation for financial and statistical data included in SEC filings. This process requires that a tie-out of all such information be performed for all applicable SEC filings. Assist with XBRL projects and initiatives. Ensure that the quarterly and annual financial statements and footnotes are in compliance with current XBRL rules and regulations. Provide the necessary assistance and information to external auditors as needed. Assist in the review of Investor Relations presentations to ensure that all information included is accurate and publicly available. Assist with transaction specific corporate analysis and technical GAAP and SEC research. Perform research and assist in developing an implementation strategy for new accounting rules or pronouncements. Provide business development accounting guidance and due diligence as needed. Ensure proper follow-through on all directives from the Corporate Office and the Chief Accounting Officer. Maintain a good flow of communication with the department employees and within the company. Assist in developing financial policies and provide support to the finance team regarding financial policy interpretations. Assist in designing, implementing and executing proper internal controls over financial reporting. Assist in the preparation of Audit Committee and Board of Directors presentations. Must Haves: Bachelor's Degree in Accounting/Finance 3-5 years public accounting experience and/or prior corporate accounting experience required SEC & XBRL experience is preferred; CPA preferred. What We Offer: Competitive pay Medical, dental, and vision benefits with employer HSA contributions (US) and FSA options (US) Immediately vested 401K (US) or RRSP (Canada) with company match Paid Vacation, Personal, and Sick Time Paid maternity and paternity leave (US) Employer-paid short-term disability, long-term disability, life insurance, and AD&D Robust Employee Assistance Program Employer paid Leap into Service Day to volunteer Tuition Reimbursement for eligible programs Opportunities to expand your skill set and share your knowledge across a publicly traded, global organization Company culture of internal promotions, diverse career paths, and rapid advancement
Business Control & Risk Management Senior Analyst - RCSA - Hybrid Boston or Dallas Country: United States of America Business Control & Risk Management Senior Analyst Ideal candidate needs RCSA, SOX, and/or Internal Audit experience where the emphasis is on process mapping, risk assessment, control testing, and associated documentation. Must be able to work 3 days a week in a hybrid role in either Boston, MA, or Dallas, TX. Job Profile - The Senior Analyst, Business Control and Risk Management operates within the First Line of Defense (FLoD) and is accountable for assisting the Business Control and Risk Management team in driving effective and consistent business line execution against the Enterprise Risk Management Framework. Specifically, the Senior Analyst works to identify and assess key risks throughout the assigned business line by driving business unit compliance with applicable risk frameworks/policies and standards. The Senior Analyst will become a subject matter expert and assist with the completion of business line risk initiatives, as assigned, such as risk assessments, RCSA process buildout and ongoing monitoring, CPI identification and monitoring, adherence to program deadlines, and on-time issue remediation. This individual must be able to partner with various stakeholders effectively. Helps support the review and challenge process, within Santander, on the effective design and management of controls to mitigate risks as required by Control Standards and Governmental Regulatory requirements. Adheres to regulatory requirements by identifying, assessing, and mitigating risks related to financial transactions, data privacy, anti-money laundering (AML) regulations, and customer protection laws. Includes implementation and operation, conducting the control monitoring/testing, handling deficiencies, and escalating issues for resolution. Job Description - Ensures transparency of business results, finance, and processes. Typically, organizes a reporting system and tracks goal accomplishment, collects, and processes data, and provides managers with all necessary company management data and information. Essential Functions/Responsibility Statements - Drive Risk Culture: Ensure awareness in the Business Line of risk frameworks, policies, and standards. Financial Risk Management with auditing and risk / process mapping. Risk Assessment and control identification for financial process. Communication & Training: A point of contact for receipt and distribution of risk-related information between Single Line of Defense (SLoD) risk teams and FLoD Business Lines. Maintain two-way communications with SLoD and other key stakeholders. Facilitate training for Business Lines to provide awareness of risk frameworks, policies, programs, and processes. Adherence to Risk Frameworks, Policies, and Standards: Assist with Business Line awareness of and adherence to risk frameworks, policies, and standards through internal control testing and issue validation. Report and escalate exceptions and facilitate Business Line corrective actions. Adhere to key Financial Governance Compliance (i.e., Governance Risk Compliance (GRC) system, Liquidity Risk Management standards, RCSA and Issue Management Standards). Issue Identification, Management, and Risk Assessment: Conduct RCSA responsibilities - Process Mapping, Risk & Control Matrices, Inherent Risk Assessments, Internal Quality Control testing, and Heracles data/input and issue escalation. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education - Bachelor's Degree in Finance, Accounting, Risk Management, Business, or equivalent work experience. Work Experience - 3-5 years of Risk Control Compliance Management, Compliance with 1st Line of Defense RCSA activities, Control Testing Process, Internal Audit protocols. Skills and Abilities - Develop knowledge of relevant regulatory compliance, industry regulations, and regulatory data sources. Knowledge and working understanding of additional auditing standards, theories, concepts, and terms (including Enterprise Risk, RCSA Framework, Sarbanes-Oxley, COBIT, and the COSO Integrated Control Framework). Issue management experience (validation, mapping to controls, remediation planning, and assistance with tracking and reporting). Knowledge and experience with IT risk management and automated vs manual control environments. Control testing experience including population evaluation, sample selections, test script creation and testing to assess control effectiveness. Operational Risk Management Experience. Have an audit mind-set. Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Office and SharePoint site management. Ideally, GRC, Tableau, Visio software knowledge Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional. EEO Statements - At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. Working Conditions - Frequent Minimal physical effort such as sitting, standing, and walking. Occasional moving and lifting equipment and furniture are required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, and climb ladders. Employer Rights - This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason. The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $52,500.00 USD Maximum: $87,500.00 USD Primary Location: Boston, MA, Boston Other Locations: Massachusetts-Boston,Texas-Dallas Organization: Santander Holdings USA, Inc. Salary: $52,500 - $87,500/year
03/24/2025
Full time
