Triad Financial Service Inc.
Jacksonville, Florida
Job Category: Accounting Requisition Number: SENIO002119 Posted: August 27, 2025 Full-Time Jacksonville, FL 32224, USA Job Details Description We are seeking a highly motivated and skilled Senior Financial Analyst to join our growing team. If you are looking to join a growing team in a niche industry that offers career growth, market leading compensation, internal training programs, apply to Triad Financial Services, today! We offer strong benefits packages, including 401K w/corp matching, 3 weeks PTO, 7 federal holidays, tuition reimbursement, training, bonus eligibility and more. This opportunity can be either in-house or remote. Essential Functions: Develop and measure business KPIs. Prepare, review and analyze financial statements and reports. Develop financial projections and build financial models. Assist with budgeting and forecasting processes. Assist with monthly close processes. Assist project teams with financial guidance. Keep apprised of relevant metrics and drivers within the MH industry. Ensure compliance with financial guidelines, company policies, and relevant legal regulations. Identify and advise on operational efficiencies. Review accounting transactions for data accuracy. Perform research and analysis as required. Education and/or Work Experience Requirements: Bachelor's degree in finance or a related field. 3+ years of experience in financial planning, analysis, and modeling. Relevant certification (e.g. CFA/CPA) is a plus. Knowledge, Skills, and Abilities: Ability to present financial information to a non-financial audience. Excellent communication, interpersonal, and presentation skills. Strong organizational and multitasking skills. Detail-oriented and able to perform in a high-pressure environment. Strong analytical thinking and problem-solving skills. Advanced proficiency in Microsoft Excel. Intermediate-to-advanced proficiency in SAP. PI5f98ce10ded2-5209
09/05/2025
Full time
Job Category: Accounting Requisition Number: SENIO002119 Posted: August 27, 2025 Full-Time Jacksonville, FL 32224, USA Job Details Description We are seeking a highly motivated and skilled Senior Financial Analyst to join our growing team. If you are looking to join a growing team in a niche industry that offers career growth, market leading compensation, internal training programs, apply to Triad Financial Services, today! We offer strong benefits packages, including 401K w/corp matching, 3 weeks PTO, 7 federal holidays, tuition reimbursement, training, bonus eligibility and more. This opportunity can be either in-house or remote. Essential Functions: Develop and measure business KPIs. Prepare, review and analyze financial statements and reports. Develop financial projections and build financial models. Assist with budgeting and forecasting processes. Assist with monthly close processes. Assist project teams with financial guidance. Keep apprised of relevant metrics and drivers within the MH industry. Ensure compliance with financial guidelines, company policies, and relevant legal regulations. Identify and advise on operational efficiencies. Review accounting transactions for data accuracy. Perform research and analysis as required. Education and/or Work Experience Requirements: Bachelor's degree in finance or a related field. 3+ years of experience in financial planning, analysis, and modeling. Relevant certification (e.g. CFA/CPA) is a plus. Knowledge, Skills, and Abilities: Ability to present financial information to a non-financial audience. Excellent communication, interpersonal, and presentation skills. Strong organizational and multitasking skills. Detail-oriented and able to perform in a high-pressure environment. Strong analytical thinking and problem-solving skills. Advanced proficiency in Microsoft Excel. Intermediate-to-advanced proficiency in SAP. PI5f98ce10ded2-5209
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a Director of Data Science, you will lead a team of Data Scientists responsible for identifying, scoping, and translating business problems into applied statistical, machine learning, simulation, and optimization solutions to inform actionable business insights and drive business value through automation, revenue generation, and expense and risk reduction. Works with business leaders to ideate, valuate, and scope projects to meet business needs. Manages the team's projects and communicates progress updates to senior leadership and other business stakeholders. Responsible for the team's model inventory and ensures compliance with USAA model risk policies and regulatory expectations. Influences the future of data science at USAA by conducting research on the latest technologies and driving adoption of those technologies. This role is remote eligible, however, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week. What you'll do: Acts as advanced analytics thought leader and advisor to the business to shape strategies that drive competitiveness and differentiation. Influences business, data, and technology leaders to invest, sustain and expand advanced analytical capabilities by actively participating in strategy, planning, and budgeting exercises. Leads and develops team to build and deploy various advanced analytical solutions in an agile and collaborative environment across business, data, and technology organizations. Enables team's success by simplifying processes across the model development lifecycle and driving automation. Identifies, scopes, and manages complex analytical projects in collaboration with business stakeholders, often translating results to non-technical business executives. Champions and manages efforts to deliver business insights via scalable, automated solutions using machine learning, simulation, and optimization. Responsible for ensuring all modeling and machine learning solutions adhere to industry standards, model risk policy, and regulatory expectations. Partners with enterprise analytical and IT teams to build USAA core capabilities and processes. Identifies additional resource needs ranging from IT investments, 3rd party support or additional analysts. Builds and oversees a team of Data Scientists through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in mathematics, computer science, statistics, economics, finance, actuarial sciences, science and engineering, or other similar quantitative discipline; OR 4 years of experience in statistics, mathematics, quantitative analytics, or related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years in predictive modeling, model governance, machine learning and large data analysis., OR Advanced Degree (e.g., Master's, PhD) in Mathematics, Statistics, Data Science, Computer Science, or related quantitative STEM field (Science, Technology, Engineering and Math) field and 6 years in predictive modeling, model governance, machine learning and large data analysis. 3 years of direct management experience. Strong communication skills; demonstrated ability to interpret and translate complex technical information to diverse audiences. Experience with various languages, applications, and technologies (such as SQL, Python, R, Spark, Hadoop etc.) commonly associated with delivery of Data Science solutions. Experience in developing and reviewing modeling solutions based on broad range of techniques - e.g., linear and logistic regressions, time series methods, survival analysis, support vector machines, neural networks, decision trees, random forests, gradient-boosting methods, deep learning, k-means and other clustering methods, simulation methods, or other advanced techniques. Demonstrated ability to apply best practices in modeling and machine learning techniques to solve business problems. Demonstrated ability to write and review complex technical documentation, communicate modeling insights and technical details to business leaders, technical and non-technical audiences. A strong track record of communicating results, insights, and technical solutions to Senior Executive Management (or equivalent). Deep technical skills, consulting experience, and business savvy to interface with all levels and disciplines within the organization. What sets you apart: Advanced degree (Master's or Ph.D.) in a quantitative field such as Statistics, Mathematics, Computer Science, Economics, or a related discipline is highly preferred, or equivalent experience demonstrating strong quantitative and analytical skills Over 10 years of experience in data science or analytics Over 5 years of experience leading and managing a team of data scientists or analysts Strong programming skills in languages such as Python, R, or Java Experience working with large datasets and distributed computing platforms (e.g.,Hadoop, Spark, Snowflake) Excellent communication, presentation, organization and interpersonal skills Deep understanding of banking operations and payment systems US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $189,370 - $340,860. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
09/05/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a Director of Data Science, you will lead a team of Data Scientists responsible for identifying, scoping, and translating business problems into applied statistical, machine learning, simulation, and optimization solutions to inform actionable business insights and drive business value through automation, revenue generation, and expense and risk reduction. Works with business leaders to ideate, valuate, and scope projects to meet business needs. Manages the team's projects and communicates progress updates to senior leadership and other business stakeholders. Responsible for the team's model inventory and ensures compliance with USAA model risk policies and regulatory expectations. Influences the future of data science at USAA by conducting research on the latest technologies and driving adoption of those technologies. This role is remote eligible, however, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week. What you'll do: Acts as advanced analytics thought leader and advisor to the business to shape strategies that drive competitiveness and differentiation. Influences business, data, and technology leaders to invest, sustain and expand advanced analytical capabilities by actively participating in strategy, planning, and budgeting exercises. Leads and develops team to build and deploy various advanced analytical solutions in an agile and collaborative environment across business, data, and technology organizations. Enables team's success by simplifying processes across the model development lifecycle and driving automation. Identifies, scopes, and manages complex analytical projects in collaboration with business stakeholders, often translating results to non-technical business executives. Champions and manages efforts to deliver business insights via scalable, automated solutions using machine learning, simulation, and optimization. Responsible for ensuring all modeling and machine learning solutions adhere to industry standards, model risk policy, and regulatory expectations. Partners with enterprise analytical and IT teams to build USAA core capabilities and processes. Identifies additional resource needs ranging from IT investments, 3rd party support or additional analysts. Builds and oversees a team of Data Scientists through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree in mathematics, computer science, statistics, economics, finance, actuarial sciences, science and engineering, or other similar quantitative discipline; OR 4 years of experience in statistics, mathematics, quantitative analytics, or related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years in predictive modeling, model governance, machine learning and large data analysis., OR Advanced Degree (e.g., Master's, PhD) in Mathematics, Statistics, Data Science, Computer Science, or related quantitative STEM field (Science, Technology, Engineering and Math) field and 6 years in predictive modeling, model governance, machine learning and large data analysis. 3 years of direct management experience. Strong communication skills; demonstrated ability to interpret and translate complex technical information to diverse audiences. Experience with various languages, applications, and technologies (such as SQL, Python, R, Spark, Hadoop etc.) commonly associated with delivery of Data Science solutions. Experience in developing and reviewing modeling solutions based on broad range of techniques - e.g., linear and logistic regressions, time series methods, survival analysis, support vector machines, neural networks, decision trees, random forests, gradient-boosting methods, deep learning, k-means and other clustering methods, simulation methods, or other advanced techniques. Demonstrated ability to apply best practices in modeling and machine learning techniques to solve business problems. Demonstrated ability to write and review complex technical documentation, communicate modeling insights and technical details to business leaders, technical and non-technical audiences. A strong track record of communicating results, insights, and technical solutions to Senior Executive Management (or equivalent). Deep technical skills, consulting experience, and business savvy to interface with all levels and disciplines within the organization. What sets you apart: Advanced degree (Master's or Ph.D.) in a quantitative field such as Statistics, Mathematics, Computer Science, Economics, or a related discipline is highly preferred, or equivalent experience demonstrating strong quantitative and analytical skills Over 10 years of experience in data science or analytics Over 5 years of experience leading and managing a team of data scientists or analysts Strong programming skills in languages such as Python, R, or Java Experience working with large datasets and distributed computing platforms (e.g.,Hadoop, Spark, Snowflake) Excellent communication, presentation, organization and interpersonal skills Deep understanding of banking operations and payment systems US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $189,370 - $340,860. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Work is Sweet! 'Quality without Compromise' is not just a motto at See's Candies. It is the most important ingredient in our recipe for success. See's Candies has been in business since 1921 and maintains a reputation for producing the highest quality candy and providing superior customer service. See's is a leader in the confectionary industry with over 250 retail shops across the USA. We are seeking friendly, enthusiastic individuals who are passionate about providing great customer service. Job Description Summary: This position is a key contributor to the analysis of financial results and key performance metrics, and is responsible for supporting the drafting, implementation, monitoring and support of the budget and other financial and analytical reports and tools. The ability to gain information from various systems, such as general ledger, store point-of-sale, and e-commerce order management is also a key attribute of this position to provide useful management knowledge. This position is on-site in our South San Francisco Office. The pay range for this position at commencement of employment is expected to be between $100 - $120K per year; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.Job Description: Work with budget managers to prepare headcount, operating expense, and capital budgets. Manage the monthly variance analysis of financial results, including reviews with business partners to ensure understanding of the drivers and operational impacts. Champion FP&A best-practices and assist business partners with improvements that drive a meaningful budget process. Partner with accounting teams to research and resolve unusual variances and enhance the accuracy of monthly financial reporting. Work collaboratively with business partners to develop key benchmarks for each sales channel and product cost area, including labor spending productivity, expense savings targets and other departmental scorecard measures. In partnership with the Controller, review reporting elements within the current chart of accounts to implement suggested changes that enhance financial variance insights. Perform reporting and analysis as requested, with special projects as assigned. Responsible for identifying opportunities to enhance technology and innovation that will enhance department effectiveness. All See's staff must be committed to the Company's core principles and workplace values, including a demonstrated commitment to diversity and inclusion. MINIMUM QUALIFICATIONS: 4-7 years financial planning and variance analysis experience, preferably in business areas related to multi-channel retail and/or consumer products manufacturing. Bachelor's Degree in Accounting or Finance. Equivalent work experience will be considered in lieu of degree. Advanced Microsoft Excel skills. Experience with Adaptive Planning a plus. Strong communication skills and ability to coordinate efforts across various business leads; collaborative working style to effectively partner across various levels within the organization. Effective writing skills that demonstrate capabilities to convey structured communications points within the company and to outside service providers. Self-motivated and highly organized; proven ability to provide timely and accurate information to drive performance of the organization. Ability to multi-task, adjust priorities and handle diverse responsibilities simultaneously in a fast-paced environment. Proven ability to learn new technologies quickly and manage change efficiently, proactively and in a positive manner. The total compensation package for this position may also include other elements, in addition to a full range of generous medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. See's is an EOE See's will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable local, state or federal law (including San Francisco Ordinance and Los Angeles Municipal Code 189.00).
09/04/2025
Full time
Work is Sweet! 'Quality without Compromise' is not just a motto at See's Candies. It is the most important ingredient in our recipe for success. See's Candies has been in business since 1921 and maintains a reputation for producing the highest quality candy and providing superior customer service. See's is a leader in the confectionary industry with over 250 retail shops across the USA. We are seeking friendly, enthusiastic individuals who are passionate about providing great customer service. Job Description Summary: This position is a key contributor to the analysis of financial results and key performance metrics, and is responsible for supporting the drafting, implementation, monitoring and support of the budget and other financial and analytical reports and tools. The ability to gain information from various systems, such as general ledger, store point-of-sale, and e-commerce order management is also a key attribute of this position to provide useful management knowledge. This position is on-site in our South San Francisco Office. The pay range for this position at commencement of employment is expected to be between $100 - $120K per year; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.Job Description: Work with budget managers to prepare headcount, operating expense, and capital budgets. Manage the monthly variance analysis of financial results, including reviews with business partners to ensure understanding of the drivers and operational impacts. Champion FP&A best-practices and assist business partners with improvements that drive a meaningful budget process. Partner with accounting teams to research and resolve unusual variances and enhance the accuracy of monthly financial reporting. Work collaboratively with business partners to develop key benchmarks for each sales channel and product cost area, including labor spending productivity, expense savings targets and other departmental scorecard measures. In partnership with the Controller, review reporting elements within the current chart of accounts to implement suggested changes that enhance financial variance insights. Perform reporting and analysis as requested, with special projects as assigned. Responsible for identifying opportunities to enhance technology and innovation that will enhance department effectiveness. All See's staff must be committed to the Company's core principles and workplace values, including a demonstrated commitment to diversity and inclusion. MINIMUM QUALIFICATIONS: 4-7 years financial planning and variance analysis experience, preferably in business areas related to multi-channel retail and/or consumer products manufacturing. Bachelor's Degree in Accounting or Finance. Equivalent work experience will be considered in lieu of degree. Advanced Microsoft Excel skills. Experience with Adaptive Planning a plus. Strong communication skills and ability to coordinate efforts across various business leads; collaborative working style to effectively partner across various levels within the organization. Effective writing skills that demonstrate capabilities to convey structured communications points within the company and to outside service providers. Self-motivated and highly organized; proven ability to provide timely and accurate information to drive performance of the organization. Ability to multi-task, adjust priorities and handle diverse responsibilities simultaneously in a fast-paced environment. Proven ability to learn new technologies quickly and manage change efficiently, proactively and in a positive manner. The total compensation package for this position may also include other elements, in addition to a full range of generous medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, employee will be in an "at-will position" and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors. See's is an EOE See's will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable local, state or federal law (including San Francisco Ordinance and Los Angeles Municipal Code 189.00).
