About Incline P&C Group Incline P&C Group is privately owned and operated with an exclusive focus on the program insurance market. Incline has a team of over 90 employees; headquartered in Austin, TX . It is our mission to provide the most effective and proficient environment for our partners by actively managing programs with a diligent focus on underwriting, claims, and enterprise risk. Sr. Regulatory Reporting Analyst The Sr. Regulatory Reporting Analyst is responsible for ensuring that all company entities meet the regulatory reporting requirements, guidelines and strict deadlines in all states in which they operate. The ideal candidate will report directly to the Director of Compliance Operations and must be well-versed in industry regulations and enjoy conducting research on a wide range of compliance-related subjects. Responsibilities: Prepare and submit complex filings such as data calls, state forms, product forms, and market conduct exams to various government agencies Research and interpret regulatory filing requirements for all states in which all company entities conduct business Examine statues and insurance code to ensure compliance with relevant laws and regulations Collect and analyze financial data to be reported to state regulators Prepare, complete, and update documentation to be filed in a timely manner Adhere to Operations Regulatory Reporting departmental standards, policies and procedures Recommend procedural changes/process improvement opportunities to streamline filing process Communicate via phone and email with state regulators and business partners regarding compliance issues and filings Onboard new programs for all company entities Support Director of Compliance Operations and other team members with various ad hoc projects and reports Requirements: Bachelor's degree in business or related field preferred 5+ years of insurance, regulatory compliance experience required Highly analytical, attention to detail to ensure accurate information Ability to multi-task at a high level and meet strict deadlines Ability to work independently and communicate findings with other team members Effective communicator with multiple parties including internal employees, regulatory agencies, and senior management Advanced user in Microsoft Office Suite, Salesforce and Sircon PIc7cc3337c89f-7208
05/07/2025
Full time
About Incline P&C Group Incline P&C Group is privately owned and operated with an exclusive focus on the program insurance market. Incline has a team of over 90 employees; headquartered in Austin, TX . It is our mission to provide the most effective and proficient environment for our partners by actively managing programs with a diligent focus on underwriting, claims, and enterprise risk. Sr. Regulatory Reporting Analyst The Sr. Regulatory Reporting Analyst is responsible for ensuring that all company entities meet the regulatory reporting requirements, guidelines and strict deadlines in all states in which they operate. The ideal candidate will report directly to the Director of Compliance Operations and must be well-versed in industry regulations and enjoy conducting research on a wide range of compliance-related subjects. Responsibilities: Prepare and submit complex filings such as data calls, state forms, product forms, and market conduct exams to various government agencies Research and interpret regulatory filing requirements for all states in which all company entities conduct business Examine statues and insurance code to ensure compliance with relevant laws and regulations Collect and analyze financial data to be reported to state regulators Prepare, complete, and update documentation to be filed in a timely manner Adhere to Operations Regulatory Reporting departmental standards, policies and procedures Recommend procedural changes/process improvement opportunities to streamline filing process Communicate via phone and email with state regulators and business partners regarding compliance issues and filings Onboard new programs for all company entities Support Director of Compliance Operations and other team members with various ad hoc projects and reports Requirements: Bachelor's degree in business or related field preferred 5+ years of insurance, regulatory compliance experience required Highly analytical, attention to detail to ensure accurate information Ability to multi-task at a high level and meet strict deadlines Ability to work independently and communicate findings with other team members Effective communicator with multiple parties including internal employees, regulatory agencies, and senior management Advanced user in Microsoft Office Suite, Salesforce and Sircon PIc7cc3337c89f-7208
Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems. Our work culture is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be. The CX Compliance team is essential in ensuring that our global CX Compliance Operations function efficiently, comply with regulatory requirements, and consistently deliver high-quality resolutions. As a Senior Analyst, Compliance EDD Quality Operations within the CX Compliance team, you will be responsible for conducting a review of end-to-end investigations for customers (individuals/entities). You will work extensively with functional leaders in the Financial Crime Risk Service line and support functions to maintain production and quality of the highest standard. You will work independently, prioritizing multiple tasks with minimal guidance, and remain open to feedback from all levels as well as deliver feedback to agents to drive continuous improvement in compliance handling. What you'll be doing (ie. job duties): To be completed by all business teams except Eng. Minimum of 2 years of relevant experience in financial services, crypto, investigations, legal, or the tech industry, with a focus on EDD/KYC, compliance, or regulatory matters. Minimum of 2 years of relevant experience in quality review and control framework. Conduct investigative review and analysis in support of company's BSA/AML regulatory compliance policies and programs including investigating automated alerts from our transaction monitoring systems, and referrals sourced from law enforcement requests and other company lines of business Gather and analyze transaction activity and KYC information and conduct due diligence research in support of investigations as well as interpret evidence from external tools and systems to determine the legitimacy of customer behavior across multiple products Document investigations in appropriate channels and in written narratives as necessary Incorporate feedback from Quality Assurance Team Maintain detailed documentation to demonstrate compliance with regulations and internal policies and procedures Remain current with industry standards and developments in the areas of KYC, BSA/AML, and OFAC, and apply regulatory requirements and internal policies and procedures to investigations Review data from systems and following Coinbase procedures to investigate, decide, and document identifiable alerts What we look for in you (ie. job requirements): To be completed by all business teams except Eng. Strong interpersonal, analytical, and communication (verbal and written) skills Experience working with Google Sheet, Google Doc, Excel, Word Flexible and adaptable to the evolving needs of a high-growth and fast paced organization environment Ready to support in 24 7 environment Organized with a High level of attention to detail Nice to haves: Professional certification in AML or Fraud (e.g. CAMS, CFCS, CFE) Experience in project management, analytics, or vendor management Advanced degree in business, finance, or customer experience (CX) Proficiency with tools such as Google apps, JIRA, Hummingbird, and Salesforce Service Cloud. Experience collaborating with external outsource business partners Note: This role requires full-time, in-office presence at our Charlotte location. In order to support the 24/7 nature of cryptocurrency, shifts may include weekend and night. Job #: G2715 Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k . Pay Range: $41.27 $41.27 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. Commitment to Equal Opportunity Coinbase is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Know Your Rights notice here . Additionally, Coinbase participates in the E-Verify program in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations at to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site click here to download a free compatible screen reader (free step by step tutorial can be found here) . Global Data Privacy Notice for Job Candidates and Applicants Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available here . By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined here.
05/02/2025
Full time
Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems. Our work culture is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be. The CX Compliance team is essential in ensuring that our global CX Compliance Operations function efficiently, comply with regulatory requirements, and consistently deliver high-quality resolutions. As a Senior Analyst, Compliance EDD Quality Operations within the CX Compliance team, you will be responsible for conducting a review of end-to-end investigations for customers (individuals/entities). You will work extensively with functional leaders in the Financial Crime Risk Service line and support functions to maintain production and quality of the highest standard. You will work independently, prioritizing multiple tasks with minimal guidance, and remain open to feedback from all levels as well as deliver feedback to agents to drive continuous improvement in compliance handling. What you'll be doing (ie. job duties): To be completed by all business teams except Eng. Minimum of 2 years of relevant experience in financial services, crypto, investigations, legal, or the tech industry, with a focus on EDD/KYC, compliance, or regulatory matters. Minimum of 2 years of relevant experience in quality review and control framework. Conduct investigative review and analysis in support of company's BSA/AML regulatory compliance policies and programs including investigating automated alerts from our transaction monitoring systems, and referrals sourced from law enforcement requests and other company lines of business Gather and analyze transaction activity and KYC information and conduct due diligence research in support of investigations as well as interpret evidence from external tools and systems to determine the legitimacy of customer behavior across multiple products Document investigations in appropriate channels and in written narratives as necessary Incorporate feedback from Quality Assurance Team Maintain detailed documentation to demonstrate compliance with regulations and internal policies and procedures Remain current with industry standards and developments in the areas of KYC, BSA/AML, and OFAC, and apply regulatory requirements and internal policies and procedures to investigations Review data from systems and following Coinbase procedures to investigate, decide, and document identifiable alerts What we look for in you (ie. job requirements): To be completed by all business teams except Eng. Strong interpersonal, analytical, and communication (verbal and written) skills Experience working with Google Sheet, Google Doc, Excel, Word Flexible and adaptable to the evolving needs of a high-growth and fast paced organization environment Ready to support in 24 7 environment Organized with a High level of attention to detail Nice to haves: Professional certification in AML or Fraud (e.g. CAMS, CFCS, CFE) Experience in project management, analytics, or vendor management Advanced degree in business, finance, or customer experience (CX) Proficiency with tools such as Google apps, JIRA, Hummingbird, and Salesforce Service Cloud. Experience collaborating with external outsource business partners Note: This role requires full-time, in-office presence at our Charlotte location. In order to support the 24/7 nature of cryptocurrency, shifts may include weekend and night. Job #: G2715 Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k . Pay Range: $41.27 $41.27 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. Commitment to Equal Opportunity Coinbase is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Know Your Rights notice here . Additionally, Coinbase participates in the E-Verify program in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations at to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site click here to download a free compatible screen reader (free step by step tutorial can be found here) . Global Data Privacy Notice for Job Candidates and Applicants Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available here . By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined here.
Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems. Our work culture is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be. The CX Compliance team is essential in ensuring that our global CX Compliance Operations function efficiently, comply with regulatory requirements, and consistently deliver high-quality resolutions. As a Senior Analyst, Compliance EDD Operations within the CX Compliance team, you will be responsible for conducting end-to-end investigations for customers (individuals/entities). You will work extensively with functional leaders in the Financial Crime Risk Service line and support functions to maintain production and quality of the highest standard. You will work independently, prioritizing multiple tasks with minimal guidance, and remain open to feedback from all levels to drive continuous improvement in compliance handling. What you'll be doing: Minimum of 2 years of relevant experience in financial services, crypto, investigations, legal, or the tech industry, with a focus on EDD/KYC, compliance, or regulatory matters. Conduct investigative review and analysis in support of company's BSA/AML regulatory compliance policies and programs including investigating automated alerts from our transaction monitoring systems, and referrals sourced from law enforcement requests and other company lines of business Gather and analyze transaction activity and KYC information and conduct due diligence research in support of investigations as well as interpret evidence from external tools and systems to determine the legitimacy of customer behavior across multiple products Document investigations in appropriate channels and in written narratives as necessary Incorporate feedback from Quality Assurance Team Maintain detailed documentation to demonstrate compliance with regulations and internal policies and procedures Remain current with industry standards and developments in the areas of KYC, BSA/AML, and OFAC, and apply regulatory requirements and internal policies and procedures to investigations Review data from systems and following Coinbase procedures to investigate, decide, and document identifiable alerts What we look for in you: Strong interpersonal, analytical, and communication (verbal and written) skills Experience working with Google Sheet, Google Doc, Excel, Word Flexible and adaptable to the evolving needs of a high-growth and fast paced organization environment Ready to support in 24 7 environment Organized with a High level of attention to detail Nice to haves: Professional certification in AML or Fraud (e.g. CAMS, CFCS, CFE) Experience in project management, analytics, or vendor management Advanced degree in business, finance, or customer experience (CX) Proficiency with tools such as Google apps, JIRA, Hummingbird, and Salesforce Service Cloud. Experience collaborating with external outsource business partners Note: This role requires full-time, in-office presence at our Charlotte location. In order to support the 24/7 nature of cryptocurrency, shifts may include weekend and night. Job #: G2712 Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k . Pay Range: $41.27 $41.27 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. Commitment to Equal Opportunity Coinbase is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Know Your Rights notice here . Additionally, Coinbase participates in the E-Verify program in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations at to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site click here to download a free compatible screen reader (free step by step tutorial can be found here) . Global Data Privacy Notice for Job Candidates and Applicants Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available here . By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined here.
05/01/2025
Full time
Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems. Our work culture is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be. The CX Compliance team is essential in ensuring that our global CX Compliance Operations function efficiently, comply with regulatory requirements, and consistently deliver high-quality resolutions. As a Senior Analyst, Compliance EDD Operations within the CX Compliance team, you will be responsible for conducting end-to-end investigations for customers (individuals/entities). You will work extensively with functional leaders in the Financial Crime Risk Service line and support functions to maintain production and quality of the highest standard. You will work independently, prioritizing multiple tasks with minimal guidance, and remain open to feedback from all levels to drive continuous improvement in compliance handling. What you'll be doing: Minimum of 2 years of relevant experience in financial services, crypto, investigations, legal, or the tech industry, with a focus on EDD/KYC, compliance, or regulatory matters. Conduct investigative review and analysis in support of company's BSA/AML regulatory compliance policies and programs including investigating automated alerts from our transaction monitoring systems, and referrals sourced from law enforcement requests and other company lines of business Gather and analyze transaction activity and KYC information and conduct due diligence research in support of investigations as well as interpret evidence from external tools and systems to determine the legitimacy of customer behavior across multiple products Document investigations in appropriate channels and in written narratives as necessary Incorporate feedback from Quality Assurance Team Maintain detailed documentation to demonstrate compliance with regulations and internal policies and procedures Remain current with industry standards and developments in the areas of KYC, BSA/AML, and OFAC, and apply regulatory requirements and internal policies and procedures to investigations Review data from systems and following Coinbase procedures to investigate, decide, and document identifiable alerts What we look for in you: Strong interpersonal, analytical, and communication (verbal and written) skills Experience working with Google Sheet, Google Doc, Excel, Word Flexible and adaptable to the evolving needs of a high-growth and fast paced organization environment Ready to support in 24 7 environment Organized with a High level of attention to detail Nice to haves: Professional certification in AML or Fraud (e.g. CAMS, CFCS, CFE) Experience in project management, analytics, or vendor management Advanced degree in business, finance, or customer experience (CX) Proficiency with tools such as Google apps, JIRA, Hummingbird, and Salesforce Service Cloud. Experience collaborating with external outsource business partners Note: This role requires full-time, in-office presence at our Charlotte location. In order to support the 24/7 nature of cryptocurrency, shifts may include weekend and night. Job #: G2712 Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k . Pay Range: $41.27 $41.27 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. Commitment to Equal Opportunity Coinbase is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Know Your Rights notice here . Additionally, Coinbase participates in the E-Verify program in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations at to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site click here to download a free compatible screen reader (free step by step tutorial can be found here) . Global Data Privacy Notice for Job Candidates and Applicants Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available here . By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined here.
Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems. Our work culture is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be. The CX Compliance team is essential in ensuring that our global CX Compliance Operations function efficiently, comply with regulatory requirements, and consistently deliver high-quality resolutions. As a Senior Analyst, Compliance TMS Operations within the CX Compliance team, you will be responsible for conducting end-to-end Transaction Monitoring investigations for customers (individuals/entities) that may lead to drafting and filing a SAR. You will work extensively with functional leaders in the Financial Crime Risk Service line and support functions to maintain production and quality of the highest standard. You will work independently, prioritizing multiple tasks with minimal guidance, and remain open to feedback from all levels to drive continuous improvement in compliance handling. What you'll be doing: Minimum of 2 years of relevant experience in financial services, crypto, investigations, legal, or the tech industry, with a focus on TMS, compliance, or regulatory matters. Relevant experience in SAR narrative drafting and filing Conduct investigative review and analysis in support of company's BSA/AML regulatory compliance policies and programs including investigating automated alerts from our transaction monitoring systems, and referrals sourced from law enforcement requests and other company lines of business Analyze transaction activity and KYC information and conduct due diligence research in support of investigations as well as interpret evidence from external tools and systems to determine the legitimacy of customer behavior across multiple products Document investigations in written narratives Decide whether activity warrants escalation for additional review and subsequently recommend whether activity appears suspicious and warrants filing of a suspicious activity report Incorporate feedback from Quality Assurance Team Maintain detailed documentation to demonstrate compliance with regulations and internal policies and procedures Remain current with industry standards and developments in the areas of KYC, BSA/AML, and OFAC, and apply regulatory requirements and internal policies and procedures to case investigation Review data from systems and following Coinbase procedures to investigate, decide, and document transaction monitoring alerts What we look for in you: Strong interpersonal, analytical, and communication (verbal and written) skills Experience working with Google Sheet, Google Doc, Excel, Word Flexible and adaptable to the evolving needs of a high-growth and fast paced organization environment Ready to support in 24 7 environment Organized with a High level of attention to detail Nice to haves: Professional certification in AML or Fraud (e.g. CAMS, CFCS, CFE) Experience in project management, analytics, or vendor management Advanced degree in business, finance, or customer experience (CX) Proficiency with tools such as Google apps, JIRA, Hummingbird, and Salesforce Service Cloud. Experience collaborating with external outsource business partners Note: This role requires full-time, in-office presence at our Charlotte location. In order to support the 24/7 nature of cryptocurrency, shifts may include weekend and night. Job #: G2709 Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k . Pay Range: $41.27 $41.27 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. Commitment to Equal Opportunity Coinbase is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Know Your Rights notice here . Additionally, Coinbase participates in the E-Verify program in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations at to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site click here to download a free compatible screen reader (free step by step tutorial can be found here) . Global Data Privacy Notice for Job Candidates and Applicants Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available here . By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined here.
05/01/2025
Full time
Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems. Our work culture is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be. The CX Compliance team is essential in ensuring that our global CX Compliance Operations function efficiently, comply with regulatory requirements, and consistently deliver high-quality resolutions. As a Senior Analyst, Compliance TMS Operations within the CX Compliance team, you will be responsible for conducting end-to-end Transaction Monitoring investigations for customers (individuals/entities) that may lead to drafting and filing a SAR. You will work extensively with functional leaders in the Financial Crime Risk Service line and support functions to maintain production and quality of the highest standard. You will work independently, prioritizing multiple tasks with minimal guidance, and remain open to feedback from all levels to drive continuous improvement in compliance handling. What you'll be doing: Minimum of 2 years of relevant experience in financial services, crypto, investigations, legal, or the tech industry, with a focus on TMS, compliance, or regulatory matters. Relevant experience in SAR narrative drafting and filing Conduct investigative review and analysis in support of company's BSA/AML regulatory compliance policies and programs including investigating automated alerts from our transaction monitoring systems, and referrals sourced from law enforcement requests and other company lines of business Analyze transaction activity and KYC information and conduct due diligence research in support of investigations as well as interpret evidence from external tools and systems to determine the legitimacy of customer behavior across multiple products Document investigations in written narratives Decide whether activity warrants escalation for additional review and subsequently recommend whether activity appears suspicious and warrants filing of a suspicious activity report Incorporate feedback from Quality Assurance Team Maintain detailed documentation to demonstrate compliance with regulations and internal policies and procedures Remain current with industry standards and developments in the areas of KYC, BSA/AML, and OFAC, and apply regulatory requirements and internal policies and procedures to case investigation Review data from systems and following Coinbase procedures to investigate, decide, and document transaction monitoring alerts What we look for in you: Strong interpersonal, analytical, and communication (verbal and written) skills Experience working with Google Sheet, Google Doc, Excel, Word Flexible and adaptable to the evolving needs of a high-growth and fast paced organization environment Ready to support in 24 7 environment Organized with a High level of attention to detail Nice to haves: Professional certification in AML or Fraud (e.g. CAMS, CFCS, CFE) Experience in project management, analytics, or vendor management Advanced degree in business, finance, or customer experience (CX) Proficiency with tools such as Google apps, JIRA, Hummingbird, and Salesforce Service Cloud. Experience collaborating with external outsource business partners Note: This role requires full-time, in-office presence at our Charlotte location. In order to support the 24/7 nature of cryptocurrency, shifts may include weekend and night. Job #: G2709 Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k . Pay Range: $41.27 $41.27 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. Commitment to Equal Opportunity Coinbase is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Know Your Rights notice here . Additionally, Coinbase participates in the E-Verify program in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations at to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site click here to download a free compatible screen reader (free step by step tutorial can be found here) . Global Data Privacy Notice for Job Candidates and Applicants Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available here . By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined here.
Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems. Our work culture is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be. The CX Compliance team is essential in ensuring that our global CX Compliance Operations function efficiently, comply with regulatory requirements, and consistently deliver high-quality resolutions. As a Senior Analyst, Compliance TMS Quality Operations within the CX Compliance team, you will be responsible for conducting a review of end-to-end investigations for customers (individuals/entities). You will work extensively with functional leaders in the Financial Crime Risk Service line and support functions to maintain production and quality of the highest standard. You will work independently, prioritizing multiple tasks with minimal guidance, and remain open to feedback from all levels as well as deliver feedback to agents to drive continuous improvement in compliance handling. What you'll be doing: Minimum of 2 years of relevant experience in financial services, crypto, investigations, legal, or the tech industry, with a focus on AML, compliance, or regulatory matters. Minimum of 2 years of relevant experience in quality review and control framework. Conduct investigative review and analysis in support of company's BSA/AML regulatory compliance policies and programs including investigating automated alerts from our transaction monitoring systems, and referrals sourced from law enforcement requests and other company lines of business Gather and analyze transaction activity and KYC information and conduct due diligence research in support of investigations as well as interpret evidence from external tools and systems to determine the legitimacy of customer behavior across multiple products Document investigations in appropriate channels and in written narratives as necessary Incorporate feedback from Quality Assurance Team Maintain detailed documentation to demonstrate compliance with regulations and internal policies and procedures Remain current with industry standards and developments in the areas of KYC, BSA/AML, and OFAC, and apply regulatory requirements and internal policies and procedures to investigations Review data from systems and following Coinbase procedures to investigate, decide, and document identifiable alerts What we look for in you: Strong interpersonal, analytical, and communication (verbal and written) skills Experience working with Google Sheet, Google Doc, Excel, Word Flexible and adaptable to the evolving needs of a high-growth and fast paced organization environment Ready to support in 24 7 environment Organized with a High level of attention to detail Nice to haves: Professional certification in AML or Fraud (e.g. CAMS, CFCS, CFE) Experience in project management, analytics, or vendor management Advanced degree in business, finance, or customer experience (CX) Proficiency with tools such as Google apps, JIRA, Hummingbird, and Salesforce Service Cloud. Experience collaborating with external outsource business partners Note: This role requires full-time, in-office presence at our Charlotte location. In order to support the 24/7 nature of cryptocurrency, shifts may include weekend and night. Job #: G2713 Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k . Pay Range: $41.27 $41.27 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. Commitment to Equal Opportunity Coinbase is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Know Your Rights notice here . Additionally, Coinbase participates in the E-Verify program in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations at to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site click here to download a free compatible screen reader (free step by step tutorial can be found here) . Global Data Privacy Notice for Job Candidates and Applicants Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available here . By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined here.
05/01/2025
Full time
Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems. Our work culture is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be. The CX Compliance team is essential in ensuring that our global CX Compliance Operations function efficiently, comply with regulatory requirements, and consistently deliver high-quality resolutions. As a Senior Analyst, Compliance TMS Quality Operations within the CX Compliance team, you will be responsible for conducting a review of end-to-end investigations for customers (individuals/entities). You will work extensively with functional leaders in the Financial Crime Risk Service line and support functions to maintain production and quality of the highest standard. You will work independently, prioritizing multiple tasks with minimal guidance, and remain open to feedback from all levels as well as deliver feedback to agents to drive continuous improvement in compliance handling. What you'll be doing: Minimum of 2 years of relevant experience in financial services, crypto, investigations, legal, or the tech industry, with a focus on AML, compliance, or regulatory matters. Minimum of 2 years of relevant experience in quality review and control framework. Conduct investigative review and analysis in support of company's BSA/AML regulatory compliance policies and programs including investigating automated alerts from our transaction monitoring systems, and referrals sourced from law enforcement requests and other company lines of business Gather and analyze transaction activity and KYC information and conduct due diligence research in support of investigations as well as interpret evidence from external tools and systems to determine the legitimacy of customer behavior across multiple products Document investigations in appropriate channels and in written narratives as necessary Incorporate feedback from Quality Assurance Team Maintain detailed documentation to demonstrate compliance with regulations and internal policies and procedures Remain current with industry standards and developments in the areas of KYC, BSA/AML, and OFAC, and apply regulatory requirements and internal policies and procedures to investigations Review data from systems and following Coinbase procedures to investigate, decide, and document identifiable alerts What we look for in you: Strong interpersonal, analytical, and communication (verbal and written) skills Experience working with Google Sheet, Google Doc, Excel, Word Flexible and adaptable to the evolving needs of a high-growth and fast paced organization environment Ready to support in 24 7 environment Organized with a High level of attention to detail Nice to haves: Professional certification in AML or Fraud (e.g. CAMS, CFCS, CFE) Experience in project management, analytics, or vendor management Advanced degree in business, finance, or customer experience (CX) Proficiency with tools such as Google apps, JIRA, Hummingbird, and Salesforce Service Cloud. Experience collaborating with external outsource business partners Note: This role requires full-time, in-office presence at our Charlotte location. In order to support the 24/7 nature of cryptocurrency, shifts may include weekend and night. Job #: G2713 Pay Transparency Notice: Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include target bonus + target equity + benefits (including medical, dental, vision and 401(k . Pay Range: $41.27 $41.27 USD Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying. Commitment to Equal Opportunity Coinbase is committed to diversity in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the Know Your Rights notice here . Additionally, Coinbase participates in the E-Verify program in certain locations, as required by law. Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations at to let us know the nature of your request and your contact information. For quick access to screen reading technology compatible with this site click here to download a free compatible screen reader (free step by step tutorial can be found here) . Global Data Privacy Notice for Job Candidates and Applicants Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available here . By submitting your application, you are agreeing to our use and processing of your data as required. For US applicants only, by submitting your application you are agreeing to arbitration of disputes as outlined here.