Business Control & Risk Management Senior Analyst - RCSA - Hybrid Boston or Dallas Country: United States of America Business Control & Risk Management Senior Analyst Ideal candidate needs RCSA, SOX, and/or Internal Audit experience where the emphasis is on process mapping, risk assessment, control testing, and associated documentation. Must be able to work 3 days a week in a hybrid role in either Boston, MA, or Dallas, TX. Job Profile - The Senior Analyst, Business Control and Risk Management operates within the First Line of Defense (FLoD) and is accountable for assisting the Business Control and Risk Management team in driving effective and consistent business line execution against the Enterprise Risk Management Framework. Specifically, the Senior Analyst works to identify and assess key risks throughout the assigned business line by driving business unit compliance with applicable risk frameworks/policies and standards. The Senior Analyst will become a subject matter expert and assist with the completion of business line risk initiatives, as assigned, such as risk assessments, RCSA process buildout and ongoing monitoring, CPI identification and monitoring, adherence to program deadlines, and on-time issue remediation. This individual must be able to partner with various stakeholders effectively. Helps support the review and challenge process, within Santander, on the effective design and management of controls to mitigate risks as required by Control Standards and Governmental Regulatory requirements. Adheres to regulatory requirements by identifying, assessing, and mitigating risks related to financial transactions, data privacy, anti-money laundering (AML) regulations, and customer protection laws. Includes implementation and operation, conducting the control monitoring/testing, handling deficiencies, and escalating issues for resolution. Job Description - Ensures transparency of business results, finance, and processes. Typically, organizes a reporting system and tracks goal accomplishment, collects, and processes data, and provides managers with all necessary company management data and information. Essential Functions/Responsibility Statements - Drive Risk Culture: Ensure awareness in the Business Line of risk frameworks, policies, and standards. Financial Risk Management with auditing and risk / process mapping. Risk Assessment and control identification for financial process. Communication & Training: A point of contact for receipt and distribution of risk-related information between Single Line of Defense (SLoD) risk teams and FLoD Business Lines. Maintain two-way communications with SLoD and other key stakeholders. Facilitate training for Business Lines to provide awareness of risk frameworks, policies, programs, and processes. Adherence to Risk Frameworks, Policies, and Standards: Assist with Business Line awareness of and adherence to risk frameworks, policies, and standards through internal control testing and issue validation. Report and escalate exceptions and facilitate Business Line corrective actions. Adhere to key Financial Governance Compliance (i.e., Governance Risk Compliance (GRC) system, Liquidity Risk Management standards, RCSA and Issue Management Standards). Issue Identification, Management, and Risk Assessment: Conduct RCSA responsibilities - Process Mapping, Risk & Control Matrices, Inherent Risk Assessments, Internal Quality Control testing, and Heracles data/input and issue escalation. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education - Bachelor's Degree in Finance, Accounting, Risk Management, Business, or equivalent work experience. Work Experience - 3-5 years of Risk Control Compliance Management, Compliance with 1st Line of Defense RCSA activities, Control Testing Process, Internal Audit protocols. Skills and Abilities - Develop knowledge of relevant regulatory compliance, industry regulations, and regulatory data sources. Knowledge and working understanding of additional auditing standards, theories, concepts, and terms (including Enterprise Risk, RCSA Framework, Sarbanes-Oxley, COBIT, and the COSO Integrated Control Framework). Issue management experience (validation, mapping to controls, remediation planning, and assistance with tracking and reporting). Knowledge and experience with IT risk management and automated vs manual control environments. Control testing experience including population evaluation, sample selections, test script creation and testing to assess control effectiveness. Operational Risk Management Experience. Have an audit mind-set. Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Office and SharePoint site management. Ideally, GRC, Tableau, Visio software knowledge Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional. EEO Statements - At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. Working Conditions - Frequent Minimal physical effort such as sitting, standing, and walking. Occasional moving and lifting equipment and furniture are required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, and climb ladders. Employer Rights - This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason. The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $52,500.00 USD Maximum: $87,500.00 USD Primary Location: Boston, MA, Boston Other Locations: Massachusetts-Boston,Texas-Dallas Organization: Santander Holdings USA, Inc. Salary: $52,500 - $87,500/year
Job Description: The Team Asset Management Risk provides direction to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in improving their controls and processes. The Position The Director, Asset Management Risk, Cryptocurrencies and Digital Assets will support general risk oversight for Digital Assets, Equity, High Income, Fixed Income, Managed Accounts, and Asset Allocation Investment Teams, with a focus on blockchain and cryptocurrency related business capabilities, products, and services. Responsibilities include gathering industry data, analyzing market trends, assessing internal processes, developing tools to measure and monitor for operational risks, and designing plans to mitigate potential risks that could adversely impact Fidelity, our clients, or associates. This role will be accountable for analyzing end-to-end processes, assessing related data and controls to identify potential risks, performing targeted data-driven risk assessments, and developing risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Additionally, the candidate should possess excellent SQL, programming, and data visualization skills. Strong organizational, presentation and writing skills are also important success factors, as is the ability to communicate effectively, often to a senior audience This role requires someone who is hard working, hungry to learn and achievement- and results-oriented. The Expertise You Have 7+ years of experience; prior experience in an operating role in the crypto industry, at a top-tier management consulting firm, an asset management / private equity / venture capital firm, or in investment banking Extensive experience with blockchain technology and digital assets, along with an understanding of their technical underpinnings In depth knowledge of data analysis techniques and visualization tools (e.g., Tableau) Extensive project management experience SQL and Python programming experience a plus Bachelor's degree required CFA and/or FRM certifications a plus The Skills You Bring Strong data analysis skills (e.g., tools, strategies) with proven experience querying and analyzing large data sets and assessing outcomes Skilled at operating autonomously to achieve results in a dynamic environment Thrives in a dynamic organization where priorities shift to respond to business Superb verbal and written communications skills Ability to build executive level presentations and data visualizations Outstanding relationship management skills; customer service orientation Strong collaborator; able to develop and maintain working relationships with peers Ability to influence others to get the job done and partner with other areas of Fidelity The Value You Deliver Analyzing data and controls to identify latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, interpretation of data analytics and conclusions. Actively perform proactive and targeted data analysis to identify risks for management. Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials. Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing. Note: Fidelity is not providing immigration sponsorship for this position Certifications: Category: Risk Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. We welcome those with experience in jobs such as Staff Accountant, Senior Accountant, and Financial Analyst and others in the Accounting and Finance to apply.