Job Title Senior Financial AnalystJob Category FinanceJob Description What starts with YOU, moves the world! Hyster-Yale Materials Handling, Inc, a world-class manufacturer of industrial lift trucks, has an outstanding opportunity for an exceptional and talentedSenior Financial Analystbased at our America's Headquarters in Greenville, North Carolina. What You Will Do: Planning and Forecasting:Lead the planning, compiling, and analyzing of quarterly, annual, and long-range business forecasts. Interact with all functions, including Marketing and Manufacturing, to understand business drivers and communicate issues and assumptions effectively. Financial Analysis:Provide monthly financial results thatcomply withGAAP and company policies. Book financial entries, analyze variances to forecast and AOP assumptions, and communicate major drivers of margin, profitability, and working capital variances. Ad Hoc Analysis:Conductaccurate, efficient, andtimelyad hoc analysis to meet the needs of Division Senior Managers. Management Presentations:Compile monthly management presentations, such as operating reviews, coordinating required information withappropriate locations. Capital Appropriations:Review capital appropriation requests to ensure compliance with company policies, and coordinate the annual capital post-audit plan, ensuring effective audits. Support Americas Division:Provide direct support in Cost of Operations, Headcount, and Accrual/Closing activities to the Americas Presidents' staff. Who You Are: Analytical Thinker:Able to apply economic, statistical, and financial theories to business situations. Effective Communicator:Strong verbal and written communication skills for interacting with various functions and senior management. Detail-Oriented:Precise in compiling and analyzing financial data, ensuring accuracy and compliance. Proactive Problem Solver:Capable of conducting thorough ad hoc analyses and addressing complex financial issues efficiently. Team Player:Collaborative in coordinating information and supporting various functions to achieve strategic goals. What You Will Need: Four-year college degree with a major in Accounting or Finance, plus an advanced certification of MBA, CPA, CMA, or anadditional5+ years of equivalent experience. 5 years of finance-related experience with a preference for financial analysis. Experience with advanced financial modeling and advanced spreadsheet/database skills. SAP experience is required. Skills, Experience, & Abilities: Economic and Financial Theories:Apply relevant theories to business situations for insightful analysis. Communication Skills:Strong verbal and written skills to convey complex financial information clearly. Financial Modeling:Proficiencyin advanced financial modeling techniques. Spreadsheet and Database Skills:Advanced skills in using spreadsheets and databases for financial analysis. Who we are: Hyster-Yale Materials Handling, Inc, designs, engineers, manufactures, markets, and services a complete range of application-tailored lift trucks, attachments and fuel cell solutions that are transforming the way the world moves materials. As a global leader in the Materials Handling industry, Hyster-Yale Materials Handling, Inc, have been building relationships with our customers, suppliers, dealers, and employees for over 90 years. What we offer: Hyster-Yale Materials Handling, Inc, offers competitive pay, tuition reimbursement, supportive work environment, hybrid workoption, and opportunities for growth and development. A full benefits package: paid time off; medical, dental, vision, and life insurance, employer-sponsored profit sharing and 401(k). Job Type PermanentTime Type Full timeWork Hours 40Travel Required NoPrimary Location HY US Greenville, NC (Headquarters)Address 1400 Sullivan DriveZip Code 27834Field-Based NoRelocation Assistance Available NoWe are an equal opportunity employer with an excellent benefit package including medical, dental and life insurance, 401(k) and profit sharing. EOE/Minorities/Females/Veterans/Disabled
09/04/2025
Full time
Job Title Senior Financial AnalystJob Category FinanceJob Description What starts with YOU, moves the world! Hyster-Yale Materials Handling, Inc, a world-class manufacturer of industrial lift trucks, has an outstanding opportunity for an exceptional and talentedSenior Financial Analystbased at our America's Headquarters in Greenville, North Carolina. What You Will Do: Planning and Forecasting:Lead the planning, compiling, and analyzing of quarterly, annual, and long-range business forecasts. Interact with all functions, including Marketing and Manufacturing, to understand business drivers and communicate issues and assumptions effectively. Financial Analysis:Provide monthly financial results thatcomply withGAAP and company policies. Book financial entries, analyze variances to forecast and AOP assumptions, and communicate major drivers of margin, profitability, and working capital variances. Ad Hoc Analysis:Conductaccurate, efficient, andtimelyad hoc analysis to meet the needs of Division Senior Managers. Management Presentations:Compile monthly management presentations, such as operating reviews, coordinating required information withappropriate locations. Capital Appropriations:Review capital appropriation requests to ensure compliance with company policies, and coordinate the annual capital post-audit plan, ensuring effective audits. Support Americas Division:Provide direct support in Cost of Operations, Headcount, and Accrual/Closing activities to the Americas Presidents' staff. Who You Are: Analytical Thinker:Able to apply economic, statistical, and financial theories to business situations. Effective Communicator:Strong verbal and written communication skills for interacting with various functions and senior management. Detail-Oriented:Precise in compiling and analyzing financial data, ensuring accuracy and compliance. Proactive Problem Solver:Capable of conducting thorough ad hoc analyses and addressing complex financial issues efficiently. Team Player:Collaborative in coordinating information and supporting various functions to achieve strategic goals. What You Will Need: Four-year college degree with a major in Accounting or Finance, plus an advanced certification of MBA, CPA, CMA, or anadditional5+ years of equivalent experience. 5 years of finance-related experience with a preference for financial analysis. Experience with advanced financial modeling and advanced spreadsheet/database skills. SAP experience is required. Skills, Experience, & Abilities: Economic and Financial Theories:Apply relevant theories to business situations for insightful analysis. Communication Skills:Strong verbal and written skills to convey complex financial information clearly. Financial Modeling:Proficiencyin advanced financial modeling techniques. Spreadsheet and Database Skills:Advanced skills in using spreadsheets and databases for financial analysis. Who we are: Hyster-Yale Materials Handling, Inc, designs, engineers, manufactures, markets, and services a complete range of application-tailored lift trucks, attachments and fuel cell solutions that are transforming the way the world moves materials. As a global leader in the Materials Handling industry, Hyster-Yale Materials Handling, Inc, have been building relationships with our customers, suppliers, dealers, and employees for over 90 years. What we offer: Hyster-Yale Materials Handling, Inc, offers competitive pay, tuition reimbursement, supportive work environment, hybrid workoption, and opportunities for growth and development. A full benefits package: paid time off; medical, dental, vision, and life insurance, employer-sponsored profit sharing and 401(k). Job Type PermanentTime Type Full timeWork Hours 40Travel Required NoPrimary Location HY US Greenville, NC (Headquarters)Address 1400 Sullivan DriveZip Code 27834Field-Based NoRelocation Assistance Available NoWe are an equal opportunity employer with an excellent benefit package including medical, dental and life insurance, 401(k) and profit sharing. EOE/Minorities/Females/Veterans/Disabled
CFG Bank, based in Baltimore, Maryland, is a leading financial institution serving the national healthcare and multifamily markets and the Mid-Atlantic region. As the 6th largest bank in Baltimore by deposits and the largest locally based, we've grown from $1 billion to over $5.5+ billion in assets by 2025. With over 30 years of expertise, we rank among the top five healthcare bridge-to-HUD lenders in the country. At CFG Bank, we redefine banking by blending big bank capabilities with personalized boutique service. Recognized as "Best Place to Work" by the Baltimore Business Journal in 2022, 2023 and 2024, our primary goal is making each team member feel choosing CFG Bank was their best career decision. Join us for professional growth and a positive work environment that sets CFG Bank apart. POSITION SUMMARY: The Senior Compensation Analyst will be responsible for leading the design, analysis, and administration of the organization's compensation programs. This role involves developing and maintaining pay ranges, grading all positions, and creating policies that guide pay practices and promotional decisions. The Senior Analyst will serve as a subject matter expert, ensuring compensation strategies are competitive, equitable, and aligned with organizational goals. This position will partner with internal stakeholders to provide insights, influence decision-making, and drive compensation strategies that attract, retain, and reward top talent. ESSENTIAL DUTIES AND RESPONSIBILITIES: Compensation Strategy: • Design, implement, and maintain organization-wide salary structures, pay ranges, and job grading systems. • Develop and oversee compensation policies, including pay adjustment guidelines, promotion standards, and internal equity frameworks. • Lead the annual compensation planning cycle, including merit, LTI, and bonus programs. • Administer and analyze equity compensation programs, ensuring alignment with company policies, market competitiveness, and regulatory compliance. • Advise on compensation strategies to support workforce planning, talent acquisition, and retention. • Provide strategic recommendations that align compensation programs with overall organizational goals and market competitiveness. Market Analysis and Benchmarking: • Lead market analyses using advanced survey methodologies and benchmarking tools to ensure the organization remains competitive. • Conduct pay equity studies and provide actionable recommendations to promote fairness and compliance. • Monitor industry trends and labor market data to anticipate future compensation needs and opportunities. • Serve as the primary advisor on compensation competitiveness and emerging best practices. Compliance and Governance: • Ensure all compensation programs comply with federal, state, and local regulations (including FLSA, pay equity, and transparency laws). • Develop, document, and maintain compensation policies and governance structures. • Support executive reporting requirements, audits, and regulatory filings as needed. • Promote transparency and consistency in pay practices through communication and training initiatives. Advisory and Program Support: • Lead the job evaluation process, ensuring all positions are properly graded and aligned with pay ranges. • Partner with internal stakeholders to create and maintain accurate, market-aligned job descriptions. • Provide guidance on compensation decisions and employee offers. QUALIFICATIONS AND REQUIREMENTS: • Bachelor's degree in Human Resources, Business Administration, Finance, or related field required • Master's degree or CCP (Certified Compensation Professional) a plus. • 3 to 7+ years of experience in compensation, with demonstrated experience building pay ranges, grading structures, and policy frameworks. • Deep knowledge of compensation principles, job evaluation methodologies, and pay equity practices. • Proven experience advising and influencing compensation-related decision-making at a strategic level. • Strong data analysis skills, with expertise in Excel and experience using compensation benchmarking tools and HRIS systems. • Ability to interpret and apply federal, state, and local compensation laws and regulations. • Exceptional communication, facilitation, and stakeholder management skills with the ability to translate complex analysis into actionable insights. • High level of integrity, discretion, and judgment in handling sensitive compensation matters. WORK ENVIRONMENT: We offer a hybrid schedule, with 3 days in-office and 2 days remote after the initial 90-day period. COMPENSATION DISCLOSURE: In accordance with Maryland's Equal Pay for Equal Work Act, we are committed to providing transparent wage information for all posted job opportunities. The wage range for this position is $85,000 to $110,000 annually, plus discretionary performance-based bonus. Compensation is determined based on factors such as Experience, Qualifications, and Internal equity. BENEFITS AND ADDITIONAL COMPENSATION: Additionally, this position includes a comprehensive benefits package and other forms of compensation, including: Employer-provided health benefits: medical insurance, dental and vision insurance, disability insurance, life insurance, mental health support services, and wellness program Paid time off: vacation days, sick leave, volunteer days Retirement plan: 401(k) with employer match Other compensation elements: Discretionary annual bonus and overtime pay for nonexempt positions EOE STATEMENT: CFG Bank is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities. If you require accommodations during the application process, please contact . Compensation details: 00 Yearly Salary PIdbab2d94b14b-5419
09/02/2025
Full time
CFG Bank, based in Baltimore, Maryland, is a leading financial institution serving the national healthcare and multifamily markets and the Mid-Atlantic region. As the 6th largest bank in Baltimore by deposits and the largest locally based, we've grown from $1 billion to over $5.5+ billion in assets by 2025. With over 30 years of expertise, we rank among the top five healthcare bridge-to-HUD lenders in the country. At CFG Bank, we redefine banking by blending big bank capabilities with personalized boutique service. Recognized as "Best Place to Work" by the Baltimore Business Journal in 2022, 2023 and 2024, our primary goal is making each team member feel choosing CFG Bank was their best career decision. Join us for professional growth and a positive work environment that sets CFG Bank apart. POSITION SUMMARY: The Senior Compensation Analyst will be responsible for leading the design, analysis, and administration of the organization's compensation programs. This role involves developing and maintaining pay ranges, grading all positions, and creating policies that guide pay practices and promotional decisions. The Senior Analyst will serve as a subject matter expert, ensuring compensation strategies are competitive, equitable, and aligned with organizational goals. This position will partner with internal stakeholders to provide insights, influence decision-making, and drive compensation strategies that attract, retain, and reward top talent. ESSENTIAL DUTIES AND RESPONSIBILITIES: Compensation Strategy: • Design, implement, and maintain organization-wide salary structures, pay ranges, and job grading systems. • Develop and oversee compensation policies, including pay adjustment guidelines, promotion standards, and internal equity frameworks. • Lead the annual compensation planning cycle, including merit, LTI, and bonus programs. • Administer and analyze equity compensation programs, ensuring alignment with company policies, market competitiveness, and regulatory compliance. • Advise on compensation strategies to support workforce planning, talent acquisition, and retention. • Provide strategic recommendations that align compensation programs with overall organizational goals and market competitiveness. Market Analysis and Benchmarking: • Lead market analyses using advanced survey methodologies and benchmarking tools to ensure the organization remains competitive. • Conduct pay equity studies and provide actionable recommendations to promote fairness and compliance. • Monitor industry trends and labor market data to anticipate future compensation needs and opportunities. • Serve as the primary advisor on compensation competitiveness and emerging best practices. Compliance and Governance: • Ensure all compensation programs comply with federal, state, and local regulations (including FLSA, pay equity, and transparency laws). • Develop, document, and maintain compensation policies and governance structures. • Support executive reporting requirements, audits, and regulatory filings as needed. • Promote transparency and consistency in pay practices through communication and training initiatives. Advisory and Program Support: • Lead the job evaluation process, ensuring all positions are properly graded and aligned with pay ranges. • Partner with internal stakeholders to create and maintain accurate, market-aligned job descriptions. • Provide guidance on compensation decisions and employee offers. QUALIFICATIONS AND REQUIREMENTS: • Bachelor's degree in Human Resources, Business Administration, Finance, or related field required • Master's degree or CCP (Certified Compensation Professional) a plus. • 3 to 7+ years of experience in compensation, with demonstrated experience building pay ranges, grading structures, and policy frameworks. • Deep knowledge of compensation principles, job evaluation methodologies, and pay equity practices. • Proven experience advising and influencing compensation-related decision-making at a strategic level. • Strong data analysis skills, with expertise in Excel and experience using compensation benchmarking tools and HRIS systems. • Ability to interpret and apply federal, state, and local compensation laws and regulations. • Exceptional communication, facilitation, and stakeholder management skills with the ability to translate complex analysis into actionable insights. • High level of integrity, discretion, and judgment in handling sensitive compensation matters. WORK ENVIRONMENT: We offer a hybrid schedule, with 3 days in-office and 2 days remote after the initial 90-day period. COMPENSATION DISCLOSURE: In accordance with Maryland's Equal Pay for Equal Work Act, we are committed to providing transparent wage information for all posted job opportunities. The wage range for this position is $85,000 to $110,000 annually, plus discretionary performance-based bonus. Compensation is determined based on factors such as Experience, Qualifications, and Internal equity. BENEFITS AND ADDITIONAL COMPENSATION: Additionally, this position includes a comprehensive benefits package and other forms of compensation, including: Employer-provided health benefits: medical insurance, dental and vision insurance, disability insurance, life insurance, mental health support services, and wellness program Paid time off: vacation days, sick leave, volunteer days Retirement plan: 401(k) with employer match Other compensation elements: Discretionary annual bonus and overtime pay for nonexempt positions EOE STATEMENT: CFG Bank is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities. If you require accommodations during the application process, please contact . Compensation details: 00 Yearly Salary PIdbab2d94b14b-5419