nCino offers exciting career opportunities for individuals who want to join the worldwide leader in cloud banking. The nCino Credit Solutions Advisor (CSA) is the nCino product subject matter expert for Spreads, Commercial Real Estate Analysis, and other credit-related functions (herein after referred to collectively as "spreads"). CSA involvement can span all phases of the Account Lifecycle, from Sales, Implementation and through Support. The CSA is the primary source of configuration expertise and effort for spreads and CRE, as well as the primary consultant for other nCino Employees and Implementation Consultants who may be doing this work. The CSA will be responsible for multiple spreads consulting and configuration projects running concurrently. A CSA must be comfortable speaking to - and demonstrating - nCino Spreads' capabilities and limitations in any environment, from meeting rooms with fellow nCino employees to Board Rooms with Enterprise client Executive Management, to Partner-run project teams, as well as the Credit Shops of nCino's clients. This individual must be able to communicate clearly to CSA Management and to Product Development any bugs found during configuration and testing, as well as any additional functional needs for a client or for the product. They will also assess, gather and document the technical requirements for spreads from the client. From there, they must be able to translate those requirements into actual spreads functionality for the client.The CSA will also be asked to over-see work being done by Implementation Consultants for our clients.They must be able to assess the level of effort and provide detailed quotes for the work, to be included in client contracts. Must be able to work independently, and sometimes remotely at client locations, without direct daily supervision. Must be able to meet deadlines for completing work. Responsibilities Scope spreads projects through client and partner interaction. Attain examples of existing spreads and document the needs. Prepare hourly estimate and cost/quotes for the Sales and Project teams' use. Discovery. Typically on-site with clients, walking through examples of current underwriting approaches for each applicable line of business with in the FI. Develop and document a thorough understanding of the underwriting and approval processes. Make recommendations to client and nCino regarding the spreads configuration process, bundles, project, etc. Configuration. Primary resource for nCino for spreads configuration. Testing and validation. Performs spreads testing on the configured bundles, along with client/partner. Training and enablement. Leave the project with Admin/Partners capable and comfortable with maintenance and light edit abilities. Follow-up. Determine a check-in time-frame for the project. Follow up with the client/partner to determine use of spreads, additional configuration or training needs, etc. Familiarity with spreads from Moody's, Harland/D+H, Baker Hill, Fidelity, etc. Creates, follows and assesses Product Development Issues and Ideas (this is how Development knows of issues with the product and new ideas for future development). Consults with Support, Solution Architects, Support Engineers, Project Managers, etc. as-needed on spreads projects. Consults on configuration work done by other associates. Qualifications Required: Bachelor's or Master's Degree in Finance, Accounting, Business Administration or similar, or commensurate experience. 5+ years' experience in Financial Analysis, Underwriting, Credit and/or Commercial/Small Business Lending. Strong Credit and Underwriting skills. Experience with and deep understanding of Financial spreads, Ratio calculations, Cash Flow statements, Projections, Commercial Real Estate Analysis, etc. Desired: Salesforce.com Admin and/or App Builder Certifications Financial Institution Central Underwriting or Analyst experience in a multi-business-line function Experience with Regulatory Compliance and related reporting, portfolio reporting and analysis Travel Requirements Position may require up to 25% travel. Candidate must be willing to travel as needed in order to accomplish required goals. If you thrive in a high-energy, entrepreneurial environment, we invite you to share your passion, ideas and excitement at nCino. nCino provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, genetics or other protected groups. In addition to federal law requirements, nCino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. nCino is committed to the full inclusion of all qualified individuals. As part of this commitment, nCino will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us at . Our commitment to inclusion and equality includes a strong belief that the diversity of our team is instrumental to our success. We strive to create workplaces where employees are empowered to bring their authentic selves to work. - provided by Dice
02/24/2022
Full time
nCino offers exciting career opportunities for individuals who want to join the worldwide leader in cloud banking. The nCino Credit Solutions Advisor (CSA) is the nCino product subject matter expert for Spreads, Commercial Real Estate Analysis, and other credit-related functions (herein after referred to collectively as "spreads"). CSA involvement can span all phases of the Account Lifecycle, from Sales, Implementation and through Support. The CSA is the primary source of configuration expertise and effort for spreads and CRE, as well as the primary consultant for other nCino Employees and Implementation Consultants who may be doing this work. The CSA will be responsible for multiple spreads consulting and configuration projects running concurrently. A CSA must be comfortable speaking to - and demonstrating - nCino Spreads' capabilities and limitations in any environment, from meeting rooms with fellow nCino employees to Board Rooms with Enterprise client Executive Management, to Partner-run project teams, as well as the Credit Shops of nCino's clients. This individual must be able to communicate clearly to CSA Management and to Product Development any bugs found during configuration and testing, as well as any additional functional needs for a client or for the product. They will also assess, gather and document the technical requirements for spreads from the client. From there, they must be able to translate those requirements into actual spreads functionality for the client.The CSA will also be asked to over-see work being done by Implementation Consultants for our clients.They must be able to assess the level of effort and provide detailed quotes for the work, to be included in client contracts. Must be able to work independently, and sometimes remotely at client locations, without direct daily supervision. Must be able to meet deadlines for completing work. Responsibilities Scope spreads projects through client and partner interaction. Attain examples of existing spreads and document the needs. Prepare hourly estimate and cost/quotes for the Sales and Project teams' use. Discovery. Typically on-site with clients, walking through examples of current underwriting approaches for each applicable line of business with in the FI. Develop and document a thorough understanding of the underwriting and approval processes. Make recommendations to client and nCino regarding the spreads configuration process, bundles, project, etc. Configuration. Primary resource for nCino for spreads configuration. Testing and validation. Performs spreads testing on the configured bundles, along with client/partner. Training and enablement. Leave the project with Admin/Partners capable and comfortable with maintenance and light edit abilities. Follow-up. Determine a check-in time-frame for the project. Follow up with the client/partner to determine use of spreads, additional configuration or training needs, etc. Familiarity with spreads from Moody's, Harland/D+H, Baker Hill, Fidelity, etc. Creates, follows and assesses Product Development Issues and Ideas (this is how Development knows of issues with the product and new ideas for future development). Consults with Support, Solution Architects, Support Engineers, Project Managers, etc. as-needed on spreads projects. Consults on configuration work done by other associates. Qualifications Required: Bachelor's or Master's Degree in Finance, Accounting, Business Administration or similar, or commensurate experience. 5+ years' experience in Financial Analysis, Underwriting, Credit and/or Commercial/Small Business Lending. Strong Credit and Underwriting skills. Experience with and deep understanding of Financial spreads, Ratio calculations, Cash Flow statements, Projections, Commercial Real Estate Analysis, etc. Desired: Salesforce.com Admin and/or App Builder Certifications Financial Institution Central Underwriting or Analyst experience in a multi-business-line function Experience with Regulatory Compliance and related reporting, portfolio reporting and analysis Travel Requirements Position may require up to 25% travel. Candidate must be willing to travel as needed in order to accomplish required goals. If you thrive in a high-energy, entrepreneurial environment, we invite you to share your passion, ideas and excitement at nCino. nCino provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, genetics or other protected groups. In addition to federal law requirements, nCino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. nCino is committed to the full inclusion of all qualified individuals. As part of this commitment, nCino will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us at . Our commitment to inclusion and equality includes a strong belief that the diversity of our team is instrumental to our success. We strive to create workplaces where employees are empowered to bring their authentic selves to work. - provided by Dice
VP/Director of Product & Development In this role, the successful incumbent will own the end-to-end product vision and execution. They will bring innovation and drive discipline for the entire Product life cycle. This role will be leading all phases of product, application development and deployment. Inspiring and leading the departments to ensure operational excellence and efficiency, while generating significant impact on both the strategic and tactical direction of the software development and product development life cycles. It will report directly to the CEO and be a member of the Senior Leadership team. They will have the product team, development organization and infrastructure team reporting into them. Essential responsibilities: Ensures timely delivery of the application development projects without compromising quality and performance of the system Provide a roadmap of innovation to build additional value for the market looking at related markets Product responsibilities: Becoming an expert on the common problems our customers and potential customers are facing (that they may not even be aware of), the impact of those problems, and the value of solving them. 80% of the challenge is defining the right problems. Provide leadership to Product Development, meeting the demands of the business, prioritizing goals, providing guidance and development, and creating cohesive corporate wide working relationships. Segmenting our potential customers by their needs, priorities, and value. Different customers prioritize different problems; and even those that have the same problem may prioritize Designing great, cost-effective solutions that are clearly differentiated from alternative solutions in a way that appeals to significant market segments whether these are new products, or repackaged current products. Test and validate the solutions with user research. Prioritizing and explaining ideas and roadmap decisions to the rest of the team, including executives and the board. Having conviction and a backbone, and a willingness to disagree and commit when a decision is made. Effectively working with the engineering team, communicating customer needs through user stories, understanding technical constraints and opportunities, and working closely with the team to make products great. The ideal leader will prioritize user experience and be able to meaningfully contribute to it. Developing pricing and positioning strategy Launching products and expressing our product story to internal and external audiences. Developing launch plans and communicating to our teams, current and prospective customers, partners, analysts what the problems are, how we solve them better than others, and the value expected from the solution. This will involve planning, collaborating with marketing and sales, public speaking, effective analyst relations. Completing the circle and ensuring customer success; collecting feedback and integrating it into the product. Development responsibilities: Lead the development and implementation of creative concepts that are consistent with Companys long-term marketing strategy proactively and timely. Establish and manage systems and processes within area of responsibility that support internal and cross functional efficiency. Collaborate with stakeholders to ensure all timelines are developed and current, project status is communicated, and risks and dependencies are understood. Provides leadership in execution and delivery to technology teams in support of the business applications. This includes leading and coordinating activities throughout development and ensuring the appropriate use of standard models and software packages, standard methods of integration, as well as, the development of common application services. Ensure that best development processes and technologies are used in the design, construction and implementation of applications Ensure stability and performance of existing and future applications through use of applicable profiling and testing methodologies Responsible for the onboarding, deployment and support functions of the solution Qualifications: Bachelors/Master's Degree in Computer Science, Information Systems or equivalent. 10+ years experience in application development 10+ years of product development experience within a software development organization Experience leading/building applications on a platform such as ServiceNow, Salesforce, Workday or another platform preferred Experience with both Cloud and On Premise based software products and architecture Demonstrates leadership in building relationships with business partners and/or clients Experience in FinTech domain is a plus. Experienced in management and motivation/advocacy skills with demonstrated ability to develop and mentor personnel Demonstrates a thorough understanding of information systems, business processes, the key drivers and measures of success while choosing the proper methodologies and policies to support broad business goals
11/04/2021
Full time
VP/Director of Product & Development In this role, the successful incumbent will own the end-to-end product vision and execution. They will bring innovation and drive discipline for the entire Product life cycle. This role will be leading all phases of product, application development and deployment. Inspiring and leading the departments to ensure operational excellence and efficiency, while generating significant impact on both the strategic and tactical direction of the software development and product development life cycles. It will report directly to the CEO and be a member of the Senior Leadership team. They will have the product team, development organization and infrastructure team reporting into them. Essential responsibilities: Ensures timely delivery of the application development projects without compromising quality and performance of the system Provide a roadmap of innovation to build additional value for the market looking at related markets Product responsibilities: Becoming an expert on the common problems our customers and potential customers are facing (that they may not even be aware of), the impact of those problems, and the value of solving them. 80% of the challenge is defining the right problems. Provide leadership to Product Development, meeting the demands of the business, prioritizing goals, providing guidance and development, and creating cohesive corporate wide working relationships. Segmenting our potential customers by their needs, priorities, and value. Different customers prioritize different problems; and even those that have the same problem may prioritize Designing great, cost-effective solutions that are clearly differentiated from alternative solutions in a way that appeals to significant market segments whether these are new products, or repackaged current products. Test and validate the solutions with user research. Prioritizing and explaining ideas and roadmap decisions to the rest of the team, including executives and the board. Having conviction and a backbone, and a willingness to disagree and commit when a decision is made. Effectively working with the engineering team, communicating customer needs through user stories, understanding technical constraints and opportunities, and working closely with the team to make products great. The ideal leader will prioritize user experience and be able to meaningfully contribute to it. Developing pricing and positioning strategy Launching products and expressing our product story to internal and external audiences. Developing launch plans and communicating to our teams, current and prospective customers, partners, analysts what the problems are, how we solve them better than others, and the value expected from the solution. This will involve planning, collaborating with marketing and sales, public speaking, effective analyst relations. Completing the circle and ensuring customer success; collecting feedback and integrating it into the product. Development responsibilities: Lead the development and implementation of creative concepts that are consistent with Companys long-term marketing strategy proactively and timely. Establish and manage systems and processes within area of responsibility that support internal and cross functional efficiency. Collaborate with stakeholders to ensure all timelines are developed and current, project status is communicated, and risks and dependencies are understood. Provides leadership in execution and delivery to technology teams in support of the business applications. This includes leading and coordinating activities throughout development and ensuring the appropriate use of standard models and software packages, standard methods of integration, as well as, the development of common application services. Ensure that best development processes and technologies are used in the design, construction and implementation of applications Ensure stability and performance of existing and future applications through use of applicable profiling and testing methodologies Responsible for the onboarding, deployment and support functions of the solution Qualifications: Bachelors/Master's Degree in Computer Science, Information Systems or equivalent. 10+ years experience in application development 10+ years of product development experience within a software development organization Experience leading/building applications on a platform such as ServiceNow, Salesforce, Workday or another platform preferred Experience with both Cloud and On Premise based software products and architecture Demonstrates leadership in building relationships with business partners and/or clients Experience in FinTech domain is a plus. Experienced in management and motivation/advocacy skills with demonstrated ability to develop and mentor personnel Demonstrates a thorough understanding of information systems, business processes, the key drivers and measures of success while choosing the proper methodologies and policies to support broad business goals
About PatientPoint PatientPoint® is the patient engagement platform for every point of care. Our innovative, tech-enabled solutions create more effective doctor-patient interactions and deliver high value for patients, providers and healthcare sponsors. Through our nearly 140k unique healthcare provider relationships, PatientPoint's solutions impact roughly 750 million patient visits each year, further advancing our mission of making every doctor-patient engagement better®. Learn more at patientpoint.com. This position is located in Cincinnati, Ohio with a half-week in office and half-week remote schedule. Position Summary: The Senior Pricing Analyst (SPA) is responsible for pricing strategy and campaign optimization for existing and potential pharmaceutical clients. The SPA serves as the key point of contact for our client sales team and partners with cross-functional teams to develop and execute brand-specific program pricing and physician office-based ad campaign recommendations. The SPA also leverages primary and secondary data to create market and brand campaign summaries for our Sales team and clients. Must possess strong leadership, energy, initiative, passion for customers, discipline and influencing skills. Must enjoy collaborating with and mentoring less experienced team members. Responsibilities and Duties: The Senior Pricing Analyst, in collaboration with the client-facing Sales team, determines a brand's program pricing and prepares campaign cost proposals. The Senior Pricing Analyst: * Be a subject matter expert of product offerings and pricing strategies to ensures proposals are developed in accordance with company pricing standards and the right deal structure to meet customer needs * Provides guidance to the Sales team on which available inventory to recommend, the likelihood of program success and opportunities to optimize proposal approach * Maintains holistic view on historic pricing data for client brands across programs * Manages inventory availability during the pricing/proposal process and throughout a brand's contract * Query and analyze prescription sales data using syndicated query tool, Microsoft Excel * Drive business model and pricing strategy and policies to maximize company profitability while also ensuring strong brand return on investment * Partner closely with our Product team on pricing strategies for new product offerings * Provide Sales team with insight and data about Pharmaceutical products and key category competitors Minimum Qualifications * Bachelor's Degree in Pricing, Marketing, Marketing Research, Statistics, Healthcare, Business, related fields, or c ommensurate work experience in lieu of degree * 3+ years of professional experience in an analyst, pricing, statistics, or related position * A strong desire to work with data * Advanced Excel experience required including V-lookups, Pivot tables & Charts, and IF functions * Experience working with large datasets (tens of thousands of records) Preferred Qualifications * Knowledge and prior use of Salesforce * Experience with Pharmaceutical data * Experience with R and SQL Employer is EOE/M/F/D/V
09/25/2021
Full time