03/24/2025
Full time
Job Description: The Team Asset Management Risk provides direction to management and business units by proactively identifying and monitoring risks to protect the interests of the firm, clients, and associates. To execute this goal, Asset Management Risk is responsible for identifying, analyzing, aggregating, and reporting on significant and emerging risks to assist management in improving their controls and processes. The Position The Director, Asset Management Risk, Cryptocurrencies and Digital Assets will support general risk oversight for Digital Assets, Equity, High Income, Fixed Income, Managed Accounts, and Asset Allocation Investment Teams, with a focus on blockchain and cryptocurrency related business capabilities, products, and services. Responsibilities include gathering industry data, analyzing market trends, assessing internal processes, developing tools to measure and monitor for operational risks, and designing plans to mitigate potential risks that could adversely impact Fidelity, our clients, or associates. This role will be accountable for analyzing end-to-end processes, assessing related data and controls to identify potential risks, performing targeted data-driven risk assessments, and developing risk management reporting using data visualization tools. The ideal candidate will have demonstrated commitment and passion for risk management, asset management, and academic/or work experience in related markets or fields. Additionally, the candidate should possess excellent SQL, programming, and data visualization skills. Strong organizational, presentation and writing skills are also important success factors, as is the ability to communicate effectively, often to a senior audience This role requires someone who is hard working, hungry to learn and achievement- and results-oriented. The Expertise You Have 7+ years of experience; prior experience in an operating role in the crypto industry, at a top-tier management consulting firm, an asset management / private equity / venture capital firm, or in investment banking Extensive experience with blockchain technology and digital assets, along with an understanding of their technical underpinnings In depth knowledge of data analysis techniques and visualization tools (e.g., Tableau) Extensive project management experience SQL and Python programming experience a plus Bachelor's degree required CFA and/or FRM certifications a plus The Skills You Bring Strong data analysis skills (e.g., tools, strategies) with proven experience querying and analyzing large data sets and assessing outcomes Skilled at operating autonomously to achieve results in a dynamic environment Thrives in a dynamic organization where priorities shift to respond to business Superb verbal and written communications skills Ability to build executive level presentations and data visualizations Outstanding relationship management skills; customer service orientation Strong collaborator; able to develop and maintain working relationships with peers Ability to influence others to get the job done and partner with other areas of Fidelity The Value You Deliver Analyzing data and controls to identify latent and emerging risks. The results of this analysis will be compiled into comprehensive management reports, including visual aids, interpretation of data analytics and conclusions. Actively perform proactive and targeted data analysis to identify risks for management. Perform ad-hoc quality control reviews for presentations and reports built by the team to ensure the integrity of the materials. Partner with business units to ensure that controls are working as intended and to improve the efficiency and effectiveness of processing. Note: Fidelity is not providing immigration sponsorship for this position Certifications: Category: Risk Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. We welcome those with experience in jobs such as Staff Accountant, Senior Accountant, and Financial Analyst and others in the Accounting and Finance to apply.