Senior Tax Research and Planning Analyst - Finance & Administration Location New York Business Area Accounting and Finance Ref # Description & Requirements The energy of a newsroom, the pace of a trading floor, the buzz of a recent tech breakthrough; we work hard, and we work fast - while keeping up the quality and accuracy we're known for. It's what keeps us inventing and reinventing, all the time. Our culture is wide open, just like our spaces. We bring out the best in each other through collaboration. Through our countless volunteer projects, we also help network with the communities around us, too. You can do amazing work here. Work you couldn't do anywhere else. It's up to you to make it happen. What's the Role? Bloomberg Tax is seeking a highly skilled Senior Analyst to join our Strategy and Analysis team. This role will play a key part in leveraging in-depth research and analysis to address and resolve complex tax issues across Federal, International, and State & Local domains. We'll trust you to: • Identify and resolve Federal, International and State and Local tax matters and related issues • Research and assistance in cross border transactions, including analysis and planning • Research Pillar 2 and Public Country-by-Country matters, including analysis of new guidance, calculations and disclosures, and documentation of the same • Interface with domestic and foreign tax and legal advisers to obtain relevant advice • Prepare detailed planning and analysis memoranda re: the above • Interface with internal clients re tax planning and structuring matters • Implement planning structures and interface with clients and outside advisors (foreign and domestic) with respect to implementation matters on a project basis • Maintain up to date knowledge of Federal and State income tax developments • Analyze financial statements, including foreign source income and tax credits • Interface with the Accounting Group, other data providers, and internal stakeholders to gather information and provide informed guidance • Participate in Federal income tax audits You'll need to have: • 2-4 years of tax experience with a broad-based background that includes compliance and research and planning matters • MST or JD • Experience in cross-border/international tax issues, including Pillar 2. • Self-starter that can work on tax planning and analysis projects • Proven experience managing multiple projects simultaneously and effectively prioritizing tasks based on urgency • Strong judgment in selecting the appropriate depth of analysis to support planning and documentation efforts • Proficiency in evaluating the tax implications of complex documents, including vendor/customer agreements and investment partnership agreements • Experience leading and mentoring junior staff, with a focus on skill development and project execution • Strong tax analytical skills necessary to apply tax technical concepts to complex transactions/structures and to provide understandable summaries to management and other tax department members • Experience in handling IRS audits and other tax controversy matters • Knowledge of flow-through entity compliance and planning • In-depth familiarity with tax research techniques and resources • Strong writing/verbal skills to prepare detailed planning memoranda and numerical analyses as well as to provide simple explanations to clients (e.g. non-tax specialists) and other department members • Working knowledge of accounting for income taxes We'd Love to See: • Tenure at a Big 4, Law firm or Fortune 500 company • LLM degree • Experience handling tax issues for investment partnerships Does this sound like you? Apply if you think we're a good match. We'll get in touch to let you know that the next steps are, but in the meantime feel free to have a look at: Salary Range = 125000 - 135000 USD Annually + Benefits + Bonus The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level. We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
09/02/2025
Full time
Senior Tax Research and Planning Analyst - Finance & Administration Location New York Business Area Accounting and Finance Ref # Description & Requirements The energy of a newsroom, the pace of a trading floor, the buzz of a recent tech breakthrough; we work hard, and we work fast - while keeping up the quality and accuracy we're known for. It's what keeps us inventing and reinventing, all the time. Our culture is wide open, just like our spaces. We bring out the best in each other through collaboration. Through our countless volunteer projects, we also help network with the communities around us, too. You can do amazing work here. Work you couldn't do anywhere else. It's up to you to make it happen. What's the Role? Bloomberg Tax is seeking a highly skilled Senior Analyst to join our Strategy and Analysis team. This role will play a key part in leveraging in-depth research and analysis to address and resolve complex tax issues across Federal, International, and State & Local domains. We'll trust you to: • Identify and resolve Federal, International and State and Local tax matters and related issues • Research and assistance in cross border transactions, including analysis and planning • Research Pillar 2 and Public Country-by-Country matters, including analysis of new guidance, calculations and disclosures, and documentation of the same • Interface with domestic and foreign tax and legal advisers to obtain relevant advice • Prepare detailed planning and analysis memoranda re: the above • Interface with internal clients re tax planning and structuring matters • Implement planning structures and interface with clients and outside advisors (foreign and domestic) with respect to implementation matters on a project basis • Maintain up to date knowledge of Federal and State income tax developments • Analyze financial statements, including foreign source income and tax credits • Interface with the Accounting Group, other data providers, and internal stakeholders to gather information and provide informed guidance • Participate in Federal income tax audits You'll need to have: • 2-4 years of tax experience with a broad-based background that includes compliance and research and planning matters • MST or JD • Experience in cross-border/international tax issues, including Pillar 2. • Self-starter that can work on tax planning and analysis projects • Proven experience managing multiple projects simultaneously and effectively prioritizing tasks based on urgency • Strong judgment in selecting the appropriate depth of analysis to support planning and documentation efforts • Proficiency in evaluating the tax implications of complex documents, including vendor/customer agreements and investment partnership agreements • Experience leading and mentoring junior staff, with a focus on skill development and project execution • Strong tax analytical skills necessary to apply tax technical concepts to complex transactions/structures and to provide understandable summaries to management and other tax department members • Experience in handling IRS audits and other tax controversy matters • Knowledge of flow-through entity compliance and planning • In-depth familiarity with tax research techniques and resources • Strong writing/verbal skills to prepare detailed planning memoranda and numerical analyses as well as to provide simple explanations to clients (e.g. non-tax specialists) and other department members • Working knowledge of accounting for income taxes We'd Love to See: • Tenure at a Big 4, Law firm or Fortune 500 company • LLM degree • Experience handling tax issues for investment partnerships Does this sound like you? Apply if you think we're a good match. We'll get in touch to let you know that the next steps are, but in the meantime feel free to have a look at: Salary Range = 125000 - 135000 USD Annually + Benefits + Bonus The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level. We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
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. Senior Treasury Analyst Exciting opportunity to join Incline Insurance Groups Treasury team! We are seeking a results-oriented, analytical professional to join our Finance and Accounting team as a Senior Treasury Analyst . This high-impact role offers the opportunity to support key financial operations and enhance capital management practices. About Incline P&C Group Incline P&C Group is a privately owned company, backed by private equity and its original founders, with an exclusive focus on the property and casualty program insurance market. The company writes $2 billion in premiums through its A-rated and managed carriers. Incline has a team of over 100 employees headquartered in Austin, Texas. What You'll Do: As the Senior Treasury Analyst , you will support the VP of Treasury and Tax as well as the Treasury Manager, to ensure optimal cash and liquidity management by providing analytical insights, maintaining accurate forecasts, and monitoring the investment portfolio to support financial decision making. The individual will have the opportunity to partner with teams across the organization to ensure accurate inputs to Treasury models and to acquire relevant information for Treasury reporting to senior leaders. Responsibilities Cash Management & Forecasting : Maintain weekly and daily cash positioning, as well as short and long-term cash forecasting to ensure optimal cash utilization. Credit & Compliance Administration : Support the management of credit facilities and ensure compliance with all lender reporting requirements. Debt & Investment Modeling : Maintain debt schedules and develop models to support borrowing needs, repayment strategies, and investment planning. Economic & Investment Research : Monitor economic trends and interest rate environment to support financial planning and risk mitigation strategies. Banking Oversight : Support banking relationships by tracking bank exposure and concentration levels, fees, and performance. Reporting & Analysis : Build dashboards and models to support liquidity planning, funding allocation, and investment decisions. Prepare monthly investment portfolio reports and create metrics and visualizations for senior management. Regulatory Compliance: Monitor statutory NAIC regulations and analyze investments and collateral to ensure compliance with financial regulatory requirements. Assist the Treasury team with the preparation of presentation materials as needed What We're Looking For: We are looking for a Senior Treasury Analyst who thrives in a data-driven environment and can help us plan and manage cash and liquidity more effectively through strong analytical support. The Senior Treasury Analyst will play a key role in supporting cash flow forecasting, cash reporting, and investment analytics. This role is primarily focused on strategic analysis and innovative improvement rather than standard treasury operations. The ideal candidate will bring a background with strong Excel skills, experience working with large data sets, and an interest in treasury strategy within the insurance space. We're seeking someone who brings curiosity and initiative to uncover opportunities within treasury strategy, particularly in the insurance fronting space. Experience : 2-5 years of treasury, accounting, or finance experience in a corporate environment, preferably within insurance or public accounting. Education : Bachelor's degree in finance, accounting, economics, or direct treasury experience; CTP preferred. Technical Proficiency : Strong Excel skills; experience with Kyriba, Workday, Adaptive and financial modeling. Communication : Strong verbal and written communication skills; ability to prepare and present financial information to stakeholders. Detail Orientation : High attention to detail with strong organizational skills and the ability to manage multiple deadlines. Mindset : Strategic and self-driven, collaborative, with a passion for data analysis and the initiative to challenge the status quo and drive improvements in treasury strategy. Location : This role is based in Austin, TX and operates within a hybrid work model. Why Incline Insurance Group? At Incline, we offer a unique opportunity to join a rapidly growing company at the intersection of insurance, strategy, and finance. You will have exposure to key decision-makers and an opportunity to make a meaningful impact on the company's growth trajectory. Current needs : Cash flow forecasting - entity level Cash flow forecasting - program level Cash & investment portfolio analysis Regulatory Compliance PIc403c3a69b42-9036
09/01/2025
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. Senior Treasury Analyst Exciting opportunity to join Incline Insurance Groups Treasury team! We are seeking a results-oriented, analytical professional to join our Finance and Accounting team as a Senior Treasury Analyst . This high-impact role offers the opportunity to support key financial operations and enhance capital management practices. About Incline P&C Group Incline P&C Group is a privately owned company, backed by private equity and its original founders, with an exclusive focus on the property and casualty program insurance market. The company writes $2 billion in premiums through its A-rated and managed carriers. Incline has a team of over 100 employees headquartered in Austin, Texas. What You'll Do: As the Senior Treasury Analyst , you will support the VP of Treasury and Tax as well as the Treasury Manager, to ensure optimal cash and liquidity management by providing analytical insights, maintaining accurate forecasts, and monitoring the investment portfolio to support financial decision making. The individual will have the opportunity to partner with teams across the organization to ensure accurate inputs to Treasury models and to acquire relevant information for Treasury reporting to senior leaders. Responsibilities Cash Management & Forecasting : Maintain weekly and daily cash positioning, as well as short and long-term cash forecasting to ensure optimal cash utilization. Credit & Compliance Administration : Support the management of credit facilities and ensure compliance with all lender reporting requirements. Debt & Investment Modeling : Maintain debt schedules and develop models to support borrowing needs, repayment strategies, and investment planning. Economic & Investment Research : Monitor economic trends and interest rate environment to support financial planning and risk mitigation strategies. Banking Oversight : Support banking relationships by tracking bank exposure and concentration levels, fees, and performance. Reporting & Analysis : Build dashboards and models to support liquidity planning, funding allocation, and investment decisions. Prepare monthly investment portfolio reports and create metrics and visualizations for senior management. Regulatory Compliance: Monitor statutory NAIC regulations and analyze investments and collateral to ensure compliance with financial regulatory requirements. Assist the Treasury team with the preparation of presentation materials as needed What We're Looking For: We are looking for a Senior Treasury Analyst who thrives in a data-driven environment and can help us plan and manage cash and liquidity more effectively through strong analytical support. The Senior Treasury Analyst will play a key role in supporting cash flow forecasting, cash reporting, and investment analytics. This role is primarily focused on strategic analysis and innovative improvement rather than standard treasury operations. The ideal candidate will bring a background with strong Excel skills, experience working with large data sets, and an interest in treasury strategy within the insurance space. We're seeking someone who brings curiosity and initiative to uncover opportunities within treasury strategy, particularly in the insurance fronting space. Experience : 2-5 years of treasury, accounting, or finance experience in a corporate environment, preferably within insurance or public accounting. Education : Bachelor's degree in finance, accounting, economics, or direct treasury experience; CTP preferred. Technical Proficiency : Strong Excel skills; experience with Kyriba, Workday, Adaptive and financial modeling. Communication : Strong verbal and written communication skills; ability to prepare and present financial information to stakeholders. Detail Orientation : High attention to detail with strong organizational skills and the ability to manage multiple deadlines. Mindset : Strategic and self-driven, collaborative, with a passion for data analysis and the initiative to challenge the status quo and drive improvements in treasury strategy. Location : This role is based in Austin, TX and operates within a hybrid work model. Why Incline Insurance Group? At Incline, we offer a unique opportunity to join a rapidly growing company at the intersection of insurance, strategy, and finance. You will have exposure to key decision-makers and an opportunity to make a meaningful impact on the company's growth trajectory. Current needs : Cash flow forecasting - entity level Cash flow forecasting - program level Cash & investment portfolio analysis Regulatory Compliance PIc403c3a69b42-9036
Berkeley Research Group, LLC
Boston, Massachusetts
BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Position Title: Senior Financial Analyst Location: Boston, MA Position Type: Full time Requisition ID: JR100086 Description: We do Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition. Comprised of experienced, hands-on professionals that are results-oriented and data-driven, the market leading BRG Corporate Finance practice collaborates as partners with management teams and sponsors to focus on strategic options that maximize value for stakeholders. Furthermore, the practice has deep operational experience to deliver interim management to companies in need of C-Suite level experience and targeted surge resources to ease the pressure on management teams. The BRG Corporate Finance practice has in-depth experience across a wide range of industries and markets, including but not limited to retail, consumer products, financial services, healthcare, energy and technology. Across sectors, BRG has experienced professionals who understand the challenges clients face - making it well-equipped to help solve clients' issues. Our five core service offerings include: Turnaround & Restructuring (T&R) Transaction Advisory (TA) Finance Excellence (FE) Private Equity PortCo Services (PEPS) Transaction & Valuation Opinions (VAL) The BRG Turnaround & Restructuring practice is seeking to add professionals due to client demand and market opportunities. The ideal candidate should be prepared to work in a team-oriented environment on a diverse range of turnaround advisory assignments. Articulating findings and recommendations around the key financial, business issues, and value drivers are critical components for this position. The ideal candidate will have skills in the following areas: Three-statement financial modeling, including scenario planning Financial planning & analysis 13-week cash flow modeling Chapter 11 process Transactions, including sale of assets or businesses This position offers advancement opportunities within a rapidly growing, dynamic and fast-paced consulting firm in an entrepreneurial environment. Responsibilities Support the day-to-day activities of BRG Corporate Finance - Turnaround & Restructuring client service teams on engagements Execute multiple tasks across a consulting engagement including modeling and client presentations Utilize business, finance, accounting, and analytical skills to perform tasks including: 13-week cash flow models, 3-statement models, and pro-forma scenario models Demonstrate the ability to work in a team environment; collaborate with T&R and BRG experts, professionals from other firms, and client contacts to achieve engagement objectives Assist in preparation of reports, written analyses, presentations, and other client deliverables Participate in the development of a fast-growing, entrepreneurial consulting practice including assisting in marketing, client pitches, and product and practice development Demonstrate the highest degree of professionalism, ethics, quality, and integrity Qualifications Bachelors degree or degree equivalent in Business, Accounting/Finance, Management, Engineering, Economics, Mathematics, or related field 3+ years of work experience, ideally in a consulting or professional services environment Experience in financial modeling and analysis (particularly in Excel), including constructing and understanding 3-statement financial models, cash flows, and scenario analyses Ability to manage and analyze large volumes of financial and operational data Ability to interpret the results of qualitative and quantitative analysis and develop insights and recommendations Excellent written and oral communication skills and a demonstrated ability to interact with junior and senior team members, senior management, and other stakeholders or professionals Mature presence, empathy, intellectual curiosity, and ability to learn quickly Strong problem solving and project management skills Ability to work well independently or in a team dynamic Ability to manage multiple tasks, prioritize changing work demands and learn quickly CFA, CPA (or equivalent), or technical/GAAP accounting expertise is a plus Advanced in Microsoft Excel, PowerPoint, Word Familiarity with financial research tools (e.g., Capital IQ, Bloomberg, etc.) Willingness to travel as needed. PM22 About BRG BRG combines world-leading academic credentials with world-tested business expertise purpose-built for agility and connectivity, which sets us apart-and gets you ahead. At BRG, our top-tier professionals include specialist consultants, industry experts, renowned academics, and leading-edge data scientists. Together, they bring a diversity of proven real-world experience to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges for organizations across the globe. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking from diverse perspectives that, when paired with our global reach and resources, make us uniquely capable to address our clients' challenges. We get results because we know how to apply our thinking to your world. At BRG, we don't just show you what's possible. We're built to help you make it happen. BRG is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities PIa65f163c48e6-9052
09/01/2025
Full time
BRG is an Equal Employment Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Position Title: Senior Financial Analyst Location: Boston, MA Position Type: Full time Requisition ID: JR100086 Description: We do Consulting Differently The BRG Corporate Finance practice specializes in providing strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that are either underperforming or in transition. Comprised of experienced, hands-on professionals that are results-oriented and data-driven, the market leading BRG Corporate Finance practice collaborates as partners with management teams and sponsors to focus on strategic options that maximize value for stakeholders. Furthermore, the practice has deep operational experience to deliver interim management to companies in need of C-Suite level experience and targeted surge resources to ease the pressure on management teams. The BRG Corporate Finance practice has in-depth experience across a wide range of industries and markets, including but not limited to retail, consumer products, financial services, healthcare, energy and technology. Across sectors, BRG has experienced professionals who understand the challenges clients face - making it well-equipped to help solve clients' issues. Our five core service offerings include: Turnaround & Restructuring (T&R) Transaction Advisory (TA) Finance Excellence (FE) Private Equity PortCo Services (PEPS) Transaction & Valuation Opinions (VAL) The BRG Turnaround & Restructuring practice is seeking to add professionals due to client demand and market opportunities. The ideal candidate should be prepared to work in a team-oriented environment on a diverse range of turnaround advisory assignments. Articulating findings and recommendations around the key financial, business issues, and value drivers are critical components for this position. The ideal candidate will have skills in the following areas: Three-statement financial modeling, including scenario planning Financial planning & analysis 13-week cash flow modeling Chapter 11 process Transactions, including sale of assets or businesses This position offers advancement opportunities within a rapidly growing, dynamic and fast-paced consulting firm in an entrepreneurial environment. Responsibilities Support the day-to-day activities of BRG Corporate Finance - Turnaround & Restructuring client service teams on engagements Execute multiple tasks across a consulting engagement including modeling and client presentations Utilize business, finance, accounting, and analytical skills to perform tasks including: 13-week cash flow models, 3-statement models, and pro-forma scenario models Demonstrate the ability to work in a team environment; collaborate with T&R and BRG experts, professionals from other firms, and client contacts to achieve engagement objectives Assist in preparation of reports, written analyses, presentations, and other client deliverables Participate in the development of a fast-growing, entrepreneurial consulting practice including assisting in marketing, client pitches, and product and practice development Demonstrate the highest degree of professionalism, ethics, quality, and integrity Qualifications Bachelors degree or degree equivalent in Business, Accounting/Finance, Management, Engineering, Economics, Mathematics, or related field 3+ years of work experience, ideally in a consulting or professional services environment Experience in financial modeling and analysis (particularly in Excel), including constructing and understanding 3-statement financial models, cash flows, and scenario analyses Ability to manage and analyze large volumes of financial and operational data Ability to interpret the results of qualitative and quantitative analysis and develop insights and recommendations Excellent written and oral communication skills and a demonstrated ability to interact with junior and senior team members, senior management, and other stakeholders or professionals Mature presence, empathy, intellectual curiosity, and ability to learn quickly Strong problem solving and project management skills Ability to work well independently or in a team dynamic Ability to manage multiple tasks, prioritize changing work demands and learn quickly CFA, CPA (or equivalent), or technical/GAAP accounting expertise is a plus Advanced in Microsoft Excel, PowerPoint, Word Familiarity with financial research tools (e.g., Capital IQ, Bloomberg, etc.) Willingness to travel as needed. PM22 About BRG BRG combines world-leading academic credentials with world-tested business expertise purpose-built for agility and connectivity, which sets us apart-and gets you ahead. At BRG, our top-tier professionals include specialist consultants, industry experts, renowned academics, and leading-edge data scientists. Together, they bring a diversity of proven real-world experience to economics, disputes, and investigations; corporate finance; and performance improvement services that address the most complex challenges for organizations across the globe. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking from diverse perspectives that, when paired with our global reach and resources, make us uniquely capable to address our clients' challenges. We get results because we know how to apply our thinking to your world. At BRG, we don't just show you what's possible. We're built to help you make it happen. BRG is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities PIa65f163c48e6-9052
Canon Info Technology Services
Chesapeake, Virginia
Senior Finance Analyst US-VA-Chesapeake Job ID: 33431 Type: Full-Time # of Openings: 1 Category: Accounting/Finance ITS Corporate Headquarters About the Role We are seeking a proactive and detail-oriented Senior Financial Analyst to join our Finance team. This role plays a critical part in supporting the organization's financial health through hands-on management of core financial operations and cross-functional collaboration. As a Senior Finance Analyst, you will be responsible for a broad range of accounting, budgeting, reporting, and procurement duties that directly support organizational compliance, accuracy, and strategic decision-making. This position is ideal for someone with a strong foundation in financial analysis and operational finance who thrives in a fast-paced, collaborative environment. What We Offer Flexibility & Work-Life Balance - Enjoy a hybrid work style in Chesapeake, VA Comprehensive Benefits - Medical, vision, dental, life insurance, and disability Generous Time Off - Paid personal, vacation, and sick leave, plus company-paid holidays Financial Well-Being - 401(k) with company match and tuition reimbursement Perks & Discounts - Employee assistance program and exclusive company discounts Career Growth & Development - Opportunities for professional growth, continuous learning, and cross-functional collaboration Your Impact Direct internal financial operations, including budgeting, billing, purchasing, and accounts payable Partner with cross-functional teams to ensure financial compliance, streamline processes, and maintain data integrity. Maintain accurate, timely records, including daily deposits, journal entries, manpower reporting, and monthly Use Tax Returns Process bi-weekly payroll journal entries and monthly accruals Manage and update Fixed Asset Registers, tracking additions, disposals, and construction-in-progress Lead the full procurement cycle, from requisition to vendor selection, ensuring adherence to policy and budget guidelines Drive the month-end close process, including prepaid amortization, accruals, internal billing, invoice distribution, financial statement preparation, forecasting, variance analysis, and leadership reporting Monitor departmental and organizational budgets, forecasts, and actual expenditures to inform strategic financial planning Deliver monthly, quarterly, and annual reports with actionable insights and data-driven recommendations for senior leadership Analyze spending patterns and variances to identify cost-saving opportunities and operational efficiencies Oversee internal billing, coordinating with departments to track billable activities and revenue streams Reconcile monthly balance sheets and contribute to Month-in-Review presentations, quarterly reports, annual tax documentation, and bi-monthly cash forecasting Support financial initiatives, audits, and special projects that advance business objectives About You: The Skills & Expertise You Bring Bachelor's degree in Finance, Accounting, Business Administration, or related field; Master's degree or CPA designation is a plus 5+ years of progressive experience in financial analysis, budgeting, or financial operations Strong understanding of billing, procurement, and accounts payable processes Proficient in Microsoft Excel (including advanced functions); experience with ERP (Enterprise Resource Planning) systems such as Oracle, Workday, or similar financial software Excellent analytical, organizational, and communication skills, with the ability to present financial insights to diverse audiences Ability to work independently, manage multiple priorities, and meet deadlines Company Overview Canon Information Technology Services, Inc. - The environment at Canon ITS is energetic and diverse. Our team is comprised of a wide variety of people in positions that help our employees grow and develop their careers. Statement of Policy on Equal Employment Opportunity Canon is committed to providing equal employment and advancement opportunities to all qualified persons without regard to race, sex, marital status, sexual orientation or affectional preference, color, religion, national origin, age, disability, or veteran status, unless a bona fide occupational qualification exists. Our commitment is to assure full opportunity for all employees in order that they may achieve their highest potential and to assure progressive employment practices that conform to the letter and spirit of federal, state, and local laws regarding equal employment opportunities. Canons policy is to: Recruit, hire and promote for all job classifications without regard to race, color, religion, sex, age, sexual orientation, disability or national origin. Base decisions on employment so as to further the principle of equal employment opportunity. Ensure that promotion decisions are made in accordance with the principles of equal employment opportunity by imposing only valid requirements for promotional opportunities. Ensure that all other personnel actions (such as compensation benefits, transfers, layoffs, company sponsored training, education, tuition assistance, social and recreation programs) will be administered without regard to race, color, religion, sex, age, sexual orientation, disability or national origin. Workplace Accommodation Request - HR Accessibility - Reasonable Accommodation Canon I.T.S. is committed to the employment and advancement of qualified disabled veterans and other individuals with disabilities. If you feel you require a reasonable accommodation to apply for a position with Canon I.T.S., please call our Toll-free TDD Support Line for the Hearing Impaired Monday - Saturday (excluding holidays) at 1-, Eastern time from within the US. For all other reasonable accommodation requests, please call . You will be asked to provide information on the open position you are applying for online and the details on the reasonable accommodation you are requesting. Pay Transparency Policy Statement The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. Canon ITS is a tobacco-free work environment. Notice to Recruiting Firms/Agencies Canon ITS typically recruits candidates directly, rather than through a third party recruiting firm or agency. Canon ITS will pay a recruiting fee only when a candidate is submitted for consideration to our company through our applicant tracking system, by direct invitation of Canon ITS, and if Canon ITS has a contract with the recruiter. Canon is proud to be an equal opportunity employer. Minority/Female/Individuals with Disabilities/Protected Veterans. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. To read more about employment discrimination protections under federal law, click here Posting Tags PId87f08e78a7b-5469
09/01/2025
Full time