About PatientPoint PatientPoint® is the patient engagement platform for every point of care. Our innovative, tech-enabled solutions create more effective doctor-patient interactions and deliver high value for patients, providers and healthcare sponsors. Through our nearly 140k unique healthcare provider relationships, PatientPoint's solutions impact roughly 750 million patient visits each year, further advancing our mission of making every doctor-patient engagement better®. Learn more at patientpoint.com. This position is located in Cincinnati, Ohio with a half-week in office and half-week remote schedule. Position Summary: The Senior Pricing Analyst (SPA) is responsible for pricing strategy and campaign optimization for existing and potential pharmaceutical clients. The SPA serves as the key point of contact for our client sales team and partners with cross-functional teams to develop and execute brand-specific program pricing and physician office-based ad campaign recommendations. The SPA also leverages primary and secondary data to create market and brand campaign summaries for our Sales team and clients. Must possess strong leadership, energy, initiative, passion for customers, discipline and influencing skills. Must enjoy collaborating with and mentoring less experienced team members. Responsibilities and Duties: The Senior Pricing Analyst, in collaboration with the client-facing Sales team, determines a brand's program pricing and prepares campaign cost proposals. The Senior Pricing Analyst: * Be a subject matter expert of product offerings and pricing strategies to ensures proposals are developed in accordance with company pricing standards and the right deal structure to meet customer needs * Provides guidance to the Sales team on which available inventory to recommend, the likelihood of program success and opportunities to optimize proposal approach * Maintains holistic view on historic pricing data for client brands across programs * Manages inventory availability during the pricing/proposal process and throughout a brand's contract * Query and analyze prescription sales data using syndicated query tool, Microsoft Excel * Drive business model and pricing strategy and policies to maximize company profitability while also ensuring strong brand return on investment * Partner closely with our Product team on pricing strategies for new product offerings * Provide Sales team with insight and data about Pharmaceutical products and key category competitors Minimum Qualifications * Bachelor's Degree in Pricing, Marketing, Marketing Research, Statistics, Healthcare, Business, related fields, or c ommensurate work experience in lieu of degree * 3+ years of professional experience in an analyst, pricing, statistics, or related position * A strong desire to work with data * Advanced Excel experience required including V-lookups, Pivot tables & Charts, and IF functions * Experience working with large datasets (tens of thousands of records) Preferred Qualifications * Knowledge and prior use of Salesforce * Experience with Pharmaceutical data * Experience with R and SQL Employer is EOE/M/F/D/V
Salesforce.com seeks a Senior Product Analyst at our San Francisco, CA office located at 415 Mission Street, 94105. The individual could also be placed at 123 Mission Street, 350 Mission Street, 50 Fremont Street, all Salesforce office space, all within walking distance of 415 Mission. 1 position is available on this team. Duties: Document, analyze, and evaluate system requirements and make recommendations on implementation. Perform fit/gap and define, architect, and build solutions on enterprise finance systems that include Oracle eBiz Financials, SaaS applications, and other integrated boundary systems including third-party service providers. Engage with Engineering teams and other cross-track team members in converting the Business Solution into a technical system solutions. Manage business and technology team relations and execute with minimal guidance while translating business requirements to system functional design for development team. Lead the implementation of the solution. Assist user acceptance tests and provide functional support to users. Lead and engage with Finance/Procurement/Accounting business users globally at different levels to understand business requirements. Lead and/or contribute on the major enhancements, projects and coordinate with other cross teams. Interact with Product Management and Engineering team in global setting to properly assess the requirement. Contribute to functional testing of components and deliverables. Contribute and establish standards and best practices. Requirements: Master's degree (or its foreign degree equivalent) in Computer Science, Management Information Systems, Engineering (any field) or a related quantitative discipline, and three (3) years of experience in the field of system analysis/data analysis or three (3) years of experience in the job offered OR Bachelor's degree (or its foreign degree equivalent) in Computer Science, Management Information Systems, Engineering (any field) or a related quantitative discipline, and five (5) years of progressively responsible experience in the field of system analysis/data analysis or five (5) years of experience in the job offered. Required Skills: (1) Oracle E-Business Suite 11i and R12; (2) Oracle General Ledger; (3) Oracle Purchasing; (4) Oracle Payables; (5) TOAD; (6) SQL Developer; (7) Workflow Builder; (8) Service Now; (9) Agile methodologies; and (10) System Integration testing. Any suitable combination of education, training and/or experience is acceptable. Education, experience and criminal background checks will be conducted.Employer will accept single degree, or any combination of degrees, diplomas, or professional work credentials found to be equivalent by a qualified evaluation service. Salary: $140,000.00 per year 40 hours per week; M-F, 9:00 a.m. to 5:00 p.m. Interested applicants should send resumes to the following address: Recruitment and Employment Office SALESFORCE.COM Attn: Job Ref #: SAL74437 P.O. Box 56625 Atlanta, GA 30343
09/21/2021
Full time
Salesforce.com seeks a Senior Product Analyst at our San Francisco, CA office located at 415 Mission Street, 94105. The individual could also be placed at 123 Mission Street, 350 Mission Street, 50 Fremont Street, all Salesforce office space, all within walking distance of 415 Mission. 1 position is available on this team. Duties: Document, analyze, and evaluate system requirements and make recommendations on implementation. Perform fit/gap and define, architect, and build solutions on enterprise finance systems that include Oracle eBiz Financials, SaaS applications, and other integrated boundary systems including third-party service providers. Engage with Engineering teams and other cross-track team members in converting the Business Solution into a technical system solutions. Manage business and technology team relations and execute with minimal guidance while translating business requirements to system functional design for development team. Lead the implementation of the solution. Assist user acceptance tests and provide functional support to users. Lead and engage with Finance/Procurement/Accounting business users globally at different levels to understand business requirements. Lead and/or contribute on the major enhancements, projects and coordinate with other cross teams. Interact with Product Management and Engineering team in global setting to properly assess the requirement. Contribute to functional testing of components and deliverables. Contribute and establish standards and best practices. Requirements: Master's degree (or its foreign degree equivalent) in Computer Science, Management Information Systems, Engineering (any field) or a related quantitative discipline, and three (3) years of experience in the field of system analysis/data analysis or three (3) years of experience in the job offered OR Bachelor's degree (or its foreign degree equivalent) in Computer Science, Management Information Systems, Engineering (any field) or a related quantitative discipline, and five (5) years of progressively responsible experience in the field of system analysis/data analysis or five (5) years of experience in the job offered. Required Skills: (1) Oracle E-Business Suite 11i and R12; (2) Oracle General Ledger; (3) Oracle Purchasing; (4) Oracle Payables; (5) TOAD; (6) SQL Developer; (7) Workflow Builder; (8) Service Now; (9) Agile methodologies; and (10) System Integration testing. Any suitable combination of education, training and/or experience is acceptable. Education, experience and criminal background checks will be conducted.Employer will accept single degree, or any combination of degrees, diplomas, or professional work credentials found to be equivalent by a qualified evaluation service. Salary: $140,000.00 per year 40 hours per week; M-F, 9:00 a.m. to 5:00 p.m. Interested applicants should send resumes to the following address: Recruitment and Employment Office SALESFORCE.COM Attn: Job Ref #: SAL74437 P.O. Box 56625 Atlanta, GA 30343
Summary/Objective: The Salesforce Admin solves information, system and process problems by analyzing requirements, executing system and process improvements, project managing large system implementations, design reporting and ensuring appropriate data standards. Essential Functions Systems Support/Business Analyst - 45% Administration of the company's Salesforce.com and Salesforce CPQ platform and related systems. Develop and configure all point-and-click development (e.g. workflows, validation rules, formulas, custom objects, custom fields) within all sales applications with heavy dependancy on Salesforce and Salesforce CPQ. Develop advanced reports, dashboards, and processes to continuously monitor data quality and integrity Regularly perform database de-duping and cleanup procedures, regularly audits data to uncover data integrity issues and/or opportunities for process improvement Determines operational objectives by studying business functions; gathering information; evaluating output requirements and formats. Improves current systems and associated processes by analyzing requirements and current practices; constructing workflow charts and diagrams; studying system capabilities; writing specifications. Recommends controls by identifying problems; writing improved procedures. Provides system support to keep systems operational and effective Provides references for users by writing and maintaining user documentation including manuals, flowcharts, etc.; providing help desk support; training users. Project Management - 20% Works independently and leads assignments/projects of moderate to high complexity following company methodology. Defines project requirements by identifying project milestones, phases, and elements; forming project team; establishing project budget. Monitors project progress by tracking activity; resolving problems; publishing progress reports; recommending actions. Maintains system protocols by writing and updating procedures. Reporting and Data Management - 20% Works with business users to analyze reporting needs and develops reports to meet those needs. Perform and coordinate quality assurance reviews and testing Documents report criteria, design and processing procedures. Perform data analysis of assigned functions including reviewing of financial, operational, sales/marketing data and provide insight and corrective actions for identified issues . Ensure data management standards align with corporate data management strategy. Business Partner- 10% Partner with business partner community to devise or modify procedures to solve complex provlems or improve exisiting processes. Provide written and verbal communication such as status reports, progress reports and documentation to Information Management and business partners. Interface with suppliers and vendors to evaluate software, hardware, or services and make recommendations. Actively participate on committees representing intra IM organizations. Demonstrate an understanding of business partner needs and manage business partern satisfaction relative to deliverables. Minimum Requirements 4 year college degree in business, information systems or computer science. MBA preferred but not required. Salesforce.com experience required. Salesforce Certified System Admin or equivalent required Salesforce CPQ Admin or equivalent required Experience/Skills: 3-10 years' experience as a system or business analyst with related undergraduate or 2+ with related graduate degree. Ideal system implementation and support background with business experience in finance or operations. Salesforce, Salesforce CPQ, Crystal Reports, Microsoft SQL Reporting Services, SSIS, SQL statements/programming, SharePoint, ServiceNow, NetSuite and ADP. Salesforce.com and CPQ System Administration or Development Exceptional analytical ability, strong technical skills and business intelligence skills. Possess strong Customer Service orientation, demonstrate a full understanding of the needs of the customer. Project management skill set, ability to manage special complex projects that are large in scope, ability to work independently. Flexible to various demands and ability to manage problem solving, including the ability to logically approach a problem and propose recommendations Excellent verbal and written communication skills. Strong work ethic and commitment to operational excellence. Previous Business Partnering expertise preferred. High level of interpersonal skills to enable collaboration with other functional groups and individuals to meet overall business objectives. AAP/EEO Statement Evoque provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Evoque complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Evoque expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Evoque employees to perform their job duties may result in discipline up to and including discharge. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
03/17/2021
Full time
Summary/Objective: The Salesforce Admin solves information, system and process problems by analyzing requirements, executing system and process improvements, project managing large system implementations, design reporting and ensuring appropriate data standards. Essential Functions Systems Support/Business Analyst - 45% Administration of the company's Salesforce.com and Salesforce CPQ platform and related systems. Develop and configure all point-and-click development (e.g. workflows, validation rules, formulas, custom objects, custom fields) within all sales applications with heavy dependancy on Salesforce and Salesforce CPQ. Develop advanced reports, dashboards, and processes to continuously monitor data quality and integrity Regularly perform database de-duping and cleanup procedures, regularly audits data to uncover data integrity issues and/or opportunities for process improvement Determines operational objectives by studying business functions; gathering information; evaluating output requirements and formats. Improves current systems and associated processes by analyzing requirements and current practices; constructing workflow charts and diagrams; studying system capabilities; writing specifications. Recommends controls by identifying problems; writing improved procedures. Provides system support to keep systems operational and effective Provides references for users by writing and maintaining user documentation including manuals, flowcharts, etc.; providing help desk support; training users. Project Management - 20% Works independently and leads assignments/projects of moderate to high complexity following company methodology. Defines project requirements by identifying project milestones, phases, and elements; forming project team; establishing project budget. Monitors project progress by tracking activity; resolving problems; publishing progress reports; recommending actions. Maintains system protocols by writing and updating procedures. Reporting and Data Management - 20% Works with business users to analyze reporting needs and develops reports to meet those needs. Perform and coordinate quality assurance reviews and testing Documents report criteria, design and processing procedures. Perform data analysis of assigned functions including reviewing of financial, operational, sales/marketing data and provide insight and corrective actions for identified issues . Ensure data management standards align with corporate data management strategy. Business Partner- 10% Partner with business partner community to devise or modify procedures to solve complex provlems or improve exisiting processes. Provide written and verbal communication such as status reports, progress reports and documentation to Information Management and business partners. Interface with suppliers and vendors to evaluate software, hardware, or services and make recommendations. Actively participate on committees representing intra IM organizations. Demonstrate an understanding of business partner needs and manage business partern satisfaction relative to deliverables. Minimum Requirements 4 year college degree in business, information systems or computer science. MBA preferred but not required. Salesforce.com experience required. Salesforce Certified System Admin or equivalent required Salesforce CPQ Admin or equivalent required Experience/Skills: 3-10 years' experience as a system or business analyst with related undergraduate or 2+ with related graduate degree. Ideal system implementation and support background with business experience in finance or operations. Salesforce, Salesforce CPQ, Crystal Reports, Microsoft SQL Reporting Services, SSIS, SQL statements/programming, SharePoint, ServiceNow, NetSuite and ADP. Salesforce.com and CPQ System Administration or Development Exceptional analytical ability, strong technical skills and business intelligence skills. Possess strong Customer Service orientation, demonstrate a full understanding of the needs of the customer. Project management skill set, ability to manage special complex projects that are large in scope, ability to work independently. Flexible to various demands and ability to manage problem solving, including the ability to logically approach a problem and propose recommendations Excellent verbal and written communication skills. Strong work ethic and commitment to operational excellence. Previous Business Partnering expertise preferred. High level of interpersonal skills to enable collaboration with other functional groups and individuals to meet overall business objectives. AAP/EEO Statement Evoque provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Evoque complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Evoque expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Evoque employees to perform their job duties may result in discipline up to and including discharge. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Business Analyst, Dalio Family Office Dalio Family Office Overview: The Dalio Family Office (DFO) is the family office of Ray Dalio, the founder of Bridgewater Associates, LP and a global philanthropist. The mission of the DFO is to provide outstanding services to Ray and his family, which includes long term wealth planning and management as well as the management of current endeavors. The DFO has grown significantly over the past few years, increasing in both size and capability to provide a high level of support to the family. While its focus is the Dalio family, the DFO shares Bridgewater's idea meritocratic culture as the lifeblood of its organization. Given the highly sensitive nature of its responsibilities, the DFO is a tight-knit group, where honesty and integrity are foundational values. All members are uniquely valued, are encouraged to meet their potential and are given responsibilities that align with their capabilities and interests. Project Management Pillar Overview: The Project Management Pillar is a service oriented pillar within the DFO that is responsible providing excellent process and project management capabilities to help the Dalio Family and the broader DFO achieve their goals through project management, training, process optimization, and reporting. While the content of these projects will vary in nature consistent with the broad range of interests of the family and requirements of the organization, this person will play a direct role in ensuring the project and organizational goals are met. Position Summary: We are looking for an achievement-oriented, proactive contributor who takes initiative, possesses a strong sense of personal responsibility, enjoys a challenge, and persists to overcome obstacles to join the DFO Team. As a Business Analyst, you will collaborate with experienced Senior Project Associates in the design, planning, and implementation of projects in the DFO, as well as oversee your own independent workstreams. This position will also afford you the opportunity to partner with managers across the Dalio Family Office in designing and implementing models, processes, and reporting to support ongoing business operations and improve their effectiveness. To be successful in this role, you must share the core values and intrinsic abilities that align with the firm's overarching philosophy and guiding Principles. In addition, given your exposure to confidential information, you must exhibit strong discretion and judgement. Finally, as a member of our team, you must have a true ownership mentality, strong analytical capabilities and the ability and desire to hold yourself and your teammates accountable to achieving excellent outcomes. Day-to-day responsibilities would include a combination of the following: Manage several small projects concurrently and successfully provide leverage to large projects - including risk identification, task and dependency management, project charter and closeouts Liaise between the project team and key stakeholders to ensure project deliverables & meetings are adequate and timely. Escalate project issues, risks & critical decisions. Provide regular and accurate status' independently. Contribute to the creation of process mapping/documentation of excellent quality and in a timely manner. Assist with the creation, build, continuous improvement and maintenance of tools, reports and models used for reporting and analytics Execute on discrete assignments with some oversight as directed by senior members of the team to achieve high-quality outcomes and meet deadlines. Hold project or machine resources accountable to deliverables. Prioritize and escalate problems as needed. Operate according to our values and way of being including radical transparency, direct feedback, machine like thinking, and continuous personal and professional improvement. Apply for this role if you are: An analytical thinker who approaches problems logically and methodically Intellectually curious with a desire to learn Project Management methodology and tools A great multi-tasker able to track several priorities to produce high quality deliverables within deadlines An excellent communicator who will collaborate productively with your team and stakeholders around the organization Interested in operating within a unique culture that will foster your desire for personal and professional growth Able to hold yourself and others accountable to high standards to push for excellence Professional and discrete; able to handle sensitive information appropriately and with superior judgement Qualifications: 0-3 years of experience executing tasks of excellent quality and in a timely manner Novice proficiency with Microsoft Excel and PowerPoint as well as with Visio Experience with tools including Jira, Confluence, Salesforce, Adobe Acrobat, Tableau is a plus Bachelor's degree is a plus Compensation: Compensation for the role includes a competitive salary, and an excellent package of health and other employee benefits. Please note that we do not provide immigration sponsorship for this position The DFO is an Equal Opportunity Employer. All employment at the DFO is subject to an extensive background check.