University of Connecticut
Storrs Mansfield, Connecticut
Search #: 498940 Work type: Full-time Location: Storrs Campus Categories: Fiscal, Accounting and Budget JOB SUMMARY Reporting to the Director of Debt Management, the Financial Analyst 3 - Debt Management is responsible for leading and delivering the University's UConn 2000 Capital Program. The Financial Analyst advises the University's administration in municipal and strategic finance matters. The Financial Analyst is responsible for carrying out UConn's debt management strategy, ensuring the effective and efficient issuance of UConn 2000 bonds, investments, compliance, and disbursements, requiring comprehensive knowledge of the practices and principles in these areas. DUTIES AND RESPONSIBILITIES Responsible for the entire process of municipal bond issuance, including structuring, pricing, preparing related documents, and ensuring compliance with all legal and regulatory requirements for the UConn 2000 program across all UConn campuses (Storrs, regionals, and UConn Health).Serves as the primary resource and point of contact for all UConn 2000 general obligation and special obligation bond transactions, including:Working collaboratively with university leadership (including the President, Provost, CFO, General Counsel, and various VP's) to prepare bond offering documents, legal closing documents, presentations to external credit rating agencies, and due diligence sessions with external counsel;Working collaboratively with university service providers, including financial advisors, underwriters, bond counsel, trustee bank, and verification agent;Working collaboratively with the Office of the State Treasurer to issue bonds, which may include working on-site at the Treasurer's Office in Hartford, CT.Facilitates UConn 2000 bond compliance, including compliance with university bond indentures and continuing disclosure agreements, University policy and procedures, and Federal and State laws and regulations, including tax-exempt bond compliance under IRS rules, UConn 2000 legislation, and Municipal Securities Rulemaking Board (MSRB) and SEC requirements. Keeps abreast of rule changes impacting the University's debt portfolio, including IRS, SEC, and MSRB rules.Guides and provides advice to academic department leadership, the Office of the Vice President for Research, the Office of the General Counsel, University Planning, Design and Construction, Budget, Planning, and Institutional Research, and, UConn Health, to ensure the University initiatives conform to UConn 2000 compliance requirements. Secures approval from the Office of the State Treasurer and external bond counsel for university real property leases, equipment leases, and sales of land.Monitors bond fund investments, deposits to accounts, disbursements from accounts, and reconciliation of bond funds. Schedules maturities of financings in coordination with the Bursar and Director of Accounting.Keeps abreast of UConn 2000 long and short-term bond spending and financing requirements. Prepares debt projections regarding future University financings based on cash forecasts. Monitors the University's credit rating and fiscal health by analyzing financial results and projections. Updates the University's UConn 2000 investor relations website as needed. Prepares bond resolutions, organized reports, and other comprehensive materials including evidence-based recommendations for presentation to senior management, the University's Board of Trustees, the Connecticut General Assembly, and for filing with the MSRB. Assists the Director in creating, evaluating, and recommending debt management policies and procedures for the UConn 2000 Program.Leads and contributes to special projects that require in-depth subject matter expertise, coupled with strong research, analytical, and problem-solving skills.Performs other duties as required. MINIMUM QUALIFICATIONS Bachelor's degree in finance, business, accounting, economics, or related field and six (6) years experience working as an analyst, accountant, or in the area of debt management OR Master's degree in finance, accounting, business, economics, or related field, or CPA, and four (4) years related experience.One year of experience must be serving as a senior team member regularly performing the most advanced tasks of the work unit and other team members.Knowledge of accounting principles and reporting of financial data.Ability to collect, analyze, and interpret complex financial information.Demonstrated skill and experience in providing advice to executive management.Skilled in Microsoft Excel and Microsoft Word.Excellent communication and organizational skills. PREFERRED QUALIFICATIONS Master's degree in finance, business, accounting, economics, or related field, or CPA, CFA, or JD.Knowledge of the UCONN 2000 bond program.Experience working with bond counsel and tax counsel.Experience with managing a debt portfolio and/or issuing bonds. APPOINTMENT TERMS This is a full-time, permanent position. The University offers a competitive salary, and outstanding benefits, including employee and dependent tuition waivers at UConn, and a highly desirable work environment. For additional information regarding benefits visit: . Other rights, terms, and conditions of employment are contained in the collective bargaining agreement between the University of Connecticut and the University of Connecticut Professional Employees Association (UCPEA). TERMS AND CONDITIONS OF EMPLOYMENT Employment of the successful candidate is contingent upon the successful completion of a pre-employment criminal background check. TO APPLY Please apply online at , Staff Positions, Search to upload a resume, cover letter, and contact information for three (3) professional references. This job posting is scheduled to be removed at 11:55 p.m. Eastern time on March 30, 2025. All employees are subject to adherence to the State Code of Ethics which may be found at . All members of the University of Connecticut are expected to exhibit appreciation of, and contribute to, an inclusive, respectful, and diverse environment for the University community. The University of Connecticut aspires to create a community built on collaboration and belonging and has actively sought to create an inclusive culture within the workforce. The success of the University is dependent on the willingness of our diverse employee and student populations to share their rich perspectives and backgrounds in a respectful manner. This makes it essential for each member of our community to feel secure and welcomed and to thoroughly understand and believe that their ideas are respected by all. We strongly respect each individual employee's unique experiences and perspectives and encourage all members of the community to do the same. All applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. The University of Connecticut is an AA/EEO Employer. Advertised: Mar Eastern Standard Time Applications close: Mar Eastern Daylight Time Whatsapp Facebook LinkedIn Email App if (typeof SocialShareKit != 'undefined') SocialShareKit.init( forceInit: true, reinitialize: true, selector: '.social-share-kit .ssk' );
03/23/2025
Full time
Search #: 498940 Work type: Full-time Location: Storrs Campus Categories: Fiscal, Accounting and Budget JOB SUMMARY Reporting to the Director of Debt Management, the Financial Analyst 3 - Debt Management is responsible for leading and delivering the University's UConn 2000 Capital Program. The Financial Analyst advises the University's administration in municipal and strategic finance matters. The Financial Analyst is responsible for carrying out UConn's debt management strategy, ensuring the effective and efficient issuance of UConn 2000 bonds, investments, compliance, and disbursements, requiring comprehensive knowledge of the practices and principles in these areas. DUTIES AND RESPONSIBILITIES Responsible for the entire process of municipal bond issuance, including structuring, pricing, preparing related documents, and ensuring compliance with all legal and regulatory requirements for the UConn 2000 program across all UConn campuses (Storrs, regionals, and UConn Health).Serves as the primary resource and point of contact for all UConn 2000 general obligation and special obligation bond transactions, including:Working collaboratively with university leadership (including the President, Provost, CFO, General Counsel, and various VP's) to prepare bond offering documents, legal closing documents, presentations to external credit rating agencies, and due diligence sessions with external counsel;Working collaboratively with university service providers, including financial advisors, underwriters, bond counsel, trustee bank, and verification agent;Working collaboratively with the Office of the State Treasurer to issue