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USAA
Fraud Analytics Senior
USAA San Antonio, Texas
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Fraud Analytics Senior, you will be accountable for driving USAA's overall fraud strategy, policies, and analytic capabilities for fraud rules management. This role will collaborate with key stakeholders across the enterprise, influencing outcomes in a sophisticated, matrixed environment. This role will be an active participant in industry efforts to share and receive information, build industry partnerships and relations to formulate USAA's global fraud strategies and policies to better protect USAA from current, evolving, and future fraud threats. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Serves as an expert in multiple areas of focus within Financial Crimes space and facilitates discussions with team members to solution towards the strategic business direction. Takes ownership of small- and large-scale analyses or business strategy initiatives using sophisticated innovative/quantitative analytical approaches. Extracts insights from large, complex data sets to craft solutions within the Financial Crimes space through a range of data preparation, modeling, and visualization techniques, including predictive analysis, pattern recognition and/or Machine Learning. Applies association rule learning, cluster analysis, anomaly detection, data analysis and visualization (e.g., PowerBI, Tableau), and object-oriented programming (Python, SAS) to Provides insights to leadership related to additional resource needs ranging from IT investments, 3rd party support or additional analysts. Consults with the business to understand the business direction, environment and strategies for supported domains/clients; gathers requirements to recommend solutions and influence the business and drive change. Advocates for self and teammates to encourage the growth of direct and indirect peers toward continual technical and soft skill progression. Serves as a resource for mathematical skills, business product knowledge, and/or Financial Crimes knowledge. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of experience in financial crimes supporting and participating in stakeholder consultation, needs assessment, requirement translation and prescription of technology solutions. Previous experience gathering business requirements and applying business rules to recommend technology solutions. Demonstrated experience using fraud rules management to recommend strategies that reduce or mitigate loss and fraud exposures. Knowledge of data analysis tools, data visualization, developing analysis queries and procedures in SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems. Strong knowledge of bank laws and regulations related to money movement and /or payments, including but not limited to Reg E, Reg CC, UDAAP, FACTA and Reg Z. Strong written and verbal communication skills, with demonstrated ability synthesizing data and clearly reporting findings. What sets you apart: US military experience through military service or a military spouse/domestic partner Prior internal fraud experience Fraud Analytics experience specific to retail banking, credit card, debit card, deposits, checking account Programming experience in data analysis tools, data visualizations, and developing analysis queries and automation techniques utilizing SQL, SAS, Tableau, and Snowflake System knowledge operating a fraud detection engine tool i.e. Actimize, Advanced Defense, Falcon Expert Compensation range: The salary range for this position is: $114,080 - $205,340. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
07/07/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Fraud Analytics Senior, you will be accountable for driving USAA's overall fraud strategy, policies, and analytic capabilities for fraud rules management. This role will collaborate with key stakeholders across the enterprise, influencing outcomes in a sophisticated, matrixed environment. This role will be an active participant in industry efforts to share and receive information, build industry partnerships and relations to formulate USAA's global fraud strategies and policies to better protect USAA from current, evolving, and future fraud threats. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Serves as an expert in multiple areas of focus within Financial Crimes space and facilitates discussions with team members to solution towards the strategic business direction. Takes ownership of small- and large-scale analyses or business strategy initiatives using sophisticated innovative/quantitative analytical approaches. Extracts insights from large, complex data sets to craft solutions within the Financial Crimes space through a range of data preparation, modeling, and visualization techniques, including predictive analysis, pattern recognition and/or Machine Learning. Applies association rule learning, cluster analysis, anomaly detection, data analysis and visualization (e.g., PowerBI, Tableau), and object-oriented programming (Python, SAS) to Provides insights to leadership related to additional resource needs ranging from IT investments, 3rd party support or additional analysts. Consults with the business to understand the business direction, environment and strategies for supported domains/clients; gathers requirements to recommend solutions and influence the business and drive change. Advocates for self and teammates to encourage the growth of direct and indirect peers toward continual technical and soft skill progression. Serves as a resource for mathematical skills, business product knowledge, and/or Financial Crimes knowledge. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of experience in financial crimes supporting and participating in stakeholder consultation, needs assessment, requirement translation and prescription of technology solutions. Previous experience gathering business requirements and applying business rules to recommend technology solutions. Demonstrated experience using fraud rules management to recommend strategies that reduce or mitigate loss and fraud exposures. Knowledge of data analysis tools, data visualization, developing analysis queries and procedures in SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems. Strong knowledge of bank laws and regulations related to money movement and /or payments, including but not limited to Reg E, Reg CC, UDAAP, FACTA and Reg Z. Strong written and verbal communication skills, with demonstrated ability synthesizing data and clearly reporting findings. What sets you apart: US military experience through military service or a military spouse/domestic partner Prior internal fraud experience Fraud Analytics experience specific to retail banking, credit card, debit card, deposits, checking account Programming experience in data analysis tools, data visualizations, and developing analysis queries and automation techniques utilizing SQL, SAS, Tableau, and Snowflake System knowledge operating a fraud detection engine tool i.e. Actimize, Advanced Defense, Falcon Expert Compensation range: The salary range for this position is: $114,080 - $205,340. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
USAA
Fraud Analytics Senior
USAA Colorado Springs, Colorado
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Fraud Analytics Senior, you will be accountable for driving USAA's overall fraud strategy, policies, and analytic capabilities for fraud rules management. This role will collaborate with key stakeholders across the enterprise, influencing outcomes in a sophisticated, matrixed environment. This role will be an active participant in industry efforts to share and receive information, build industry partnerships and relations to formulate USAA's global fraud strategies and policies to better protect USAA from current, evolving, and future fraud threats. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Serves as an expert in multiple areas of focus within Financial Crimes space and facilitates discussions with team members to solution towards the strategic business direction. Takes ownership of small- and large-scale analyses or business strategy initiatives using sophisticated innovative/quantitative analytical approaches. Extracts insights from large, complex data sets to craft solutions within the Financial Crimes space through a range of data preparation, modeling, and visualization techniques, including predictive analysis, pattern recognition and/or Machine Learning. Applies association rule learning, cluster analysis, anomaly detection, data analysis and visualization (e.g., PowerBI, Tableau), and object-oriented programming (Python, SAS) to Provides insights to leadership related to additional resource needs ranging from IT investments, 3rd party support or additional analysts. Consults with the business to understand the business direction, environment and strategies for supported domains/clients; gathers requirements to recommend solutions and influence the business and drive change. Advocates for self and teammates to encourage the growth of direct and indirect peers toward continual technical and soft skill progression. Serves as a resource for mathematical skills, business product knowledge, and/or Financial Crimes knowledge. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of experience in financial crimes supporting and participating in stakeholder consultation, needs assessment, requirement translation and prescription of technology solutions. Previous experience gathering business requirements and applying business rules to recommend technology solutions. Demonstrated experience using fraud rules management to recommend strategies that reduce or mitigate loss and fraud exposures. Knowledge of data analysis tools, data visualization, developing analysis queries and procedures in SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems. Strong knowledge of bank laws and regulations related to money movement and /or payments, including but not limited to Reg E, Reg CC, UDAAP, FACTA and Reg Z. Strong written and verbal communication skills, with demonstrated ability synthesizing data and clearly reporting findings. What sets you apart: US military experience through military service or a military spouse/domestic partner Prior internal fraud experience Fraud Analytics experience specific to retail banking, credit card, debit card, deposits, checking account Programming experience in data analysis tools, data visualizations, and developing analysis queries and automation techniques utilizing SQL, SAS, Tableau, and Snowflake System knowledge operating a fraud detection engine tool i.e. Actimize, Advanced Defense, Falcon Expert Compensation range: The salary range for this position is: $114,080 - $205,340. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
07/07/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Fraud Analytics Senior, you will be accountable for driving USAA's overall fraud strategy, policies, and analytic capabilities for fraud rules management. This role will collaborate with key stakeholders across the enterprise, influencing outcomes in a sophisticated, matrixed environment. This role will be an active participant in industry efforts to share and receive information, build industry partnerships and relations to formulate USAA's global fraud strategies and policies to better protect USAA from current, evolving, and future fraud threats. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Serves as an expert in multiple areas of focus within Financial Crimes space and facilitates discussions with team members to solution towards the strategic business direction. Takes ownership of small- and large-scale analyses or business strategy initiatives using sophisticated innovative/quantitative analytical approaches. Extracts insights from large, complex data sets to craft solutions within the Financial Crimes space through a range of data preparation, modeling, and visualization techniques, including predictive analysis, pattern recognition and/or Machine Learning. Applies association rule learning, cluster analysis, anomaly detection, data analysis and visualization (e.g., PowerBI, Tableau), and object-oriented programming (Python, SAS) to Provides insights to leadership related to additional resource needs ranging from IT investments, 3rd party support or additional analysts. Consults with the business to understand the business direction, environment and strategies for supported domains/clients; gathers requirements to recommend solutions and influence the business and drive change. Advocates for self and teammates to encourage the growth of direct and indirect peers toward continual technical and soft skill progression. Serves as a resource for mathematical skills, business product knowledge, and/or Financial Crimes knowledge. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of experience in financial crimes supporting and participating in stakeholder consultation, needs assessment, requirement translation and prescription of technology solutions. Previous experience gathering business requirements and applying business rules to recommend technology solutions. Demonstrated experience using fraud rules management to recommend strategies that reduce or mitigate loss and fraud exposures. Knowledge of data analysis tools, data visualization, developing analysis queries and procedures in SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems. Strong knowledge of bank laws and regulations related to money movement and /or payments, including but not limited to Reg E, Reg CC, UDAAP, FACTA and Reg Z. Strong written and verbal communication skills, with demonstrated ability synthesizing data and clearly reporting findings. What sets you apart: US military experience through military service or a military spouse/domestic partner Prior internal fraud experience Fraud Analytics experience specific to retail banking, credit card, debit card, deposits, checking account Programming experience in data analysis tools, data visualizations, and developing analysis queries and automation techniques utilizing SQL, SAS, Tableau, and Snowflake System knowledge operating a fraud detection engine tool i.e. Actimize, Advanced Defense, Falcon Expert Compensation range: The salary range for this position is: $114,080 - $205,340. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
USAA
Director, P&C Pricing and Reserving Actuary
USAA San Antonio, Texas
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Director over a P&C Loss Reserving team, you will plan, organize, direct, and staff actuarial activities required to perform the Catastrophe reserve analysis within Loss Reserving. This director will be responsible for the strategic development of a new Catastrophe reserving model that considers all available information of the event, exposures, and claims at the time of the event and continuously refreshes the estimates with new information as it becomes available. The Director will also be responsible for strategically enhancing the Catastrophe reserving process by integrating this model into the existing model and month-end process through effective performance monitoring of the Catastrophe reserving models. This Director will be responsible for managing all communication around Catastrophe loss estimates in an efficient and effective manner. This communication includes preparing and presenting Catastrophe reserve recommendation monthly to senior executive leadership, live event estimates for major Catastrophe events, and regular weekly and monthly reporting. This Director will be responsible for developing and training other analysts on the Catastrophe reserving process - creating and maintaining onboarding training documentation and facilitating the technical skills development of the loss reserving team as a whole. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in San Antonio, TX. Relocation assistance is available for this position. What you'll do: Oversee the development of product line reserving assumptions while ensuring reserve guidelines are met. Direct the development of new products and implementation of process improvements. Provide short and long-term planning recommendations for unit objectives by developing and analyzing forecasts. Manage and is accountable for the work of assigned employees. Perform personnel management functions, including employee selection, team building, project/workload assignment, employee training, monitoring of work activity and performance evaluation. Ensure that reserve analysis and estimates are congruent with the company's reserve strategy and goals. Facilitate the development and implementation of products and projects. Monitor competitive market, industry trends, and professional research to maintain knowledge of current activities related to products, regulations, market conditions, and innovative alternatives to achieve financial and market goals. Represent USAA's interest at industry level committee meetings. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 or more years relevant experience. 3 or more years of direct team lead or management experience required. Five (5) exams of the Casualty Actuarial Society. What sets you apart: Expert Actuarial experience with loss reserving methods and analyses for personal lines P&C insurance products A passion for creative and innovative actuarial work and developing that mindset in less experienced analysts through projects related to this work Strong experience translating detailed analytics into manageable visualizations and communicating/presenting the results concisely to executive leadership Strong experience performing statistical analysis in Python or R Ability to improve existing processes and create new, repeatable workflows to enhance team productivity US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $164,780 - $314,960. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
07/07/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Director over a P&C Loss Reserving team, you will plan, organize, direct, and staff actuarial activities required to perform the Catastrophe reserve analysis within Loss Reserving. This director will be responsible for the strategic development of a new Catastrophe reserving model that considers all available information of the event, exposures, and claims at the time of the event and continuously refreshes the estimates with new information as it becomes available. The Director will also be responsible for strategically enhancing the Catastrophe reserving process by integrating this model into the existing model and month-end process through effective performance monitoring of the Catastrophe reserving models. This Director will be responsible for managing all communication around Catastrophe loss estimates in an efficient and effective manner. This communication includes preparing and presenting Catastrophe reserve recommendation monthly to senior executive leadership, live event estimates for major Catastrophe events, and regular weekly and monthly reporting. This Director will be responsible for developing and training other analysts on the Catastrophe reserving process - creating and maintaining onboarding training documentation and facilitating the technical skills development of the loss reserving team as a whole. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in San Antonio, TX. Relocation assistance is available for this position. What you'll do: Oversee the development of product line reserving assumptions while ensuring reserve guidelines are met. Direct the development of new products and implementation of process improvements. Provide short and long-term planning recommendations for unit objectives by developing and analyzing forecasts. Manage and is accountable for the work of assigned employees. Perform personnel management functions, including employee selection, team building, project/workload assignment, employee training, monitoring of work activity and performance evaluation. Ensure that reserve analysis and estimates are congruent with the company's reserve strategy and goals. Facilitate the development and implementation of products and projects. Monitor competitive market, industry trends, and professional research to maintain knowledge of current activities related to products, regulations, market conditions, and innovative alternatives to achieve financial and market goals. Represent USAA's interest at industry level committee meetings. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 or more years relevant experience. 3 or more years of direct team lead or management experience required. Five (5) exams of the Casualty Actuarial Society. What sets you apart: Expert Actuarial experience with loss reserving methods and analyses for personal lines P&C insurance products A passion for creative and innovative actuarial work and developing that mindset in less experienced analysts through projects related to this work Strong experience translating detailed analytics into manageable visualizations and communicating/presenting the results concisely to executive leadership Strong experience performing statistical analysis in Python or R Ability to improve existing processes and create new, repeatable workflows to enhance team productivity US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $164,780 - $314,960. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Specialist Contract Strategic Sourcing
St. Elizabeth Healthcare Ft Mitchell, Kentucky
Engage with us for your next career opportunity. Right Here. Job Type: Regular Scheduled Hours: 40 Job Summary: The Specialist, Contract Strategic Sourcing is responsible for the application of value analysis principles to negotiate, execute, and maintain the integrity for the contracting process aimed at all clinical and non-clinical supplies, equipment and purchased services as directed, consistent with hospital practices, goals, and standards. This position provides contract oversight within the scope of Supply Chain Management (SCM), including Group Purchasing Organizations/relationships, regional affiliations and/or service agreements and contracts pertaining to clinical and non-clinical products and services. Demonstrate respect, dignity, kindness, and empathy in each encounter with all patients, families, visitors, and other employees regardless of cultural background. Job Description: Strategic Planning The Specialist, Contract Strategic Sourcing will partner with members of SCM to gather, summarize, and prepare recommendations that result in a strong sourcing and contracting structure. Develop contracting strategies that incorporate the basics of contract review and analytics that result in increased contract utilization and product standardization. Develop embedded processes and standardize evaluations to identify, analyze, and implement savings opportunities. Create a consistent roadmap for replication. Implement timely pricing analysis and tracking. Collaboration Work collaboratively with all members of the SCM team and others as appropriate to ensure that all contract terms and conditions are implemented in the Materials Management Information System (MMIS) and contracts are correctly loaded into contract tracking software. Support and assist in achieving the financial goals and strategic direction for SCM by assisting with the deployment/implementation of strategies related to reduction in supply cost. Willingly accept special projects as assigned. Contract Administration Priority one for contracting will include leveraging St. Elizabeth Healthcare's GPO relationships for contracting whenever possible. Priority two is to create, negotiate, manage, and facilitate the development of highly competitive contracts for both clinical and non-clinical products, equipment, supplies and purchased services as directed. Develop monthly, quarterly, semi-annual business reviews with the top 30% of vendors. Work collaboratively with the Strategic Sourcing team and others as appropriate to ensure that all contract terms and conditions are thoroughly reviewed prior to final legal review and leadership approval. Coordination Work collaboratively with the Strategic Sourcing team, Senior Financial Analyst, and others as appropriate to assist with the PowerPoint presentations to the Value Analysis Steering Committee and various Value Analysis (VA) teams. Act as the catalyst to assemble appropriate parties essential to product and equipment evaluations. Data Analytics Work collaboratively with the Strategic Sourcing team, Senior Financial Analyst, and others as appropriate to review the analysis of products and services and make recommendations that will aid in decision making and recommendations to VA teams for cost savings initiatives and to validate and track the financial impact of specific initiatives. Develop utilization and spend data with GPO and other tools. Performs other duties as assigned. Education, Credentials, Licenses: Bachelor's Degree (Business, Finance, I.T., etc.) Specialized Knowledge: Contracting/Sourcing background Experience with spend analytics and related software Experience with facilitating projects including creating project plans Kind and Length of Experience: 3-5 years reading, interpreting, and writing contracts/agreements 3-5 years of contract negotiations 3-5 years of experience working with Materials Mgt. Information Systems (MMIS) and proficient computer skills in Microsoft Excel, PowerPoint, and project tracking FLSA Status: Exempt Right Career. Right Here. If you're looking for the right careers in healthcare, the right place to be is at St. Elizabeth. Join us, and you'll take pride in the level of care we offer our community.