01/30/2021
Full time
Business Analyst, Dalio Family Office Dalio Family Office Overview: The Dalio Family Office (DFO) is the family office of Ray Dalio, the founder of Bridgewater Associates, LP and a global philanthropist. The mission of the DFO is to provide outstanding services to Ray and his family, which includes long term wealth planning and management as well as the management of current endeavors. The DFO has grown significantly over the past few years, increasing in both size and capability to provide a high level of support to the family. While its focus is the Dalio family, the DFO shares Bridgewater's idea meritocratic culture as the lifeblood of its organization. Given the highly sensitive nature of its responsibilities, the DFO is a tight-knit group, where honesty and integrity are foundational values. All members are uniquely valued, are encouraged to meet their potential and are given responsibilities that align with their capabilities and interests. Project Management Pillar Overview: The Project Management Pillar is a service oriented pillar within the DFO that is responsible providing excellent process and project management capabilities to help the Dalio Family and the broader DFO achieve their goals through project management, training, process optimization, and reporting. While the content of these projects will vary in nature consistent with the broad range of interests of the family and requirements of the organization, this person will play a direct role in ensuring the project and organizational goals are met. Position Summary: We are looking for an achievement-oriented, proactive contributor who takes initiative, possesses a strong sense of personal responsibility, enjoys a challenge, and persists to overcome obstacles to join the DFO Team. As a Business Analyst, you will collaborate with experienced Senior Project Associates in the design, planning, and implementation of projects in the DFO, as well as oversee your own independent workstreams. This position will also afford you the opportunity to partner with managers across the Dalio Family Office in designing and implementing models, processes, and reporting to support ongoing business operations and improve their effectiveness. To be successful in this role, you must share the core values and intrinsic abilities that align with the firm's overarching philosophy and guiding Principles. In addition, given your exposure to confidential information, you must exhibit strong discretion and judgement. Finally, as a member of our team, you must have a true ownership mentality, strong analytical capabilities and the ability and desire to hold yourself and your teammates accountable to achieving excellent outcomes. Day-to-day responsibilities would include a combination of the following: Manage several small projects concurrently and successfully provide leverage to large projects - including risk identification, task and dependency management, project charter and closeouts Liaise between the project team and key stakeholders to ensure project deliverables & meetings are adequate and timely. Escalate project issues, risks & critical decisions. Provide regular and accurate status' independently. Contribute to the creation of process mapping/documentation of excellent quality and in a timely manner. Assist with the creation, build, continuous improvement and maintenance of tools, reports and models used for reporting and analytics Execute on discrete assignments with some oversight as directed by senior members of the team to achieve high-quality outcomes and meet deadlines. Hold project or machine resources accountable to deliverables. Prioritize and escalate problems as needed. Operate according to our values and way of being including radical transparency, direct feedback, machine like thinking, and continuous personal and professional improvement. Apply for this role if you are: An analytical thinker who approaches problems logically and methodically Intellectually curious with a desire to learn Project Management methodology and tools A great multi-tasker able to track several priorities to produce high quality deliverables within deadlines An excellent communicator who will collaborate productively with your team and stakeholders around the organization Interested in operating within a unique culture that will foster your desire for personal and professional growth Able to hold yourself and others accountable to high standards to push for excellence Professional and discrete; able to handle sensitive information appropriately and with superior judgement Qualifications: 0-3 years of experience executing tasks of excellent quality and in a timely manner Novice proficiency with Microsoft Excel and PowerPoint as well as with Visio Experience with tools including Jira, Confluence, Salesforce, Adobe Acrobat, Tableau is a plus Bachelor's degree is a plus Compensation: Compensation for the role includes a competitive salary, and an excellent package of health and other employee benefits. Please note that we do not provide immigration sponsorship for this position The DFO is an Equal Opportunity Employer. All employment at the DFO is subject to an extensive background check.
Power the Possibilities The CDK Global technology team is looking for collaborative innovators who are passionate about making their mark on emerging enterprise software products. We're building and developing cloud technology for the automotive retail industry that will change the landscape for automotive dealers, original equipment manufacturers (OEMs) and the customers they serve. Be Part of Something Bigger Each year, more than three percent of the U.S. gross domestic product (GDP) is attributed to the auto industry, which flows through our customer, the auto dealer. It's time you joined an evolving marketplace where research and development investment is measured in the tens of billions. It's time you were a part of something bigger. We're expanding our workforce - engineers, architects, developers and more - onboarding early adopters who can optimize, pivot and keep pace with ever-evolving development roadmaps and applications. Join Our Team Growth potential, flexibility and material impact on the success and quality of a next-gen, enterprise software product make CDK an excellent choice for those who thrive in challenging, fast-paced engineering environments. The possibilities for impact are endless. We have exceptional opportunities to evolve our industry by driving change through new technology. If you're ready for high-impact, you're ready for CDK. POSITION CAN BE BASED IN HOFFMAN ESTATES, IL/AUSTIN, TX/PORTLAND, OR Responsibilities Includes organizing and leading requirement meetings with business sponsors, users, and other impacted teams. Develops both high-level and detailed business requirements documentation to support business needs and identify appropriate solution(s). Utilizes knowledge of Sales and Marketing or Service Operations' business processes and tools such as Salesforce, Pardot, Wave/Einstein, Lightning and/or other tools to make recommendations to business and other impacted parties regarding solution options and deployment strategy. Performs and/or drives actual development of approved solution. Documents developed solution and provides solution knowledge to other team members. Responsible for developing and executing test plan associated with developed solution or reporting effort. Works with business stakeholders to ensure solution meets business requirements and can be successfully implemented and maintained. May participate in business strategy discussions based proven/observed expertise. Performs other related duties as assigned. Ideal Candidate 2-3 years experience in business systems analysis or like technical role Some exposure to an enterprise class ERP/CRM such as Oracle, SAP and/or SalesForce Some knowledge of business workflows across multiple functional areas Demonstrates an ability to lead moderately scoped projects from a business and systems analysis perspective Demonstrates an ability to consult with stakeholders; may do so at senior levels Applies knowledge of project management, group facilitation, and consultation Applies knowledge of business needs assessment and analysis, and management principles and practices Responsibilities include diverse tasks that may include creating all levels of deliverables, assisting with policy and procedure development, training, conducting business needs assessment, research and analysis, project planning, may act as consultation to senior management Demonstrates willingness to learn and actively pursues higher level knowledge Bachelor's degree or equivalent experience required CDK Global knows you have passions outside of work. You have family, friends, sporting events, and lots of things going on. That's why we offer a comprehensive benefits package to not only take care of you but your family as well. All of our benefits are effective the first day of employment including 401K matching, paid time off to re-energize, donate your time to volunteer in your community, and tuition reimbursement to name a few. At CDK, we pride ourselves on having a diverse workforce. We value and celebrate the uniqueness of individuals and the different perspectives they provide. We offer equal opportunity employment regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, or protected veteran status. - provided by Dice
01/30/2021
Full time
Power the Possibilities The CDK Global technology team is looking for collaborative innovators who are passionate about making their mark on emerging enterprise software products. We're building and developing cloud technology for the automotive retail industry that will change the landscape for automotive dealers, original equipment manufacturers (OEMs) and the customers they serve. Be Part of Something Bigger Each year, more than three percent of the U.S. gross domestic product (GDP) is attributed to the auto industry, which flows through our customer, the auto dealer. It's time you joined an evolving marketplace where research and development investment is measured in the tens of billions. It's time you were a part of something bigger. We're expanding our workforce - engineers, architects, developers and more - onboarding early adopters who can optimize, pivot and keep pace with ever-evolving development roadmaps and applications. Join Our Team Growth potential, flexibility and material impact on the success and quality of a next-gen, enterprise software product make CDK an excellent choice for those who thrive in challenging, fast-paced engineering environments. The possibilities for impact are endless. We have exceptional opportunities to evolve our industry by driving change through new technology. If you're ready for high-impact, you're ready for CDK. POSITION CAN BE BASED IN HOFFMAN ESTATES, IL/AUSTIN, TX/PORTLAND, OR Responsibilities Includes organizing and leading requirement meetings with business sponsors, users, and other impacted teams. Develops both high-level and detailed business requirements documentation to support business needs and identify appropriate solution(s). Utilizes knowledge of Sales and Marketing or Service Operations' business processes and tools such as Salesforce, Pardot, Wave/Einstein, Lightning and/or other tools to make recommendations to business and other impacted parties regarding solution options and deployment strategy. Performs and/or drives actual development of approved solution. Documents developed solution and provides solution knowledge to other team members. Responsible for developing and executing test plan associated with developed solution or reporting effort. Works with business stakeholders to ensure solution meets business requirements and can be successfully implemented and maintained. May participate in business strategy discussions based proven/observed expertise. Performs other related duties as assigned. Ideal Candidate 2-3 years experience in business systems analysis or like technical role Some exposure to an enterprise class ERP/CRM such as Oracle, SAP and/or SalesForce Some knowledge of business workflows across multiple functional areas Demonstrates an ability to lead moderately scoped projects from a business and systems analysis perspective Demonstrates an ability to consult with stakeholders; may do so at senior levels Applies knowledge of project management, group facilitation, and consultation Applies knowledge of business needs assessment and analysis, and management principles and practices Responsibilities include diverse tasks that may include creating all levels of deliverables, assisting with policy and procedure development, training, conducting business needs assessment, research and analysis, project planning, may act as consultation to senior management Demonstrates willingness to learn and actively pursues higher level knowledge Bachelor's degree or equivalent experience required CDK Global knows you have passions outside of work. You have family, friends, sporting events, and lots of things going on. That's why we offer a comprehensive benefits package to not only take care of you but your family as well. All of our benefits are effective the first day of employment including 401K matching, paid time off to re-energize, donate your time to volunteer in your community, and tuition reimbursement to name a few. At CDK, we pride ourselves on having a diverse workforce. We value and celebrate the uniqueness of individuals and the different perspectives they provide. We offer equal opportunity employment regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, or protected veteran status. - provided by Dice
Job Title: Salesforce Business Analyst Location: Remote (Miami, FL) Duration: 6-month Contract Compensation: $ per hour Work Requirements: Authorized to Work in the US Must Haves: Salesforce Administrator, Service and/or Sales Cloud Certifications - 5 years of experience as a BA in an Agile environment, gathering requirements for configurations, and determining how they will achieve it Background or education in computer science or information technology to help the understand their users and customers. Preferred: Sales Cloud and Service Cloud Certification Experience leveraging and configuring AppExchange products to develop solutions Experience with Salesforce Communities is a plus Knowledge of user experience design a plus Experience in testing methodologies a plus Qualifications: Salesforce Administrator, Service and/or Sales Cloud Certifications At least 5 years of experience working as a business analyst in an agile delivery model. Excellent verbal and written communication skills Demonstrate strong interpersonal, organizational and leadership skills. Ability to prioritize and multi-task in a fast paced, changing environment and be detail oriented. Ability to set goals and meet deadlines Proven ability to analyze, design, optimize, and integrate business processes across systems Ability to understand complex technical concepts and present them in simple terms to nontechnical team members and customers Proven ability in story writing and test case management Hands-on experience configuring Salesforce including workflows, validation rules, and security controls Salesforce Administrator, Service and/or Sales Cloud Certifications 5 years of experience as a BA in an Agile environment, gathering requirements for configurations, and determining how they will achieve it Background or education in computer science or information technology to help the understand their users and customers Education: Undergraduate Degree (e.g., BA, BS) preferred in computer science, information technology or a related discipline Responsibilities: Demonstrate strong understanding of CRM principles and strategies through implementation advice and Salesforce feature demonstrations. Collaborate with Product Owner, Stakeholders, and delivery teams to gather functional and non-functional requirements. Serves as a senior subject matter expert associated with content, processes, and procedures, defining detailed requirements, analyzing the business needs and validating solutions with the business. Assist the Product Owner with creating user stories and acceptance criteria. Facilitate elaboration sessions with all relevant stakeholders to drive clarity on requirements. Identifying, developing, and supporting business process change. Be available to the Product Owner and the team and participate in all agile meetings such as sprint planning, stand-ups, elaboration/grooming sessions, demos, and retrospectives. Actively participate in driving continuous improvement across the product and the team. Work closely with delivery team to define and execute Test Strategy/Scripts. Maintains focus on process analysis with an understanding of technical problems and solutions and the relationship to the business environment. Work with Architects to transform requirements into solutions. Develop an in-depth knowledge of how data is utilized in business systems. Business process mapping and analysis. Lead functional and technical gap analysis. Lead solution demonstrations and workshops. Develop test scenarios. Manage projects as required. Thanks, Alisha Khan|Talent Acquisition manager V2 Innovations Inc 42180 Ford Rd, Ste 302, Canton, MI 48187 PhoneExt: 542 ; Email: linkedin.com/in/alisha-khan-ba - provided by Dice