bonds, which may include working on-site at the Treasurer's Office in Hartford, CT.Facilitates UConn 2000 bond compliance, including compliance with university bond indentures and continuing disclosure agreements, University policy and procedures, and Federal and State laws and regulations, including tax-exempt bond compliance under IRS rules, UConn 2000 legislation, and Municipal Securities Rulemaking Board (MSRB) and SEC requirements. Keeps abreast of rule changes impacting the University's debt portfolio, including IRS, SEC, and MSRB rules.Guides and provides advice to academic department leadership, the Office of the Vice President for Research, the Office of the General Counsel, University Planning, Design and Construction, Budget, Planning, and Institutional Research, and, UConn Health, to ensure the University initiatives conform to UConn 2000 compliance requirements. Secures approval from the Office of the State Treasurer and external bond counsel for university real property leases, equipment leases, and sales of land.Monitors bond fund investments, deposits to accounts, disbursements from accounts, and reconciliation of bond funds. Schedules maturities of financings in coordination with the Bursar and Director of Accounting.Keeps abreast of UConn 2000 long and short-term bond spending and financing requirements. Prepares debt projections regarding future University financings based on cash forecasts. Monitors the University's credit rating and fiscal health by analyzing financial results and projections. Updates the University's UConn 2000 investor relations website as needed. Prepares bond resolutions, organized reports, and other comprehensive materials including evidence-based recommendations for presentation to senior management, the University's Board of Trustees, the Connecticut General Assembly, and for filing with the MSRB. Assists the Director in creating, evaluating, and recommending debt management policies and procedures for the UConn 2000 Program.Leads and contributes to special projects that require in-depth subject matter expertise, coupled with strong research, analytical, and problem-solving skills.Performs other duties as required. MINIMUM QUALIFICATIONS Bachelor's degree in finance, business, accounting, economics, or related field and six (6) years experience working as an analyst, accountant, or in the area of debt management OR Master's degree in finance, accounting, business, economics, or related field, or CPA, and four (4) years related experience.One year of experience must be serving as a senior team member regularly performing the most advanced tasks of the work unit and other team members.Knowledge of accounting principles and reporting of financial data.Ability to collect, analyze, and interpret complex financial information.Demonstrated skill and experience in providing advice to executive management.Skilled in Microsoft Excel and Microsoft Word.Excellent communication and organizational skills. PREFERRED QUALIFICATIONS Master's degree in finance, business, accounting, economics, or related field, or CPA, CFA, or JD.Knowledge of the UCONN 2000 bond program.Experience working with bond counsel and tax counsel.Experience with managing a debt portfolio and/or issuing bonds. APPOINTMENT TERMS This is a full-time, permanent position. The University offers a competitive salary, and outstanding benefits, including employee and dependent tuition waivers at UConn, and a highly desirable work environment. For additional information regarding benefits visit: . Other rights, terms, and conditions of employment are contained in the collective bargaining agreement between the University of Connecticut and the University of Connecticut Professional Employees Association (UCPEA). TERMS AND CONDITIONS OF EMPLOYMENT Employment of the successful candidate is contingent upon the successful completion of a pre-employment criminal background check. TO APPLY Please apply online at , Staff Positions, Search to upload a resume, cover letter, and contact information for three (3) professional references. This job posting is scheduled to be removed at 11:55 p.m. Eastern time on March 30, 2025. All employees are subject to adherence to the State Code of Ethics which may be found at . All members of the University of Connecticut are expected to exhibit appreciation of, and contribute to, an inclusive, respectful, and diverse environment for the University community. The University of Connecticut aspires to create a community built on collaboration and belonging and has actively sought to create an inclusive culture within the workforce. The success of the University is dependent on the willingness of our diverse employee and student populations to share their rich perspectives and backgrounds in a respectful manner. This makes it essential for each member of our community to feel secure and welcomed and to thoroughly understand and believe that their ideas are respected by all. We strongly respect each individual employee's unique experiences and perspectives and encourage all members of the community to do the same. All applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. The University of Connecticut is an AA/EEO Employer. Advertised: Mar Eastern Standard Time Applications close: Mar Eastern Daylight Time Whatsapp Facebook LinkedIn Email App if (typeof SocialShareKit != 'undefined') SocialShareKit.init( forceInit: true, reinitialize: true, selector: '.social-share-kit .ssk' );
Construction Company looking for Controller This Jobot Job is hosted by: John Erwin Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $115,000 - $175,000 per year A bit about us: We are a growing Construction company that has been in business for 40 years and does a variety of construction and has a strong presence working with Hotels throughout Southern California Why join us? Career Growth Competitive Base Compensation Full Benefits (Medical, Vision, Dental, 401k, PTO, Sick Pay etc ) Bonus Potential Job Details Job Details: We are seeking a dynamic and experienced Lead Accountant or Controller to join our team in the construction industry. This role is critical to our financial infrastructure as you will be responsible for managing all aspects of financial management, including corporate accounting, regulatory and financial reporting, budget and forecasts preparation, as well as the development of internal control policies and procedures. You will play a key role in our company's financial operations, ensuring compliance with the law and accuracy in accounting. You will have the opportunity to work closely with our executive team and play a key role in our company's financial future. Responsibilities: Oversee all company accounting practices, including preparing budgets, financial reports, tax and audit functions. Direct financial strategy, planning and forecasts; conferring with CEO Supervise the investment and raising of funds to finance the company and its projects. Oversee the Accounting department, budget preparation, and audit functions. Meet regularly with department heads to keep informed and to offer direction. Review and analyze monthly financial results and provide recommendations. Develop and implement budgeting processes and cost control measures. Manage the preparation of all financial reports. Evaluate and manage risk. Ensure compliance with the law and company's policies. Manage team of financial controllers and financial analysts. Handle workers' compensation, benefits, labor costs, and journal entries. Manage contracts and contract negotiations. Qualifications: Bachelor's degree in Accounting, Finance or relevant field; MSc/MBA or relevant certification (e.g. CMA/CFA/CPA) is a plus. Good Understanding, knowledge or background with AIA Proven experience as a Financial Controller, Accounting Supervisor, chief or senior accountant. 7-10+ years of overall combined accounting and finance experience. Thorough knowledge of accounting principles and procedures. Experience with creating financial statements and general ledger functions. Excellent accounting software user and administration skills. Strong understanding of ERP, QuickBooks, Advanced Excel, and other financial planning systems. Solid experience in risk management and contract negotiation. Strong understanding of WIP schedules, inventory, and cost accounting. Proven knowledge in project management, strategic planning, and operations management. Excellent leadership and organizational skills. An analytical mind, comfortable with numbers. Strong written and verbal communication skills. Ability to work in a fast-paced, deadline-driven environment. Must be detail-oriented and able to work with a high volume of transactions in a fast-paced environment. Interested in hearing more? Easy Apply now by clicking the "Apply" button.