07/07/2025
Full time
Engage with us for your next career opportunity. Right Here. Job Type: Regular Scheduled Hours: 40 Job Summary: The Specialist, Contract Strategic Sourcing is responsible for the application of value analysis principles to negotiate, execute, and maintain the integrity for the contracting process aimed at all clinical and non-clinical supplies, equipment and purchased services as directed, consistent with hospital practices, goals, and standards. This position provides contract oversight within the scope of Supply Chain Management (SCM), including Group Purchasing Organizations/relationships, regional affiliations and/or service agreements and contracts pertaining to clinical and non-clinical products and services. Demonstrate respect, dignity, kindness, and empathy in each encounter with all patients, families, visitors, and other employees regardless of cultural background. Job Description: Strategic Planning The Specialist, Contract Strategic Sourcing will partner with members of SCM to gather, summarize, and prepare recommendations that result in a strong sourcing and contracting structure. Develop contracting strategies that incorporate the basics of contract review and analytics that result in increased contract utilization and product standardization. Develop embedded processes and standardize evaluations to identify, analyze, and implement savings opportunities. Create a consistent roadmap for replication. Implement timely pricing analysis and tracking. Collaboration Work collaboratively with all members of the SCM team and others as appropriate to ensure that all contract terms and conditions are implemented in the Materials Management Information System (MMIS) and contracts are correctly loaded into contract tracking software. Support and assist in achieving the financial goals and strategic direction for SCM by assisting with the deployment/implementation of strategies related to reduction in supply cost. Willingly accept special projects as assigned. Contract Administration Priority one for contracting will include leveraging St. Elizabeth Healthcare's GPO relationships for contracting whenever possible. Priority two is to create, negotiate, manage, and facilitate the development of highly competitive contracts for both clinical and non-clinical products, equipment, supplies and purchased services as directed. Develop monthly, quarterly, semi-annual business reviews with the top 30% of vendors. Work collaboratively with the Strategic Sourcing team and others as appropriate to ensure that all contract terms and conditions are thoroughly reviewed prior to final legal review and leadership approval. Coordination Work collaboratively with the Strategic Sourcing team, Senior Financial Analyst, and others as appropriate to assist with the PowerPoint presentations to the Value Analysis Steering Committee and various Value Analysis (VA) teams. Act as the catalyst to assemble appropriate parties essential to product and equipment evaluations. Data Analytics Work collaboratively with the Strategic Sourcing team, Senior Financial Analyst, and others as appropriate to review the analysis of products and services and make recommendations that will aid in decision making and recommendations to VA teams for cost savings initiatives and to validate and track the financial impact of specific initiatives. Develop utilization and spend data with GPO and other tools. Performs other duties as assigned. Education, Credentials, Licenses: Bachelor's Degree (Business, Finance, I.T., etc.) Specialized Knowledge: Contracting/Sourcing background Experience with spend analytics and related software Experience with facilitating projects including creating project plans Kind and Length of Experience: 3-5 years reading, interpreting, and writing contracts/agreements 3-5 years of contract negotiations 3-5 years of experience working with Materials Mgt. Information Systems (MMIS) and proficient computer skills in Microsoft Excel, PowerPoint, and project tracking FLSA Status: Exempt Right Career. Right Here. If you're looking for the right careers in healthcare, the right place to be is at St. Elizabeth. Join us, and you'll take pride in the level of care we offer our community.
USAA
Director, Actuary Innovations
USAA San Antonio, Texas
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity This director level actuarial role focuses on leading modeling efforts and developing a team of actuarial and data science modelers to enhance loss and demand models used for personal lines insurance ratemaking and providing strategic business partner advice. The successful candidate will have extensive experience in personal lines insurance, specifically auto, homeowner, and specialty lines. Expertise in designing and implementing frameworks for operationalizing model refitting and feature selection/analysis is highly desirable. The position requires a leader with advanced analytical and strong people leadership skills, proficient in utilizing statistical modeling techniques and data analysis to inform pricing strategies. You may also be responsible for developing, implementing, and consulting on solutions in support of P&C pricing strategies, capital management or other key strategic business decisions. Direct and manage exploratory research involving rating variables, pricing or risk concepts relatively new to the insurance industry. Utilize data mining, predictive modeling, optimization techniques or risk modeling for fact-based decision making. Deliver model-driven insights and recommendations that drive product strategy and business processes to enhance financial stability, member value and strengthen lifelong relationships. Develop innovative structures and programs to support the development and delivery of highly competitive products or products increasing availability of coverage while maintaining superior financial strength. Provide highly consultative, influential, leadership capacity across the Enterprise's analytical communities. Promote and influence partners in the advantages and utilization of predictive modeling in strategic analyses of member behaviors and perspectives relative to price or of the use of risk models and risk reduction techniques to minimize P&C financial risk. Establish and manage relationships and alliances with industry peers, key industry organizations, analysts, partners, and suppliers. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Oversee and coordinate analytical tasks which include evaluation of business problem, selection of appropriate methodology and predictive data elements, construction and operationalization of modeling solutions, as well as documentation and presentation of findings recommendations. Research new internal and external data sources, or in the case of risk management, new risk reducing mechanisms. Negotiate and manage contracts associated with external data, risk modeling or risk reduction. Monitor and understand emerging technology that can affect risk of loss. Develop and provide subject matter expertise on the current and emerging predictive modeling or risk modeling and pricing techniques for the insurance industry. Deliver insight to senior leadership. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 or more years relevant actuarial science experience 3 or more years people management experience Expert knowledge of insurance products and markets relevant to the property & casualty industry and personal insurance lines Expert technical knowledge of actuarial standards of practice, methods and procedures, pricing and product management/development methods, underwriting strategies Expert knowledge of STAT & GAAP financial reporting; Strong knowledge of regulatory environment. What sets you apart: ACAS designation or above Compensation range: The salary range for this position is: $164,780 - $314,960. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
07/07/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity This director level actuarial role focuses on leading modeling efforts and developing a team of actuarial and data science modelers to enhance loss and demand models used for personal lines insurance ratemaking and providing strategic business partner advice. The successful candidate will have extensive experience in personal lines insurance, specifically auto, homeowner, and specialty lines. Expertise in designing and implementing frameworks for operationalizing model refitting and feature selection/analysis is highly desirable. The position requires a leader with advanced analytical and strong people leadership skills, proficient in utilizing statistical modeling techniques and data analysis to inform pricing strategies. You may also be responsible for developing, implementing, and consulting on solutions in support of P&C pricing strategies, capital management or other key strategic business decisions. Direct and manage exploratory research involving rating variables, pricing or risk concepts relatively new to the insurance industry. Utilize data mining, predictive modeling, optimization techniques or risk modeling for fact-based decision making. Deliver model-driven insights and recommendations that drive product strategy and business processes to enhance financial stability, member value and strengthen lifelong relationships. Develop innovative structures and programs to support the development and delivery of highly competitive products or products increasing availability of coverage while maintaining superior financial strength. Provide highly consultative, influential, leadership capacity across the Enterprise's analytical communities. Promote and influence partners in the advantages and utilization of predictive modeling in strategic analyses of member behaviors and perspectives relative to price or of the use of risk models and risk reduction techniques to minimize P&C financial risk. Establish and manage relationships and alliances with industry peers, key industry organizations, analysts, partners, and suppliers. This position can work remotely in the continental U.S. with occasional business travel. What you'll do: Oversee and coordinate analytical tasks which include evaluation of business problem, selection of appropriate methodology and predictive data elements, construction and operationalization of modeling solutions, as well as documentation and presentation of findings recommendations. Research new internal and external data sources, or in the case of risk management, new risk reducing mechanisms. Negotiate and manage contracts associated with external data, risk modeling or risk reduction. Monitor and understand emerging technology that can affect risk of loss. Develop and provide subject matter expertise on the current and emerging predictive modeling or risk modeling and pricing techniques for the insurance industry. Deliver insight to senior leadership. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 or more years relevant actuarial science experience 3 or more years people management experience Expert knowledge of insurance products and markets relevant to the property & casualty industry and personal insurance lines Expert technical knowledge of actuarial standards of practice, methods and procedures, pricing and product management/development methods, underwriting strategies Expert knowledge of STAT & GAAP financial reporting; Strong knowledge of regulatory environment. What sets you apart: ACAS designation or above Compensation range: The salary range for this position is: $164,780 - $314,960. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
USAA
Fraud Analytics Senior
USAA Phoenix, Arizona
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Fraud Analytics Senior, you will be accountable for driving USAA's overall fraud strategy, policies, and analytic capabilities for fraud rules management. This role will collaborate with key stakeholders across the enterprise, influencing outcomes in a sophisticated, matrixed environment. This role will be an active participant in industry efforts to share and receive information, build industry partnerships and relations to formulate USAA's global fraud strategies and policies to better protect USAA from current, evolving, and future fraud threats. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Serves as an expert in multiple areas of focus within Financial Crimes space and facilitates discussions with team members to solution towards the strategic business direction. Takes ownership of small- and large-scale analyses or business strategy initiatives using sophisticated innovative/quantitative analytical approaches. Extracts insights from large, complex data sets to craft solutions within the Financial Crimes space through a range of data preparation, modeling, and visualization techniques, including predictive analysis, pattern recognition and/or Machine Learning. Applies association rule learning, cluster analysis, anomaly detection, data analysis and visualization (e.g., PowerBI, Tableau), and object-oriented programming (Python, SAS) to Provides insights to leadership related to additional resource needs ranging from IT investments, 3rd party support or additional analysts. Consults with the business to understand the business direction, environment and strategies for supported domains/clients; gathers requirements to recommend solutions and influence the business and drive change. Advocates for self and teammates to encourage the growth of direct and indirect peers toward continual technical and soft skill progression. Serves as a resource for mathematical skills, business product knowledge, and/or Financial Crimes knowledge. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of experience in financial crimes supporting and participating in stakeholder consultation, needs assessment, requirement translation and prescription of technology solutions. Previous experience gathering business requirements and applying business rules to recommend technology solutions. Demonstrated experience using fraud rules management to recommend strategies that reduce or mitigate loss and fraud exposures. Knowledge of data analysis tools, data visualization, developing analysis queries and procedures in SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems. Strong knowledge of bank laws and regulations related to money movement and /or payments, including but not limited to Reg E, Reg CC, UDAAP, FACTA and Reg Z. Strong written and verbal communication skills, with demonstrated ability synthesizing data and clearly reporting findings. What sets you apart: US military experience through military service or a military spouse/domestic partner Prior internal fraud experience Fraud Analytics experience specific to retail banking, credit card, debit card, deposits, checking account Programming experience in data analysis tools, data visualizations, and developing analysis queries and automation techniques utilizing SQL, SAS, Tableau, and Snowflake System knowledge operating a fraud detection engine tool i.e. Actimize, Advanced Defense, Falcon Expert Compensation range: The salary range for this position is: $114,080 - $205,340. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
07/07/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Fraud Analytics Senior, you will be accountable for driving USAA's overall fraud strategy, policies, and analytic capabilities for fraud rules management. This role will collaborate with key stakeholders across the enterprise, influencing outcomes in a sophisticated, matrixed environment. This role will be an active participant in industry efforts to share and receive information, build industry partnerships and relations to formulate USAA's global fraud strategies and policies to better protect USAA from current, evolving, and future fraud threats. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Serves as an expert in multiple areas of focus within Financial Crimes space and facilitates discussions with team members to solution towards the strategic business direction. Takes ownership of small- and large-scale analyses or business strategy initiatives using sophisticated innovative/quantitative analytical approaches. Extracts insights from large, complex data sets to craft solutions within the Financial Crimes space through a range of data preparation, modeling, and visualization techniques, including predictive analysis, pattern recognition and/or Machine Learning. Applies association rule learning, cluster analysis, anomaly detection, data analysis and visualization (e.g., PowerBI, Tableau), and object-oriented programming (Python, SAS) to Provides insights to leadership related to additional resource needs ranging from IT investments, 3rd party support or additional analysts. Consults with the business to understand the business direction, environment and strategies for supported domains/clients; gathers requirements to recommend solutions and influence the business and drive change. Advocates for self and teammates to encourage the growth of direct and indirect peers toward continual technical and soft skill progression. Serves as a resource for mathematical skills, business product knowledge, and/or Financial Crimes knowledge. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of experience in financial crimes supporting and participating in stakeholder consultation, needs assessment, requirement translation and prescription of technology solutions. Previous experience gathering business requirements and applying business rules to recommend technology solutions. Demonstrated experience using fraud rules management to recommend strategies that reduce or mitigate loss and fraud exposures. Knowledge of data analysis tools, data visualization, developing analysis queries and procedures in SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems. Strong knowledge of bank laws and regulations related to money movement and /or payments, including but not limited to Reg E, Reg CC, UDAAP, FACTA and Reg Z. Strong written and verbal communication skills, with demonstrated ability synthesizing data and clearly reporting findings. What sets you apart: US military experience through military service or a military spouse/domestic partner Prior internal fraud experience Fraud Analytics experience specific to retail banking, credit card, debit card, deposits, checking account Programming experience in data analysis tools, data visualizations, and developing analysis queries and automation techniques utilizing SQL, SAS, Tableau, and Snowflake System knowledge operating a fraud detection engine tool i.e. Actimize, Advanced Defense, Falcon Expert Compensation range: The salary range for this position is: $114,080 - $205,340. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