01/30/2021
Full time
Job Title: Salesforce Business Analyst Location: Remote (Miami, FL) Duration: 6-month Contract Compensation: $ per hour Work Requirements: Authorized to Work in the US Must Haves: Salesforce Administrator, Service and/or Sales Cloud Certifications - 5 years of experience as a BA in an Agile environment, gathering requirements for configurations, and determining how they will achieve it Background or education in computer science or information technology to help the understand their users and customers. Preferred: Sales Cloud and Service Cloud Certification Experience leveraging and configuring AppExchange products to develop solutions Experience with Salesforce Communities is a plus Knowledge of user experience design a plus Experience in testing methodologies a plus Qualifications: Salesforce Administrator, Service and/or Sales Cloud Certifications At least 5 years of experience working as a business analyst in an agile delivery model. Excellent verbal and written communication skills Demonstrate strong interpersonal, organizational and leadership skills. Ability to prioritize and multi-task in a fast paced, changing environment and be detail oriented. Ability to set goals and meet deadlines Proven ability to analyze, design, optimize, and integrate business processes across systems Ability to understand complex technical concepts and present them in simple terms to nontechnical team members and customers Proven ability in story writing and test case management Hands-on experience configuring Salesforce including workflows, validation rules, and security controls Salesforce Administrator, Service and/or Sales Cloud Certifications 5 years of experience as a BA in an Agile environment, gathering requirements for configurations, and determining how they will achieve it Background or education in computer science or information technology to help the understand their users and customers Education: Undergraduate Degree (e.g., BA, BS) preferred in computer science, information technology or a related discipline Responsibilities: Demonstrate strong understanding of CRM principles and strategies through implementation advice and Salesforce feature demonstrations. Collaborate with Product Owner, Stakeholders, and delivery teams to gather functional and non-functional requirements. Serves as a senior subject matter expert associated with content, processes, and procedures, defining detailed requirements, analyzing the business needs and validating solutions with the business. Assist the Product Owner with creating user stories and acceptance criteria. Facilitate elaboration sessions with all relevant stakeholders to drive clarity on requirements. Identifying, developing, and supporting business process change. Be available to the Product Owner and the team and participate in all agile meetings such as sprint planning, stand-ups, elaboration/grooming sessions, demos, and retrospectives. Actively participate in driving continuous improvement across the product and the team. Work closely with delivery team to define and execute Test Strategy/Scripts. Maintains focus on process analysis with an understanding of technical problems and solutions and the relationship to the business environment. Work with Architects to transform requirements into solutions. Develop an in-depth knowledge of how data is utilized in business systems. Business process mapping and analysis. Lead functional and technical gap analysis. Lead solution demonstrations and workshops. Develop test scenarios. Manage projects as required. Thanks, Alisha Khan|Talent Acquisition manager V2 Innovations Inc 42180 Ford Rd, Ste 302, Canton, MI 48187 PhoneExt: 542 ; Email: linkedin.com/in/alisha-khan-ba - provided by Dice
Senior BI Analyst - Tableau - Southern California - $1 2 5k/Year - Remote Flexibility Mason Frank International is eager to connect with all expert BI professionals in the Southern California area interested in working with the world's largest automotive solutions and sustainable mobility leaders! This incredible opportunity will allow you to work with all levels of management, including presenting to majority stakeholders. We are looking for someone who has extensive experience working with Tableau or Alteryx technology, or similar data blending tools. Candidates who may be interested in this role include: Expert using Tableau, Alteryx or comparable data blending tools 5 years' experience working with business analytics and data reporting Bachelors or Masters in Analytics or a related field Consultative experience working with large companies to achieve desired business outcomes. Training end users for a clear and thorough understanding of the data and formatting. Daily Responsibilities: Working alongside senior executives to understand and solve complex BI needs. Developing dashboards using Tableau to explore data insights. Discover and highlight KPI's for better business outcomes. Creative solutions and ideas in designing and developing business practices. Oversee smaller groups and teams, ensuring all data is accurate and reliable. Mentor and consult with others to build and improve overall team performance. Benefits: Permanent position Competitive pay Full benefits Remote flexibility Career development opportunities If you are excited to lead a team of highly experienced professionals and work in a team environment, we are excited to explore this opportunity further with you. Send a copy of your updated resume to or call (949 ) (ext. 2403). Mason Frank International is the global leader for Salesforce.com recruitment, supporting more Salesforce.com jobs than any other agency. We deal with both Salesforce.com Partners & End Users throughout North America. By specializing solely in placing candidates in the Salesforce.com market I have built relationships with most of the key employers in the US and have an unrivaled understanding of where the best opportunities and Salesforce.com jobs are. I understand the need for discretion and welcome the opportunity to speak to any candidates that are considering a new career or job either now or in the future. Confidentiality is of course guaranteed. To apply for this role or for information on the Salesforce.com market and some of the opportunities that are available I can be contacted at . Job Requirements: Senior BI Analyst - Tableau - Southern California - $125k/Year - Remote Flexibility
01/23/2021
Full time
Senior BI Analyst - Tableau - Southern California - $1 2 5k/Year - Remote Flexibility Mason Frank International is eager to connect with all expert BI professionals in the Southern California area interested in working with the world's largest automotive solutions and sustainable mobility leaders! This incredible opportunity will allow you to work with all levels of management, including presenting to majority stakeholders. We are looking for someone who has extensive experience working with Tableau or Alteryx technology, or similar data blending tools. Candidates who may be interested in this role include: Expert using Tableau, Alteryx or comparable data blending tools 5 years' experience working with business analytics and data reporting Bachelors or Masters in Analytics or a related field Consultative experience working with large companies to achieve desired business outcomes. Training end users for a clear and thorough understanding of the data and formatting. Daily Responsibilities: Working alongside senior executives to understand and solve complex BI needs. Developing dashboards using Tableau to explore data insights. Discover and highlight KPI's for better business outcomes. Creative solutions and ideas in designing and developing business practices. Oversee smaller groups and teams, ensuring all data is accurate and reliable. Mentor and consult with others to build and improve overall team performance. Benefits: Permanent position Competitive pay Full benefits Remote flexibility Career development opportunities If you are excited to lead a team of highly experienced professionals and work in a team environment, we are excited to explore this opportunity further with you. Send a copy of your updated resume to or call (949 ) (ext. 2403). Mason Frank International is the global leader for Salesforce.com recruitment, supporting more Salesforce.com jobs than any other agency. We deal with both Salesforce.com Partners & End Users throughout North America. By specializing solely in placing candidates in the Salesforce.com market I have built relationships with most of the key employers in the US and have an unrivaled understanding of where the best opportunities and Salesforce.com jobs are. I understand the need for discretion and welcome the opportunity to speak to any candidates that are considering a new career or job either now or in the future. Confidentiality is of course guaranteed. To apply for this role or for information on the Salesforce.com market and some of the opportunities that are available I can be contacted at . Job Requirements: Senior BI Analyst - Tableau - Southern California - $125k/Year - Remote Flexibility
Financial-Sr Analyst - Secaucus, New Jersey - M-F Look for more than answers. Patients and Physicians rely on our diagnostic testing, information and services to help them make better healthcare decisions. These are often serious decisions with far reaching consequences, and require sensitivity, tact and a clear dedication to service. It's about providing clarity and hope. You will work for the world leader in the industry, with a career where you can expand your skills and knowledge. You'll have a role where you can act with professionalism, you can inspire colleagues, and you can care about the work we do and the people we serve. At Quest, we are on a continuous journey of discovery and development. It's this attitude that has made us an industry leader and the #1 Diagnostic Lab in the US. For those joining us, we offer exciting and fast moving career opportunities where you can affect change at a rate unheard of in many organizations of our size and scope. While we invest in and develop technology to drive our innovations, our ongoing success relies on our people. Job Summary: The Senior Financial Analyst performs quantitative analysis in a supporting role for the Finance department. This position assists with various recurring and non-recurring projects initiated by the Finance Manager and Director. This individual must be knowledgeable of general and industry specific accounting and finance practices and flexible enough to manage the more complex activities associated with analyzing general ledger results and the development of financial statements and corresponding reports. Duties and Responsibilities: 1.) Financial planning and analysis in support of, among other things, monthly, quarterly and annual forecasts, annual budgets and AOP power point decks, periodic budget restatements and monthly financial reviews with Executive Directors of DS businesses. 2.) Revenue forecasts, utilizing Salesforce.com applications and interviews with responsible directors. 3.) Process information requests for month-end, quarterly and year-end results from Corporate and local management. 4.) Review annual SIP and analyze quarterly attainment payouts and reports to Corporate Compensation. 5.) Perform account reconciliation and account analysis, recommending adjustments for journal entries as required. 6.) Generate journal entries pertaining to assigned tasks, if necessary. 7.) Support management with internal audit and control owner for internal control testing (ICE) related to SOX. 8.) Other duties as assigned by Finance Director/Manager. Qualifications: Education Preferred: BS/BA degree in accounting CPA certification desired Work Experience: • A minimum of 4-6 years financial analysis is required. Other: • Outstanding Excel spreadsheet skills. • Ability to work with a high degree of accuracy, especially under the pressure of month-end close. • Strong oral and written communication skills, working with Executive Directors and their staff.
01/23/2021
Full time
Financial-Sr Analyst - Secaucus, New Jersey - M-F Look for more than answers. Patients and Physicians rely on our diagnostic testing, information and services to help them make better healthcare decisions. These are often serious decisions with far reaching consequences, and require sensitivity, tact and a clear dedication to service. It's about providing clarity and hope. You will work for the world leader in the industry, with a career where you can expand your skills and knowledge. You'll have a role where you can act with professionalism, you can inspire colleagues, and you can care about the work we do and the people we serve. At Quest, we are on a continuous journey of discovery and development. It's this attitude that has made us an industry leader and the #1 Diagnostic Lab in the US. For those joining us, we offer exciting and fast moving career opportunities where you can affect change at a rate unheard of in many organizations of our size and scope. While we invest in and develop technology to drive our innovations, our ongoing success relies on our people. Job Summary: The Senior Financial Analyst performs quantitative analysis in a supporting role for the Finance department. This position assists with various recurring and non-recurring projects initiated by the Finance Manager and Director. This individual must be knowledgeable of general and industry specific accounting and finance practices and flexible enough to manage the more complex activities associated with analyzing general ledger results and the development of financial statements and corresponding reports. Duties and Responsibilities: 1.) Financial planning and analysis in support of, among other things, monthly, quarterly and annual forecasts, annual budgets and AOP power point decks, periodic budget restatements and monthly financial reviews with Executive Directors of DS businesses. 2.) Revenue forecasts, utilizing Salesforce.com applications and interviews with responsible directors. 3.) Process information requests for month-end, quarterly and year-end results from Corporate and local management. 4.) Review annual SIP and analyze quarterly attainment payouts and reports to Corporate Compensation. 5.) Perform account reconciliation and account analysis, recommending adjustments for journal entries as required. 6.) Generate journal entries pertaining to assigned tasks, if necessary. 7.) Support management with internal audit and control owner for internal control testing (ICE) related to SOX. 8.) Other duties as assigned by Finance Director/Manager. Qualifications: Education Preferred: BS/BA degree in accounting CPA certification desired Work Experience: • A minimum of 4-6 years financial analysis is required. Other: • Outstanding Excel spreadsheet skills. • Ability to work with a high degree of accuracy, especially under the pressure of month-end close. • Strong oral and written communication skills, working with Executive Directors and their staff.