03/22/2025
Full time
Construction Company looking for Controller This Jobot Job is hosted by: John Erwin Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $115,000 - $175,000 per year A bit about us: We are a growing Construction company that has been in business for 40 years and does a variety of construction and has a strong presence working with Hotels throughout Southern California Why join us? Career Growth Competitive Base Compensation Full Benefits (Medical, Vision, Dental, 401k, PTO, Sick Pay etc ) Bonus Potential Job Details Job Details: We are seeking a dynamic and experienced Lead Accountant or Controller to join our team in the construction industry. This role is critical to our financial infrastructure as you will be responsible for managing all aspects of financial management, including corporate accounting, regulatory and financial reporting, budget and forecasts preparation, as well as the development of internal control policies and procedures. You will play a key role in our company's financial operations, ensuring compliance with the law and accuracy in accounting. You will have the opportunity to work closely with our executive team and play a key role in our company's financial future. Responsibilities: Oversee all company accounting practices, including preparing budgets, financial reports, tax and audit functions. Direct financial strategy, planning and forecasts; conferring with CEO Supervise the investment and raising of funds to finance the company and its projects. Oversee the Accounting department, budget preparation, and audit functions. Meet regularly with department heads to keep informed and to offer direction. Review and analyze monthly financial results and provide recommendations. Develop and implement budgeting processes and cost control measures. Manage the preparation of all financial reports. Evaluate and manage risk. Ensure compliance with the law and company's policies. Manage team of financial controllers and financial analysts. Handle workers' compensation, benefits, labor costs, and journal entries. Manage contracts and contract negotiations. Qualifications: Bachelor's degree in Accounting, Finance or relevant field; MSc/MBA or relevant certification (e.g. CMA/CFA/CPA) is a plus. Good Understanding, knowledge or background with AIA Proven experience as a Financial Controller, Accounting Supervisor, chief or senior accountant. 7-10+ years of overall combined accounting and finance experience. Thorough knowledge of accounting principles and procedures. Experience with creating financial statements and general ledger functions. Excellent accounting software user and administration skills. Strong understanding of ERP, QuickBooks, Advanced Excel, and other financial planning systems. Solid experience in risk management and contract negotiation. Strong understanding of WIP schedules, inventory, and cost accounting. Proven knowledge in project management, strategic planning, and operations management. Excellent leadership and organizational skills. An analytical mind, comfortable with numbers. Strong written and verbal communication skills. Ability to work in a fast-paced, deadline-driven environment. Must be detail-oriented and able to work with a high volume of transactions in a fast-paced environment. Interested in hearing more? Easy Apply now by clicking the "Apply" button.
Stable and growing company with excellent Benefits, Competitive Compensation and a stellar team! Fully onsite opportunity here in the Orange County area. This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $150,000 per year A bit about us: Are you ready to take your career to the next level with a team that works hard, plays hard, and wins together? We're not just in the business of Real Estate - we're creating experiences, building dreams, and changing lives. If you thrive in a fast-paced, high-energy environment where innovation meets opportunity, we want YOU on our team! As a top-tier real estate firm specializing in Residential properties all across America, we are truly fueled by a passion for providing our tenant and home owners quality living arrangements and real estate, a commitment to exceptional client service, and a culture of collaboration and fun! Why join us? Competitive Compensation & Generous Benefits (Medical, Dental, Vision, 401K, Insurance) Annual Performance Bonuses Career Growth & Development Learn from the best in the industry. Leadership & Expansion Opportunities - We promote from within! Cutting-Edge Tools & Technology Fun, Motivating, & Supportive Culture Team Events & Socials - Happy hours, retreats, and fun outings! Competitive & Collaborative Atmosphere - We push each other to be great. Work-Life Balance & Flexibility Flexible Schedule Vacation & Time Off Job Details We are seeking an experienced Senior Business Analyst to join our team. The successful candidate will play a crucial role in partnering with various departments within our organization, improving our business processes, and assisting in critical decision-making. This is a position that requires a deep understanding of the Real Estate industry, financial modeling, and dashboard management. The ideal candidate will have a strong background in Yardi software and a proven track record in delivering successful business solutions in a fast-paced, demanding environment. Responsibilities: Conduct detailed business analysis to understand and assess the company's ongoing projects, identifying opportunities for improvement and growth. Develop and manage financial models to support strategic initiatives and decision-making processes. Utilize Yardi software for data retrieval and financial analysis. Create, manage, and optimize dashboards for tracking project performance and key business metrics. Collaborate with cross-functional teams to gather requirements, define project scope, and ensure the successful execution of business strategies. Lead the design and implementation of new business processes to improve efficiency and productivity. Prepare and present comprehensive reports to senior management, providing insights and recommendations based on data analysis. Stay abreast of industry trends and advancements, integrating relevant ideas into company operations. Qualifications: Bachelor's degree in Business, Finance, or a related field. A Master's degree will be an added advantage. A minimum of 5 years' experience as a Business Analyst Proficiency in Yardi, Power BI and/or SQL software is preferred Proven experience in financial modeling and dashboard management. Strong analytical skills, with the ability to interpret complex data and translate it into actionable strategies. Excellent communication and presentation skills, with the ability to articulate complex ideas clearly and effectively. Strong project management skills, with a demonstrated ability to manage multiple projects simultaneously and deliver results on time and within budget. Knowledge of current industry trends and advancements. Demonstrated ability to work effectively in a team and independently. Proficiency in Microsoft Office Suite, especially Excel. Strong problem-solving skills and an innovative approach to business challenges. Willingness to continuously learn and adapt in a fast-paced environment. We offer a competitive salary and benefits package, along with opportunities for professional growth and development. If you are a strategic thinker, a problem solver, and a team player, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Apply" button.