USAA
Director Data Scientist - Bank AI/ML (Model Development)
USAA Tampa, Florida
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Director, Data Scientist, you will lead a team of Data Scientists responsible for identifying, scoping, and translating business problems into applied statistical, machine learning, simulation, and optimization solutions to inform actionable business insights and drive business value through automation, revenue generation, and expense and risk reduction. Works with business leaders to ideate, valuate, and scope projects to meet business needs. The incumbent will also manage the team's projects and communicates progress updates to senior leadership and other business stakeholders. Responsible for the team's model inventory and ensures compliance with USAA model risk policies and regulatory expectations. The person will be responsible for influencing the future of data science at USAA by conducting research on the latest technologies and driving adoption of those technologies. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is available for this position. What you'll do: Acts as advanced analytics thought leader and advisor to the business to shape strategies that drive competitiveness and differentiation. Influences business, data, and technology leaders to invest, sustain and expand advanced analytical capabilities by actively participating in strategy, planning, and budgeting exercises. Leads and develops team to build and deploy various advanced analytical solutions in an agile and collaborative environment across business, data, and technology organizations. Enables team's success by simplifying processes across the model development lifecycle and driving automation. Identifies, scopes, and manages complex analytical projects in collaboration with business stakeholders, often translating results to non-technical business executives. Champions and manages efforts to deliver business insights via scalable, automated solutions using machine learning, simulation, and optimization. Responsible for ensuring all modeling and machine learning solutions adhere to industry standards, model risk policy, and regulatory expectations. Partners with enterprise analytical and IT teams to build USAA core capabilities and processes. Identifies additional resource needs ranging from IT investments, 3rd party support or additional analysts. Builds and oversees a team of Data Scientists through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in mathematics, computer science, statistics, economics, finance, actuarial sciences, science and engineering, or other similar quantitative discipline; OR 4 years of experience in statistics, mathematics, quantitative analytics, or related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years in predictive modeling, model governance, machine learning and large data analysis., OR Advanced Degree (e.g., Master's, PhD) in Mathematics, Statistics, Data Science, Computer Science, or related quantitative STEM field (Science, Technology, Engineering and Math) field and 6 years in predictive modeling, model governance, machine learning and large data analysis. 3 years of direct management experience. Strong communication skills; demonstrated ability to interpret and translate complex technical information to diverse audiences. Experience with various languages, applications, and technologies (such as SQL, Python, R, Spark, Hadoop etc.) commonly associated with delivery of Data Science solutions. Experience in developing and reviewing modeling solutions based on broad range of techniques - e.g., linear and logistic regressions, time series methods, survival analysis, support vector machines, neural networks, decision trees, random forests, gradient-boosting methods, deep learning, k-means and other clustering methods, simulation methods, or other advanced techniques. Demonstrated ability to apply best practices in modeling and machine learning techniques to solve business problems. Demonstrated ability to write and review complex technical documentation, communicate modeling insights and technical details to business leaders, technical and non-technical audiences. A strong track record of communicating results, insights, and technical solutions to Senior Executive Management (or equivalent). Deep technical skills, consulting experience, and business savvy to interface with all levels and disciplines within the organization. What sets you apart: Demonstrated leadership across diverse data science teams with a focus on delivering results in banking and financial services. Strong communication skills with the ability to influence stakeholders and align cross-functional teams. Deep understanding of model governance, regulatory expectations and best practices in AI/ML deployment. Proven track record of developing talent fostering collaboration and driving strategic data science initiative across the organization. Compensation range: The salary range for this position is: $189,370 - $361,950. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
07/05/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Director, Data Scientist, you will lead a team of Data Scientists responsible for identifying, scoping, and translating business problems into applied statistical, machine learning, simulation, and optimization solutions to inform actionable business insights and drive business value through automation, revenue generation, and expense and risk reduction. Works with business leaders to ideate, valuate, and scope projects to meet business needs. The incumbent will also manage the team's projects and communicates progress updates to senior leadership and other business stakeholders. Responsible for the team's model inventory and ensures compliance with USAA model risk policies and regulatory expectations. The person will be responsible for influencing the future of data science at USAA by conducting research on the latest technologies and driving adoption of those technologies. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is available for this position. What you'll do: Acts as advanced analytics thought leader and advisor to the business to shape strategies that drive competitiveness and differentiation. Influences business, data, and technology leaders to invest, sustain and expand advanced analytical capabilities by actively participating in strategy, planning, and budgeting exercises. Leads and develops team to build and deploy various advanced analytical solutions in an agile and collaborative environment across business, data, and technology organizations. Enables team's success by simplifying processes across the model development lifecycle and driving automation. Identifies, scopes, and manages complex analytical projects in collaboration with business stakeholders, often translating results to non-technical business executives. Champions and manages efforts to deliver business insights via scalable, automated solutions using machine learning, simulation, and optimization. Responsible for ensuring all modeling and machine learning solutions adhere to industry standards, model risk policy, and regulatory expectations. Partners with enterprise analytical and IT teams to build USAA core capabilities and processes. Identifies additional resource needs ranging from IT investments, 3rd party support or additional analysts. Builds and oversees a team of Data Scientists through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in mathematics, computer science, statistics, economics, finance, actuarial sciences, science and engineering, or other similar quantitative discipline; OR 4 years of experience in statistics, mathematics, quantitative analytics, or related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years in predictive modeling, model governance, machine learning and large data analysis., OR Advanced Degree (e.g., Master's, PhD) in Mathematics, Statistics, Data Science, Computer Science, or related quantitative STEM field (Science, Technology, Engineering and Math) field and 6 years in predictive modeling, model governance, machine learning and large data analysis. 3 years of direct management experience. Strong communication skills; demonstrated ability to interpret and translate complex technical information to diverse audiences. Experience with various languages, applications, and technologies (such as SQL, Python, R, Spark, Hadoop etc.) commonly associated with delivery of Data Science solutions. Experience in developing and reviewing modeling solutions based on broad range of techniques - e.g., linear and logistic regressions, time series methods, survival analysis, support vector machines, neural networks, decision trees, random forests, gradient-boosting methods, deep learning, k-means and other clustering methods, simulation methods, or other advanced techniques. Demonstrated ability to apply best practices in modeling and machine learning techniques to solve business problems. Demonstrated ability to write and review complex technical documentation, communicate modeling insights and technical details to business leaders, technical and non-technical audiences. A strong track record of communicating results, insights, and technical solutions to Senior Executive Management (or equivalent). Deep technical skills, consulting experience, and business savvy to interface with all levels and disciplines within the organization. What sets you apart: Demonstrated leadership across diverse data science teams with a focus on delivering results in banking and financial services. Strong communication skills with the ability to influence stakeholders and align cross-functional teams. Deep understanding of model governance, regulatory expectations and best practices in AI/ML deployment. Proven track record of developing talent fostering collaboration and driving strategic data science initiative across the organization. Compensation range: The salary range for this position is: $189,370 - $361,950. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
USAA
Fraud Analytics Senior
USAA Tampa, Florida
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Fraud Analytics Senior, you will be accountable for driving USAA's overall fraud strategy, policies, and analytic capabilities for fraud rules management. This role will collaborate with key stakeholders across the enterprise, influencing outcomes in a sophisticated, matrixed environment. This role will be an active participant in industry efforts to share and receive information, build industry partnerships and relations to formulate USAA's global fraud strategies and policies to better protect USAA from current, evolving, and future fraud threats. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Serves as an expert in multiple areas of focus within Financial Crimes space and facilitates discussions with team members to solution towards the strategic business direction. Takes ownership of small- and large-scale analyses or business strategy initiatives using sophisticated innovative/quantitative analytical approaches. Extracts insights from large, complex data sets to craft solutions within the Financial Crimes space through a range of data preparation, modeling, and visualization techniques, including predictive analysis, pattern recognition and/or Machine Learning. Applies association rule learning, cluster analysis, anomaly detection, data analysis and visualization (e.g., PowerBI, Tableau), and object-oriented programming (Python, SAS) to Provides insights to leadership related to additional resource needs ranging from IT investments, 3rd party support or additional analysts. Consults with the business to understand the business direction, environment and strategies for supported domains/clients; gathers requirements to recommend solutions and influence the business and drive change. Advocates for self and teammates to encourage the growth of direct and indirect peers toward continual technical and soft skill progression. Serves as a resource for mathematical skills, business product knowledge, and/or Financial Crimes knowledge. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of experience in financial crimes supporting and participating in stakeholder consultation, needs assessment, requirement translation and prescription of technology solutions. Previous experience gathering business requirements and applying business rules to recommend technology solutions. Demonstrated experience using fraud rules management to recommend strategies that reduce or mitigate loss and fraud exposures. Knowledge of data analysis tools, data visualization, developing analysis queries and procedures in SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems. Strong knowledge of bank laws and regulations related to money movement and /or payments, including but not limited to Reg E, Reg CC, UDAAP, FACTA and Reg Z. Strong written and verbal communication skills, with demonstrated ability synthesizing data and clearly reporting findings. What sets you apart: US military experience through military service or a military spouse/domestic partner Prior internal fraud experience Fraud Analytics experience specific to retail banking, credit card, debit card, deposits, checking account Programming experience in data analysis tools, data visualizations, and developing analysis queries and automation techniques utilizing SQL, SAS, Tableau, and Snowflake System knowledge operating a fraud detection engine tool i.e. Actimize, Advanced Defense, Falcon Expert Compensation range: The salary range for this position is: $114,080 - $205,340. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
07/04/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Fraud Analytics Senior, you will be accountable for driving USAA's overall fraud strategy, policies, and analytic capabilities for fraud rules management. This role will collaborate with key stakeholders across the enterprise, influencing outcomes in a sophisticated, matrixed environment. This role will be an active participant in industry efforts to share and receive information, build industry partnerships and relations to formulate USAA's global fraud strategies and policies to better protect USAA from current, evolving, and future fraud threats. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Serves as an expert in multiple areas of focus within Financial Crimes space and facilitates discussions with team members to solution towards the strategic business direction. Takes ownership of small- and large-scale analyses or business strategy initiatives using sophisticated innovative/quantitative analytical approaches. Extracts insights from large, complex data sets to craft solutions within the Financial Crimes space through a range of data preparation, modeling, and visualization techniques, including predictive analysis, pattern recognition and/or Machine Learning. Applies association rule learning, cluster analysis, anomaly detection, data analysis and visualization (e.g., PowerBI, Tableau), and object-oriented programming (Python, SAS) to Provides insights to leadership related to additional resource needs ranging from IT investments, 3rd party support or additional analysts. Consults with the business to understand the business direction, environment and strategies for supported domains/clients; gathers requirements to recommend solutions and influence the business and drive change. Advocates for self and teammates to encourage the growth of direct and indirect peers toward continual technical and soft skill progression. Serves as a resource for mathematical skills, business product knowledge, and/or Financial Crimes knowledge. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 6 years of experience in financial crimes supporting and participating in stakeholder consultation, needs assessment, requirement translation and prescription of technology solutions. Previous experience gathering business requirements and applying business rules to recommend technology solutions. Demonstrated experience using fraud rules management to recommend strategies that reduce or mitigate loss and fraud exposures. Knowledge of data analysis tools, data visualization, developing analysis queries and procedures in SQL, SAS, BI tools or other analysis software, and relevant industry data & methods and ability to connect external insights to business problems. Strong knowledge of bank laws and regulations related to money movement and /or payments, including but not limited to Reg E, Reg CC, UDAAP, FACTA and Reg Z. Strong written and verbal communication skills, with demonstrated ability synthesizing data and clearly reporting findings. What sets you apart: US military experience through military service or a military spouse/domestic partner Prior internal fraud experience Fraud Analytics experience specific to retail banking, credit card, debit card, deposits, checking account Programming experience in data analysis tools, data visualizations, and developing analysis queries and automation techniques utilizing SQL, SAS, Tableau, and Snowflake System knowledge operating a fraud detection engine tool i.e. Actimize, Advanced Defense, Falcon Expert Compensation range: The salary range for this position is: $114,080 - $205,340. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Trade Promotion Management (TPM) System Senior Finance Analyst (SFA)
Bel Brands USA Elk Grove Village, Illinois