Senior Finance Analyst US-VA-Chesapeake Job ID: 33431 Type: Full-Time # of Openings: 1 Category: Accounting/Finance ITS Corporate Headquarters About the Role We are seeking a proactive and detail-oriented Senior Financial Analyst to join our Finance team. This role plays a critical part in supporting the organization's financial health through hands-on management of core financial operations and cross-functional collaboration. As a Senior Finance Analyst, you will be responsible for a broad range of accounting, budgeting, reporting, and procurement duties that directly support organizational compliance, accuracy, and strategic decision-making. This position is ideal for someone with a strong foundation in financial analysis and operational finance who thrives in a fast-paced, collaborative environment. What We Offer Flexibility & Work-Life Balance - Enjoy a hybrid work style in Chesapeake, VA Comprehensive Benefits - Medical, vision, dental, life insurance, and disability Generous Time Off - Paid personal, vacation, and sick leave, plus company-paid holidays Financial Well-Being - 401(k) with company match and tuition reimbursement Perks & Discounts - Employee assistance program and exclusive company discounts Career Growth & Development - Opportunities for professional growth, continuous learning, and cross-functional collaboration Your Impact Direct internal financial operations, including budgeting, billing, purchasing, and accounts payable Partner with cross-functional teams to ensure financial compliance, streamline processes, and maintain data integrity. Maintain accurate, timely records, including daily deposits, journal entries, manpower reporting, and monthly Use Tax Returns Process bi-weekly payroll journal entries and monthly accruals Manage and update Fixed Asset Registers, tracking additions, disposals, and construction-in-progress Lead the full procurement cycle, from requisition to vendor selection, ensuring adherence to policy and budget guidelines Drive the month-end close process, including prepaid amortization, accruals, internal billing, invoice distribution, financial statement preparation, forecasting, variance analysis, and leadership reporting Monitor departmental and organizational budgets, forecasts, and actual expenditures to inform strategic financial planning Deliver monthly, quarterly, and annual reports with actionable insights and data-driven recommendations for senior leadership Analyze spending patterns and variances to identify cost-saving opportunities and operational efficiencies Oversee internal billing, coordinating with departments to track billable activities and revenue streams Reconcile monthly balance sheets and contribute to Month-in-Review presentations, quarterly reports, annual tax documentation, and bi-monthly cash forecasting Support financial initiatives, audits, and special projects that advance business objectives About You: The Skills & Expertise You Bring Bachelor's degree in Finance, Accounting, Business Administration, or related field; Master's degree or CPA designation is a plus 5+ years of progressive experience in financial analysis, budgeting, or financial operations Strong understanding of billing, procurement, and accounts payable processes Proficient in Microsoft Excel (including advanced functions); experience with ERP (Enterprise Resource Planning) systems such as Oracle, Workday, or similar financial software Excellent analytical, organizational, and communication skills, with the ability to present financial insights to diverse audiences Ability to work independently, manage multiple priorities, and meet deadlines Company Overview Canon Information Technology Services, Inc. - The environment at Canon ITS is energetic and diverse. Our team is comprised of a wide variety of people in positions that help our employees grow and develop their careers. Statement of Policy on Equal Employment Opportunity Canon is committed to providing equal employment and advancement opportunities to all qualified persons without regard to race, sex, marital status, sexual orientation or affectional preference, color, religion, national origin, age, disability, or veteran status, unless a bona fide occupational qualification exists. Our commitment is to assure full opportunity for all employees in order that they may achieve their highest potential and to assure progressive employment practices that conform to the letter and spirit of federal, state, and local laws regarding equal employment opportunities. Canons policy is to: Recruit, hire and promote for all job classifications without regard to race, color, religion, sex, age, sexual orientation, disability or national origin. Base decisions on employment so as to further the principle of equal employment opportunity. Ensure that promotion decisions are made in accordance with the principles of equal employment opportunity by imposing only valid requirements for promotional opportunities. Ensure that all other personnel actions (such as compensation benefits, transfers, layoffs, company sponsored training, education, tuition assistance, social and recreation programs) will be administered without regard to race, color, religion, sex, age, sexual orientation, disability or national origin. Workplace Accommodation Request - HR Accessibility - Reasonable Accommodation Canon I.T.S. is committed to the employment and advancement of qualified disabled veterans and other individuals with disabilities. If you feel you require a reasonable accommodation to apply for a position with Canon I.T.S., please call our Toll-free TDD Support Line for the Hearing Impaired Monday - Saturday (excluding holidays) at 1-, Eastern time from within the US. For all other reasonable accommodation requests, please call . You will be asked to provide information on the open position you are applying for online and the details on the reasonable accommodation you are requesting. Pay Transparency Policy Statement The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. Canon ITS is a tobacco-free work environment. Notice to Recruiting Firms/Agencies Canon ITS typically recruits candidates directly, rather than through a third party recruiting firm or agency. Canon ITS will pay a recruiting fee only when a candidate is submitted for consideration to our company through our applicant tracking system, by direct invitation of Canon ITS, and if Canon ITS has a contract with the recruiter. Canon is proud to be an equal opportunity employer. Minority/Female/Individuals with Disabilities/Protected Veterans. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status. To read more about employment discrimination protections under federal law, click here Posting Tags PId87f08e78a7b-5469
Southern Star Central Gas Pipeline
Owensboro, Kentucky
Analyst, Financial Planning & Analysis US-KY-Owensboro Job ID: Type: Full-Time # of Openings: 1 Category: Accounting/Finance Owensboro Overview The senior analyst serves as a strategic partner in supporting the continued financial planning and analysis activities at Southern Star. This position will be responsible for a wide range of analysis, including key initiative planning and tracking, development of Southern Star's monthly and quarterly forecasts and long-range business plans, identification of value creation opportunities, and other analytical requests and projects. Responsibilities Primary responsibilities include (but not limited to): Develop a detailed understanding of the key financial and operational metrics for each department Partner with key stakeholders across the business to drive forecast and planning cadence in conjunction with monthly outlooks and annual planning cycles Coordinate data model review between FP&A, Treasury, and Financial Reporting Plan and support broad financial analysis assignments, including investment cases, revenue analytics and scenario modeling Lead the development, preparation, and presentation of both short- and long-range financial budgets and forecasts including maintaining the business's 5-year strategic plan Partner with finance and accounting teams to develop financial procedures supporting analysis and reporting for existing and future work processes Support continued step-change to improve plan to perform processes Other duties as assigned Qualifications Minimum: 6+ years of experience in accounting or finance 3+ years of progressive financial planning experience Bachelor's degree in accounting, finance, economics, or related field Knowledge of GAAP accounting and financial principles Ability to use Microsoft applications (i.e., Word, PowerPoint, etc.) with a strong proficiency in Excel Strong analytical and modeling skills Ability to inspire and empower others i.e., executive presence Ability to summarize data and explain findings for executive-level presentations Strong verbal and written communication skills Strong business and commercial awareness Ability to understand the business (products/services, customers, processes) and their key drivers of success Ability to collaborate with other on a team and across the organization Ability to manage multiple tasks while meeting deadlines Preferred: Master of Business Administration Knowledge of and/or experience with Navision or Oracle Fusion Financials Compensation details: 38 Yearly Salary PIfd0e730d5-
09/01/2025
Full time
Analyst, Financial Planning & Analysis US-KY-Owensboro Job ID: Type: Full-Time # of Openings: 1 Category: Accounting/Finance Owensboro Overview The senior analyst serves as a strategic partner in supporting the continued financial planning and analysis activities at Southern Star. This position will be responsible for a wide range of analysis, including key initiative planning and tracking, development of Southern Star's monthly and quarterly forecasts and long-range business plans, identification of value creation opportunities, and other analytical requests and projects. Responsibilities Primary responsibilities include (but not limited to): Develop a detailed understanding of the key financial and operational metrics for each department Partner with key stakeholders across the business to drive forecast and planning cadence in conjunction with monthly outlooks and annual planning cycles Coordinate data model review between FP&A, Treasury, and Financial Reporting Plan and support broad financial analysis assignments, including investment cases, revenue analytics and scenario modeling Lead the development, preparation, and presentation of both short- and long-range financial budgets and forecasts including maintaining the business's 5-year strategic plan Partner with finance and accounting teams to develop financial procedures supporting analysis and reporting for existing and future work processes Support continued step-change to improve plan to perform processes Other duties as assigned Qualifications Minimum: 6+ years of experience in accounting or finance 3+ years of progressive financial planning experience Bachelor's degree in accounting, finance, economics, or related field Knowledge of GAAP accounting and financial principles Ability to use Microsoft applications (i.e., Word, PowerPoint, etc.) with a strong proficiency in Excel Strong analytical and modeling skills Ability to inspire and empower others i.e., executive presence Ability to summarize data and explain findings for executive-level presentations Strong verbal and written communication skills Strong business and commercial awareness Ability to understand the business (products/services, customers, processes) and their key drivers of success Ability to collaborate with other on a team and across the organization Ability to manage multiple tasks while meeting deadlines Preferred: Master of Business Administration Knowledge of and/or experience with Navision or Oracle Fusion Financials Compensation details: 38 Yearly Salary PIfd0e730d5-
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Director over a P&C Loss Reserving team, you will plan, organize, direct, and staff actuarial activities required to perform the Catastrophe reserve analysis within Loss Reserving. This director will be responsible for the strategic development of a new Catastrophe reserving model that considers all available information of the event, exposures, and claims at the time of the event and continuously refreshes the estimates with new information as it becomes available. The Director will also be responsible for strategically enhancing the Catastrophe reserving process by integrating this model into the existing model and month-end process through effective performance monitoring of the Catastrophe reserving models. This Director will be responsible for managing all communication around Catastrophe loss estimates in an efficient and effective manner. This communication includes preparing and presenting Catastrophe reserve recommendation monthly to senior executive leadership, live event estimates for major Catastrophe events, and regular weekly and monthly reporting. This Director will be responsible for developing and training other analysts on the Catastrophe reserving process - creating and maintaining onboarding training documentation and facilitating the technical skills development of the loss reserving team as a whole. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in San Antonio, TX. Relocation assistance is available for this position. What you'll do: Oversee the development of product line reserving assumptions while ensuring reserve guidelines are met. Direct the development of new products and implementation of process improvements. Provide short and long-term planning recommendations for unit objectives by developing and analyzing forecasts. Manage and is accountable for the work of assigned employees. Perform personnel management functions, including employee selection, team building, project/workload assignment, employee training, monitoring of work activity and performance evaluation. Ensure that reserve analysis and estimates are congruent with the company's reserve strategy and goals. Facilitate the development and implementation of products and projects. Monitor competitive market, industry trends, and professional research to maintain knowledge of current activities related to products, regulations, market conditions, and innovative alternatives to achieve financial and market goals. Represent USAA's interest at industry level committee meetings. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 or more years relevant experience. 3 or more years of direct team lead or management experience required. Five (5) exams of the Casualty Actuarial Society. What sets you apart: Expert Actuarial experience with loss reserving methods and analyses for personal lines P&C insurance products A passion for creative and innovative actuarial work and developing that mindset in less experienced analysts through projects related to this work Strong experience translating detailed analytics into manageable visualizations and communicating/presenting the results concisely to executive leadership Strong experience performing statistical analysis in Python or R Ability to improve existing processes and create new, repeatable workflows to enhance team productivity US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $164,780 - $314,960. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
09/01/2025
Full time
Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity As a dedicated Director over a P&C Loss Reserving team, you will plan, organize, direct, and staff actuarial activities required to perform the Catastrophe reserve analysis within Loss Reserving. This director will be responsible for the strategic development of a new Catastrophe reserving model that considers all available information of the event, exposures, and claims at the time of the event and continuously refreshes the estimates with new information as it becomes available. The Director will also be responsible for strategically enhancing the Catastrophe reserving process by integrating this model into the existing model and month-end process through effective performance monitoring of the Catastrophe reserving models. This Director will be responsible for managing all communication around Catastrophe loss estimates in an efficient and effective manner. This communication includes preparing and presenting Catastrophe reserve recommendation monthly to senior executive leadership, live event estimates for major Catastrophe events, and regular weekly and monthly reporting. This Director will be responsible for developing and training other analysts on the Catastrophe reserving process - creating and maintaining onboarding training documentation and facilitating the technical skills development of the loss reserving team as a whole. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in San Antonio, TX. Relocation assistance is available for this position. What you'll do: Oversee the development of product line reserving assumptions while ensuring reserve guidelines are met. Direct the development of new products and implementation of process improvements. Provide short and long-term planning recommendations for unit objectives by developing and analyzing forecasts. Manage and is accountable for the work of assigned employees. Perform personnel management functions, including employee selection, team building, project/workload assignment, employee training, monitoring of work activity and performance evaluation. Ensure that reserve analysis and estimates are congruent with the company's reserve strategy and goals. Facilitate the development and implementation of products and projects. Monitor competitive market, industry trends, and professional research to maintain knowledge of current activities related to products, regulations, market conditions, and innovative alternatives to achieve financial and market goals. Represent USAA's interest at industry level committee meetings. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 or more years relevant experience. 3 or more years of direct team lead or management experience required. Five (5) exams of the Casualty Actuarial Society. What sets you apart: Expert Actuarial experience with loss reserving methods and analyses for personal lines P&C insurance products A passion for creative and innovative actuarial work and developing that mindset in less experienced analysts through projects related to this work Strong experience translating detailed analytics into manageable visualizations and communicating/presenting the results concisely to executive leadership Strong experience performing statistical analysis in Python or R Ability to improve existing processes and create new, repeatable workflows to enhance team productivity US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $164,780 - $314,960. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Senior Compensation Analyst (12 Month Contract) - Enterprise Reporting Location New York Business Area Accounting and Finance Ref # Description & Requirements The energy of a newsroom, the pace of a trading floor, the buzz of a recent tech breakthrough; we work hard, and we work fast - while keeping up the quality and accuracy we're known for. It's what keeps us inventing and reinventing, all the time. Our culture is wide open, just like our spaces. We bring out the best in each other through collaboration. Through our countless volunteer projects, we also help network with the communities around us, too. You can do amazing work here. Work you couldn't do anywhere else. It's up to you to make it happen. What's the Role? At Bloomberg Finance we are committed to providing world-class support to our business partners by providing insight on business performance, financial oversight and thought leadership. We are currently seeking a Senior Financial Analyst to support the Global Compensation Team. The Global Compensation Team is responsible for all aspects of compensation including program design, strategy, funding, metrics, regulatory compliance, controls, analysis, reporting and tools. As a member of this team, you will have the opportunity to deliver a unique blend of financial and operational analysis for a fast-paced and technology based financial services business. We'll Trust You To: Create and maintain enterprise-wide compensation reporting and analysis to provide business insights and support decision making Produce regulatory compliance deliverables globally including compiling and submitting reports, surveys, questionnaires, and filings while ensuring timely compliance in accordance with local regulations Develop and maintain models and analyses to aid in the validation of financial forecasts and for special projects Identify opportunities to improve efficiency of processes, streamline collection, use, and presentation of data Support risks and controls documentation and processes, including periodic audits Partner with other team members in a collaborative environment that requires effective communication, project planning, meeting deadlines and managing expectations Work with internal partners (e.g. Engineering, HRIS and Payroll) to ensure processes & systems meet needs of compensation team Work with large data sets from various systems and data sources while ensuring data integrity You'll Need To Have: 6+ years of relevant experience in Finance and/or Compensation Bachelor's degree in Finance, Accounting, Economics, or a related field of study Superior Microsoft Excel skills, focusing on data consolidation, financial modeling and analysis Strong attention to details to ensure accuracy while working with complex large data sets, reports and spreadsheets Strong analytical, problem-solving and critical thinking skills Ability to coordinate and execute projects independently, effectively manage time, prioritize tasks and autonomously perform within tight deadlines Excellent verbal and written communication skills with the ability to present and explain your decisions to others Strong project management experience with the capability of handling expectations that result in action items We'd Love to See: Proficiency in Microsoft VBA, SQL, Alteryx, or similar tools and systems, a plus Proficiency in SAP, a plus Salary Range = 55 - 70 USD Hourly The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level. We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
08/31/2025
Full time
Senior Compensation Analyst (12 Month Contract) - Enterprise Reporting Location New York Business Area Accounting and Finance Ref # Description & Requirements The energy of a newsroom, the pace of a trading floor, the buzz of a recent tech breakthrough; we work hard, and we work fast - while keeping up the quality and accuracy we're known for. It's what keeps us inventing and reinventing, all the time. Our culture is wide open, just like our spaces. We bring out the best in each other through collaboration. Through our countless volunteer projects, we also help network with the communities around us, too. You can do amazing work here. Work you couldn't do anywhere else. It's up to you to make it happen. What's the Role? At Bloomberg Finance we are committed to providing world-class support to our business partners by providing insight on business performance, financial oversight and thought leadership. We are currently seeking a Senior Financial Analyst to support the Global Compensation Team. The Global Compensation Team is responsible for all aspects of compensation including program design, strategy, funding, metrics, regulatory compliance, controls, analysis, reporting and tools. As a member of this team, you will have the opportunity to deliver a unique blend of financial and operational analysis for a fast-paced and technology based financial services business. We'll Trust You To: Create and maintain enterprise-wide compensation reporting and analysis to provide business insights and support decision making Produce regulatory compliance deliverables globally including compiling and submitting reports, surveys, questionnaires, and filings while ensuring timely compliance in accordance with local regulations Develop and maintain models and analyses to aid in the validation of financial forecasts and for special projects Identify opportunities to improve efficiency of processes, streamline collection, use, and presentation of data Support risks and controls documentation and processes, including periodic audits Partner with other team members in a collaborative environment that requires effective communication, project planning, meeting deadlines and managing expectations Work with internal partners (e.g. Engineering, HRIS and Payroll) to ensure processes & systems meet needs of compensation team Work with large data sets from various systems and data sources while ensuring data integrity You'll Need To Have: 6+ years of relevant experience in Finance and/or Compensation Bachelor's degree in Finance, Accounting, Economics, or a related field of study Superior Microsoft Excel skills, focusing on data consolidation, financial modeling and analysis Strong attention to details to ensure accuracy while working with complex large data sets, reports and spreadsheets Strong analytical, problem-solving and critical thinking skills Ability to coordinate and execute projects independently, effectively manage time, prioritize tasks and autonomously perform within tight deadlines Excellent verbal and written communication skills with the ability to present and explain your decisions to others Strong project management experience with the capability of handling expectations that result in action items We'd Love to See: Proficiency in Microsoft VBA, SQL, Alteryx, or similar tools and systems, a plus Proficiency in SAP, a plus Salary Range = 55 - 70 USD Hourly The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level. We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
Description Position Title: Expert Financial Analyst Required Clearance: TS/SCI Geographic Location: Springfield, VA Financial Analyst (EXPERT) expertise and experience in the execution of all types of funding. Knowledge of Financial Management Regulations, the FAR, DFARS and internal NGA policies and procedures for the execution of RDT&E, O&M, and PDW funding. Experience sending MIPRs, NGA AF-9s or DoD Purchase Requests (PRs), and or 7600s for the execution of funding. Experience drafting or reviewing execution documentation including but not limited to IGCEs, SOWs, D&Fs, etc. Overall Assignment Description: Serves as a technical and functional advisor to the Government Program Management Office (GPMO) within NGA/TEI (Open IT Solutions\Enterprise Management Services) and Government staff members for all planning, programming, budgeting and execution (PPB&E) activities of NGA financial resources consistent with DoD and IC policies and directives. Duties include but are not limited to: Perform budget and cost analysis functions in support of TEI activities. This includes development and operations of models, tools, and techniques related to budget planning, tracking, execution reconciliation, and analysis. Assist in preparing, coordinating, and presenting budgets, including, but not limited to, the IPOM /IPBS and CJB/CBJB submissions and budget execution activities. Perform budget status reconciliation, expenditure tracking, management activities, formulate spend plans, and develop and operate financial analysis tools as required. Schedule and facilitate monthly TEI Resource Reviews for TEI programs to include an internal budget and spend plan status update. Assist TEI's business functions to facilitate monthly and quarterly reporting to NGA, IC, and Congress. Support day-to-day business rhythm execution to enable TEI corporate efficiencies. Prepare, maintain, and present financial and budget reports, and briefings with the creation and use of visual aids (graphs, charts, etc.) to senior leadership, as well as drafting, editing, and proofreading documents for publishing Required Skills: BA/BS or MA/MS in business, management, finance, accounting, or equivalent experience Experience with PRISM acquisition/financial software. Proficiency in appropriations law as it applies to budget execution. Experience drafting Congressional Justification Books and Congressional Budget Justification Books. Experience supporting agency senior leadership Excellent oral and written communication skills with successful briefings to cross-agency senior leadership Budget execution experience in the IC or DoD Planning and programming experience to include development of budget submission and budget narratives Strong experience with cost, schedule, and cost-benefit analyses and recommendations Desired Skills NGA experience strongly preferred Experience with GEOF financial software Experience with Agile Software Development Lifecycle Understanding of cloud provider services Compass, Inc. (Compass) is a Small Business (SB) headquartered in Winchester, VA as a Defense and Intelligence solutions provider to the United States Government. We provide Systems Engineering and Technical Assistance (SETA), Advisory and Assistance Services (A&AS), and Systems Engineering and Integration (SE&I) to our government and business partner customers. As a premier Defense and Intelligence solution provider, we employee a diverse, agile, highly trained and extremely talented staff. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. Veterans/Disabled
08/28/2025
Full time
Description Position Title: Expert Financial Analyst Required Clearance: TS/SCI Geographic Location: Springfield, VA Financial Analyst (EXPERT) expertise and experience in the execution of all types of funding. Knowledge of Financial Management Regulations, the FAR, DFARS and internal NGA policies and procedures for the execution of RDT&E, O&M, and PDW funding. Experience sending MIPRs, NGA AF-9s or DoD Purchase Requests (PRs), and or 7600s for the execution of funding. Experience drafting or reviewing execution documentation including but not limited to IGCEs, SOWs, D&Fs, etc. Overall Assignment Description: Serves as a technical and functional advisor to the Government Program Management Office (GPMO) within NGA/TEI (Open IT Solutions\Enterprise Management Services) and Government staff members for all planning, programming, budgeting and execution (PPB&E) activities of NGA financial resources consistent with DoD and IC policies and directives. Duties include but are not limited to: Perform budget and cost analysis functions in support of TEI activities. This includes development and operations of models, tools, and techniques related to budget planning, tracking, execution reconciliation, and analysis. Assist in preparing, coordinating, and presenting budgets, including, but not limited to, the IPOM /IPBS and CJB/CBJB submissions and budget execution activities. Perform budget status reconciliation, expenditure tracking, management activities, formulate spend plans, and develop and operate financial analysis tools as required. Schedule and facilitate monthly TEI Resource Reviews for TEI programs to include an internal budget and spend plan status update. Assist TEI's business functions to facilitate monthly and quarterly reporting to NGA, IC, and Congress. Support day-to-day business rhythm execution to enable TEI corporate efficiencies. Prepare, maintain, and present financial and budget reports, and briefings with the creation and use of visual aids (graphs, charts, etc.) to senior leadership, as well as drafting, editing, and proofreading documents for publishing Required Skills: BA/BS or MA/MS in business, management, finance, accounting, or equivalent experience Experience with PRISM acquisition/financial software. Proficiency in appropriations law as it applies to budget execution. Experience drafting Congressional Justification Books and Congressional Budget Justification Books. Experience supporting agency senior leadership Excellent oral and written communication skills with successful briefings to cross-agency senior leadership Budget execution experience in the IC or DoD Planning and programming experience to include development of budget submission and budget narratives Strong experience with cost, schedule, and cost-benefit analyses and recommendations Desired Skills NGA experience strongly preferred Experience with GEOF financial software Experience with Agile Software Development Lifecycle Understanding of cloud provider services Compass, Inc. (Compass) is a Small Business (SB) headquartered in Winchester, VA as a Defense and Intelligence solutions provider to the United States Government. We provide Systems Engineering and Technical Assistance (SETA), Advisory and Assistance Services (A&AS), and Systems Engineering and Integration (SE&I) to our government and business partner customers. As a premier Defense and Intelligence solution provider, we employee a diverse, agile, highly trained and extremely talented staff. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. Veterans/Disabled
Hybrid schedule 2 days from home and 3 days in the office. Great career opportunity! Our client delivers solutions and drives innovations that protect the environment, people, and public health. Change your career. Change your world. Our client is seeking a highly motivated team member who has strong analytical skills, excellent attention to detail and the ability to work cross functionally, as well as independently. The Financial Analyst Sr will assist with the consolidated budgeting and forecasting process with significant focus on consolidated financial statements. Key Job Activities: Owns and maintains forecasts for the consolidated financial statements. Collaborates with Business Unit finance leaders to analyze current and historical business trends, consolidating the financial results and providing the narratives to key business stakeholders. Assists in development of the monthly, quarterly and annual financial packages and presentations for the Executive Leadership team and Board of Directors Drives process improvement to ensure data quality and reporting standards for both financial and non-financial information Assists with Investor Relations financial analysis and actively participates in earnings preparation. Supports potential ad-hoc analysis as requested. Education: Preferred Education: in Bachelors or Equivalent Experience (North America & LATAM): 3-5 years of FP&A experience Strong presentation and communication techniques verbal and written Excellent financial modeling and analysis skills and advanced knowledge of excel Advanced analytics and predictive modeling experience a plus Ability to manage multiple tasks in a deadline-driven environment while maintaining a high level of precision Prior experience in an Enterprise Planning organization at a mid to large size company a plus Experience with SAP BPC desired Benefits: Our client currently offers its employees the option to participate in a full range of benefits, including a health care program which includes medical, dental, vision and prescription coverage, healthcare and dependent care flexible spending accounts, life and accidental death and dismemberment insurance, an employee assistance program, tuition reimbursement, paid vacation and sick time, a 401(k) plan, and an employee stock purchase plan.
10/05/2022
Full time
Hybrid schedule 2 days from home and 3 days in the office. Great career opportunity! Our client delivers solutions and drives innovations that protect the environment, people, and public health. Change your career. Change your world. Our client is seeking a highly motivated team member who has strong analytical skills, excellent attention to detail and the ability to work cross functionally, as well as independently. The Financial Analyst Sr will assist with the consolidated budgeting and forecasting process with significant focus on consolidated financial statements. Key Job Activities: Owns and maintains forecasts for the consolidated financial statements. Collaborates with Business Unit finance leaders to analyze current and historical business trends, consolidating the financial results and providing the narratives to key business stakeholders. Assists in development of the monthly, quarterly and annual financial packages and presentations for the Executive Leadership team and Board of Directors Drives process improvement to ensure data quality and reporting standards for both financial and non-financial information Assists with Investor Relations financial analysis and actively participates in earnings preparation. Supports potential ad-hoc analysis as requested. Education: Preferred Education: in Bachelors or Equivalent Experience (North America & LATAM): 3-5 years of FP&A experience Strong presentation and communication techniques verbal and written Excellent financial modeling and analysis skills and advanced knowledge of excel Advanced analytics and predictive modeling experience a plus Ability to manage multiple tasks in a deadline-driven environment while maintaining a high level of precision Prior experience in an Enterprise Planning organization at a mid to large size company a plus Experience with SAP BPC desired Benefits: Our client currently offers its employees the option to participate in a full range of benefits, including a health care program which includes medical, dental, vision and prescription coverage, healthcare and dependent care flexible spending accounts, life and accidental death and dismemberment insurance, an employee assistance program, tuition reimbursement, paid vacation and sick time, a 401(k) plan, and an employee stock purchase plan.