03/21/2025
Full time
Stable and growing company with excellent Benefits, Competitive Compensation and a stellar team! Fully onsite opportunity here in the Orange County area. This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $150,000 per year A bit about us: Are you ready to take your career to the next level with a team that works hard, plays hard, and wins together? We're not just in the business of Real Estate - we're creating experiences, building dreams, and changing lives. If you thrive in a fast-paced, high-energy environment where innovation meets opportunity, we want YOU on our team! As a top-tier real estate firm specializing in Residential properties all across America, we are truly fueled by a passion for providing our tenant and home owners quality living arrangements and real estate, a commitment to exceptional client service, and a culture of collaboration and fun! Why join us? Competitive Compensation & Generous Benefits (Medical, Dental, Vision, 401K, Insurance) Annual Performance Bonuses Career Growth & Development Learn from the best in the industry. Leadership & Expansion Opportunities - We promote from within! Cutting-Edge Tools & Technology Fun, Motivating, & Supportive Culture Team Events & Socials - Happy hours, retreats, and fun outings! Competitive & Collaborative Atmosphere - We push each other to be great. Work-Life Balance & Flexibility Flexible Schedule Vacation & Time Off Job Details We are seeking an experienced Senior Business Analyst to join our team. The successful candidate will play a crucial role in partnering with various departments within our organization, improving our business processes, and assisting in critical decision-making. This is a position that requires a deep understanding of the Real Estate industry, financial modeling, and dashboard management. The ideal candidate will have a strong background in Yardi software and a proven track record in delivering successful business solutions in a fast-paced, demanding environment. Responsibilities: Conduct detailed business analysis to understand and assess the company's ongoing projects, identifying opportunities for improvement and growth. Develop and manage financial models to support strategic initiatives and decision-making processes. Utilize Yardi software for data retrieval and financial analysis. Create, manage, and optimize dashboards for tracking project performance and key business metrics. Collaborate with cross-functional teams to gather requirements, define project scope, and ensure the successful execution of business strategies. Lead the design and implementation of new business processes to improve efficiency and productivity. Prepare and present comprehensive reports to senior management, providing insights and recommendations based on data analysis. Stay abreast of industry trends and advancements, integrating relevant ideas into company operations. Qualifications: Bachelor's degree in Business, Finance, or a related field. A Master's degree will be an added advantage. A minimum of 5 years' experience as a Business Analyst Proficiency in Yardi, Power BI and/or SQL software is preferred Proven experience in financial modeling and dashboard management. Strong analytical skills, with the ability to interpret complex data and translate it into actionable strategies. Excellent communication and presentation skills, with the ability to articulate complex ideas clearly and effectively. Strong project management skills, with a demonstrated ability to manage multiple projects simultaneously and deliver results on time and within budget. Knowledge of current industry trends and advancements. Demonstrated ability to work effectively in a team and independently. Proficiency in Microsoft Office Suite, especially Excel. Strong problem-solving skills and an innovative approach to business challenges. Willingness to continuously learn and adapt in a fast-paced environment. We offer a competitive salary and benefits package, along with opportunities for professional growth and development. If you are a strategic thinker, a problem solver, and a team player, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Apply" button.