Country: United States City: Chicago Job Family: Finance Contract Type: Unlimited-term Job ID: 52360 Trade Promotion Management (TPM) System Senior Finance Analyst (SFA) Bel, makers of iconic brands including Babybel, The Laughing Cow, Boursin, Kaukauna, Merkts, Price's and GoGo squeeZ, is a growing global company that values your contributions, strives to create a sense of belonging for everyone and offers career growth and development opportunities, as well as competitive total compensation and meaningful well-being benefits from day one. For All, For Good, our company signature, reflects Bel's commitment to Purpose Full Snacking, sustainability and responsible food for all. The company has headquarters for it's cheese business unit in Chicago and offices for GoGo squeeZ in New York City. Bel operates four US manufacturing plants in Little Chute, WI, and Brookings, SD, Nampa, ID, and Traverse City, MI. Job Overview : We are looking for a highly skilled Trade Promotion Management (TPM) System Senior Finance Analyst (SFA). This role is focused on optimizing the company's trade promotions by managing and enhancing advanced systems. This position is crucial for ensuring that trade promotions are effectively supported and aligned with broader business strategies. This role will require a combination of technical expertise, strategic insight, and a proactive approach to problem-solving to ensure that the company's trade promotions are not only efficient but also aligned with its overall business objectives. This position is pivotal for maintaining competitive advantage through optimized trade promotion strategies and improved user experiences. Essential Duties and Responsibilities : Xtel System/IT Support: Ensure robust IT support specifically for the Xtel system to streamline promotional planning and adjustments with focus on the sales planner aspect of the system to enhance efficiency. Field Sales Reporting Support: Lead efforts to troubleshoot field sales inquiries. Identify and resolve issues related to finance, user errors, or system inaccuracies to support field operations. Leverage broader IT support to quickly resolve issues and deliver system enhancements. TVAT (Total Volume and Trade) / DIL (Deal Item List) Reporting: Oversee the weekly production of TVAT/DIL reports to aid Field Sales teams in managing customer interactions and strategies effectively. Online TVAT Maintenance: Maintain and update the online TVAT system to ensure sales data is current, enhancing sales accuracy and success. Development of Online DIL Using PowerBI: Use PowerBI to develop sophisticated online Deal Item Lists, improving data visualization and analytical capabilities for trade promotions. Budget Preparation / Forecasting and Month-End Analysis: Contribute to budget preparation including sales planner setups, historical data management, and integrating customer budgets and COGS with Xtel. Assist in developing accurate sales forecasts and perform comprehensive month-end analyses to support strategic decisions. List Price Management: Manage list pricing structures to ensure the Sales team and cross-functional partners have accurate pricing information. New Item Management: Oversee the onboarding of new items, ensuring their seamless integration into promotional strategies and systems. Price Repository Management: Manage and update Price Repository ensuring accurate customer List Price, Everyday Net Cost, and Promotion Net Costs. End-User Training Coordination: Collaborate with Sales Strategy & Planning (SS&P) to design and implement training programs that increase end-user proficiency in system usage. Qualifications : Bachelor's degree in Business Administration, Information Technology, or a related field. Minimum 3 years of experience in food/beverage manufacturing or CPG industry Significant experience in trade promotion management and IT systems support. Proficiency with Xtel, SAP, and PowerBI platforms. Excellent analytical skills and problem-solving capabilities. Strong communication skills and ability to work with cross-functional teams. Proven track record in budget management and financial reporting. Experience in training coordination and systems integration. Performance Expectations: Quality, accuracy, timeliness, reliability, and thoroughness of work performed; ability to gain the trust and respect of management, coworkers and brokers; maintain the integrity of confidential business and product information; ability to communicate effectively and develop good working relationships with other employees is essential to accomplish goals and objectives of the department. Working Conditions: Work is performed largely in a HYBRID office environment. Hours of work will generally be during regular business hours with at least 40 hours a week. At times there will be some variation in work hours due to special projects, deadlines, and other concerns. Position requires up to 20% travel. 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. Total Rewards: Pay Scale: $90,000 - $100,000 Bonus Potential: 12% 401k, Medical, Dental, Vision from Day One, PTO days and more Hybrid work schedule in Chicago Bel Brands is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability status or any other basis protected by applicable federal, state, or local laws. Bel Brands also prohibits harassment of applicants or employees based on any of these protected categories. It is also Bel Brand's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Bel Brands is committed to recruiting, hiring and promoting people with disabilities and veterans. If you need an accommodation or assistance in using the website, please call . If you think that this job is for you, please click now on the button "Apply". PId098aed5-
07/02/2025
Full time
Country: United States City: Chicago Job Family: Finance Contract Type: Unlimited-term Job ID: 52360 Trade Promotion Management (TPM) System Senior Finance Analyst (SFA) Bel, makers of iconic brands including Babybel, The Laughing Cow, Boursin, Kaukauna, Merkts, Price's and GoGo squeeZ, is a growing global company that values your contributions, strives to create a sense of belonging for everyone and offers career growth and development opportunities, as well as competitive total compensation and meaningful well-being benefits from day one. For All, For Good, our company signature, reflects Bel's commitment to Purpose Full Snacking, sustainability and responsible food for all. The company has headquarters for it's cheese business unit in Chicago and offices for GoGo squeeZ in New York City. Bel operates four US manufacturing plants in Little Chute, WI, and Brookings, SD, Nampa, ID, and Traverse City, MI. Job Overview : We are looking for a highly skilled Trade Promotion Management (TPM) System Senior Finance Analyst (SFA). This role is focused on optimizing the company's trade promotions by managing and enhancing advanced systems. This position is crucial for ensuring that trade promotions are effectively supported and aligned with broader business strategies. This role will require a combination of technical expertise, strategic insight, and a proactive approach to problem-solving to ensure that the company's trade promotions are not only efficient but also aligned with its overall business objectives. This position is pivotal for maintaining competitive advantage through optimized trade promotion strategies and improved user experiences. Essential Duties and Responsibilities : Xtel System/IT Support: Ensure robust IT support specifically for the Xtel system to streamline promotional planning and adjustments with focus on the sales planner aspect of the system to enhance efficiency. Field Sales Reporting Support: Lead efforts to troubleshoot field sales inquiries. Identify and resolve issues related to finance, user errors, or system inaccuracies to support field operations. Leverage broader IT support to quickly resolve issues and deliver system enhancements. TVAT (Total Volume and Trade) / DIL (Deal Item List) Reporting: Oversee the weekly production of TVAT/DIL reports to aid Field Sales teams in managing customer interactions and strategies effectively. Online TVAT Maintenance: Maintain and update the online TVAT system to ensure sales data is current, enhancing sales accuracy and success. Development of Online DIL Using PowerBI: Use PowerBI to develop sophisticated online Deal Item Lists, improving data visualization and analytical capabilities for trade promotions. Budget Preparation / Forecasting and Month-End Analysis: Contribute to budget preparation including sales planner setups, historical data management, and integrating customer budgets and COGS with Xtel. Assist in developing accurate sales forecasts and perform comprehensive month-end analyses to support strategic decisions. List Price Management: Manage list pricing structures to ensure the Sales team and cross-functional partners have accurate pricing information. New Item Management: Oversee the onboarding of new items, ensuring their seamless integration into promotional strategies and systems. Price Repository Management: Manage and update Price Repository ensuring accurate customer List Price, Everyday Net Cost, and Promotion Net Costs. End-User Training Coordination: Collaborate with Sales Strategy & Planning (SS&P) to design and implement training programs that increase end-user proficiency in system usage. Qualifications : Bachelor's degree in Business Administration, Information Technology, or a related field. Minimum 3 years of experience in food/beverage manufacturing or CPG industry Significant experience in trade promotion management and IT systems support. Proficiency with Xtel, SAP, and PowerBI platforms. Excellent analytical skills and problem-solving capabilities. Strong communication skills and ability to work with cross-functional teams. Proven track record in budget management and financial reporting. Experience in training coordination and systems integration. Performance Expectations: Quality, accuracy, timeliness, reliability, and thoroughness of work performed; ability to gain the trust and respect of management, coworkers and brokers; maintain the integrity of confidential business and product information; ability to communicate effectively and develop good working relationships with other employees is essential to accomplish goals and objectives of the department. Working Conditions: Work is performed largely in a HYBRID office environment. Hours of work will generally be during regular business hours with at least 40 hours a week. At times there will be some variation in work hours due to special projects, deadlines, and other concerns. Position requires up to 20% travel. 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. Total Rewards: Pay Scale: $90,000 - $100,000 Bonus Potential: 12% 401k, Medical, Dental, Vision from Day One, PTO days and more Hybrid work schedule in Chicago Bel Brands is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability status or any other basis protected by applicable federal, state, or local laws. Bel Brands also prohibits harassment of applicants or employees based on any of these protected categories. It is also Bel Brand's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Bel Brands is committed to recruiting, hiring and promoting people with disabilities and veterans. If you need an accommodation or assistance in using the website, please call . If you think that this job is for you, please click now on the button "Apply". PId098aed5-
Senior Compensation Analyst
Airlines Reporting Corporation Arlington, Virginia
Senior Compensation Analyst US-VA-Arlington Job ID: Type: Regular Full-Time # of Openings: 1 Category: People and Culture Arlington Overview It's a great time to join us at Airlines Reporting Corporation (ARC)! ARC accelerates the growth of global air travel by delivering forward-looking travel data, flexible distribution services and other innovative industry solutions. We are a leading travel intelligence company with the world's largest, most comprehensive global airline ticket dataset, including more than 15 billion passenger flights. By working here, you can contribute to solutions and expertise that strengthen economies and enrich lives. We think big, embrace challenges and explore new ideas to lead the way for the travel industry. ARC is looking for a Senior Compensation Analyst to join our team! In this role, you will m anage the administration of base salary compensation, role profiles, market pricing, and ARC's salary structure. You will support the administration of year-end compensation cycle. You will d evelop, analyze , and recommend improved compensations strategies that provide solutions to issues in creative and effective ways. You will ensure internal equity, external competitiveness, and compliance with all applicable laws, regulations, and organizational policies. Responsibilities Perform the day-to-day administration of ARC compensation programs, including updating the incentive model quarterly, ensuring system data integrity, updating the compensation model, maintaining the P&C Dashboard and T&R Dashboard, and issuing annual total rewards statements. Ensures programs are well communicated and understood by employees/managers through materials and training. Review requisition and promotion requests to determine appropriate salary recommendations, gain alignment with managers, and coordinate with talent acquisition to ensure ARC is competitive and business-smart on hiring and promotion decisions using a data driven approach. Work as a strategic partner with P&C and the business in making key compensation decisions. Coordinate and oversee the participation in and the collection and maintenance of salary survey data in ARC's salary database. Conduct job analysis (including FLSA determination) and market pricing efforts to review external and internal competitiveness of ARC's jobs. Leverage external market surveys as additional sources of data. Provide advice, communication, training, and counsel to managers and business leaders on current and emerging pay practices and statutory guideline interpretation. Partner closely with the finance department for payroll, incentive pay, and workforce planning. Develop, implement, revise, and maintain compensation-related policies and procedures that incorporate analysis of compensation programs, local, state, and federal wage and hour regulation compliance, equity, and competitive pay practices to attract, retain, and motivate employees. Administer the annual salary and incentive planning process. Create project plans, communicate timelines, coordinate training efforts, and work in partnership with Director, Total Rewards to ensure the organizational needs are met. Configure and deploy the compensation module within ARC's HRIS system. Design and deliver annual compensation statements to employees. Qualifications 4+ years of experience in a compensation position, with specific preference given to statistical analysis. Bachelor's degree in Human Resources, Finance/Accounting, or related field preferred; equivalent work experience considered. Knowledge of the impact of compensation programs on company financial metrics Must be detailed oriented and able to maintain high levels of confidentiality. Proficient in Microsoft Office (Excel, Word, PowerPoint, SharePoint) - Excel is a must have. Proficient in use of HRIS systems, including running queries and analyzing employee data Strong written and oral communication and consultative skills The role will be hands-on and will ideally have a mix of large company experience coupled with entrepreneurial, high-growth company experience. PM21 Compensation details: 00 Yearly Salary PIa790a8f0d5-
07/02/2025
Full time
Senior Compensation Analyst US-VA-Arlington Job ID: Type: Regular Full-Time # of Openings: 1 Category: People and Culture Arlington Overview It's a great time to join us at Airlines Reporting Corporation (ARC)! ARC accelerates the growth of global air travel by delivering forward-looking travel data, flexible distribution services and other innovative industry solutions. We are a leading travel intelligence company with the world's largest, most comprehensive global airline ticket dataset, including more than 15 billion passenger flights. By working here, you can contribute to solutions and expertise that strengthen economies and enrich lives. We think big, embrace challenges and explore new ideas to lead the way for the travel industry. ARC is looking for a Senior Compensation Analyst to join our team! In this role, you will m anage the administration of base salary compensation, role profiles, market pricing, and ARC's salary structure. You will support the administration of year-end compensation cycle. You will d evelop, analyze , and recommend improved compensations strategies that provide solutions to issues in creative and effective ways. You will ensure internal equity, external competitiveness, and compliance with all applicable laws, regulations, and organizational policies. Responsibilities Perform the day-to-day administration of ARC compensation programs, including updating the incentive model quarterly, ensuring system data integrity, updating the compensation model, maintaining the P&C Dashboard and T&R Dashboard, and issuing annual total rewards statements. Ensures programs are well communicated and understood by employees/managers through materials and training. Review requisition and promotion requests to determine appropriate salary recommendations, gain alignment with managers, and coordinate with talent acquisition to ensure ARC is competitive and business-smart on hiring and promotion decisions using a data driven approach. Work as a strategic partner with P&C and the business in making key compensation decisions. Coordinate and oversee the participation in and the collection and maintenance of salary survey data in ARC's salary database. Conduct job analysis (including FLSA determination) and market pricing efforts to review external and internal competitiveness of ARC's jobs. Leverage external market surveys as additional sources of data. Provide advice, communication, training, and counsel to managers and business leaders on current and emerging pay practices and statutory guideline interpretation. Partner closely with the finance department for payroll, incentive pay, and workforce planning. Develop, implement, revise, and maintain compensation-related policies and procedures that incorporate analysis of compensation programs, local, state, and federal wage and hour regulation compliance, equity, and competitive pay practices to attract, retain, and motivate employees. Administer the annual salary and incentive planning process. Create project plans, communicate timelines, coordinate training efforts, and work in partnership with Director, Total Rewards to ensure the organizational needs are met. Configure and deploy the compensation module within ARC's HRIS system. Design and deliver annual compensation statements to employees. Qualifications 4+ years of experience in a compensation position, with specific preference given to statistical analysis. Bachelor's degree in Human Resources, Finance/Accounting, or related field preferred; equivalent work experience considered. Knowledge of the impact of compensation programs on company financial metrics Must be detailed oriented and able to maintain high levels of confidentiality. Proficient in Microsoft Office (Excel, Word, PowerPoint, SharePoint) - Excel is a must have. Proficient in use of HRIS systems, including running queries and analyzing employee data Strong written and oral communication and consultative skills The role will be hands-on and will ideally have a mix of large company experience coupled with entrepreneurial, high-growth company experience. PM21 Compensation details: 00 Yearly Salary PIa790a8f0d5-