NPAworldwide Recruitment Network
Parsippany, New Jersey
Job description: The Senior Business Analyst is an integral member of the Digital Transformation Team. Working in partnership with Business and Technology Teams, the Senior Business Analyst is responsible for understanding business and customer needs and shaping digital solutions to meet those needs. As a key member of the Digital Transformation Team, the Senior Business Analyst will be responsible for understanding and documenting current state processes and pain points; partnering with the business to define future state processes and experiences; writing relevant user stories and acceptance criteria; and partnering across the organization to deliver digital solutions. Overall, the Senior Business Analyst will help us build new ways to do business with our customers. Our Client is transforming the way it does business. They are implementing leading customer relationship management, marketing, service and sales technologies. Come join us on this exciting journey! Key Responsibilities Lead requirement elicitation and JAD sessions to gather, document and align on business requirements with business and IT partners. Evaluate business processes to interpret requirements and uncover opportunities for improvement. Document detailed current and future state process flow diagrams. Create user interface designs and wireframes to mimic actual user experience on a digital platform. Ensure design and technical solutions meet business/product needs and requirements. Hands on experience gathering requirements for web applications, external customer facing portals and overall user experience design. Experience working with UX designers in prototyping and usability testing. Prepare requirement level estimates, work break down structure and requirement management plan for waterfall projects. Document and own business requirements (BRD), non-functional requirements and use cases. Document user stories, detailed acceptance criteria, definition of done for Agile projects. Work with developers to successfully implement design into products. Experience working with Managed Services Providers in an onshore-offshore model. Understand and analyze data to gather/extract requirements. Work closely with QA testers to ensure successful planning of test strategy and test case execution. Provide SME support and clarify requirement related queries to development and QA teams. Triage and analyze QA and UAT issues/defects. Collaborate with project manager/scrum master throughout the project lifecycle to ensure successful delivery. Partner with business stakeholders to define and document business cases for new initiatives. Manage competing priorities. Serve as a liaison between stakeholders and users. Perform any other related duties as required or assigned. Qualifications: Bachelors degree in business or related field Minimum of 6-8 years of hands on experience in Business Analysis. Minimum of 2 years experience in writing user experience requirements and driving/facilitating design sprints. Extensive experience in IT. Hands on experience as a BA for external customer facing applications. Hands on experience in Digital Transformation projects. Hands on experience in Agile and Waterfall projects. Familiarity in project delivery lifecycle (PDLC) practices. Strong knowledge of full SDLC and SLC. Exceptional analytical and conceptual thinking skills. The ability to influence stakeholders and work closely with them to determine acceptable solutions. Excellent verbal and written communication skills. Creative and analytical problem solver. Proficiency in creating detailed BA artifacts and giving presentations. Advanced proficiency in Microsoft applications including Word, Excel, PowerPoint, Visio. Proficiency in UX design and wireframing tools. Experience using Agile development tools such as ServiceNow and/or JIRA. Proven track record of following through on commitments. Excellent planning, organizational, and time management skills. Proven ability to lead and support successful projects. Professional demeanor and ability to interact comfortably with all levels of staff, vendors and third parties. Experience in cross-organizational collaboration and integration. PREFERRED QUALIFICATIONS 8+ years of experience in Business Analysis. Masters degree in business or related field. Experience as a BA for E-Commerce applications, mobile banking applications and/or online account opening platforms. Retail and Commercial banking (Deposits and Loans) domain experience. Experience on any Fiserv core banking applications. Why is This a Great Opportunity: Rapidly growing, rock solid Financial institution with tremendous career growth opportunity. Not to mention that the staff and management teams are some of the nicest most professional folks we've come across in a long time! PLEASE NOTE!!! The client would like to have you come into the office several days a month type arrangement Salary Type : Annual Salary Salary Min : 110000 Salary Max : 125000 Currency Type : US Dollars
09/07/2022
Full time
Job description: The Senior Business Analyst is an integral member of the Digital Transformation Team. Working in partnership with Business and Technology Teams, the Senior Business Analyst is responsible for understanding business and customer needs and shaping digital solutions to meet those needs. As a key member of the Digital Transformation Team, the Senior Business Analyst will be responsible for understanding and documenting current state processes and pain points; partnering with the business to define future state processes and experiences; writing relevant user stories and acceptance criteria; and partnering across the organization to deliver digital solutions. Overall, the Senior Business Analyst will help us build new ways to do business with our customers. Our Client is transforming the way it does business. They are implementing leading customer relationship management, marketing, service and sales technologies. Come join us on this exciting journey! Key Responsibilities Lead requirement elicitation and JAD sessions to gather, document and align on business requirements with business and IT partners. Evaluate business processes to interpret requirements and uncover opportunities for improvement. Document detailed current and future state process flow diagrams. Create user interface designs and wireframes to mimic actual user experience on a digital platform. Ensure design and technical solutions meet business/product needs and requirements. Hands on experience gathering requirements for web applications, external customer facing portals and overall user experience design. Experience working with UX designers in prototyping and usability testing. Prepare requirement level estimates, work break down structure and requirement management plan for waterfall projects. Document and own business requirements (BRD), non-functional requirements and use cases. Document user stories, detailed acceptance criteria, definition of done for Agile projects. Work with developers to successfully implement design into products. Experience working with Managed Services Providers in an onshore-offshore model. Understand and analyze data to gather/extract requirements. Work closely with QA testers to ensure successful planning of test strategy and test case execution. Provide SME support and clarify requirement related queries to development and QA teams. Triage and analyze QA and UAT issues/defects. Collaborate with project manager/scrum master throughout the project lifecycle to ensure successful delivery. Partner with business stakeholders to define and document business cases for new initiatives. Manage competing priorities. Serve as a liaison between stakeholders and users. Perform any other related duties as required or assigned. Qualifications: Bachelors degree in business or related field Minimum of 6-8 years of hands on experience in Business Analysis. Minimum of 2 years experience in writing user experience requirements and driving/facilitating design sprints. Extensive experience in IT. Hands on experience as a BA for external customer facing applications. Hands on experience in Digital Transformation projects. Hands on experience in Agile and Waterfall projects. Familiarity in project delivery lifecycle (PDLC) practices. Strong knowledge of full SDLC and SLC. Exceptional analytical and conceptual thinking skills. The ability to influence stakeholders and work closely with them to determine acceptable solutions. Excellent verbal and written communication skills. Creative and analytical problem solver. Proficiency in creating detailed BA artifacts and giving presentations. Advanced proficiency in Microsoft applications including Word, Excel, PowerPoint, Visio. Proficiency in UX design and wireframing tools. Experience using Agile development tools such as ServiceNow and/or JIRA. Proven track record of following through on commitments. Excellent planning, organizational, and time management skills. Proven ability to lead and support successful projects. Professional demeanor and ability to interact comfortably with all levels of staff, vendors and third parties. Experience in cross-organizational collaboration and integration. PREFERRED QUALIFICATIONS 8+ years of experience in Business Analysis. Masters degree in business or related field. Experience as a BA for E-Commerce applications, mobile banking applications and/or online account opening platforms. Retail and Commercial banking (Deposits and Loans) domain experience. Experience on any Fiserv core banking applications. Why is This a Great Opportunity: Rapidly growing, rock solid Financial institution with tremendous career growth opportunity. Not to mention that the staff and management teams are some of the nicest most professional folks we've come across in a long time! PLEASE NOTE!!! The client would like to have you come into the office several days a month type arrangement Salary Type : Annual Salary Salary Min : 110000 Salary Max : 125000 Currency Type : US Dollars
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing, flexible environment. Here, you will help lead our industry forward and make your career. Job Description: As a valued colleague on our team, you will provide expert advice and guidance to the team responsible for applying mathematical models, advanced tools or techniques (such as SAS, Python, and R), and financial industry knowledge to business or financial data, including model results. Your efforts will enable the team to analyze or report on business performance, solve business questions, or inform business decisions. Work may include developing models or prototypes to achieve these goals, but is not the core focus in the role. THE IMPACT YOU WILL MAKEThe MF Capital Markets - Financial Engineering - Senior Associate role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities:* Join and work with a team of several analysts to assess and monitor credit risk on Fannie Mae's $400bln + multifamily securitization book of business.* Learn and execute proprietary in-house forecasting and pricing models developed in java, Python and R, and analyzing the results. Analyze loan level results provided by off the shelf forecasting application, typically thru tools such as Excel Pivot Tables, R, Python * Understanding and assessing the upstream input data including MF loan data flows, transformations, and how changes to the upstream data drive changes in credit forecasts* Quantitatively analyze multifamily loan terms, products and securitizations through forecasts of NOI, Cap Rates, Interest Rates, Property Prices* Execute deterministic what-if scenarios thru proprietary tools to understand impact on MF loan book. Synthesize results and document methodology in brief memos using Monte Carlo and other simulation techniques* Implement code changes to modify and/or extend in-house models, or to develop new models from scratch* Understanding Multifamily loan securitizations and model their cash flows in Python and R. Perform discounted cash flow (NPV) analysis on forecasted loan structure cashflows* Understand, measure, communicate and document modeling assumptions, output transformations, and other modeling components drive the results of various analyses.* Participate with a team in developing, executing, validating, and documenting proprietary valuation models and property price indexes. Work collaboratively with stakeholders (business, finance, risk, economists) to discuss options and arrive at a recommended approach* Synthesize and share with management attribution and sensitivity analysis (attributing changes in model outputs to changes in inputs and assumptions, and understanding and documenting sensitivity of model outputs to changes in inputs and assumptions)* Perform what-if or strategic analysis to investigate how contemplated changes to loan terms might impact the financial outcomes (capital, returns, pricing) for Fannie Mae and the borrowerQualifications: Minimum Required Experiences* 2 yearsDesired Experiences* Bachelor degree preferred in Finance, Economics, Financial Engineering or related field * Experience developing and running financial models or analyzing large datasets (10mm+ observations) written in Python/Java/R. AWS experience preferred* Experience communicating complex financial results to management with presentations or memos* Knowledge of SQL* Experience developing and executing cashflow models/valuation/loss forecasting for loans or securitizations (such as CMBS, CRT)* Familiarity of GSE multifamily lending business, underwriting requirements, and GSE multifamily securitizations structured transactions Skills* Experience gathering accurate information to explain concepts and answer critical questions* Determining causes of operating errors and taking corrective action* Communication including communicating in writing or verbally, copywriting, planning and distributing communication, etc.* Skilled in the graphical representation of information in the form of a charts, diagrams, pictures, and dashboards with programs and tools such as Excel, Tableau, or Power BI* Business Insight including advising, designing business models, interpreting customer and market insights, forecasting, benchmarking, etc.* Programming including coding, debugging, and using relevant programming languages* Expertise in using statistical methods, including: developing and testing hypotheses, using experimental design, and running linear and logistic regressions* Skilled in cloud technologies and cloud computing* Working with people with different functional expertise respectfully and cooperatively to work toward a common goalTools* Skilled in Tableau* Skilled in Excel* Skilled in SAS* Skilled in SQL* Skilled in using Bloomberg Professional* Skilled in Java* Skilled in Microsoft Teams* Skilled in Python object-oriented programming* Skilled in RStudio to develop programs in R* Skilled in using Intex* Experience using Macros in Excel* Skilled in Amazon Web Services (AWS) offerings, development, and networking platforms* Experience using JIRAAdditional Information: The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
02/26/2022
Full time
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing, flexible environment. Here, you will help lead our industry forward and make your career. Job Description: As a valued colleague on our team, you will provide expert advice and guidance to the team responsible for applying mathematical models, advanced tools or techniques (such as SAS, Python, and R), and financial industry knowledge to business or financial data, including model results. Your efforts will enable the team to analyze or report on business performance, solve business questions, or inform business decisions. Work may include developing models or prototypes to achieve these goals, but is not the core focus in the role. THE IMPACT YOU WILL MAKEThe MF Capital Markets - Financial Engineering - Senior Associate role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities:* Join and work with a team of several analysts to assess and monitor credit risk on Fannie Mae's $400bln + multifamily securitization book of business.* Learn and execute proprietary in-house forecasting and pricing models developed in java, Python and R, and analyzing the results. Analyze loan level results provided by off the shelf forecasting application, typically thru tools such as Excel Pivot Tables, R, Python * Understanding and assessing the upstream input data including MF loan data flows, transformations, and how changes to the upstream data drive changes in credit forecasts* Quantitatively analyze multifamily loan terms, products and securitizations through forecasts of NOI, Cap Rates, Interest Rates, Property Prices* Execute deterministic what-if scenarios thru proprietary tools to understand impact on MF loan book. Synthesize results and document methodology in brief memos using Monte Carlo and other simulation techniques* Implement code changes to modify and/or extend in-house models, or to develop new models from scratch* Understanding Multifamily loan securitizations and model their cash flows in Python and R. Perform discounted cash flow (NPV) analysis on forecasted loan structure cashflows* Understand, measure, communicate and document modeling assumptions, output transformations, and other modeling components drive the results of various analyses.* Participate with a team in developing, executing, validating, and documenting proprietary valuation models and property price indexes. Work collaboratively with stakeholders (business, finance, risk, economists) to discuss options and arrive at a recommended approach* Synthesize and share with management attribution and sensitivity analysis (attributing changes in model outputs to changes in inputs and assumptions, and understanding and documenting sensitivity of model outputs to changes in inputs and assumptions)* Perform what-if or strategic analysis to investigate how contemplated changes to loan terms might impact the financial outcomes (capital, returns, pricing) for Fannie Mae and the borrowerQualifications: Minimum Required Experiences* 2 yearsDesired Experiences* Bachelor degree preferred in Finance, Economics, Financial Engineering or related field * Experience developing and running financial models or analyzing large datasets (10mm+ observations) written in Python/Java/R. AWS experience preferred* Experience communicating complex financial results to management with presentations or memos* Knowledge of SQL* Experience developing and executing cashflow models/valuation/loss forecasting for loans or securitizations (such as CMBS, CRT)* Familiarity of GSE multifamily lending business, underwriting requirements, and GSE multifamily securitizations structured transactions Skills* Experience gathering accurate information to explain concepts and answer critical questions* Determining causes of operating errors and taking corrective action* Communication including communicating in writing or verbally, copywriting, planning and distributing communication, etc.* Skilled in the graphical representation of information in the form of a charts, diagrams, pictures, and dashboards with programs and tools such as Excel, Tableau, or Power BI* Business Insight including advising, designing business models, interpreting customer and market insights, forecasting, benchmarking, etc.* Programming including coding, debugging, and using relevant programming languages* Expertise in using statistical methods, including: developing and testing hypotheses, using experimental design, and running linear and logistic regressions* Skilled in cloud technologies and cloud computing* Working with people with different functional expertise respectfully and cooperatively to work toward a common goalTools* Skilled in Tableau* Skilled in Excel* Skilled in SAS* Skilled in SQL* Skilled in using Bloomberg Professional* Skilled in Java* Skilled in Microsoft Teams* Skilled in Python object-oriented programming* Skilled in RStudio to develop programs in R* Skilled in using Intex* Experience using Macros in Excel* Skilled in Amazon Web Services (AWS) offerings, development, and networking platforms* Experience using JIRAAdditional Information: The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to modernize the nation's housing finance system while being part of an inclusive team using new, emerging technologies. Here, you will help lead our industry forward, enhance your technical expertise, and make your career. Job Description: As a valued colleague on our team, you will contribute to supporting the product lifecycle, provide tactical support across product areas, collaborate with the team in assessing product needs and conducting product backlog maintenance, as well as collaborate with the team in managing plans, issues, and risks for products. THE IMPACT YOU WILL MAKEThe Accounting Systems - Product Analysis - Senior Associate role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: * Gather information about new or existing products.* Assess current state of product to discover additional needs.* Contribute to the design, development, testing, and evaluation of products.* Support multiple internal groups in an energizing environment.* Coordinate with internal team to define product strategy and customer outreach. Qualifications: THE EXPERIENCE YOU BRING TO THE TEAMMinimum Required Experiences* 2 years of relevant experienceFinancial Industry experience.Knowledge of Securities and Debt and Derivatives instruments.Strong data analysis skill set. Should be comfortable with SQL, Python, Excel and other MS Office Suite ProductsSimCorp Dimension toolDesired Experiences* Bachelor degree or equivalent* 4 years of relevant experience * Knowledge of new age data analysis tools such as Alteryx, TOAD, etc.SkillsAbility to frame ideas as systems and analyzing the inputs, outputs, and processExperience in the process of analyzing data to identify trends or relationships to inform conclusions about the dataWorking with people with different functional expertise respectfully and cooperatively to work toward a common goalThe group of skills related to Communication including communicating in writing or verbally, copywriting, planning and distributing communication, etc.Skilled in presenting information and/or ideas to an audience in a way that is engaging and easy to understandThe group of skills related to Relationship Management including managing and engaging stakeholders, customers, and vendors, building relationship networks, contracting, etc.Experience gathering accurate information to explain concepts and answer critical questionsSkilled in documentation and database reporting for the purposes of analysis, data discovery, and decision-making with the use of relevant software such as Crystal Reports, Excel, or SSRSExperience helping an organization to plan and manage change in effort to meet strategic objectivesDetermining causes of operating errors and taking corrective actionThe group of skills related to Product Development including designing products, developing product roadmaps, translating design requirements, prototyping, etc.The group of skills related to Product Testing including testing and evaluating software, usability testing, UAT, and using relevant product testing technologyToolsSkilled in TableauSkilled in Microsoft TeamsExperience using Microsoft ProjectSkilled in ExcelExperience using JIRASkilled in SQLSkilled in TOAD SQL database management toolExperience using SharePoint Additional Information: The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at . Job ID: REF6218Y#LI-NR1