University of Massachusetts Boston
Boston, Massachusetts
Job no: 526724 Position Type: Staff Full Time Campus: UMass Boston Department: VC-Administration & Finance Pay Grade: 32 Date opened: 17 Mar 2025 Eastern Daylight Time Applications close: 05 Apr 2025 Eastern Daylight Time General Summary: Under the direction of the Associate Vice Chancellor for Administration & Finance, in the Campus Services area of the Administration & Finance Division, the incumbent will serve to develop and perform business analytics in support of operations in the following units: Events, Dining, Bookstore, Parking & Transportation, Printing & Receiving, and Marine Operations. Working directly and indirectly with the managers and staff of those areas, the incumbent will develop data sets, reports, key performance indicators, map business process and other tools to be used to manage the business of each area to goals established by the university and VCAF leadership. The incumbent will also research best practices, market conditions and pricing, and other pertinent business information to support short and long-term business decision-making. Examples of Duties: Build regular reports of business activity, apply Key Performance Indicators, develop solutions with leadership and management to make changes towards goals as neededEngage in business operations analysis such as process mapping to find pinch points and develop recommendations to pivot or scale business operations towards goals including recommendations for changes in resources (positions, equipment, space, etc.)Conduct regular pricing and market analysis of competitive businesses and build pricing proposals to present to VCAF leadershipAssist with large contract procurement & contract management with managers (ex. Dining, Shuttle Bus, Bookstore)Perform ad hoc economic, statistical, business and other types of analytics as assignedAssist with the development of annual operating and capital budgets, 5-year forecast updates, and annual close and audit process among other finance-related efforts as assigned.Work with Controller to report unrelated business income and private business use calculationsAttend meetings with State agencies, UMASS system, university departments, etc., as needed and directedAll other duties as assigned Qualifications: Bachelor's degree in Accounting, Business, Management, Economics or a related field requiredMinimum of five (5) years of professional experience in a business environment performing complex analysis of business functions of an operational and fiscal nature.Experience working and presenting to executive-level managers and staffHigh level of proficiency in use of Microsoft Excel, Access, Powerpoint, Teams as well as statistical software packages like SAS, STATA, or other similar software. Preferred Qualifications: Experience in higher education, government or other highly regulated business environmentMaster's degree in a related field Other Knowledge, Skills and Abilities: Ability to work successfully in a diverse environment and complex organizational structure;Ability to effectively manage multiple and complex projects while adhering to set deadlines;Ability to maintain strict confidentiality around analysis and decision-makingAbility to gather and incorporate data and information from different sources into one analysisMastery of charting, graphing and other visual methods to show the impact of analysisStrong organizational and problem-solving skills.Proficiency in use of various large administrative database software systems;Strong statistical and analytical skills;Strong oral, written, and visual communication skills. Application Instructions: Please apply online with your resume, cover letter and list of three professional references.Review of candidates will begin following the application closing date. Only Internal candidates in the Professional Staff Bargaining Unit will be considered during the first 10 business days of the posting. All other candidates will be considered after that period. Salary Ranges for the appropriate Pay Grade can be found at the following link: Grade: 32 Salary Ranges This is an exempt union position.All official salary offers must be approved by Human Resources.UMass Boston is committed to the full inclusion of all qualified individuals. As part of this commitment, we will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact or . Applications close: 05 Apr 2025 Eastern Daylight Time Whatsapp Facebook LinkedIn Email App if (typeof SocialShareKit != 'undefined') SocialShareKit.init( forceInit: true, reinitialize: true, selector: '.social-share-kit .ssk' );
03/21/2025
Full time
Job no: 526724 Position Type: Staff Full Time Campus: UMass Boston Department: VC-Administration & Finance Pay Grade: 32 Date opened: 17 Mar 2025 Eastern Daylight Time Applications close: 05 Apr 2025 Eastern Daylight Time General Summary: Under the direction of the Associate Vice Chancellor for Administration & Finance, in the Campus Services area of the Administration & Finance Division, the incumbent will serve to develop and perform business analytics in support of operations in the following units: Events, Dining, Bookstore, Parking & Transportation, Printing & Receiving, and Marine Operations. Working directly and indirectly with the managers and staff of those areas, the incumbent will develop data sets, reports, key performance indicators, map business process and other tools to be used to manage the business of each area to goals established by the university and VCAF leadership. The incumbent will also research best practices, market conditions and pricing, and other pertinent business information to support short and long-term business decision-making. Examples of Duties: Build regular reports of business activity, apply Key Performance Indicators, develop solutions with leadership and management to make changes towards goals as neededEngage in business operations analysis such as process mapping to find pinch points and develop recommendations to pivot or scale business operations towards goals including recommendations for changes in resources (positions, equipment, space, etc.)Conduct regular pricing and market analysis of competitive businesses and build pricing proposals to present to VCAF leadershipAssist with large contract procurement & contract management with managers (ex. Dining, Shuttle Bus, Bookstore)Perform ad hoc economic, statistical, business and other types of analytics as assignedAssist with the development of annual operating and capital budgets, 5-year forecast updates, and annual close and audit process among other finance-related efforts as assigned.Work with Controller to report unrelated business income and private business use calculationsAttend meetings with State agencies, UMASS system, university departments, etc., as needed and directedAll other duties as assigned Qualifications: Bachelor's degree in Accounting, Business, Management, Economics or a related field requiredMinimum of five (5) years of professional experience in a business environment performing complex analysis of business functions of an operational and fiscal nature.Experience working and presenting to executive-level managers and staffHigh level of proficiency in use of Microsoft Excel, Access, Powerpoint, Teams as well as statistical software packages like SAS, STATA, or other similar software. Preferred Qualifications: Experience in higher education, government or other highly regulated business environmentMaster's degree in a related field Other Knowledge, Skills and Abilities: Ability to work successfully in a diverse environment and complex organizational structure;Ability to effectively manage multiple and complex projects while adhering to set deadlines;Ability to maintain strict confidentiality around analysis and decision-makingAbility to gather and incorporate data and information from different sources into one analysisMastery of charting, graphing and other visual methods to show the impact of analysisStrong organizational and problem-solving skills.Proficiency in use of various large administrative database software systems;Strong statistical and analytical skills;Strong oral, written, and visual communication skills. Application Instructions: Please apply online with your resume, cover letter and list of three professional references.Review of candidates will begin following the application closing date. Only Internal candidates in the Professional Staff Bargaining Unit will be considered during the first 10 business days of the posting. All other candidates will be considered after that period. Salary Ranges for the appropriate Pay Grade can be found at the following link: Grade: 32 Salary Ranges This is an exempt union position.All official salary offers must be approved by Human Resources.UMass Boston is committed to the full inclusion of all qualified individuals. As part of this commitment, we will ensure that persons with disabilities are provided reasonable accommodations for the hiring process. If reasonable accommodation is needed, please contact or . Applications close: 05 Apr 2025 Eastern Daylight Time Whatsapp Facebook LinkedIn Email App if (typeof SocialShareKit != 'undefined') SocialShareKit.init( forceInit: true, reinitialize: true, selector: '.social-share-kit .ssk' );