Senior Financial Analyst
Berkeley Research Group, LLC Boston, Massachusetts
BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Position Title: Senior Financial Analyst Location: Boston, MA Position Type: Full time Requisition ID: JR100086 Description:We do Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition. Comprised of experienced, hands-on professionals that are results-oriented and data-driven, the market leading BRG Corporate Finance practice collaborates as partners with management teams and sponsors to focus on strategic options that maximize value for stakeholders. Furthermore, the practice has deep operational experience to deliver interim management to companies in need of C-Suite level experience and targeted surge resources to ease the pressure on management teams. The BRG Corporate Finance practice has in-depth experience across a wide range of industries and markets, including but not limited to retail, consumer products, financial services, healthcare, energy and technology. Across sectors, BRG has experienced professionals who understand the challenges clients face - making it well-equipped to help solve clients' issues. Our five core service offerings include: Turnaround & Restructuring (T&R) Transaction Advisory (TA) Finance Excellence (FE) Private Equity PortCo Services (PEPS) Transaction & Valuation Opinions (VAL) The BRG Turnaround & Restructuring practice is seeking to add professionals due to client demand and market opportunities. The ideal candidate should be prepared to work in a team-oriented environment on a diverse range of turnaround advisory assignments. Articulating findings and recommendations around the key financial, business issues, and value drivers are critical components for this position. The ideal candidate will have skills in the following areas: Three-statement financial modeling, including scenario planning Financial planning & analysis 13-week cash flow modeling Chapter 11 process Transactions, including sale of assets or businesses This position offers advancement opportunities within a rapidly growing, dynamic and fast-paced consulting firm in an entrepreneurial environment. Responsibilities Support the day-to-day activities of BRG Corporate Finance - Turnaround & Restructuring client service teams on engagements Execute multiple tasks across a consulting engagement including modeling and client presentations Utilize business, finance, accounting, and analytical skills to perform tasks including: 13-week cash flow models, 3-statement models, and pro-forma scenario models Demonstrate the ability to work in a team environment; collaborate with T&R and BRG experts, professionals from other firms, and client contacts to achieve engagement objectives Assist in preparation of reports, written analyses, presentations, and other client deliverables Participate in the development of a fast-growing, entrepreneurial consulting practice including assisting in marketing, client pitches, and product and practice development Demonstrate the highest degree of professionalism, ethics, quality, and integrity Qualifications Bachelors degree or degree equivalent in Business, Accounting/Finance, Management, Engineering, Economics, Mathematics, or related field 3+ years of work experience, ideally in a consulting or professional services environment Experience in financial modeling and analysis (particularly in Excel), including constructing and understanding 3-statement financial models, cash flows, and scenario analyses Ability to manage and analyze large volumes of financial and operational data Ability to interpret the results of qualitative and quantitative analysis and develop insights and recommendations Excellent written and oral communication skills and a demonstrated ability to interact with junior and senior team members, senior management, and other stakeholders or professionals Mature presence, empathy, intellectual curiosity, and ability to learn quickly Strong problem solving and project management skills Ability to work well independently or in a team dynamic Ability to manage multiple tasks, prioritize changing work demands and learn quickly CFA, CPA (or equivalent), or technical/GAAP accounting expertise is a plus Advanced in Microsoft Excel, PowerPoint, Word Familiarity with financial research tools (e.g., Capital IQ, Bloomberg, etc.) Willingness to travel as needed. PM22 About BRG BRG combines world-leading academic credentials with world-tested business expertise purpose-built for agility and connectivity, which sets us apart-and gets you ahead. At BRG, our top-tier professionals include specialist consultants, industry experts, renowned academics, and leading-edge data scientists. Together, they bring a diversity of proven real-world experience to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges for organizations across the globe. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking from diverse perspectives that, when paired with our global reach and resources, make us uniquely capable to address our clients' challenges. We get results because we know how to apply our thinking to your world. At BRG, we don't just show you what's possible. We're built to help you make it happen. BRG is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities PIcb27bc70947d-9052
07/02/2025
Full time
BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Position Title: Senior Financial Analyst Location: Boston, MA Position Type: Full time Requisition ID: JR100086 Description:We do Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition. Comprised of experienced, hands-on professionals that are results-oriented and data-driven, the market leading BRG Corporate Finance practice collaborates as partners with management teams and sponsors to focus on strategic options that maximize value for stakeholders. Furthermore, the practice has deep operational experience to deliver interim management to companies in need of C-Suite level experience and targeted surge resources to ease the pressure on management teams. The BRG Corporate Finance practice has in-depth experience across a wide range of industries and markets, including but not limited to retail, consumer products, financial services, healthcare, energy and technology. Across sectors, BRG has experienced professionals who understand the challenges clients face - making it well-equipped to help solve clients' issues. Our five core service offerings include: Turnaround & Restructuring (T&R) Transaction Advisory (TA) Finance Excellence (FE) Private Equity PortCo Services (PEPS) Transaction & Valuation Opinions (VAL) The BRG Turnaround & Restructuring practice is seeking to add professionals due to client demand and market opportunities. The ideal candidate should be prepared to work in a team-oriented environment on a diverse range of turnaround advisory assignments. Articulating findings and recommendations around the key financial, business issues, and value drivers are critical components for this position. The ideal candidate will have skills in the following areas: Three-statement financial modeling, including scenario planning Financial planning & analysis 13-week cash flow modeling Chapter 11 process Transactions, including sale of assets or businesses This position offers advancement opportunities within a rapidly growing, dynamic and fast-paced consulting firm in an entrepreneurial environment. Responsibilities Support the day-to-day activities of BRG Corporate Finance - Turnaround & Restructuring client service teams on engagements Execute multiple tasks across a consulting engagement including modeling and client presentations Utilize business, finance, accounting, and analytical skills to perform tasks including: 13-week cash flow models, 3-statement models, and pro-forma scenario models Demonstrate the ability to work in a team environment; collaborate with T&R and BRG experts, professionals from other firms, and client contacts to achieve engagement objectives Assist in preparation of reports, written analyses, presentations, and other client deliverables Participate in the development of a fast-growing, entrepreneurial consulting practice including assisting in marketing, client pitches, and product and practice development Demonstrate the highest degree of professionalism, ethics, quality, and integrity Qualifications Bachelors degree or degree equivalent in Business, Accounting/Finance, Management, Engineering, Economics, Mathematics, or related field 3+ years of work experience, ideally in a consulting or professional services environment Experience in financial modeling and analysis (particularly in Excel), including constructing and understanding 3-statement financial models, cash flows, and scenario analyses Ability to manage and analyze large volumes of financial and operational data Ability to interpret the results of qualitative and quantitative analysis and develop insights and recommendations Excellent written and oral communication skills and a demonstrated ability to interact with junior and senior team members, senior management, and other stakeholders or professionals Mature presence, empathy, intellectual curiosity, and ability to learn quickly Strong problem solving and project management skills Ability to work well independently or in a team dynamic Ability to manage multiple tasks, prioritize changing work demands and learn quickly CFA, CPA (or equivalent), or technical/GAAP accounting expertise is a plus Advanced in Microsoft Excel, PowerPoint, Word Familiarity with financial research tools (e.g., Capital IQ, Bloomberg, etc.) Willingness to travel as needed. PM22 About BRG BRG combines world-leading academic credentials with world-tested business expertise purpose-built for agility and connectivity, which sets us apart-and gets you ahead. At BRG, our top-tier professionals include specialist consultants, industry experts, renowned academics, and leading-edge data scientists. Together, they bring a diversity of proven real-world experience to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges for organizations across the globe. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking from diverse perspectives that, when paired with our global reach and resources, make us uniquely capable to address our clients' challenges. We get results because we know how to apply our thinking to your world. At BRG, we don't just show you what's possible. We're built to help you make it happen. BRG is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities PIcb27bc70947d-9052
Breakthru Beverage Group
Senior Financial Analyst
Breakthru Beverage Group Saint Louis, Missouri
Time Type: Full time Remote Type: Job Family Group: Finance Job Description Summary: This position supports the market financial team by performing key financial and planning analysis and providing budget support. This position will play a critical role in the annual budget process and will perform monthly revenue and gross profit variances analysis by utilizing our SAP Webi, SAP AA Office, Oracle budgeting/reporting tool and Power BI. Job Description: Job Responsibilities: Assist in activities like monthly forecasting and the annual expense budgeting process or other financial processes. Conduct business case and financial modeling. Lead monthly financial reviews for various company vice presidents and department managers. Support all sales managers and/or brand managers in the preparation, reporting, analysis and understanding of their spending of internal banks (actual vs. committed) and other financial related activities. Perform variance analysis across consolidated beverage group including critical analysis of trends, variances, and key metrics with an eye towards improvement. Compile and analyze various detailed trackers for finance area. Prepare technical documentation such as user manuals for new and revised accounting transactions. Assist in training and mentoring financial analyst on best financial practices. Maintain confidentiality of financial information or any other tasks assigned. Other duties, as assigned by the jobholder's supervisor, may also be required. Minimum Qualifications: Bachelor's degree in related field and/or equivalent training and work experience Minimum of 3 years' experience in finance or accounting Proficient PC skills using MS Office and other various computer programs including presentation software Must be a results-oriented professional with verbal/written communication skills using diplomacy and discretion as well as customer service skills Ability to multi-task, work independently and/or within a team, pay attention to detail and meet deadlines Analytic and Reporting skills Utilize sound judgement, analytical and problem-solving skills Ability to work in fast-paced, high-volume, team environment Preferred Qualifications: Bachelor's degree in finance or accounting Financial modeling experience Experience with ERP accounting system such as SAP Skills in using advanced financial reporting and budgeting tool such as Oracle Physical Requirements: While performing the duties of this job, the employee is regularly required to, stand, sit; talk, hear, and use hands and fingers to operate a computer and telephone Competencies: Understanding of generally accepted accounting principles (GAAP) May help coordinate the work of junior members of the team. Resolves issues which are often varied and non-routine. Undertakes analysis and investigation to solve issues. This job description is only a summary of the typical functions of this position, not an exhaustive or comprehensive list of all possible job responsibilities, tasks and duties. Responsibilities, tasks, and duties of individual jobholders may vary from the above description. - Breakthru Beverage Group is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information and other legally protected characteristics. The EEO is the Law poster is available here . If you need a reasonable accommodation because of a disability for any part of the employment process, please call and let us know the nature of your request and your contact information.
07/02/2025
Full time
Time Type: Full time Remote Type: Job Family Group: Finance Job Description Summary: This position supports the market financial team by performing key financial and planning analysis and providing budget support. This position will play a critical role in the annual budget process and will perform monthly revenue and gross profit variances analysis by utilizing our SAP Webi, SAP AA Office, Oracle budgeting/reporting tool and Power BI. Job Description: Job Responsibilities: Assist in activities like monthly forecasting and the annual expense budgeting process or other financial processes. Conduct business case and financial modeling. Lead monthly financial reviews for various company vice presidents and department managers. Support all sales managers and/or brand managers in the preparation, reporting, analysis and understanding of their spending of internal banks (actual vs. committed) and other financial related activities. Perform variance analysis across consolidated beverage group including critical analysis of trends, variances, and key metrics with an eye towards improvement. Compile and analyze various detailed trackers for finance area. Prepare technical documentation such as user manuals for new and revised accounting transactions. Assist in training and mentoring financial analyst on best financial practices. Maintain confidentiality of financial information or any other tasks assigned. Other duties, as assigned by the jobholder's supervisor, may also be required. Minimum Qualifications: Bachelor's degree in related field and/or equivalent training and work experience Minimum of 3 years' experience in finance or accounting Proficient PC skills using MS Office and other various computer programs including presentation software Must be a results-oriented professional with verbal/written communication skills using diplomacy and discretion as well as customer service skills Ability to multi-task, work independently and/or within a team, pay attention to detail and meet deadlines Analytic and Reporting skills Utilize sound judgement, analytical and problem-solving skills Ability to work in fast-paced, high-volume, team environment Preferred Qualifications: Bachelor's degree in finance or accounting Financial modeling experience Experience with ERP accounting system such as SAP Skills in using advanced financial reporting and budgeting tool such as Oracle Physical Requirements: While performing the duties of this job, the employee is regularly required to, stand, sit; talk, hear, and use hands and fingers to operate a computer and telephone Competencies: Understanding of generally accepted accounting principles (GAAP) May help coordinate the work of junior members of the team. Resolves issues which are often varied and non-routine. Undertakes analysis and investigation to solve issues. This job description is only a summary of the typical functions of this position, not an exhaustive or comprehensive list of all possible job responsibilities, tasks and duties. Responsibilities, tasks, and duties of individual jobholders may vary from the above description. - Breakthru Beverage Group is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information and other legally protected characteristics. The EEO is the Law poster is available here . If you need a reasonable accommodation because of a disability for any part of the employment process, please call and let us know the nature of your request and your contact information.