Those who join Emergent BioSolutions feel a sense of ownership about their future. You will excel in an environment characterized by respect, innovation and growth opportunities. Here, you will join passionate professionals who advance their scientific, technical and professional skills to develop products designed-to protect life. JOB SUMMARY The Sr Manager, Commercial Analysis is responsible for developing and managing CRM tools, as well as for continuous financial and operational analysis of our existing and pending business portfolio. This individual works with the company's growing Contract Development and Manufacturing Organization (CDMO) Business Unit and will design and support the implementation of business processes to track, manage and report on key project metrics for the CDMO portfolio and pipeline. The position will facilitate and analyze the entire project acquisition process to facilitate performance tracking and BU decision making on commercial strategy within, including advising the Director of Commercial Development on setting revenue and margin targets for sites, systems, assets and the sales team, and monitoring performance against these objectives. This individual is responsible for the creation and implementation of cross-functional analytical tools used in continuous, proactive analysis of the CDMO portfolio. ESSENTIAL FUNCTIONS Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions. Leads the creation and implementation of analytical tools used by the CDMO teams to provide proactive and reactive portfolio analysis on pipeline and existing business, as well as throughout the project acquisition process. The portfolio analysis will include financial and operational visibility to be used by Commercial Development to drive site and business level accountability of performance to plan, as well as insight into and management of the CDMO business portfolio. Accountable for the ongoing administration of data management systems used by the Commercial Development, Sales & Business Development, and Marketing & Customer Experience teams within the CDMO Business Unit. Owns the reporting process for the business portfolio including creating customized fields and reports in Salesforce. Provides suggestions, innovations, and solutions to drive operational excellence; particular attention to continuous improvement and enhanced automation of software processes Manages data on incoming opportunities parsed by project type, scope, site, client profile, technology offering, and geography; tracks critical project metrics; reports on the health of our pipeline and secured/forecasted CDMO business. Develops and implements dashboards and delivers reports to executive, financial, operational, site level and BU leadership; ensures data integrity of analytical tools and data inputs. Transforms financial and operational data into business intelligence through analysis and integration of quantitative and qualitative information. Identifies and monitors key indicators to gauge performance, identify trends, and suggest strategies that can impact results. Identifies prospective target opportunities and works with cross-functional teams in conducting market research, due diligence, modeling, determining appropriate costing, and developing negotiation strategies. Communicates effectively with the site operations teams to provide insight used by Commercial Development leadership regarding strategic planning, site utilization, required capabilities, capacity resources, and other requirements. Supports the team of sales executives and leadership of the S&BD group in sales team sizing, territory alignment, target setting, sales incentive plan design, implementation and execution. May be required to manage a team of commercial analysts. The above statements are intended to describe the nature of work performed by those in this job and are not an exhaustive list of all duties. Nothing in this job description restricts managements right to assign or reassign duties and responsibilities to this job at any time which reflects management's assignment of essential functions. MINIMUM EDUCATION, EXPERIENCE, SKILLS Bachelor's degree required; MBA or post-graduate is considered an asset. Minimum of 8 years of relevant experience in CDMO industry as commercial development, sales operations, CRM admin / analyst or equivalent role CRM administration and data management experience strongly preferred (specific experience with Salesforce is considered an asset, including Salesforce Report and Dashboard buildout) Working knowledge of biologics pharmaceutical industry is considered highly desirable. Strong analytical skills and investigative mindset to translate data into business strategy; ability to creatively and diligently gather data into financial and operational models that outline business cases, projections, and scenarios. Proven capability to collaborate across organizational boundaries and influencing without authority. Ability to develop and deliver multi-mode communications that convey a clear understanding of the unique needs of different audiences (including to our senior leaders, clients, and cross-functional, international teams). Excellent organizational, project management, and prioritization skills. Proven capability to manage multiple, complex projects, meeting tight deadlines, and working well in high stakes situations. Attention to detail and financial mindset required. Strong IT skills are required. Familiarity with the Microsoft product suite is required. Excel expert certification or higher, Salesforce Administrator designation and/or certification (ADM201), and a working knowledge of Hubspot; or an equivalent combination of proficiency and experience, is required. There are physical/mental demands and work environment characteristics that must be met by an individual to successfully perform the essential functions of the job. This information is available upon request from the candidate. Reasonable accommodations may be made to enable individuals with disabilities to perform all essential functions. Emergent BioSolutions is an Equal Opportunity/Affirmative Action Employer and values the diversity of our workforce. Emergent does not discriminate on the basis of race, color, creed, religion, sex or gender (including pregnancy, childbirth, and related medical conditions), gender identity or gender expression (including transgender status), sexual orientation, age, national origin, ancestry, citizenship status, marital status, physical or mental disability, military service or veteran status, genetic information or any other characteristics protected by applicable federal, state or local law. Information submitted will be used by Emergent BioSolutions for activities related to your prospective employment. Emergent BioSolutions respects your privacy and any use of the information submitted will be subject to the terms of our Privacy Policy . Emergent BioSolutions does not accept non-solicited resumes or candidate submittals from search/recruiting agencies not already on Emergent BioSolutions' approved agency list. Unsolicited resumes or candidate information submitted to Emergent BioSolutions by search/recruiting agencies not already on Emergent BioSolutions' approved agency list shall become the property of Emergent BioSolutions and if the candidate is subsequently hired by Emergent BioSolutions, Emergent BioSolutions shall not owe any fee to the submitting agency. .buttontextde38d a{ border: 1px solid transparent; } .buttontextde38d a:focus{ border: 1px dashed #c11d4b !important; outline: none !important; }
01/20/2021
Full time
Those who join Emergent BioSolutions feel a sense of ownership about their future. You will excel in an environment characterized by respect, innovation and growth opportunities. Here, you will join passionate professionals who advance their scientific, technical and professional skills to develop products designed-to protect life. JOB SUMMARY The Sr Manager, Commercial Analysis is responsible for developing and managing CRM tools, as well as for continuous financial and operational analysis of our existing and pending business portfolio. This individual works with the company's growing Contract Development and Manufacturing Organization (CDMO) Business Unit and will design and support the implementation of business processes to track, manage and report on key project metrics for the CDMO portfolio and pipeline. The position will facilitate and analyze the entire project acquisition process to facilitate performance tracking and BU decision making on commercial strategy within, including advising the Director of Commercial Development on setting revenue and margin targets for sites, systems, assets and the sales team, and monitoring performance against these objectives. This individual is responsible for the creation and implementation of cross-functional analytical tools used in continuous, proactive analysis of the CDMO portfolio. ESSENTIAL FUNCTIONS Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions. Leads the creation and implementation of analytical tools used by the CDMO teams to provide proactive and reactive portfolio analysis on pipeline and existing business, as well as throughout the project acquisition process. The portfolio analysis will include financial and operational visibility to be used by Commercial Development to drive site and business level accountability of performance to plan, as well as insight into and management of the CDMO business portfolio. Accountable for the ongoing administration of data management systems used by the Commercial Development, Sales & Business Development, and Marketing & Customer Experience teams within the CDMO Business Unit. Owns the reporting process for the business portfolio including creating customized fields and reports in Salesforce. Provides suggestions, innovations, and solutions to drive operational excellence; particular attention to continuous improvement and enhanced automation of software processes Manages data on incoming opportunities parsed by project type, scope, site, client profile, technology offering, and geography; tracks critical project metrics; reports on the health of our pipeline and secured/forecasted CDMO business. Develops and implements dashboards and delivers reports to executive, financial, operational, site level and BU leadership; ensures data integrity of analytical tools and data inputs. Transforms financial and operational data into business intelligence through analysis and integration of quantitative and qualitative information. Identifies and monitors key indicators to gauge performance, identify trends, and suggest strategies that can impact results. Identifies prospective target opportunities and works with cross-functional teams in conducting market research, due diligence, modeling, determining appropriate costing, and developing negotiation strategies. Communicates effectively with the site operations teams to provide insight used by Commercial Development leadership regarding strategic planning, site utilization, required capabilities, capacity resources, and other requirements. Supports the team of sales executives and leadership of the S&BD group in sales team sizing, territory alignment, target setting, sales incentive plan design, implementation and execution. May be required to manage a team of commercial analysts. The above statements are intended to describe the nature of work performed by those in this job and are not an exhaustive list of all duties. Nothing in this job description restricts managements right to assign or reassign duties and responsibilities to this job at any time which reflects management's assignment of essential functions. MINIMUM EDUCATION, EXPERIENCE, SKILLS Bachelor's degree required; MBA or post-graduate is considered an asset. Minimum of 8 years of relevant experience in CDMO industry as commercial development, sales operations, CRM admin / analyst or equivalent role CRM administration and data management experience strongly preferred (specific experience with Salesforce is considered an asset, including Salesforce Report and Dashboard buildout) Working knowledge of biologics pharmaceutical industry is considered highly desirable. Strong analytical skills and investigative mindset to translate data into business strategy; ability to creatively and diligently gather data into financial and operational models that outline business cases, projections, and scenarios. Proven capability to collaborate across organizational boundaries and influencing without authority. Ability to develop and deliver multi-mode communications that convey a clear understanding of the unique needs of different audiences (including to our senior leaders, clients, and cross-functional, international teams). Excellent organizational, project management, and prioritization skills. Proven capability to manage multiple, complex projects, meeting tight deadlines, and working well in high stakes situations. Attention to detail and financial mindset required. Strong IT skills are required. Familiarity with the Microsoft product suite is required. Excel expert certification or higher, Salesforce Administrator designation and/or certification (ADM201), and a working knowledge of Hubspot; or an equivalent combination of proficiency and experience, is required. There are physical/mental demands and work environment characteristics that must be met by an individual to successfully perform the essential functions of the job. This information is available upon request from the candidate. Reasonable accommodations may be made to enable individuals with disabilities to perform all essential functions. Emergent BioSolutions is an Equal Opportunity/Affirmative Action Employer and values the diversity of our workforce. Emergent does not discriminate on the basis of race, color, creed, religion, sex or gender (including pregnancy, childbirth, and related medical conditions), gender identity or gender expression (including transgender status), sexual orientation, age, national origin, ancestry, citizenship status, marital status, physical or mental disability, military service or veteran status, genetic information or any other characteristics protected by applicable federal, state or local law. Information submitted will be used by Emergent BioSolutions for activities related to your prospective employment. Emergent BioSolutions respects your privacy and any use of the information submitted will be subject to the terms of our Privacy Policy . Emergent BioSolutions does not accept non-solicited resumes or candidate submittals from search/recruiting agencies not already on Emergent BioSolutions' approved agency list. Unsolicited resumes or candidate information submitted to Emergent BioSolutions by search/recruiting agencies not already on Emergent BioSolutions' approved agency list shall become the property of Emergent BioSolutions and if the candidate is subsequently hired by Emergent BioSolutions, Emergent BioSolutions shall not owe any fee to the submitting agency. .buttontextde38d a{ border: 1px solid transparent; } .buttontextde38d a:focus{ border: 1px dashed #c11d4b !important; outline: none !important; }
Salesforce Business Analyst - one Salesforce certification or more - Salesforce consulting experience, partner preferred - Understanding of the federal space, experience of the federal space almost required (depending on seniority of candidate) - Personable, team player, great communication skills If you would be interested in learning more about this opportunity, please contact Tyler Dietrich ator via email at ====onsulting.com . Call as soon as possible; interviews are being schedule as soon as this afternoon! FRG Consulting is the global leader for niche IT recruitment, advertising more Technology jobs than any other agency. We deal with both Partners & End Users throughout North America. By specializing solely in placing niche IT candidates in the market I have built relationships with most of the key employers in North America and have an unrivalled understanding of where the best opportunities and Tech jobs are. I understand the need for discretion and would welcome the opportunity to speak to any IT candidates that are considering a new career or job either now or in the future. Confidentiality is, of course, guaranteed. I can be contacted for information on the IT market and some of the opportunities that are available. - provided by Dice
10/02/2020
Full time
Salesforce Business Analyst - one Salesforce certification or more - Salesforce consulting experience, partner preferred - Understanding of the federal space, experience of the federal space almost required (depending on seniority of candidate) - Personable, team player, great communication skills If you would be interested in learning more about this opportunity, please contact Tyler Dietrich ator via email at ====onsulting.com . Call as soon as possible; interviews are being schedule as soon as this afternoon! FRG Consulting is the global leader for niche IT recruitment, advertising more Technology jobs than any other agency. We deal with both Partners & End Users throughout North America. By specializing solely in placing niche IT candidates in the market I have built relationships with most of the key employers in North America and have an unrivalled understanding of where the best opportunities and Tech jobs are. I understand the need for discretion and would welcome the opportunity to speak to any IT candidates that are considering a new career or job either now or in the future. Confidentiality is, of course, guaranteed. I can be contacted for information on the IT market and some of the opportunities that are available. - provided by Dice