02/26/2022
Full time
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to modernize the nation's housing finance system while being part of an inclusive team using new, emerging technologies. Here, you will help lead our industry forward, enhance your technical expertise, and make your career. Job Description: As a valued colleague on our team, you will contribute to supporting the product lifecycle, provide tactical support across product areas, collaborate with the team in assessing product needs and conducting product backlog maintenance, as well as collaborate with the team in managing plans, issues, and risks for products. THE IMPACT YOU WILL MAKEThe Accounting Systems - Product Analysis - Senior Associate role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: * Gather information about new or existing products.* Assess current state of product to discover additional needs.* Contribute to the design, development, testing, and evaluation of products.* Support multiple internal groups in an energizing environment.* Coordinate with internal team to define product strategy and customer outreach. Qualifications: THE EXPERIENCE YOU BRING TO THE TEAMMinimum Required Experiences* 2 years of relevant experienceFinancial Industry experience.Knowledge of Securities and Debt and Derivatives instruments.Strong data analysis skill set. Should be comfortable with SQL, Python, Excel and other MS Office Suite ProductsSimCorp Dimension toolDesired Experiences* Bachelor degree or equivalent* 4 years of relevant experience * Knowledge of new age data analysis tools such as Alteryx, TOAD, etc.SkillsAbility to frame ideas as systems and analyzing the inputs, outputs, and processExperience in the process of analyzing data to identify trends or relationships to inform conclusions about the dataWorking with people with different functional expertise respectfully and cooperatively to work toward a common goalThe group of skills related to Communication including communicating in writing or verbally, copywriting, planning and distributing communication, etc.Skilled in presenting information and/or ideas to an audience in a way that is engaging and easy to understandThe group of skills related to Relationship Management including managing and engaging stakeholders, customers, and vendors, building relationship networks, contracting, etc.Experience gathering accurate information to explain concepts and answer critical questionsSkilled in documentation and database reporting for the purposes of analysis, data discovery, and decision-making with the use of relevant software such as Crystal Reports, Excel, or SSRSExperience helping an organization to plan and manage change in effort to meet strategic objectivesDetermining causes of operating errors and taking corrective actionThe group of skills related to Product Development including designing products, developing product roadmaps, translating design requirements, prototyping, etc.The group of skills related to Product Testing including testing and evaluating software, usability testing, UAT, and using relevant product testing technologyToolsSkilled in TableauSkilled in Microsoft TeamsExperience using Microsoft ProjectSkilled in ExcelExperience using JIRASkilled in SQLSkilled in TOAD SQL database management toolExperience using SharePoint Additional Information: The future is what you make it to be. Discover compelling opportunities at Fanniemae.com/careers.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at . Job ID: REF6218Y#LI-NR1
Description: Summary: Merchants Bank of Indiana is seeking an experienced multifamily affordable underwriter. The Senior Underwriter is a management role and is responsible for the oversight and development of the Bank's Investment Real Estate Credit Analysts. The Senior Underwriter's team is responsible for ensuring the timely and accurate underwriting of multifamily mortgage loan transactions in accordance with Merchants Bank guidelines. Responsibilities include, but are not limited to, effective onboarding of new credit applications, monitoring the progress of the Credit Anaylsts' underwriting, and review of loan requests prior to Loan Committee submission. The Senior Underwriter will work closely with members of the organization's originations, closing, and servicing teams. This role may take lead on special projects. The Senior Underwriter may have customer interactions with occasional travel to perform site visits. Essential Duties and Responsibilities: Attend new credit kick-off calls, both internally and externally with the client. Lead a team of less experienced underwriters (including training, providing guidance, and delegating and overseeing the timely execution of tasks and transactions) Review approval narratives prior to Loan Committee submission to ensure the application request meets Bank's credit standards and all risks and mitigants are addressed. Manage communications among a diverse mix of internal and external participants including borrowers, equity investors, production, legal (internal and external) and loan approvers. Collaborate with credit analysts to confirm adequacy of due diligence (DD) for the loan file. Work extensively with Microsoft Excel in financial models as it relates to the underwriting and flow of funds on transactions. Alongside of Credit Analysts, review amendment requests and closing documents to ensure clear to close. Attend training on applicable subjects when available and appropriate for position. Perform other duties as assigned. . Requirements: Minimum of four-years underwriting experience required, ideally within the multifamily real estate industry. Ability to analyze real estate projects for feasibility including developing and modeling construction budgets, operating pro formas, reviewing appraisals and other 3rd party reports, analyzing market factors, completing sponsor analysis as well as identifying and mitigating transaction risks. Strong knowledge of or the desire to learn the nuances of affordable housing, bond and LIHTC transactions. Bachelor's degree in finance, real estate, or related field preferred. Requires critical thinking skills and multitasking. Excellent customer service skills in person and on the phone. Excellent skills in working with Microsoft Word, Excel, and Outlook are a requirement. All employees are expected to contribute to the overall success of the organization by performing requested duties regardless of explicit inclusion in the job description or reasonable relation to an employee's primary role. Additionally, all employees must understand and adhere to all federal and state laws and banking regulations and company policies and procedures applicable to assigned job responsibilities, including compliance as appropriate under the Bank Secrecy Act and Anti-Money Laundering regulations. Additionally, all employees are expected to demonstrate the following Core Competencies: Professionalism - acting with responsibility, integrity and accountability; demonstrating consistent trustworthiness and reliability; always remaining flexible, adaptable and willing to accept coaching; building and managing professionally healthy relationships; deliberately managing career decisions; and continually developing awareness of business-related topics. Communication - understanding various active and passive tools and styles and their effects; and exhibiting appropriate, effective, timely use of tools and styles to connect, collaborate, facilitate teamwork and serve customers. Work Quality - demonstrating an ongoing commitment to compliance, safety and security; executing work with efficiency, a sense of urgency and attention to detail; and displaying organized work practices and a results-oriented mindset. Analytical Ability - navigating work-related circumstances with practical, sound reasoning; and demonstrating creativity in problem solving. Leadership - displaying good judgment and certainty in decision making; taking initiative with job-related demands; demonstrating innovative thinking and sound planning with business practices; managing individual performance toward shared organizational goals; and thinking strategically to set and accomplish goals. Merchants Bancorp and its affiliates and subsidiaries are committed to being equal opportunity employers. All job candidates and incumbents will be assessed based on only criteria relevant to successfully performing the job as defined in this job description and as generally accepted in the job's relevant industries. PI
09/25/2021
Full time
Description: Summary: Merchants Bank of Indiana is seeking an experienced multifamily affordable underwriter. The Senior Underwriter is a management role and is responsible for the oversight and development of the Bank's Investment Real Estate Credit Analysts. The Senior Underwriter's team is responsible for ensuring the timely and accurate underwriting of multifamily mortgage loan transactions in accordance with Merchants Bank guidelines. Responsibilities include, but are not limited to, effective onboarding of new credit applications, monitoring the progress of the Credit Anaylsts' underwriting, and review of loan requests prior to Loan Committee submission. The Senior Underwriter will work closely with members of the organization's originations, closing, and servicing teams. This role may take lead on special projects. The Senior Underwriter may have customer interactions with occasional travel to perform site visits. Essential Duties and Responsibilities: Attend new credit kick-off calls, both internally and externally with the client. Lead a team of less experienced underwriters (including training, providing guidance, and delegating and overseeing the timely execution of tasks and transactions) Review approval narratives prior to Loan Committee submission to ensure the application request meets Bank's credit standards and all risks and mitigants are addressed. Manage communications among a diverse mix of internal and external participants including borrowers, equity investors, production, legal (internal and external) and loan approvers. Collaborate with credit analysts to confirm adequacy of due diligence (DD) for the loan file. Work extensively with Microsoft Excel in financial models as it relates to the underwriting and flow of funds on transactions. Alongside of Credit Analysts, review amendment requests and closing documents to ensure clear to close. Attend training on applicable subjects when available and appropriate for position. Perform other duties as assigned. . Requirements: Minimum of four-years underwriting experience required, ideally within the multifamily real estate industry. Ability to analyze real estate projects for feasibility including developing and modeling construction budgets, operating pro formas, reviewing appraisals and other 3rd party reports, analyzing market factors, completing sponsor analysis as well as identifying and mitigating transaction risks. Strong knowledge of or the desire to learn the nuances of affordable housing, bond and LIHTC transactions. Bachelor's degree in finance, real estate, or related field preferred. Requires critical thinking skills and multitasking. Excellent customer service skills in person and on the phone. Excellent skills in working with Microsoft Word, Excel, and Outlook are a requirement. All employees are expected to contribute to the overall success of the organization by performing requested duties regardless of explicit inclusion in the job description or reasonable relation to an employee's primary role. Additionally, all employees must understand and adhere to all federal and state laws and banking regulations and company policies and procedures applicable to assigned job responsibilities, including compliance as appropriate under the Bank Secrecy Act and Anti-Money Laundering regulations. Additionally, all employees are expected to demonstrate the following Core Competencies: Professionalism - acting with responsibility, integrity and accountability; demonstrating consistent trustworthiness and reliability; always remaining flexible, adaptable and willing to accept coaching; building and managing professionally healthy relationships; deliberately managing career decisions; and continually developing awareness of business-related topics. Communication - understanding various active and passive tools and styles and their effects; and exhibiting appropriate, effective, timely use of tools and styles to connect, collaborate, facilitate teamwork and serve customers. Work Quality - demonstrating an ongoing commitment to compliance, safety and security; executing work with efficiency, a sense of urgency and attention to detail; and displaying organized work practices and a results-oriented mindset. Analytical Ability - navigating work-related circumstances with practical, sound reasoning; and demonstrating creativity in problem solving. Leadership - displaying good judgment and certainty in decision making; taking initiative with job-related demands; demonstrating innovative thinking and sound planning with business practices; managing individual performance toward shared organizational goals; and thinking strategically to set and accomplish goals. Merchants Bancorp and its affiliates and subsidiaries are committed to being equal opportunity employers. All job candidates and incumbents will be assessed based on only criteria relevant to successfully performing the job as defined in this job description and as generally accepted in the job's relevant industries. PI
Supporting the Most Exciting and Meaningful Missions in the World Intelligence/Counterintelligence Analyst- Senior PAE provides a range of Department of Defense, Intelligence Community, and Commercial analytic and operational support, risk analysis, analytic outreach, red teaming, and event support services. We pride ourselves in developing creative, customized, and flexible approaches that meet our clients' evolving and dynamic needs. PAE company is seeking an exceptionally qualified Intelligence/Counterintelligence Analyst. He/she is responsible for strategic operational planning, centralized de-confliction, and coordination for CI activities conducted by the U. S. Government in direct response to Presidential Directives, National Strategy, and National needs and priorities. Responsibilities and Duties: Provide assistance to the Sponsor in conducting an annual assessment of the effectiveness of the Offensive CI Operations (OFCO) program. Provide assistance to the Sponsor in overseeing the U.S. Government's CI enabling programs and capabilities to support sensitive CI activities. Shall support with the development, oversight, and continuous refinement of technical and cyber-CI programs across the U.S. Government. Shall support the development and management of the U.S. Government's centralized knowledge base of foreign intelligence threat actors. Provide assistance to the Sponsor in conducting activities related to security of financial management processes and systems. Requirements and Qualifications: Applicable degree(s): Computer Science, Economics, History, International Affairs, Intelligence, International Relations, International Business, Linguistics (focus/concentration in Russian, Korean, Hebrew, Chinese, Arabic, etc.) 10 years of d emonstrated relevant experience/expertise supporting U.S. Federal Government in Central Asia, Korea, or Middle East analysis, and experience with Data Analytics, Operations Research, Biochemistry, Biotechnology, Counterintelligence, Insider Threat, Security, Cyber security, Engineering, English, Forensic Accounting, Telecommunications, or Physics. Ability to recognize all relevant information and produce objective assessments, free of any bias and be pertinent to client needs. Extensive skills in both written and oral communications. Must be able to pass all pre-deployment requirements including a medical, dental, psychological, background, credit, and security screens as deemed necessary to be considered deployable. Must be able to obtain all required immunizations deemed necessary by the contract. Must possess a valid US passport. Ability to obtain and maintain a US Government issued security clearance. #APP21 PAE is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran's status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. EEO is the Law Poster EEO is the Law Poster Supplement
09/24/2021
Full time
Supporting the Most Exciting and Meaningful Missions in the World Intelligence/Counterintelligence Analyst- Senior PAE provides a range of Department of Defense, Intelligence Community, and Commercial analytic and operational support, risk analysis, analytic outreach, red teaming, and event support services. We pride ourselves in developing creative, customized, and flexible approaches that meet our clients' evolving and dynamic needs. PAE company is seeking an exceptionally qualified Intelligence/Counterintelligence Analyst. He/she is responsible for strategic operational planning, centralized de-confliction, and coordination for CI activities conducted by the U. S. Government in direct response to Presidential Directives, National Strategy, and National needs and priorities. Responsibilities and Duties: Provide assistance to the Sponsor in conducting an annual assessment of the effectiveness of the Offensive CI Operations (OFCO) program. Provide assistance to the Sponsor in overseeing the U.S. Government's CI enabling programs and capabilities to support sensitive CI activities. Shall support with the development, oversight, and continuous refinement of technical and cyber-CI programs across the U.S. Government. Shall support the development and management of the U.S. Government's centralized knowledge base of foreign intelligence threat actors. Provide assistance to the Sponsor in conducting activities related to security of financial management processes and systems. Requirements and Qualifications: Applicable degree(s): Computer Science, Economics, History, International Affairs, Intelligence, International Relations, International Business, Linguistics (focus/concentration in Russian, Korean, Hebrew, Chinese, Arabic, etc.) 10 years of d emonstrated relevant experience/expertise supporting U.S. Federal Government in Central Asia, Korea, or Middle East analysis, and experience with Data Analytics, Operations Research, Biochemistry, Biotechnology, Counterintelligence, Insider Threat, Security, Cyber security, Engineering, English, Forensic Accounting, Telecommunications, or Physics. Ability to recognize all relevant information and produce objective assessments, free of any bias and be pertinent to client needs. Extensive skills in both written and oral communications. Must be able to pass all pre-deployment requirements including a medical, dental, psychological, background, credit, and security screens as deemed necessary to be considered deployable. Must be able to obtain all required immunizations deemed necessary by the contract. Must possess a valid US passport. Ability to obtain and maintain a US Government issued security clearance. #APP21 PAE is proud to be an Equal Opportunity Employer. Our hiring practices provide equal opportunity for employment without regard to race, religion, color, sex, gender, national origin, age, United States military veteran's status, ancestry, sexual orientation, marital status, family structure, medical condition including genetic characteristics or information, veteran status, or mental or physical disability so long as the essential functions of the job can be performed with or without reasonable accommodation, or any other protected category under federal, state, or local law. EEO is the Law Poster EEO is the Law Poster Supplement