Breakthru Beverage Group
Senior Financial Analyst
Breakthru Beverage Group Saint Louis, Missouri
Time Type: Full time Remote Type: Job Family Group: Finance Job Description Summary: This position supports the market financial team by performing key financial and planning analysis and providing budget support. This position will play a critical role in the annual budget process and will perform monthly revenue and gross profit variances analysis by utilizing our SAP Webi, SAP AA Office, Oracle budgeting/reporting tool and Power BI. Job Description: Job Responsibilities: Assist in activities like monthly forecasting and the annual expense budgeting process or other financial processes. Conduct business case and financial modeling. Lead monthly financial reviews for various company vice presidents and department managers. Support all sales managers and/or brand managers in the preparation, reporting, analysis and understanding of their spending of internal banks (actual vs. committed) and other financial related activities. Perform variance analysis across consolidated beverage group including critical analysis of trends, variances, and key metrics with an eye towards improvement. Compile and analyze various detailed trackers for finance area. Prepare technical documentation such as user manuals for new and revised accounting transactions. Assist in training and mentoring financial analyst on best financial practices. Maintain confidentiality of financial information or any other tasks assigned. Other duties, as assigned by the jobholders supervisor, may also be required. Minimum Qualifications: Bachelors degree in related field and/or equivalent training and work experience Minimum of 3 years experience in finance or accounting Proficient PC skills using MS Office and other various computer programs including presentation software Must be a results-oriented professional with verbal/written communication skills using diplomacy and discretion as well as customer service skills Ability to multi-task, work independently and/or within a team, pay attention to detail and meet deadlines Analytic and Reporting skills Utilize sound judgement, analytical and problem-solving skills Ability to work in fast-paced, high-volume, team environment Preferred Qualifications: Bachelor's degree in finance or accounting Financial modeling experience Experience with ERP accounting system such as SAP Skills in using advanced financial reporting and budgeting tool such as Oracle Physical Requirements: While performing the duties of this job, the employee is regularly required to, stand, sit; talk, hear, and use hands and fingers to operate a computer and telephone Competencies: Understanding of generally accepted accounting principles (GAAP) May help coordinate the work of junior members of the team. Resolves issues which are often varied and non-routine. Undertakes analysis and investigation to solve issues. This job description is only a summary of the typical functions of this position, not an exhaustive or comprehensive list of all possible job responsibilities, tasks and duties. Responsibilities, tasks, and duties of individual jobholders may vary from the above description. - Breakthru Beverage Group is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information and other legally protected characteristics. The EEO is the Law poster is available here . If you need a reasonable accommodation because of a disability for any part of the employment process, please call and let us know the nature of your request and your contact information. Required Preferred Job Industries Accounting & Finance
07/02/2025
Full time
Time Type: Full time Remote Type: Job Family Group: Finance Job Description Summary: This position supports the market financial team by performing key financial and planning analysis and providing budget support. This position will play a critical role in the annual budget process and will perform monthly revenue and gross profit variances analysis by utilizing our SAP Webi, SAP AA Office, Oracle budgeting/reporting tool and Power BI. Job Description: Job Responsibilities: Assist in activities like monthly forecasting and the annual expense budgeting process or other financial processes. Conduct business case and financial modeling. Lead monthly financial reviews for various company vice presidents and department managers. Support all sales managers and/or brand managers in the preparation, reporting, analysis and understanding of their spending of internal banks (actual vs. committed) and other financial related activities. Perform variance analysis across consolidated beverage group including critical analysis of trends, variances, and key metrics with an eye towards improvement. Compile and analyze various detailed trackers for finance area. Prepare technical documentation such as user manuals for new and revised accounting transactions. Assist in training and mentoring financial analyst on best financial practices. Maintain confidentiality of financial information or any other tasks assigned. Other duties, as assigned by the jobholders supervisor, may also be required. Minimum Qualifications: Bachelors degree in related field and/or equivalent training and work experience Minimum of 3 years experience in finance or accounting Proficient PC skills using MS Office and other various computer programs including presentation software Must be a results-oriented professional with verbal/written communication skills using diplomacy and discretion as well as customer service skills Ability to multi-task, work independently and/or within a team, pay attention to detail and meet deadlines Analytic and Reporting skills Utilize sound judgement, analytical and problem-solving skills Ability to work in fast-paced, high-volume, team environment Preferred Qualifications: Bachelor's degree in finance or accounting Financial modeling experience Experience with ERP accounting system such as SAP Skills in using advanced financial reporting and budgeting tool such as Oracle Physical Requirements: While performing the duties of this job, the employee is regularly required to, stand, sit; talk, hear, and use hands and fingers to operate a computer and telephone Competencies: Understanding of generally accepted accounting principles (GAAP) May help coordinate the work of junior members of the team. Resolves issues which are often varied and non-routine. Undertakes analysis and investigation to solve issues. This job description is only a summary of the typical functions of this position, not an exhaustive or comprehensive list of all possible job responsibilities, tasks and duties. Responsibilities, tasks, and duties of individual jobholders may vary from the above description. - Breakthru Beverage Group is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic information and other legally protected characteristics. The EEO is the Law poster is available here . If you need a reasonable accommodation because of a disability for any part of the employment process, please call and let us know the nature of your request and your contact information. Required Preferred Job Industries Accounting & Finance
MassMutual
Corporate Strategy Lead
MassMutual Boston, Massachusetts
MassMutual is a Fortune 100 company with scaled businesses spanning life insurance, annuities, wealth management, and asset management. Our CFO organization is embarking on a transformative vision: To be known as trusted business partners to the company and stewards of long-term value creation for our policyowners by driving influence and impact through high-quality, timely insights. Corporate Strategy contributes to this vision by identifying and analyzing emerging industry trends and competitive risks, recommending growth opportunities and ensuring business and corporate unit strategies align with the organizational vision and long-term aspirations. Corporate Strategy will also evolve its capabilities and develop a multi-year strategic planning framework, incorporating scenario-based planning. Corporate Strategy accomplishes these goals by working with senior leaders to optimize our portfolio of businesses for the benefit of our participating policyholders. Corporate Strategy's remit includes strategic planning, Board strategy, and internal consultancy all of which involves finding answers to top-of-mind business problems for senior leaders, including the CEO, Board of Directors, and Executive Leadership Team. As a leader on the Corporate Strategy team, your efforts will focus on: Defining MassMutual's strategy, including what metrics we use to measure success and optimizing our portfolio of businesses for long-term health and value Developing and collaborating with partners across the enterprise on Board strategy deliverables including macro analysis of the external and competitive environment Helping build out a robust strategic planning process tied to a refreshed annual planning process; including creating scenarios to pressure test strategic pathways Producing actionable business insights through in-depth knowledge of our existing businesses aligned with peer Consumer Insights and Market Insights organizations Scoping, designing and leading bespoke projects for senior leaders that solve key enterprise priorities Recruiting and developing iMMerse analysts with an emphasis on teaching them the strategy process and problem solving e.g., providing active coaching/feedback, serving as a developmental manager or mentor, leading part of our recruiting and training efforts). MassMutual's Corporate Strategy team adheres to a "classic" strategy process. We help the CEO, Board, and Executive Team on enterprise-level strategy and work with our CFO colleagues on building out a multi-year strategic planning process. We also serve as an "internal consultancy" where we help solve the most difficult business problems (typically cross-functional) facing our leaders. The Corporate Strategy team is composed of high-performing professionals with a mix of top-tier financial services and management consulting experience. The Corporate Strategy team consists of the Strategy, Consumer Insights, and Market Insights functions. This role sits within the Strategy team, reports to the Head of Strategy, and works closely with the Head of Corporate Strategy. The team is aligned with MassMutual's core values: focus on the customer, act with integrity, value people, work collaboratively, achieve results. Characteristics of successful Strategy Leads include insatiable intellectual curiosity, courageous thought leadership, team leadership, relentless process and project management, and superior communication skills. The team is acutely aware that we are not professional problem solvers; we are professional communicators who solve problems to have our solutions adopted and drive value. Because we are reliant on peers across the organization for data and analysis, we approach each project humbly and as an opportunity to learn and collaborate knowing that we often co-present with our partners to senior leadership to diffuse the strategy process throughout the enterprise. Cultivating, coaching, and mentoring of our Analysts is incredibly important. In turn, our Analysts provide our Strategy Leads with the leverage they need to grow and take on more responsibility. In addition, Strategy Leads take on leadership roles in the recruitment, training, and ongoing development of Analysts. Strategy Leads will have compelling opportunities for significant professional advancement within the Corporate Strategy team and MassMutual more broadly. This opportunity: Takes the best aspects of external consulting, including high-value and leverage projects, exposure to senior executives, coaching, and team leadership Removes the downsides of external consulting, including most travel, non-strategic projects, "death by PowerPoint," and potential misalignment of incentives All while working for a distinctive mutual life insurer with a portfolio of leading companies across financial services The Minimum Qualifications 4+ years of strategy consulting experience (must be highly rated), inclusive of experience leading substantive portions of project teams or deep financial services industry knowledge (8+ years experience) and a proven ability to lead projects Strategy consulting experience should be from a top-tier management / strategy consulting firm or a similar role with a leading internal strategy function Bachelor's degree from leading college or university; graduate degree is valued, but not a requirement Track record of developing Analysts through coaching and mentoring Ability to quickly break down problems in a structured manner, and prioritize analysis Ability to analyze complex data and draw out insights and implications Ability to create simple, powerful, and data-driven communications for senior leaders Ability to effectively communicate with senior leaders and build enduring, trust based and high-impact relationships with clients and other colleagues What to Expect as Part of MassMutual and the Team Regular meetings with the Corporate Strategy team Focused one-on-one meetings with your manager Access to mentorship opportunities Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
06/30/2025
Full time
MassMutual is a Fortune 100 company with scaled businesses spanning life insurance, annuities, wealth management, and asset management. Our CFO organization is embarking on a transformative vision: To be known as trusted business partners to the company and stewards of long-term value creation for our policyowners by driving influence and impact through high-quality, timely insights. Corporate Strategy contributes to this vision by identifying and analyzing emerging industry trends and competitive risks, recommending growth opportunities and ensuring business and corporate unit strategies align with the organizational vision and long-term aspirations. Corporate Strategy will also evolve its capabilities and develop a multi-year strategic planning framework, incorporating scenario-based planning. Corporate Strategy accomplishes these goals by working with senior leaders to optimize our portfolio of businesses for the benefit of our participating policyholders. Corporate Strategy's remit includes strategic planning, Board strategy, and internal consultancy all of which involves finding answers to top-of-mind business problems for senior leaders, including the CEO, Board of Directors, and Executive Leadership Team. As a leader on the Corporate Strategy team, your efforts will focus on: Defining MassMutual's strategy, including what metrics we use to measure success and optimizing our portfolio of businesses for long-term health and value Developing and collaborating with partners across the enterprise on Board strategy deliverables including macro analysis of the external and competitive environment Helping build out a robust strategic planning process tied to a refreshed annual planning process; including creating scenarios to pressure test strategic pathways Producing actionable business insights through in-depth knowledge of our existing businesses aligned with peer Consumer Insights and Market Insights organizations Scoping, designing and leading bespoke projects for senior leaders that solve key enterprise priorities Recruiting and developing iMMerse analysts with an emphasis on teaching them the strategy process and problem solving e.g., providing active coaching/feedback, serving as a developmental manager or mentor, leading part of our recruiting and training efforts). MassMutual's Corporate Strategy team adheres to a "classic" strategy process. We help the CEO, Board, and Executive Team on enterprise-level strategy and work with our CFO colleagues on building out a multi-year strategic planning process. We also serve as an "internal consultancy" where we help solve the most difficult business problems (typically cross-functional) facing our leaders. The Corporate Strategy team is composed of high-performing professionals with a mix of top-tier financial services and management consulting experience. The Corporate Strategy team consists of the Strategy, Consumer Insights, and Market Insights functions. This role sits within the Strategy team, reports to the Head of Strategy, and works closely with the Head of Corporate Strategy. The team is aligned with MassMutual's core values: focus on the customer, act with integrity, value people, work collaboratively, achieve results. Characteristics of successful Strategy Leads include insatiable intellectual curiosity, courageous thought leadership, team leadership, relentless process and project management, and superior communication skills. The team is acutely aware that we are not professional problem solvers; we are professional communicators who solve problems to have our solutions adopted and drive value. Because we are reliant on peers across the organization for data and analysis, we approach each project humbly and as an opportunity to learn and collaborate knowing that we often co-present with our partners to senior leadership to diffuse the strategy process throughout the enterprise. Cultivating, coaching, and mentoring of our Analysts is incredibly important. In turn, our Analysts provide our Strategy Leads with the leverage they need to grow and take on more responsibility. In addition, Strategy Leads take on leadership roles in the recruitment, training, and ongoing development of Analysts. Strategy Leads will have compelling opportunities for significant professional advancement within the Corporate Strategy team and MassMutual more broadly. This opportunity: Takes the best aspects of external consulting, including high-value and leverage projects, exposure to senior executives, coaching, and team leadership Removes the downsides of external consulting, including most travel, non-strategic projects, "death by PowerPoint," and potential misalignment of incentives All while working for a distinctive mutual life insurer with a portfolio of leading companies across financial services The Minimum Qualifications 4+ years of strategy consulting experience (must be highly rated), inclusive of experience leading substantive portions of project teams or deep financial services industry knowledge (8+ years experience) and a proven ability to lead projects Strategy consulting experience should be from a top-tier management / strategy consulting firm or a similar role with a leading internal strategy function Bachelor's degree from leading college or university; graduate degree is valued, but not a requirement Track record of developing Analysts through coaching and mentoring Ability to quickly break down problems in a structured manner, and prioritize analysis Ability to analyze complex data and draw out insights and implications Ability to create simple, powerful, and data-driven communications for senior leaders Ability to effectively communicate with senior leaders and build enduring, trust based and high-impact relationships with clients and other colleagues What to Expect as Part of MassMutual and the Team Regular meetings with the Corporate Strategy team Focused one-on-one meetings with your manager Access to mentorship opportunities Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups Access to learning content on Degreed and other informational platforms Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
Senior Credit Analyst
MISO Carmel, Indiana
Key Responsibilities: Monitor and manage collateral, corporate guarantees, unsecured credit, and other financial instruments. Perform financial analysis and issue margin calls and credit threshold alerts as needed. Interpret and apply tariff language; contribute to stakeholder processes to improve credit provisions. Partner with internal and external stakeholders to communicate risk assessments and mitigation strategies. Ensure compliance with SOC 1, CIP, FERC, NERC, NAESB, and other applicable standards. Benchmark credit policies across RTOs/ISOs and recommend improvements aligned with industry best practices. What we are looking for: Bachelor's degree in Business, Accounting, or Finance (Master's a plus) Experience in energy trading markets (power/electricity or natural gas preferred) Strong financial analysis and reasoning skills; deep understanding of financial statements Familiarity with bankruptcy law and creditors' rights Excellent communication and stakeholder engagement skills Experience with Oracle and Siebel is a plus Appropriate level will be determined based upon experience and knowledge. MISO manages the electricity superhighway in the Central U.S. Through use of groundbreaking research and advanced technology, our highly skilled employees ensure power flows reliably to 45 million Americans. Operating the electricity grid, running a robust energy market, planning for a bright future - it's what our immensely talented and dedicated team does every day.