Acumen Solutions drives excellence - not only in our performance, but also in the results we deliver for our clients. We are a global cloud consultancy combining the insight of our strategists, the vision of our innovators, and the ingenuity of our engineers to achieve extraordinary impact. The Fortune 500 trust us to build solutions focused on growing revenue and profits by amplifying competitive advantage and strengthening customer relationships. Our groundbreaking solutions in the public sector streamline operations and improve productivity. We apply this same focus on excellence to our unparalleled social responsibility program, generating sustainable impact across our local communities. Engage with us at or on Acumen Solutions is currently hiring Salesforce Business Analysts to join our team in multiple locations! Roles and Responsibilities As a Salesforce Business Analyst, you will be part of a team responsible for delivering enterprise cloud technology solutions to Fortune 500 Companies and Government Agencies. Our Salesforce Business Analysts wear many hats on their projects and are responsible for everything from requirements gathering, Salesforce configuration, testing, training and post deployment support. As a Salesforce Business Analyst, you will work alongside Solution Architects and Technical Architects to design, develop, and deploy large-scale enterprise solutions all while learning and growing your skill set. Key roles and responsibilities include: Work with clients and end users to gather, understand, and define business requirements Develop user stories and to-be process flows to support the design and development of Salesforce solutions for our clients Work collaboratively with team members to design a solution that will meet a client's business requirements and fulfill user stories Complete the configuration for user stories within Salesforce, AppExchange products, or other cloud-based technologies Collaborate with developers to test and verify that solutions will meet the business requirements Participate in key meetings with clients including requirement sessions, system demos, user acceptance testing, and end user training Requirements Experience using Salesforce or similar CRM Products to develop client or business solutions Hands on experience configuring Salesforce or similar CRM Product, including workflows, validation rules, and security controls Proven ability leveraging analytical and problem-solving skills in a fast paced environment Detail-oriented individual with the ability to quickly ramp up on new clients, their business needs, and technologies Strong presentation, communication (written and verbal) skills, and interpersonal skills Ability to juggle and prioritize multiple tasks within a collaborative team environment Demonstrates flexibility and willingness to do what it takes to get the job done Drive and desire to learn and grow both technical and functional skill sets Proficient in Microsoft Word, Excel, PowerPoint, Project, and Visio Bachelor's degree required Must be authorized to work for any U.S. employer Willingness to travel up to 50% Preferred Experience and Skills Experience leveraging and configuring AppExchange products to develop a solution Experience soliciting, gathering, and analyzing user input and requirements Experience documenting user stories and creating to-be process flow diagrams Experience collaborating with business stakeholders Experience on a Salesforce implementation through the full Software Development Lifecycle (SDLC) Salesforce Admin Certification and one Consulting Cloud Certification (Sales, Service or Community) Benefits Acumen Solutions offers the opportunity for growth and advancement, as well as a competitive base salary, annual performance based incentives, medical, dental, and vision benefits, Paid Time Off, 401k, and more. About Us As a leading management and technology consulting firm, Acumen Solutions offers a range of challenging and rewarding opportunities whether you're just starting out in your career, looking to advance your career, or seeking a senior leadership position. Acumen Solutions employees are ambitious, committed, passionate problem solvers. EOE M/F/V/D VEVRAA Federal Contractor - provided by Dice
10/02/2020
Full time
Acumen Solutions drives excellence - not only in our performance, but also in the results we deliver for our clients. We are a global cloud consultancy combining the insight of our strategists, the vision of our innovators, and the ingenuity of our engineers to achieve extraordinary impact. The Fortune 500 trust us to build solutions focused on growing revenue and profits by amplifying competitive advantage and strengthening customer relationships. Our groundbreaking solutions in the public sector streamline operations and improve productivity. We apply this same focus on excellence to our unparalleled social responsibility program, generating sustainable impact across our local communities. Engage with us at or on Acumen Solutions is currently hiring Salesforce Business Analysts to join our team in multiple locations! Roles and Responsibilities As a Salesforce Business Analyst, you will be part of a team responsible for delivering enterprise cloud technology solutions to Fortune 500 Companies and Government Agencies. Our Salesforce Business Analysts wear many hats on their projects and are responsible for everything from requirements gathering, Salesforce configuration, testing, training and post deployment support. As a Salesforce Business Analyst, you will work alongside Solution Architects and Technical Architects to design, develop, and deploy large-scale enterprise solutions all while learning and growing your skill set. Key roles and responsibilities include: Work with clients and end users to gather, understand, and define business requirements Develop user stories and to-be process flows to support the design and development of Salesforce solutions for our clients Work collaboratively with team members to design a solution that will meet a client's business requirements and fulfill user stories Complete the configuration for user stories within Salesforce, AppExchange products, or other cloud-based technologies Collaborate with developers to test and verify that solutions will meet the business requirements Participate in key meetings with clients including requirement sessions, system demos, user acceptance testing, and end user training Requirements Experience using Salesforce or similar CRM Products to develop client or business solutions Hands on experience configuring Salesforce or similar CRM Product, including workflows, validation rules, and security controls Proven ability leveraging analytical and problem-solving skills in a fast paced environment Detail-oriented individual with the ability to quickly ramp up on new clients, their business needs, and technologies Strong presentation, communication (written and verbal) skills, and interpersonal skills Ability to juggle and prioritize multiple tasks within a collaborative team environment Demonstrates flexibility and willingness to do what it takes to get the job done Drive and desire to learn and grow both technical and functional skill sets Proficient in Microsoft Word, Excel, PowerPoint, Project, and Visio Bachelor's degree required Must be authorized to work for any U.S. employer Willingness to travel up to 50% Preferred Experience and Skills Experience leveraging and configuring AppExchange products to develop a solution Experience soliciting, gathering, and analyzing user input and requirements Experience documenting user stories and creating to-be process flow diagrams Experience collaborating with business stakeholders Experience on a Salesforce implementation through the full Software Development Lifecycle (SDLC) Salesforce Admin Certification and one Consulting Cloud Certification (Sales, Service or Community) Benefits Acumen Solutions offers the opportunity for growth and advancement, as well as a competitive base salary, annual performance based incentives, medical, dental, and vision benefits, Paid Time Off, 401k, and more. About Us As a leading management and technology consulting firm, Acumen Solutions offers a range of challenging and rewarding opportunities whether you're just starting out in your career, looking to advance your career, or seeking a senior leadership position. Acumen Solutions employees are ambitious, committed, passionate problem solvers. EOE M/F/V/D VEVRAA Federal Contractor - provided by Dice
I hope you're doing well. I wanted to reach out to you and see if you have suitable candidates for Senior Selenium Automation Engineer opportunity with one of our client in Brooklyn, NY Please find the below JD Job Title: Senior Selenium Automation Engineer Duration: 3 yrs Location: Brooklyn, NY MANDATORY SKILLS/EXPERIENCE Minimum of 8 years of QA experience with at least 2 years of recent experience as a Senior QA Test Automation Engineer Proficiency in analyzing business and functional documents. Experience setting up test automation framework using Selenium, working with test automation tools and writing scripts for test automation tools (Knowledge of Java, Java Script and Python is a plus). Experience with Load and Performance Testing Experience with API and Web Services testing. Experience in STLC and Defect Life Cycle. Candidate will be required to prepare effort estimation and conduct all aspects of testing. Proven ability to simulate and execute integrated and isolated tests to analyze results, leveraging CRUD operations on large volumes of raw data using SQL. Experience identifying and defining project scope, understand technical specifications and setup test environment, set clear goals and expectations, manage multiple priorities, prioritize activities, maintain multiple priorities, facilitate the collection of technical, operational or business requirements, set milestones and follow through to successful completion. Experience working in various SDLC processes including Agile. Experience supervising a team, reporting status to higher management, creating defect reports with resolutions. Excellent interpersonal skills including negotiation, problem resolution and customer service. Expertise with MS-Office specifically Microsoft Word, Project, Excel, Visio & PowerPoint. Strong documentation and communication skills. DESIRABLE SKILLS/EXPERIENCE: Experience testing complex enterprise applications involving Legacy systems. Experience in legacy system migration projects. Experience with Workflow systems, preferably with IBM Filenet. Experience in Public Pension Systems. Experience with CRM systems like Salesforce, MS Dynamics. Experience with JIRA, Sharepoint, GitHub Certification as Certified Software Test Professional (CSTP) or Certified Software Quality Analyst (CSQA), or Certified Associate in Software Quality (CASQ) or ISTQB certified as CTFL (Foundation Level) or CTAL (Advanced Level) or CTEL (Expert Level). - provided by Dice
10/01/2020
Full time
I hope you're doing well. I wanted to reach out to you and see if you have suitable candidates for Senior Selenium Automation Engineer opportunity with one of our client in Brooklyn, NY Please find the below JD Job Title: Senior Selenium Automation Engineer Duration: 3 yrs Location: Brooklyn, NY MANDATORY SKILLS/EXPERIENCE Minimum of 8 years of QA experience with at least 2 years of recent experience as a Senior QA Test Automation Engineer Proficiency in analyzing business and functional documents. Experience setting up test automation framework using Selenium, working with test automation tools and writing scripts for test automation tools (Knowledge of Java, Java Script and Python is a plus). Experience with Load and Performance Testing Experience with API and Web Services testing. Experience in STLC and Defect Life Cycle. Candidate will be required to prepare effort estimation and conduct all aspects of testing. Proven ability to simulate and execute integrated and isolated tests to analyze results, leveraging CRUD operations on large volumes of raw data using SQL. Experience identifying and defining project scope, understand technical specifications and setup test environment, set clear goals and expectations, manage multiple priorities, prioritize activities, maintain multiple priorities, facilitate the collection of technical, operational or business requirements, set milestones and follow through to successful completion. Experience working in various SDLC processes including Agile. Experience supervising a team, reporting status to higher management, creating defect reports with resolutions. Excellent interpersonal skills including negotiation, problem resolution and customer service. Expertise with MS-Office specifically Microsoft Word, Project, Excel, Visio & PowerPoint. Strong documentation and communication skills. DESIRABLE SKILLS/EXPERIENCE: Experience testing complex enterprise applications involving Legacy systems. Experience in legacy system migration projects. Experience with Workflow systems, preferably with IBM Filenet. Experience in Public Pension Systems. Experience with CRM systems like Salesforce, MS Dynamics. Experience with JIRA, Sharepoint, GitHub Certification as Certified Software Test Professional (CSTP) or Certified Software Quality Analyst (CSQA), or Certified Associate in Software Quality (CASQ) or ISTQB certified as CTFL (Foundation Level) or CTAL (Advanced Level) or CTEL (Expert Level). - provided by Dice
Business Information Services
Jersey City, New Jersey
Responsible for core technology product rollout and support across investment banking division. The ideal candidate will have broad and deep experience in dealing with front line investment banking business and a good knowledge of core IT services. Key job responsibilities include: Interact with investment banking division COOs and staff to understand their technology needs Communicate with investment banking management new technology products and services Interact with other technology teams to be aware of latest technology under development Manage and communicate the investment banking technology budget Improve systems by studying current practices; designing modifications Suggest changes to senior management using analytics to support recommendation Coordinate internal resources and vendors for flawless execution of projects Monitor project progress by tracking activity; resolving problems; publishing progress reports; recommending actions Conduct and coordinate product review and related research to support strategic and business planning Identify key staff in IB to build strong relationship for feedback and technological needs Understand IB needs and develop plans to address various technology issues Support adhoc questions / issues Serve as the point of escalation for all IB issues To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and in a timely manner. The requirements listed below are representative of the knowledge, skill, and/or ability required. Over ten years of work experience as a business analyst or product manager responsible for enterprise technology Understanding of the investment banking business Bachelor's Degree or equivalent work experience Ability to impact operations and effect change without being confrontational Detail oriented, analytical and inquisitive Ability to work independently and with others Extremely organized with strong time-management skills Work well under pressure Leadership skills Customer-oriented mindset Ability to think about technology solutions from the perspective of non-tech-savvy users TECHNICAL SKILLS ( Required ) Strong experience with Microsoft Office suite, especially Office 365 Strong experience with PowerBI and other analytics products Strong knowledge of mobile platforms knowledge of Microsoft Active Directory, Netapp file services Proven experience with Microsoft Windows desktop platform Advanced troubleshooting skills and good writing skills to help implement and document standards and procedures. TECHNICAL SKILLS ( Desired ) Working knowledge of Microsoft development technologies (.Net Framework, C#, COM, ADO, OLEDB, Data Access, Active Directory, SQL Server, IIS/Web Services, Security, ADFS, AD-RMS, clients and servers communications protocols). Basics of networking Any understanding of the MobileIron and inTune mobile management platforms. Basic familiarity with Salesforce - provided by Dice
09/30/2020
Full time
Responsible for core technology product rollout and support across investment banking division. The ideal candidate will have broad and deep experience in dealing with front line investment banking business and a good knowledge of core IT services. Key job responsibilities include: Interact with investment banking division COOs and staff to understand their technology needs Communicate with investment banking management new technology products and services Interact with other technology teams to be aware of latest technology under development Manage and communicate the investment banking technology budget Improve systems by studying current practices; designing modifications Suggest changes to senior management using analytics to support recommendation Coordinate internal resources and vendors for flawless execution of projects Monitor project progress by tracking activity; resolving problems; publishing progress reports; recommending actions Conduct and coordinate product review and related research to support strategic and business planning Identify key staff in IB to build strong relationship for feedback and technological needs Understand IB needs and develop plans to address various technology issues Support adhoc questions / issues Serve as the point of escalation for all IB issues To perform this job successfully, an individual must be able to perform each essential duty satisfactorily and in a timely manner. The requirements listed below are representative of the knowledge, skill, and/or ability required. Over ten years of work experience as a business analyst or product manager responsible for enterprise technology Understanding of the investment banking business Bachelor's Degree or equivalent work experience Ability to impact operations and effect change without being confrontational Detail oriented, analytical and inquisitive Ability to work independently and with others Extremely organized with strong time-management skills Work well under pressure Leadership skills Customer-oriented mindset Ability to think about technology solutions from the perspective of non-tech-savvy users TECHNICAL SKILLS ( Required ) Strong experience with Microsoft Office suite, especially Office 365 Strong experience with PowerBI and other analytics products Strong knowledge of mobile platforms knowledge of Microsoft Active Directory, Netapp file services Proven experience with Microsoft Windows desktop platform Advanced troubleshooting skills and good writing skills to help implement and document standards and procedures. TECHNICAL SKILLS ( Desired ) Working knowledge of Microsoft development technologies (.Net Framework, C#, COM, ADO, OLEDB, Data Access, Active Directory, SQL Server, IIS/Web Services, Security, ADFS, AD-RMS, clients and servers communications protocols). Basics of networking Any understanding of the MobileIron and inTune mobile management platforms. Basic familiarity with Salesforce - provided by Dice