06/12/2025
Full time
Key Responsibilities: Monitor and manage collateral, corporate guarantees, unsecured credit, and other financial instruments. Perform financial analysis and issue margin calls and credit threshold alerts as needed. Interpret and apply tariff language; contribute to stakeholder processes to improve credit provisions. Partner with internal and external stakeholders to communicate risk assessments and mitigation strategies. Ensure compliance with SOC 1, CIP, FERC, NERC, NAESB, and other applicable standards. Benchmark credit policies across RTOs/ISOs and recommend improvements aligned with industry best practices. What we are looking for: Bachelor's degree in Business, Accounting, or Finance (Master's a plus) Experience in energy trading markets (power/electricity or natural gas preferred) Strong financial analysis and reasoning skills; deep understanding of financial statements Familiarity with bankruptcy law and creditors' rights Excellent communication and stakeholder engagement skills Experience with Oracle and Siebel is a plus Appropriate level will be determined based upon experience and knowledge. MISO manages the electricity superhighway in the Central U.S. Through use of groundbreaking research and advanced technology, our highly skilled employees ensure power flows reliably to 45 million Americans. Operating the electricity grid, running a robust energy market, planning for a bright future - it's what our immensely talented and dedicated team does every day.
Gables Search Group
Senior FP&A Analyst
Gables Search Group
Hybrid schedule 2 days from home and 3 days in the office. Great career opportunity! Our client delivers solutions and drives innovations that protect the environment, people, and public health. Change your career. Change your world. Our client is seeking a highly motivated team member who has strong analytical skills, excellent attention to detail and the ability to work cross functionally, as well as independently. The Financial Analyst Sr will assist with the consolidated budgeting and forecasting process with significant focus on consolidated financial statements. Key Job Activities: Owns and maintains forecasts for the consolidated financial statements. Collaborates with Business Unit finance leaders to analyze current and historical business trends, consolidating the financial results and providing the narratives to key business stakeholders. Assists in development of the monthly, quarterly and annual financial packages and presentations for the Executive Leadership team and Board of Directors Drives process improvement to ensure data quality and reporting standards for both financial and non-financial information Assists with Investor Relations financial analysis and actively participates in earnings preparation. Supports potential ad-hoc analysis as requested. Education: Preferred Education: in Bachelors or Equivalent Experience (North America & LATAM): 3-5 years of FP&A experience Strong presentation and communication techniques verbal and written Excellent financial modeling and analysis skills and advanced knowledge of excel Advanced analytics and predictive modeling experience a plus Ability to manage multiple tasks in a deadline-driven environment while maintaining a high level of precision Prior experience in an Enterprise Planning organization at a mid to large size company a plus Experience with SAP BPC desired Benefits: Our client currently offers its employees the option to participate in a full range of benefits, including a health care program which includes medical, dental, vision and prescription coverage, healthcare and dependent care flexible spending accounts, life and accidental death and dismemberment insurance, an employee assistance program, tuition reimbursement, paid vacation and sick time, a 401(k) plan, and an employee stock purchase plan.
10/05/2022
Full time
Hybrid schedule 2 days from home and 3 days in the office. Great career opportunity! Our client delivers solutions and drives innovations that protect the environment, people, and public health. Change your career. Change your world. Our client is seeking a highly motivated team member who has strong analytical skills, excellent attention to detail and the ability to work cross functionally, as well as independently. The Financial Analyst Sr will assist with the consolidated budgeting and forecasting process with significant focus on consolidated financial statements. Key Job Activities: Owns and maintains forecasts for the consolidated financial statements. Collaborates with Business Unit finance leaders to analyze current and historical business trends, consolidating the financial results and providing the narratives to key business stakeholders. Assists in development of the monthly, quarterly and annual financial packages and presentations for the Executive Leadership team and Board of Directors Drives process improvement to ensure data quality and reporting standards for both financial and non-financial information Assists with Investor Relations financial analysis and actively participates in earnings preparation. Supports potential ad-hoc analysis as requested. Education: Preferred Education: in Bachelors or Equivalent Experience (North America & LATAM): 3-5 years of FP&A experience Strong presentation and communication techniques verbal and written Excellent financial modeling and analysis skills and advanced knowledge of excel Advanced analytics and predictive modeling experience a plus Ability to manage multiple tasks in a deadline-driven environment while maintaining a high level of precision Prior experience in an Enterprise Planning organization at a mid to large size company a plus Experience with SAP BPC desired Benefits: Our client currently offers its employees the option to participate in a full range of benefits, including a health care program which includes medical, dental, vision and prescription coverage, healthcare and dependent care flexible spending accounts, life and accidental death and dismemberment insurance, an employee assistance program, tuition reimbursement, paid vacation and sick time, a 401(k) plan, and an employee stock purchase plan.
NPAworldwide Recruitment Network
Sr. Business Analyst
NPAworldwide Recruitment Network Parsippany, New Jersey
Job description: The Senior Business Analyst is an integral member of the Digital Transformation Team. Working in partnership with Business and Technology Teams, the Senior Business Analyst is responsible for understanding business and customer needs and shaping digital solutions to meet those needs. As a key member of the Digital Transformation Team, the Senior Business Analyst will be responsible for understanding and documenting current state processes and pain points; partnering with the business to define future state processes and experiences; writing relevant user stories and acceptance criteria; and partnering across the organization to deliver digital solutions. Overall, the Senior Business Analyst will help us build new ways to do business with our customers. Our Client is transforming the way it does business. They are implementing leading customer relationship management, marketing, service and sales technologies. Come join us on this exciting journey! Key Responsibilities Lead requirement elicitation and JAD sessions to gather, document and align on business requirements with business and IT partners. Evaluate business processes to interpret requirements and uncover opportunities for improvement. Document detailed current and future state process flow diagrams. Create user interface designs and wireframes to mimic actual user experience on a digital platform. Ensure design and technical solutions meet business/product needs and requirements. Hands on experience gathering requirements for web applications, external customer facing portals and overall user experience design. Experience working with UX designers in prototyping and usability testing. Prepare requirement level estimates, work break down structure and requirement management plan for waterfall projects. Document and own business requirements (BRD), non-functional requirements and use cases. Document user stories, detailed acceptance criteria, definition of done for Agile projects. Work with developers to successfully implement design into products. Experience working with Managed Services Providers in an onshore-offshore model. Understand and analyze data to gather/extract requirements. Work closely with QA testers to ensure successful planning of test strategy and test case execution. Provide SME support and clarify requirement related queries to development and QA teams. Triage and analyze QA and UAT issues/defects. Collaborate with project manager/scrum master throughout the project lifecycle to ensure successful delivery. Partner with business stakeholders to define and document business cases for new initiatives. Manage competing priorities. Serve as a liaison between stakeholders and users. Perform any other related duties as required or assigned. Qualifications: Bachelors degree in business or related field Minimum of 6-8 years of hands on experience in Business Analysis. Minimum of 2 years experience in writing user experience requirements and driving/facilitating design sprints. Extensive experience in IT. Hands on experience as a BA for external customer facing applications. Hands on experience in Digital Transformation projects. Hands on experience in Agile and Waterfall projects. Familiarity in project delivery lifecycle (PDLC) practices. Strong knowledge of full SDLC and SLC. Exceptional analytical and conceptual thinking skills. The ability to influence stakeholders and work closely with them to determine acceptable solutions. Excellent verbal and written communication skills. Creative and analytical problem solver. Proficiency in creating detailed BA artifacts and giving presentations. Advanced proficiency in Microsoft applications including Word, Excel, PowerPoint, Visio. Proficiency in UX design and wireframing tools. Experience using Agile development tools such as ServiceNow and/or JIRA. Proven track record of following through on commitments. Excellent planning, organizational, and time management skills. Proven ability to lead and support successful projects. Professional demeanor and ability to interact comfortably with all levels of staff, vendors and third parties. Experience in cross-organizational collaboration and integration. PREFERRED QUALIFICATIONS 8+ years of experience in Business Analysis. Masters degree in business or related field. Experience as a BA for E-Commerce applications, mobile banking applications and/or online account opening platforms. Retail and Commercial banking (Deposits and Loans) domain experience. Experience on any Fiserv core banking applications. Why is This a Great Opportunity: Rapidly growing, rock solid Financial institution with tremendous career growth opportunity. Not to mention that the staff and management teams are some of the nicest most professional folks we've come across in a long time! PLEASE NOTE!!! The client would like to have you come into the office several days a month type arrangement Salary Type : Annual Salary Salary Min : 110000 Salary Max : 125000 Currency Type : US Dollars
09/07/2022
Full time
Job description: The Senior Business Analyst is an integral member of the Digital Transformation Team. Working in partnership with Business and Technology Teams, the Senior Business Analyst is responsible for understanding business and customer needs and shaping digital solutions to meet those needs. As a key member of the Digital Transformation Team, the Senior Business Analyst will be responsible for understanding and documenting current state processes and pain points; partnering with the business to define future state processes and experiences; writing relevant user stories and acceptance criteria; and partnering across the organization to deliver digital solutions. Overall, the Senior Business Analyst will help us build new ways to do business with our customers. Our Client is transforming the way it does business. They are implementing leading customer relationship management, marketing, service and sales technologies. Come join us on this exciting journey! Key Responsibilities Lead requirement elicitation and JAD sessions to gather, document and align on business requirements with business and IT partners. Evaluate business processes to interpret requirements and uncover opportunities for improvement. Document detailed current and future state process flow diagrams. Create user interface designs and wireframes to mimic actual user experience on a digital platform. Ensure design and technical solutions meet business/product needs and requirements. Hands on experience gathering requirements for web applications, external customer facing portals and overall user experience design. Experience working with UX designers in prototyping and usability testing. Prepare requirement level estimates, work break down structure and requirement management plan for waterfall projects. Document and own business requirements (BRD), non-functional requirements and use cases. Document user stories, detailed acceptance criteria, definition of done for Agile projects. Work with developers to successfully implement design into products. Experience working with Managed Services Providers in an onshore-offshore model. Understand and analyze data to gather/extract requirements. Work closely with QA testers to ensure successful planning of test strategy and test case execution. Provide SME support and clarify requirement related queries to development and QA teams. Triage and analyze QA and UAT issues/defects. Collaborate with project manager/scrum master throughout the project lifecycle to ensure successful delivery. Partner with business stakeholders to define and document business cases for new initiatives. Manage competing priorities. Serve as a liaison between stakeholders and users. Perform any other related duties as required or assigned. Qualifications: Bachelors degree in business or related field Minimum of 6-8 years of hands on experience in Business Analysis. Minimum of 2 years experience in writing user experience requirements and driving/facilitating design sprints. Extensive experience in IT. Hands on experience as a BA for external customer facing applications. Hands on experience in Digital Transformation projects. Hands on experience in Agile and Waterfall projects. Familiarity in project delivery lifecycle (PDLC) practices. Strong knowledge of full SDLC and SLC. Exceptional analytical and conceptual thinking skills. The ability to influence stakeholders and work closely with them to determine acceptable solutions. Excellent verbal and written communication skills. Creative and analytical problem solver. Proficiency in creating detailed BA artifacts and giving presentations. Advanced proficiency in Microsoft applications including Word, Excel, PowerPoint, Visio. Proficiency in UX design and wireframing tools. Experience using Agile development tools such as ServiceNow and/or JIRA. Proven track record of following through on commitments. Excellent planning, organizational, and time management skills. Proven ability to lead and support successful projects. Professional demeanor and ability to interact comfortably with all levels of staff, vendors and third parties. Experience in cross-organizational collaboration and integration. PREFERRED QUALIFICATIONS 8+ years of experience in Business Analysis. Masters degree in business or related field. Experience as a BA for E-Commerce applications, mobile banking applications and/or online account opening platforms. Retail and Commercial banking (Deposits and Loans) domain experience. Experience on any Fiserv core banking applications. Why is This a Great Opportunity: Rapidly growing, rock solid Financial institution with tremendous career growth opportunity. Not to mention that the staff and management teams are some of the nicest most professional folks we've come across in a long time! PLEASE NOTE!!! The client would like to have you come into the office several days a month type arrangement Salary Type : Annual Salary Salary Min : 110000 Salary Max : 125000 Currency Type : US Dollars
Multifamily - Financial Engineering - Senior Associate - REF6669R
Fannie Mae Washington, Washington DC
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing, flexible environment. Here, you will help lead our industry forward and make your career. Job Description: As a valued colleague on our team, you will provide expert advice and guidance to the team responsible for applying mathematical models, advanced tools or techniques (such as SAS, Python, and R), and financial industry knowledge to business or financial data, including model results. Your efforts will enable the team to analyze or report on business performance, solve business questions, or inform business decisions. Work may include developing models or prototypes to achieve these goals, but is not the core focus in the role. THE IMPACT YOU WILL MAKEThe MF Capital Markets - Financial Engineering - Senior Associate role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities:* Join and work with a team of several analysts to assess and monitor credit risk on Fannie Mae's $400bln + multifamily securitization book of business.* Learn and execute proprietary in-house forecasting and pricing models developed in java, Python and R, and analyzing the results. Analyze loan level results provided by off the shelf forecasting application, typically thru tools such as Excel Pivot Tables, R, Python * Understanding and assessing the upstream input data including MF loan data flows, transformations, and how changes to the upstream data drive changes in credit forecasts* Quantitatively analyze multifamily loan terms, products and securitizations through forecasts of NOI, Cap Rates, Interest Rates, Property Prices* Execute deterministic what-if scenarios thru proprietary tools to understand impact on MF loan book. Synthesize results and document methodology in brief memos using Monte Carlo and other simulation techniques* Implement code changes to modify and/or extend in-house models, or to develop new models from scratch* Understanding Multifamily loan securitizations and model their cash flows in Python and R. Perform discounted cash flow (NPV) analysis on forecasted loan structure cashflows* Understand, measure, communicate and document modeling assumptions, output transformations, and other modeling components drive the results of various analyses.* Participate with a team in developing, executing, validating, and documenting proprietary valuation models and property price indexes. Work collaboratively with stakeholders (business, finance, risk, economists) to discuss options and arrive at a recommended approach* Synthesize and share with management attribution and sensitivity analysis (attributing changes in model outputs to changes in inputs and assumptions, and understanding and documenting sensitivity of model outputs to changes in inputs and assumptions)* Perform what-if or strategic analysis to investigate how contemplated changes to loan terms might impact the financial outcomes (capital, returns, pricing) for Fannie Mae and the borrowerQualifications: Minimum Required Experiences* 2 yearsDesired Experiences* Bachelor degree preferred in Finance, Economics, Financial Engineering or related field * Experience developing and running financial models or analyzing large datasets (10mm+ observations) written in Python/Java/R. AWS experience preferred* Experience communicating complex financial results to management with presentations or memos* Knowledge of SQL* Experience developing and executing cashflow models/valuation/loss forecasting for loans or securitizations (such as CMBS, CRT)* Familiarity of GSE multifamily lending business, underwriting requirements, and GSE multifamily securitizations structured transactions Skills* Experience gathering accurate information to explain concepts and answer critical questions* Determining causes of operating errors and taking corrective action* Communication including communicating in writing or verbally, copywriting, planning and distributing communication, etc.* Skilled in the graphical representation of information in the form of a charts, diagrams, pictures, and dashboards with programs and tools such as Excel, Tableau, or Power BI* Business Insight including advising, designing business models, interpreting customer and market insights, forecasting, benchmarking, etc.* Programming including coding, debugging, and using relevant programming languages* Expertise in using statistical methods, including: developing and testing hypotheses, using experimental design, and running linear and logistic regressions* Skilled in cloud technologies and cloud computing* Working with people with different functional expertise respectfully and cooperatively to work toward a common goalTools* Skilled in Tableau* Skilled in Excel* Skilled in SAS* Skilled in SQL* Skilled in using Bloomberg Professional* Skilled in Java* Skilled in Microsoft Teams* Skilled in Python object-oriented programming* Skilled in RStudio to develop programs in R* Skilled in using Intex* Experience using Macros in Excel* Skilled in Amazon Web Services (AWS) offerings, development, and networking platforms* Experience using JIRAAdditional Information: The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
02/26/2022
Full time
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing, flexible environment. Here, you will help lead our industry forward and make your career. Job Description: As a valued colleague on our team, you will provide expert advice and guidance to the team responsible for applying mathematical models, advanced tools or techniques (such as SAS, Python, and R), and financial industry knowledge to business or financial data, including model results. Your efforts will enable the team to analyze or report on business performance, solve business questions, or inform business decisions. Work may include developing models or prototypes to achieve these goals, but is not the core focus in the role. THE IMPACT YOU WILL MAKEThe MF Capital Markets - Financial Engineering - Senior Associate role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities:* Join and work with a team of several analysts to assess and monitor credit risk on Fannie Mae's $400bln + multifamily securitization book of business.* Learn and execute proprietary in-house forecasting and pricing models developed in java, Python and R, and analyzing the results. Analyze loan level results provided by off the shelf forecasting application, typically thru tools such as Excel Pivot Tables, R, Python * Understanding and assessing the upstream input data including MF loan data flows, transformations, and how changes to the upstream data drive changes in credit forecasts* Quantitatively analyze multifamily loan terms, products and securitizations through forecasts of NOI, Cap Rates, Interest Rates, Property Prices* Execute deterministic what-if scenarios thru proprietary tools to understand impact on MF loan book. Synthesize results and document methodology in brief memos using Monte Carlo and other simulation techniques* Implement code changes to modify and/or extend in-house models, or to develop new models from scratch* Understanding Multifamily loan securitizations and model their cash flows in Python and R. Perform discounted cash flow (NPV) analysis on forecasted loan structure cashflows* Understand, measure, communicate and document modeling assumptions, output transformations, and other modeling components drive the results of various analyses.* Participate with a team in developing, executing, validating, and documenting proprietary valuation models and property price indexes. Work collaboratively with stakeholders (business, finance, risk, economists) to discuss options and arrive at a recommended approach* Synthesize and share with management attribution and sensitivity analysis (attributing changes in model outputs to changes in inputs and assumptions, and understanding and documenting sensitivity of model outputs to changes in inputs and assumptions)* Perform what-if or strategic analysis to investigate how contemplated changes to loan terms might impact the financial outcomes (capital, returns, pricing) for Fannie Mae and the borrowerQualifications: Minimum Required Experiences* 2 yearsDesired Experiences* Bachelor degree preferred in Finance, Economics, Financial Engineering or related field * Experience developing and running financial models or analyzing large datasets (10mm+ observations) written in Python/Java/R. AWS experience preferred* Experience communicating complex financial results to management with presentations or memos* Knowledge of SQL* Experience developing and executing cashflow models/valuation/loss forecasting for loans or securitizations (such as CMBS, CRT)* Familiarity of GSE multifamily lending business, underwriting requirements, and GSE multifamily securitizations structured transactions Skills* Experience gathering accurate information to explain concepts and answer critical questions* Determining causes of operating errors and taking corrective action* Communication including communicating in writing or verbally, copywriting, planning and distributing communication, etc.* Skilled in the graphical representation of information in the form of a charts, diagrams, pictures, and dashboards with programs and tools such as Excel, Tableau, or Power BI* Business Insight including advising, designing business models, interpreting customer and market insights, forecasting, benchmarking, etc.* Programming including coding, debugging, and using relevant programming languages* Expertise in using statistical methods, including: developing and testing hypotheses, using experimental design, and running linear and logistic regressions* Skilled in cloud technologies and cloud computing* Working with people with different functional expertise respectfully and cooperatively to work toward a common goalTools* Skilled in Tableau* Skilled in Excel* Skilled in SAS* Skilled in SQL* Skilled in using Bloomberg Professional* Skilled in Java* Skilled in Microsoft Teams* Skilled in Python object-oriented programming* Skilled in RStudio to develop programs in R* Skilled in using Intex* Experience using Macros in Excel* Skilled in Amazon Web Services (AWS) offerings, development, and networking platforms* Experience using JIRAAdditional Information: The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
Accounting Systems - SimCorp - Senior Analyst
Fannie Mae Washington, Washington DC
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to modernize the nation's housing finance system while being part of an inclusive team using new, emerging technologies. Here, you will help lead our industry forward, enhance your technical expertise, and make your career. Job Description: As a valued colleague on our team, you will contribute to supporting the product lifecycle, provide tactical support across product areas, collaborate with the team in assessing product needs and conducting product backlog maintenance, as well as collaborate with the team in managing plans, issues, and risks for products. THE IMPACT YOU WILL MAKEThe Accounting Systems - Product Analysis - Senior Associate role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: * Gather information about new or existing products.* Assess current state of product to discover additional needs.* Contribute to the design, development, testing, and evaluation of products.* Support multiple internal groups in an energizing environment.* Coordinate with internal team to define product strategy and customer outreach. Qualifications: THE EXPERIENCE YOU BRING TO THE TEAMMinimum Required Experiences* 2 years of relevant experienceFinancial Industry experience.Knowledge of Securities and Debt and Derivatives instruments.Strong data analysis skill set. Should be comfortable with SQL, Python, Excel and other MS Office Suite ProductsSimCorp Dimension toolDesired Experiences* Bachelor degree or equivalent* 4 years of relevant experience * Knowledge of new age data analysis tools such as Alteryx, TOAD, etc.SkillsAbility to frame ideas as systems and analyzing the inputs, outputs, and processExperience in the process of analyzing data to identify trends or relationships to inform conclusions about the dataWorking with people with different functional expertise respectfully and cooperatively to work toward a common goalThe group of skills related to Communication including communicating in writing or verbally, copywriting, planning and distributing communication, etc.Skilled in presenting information and/or ideas to an audience in a way that is engaging and easy to understandThe group of skills related to Relationship Management including managing and engaging stakeholders, customers, and vendors, building relationship networks, contracting, etc.Experience gathering accurate information to explain concepts and answer critical questionsSkilled in documentation and database reporting for the purposes of analysis, data discovery, and decision-making with the use of relevant software such as Crystal Reports, Excel, or SSRSExperience helping an organization to plan and manage change in effort to meet strategic objectivesDetermining causes of operating errors and taking corrective actionThe group of skills related to Product Development including designing products, developing product roadmaps, translating design requirements, prototyping, etc.The group of skills related to Product Testing including testing and evaluating software, usability testing, UAT, and using relevant product testing technologyToolsSkilled in TableauSkilled in Microsoft TeamsExperience using Microsoft ProjectSkilled in ExcelExperience using JIRASkilled in SQLSkilled in TOAD SQL database management toolExperience using SharePoint Additional Information: The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at . Job ID: REF6218Y#LI-NR1
02/26/2022
Full time
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to modernize the nation's housing finance system while being part of an inclusive team using new, emerging technologies. Here, you will help lead our industry forward, enhance your technical expertise, and make your career. Job Description: As a valued colleague on our team, you will contribute to supporting the product lifecycle, provide tactical support across product areas, collaborate with the team in assessing product needs and conducting product backlog maintenance, as well as collaborate with the team in managing plans, issues, and risks for products. THE IMPACT YOU WILL MAKEThe Accounting Systems - Product Analysis - Senior Associate role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: * Gather information about new or existing products.* Assess current state of product to discover additional needs.* Contribute to the design, development, testing, and evaluation of products.* Support multiple internal groups in an energizing environment.* Coordinate with internal team to define product strategy and customer outreach. Qualifications: THE EXPERIENCE YOU BRING TO THE TEAMMinimum Required Experiences* 2 years of relevant experienceFinancial Industry experience.Knowledge of Securities and Debt and Derivatives instruments.Strong data analysis skill set. Should be comfortable with SQL, Python, Excel and other MS Office Suite ProductsSimCorp Dimension toolDesired Experiences* Bachelor degree or equivalent* 4 years of relevant experience * Knowledge of new age data analysis tools such as Alteryx, TOAD, etc.SkillsAbility to frame ideas as systems and analyzing the inputs, outputs, and processExperience in the process of analyzing data to identify trends or relationships to inform conclusions about the dataWorking with people with different functional expertise respectfully and cooperatively to work toward a common goalThe group of skills related to Communication including communicating in writing or verbally, copywriting, planning and distributing communication, etc.Skilled in presenting information and/or ideas to an audience in a way that is engaging and easy to understandThe group of skills related to Relationship Management including managing and engaging stakeholders, customers, and vendors, building relationship networks, contracting, etc.Experience gathering accurate information to explain concepts and answer critical questionsSkilled in documentation and database reporting for the purposes of analysis, data discovery, and decision-making with the use of relevant software such as Crystal Reports, Excel, or SSRSExperience helping an organization to plan and manage change in effort to meet strategic objectivesDetermining causes of operating errors and taking corrective actionThe group of skills related to Product Development including designing products, developing product roadmaps, translating design requirements, prototyping, etc.The group of skills related to Product Testing including testing and evaluating software, usability testing, UAT, and using relevant product testing technologyToolsSkilled in TableauSkilled in Microsoft TeamsExperience using Microsoft ProjectSkilled in ExcelExperience using JIRASkilled in SQLSkilled in TOAD SQL database management toolExperience using SharePoint Additional Information: The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at . Job ID: REF6218Y#LI-NR1
Sr. Financial Analyst
Robert Half Finance & Accounting Redwood City, California
Description Do you want to make an impact as finance detail oriented? There's an urgent need for a Senior Financial Analyst to join a client via Robert Half in the Bay Area. The Senior Financial Analyst provides the operation of data-driven planning processes and improves upon monthly and quarterly reporting. Conduct the development of forecast processes to ensure resources are leveraged with maximum effectiveness, build long-range operating plans to support business initiatives, and drive world class strategic and financial planning methods, in this Senior Financial Analyst opportunity. You will ensure variance analysis of bookings, revenues and expenses, clearly explaining the business reasons for variances and adjusting the outlook models to reflect operational adjustments. In this role, you will be directly involved in the coordination of various planning cycles (annual planning, quarterly forecasts and monthly outlooks), while providing strategic analyses and recommendations. If you are looking for a pivotal role which will allow strategic input to the senior leadership of the company, this is the Senior Financial Analyst position for you! A company in the IT Software field has an opening for a full-time opportunity and it can be remote for the right person. Interested? Apply today! What you get to do every day - Consider performance to date and assess potential risks and opportunities - Collaborate with senior executives on strategic deep dives by developing financial models and insights on topics such as: Retention forecasts, Campaign Planning & Tracking, return on investment of strategic investments, event tracking and execution, strategic resource allocation and prioritization - Work with Accounting on the monthly and quarterly financial close process - You will be closely engaged with cross functional partners in Accounting and Operations to execute against plans - Explain monthly reporting to business partners on financial results and actions required - Interpret and point out internal and external drivers impacting performance and trending - Permit effective Business Intelligence (BI) to provide forward-looking insight and decision support - Oversee monthly and quarterly performance through comparison of actuals versus expectations and enable business partners to handle their resources - Gather and oversee forecasting reports - Administer weekly, quarterly and annual Area/Segment-level Bookings and P& L forecasting Requirements - Highly-skilled with financial reporting tools - Ability to simplify complex problems and build solutions - Bachelor's Degree in Finance, MBA preferred - 3+ years' experience with advanced financial analysis, planning and budget controls required - Exemplary presentation skills -Prior valuations experience is required Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more. Questions? Call your local office at 1.. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. © 2021 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use () .
02/18/2022
Full time
Description Do you want to make an impact as finance detail oriented? There's an urgent need for a Senior Financial Analyst to join a client via Robert Half in the Bay Area. The Senior Financial Analyst provides the operation of data-driven planning processes and improves upon monthly and quarterly reporting. Conduct the development of forecast processes to ensure resources are leveraged with maximum effectiveness, build long-range operating plans to support business initiatives, and drive world class strategic and financial planning methods, in this Senior Financial Analyst opportunity. You will ensure variance analysis of bookings, revenues and expenses, clearly explaining the business reasons for variances and adjusting the outlook models to reflect operational adjustments. In this role, you will be directly involved in the coordination of various planning cycles (annual planning, quarterly forecasts and monthly outlooks), while providing strategic analyses and recommendations. If you are looking for a pivotal role which will allow strategic input to the senior leadership of the company, this is the Senior Financial Analyst position for you! A company in the IT Software field has an opening for a full-time opportunity and it can be remote for the right person. Interested? Apply today! What you get to do every day - Consider performance to date and assess potential risks and opportunities - Collaborate with senior executives on strategic deep dives by developing financial models and insights on topics such as: Retention forecasts, Campaign Planning & Tracking, return on investment of strategic investments, event tracking and execution, strategic resource allocation and prioritization - Work with Accounting on the monthly and quarterly financial close process - You will be closely engaged with cross functional partners in Accounting and Operations to execute against plans - Explain monthly reporting to business partners on financial results and actions required - Interpret and point out internal and external drivers impacting performance and trending - Permit effective Business Intelligence (BI) to provide forward-looking insight and decision support - Oversee monthly and quarterly performance through comparison of actuals versus expectations and enable business partners to handle their resources - Gather and oversee forecasting reports - Administer weekly, quarterly and annual Area/Segment-level Bookings and P& L forecasting Requirements - Highly-skilled with financial reporting tools - Ability to simplify complex problems and build solutions - Bachelor's Degree in Finance, MBA preferred - 3+ years' experience with advanced financial analysis, planning and budget controls required - Exemplary presentation skills -Prior valuations experience is required Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half puts you in the best position to succeed by advocating on your behalf and promoting you to employers. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - even on the go. Download the Robert Half app and get 1-tap apply, instant notifications for AI-matched jobs, and more. Questions? Call your local office at 1.. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. All applicants applying for U.S. job openings must be legally authorized to work in the United States. © 2021 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use () .

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